The Trusted Advisor Marketing Show

First, we are so grateful that you took the time out of your day to join us for another "Hot Topic" 🔥 on the Trusted Advisor Show!  In this week's episode of the TA Show, Co-Hosts, Rob Jacomen and Ryan Staton, are honored to sit down with two of the most amazing and dedicated individuals we've ever had on the show, and who also happen to work with an extraordinary organization with a huge mission to help our veterans and their families called Hiring Our Heroes .  Please join us and welcoming Lauren Monnelly and Allison Chamberlayne to our podcast this week. Hiring Our Heroes' mission is to connect the military community with civilian companies to create economic opportunity and a strong and diversified workforce.  The U.S. Chamber of Commerce Foundation’s Hiring Our Heroes initiative launched in March 2011 as a nationwide effort to connect veterans, transitioning service members, and military spouses with meaningful employment opportunities.  Working with the U.S. Chamber of Commerce’s vast network of state and local chambers and strategic partners from the public, private, and non-profit sectors, our goal is to create a movement across America in hundreds of communities where veterans and military families return every day. Join us for another great jam-packed episode of hope, caring and empathy toward our veterans and their families who have sacrificed so much to protect our freedoms and who also help to give us these amazing opportunities to build our businesses.  We believe that working with organizations like Hiring Our Heroes has the potential to elevate your business to a whole new level of scale and growth with their unique approach (tons of value!). To connect with Lauren and Allison directly and learn more about how Hiring Our Heroes can add value to your business: Hiring Our Heroes U.S. Chamber of Commerce Foundation 1615 H Street NW, Washington, DC 20062 Lauren Monnelly Military Spouse Fellowship Program Manager National Capital Region Mobile: (202) 380-8632 lmonnelly@uschamber.com Allison Chamberlayne Program Manager, Fellowship Program, National Capital Region Mobile: (202) 699-0632 AChamberlayne@uschamber.com #advisors #hiringourheroes #smallbusiness #businessowner #business #entrepreneur #success The Mission and Big "Why" for the Trusted Advisor Show & Podcast is to: 🔥  Build Relationships 🔥  Earn Trust 🔥  Create Value 🔥  Make a Positive Impact Apple iTunes Podcast Link:  https://podcasts.apple.com/us/podcast/the-trusted-advisor-show-podcast/id1499854718 To connect with your hosts and learn more about their firms: Rob Jacomen @robjacomen LinkedIn:  https://www.linkedin.com/in/rob-jacomen/ Email:  rob@fortressriskadvisors.com StatonWalsh Website:  www.statonwalsh.com https://www.linkedin.com/company/statonwalsh/?viewAsMember=true https://www.facebook.com/StatonWalsh @statonwalsh Ryan Staton Devin Walsh Ryan Staton is an Investment Advisor of, and securities offered through, Founders Financial Securities, LLC Member FINRA/SIPC and Registered Investment Advisor. Devin Walsh: Securities offered through Founders Financial Securities, LLC Member FINRA/SIPC and Registered Investment Advisor. Check the background of this firm on http://brokercheck.finra.org/ This podcast is for informational purposes only.   Although the information has been gathered from sources believed to be reliable, please note that individual situations can vary. Therefore, the information should be relied upon only when coordinated with individual professional advice.  StatonWalsh and Founder’s Financial Securities do not provide tax, legal, or accounting advice. Consult your tax, legal, or accounting professional regarding your individual situation.

In this week's episode of the TA Show, Co-Hosts, Rob Jacomen and Ryan Staton, are honored to sit down with another incredible guest, Mike Gola the Director of Strategic Accounts for a phenomenal company, BizEquity.  Mike delivers some of the most powerful and impactful value for business owners and C-Suite execs on why it is so critical to know how much your business is really worth. Sounds like a cliché, but, the old adage is true..."knowledge is power" and when you learn what your business is really worth and all the unique factors that drive value, then you'll have the foundation to build upon and transform this knowledge into your competitive advantage.  Also, we're confident that you'll walk away with real actionable strategies that you can implement in your business immediately. Mike takes us behind the scenes on the early beginnings and journey of the BizEquity model, his personal story and his mission to share the incredible power of their platform to help Trusted Advisors work with clients to better assess the value of their businesses and much much more! Join us for another great jam-packed episode of tips, tools and strategies that we believe has the potential to elevate your business to a whole new level of scale and growth with this powerful Business Valuation concept. To connect with Mike directly and learn more about BizEquity: MIKE GOLA Director, Strategic Accounts C: (610) 864-3522 mgola@bizequity.com www.bizequity.com BizEquity is the world's only patented and the largest provider of business valuations, having valued 33,422,388 private businesses globally.  BizEquity was born from the learnings of a multi-billion dollar financial institution and a passionate founding team to help Democratize the most important financial knowledge in the world - your business value.  At BizEquity, we help answer the elephant-in-the-room question, “What's Your Business Worth?”. We invite you to join us in our mission to democratize business valuation for the 98% of the world who have avoided this important question until now. #advisors #businessvaluation #smallbusiness #businessowner #business #entrepreneur #success The Mission and Big "Why" for the Trusted Advisor Show & Podcast is to: 🔥  Build Relationships 🔥  Earn Trust 🔥  Create Value 🔥  Make a Positive Impact Apple iTunes Podcast Link:  https://podcasts.apple.com/us/podcast/the-trusted-advisor-show-podcast/id1499854718 To connect with your hosts and learn more about their firms: Rob Jacomen @robjacomen LinkedIn:  https://www.linkedin.com/in/rob-jacomen/ Email:  rob@fortressriskadvisors.com StatonWalsh Website:  www.statonwalsh.com https://www.linkedin.com/company/statonwalsh/?viewAsMember=true https://www.facebook.com/StatonWalsh @statonwalsh Ryan Staton Devin Walsh Ryan Staton is an Investment Advisor of, and securities offered through, Founders Financial Securities, LLC Member FINRA/SIPC and Registered Investment Advisor. Devin Walsh: Securities offered through Founders Financial Securities, LLC Member FINRA/SIPC and Registered Investment Advisor. Check the background of this firm on http://brokercheck.finra.org/ This podcast is for informational purposes only.   Although the information has been gathered from sources believed to be reliable, please note that individual situations can vary. Therefore, the information should be relied upon only when coordinated with individual professional advice.  StatonWalsh and Founder’s Financial Securities do not provide tax, legal, or accounting advice. Consult your tax, legal, or accounting professional regarding your individual situation.

In this week's episode of the Trusted Advisor Show, Co-Hosts, Rob Jacomen and Devin Walsh, are honored to sit down with another incredible guest, Matt Bralove, one of the co-owners and partners of Zone Accounting located in the Baltimore, MD Region.  Matt shares some of the most powerful and impactful value for business owners that we've ever heard from a CPA's viewpoint.  And, best of all, he peels back the layers of a business where most business owners either don't want to go and ignore or their current CPA, while probably good at annual tax return work, lacks the knowledge and expertise to be a valuable Advisor first and foremost.  Matt's expertise in working with small businesses and his uncanny ability to uncover TRUTHS about you and your business is everything a true Trusted Advisor should be! So, if you think this episode is going to be a nerdy discussion about numbers, "bean counting" and metrics that puts us all to sleep 😴😴😴, you're wrong!  We can tell you that after doing this for the last year, this is one of the most value-packed and impactful episodes so far. To connect with Matt directly and learn more about his firm: Matt Bralove, CPA, MST Business and Tax Advisor 201 International Circle, Suite 510 Hunt Valley, MD 21030 T: 410-526-3980 F: 410-526-3989 Direct Dial: 443-330-3850 Email:  Matt@zoneaccounting.net www.ZoneAccounting.Net #cpa #accounting #smallbusiness #businessowner #business #entrepreneur #success The Mission and Big "Why" for the Trusted Advisor Show & Podcast is to: 🔥  Build Relationships 🔥  Earn Trust 🔥  Create Value 🔥  Make a Positive Impact Apple iTunes Podcast Link:  https://podcasts.apple.com/us/podcast/the-trusted-advisor-show-podcast/id1499854718 To connect with your hosts and learn more about their firms: Rob Jacomen @robjacomen LinkedIn:  https://www.linkedin.com/in/rob-jacomen/ Email:  robertjacomen@gmail.com StatonWalsh Website:  www.statonwalsh.com https://www.linkedin.com/company/statonwalsh/?viewAsMember=true https://www.facebook.com/StatonWalsh @statonwalsh Ryan Staton Devin Walsh Ryan Staton is an Investment Advisor of, and securities offered through, Founders Financial Securities, LLC Member FINRA/SIPC and Registered Investment Advisor. Devin Walsh: Securities offered through Founders Financial Securities, LLC Member FINRA/SIPC and Registered Investment Advisor. Check the background of this firm on http://brokercheck.finra.org/ This podcast is for informational purposes only.   Although the information has been gathered from sources believed to be reliable, please note that individual situations can vary. Therefore, the information should be relied upon only when coordinated with individual professional advice.  StatonWalsh and Founder’s Financial Securities do not provide tax, legal, or accounting advice. Consult your tax, legal, or accounting professional regarding your individual situation.

In this week's episode of the Trusted Advisor Show, Co-Hosts, Rob Jacomen and Ryan Staton, are honored to sit down with amazing guest, Alexander Cruz, one of the co-owners and partners of CR of Maryland and to share his amazing story of successes, overcoming challenges and being a part of creating an amazing real estate investment business model that is making a huge impact in the lives of other aspiring investors as well as improving the local Baltimore region and the communities they serve.  Everyone is in for a big treat and you will walk away with tremendous value! CR of MD HISTORY Maryland Born And Raised The company was established in 2004 as CR Property Group by Craig Reich, a Maryland native who was born and raised in Baltimore. The focus of the company was buying, renovating and reselling homes. Within a few years we had become one of the largest home renovation companies in the northeast. As the company continued to grow, it expanded into a full service real estate investment company that buys, renovates and resells homes, buys, renovates and leases rentals, and includes a retail real estate team that serves buyers & sellers throughout the Baltimore Metro area. So, join us for another amazing guest who is filled with incredible knowledge, experience and value to share, and as always..."Another HOT TOPIC!!!" 🔥🔥🔥 To connect with Xander directly and learn more about his firm: 📧:  alexander@crofmaryland.com ☎:   (410) 560-2763 📜:  https://crofmaryland.com/contact-us/ Also, check out their "Turn-Key Investments" business model:  https://crofmaryland.com/turnkey-investments/ CR of Maryland Main Office: 2345 York Road, Suite 302 Timonium, MD 21093 #realestate #realestateinvesting #businessowner #business #entrepreneur #success The Mission and Big "Why" for the Trusted Advisor Show & Podcast is to: 🔥  Build Relationships 🔥  Earn Trust 🔥  Create Value 🔥  Make a Positive Impact Apple iTunes Podcast Link:  https://podcasts.apple.com/us/podcast/the-trusted-advisor-show-podcast/id1499854718 To connect with your hosts and learn more about their firms: Rob Jacomen @robjacomen LinkedIn:  https://www.linkedin.com/in/rob-jacomen/ Email:  robertjacomen@gmail.com StatonWalsh Website:  www.statonwalsh.com https://www.linkedin.com/company/statonwalsh/?viewAsMember=true https://www.facebook.com/StatonWalsh @statonwalsh Ryan Staton Devin Walsh Ryan Staton is an Investment Advisor of, and securities offered through, Founders Financial Securities, LLC Member FINRA/SIPC and Registered Investment Advisor. Devin Walsh: Securities offered through Founders Financial Securities, LLC Member FINRA/SIPC and Registered Investment Advisor. Check the background of this firm on http://brokercheck.finra.org/ This podcast is for informational purposes only.   Although the information has been gathered from sources believed to be reliable, please note that individual situations can vary. Therefore, the information should be relied upon only when coordinated with individual professional advice.  StatonWalsh and Founder’s Financial Securities do not provide tax, legal, or accounting advice. Consult your tax, legal, or accounting professional regarding your individual situation.

In this week's episode of the Trusted Advisor Show, Co-Hosts, Rob Jacomen, Ryan Staton, and Devin Walsh are honored to sit down with a very special guest, Jerry Lotz, serial entrepreneur, founder and principal of CostSeg Energy Solutions and to share his amazing story of successes, overcoming challenges and persevering by providing solutions to a major problem business owners face everyday in their businesses...helping to reduce the enormous costs associated with running a business and also helping to improve the efficiencies of how those resources are deployed. You'll also learn some amazing and often little-known cost-reduction and tax-saving tips, tools and strategies that virtually any business owner can implement in their business and get results.  Jerry embodies all the qualities, leadership and vision of a successful entrepreneur and a true best-in-class Trusted Advisor to his clients.  Everything his organization does is about helping your organization become “Fiscally Fit!”. CostSeg Energy Solutions was born in 2015 as result of years of listening to and taking care of customers’ needs.  Jerry had a vision of pooling together a select few highly reputable companies that offer products and services that could provide for-profit and not-for profit owners and managers a “peace of mind” in these tenuous times.  The foundation of his business model is built on the fundamental belief that owners and managers want to know they are making the most efficient use of their hard earned dollars.  They also want to know they are offering the “best” products and services they can to meet the market they are looking to penetrate. They want to feel good about taking care of the people in the organization that help them survive and thrive. So, join us for another amazing guest who is filled with incredible knowledge, experience and value to share, and as always..."Another HOT TOPIC!!!" 🔥🔥🔥 To connect with Jerry directly and learn more about his firm: 📧:  jlotz@costseges.com ☎:   410-960-8269 📜:  https://costseges.com/about-us CostSeg Energy Solutions Main Office: 2518 Perring Woods Road Parkville, Maryland 21234 #costsavings #businessowner #business #entrepreneur #success The Mission and Big "Why" for the Trusted Advisor Show & Podcast is to: 🔥  Build Relationships 🔥  Earn Trust 🔥  Create Value 🔥  Make a Positive Impact Apple iTunes Podcast Link:  https://podcasts.apple.com/us/podcast/the-trusted-advisor-show-podcast/id1499854718 To connect with your hosts and learn more about their firms: Rob Jacomen @robjacomen LinkedIn:  https://www.linkedin.com/in/rob-jacomen/ Email:  robertjacomen@gmail.com StatonWalsh Website:  www.statonwalsh.com https://www.linkedin.com/company/statonwalsh/?viewAsMember=true https://www.facebook.com/StatonWalsh @statonwalsh Ryan Staton Devin Walsh Ryan Staton is an Investment Advisor of, and securities offered through, Founders Financial Securities, LLC Member FINRA/SIPC and Registered Investment Advisor. Devin Walsh: Securities offered through Founders Financial Securities, LLC Member FINRA/SIPC and Registered Investment Advisor. Check the background of this firm on http://brokercheck.finra.org/ This podcast is for informational purposes only.   Although the information has been gathered from sources believed to be reliable, please note that individual situations can vary. Therefore, the information should be relied upon only when coordinated with individual professional advice.  StatonWalsh and Founder’s Financial Securities do not provide tax, legal, or accounting advice. Consult your tax, legal, or accounting professional regarding your individual situation.