The Smart Real Estate Coach Podcast|Real Estate Investing

Chris Prefontaine is the best-selling author of Real Estate on Your Terms: Create Continuous Cash Flow Now, Without Using Your Cash or Credit. He’s also the founder of SmartRealEstateCoach.com and the Smart Real Estate Coach Podcast. Chris has been in real estate for over 25 years. His experience includes the construction of over 100 single-family and duplex homes (mostly in the 1990’s and selectively to date), has owned a Realty Executives Franchise (Massachusetts 1994-2000) as broker/owner which maintained high per-agent standards and eventually sold to Coldwell Banker in 2000. The 2000’s included coaching ½ million and higher REALTORs® in order to scale & automate their business throughout the US and Canada. He also participated (and still does selectively) in doing condo conversions (multi-family homes to condos) and “raise the roof” projects (converting single-family ranches to colonials in growth neighborhoods). Chris has been a big advocate of constant education and participates regularly in high-end mastermind groups, as well as consults with private mentors. He runs his own buying and selling businesses with his family team, which buys 2-5 properties monthly, so they’re in the trenches every single week. They also help clients do the same thing around the country. Chris and his family team have done over 80 million in real estate transactions. They mentor, coach, consult, and actually partner with students around the country (by application only) to do exactly what they do. What you will learn in this episode: Chris shares his early experiences as a real estate investor and the first steps he took in building a great team How the tools and resources created for the Wicked Smart community make it easy to make calls and track leads Why hiring a virtual assistant (VA) is a crucial step for scaling up the size of your investing business How the next step Chris made in building a great team after hiring a VA was to hire an administrative assistant, and why that freed up time to do more deals Why building a team can help ensure that your work is fun, and how a great team creates a super-productive energy and mindset Why building a great team is important for organization, and why a team member managing your CRM software can dramatically increase your productivity Why as you are scaling up your business and building a great team, it is important to add automation to your processes where possible Why truly understanding your lead gen and funnel are important for building out a strong team and getting the right people in the right seats What steps to follow to advance your business, build a team to support your work, and scale up to doing more deals Why scaling your business is a choice you can make, and why you can take it as far as you want or stop wherever you’re most comfortable Additional resources: Smart Real Estate Coach Resources Page: www.SmartRealEstateCoach.com/resources Summer of Deals Virtual Event on June 12, 2021: www.SummerOfDeals.com Freedomsoft CRM: www.SmartRealEstateCoach.com/freedomsoft Seven-Day Free PropStream Trial: www.SmartRealEstateCoach.com/propstream Fourteen-Day Free My +Plus Leads Trial: www.SmartRealEstateCoach.com/myplusleads Additional resources: Follow Chris and Zach on Club House to learn even more about deal structures and how to get 3 paydays from your real estate investments. If looking to secure some lines of credit for your business, check out Fund and Grow – Visit our Resource page at https://www.smartrealestatecoach.com/resources Schedule a FREE Strategy Call: SmartRealEstateCoach.com/action Register for our free masterclass: www.SmartRealEstateCoach.com/mastersclass Real Estate on Your Terms by Chris Prefontaine SmartRealEstateCoachPodcast.com/webinar SmartRealEstateCoachPodcast.com/ebook SmartRealEstateCoach.com/QLS Smart Real Estate Coach Podcast Sponsor: Paul G. Dion CPA, CTC  

Nate Woodbury is the producer for over 20 YouTube channels. He’s achieved a great track record of success, helping speakers and coaches leverage YouTube to generate leads and clients for their businesses. He loves pulling back the curtains on a variety of channels, showing the exact steps you can take to achieve predictable success. You’ll come away with a complete vision of what’s possible on YouTube, for you to generate leads for your business, and an actionable roadmap to get started on YouTube today. What you’ll learn about in this episode: Why Nate believes marketing on YouTube is an ideal way to get seen and generate leads and interest in your business, especially as an expert in your field Why trying to appear “too professional” can backfire, and why being conversational, authentic and delivering great content is what really matters Why ensuring that your YouTube video titles are searchable and answer the specific questions people are asking is crucial for building your audience Why it is important to avoid turning your “how-to” videos into a sales pitch, and why you should instead focus on directing people to your website with a free gift Why your early videos probably won’t be amazing but are important for helping you develop your skills and build an audience, and why consistency is key Nate shares a story of a big win one of his clients, an AirBNB investing coach, was able to see as soon as she began implementing Nate’s strategies for marketing on YouTube How exciting features recently added to the platform have created innovative and effective ways of marketing on YouTube Why passion and persistence have been critical for helping Nate overcome the challenges he has faced and mistakes he has made How Nate has learned to systematize and strengthen his business by outsourcing much of the necessary work to overseas employees Resources: YouTube: www.youtube.com/c/NateWoodbury/channels Website: www.betheherostudios.com Nate’s Free Influencer Almanac: www.betheherostudios.com/almanac LinkedIn: www.linkedin.com/in/nate-woodbury/ Facebook: www.facebook.com/NateWoodburyHero Instagram: www.instagram.com/betheheronate/ Twitter: @BeTheHeroStudio Additional resources: Follow Chris and Zach on Club House to learn even more about deal structures and how to get 3 paydays from your real estate investments. If looking to secure some lines of credit for your business, check out Fund and Grow – Visit our Resource page at https://www.smartrealestatecoach.com/resources Schedule a FREE Strategy Call: SmartRealEstateCoach.com/action Check out Chris’s upcoming Business Scaling Secrets virtual event: www.BizScaling.com Register for our free masterclass: www.SmartRealEstateCoach.com/mastersclass Real Estate on Your Terms by Chris Prefontaine SmartRealEstateCoachPodcast.com/webinar SmartRealEstateCoachPodcast.com/ebook SmartRealEstateCoach.com/QLS Smart Real Estate Coach Podcast Sponsor: Paul G. Dion CPA, CTC

Craig Cody is a Certified Public Accountant, Certified Tax Coach, Business Owner and Former New York City Police Officer with 17 years experience on the Force. As a Certified Tax Coach, Craig belongs to a select group of tax practitioners throughout the country who undergo extensive training and continued education on various tax planning techniques and strategies to become, as well as remain certified. With this organization he has co-authored an Amazon best seller, Secrets of a Tax Free Life. Craig has just written his 3rd book: The 12 Biggest Tax Mistakes That Cost Dentists Thousands. He is also the host of The Progressive Agency Podcast and the Progressive Dentist Podcast which helps Agency owners and Dentists make and keep more of the money they make. What you’ll learn about in this episode: How Craig and his team help people such as solopreneurs, wholesalers and other real estate investors understand business tax deductions and save on their taxes Why taking the time to think about and plan for your taxes is the key to finding ways to save huge money, and why too few entrepreneurs think about taxes year-round Why talking to a CPA and asking what you can do differently to save on taxes is crucial for any business owner Why doing your own taxes to avoid paying an expert usually ends up with you paying far, far more in taxes than you have to and leaving money on the table Why too many people dismiss the powerful home office deduction because they’re worried it will flag them for audit What other big deductions and tax savings real estate investors and business owners often don’t know about, such as a home gym or pool Why hiring a qualified bookkeeper can save you time, money and stress and free you to focus on growing your business, and what other common mistakes business owners make Why setting up a dream team of legal, financial and tax representation is powerful, and how to get a free copy of Craig’s book and other free resources Why regular communication with your CPA is absolutely vital for understanding business tax deductions available to you, and why you shouldn’t wait until the end of the year How and why Craig made the dramatic career pivot from being a part of the NYPD to studying taxes and becoming a tax professional Resources: Website: www.CraigCodyandCompany.com/smart Email: craig@ccodycpa.com Telephone: (516) 869-4051 LinkedIn: https://www.linkedin.com/in/craigcodycpa Twitter: @CraigC2742 Additional resources: Follow Chris and Zach on Club House to learn even more about deal structures and how to get 3 paydays from your real estate investments. If looking to secure some lines of credit for your business, check out Fund and Grow – Visit our Resource page at https://www.smartrealestatecoach.com/resources Schedule a FREE Strategy Call: SmartRealEstateCoach.com/action Check out Chris’s upcoming Business Scaling Secrets virtual event: www.BizScaling.com Register for our free masterclass: www.SmartRealEstateCoach.com/mastersclass Real Estate on Your Terms by Chris Prefontaine SmartRealEstateCoachPodcast.com/webinar SmartRealEstateCoachPodcast.com/ebook SmartRealEstateCoach.com/QLS Smart Real Estate Coach Podcast Sponsor: Paul G. Dion CPA, CTC  

Growing up in a home-building family, Brad Carlson was thrown into small business at the age of 5. He witnessed from his parents the art of creating outcomes and, “to just figure things out.” While starting his first company out of his college apartment, he was shut out of the family for 3 years for going against taking over his father’s business and not finishing college… Fast forward to now and Brad’s companies have organically produced over $250MM in revenue since 2007. Today, Brad runs a family investment office company focused on growing small market cap holdings while driving to grow enterprise value to over a billion dollars by 2046 — the year he turns 60-years-old. Small business runs deep in his blood, and he is determined to provide clear vision and leadership while cultivating and growing his staff through a common vision of building something that is greater than any one person. “My goal is to pass the values and behaviors my family taught me down to the next generations of leadership — together we will do something truly special and leave a legacy.” Brad resides in Kansas City where he lives to create amazing experiences with friends and family. What you’ll learn about in this episode: How Brad’s experiences growing up in a home building family and with a father who built over 2000 houses gave him a unique perspective How Brad began his first company at the young age of nineteen, and how he intentionally made himself a well-rounded business owner Why emotional intelligence in business leadership has been a key skill that has helped Brad build “a company without dysfunction” How Brad has been able to organically build out multiple companies to bring in cash flow to use in single-family and multi-family real estate investments Why Brad’s daily routine is intentionally designed to help him achieve his very best every single day, and what activities and rituals he follows What key success skills Brad works to teach the members of his team in his businesses, and why these skills are the most important tools he can give them How Brad and his team have achieved rapid growth in a short time, and how they are thriving in the pandemic despite all the challenges they’re facing due to their strong culture Why Brad believes in constantly evolving his team’s perspective, and why that has been critical for navigating today’s complex business reality What advice Brad would offer to anyone looking to make the leap from working in a corporate job to becoming an entrepreneur Resources: Website: www.magtrucks.com Website: www.apexspecialtyvehicles.com Instagram: www.instagram.com/brad_carlson_/ LinkedIn: www.linkedin.com/in/brad-carlson-200b0a50/ LinkedIn: www.linkedin.com/company/empirical-prime/about/ Additional resources: Follow Chris and Zach on Club House to learn even more about deal structures and how to get 3 paydays from your real estate investments. If looking to secure some lines of credit for your business, check out Fund and Grow – Visit our Resource page at https://www.smartrealestatecoach.com/resources Schedule a FREE Strategy Call: SmartRealEstateCoach.com/action Register for our free masterclass: www.SmartRealEstateCoach.com/mastersclass Real Estate on Your Terms by Chris Prefontaine SmartRealEstateCoachPodcast.com/webinar SmartRealEstateCoachPodcast.com/ebook SmartRealEstateCoach.com/QLS Smart Real Estate Coach Podcast Sponsor: Paul G. Dion CPA, CTC

Chris Prefontaine is the best-selling author of Real Estate on Your Terms: Create Continuous Cash Flow Now, Without Using Your Cash or Credit. He’s also the founder of SmartRealEstateCoach.com and the Smart Real Estate Coach Podcast. Chris has been in real estate for over 25 years. His experience includes the construction of over 100 single-family and duplex homes (mostly in the 1990’s and selectively to date), has owned a Realty Executives Franchise (Massachusetts 1994-2000) as broker/owner which maintained high per-agent standards and eventually sold to Coldwell Banker in 2000. The 2000’s included coaching ½ million and higher REALTORs® in order to scale & automate their business throughout the US and Canada. He also participated (and still does selectively) in doing condo conversions (multi-family homes to condos) and “raise the roof” projects (converting single-family ranches to colonials in growth neighborhoods). Chris has been a big advocate of constant education and participates regularly in high-end mastermind groups, as well as consults with private mentors. He runs his own buying and selling businesses with his family team, which buys 2-5 properties monthly, so they’re in the trenches every single week. They also help clients do the same thing around the country. Chris and his family team have done over 80 million in real estate transactions. They mentor, coach, consult, and actually partner with students around the country (by application only) to do exactly what they do. What you will learn in this episode: Why the Smart Real Estate Coach team only works with “serious and committed” students who have a passion for learning and who are in the position to do so Why being “serious and committed” and being “comfortable with being uncomfortable” are crucial traits for being coachable Chris gives an example of learning to become comfortable with being uncomfortable and how it changed the path of his life Why the three pillars of Chris’s coaching are mindset, skillset, and systems, and what each of these pillars brings to your learning experience What it means to be smart, and why being smart is about managing your expectations in a realistic way Why it’s important to be open to ACAA, which stands for “action, critique, adjust, and action” Why being clear and understanding what coaching pace is right for you and then communicating that pace is important How to access some great limited-time Business Scaling Secrets coaching bundles, and how to register for the Summer of Deals virtual event scheduled for June 12, 2021 Why change doesn’t happen overnight, but why with time and dedication you can change anything you want about your life Why even the biggest challenges you face can teach you valuable and important lessons that can make you even stronger in the future…if you’re coachable Past Episodes of the Smart Real Estate Coach Podcast to Revisit: Business Scaling Secrets bundles: www.BizScaling.com/bundles Summer of Deals registration website: www.SummerOfDeals.com Additional resources: Follow Chris and Zach on Club House to learn even more about deal structures and how to get 3 paydays from your real estate investments. If looking to secure some lines of credit for your business, check out Fund and Grow – Visit our Resource page at https://www.smartrealestatecoach.com/resources Schedule a FREE Strategy Call: SmartRealEstateCoach.com/action Register for our free masterclass: www.SmartRealEstateCoach.com/mastersclass Real Estate on Your Terms by Chris Prefontaine SmartRealEstateCoachPodcast.com/webinar SmartRealEstateCoachPodcast.com/ebook SmartRealEstateCoach.com/QLS Smart Real Estate Coach Podcast Sponsor: Paul G. Dion CPA, CTC

Peter Sage is an international serial entrepreneur and subject matter expert in human behavior and self mastery. His unique way of looking at the world has earned him the distinguished Brand Laureate Award for extraordinary individuals alongside previous winners who include Nelson Mandela, Steve Jobs and Christiano Ronaldo. Peter is a 6x TEDx speaker whose multiple #1 bestselling books have sold over 150,000 copies in several languages. He has founded multiple 8-figure companies and raised over $1M for various charities. Peter is now committed to sharing his vast knowledge and experience in a way that allows others to also lead an extraordinary life. What you’ll learn about in this episode: Peter introduces himself and shares his story as a mindset expert and entrepreneur who has learned the key life skill of finding opportunity in adversity What differences exist between a coach, a mentor, and a consultant, and why the differences are important when finding someone to work with who can accelerate your success Why a lack of resources is no excuse for not being resourceful, and why “personal growth” focuses too much on knowledge mastery rather than self-mastery Why the most important aspect of your success isn’t the skills you learn but the person who is applying those skills Why your mindset is 60% of your success and needs to be the aspect you develop before anything else Why too many people find out too late that there’s a huge difference between a life spent chasing success and a life spent chasing fulfillment Peter shares a story from a TEDx talk he gave about being charged with contempt of court and sentenced to six months in prison How Peter managed to find the silver lining in his prison experience and turned it into a powerful learning experience and an opportunity to change others’ lives How Peter turned eleven letters he wrote to coaching clients while in prison into a powerful book about turning adversity into advantage, “The Inside Track” Why Peter’s book landed at the ideal time given the state of the world today, and how to get a free copy of his book for just the cost of shipping Resources: Get a FREE copy of Peter Sage’s book “The Inside Track”: www.GetPetesBook.com Website: www.petersage.com LinkedIn: www.linkedin.com/in/peter-sage/ LinkedIn: www.linkedin.com/company/sage-academy-sbs-emf-mc-/about/ Facebook: www.facebook.com/PeterSageFan007/ Twitter: @PeterSage007 Resources: Follow Chris and Zach on Club House to learn even more about deal structures and how to get 3 paydays from your real estate investments. If looking to secure some lines of credit for your business, check out Fund and Grow – Visit our Resource page at https://www.smartrealestatecoach.com/resources Schedule a FREE Strategy Call: SmartRealEstateCoach.com/action Check out Chris’s upcoming Business Scaling Secrets virtual event: www.BizScaling.com Register for our free masterclass: www.SmartRealEstateCoach.com/mastersclass Real Estate on Your Terms by Chris Prefontaine SmartRealEstateCoachPodcast.com/webinar SmartRealEstateCoachPodcast.com/ebook SmartRealEstateCoach.com/QLS Smart Real Estate Coach Podcast Sponsor: Paul G. Dion CPA, CTC  

Zachary Beach is an Amazon Best-Selling Author of The New Rules of Real Estate Investing and revised edition of Real Estate On Your Terms. He has been an authority in real estate for 7 years now and has personally completed hundreds of real estate transactions and has mentored investors to complete thousands of transactions. At the age of 25, Zach decided to leave the world of bartending and personally training and jump into the family business. Now he is an equal partner and runs the acquisitions department, focusing on helping sellers accomplish their goal of selling their property. If Zach is not working, you will find him enjoying the outdoors or spending time with his wife Kayla and two kids Remi and Bellamy. His passion for family and business is what keeps him motivated and excited to take on each day. What you’ll learn about in this episode: Why betting on yourself, betting on others, and then others betting on you can increase the impact you have on the world and on your own life Zach shares how his challenging childhood ultimately led to a drug habit and educational struggles in middle school How Zach’s first time truly betting on himself was the key to becoming captain of his highschool football team and making it into college How stumbling and falling back into his old habits after his father passed away was an important wakeup call for Zach How pulling himself back out of drug addiction proved that Zach’s bet on himself was well-placed, and how it gave Zach the push to keep moving forward How working as a barback and bartender taught Zach that grinding a job without having passion for it leads to burnout, and how he first broke into real estate investing How joining the Smart Real Estate Coach team required Zach learning to bet on others and have others bet on him How Zach’s first real estate deal suffered a huge lead-based paint blow, and how he managed to pick himself back up again How Zach often sees these same “three bets” in the journey that Smart Real Estate Coach associate students go through Why believing in yourself and believing that you can’t lose if you bet on yourself is crucial for achieving success Resources: Follow Chris and Zach on Club House to learn even more about deal structures and how to get 3 paydays from your real estate investments. If looking to secure some lines of credit for your business, check out Fund and Grow – Visit our Resource page at https://www.smartrealestatecoach.com/resources Schedule a FREE Strategy Call: SmartRealEstateCoach.com/action Check out Chris’s upcoming Business Scaling Secrets virtual event: www.BizScaling.com Register for our free masterclass: www.SmartRealEstateCoach.com/mastersclass Business Scaling Event: http://bizscaling.com/ Real Estate on Your Terms by Chris Prefontaine SmartRealEstateCoachPodcast.com/webinar SmartRealEstateCoachPodcast.com/ebook SmartRealEstateCoach.com/QLS Smart Real Estate Coach Podcast Sponsor: Paul G. Dion CPA, CTC  

Mark Willis is a man on a mission to help you think differently about your money, your economy and your future. After graduating with six figures of student loan debt and discovering a way to turn his debt into real wealth as he watched everybody lose their retirement savings and home equity in 2008, he knew that he needed to find a more predictable way to meet his financial objectives and those of his clients. Mark is a CERTIFIED FINANCIAL PLANNER, a two-time #1 Best Selling Author and the owner of Lake Growth Financial Services, a financial firm in Chicago, Illinois. Over the years, he has helped hundreds of his clients take back control of their financial future and build their businesses with proven, tax-efficient financial solutions. He specializes in building custom-tailored financial strategies that are unknown to typical stock-jockeys, attorneys, or other financial gurus. As co-host of the Not Your Average Financial Podcast™, he shares some of his strategies for investing in real estate, paying for college without going broke, and creating an income in retirement you won’t outlive. Mark works with people who want to grow their wealth in ways that are safe and predictable, to become their own source of financing, and create tax-free income in retirement. What you’ll learn about in this episode: Why where you put your money determines what your money does and how it acts, and why knowing what you want your money to do for you is the first step Why one of the great money options Mark has found is a certain type of dividend-paying whole life insurance that is often better than a 401k What “TGIF” benefits you can expect from keeping your money in this kind of whole life insurance policy, and why it allows you to “bank on yourself” Why this kind of policy can allow you to borrow against it without impacting how your money is growing in the policy Mark answers a question Chris has about his own personal IRA-owned LLC, and he explains why generally one of the only assets an IRA can’t hold is life insurance Why anyone can tap into the investment power of a dividend-paying whole life insurance policy, and why having multiple policies can be a powerful strategy Why seeing yourself as an investment can allow you to leave your family a powerful, generational legacy Why this strategy requires a level of consistency in your capacity to save money and isn’t the right fit for every financial situation What exciting knowledge Mark is going to share at Chris Prefontaine’s upcoming Business Scaling Secrets virtual event March 31-April 1, 2021 Resources: Get a FREE strategy call with Mark Willis: www.notyouraveragefinancialpodcast.com Listen to Mark’s previous appearance in episode 124 of the Smart Real Estate Coach podcast: https://smartrealestatecoachpodcast.com/podcasts/mark-willis/ Website: www.growmorewealth.com Website: http://lakegrowth.com/ Facebook: www.facebook.com/lakegrowth/ LinkedIn: www.linkedin.com/in/marklakegrowth/ LinkedIn: www.linkedin.com/company/lakegrowth/ Twitter: @LakeGrowth Additional resources: Check out Chris’s upcoming Business Scaling Secrets virtual event: www.BizScaling.com Real Estate on Your Terms by Chris Prefontaine SmartRealEstateCoachPodcast.com/webinar SmartRealEstateCoachPodcast.com/ebook SmartRealEstateCoach.com/QLS Smart Real Estate Coach Podcast Sponsor: Paul G. Dion CPA, CTC

Lauren & Steve Mernick are the founders of Home On Your Terms and are based in eastern Connecticut. Steve serves as the company’s Acquisitions Director and loves crafting up creative solutions for sellers, while Lauren works as Sales Director and enjoys helping deserving buyers achieve their goal of home ownership. When not working on their own business, they are mentoring other investors who wish to learn the terms of the niche of real estate. In their free time, they are with their two young children and two dogs. Steve can also be considered a cornhole connoisseur, so you may find him outside perfecting his form. Lauren is a huge fan of “The Office,” so she may or may not quote some of her favorite lines while on a call with you. What you’ll learn about in this episode: How Steve and Lauren have made the transition into coaching as part of the Smart Real Estate Coach community, and what big wins they’ve helped their students achieve How Steve and Lauren worked hard to discover how to save a real estate deal that was about to go under when the sellers got cold feet just one day before close What strategies Steve and Lauren suggest for any investor wanting to learn how to save a real estate deal in a similar situation where the seller develops cold feet Why strong, open communication is the cornerstone of the relationship Steve and Lauren are able to develop with the students they coach Why dealing with problems and unexpected events calmly and with the right mindset while avoiding falling into your emotions is the key to overcoming any challenge How collaborating and strategizing together helped Steve, Lauren and their student, Mark, work through the last-minute disaster to find the right solution Why the biggest win from saving the deal was the incredible learning opportunity it created for everyone involved Why stumbles like this one are important experiences that can help you learn to adapt, pivot, and be flexible in the face of any challenge Why Stevel and Lauren relish the opportunity to coach others, and what satisfaction they draw from helping others Resources: Listen to Steve and Lauren’s appearance in episode 133 of the Smart Real Estate Coach podcast: https://smartrealestatecoachpodcast.com/podcasts/family-cast-05/ Website: http://homeonyourterms.com/ Facebook: www.facebook.com/homeonyourterms Instagram: www.instagram.com/homeonyourterms Twitter: @HomeOnYourTerms Additional resources: Check out Chris’s upcoming Business Scaling Secrets virtual event: www.BizScaling.com Register for our free masterclass: www.SmartRealEstateCoach.com/mastersclass Business Scaling Event: http://bizscaling.com/ Real Estate on Your Terms by Chris Prefontaine SmartRealEstateCoachPodcast.com/webinar SmartRealEstateCoachPodcast.com/ebook SmartRealEstateCoach.com/QLS

I’m Bryan Dewhurst and I’m really proud to be one of the co-founders of Uncommon Wealth Partners, LLC along with my friend, Phillip Ramsey. I’ve spent more than a decade learning from mentors and serving clients with other firms and it was finally time to step out and do it the way we wanted it to be done. My professional background is in economics and consulting. One of the elements of our work that I love the most is having the opportunity to teach investors, business owners, professionals and families the strategies that work for corporations and banks. If it can help the big corporations why shouldn’t we harness the same opportunity, risk management and diversification to clients all over the country. At the core, I want people to win at the game of life. I know that I want to have an uncommon life and I want other people to have a growth mindset and the same opportunity and upside that I see for myself, my family and our clients. Phillip’s Bio: My name is Phillip Ramsey. I am married to the woman of my dreams, I have three amazing children, I have awesome friends and I get excited every day to go to work. I am honored to say I have been an Iowan my whole life. I am truly blessed far beyond what I deserve. Ironically, I started in the financial services industry because of my own negative experience. I never felt like I was getting help from any of the advisors I met with. I determined that I was going to become the advisor I hoped to talk to when I needed help. I promised myself when I started that I would be uncommon in this industry. I started with Principal Financial Group and learned a lot about how finances worked but I quickly saw that the goals my clients had and the goals I had for my clients were different from the company’s goals. After this realization, I decided to leave Principal and become an independent financial advisor. It was at this point I met my friend, Bryan Dewhurst and together we started formalizing our competitive advantage. Prior to becoming an advisor, I was a pharmaceutical rep and felt like I learned two valuable lessons while in that job. First, I wanted to own my own business. We are independent which means there isn’t anyone telling us what we need to sell or telling us what companies we have to sell for. Second, I wanted to do the research for myself instead of taking other people’s word for it. Now our clients get fresh new ideas that aren’t even being discussed with other advisors because we have done our own research. We feel our job is to educate our clients and provide them with as many options as we can and let them make the decision as to what they want to do. What you’ll learn about in this episode: Why Phillip and Bryan recognized the failings of the financial advisor industry and decided to do things differently Why the key to the work Phillip and Bryan do lies in helping people identify and lean into what they’re passionate about in life How they help their clients realize that there are lots of ways to monetize their passion and build financial security How Phillip and Bryan help people get clarity on their risk tolerance and take sensible risks when growing their wealth What impact Phillip and Bryan have seen in their clients due to the global pandemic, and why the way people view big business has changed Why the team at Uncommon Wealth Partners works to meet people where they are, even if their chosen investment vehicle is unorthodox Why being successful in any kind of investing is a learning experience, and why even if you at first struggle you should learn and try again How Phillip and Bryan have begun integrating Bitcoin and other cryptocurrencies into their offerings for their clients How the global pandemic has been an eye-opening experience that has pulled the veil back on how our economy works How Phillip and Bryan are launching their first book, “The Uncommon Wealth: You Are Your Best Asset, Invest In Yourself” in spring 2021 Resources: Website: www.uncommonwealth.com The Uncommon Life Project podcast: www.uncommonwealth.com/podcast/ Bryan’s LinkedIn: www.linkedin.com/in/bryan-dewhurst-a1946370/ Phillip’s LinkedIn: www.linkedin.com/in/phillipramsey/ Facebook: www.facebook.com/uncommonwealthpartners/ Bryan’s Twitter: @bryandewhurst Additional resources: Real Estate on Your Terms by Chris Prefontaine SmartRealEstateCoachPodcast.com/webinar SmartRealEstateCoachPodcast.com/ebook SmartRealEstateCoach.com/QLS Smart Real Estate Coach Podcast Sponsor: Paul G. Dion CPA, CTC