Episodios

  • How to Invest in Notes
    Mar 28 2026
    Eddie Speed - Note School On Timing the Market: "What's the best time to be in the note business? I said, there's two things. Either it's inflationary times or disruptive times. Right now we have both." It is always best to have an attorney before you need one, especially in business. Often, to make a deal happen, you need financing. In real estate especially. But often the typical bank cannot offer financing for a home to an entrepreneur. We just don't check the W2 box like the banks want to see. So where can you get financing for a home, if you are an entrepreneur? From another angle, you want to invest in something that has some great returns, but being a landlord isn't really your idea of fun. What is another real estate investing option that can help you make money in your sleep? Eddie Speed has started the Note School. A school that teaches how to invest and offer notes to people that need financing outside of traditional banks. Eddie shares insights from his decades of experience teaching people how to "be the bank, a strategy that has helped countless real estate investors convert their rental properties into seller-financed opportunities. As rental profits dwindle and banks tighten their lending standards, Eddie explains how seller financing can transform a landlord’s cash flow and serve an underserved market of aspiring homeowners. From practical math to tax strategies, and a behind-the-scenes look at the NoteSchool training process, Listen as Eddie explains innovative ways to thrive in disruptive, inflationary times. Whether you’re a seasoned investor, a curious landlord, or an entrepreneur seeking new revenue streams, Eddie’s expertise will open your eyes to possibilities beyond conventional real estate. Enjoy! Visit Eddie at: https://noteschool.com/DrawIn Sponsors: Live Video chat with our customers here with LiveSwitch: https://join.liveswitch.com/gfj3m6hnmguz Calls On Call Extraordinary Answering Service: https://callsoncall.com Some videos have been recorded with Riverside: https://www.riverside.fm/?utm_campaign=campaign_5&utm_medium=affiliate&utm_source=rewardful&via=james-kademan Podcast Overview: 00:00 Learning to become the bank 04:18 Discussing rental properties as businesses 07:22 Helping sellers with financing 12:41 Rental income and market comparison 13:35 Tax tips for installment sales 19:13 Training successful yet overthinking students 22:05 Starting in the business 25:22 Finding a niche in real estate 27:43 Challenges of property management 32:12 Challenges with traditional mortgage lending 35:16 Frustration with appliance durability 40:36 Comparing 30-year vs 50-year loans 44:25 Finding reliable, hardworking realtors 47:50 Finding local property services 50:19 Getting started with online basics 54:43 Funding notes and marketplace strategy Podcast Transcription: Eddie Speed [00:00:00]: Think and think in terms of the easiest way. People say, people say, give me a reference of seller financing that everybody can relate to the car industry. You, you buy, buy a car, maybe it's a used car or you are, you know, whoever your secretary buys, whatever that is. Right. Somebody buys a car and the car dealership carries the financing. They sell or finance the car. Does that make sense? James Kademan [00:00:26]: It does. Eddie Speed [00:00:26]: Instead of seller financing a car, you sell or finance a property. So you're not renting it anymore. You're, you're transferring the deed to the new guy, but you're saying, wait a minute, I'm going to carry, I'm going to be your bank and I'm going to carry long term financing. James Kademan [00:00:47]: You have found Authentic Business Adventures, the business program that brings you the struggle stories and triumphant successes of business owners across the land. Downloadable audio episodes can be found in the podcast link found@drawincustomers.com we are locally underwritten by the bank of Sun Prairie Calls On Call Extraordinary answering Service, the Bold business Book as well as Live Switch. Today we're welcoming Slash, preparing to learn from Eddie Speed of the note school. So Eddie, how is it going today? Eddie Speed [00:01:15]: I'm great, how are you? James Kademan [00:01:17]: I am excited. We're talking about real estate notes and I gotta admit, I don't know much about that at all. So I'm excited to learn from you. So let's start with the basic foundation. What is the note school? Eddie Speed [00:01:31]: Well, note school teaches people how to be the bank. There's basically two ways you could be the bank. You might have a rental property that's far more profitable for you to finance the rent property than continuing to pay rent and taxes and insurance and the plumber and the all that. Right. And, or you may say, no, I don't have a rent house, Eddie. I just, I like the idea of being a bank. How would I find a note? And so we have run a school for 25 years showing people how to go be the bank. James Kademan [00:02:09]:...
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    59 m
  • Real Stories of Legal Struggles and Successes
    Mar 20 2026
    Jane Muir - J. Muir & Associates P.A. On the Bold Truth: "But long story short, litigation has to be part of your comprehensive business plan." It is always best to have an attorney before you need one, especially in business. Jane Muir is a business attorney that has seen almost everything. She started her law practice to help entrepreneurs navigate the law. From the basics of forming your business entity to protecting yourself through solid contracts and smart bookkeeping, Jane Muir shares invaluable advice for business owners at every stage. She discusses common pitfalls companies face, such as collecting unpaid invoices, navigating litigation, and when (or if) it’s even worth chasing what you’re owed. You'll also hear about the often-overlooked power of credit reporting, and why a solid business plan includes preparing for legal disputes, not just dreaming big. Jane Muir gets candid about her own journey: growing up in a family of lawyers, how market downturns led her to start her own practice, and why embracing technology and AI has helped her firm stand out and serve clients more efficiently. Plus, she recommends the essential business books every entrepreneur should read (hint: it’s not all about law). Listen as Jane explains what to look for in a great business attorney and how an attorney can help you prevent and solve some issues you may come across. Enjoy! Visit Jane at: http://www.jmuirandassociates.com/ Sponsors: Live Video chat with our customers here with LiveSwitch: https://join.liveswitch.com/gfj3m6hnmguz Some videos have been recorded with Riverside: https://www.riverside.fm/?utm_campaign=campaign_5&utm_medium=affiliate&utm_source=rewardful&via=james-kademan Podcast Overview: 00:00 Business Entity Options Explained 05:45 "Small Claims: Worth the Chase?" 08:51 "Litigation: A Business Strategy" 12:59 "Enforcing Judgments with Legal Writs" 16:03 "Fighting for Justice and Fees" 18:49 Settlements vs. Trials: Key Insights 21:01 Partnerships and Legal Financial Dynamics 26:20 Beginner Business Tax Tips 28:49 "Credit Reporting Agencies Explained" 33:02 "Gemini and AI Automations" 34:07 Automated Document and Scheduling System 39:03 "Spot, Read, Decide Quickly" 42:00 Vespa Insurance Coverage Gap 46:24 "Starting a Law Firm" 50:33 "Legal Challenges and Opportunities" 51:21 "Assessing Threats and Opportunities" 56:23 Bookkeeping: Your Business Backbone Podcast Transcription: Jane Muir [00:00:00]: in whatever that area is. You could be a painter or a social media marketing person, but if you're not getting your invoices out and getting paid, you're just not going to have a business. Well, that's really so important that we make sure everybody is aware that bookkeeping is the backbone of your business and you might not like it. It might be boring. So you got to find someone who's going to do it for you. But if you don't have your bookkeeping in order, then you're lost and you'll never be able to succeed. James [00:00:39]: You have found Authentic Business Adventures, the business program that brings you the struggle stories and triumph and successes of business owners across the land. Downloadable audio episodes can be found on the podcast link found at drawincustomers.com. We are locally underwritten by the Bank of Sun Prairie, Calls On Call Extraordinary Answering Service, The Bold Business Book, as well as LiveSwitch. Today we are welcoming/preparing to learn from Jane Muir of J. Muir and Associates, PA. Jane, how is it going today? Jane Muir [00:01:09]: It's a beautiful day in Coral Gables. How are you? James [00:01:12]: I am doing well. You know, you and I were chatting right before here about the initials after the name, J. Muir and Associates, the PA. So let's dig into some legal stuff right away. What is the PA? Jane Muir [00:01:26]: Every state has statutes that define the different types of corporate entities that they allow. And in order to tell the public what corporate entity you have, there are little letters at the end of the name of the company, like Inc. or LLC or Co. And those are designed to give notice of what rules and, um, rights and responsibilities apply to that corporate entity. Uh, my entity is called a professional association, which is specific to professionals who hold a license. It can apply to accountants, architects, engineers, lawyers, doctors, and it's essentially a partnership form. Um, which is an option just for licensed professionals. James [00:02:18]: Nice. So that would be in addition to, or instead of an LLC or S corporation, something like that? Jane Muir [00:02:26]: It would be instead of. James [00:02:27]: Uh, instead of. Jane Muir [00:02:28]: A professional group like lawyers or doctors, they can have a PA or a PLLC, or they can have another thing called a limited liability partnership, an LLP. Theoretically, they could have other types of entities to allow non-licensed professionals to participate. Like if, if I were going to start a ...
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    1 h
  • Mind and Body Wellness
    Mar 14 2026
    Annie - The Garden Mind Body On the Figuring Out That it is All Connected: ""I was so skeptical because I was like, how is working with my mind going to change what my body's doing?" Pain seems to be everywhere. In our bodies, often we have the aches or headaches that seem to have no real reason for existing other than to feel like misplaced karma. But what if the aches in the body were due to issues in the mind? What if you realized that everything in the body is connected to the mind and vice versa. Through many challenges and illnesses and a lack of progress from typical doctor visits, Annie Kubena has researched and discovered what should be common knowledge, but isn't. Our thoughts and our bodies live and work together, essentially as one. Sometimes there messages are delivered by using pain as an esoteric way to inform your mind that your subconscious mind has some issues it needs you to deal with. Annie discovered this and this has led her to become a holistic mind-body coach. She is helping others find relief from anxiety, chronic pain, and even the lingering effects of COVID through nervous system regulation, brain rewiring, and tools like somatic parts work and EFT tapping. Annie Kubena details the ins and outs of her methods, and why tending to our “inner garden” is essential for lasting health. Listen as Annie explains how you can get the relief you need from the pain that may be slowing you down. Enjoy! Visit Annie at: https://www.thegardenmindbody.com/ Sponsors: Live Video chat with our customers here with LiveSwitch: https://join.liveswitch.com/gfj3m6hnmguz Some videos have been recorded with Riverside: https://www.riverside.fm/?utm_campaign=campaign_5&utm_medium=affiliate&utm_source=rewardful&via=james-kademan Podcast Overview: 00:00 Listening to My Body 04:43 Listening to My Body 08:36 Long COVID's Lingering Body Effects 11:05 "Building Resilience Through Reflection" 15:53 Homeopathy and Nervous System Rewiring 18:32 Understanding People One-on-One 21:08 "Overcoming Functional Freeze Patterns" 26:24 "Vagus Nerve Healing Commitment" 27:08 "Everyone Has Their Baggage" 30:42 "Remote Coaching Works Well" 34:36 Mind-Body Connection and Pain 37:51 Surgical Collaboration Insight Podcast Transcription: Annie Kubena [00:00:00]: And also I always prioritized like work and school over what my body was asking for. So I learned how to like tune in more to what my body is really asking me for, tune in more to like impulses. I was the kind of person that would like sit at my desk for so many hours without moving, without going to the bathroom when I needed to, like anything. I was just like, I would like settle into my work and just focus and push through. And so this was really having to train myself out of that and more into like, what's my body asking me for today? James [00:00:37]: You have found Authentic Business Adventures, the business program that brings you the struggle stories and triumphant successes of business owners across the land. Downloadable audio episodes can be found in the podcast link found at drawincustomers.com. We are locally underwritten by the Bank of Sunbury, and today we're welcoming/preparing to learn from Annie Kubena. Of The Garden Mind Body Wellness. So Annie, how is it going today? Annie Kubena [00:01:01]: It's going great today. Thanks so much for having me. James [00:01:03]: Yeah, thanks for being on the show. Tell us the story. What is The Garden Mind Body Wellness? Annie Kubena [00:01:08]: Um, I am a holistic mind-body coach and I help people with anxiety, chronic illness, chronic pain, um, recover or prevent those things too through the power of the nervous system. James [00:01:21]: All right. And how do you get in there? Annie Kubena [00:01:25]: It's really a passion I have because of my own decades-long health journey. James [00:01:32]: Decades? Annie Kubena [00:01:33]: Decades long, yeah. James [00:01:34]: All right. Annie Kubena [00:01:35]: I struggled for a really long time with my health and just being a highly sensitive person in the world. James [00:01:43]: Okay. You're talking emotionally, physically, both? Annie Kubena [00:01:46]: Both. Yeah. Yeah. I've always been just really sensitive since I was a little kid. James [00:01:51]: Okay. Annie Kubena [00:01:53]: Yeah, I really struggled with my health for a very long time. I got into a lot of holistic health approaches to help myself, and then I did a 1-year-long nervous system and brain rewiring program. James [00:02:09]: Okay. Annie Kubena [00:02:10]: Just because I was like really desperate. I was like, I'm doing everything right. Like, why am I— why am I having— I kept having these cycles of like, pushing really hard when I felt well and then crashing and getting really sick. Oh, um, and I think that happens to a lot of people with chronic illness. But I did this nervous system program and realized, wow, like, I've almost never in my life just been like calm and centered ...
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    41 m
  • Gio’s Garden – Respite, Therapy and Resources for Families with Special Needs Children
    Mar 7 2026
    Hilary Berning - Gio's Garden On the Unrealistic Timelines of Insurance Companies: "It's a 6 to 9 month process just to get a wheelchair. I really need some way to get my son from point A to point B." Families with special needs children already have some challenges. These families need help and some guidance on where they can get this help. This is where Gio's Garden comes in. Gio’s Garden is a one-of-a-kind therapeutic respite center based in Middleton, Wisconsin, and recently expanded to Sun Prairie, Wisconsin. Their essential mission: to provide safe, enriching respite care for children with special needs aged 0–7, giving parents the chance to take a break, run errands, or simply breathe. Hilary Berning shares the struggles many of these families face. From finding a place to care for your child temporarily since you can’t just leave your medically complex child with the teenager down the block. Gio’s Garden fills that gap with one-on-one care, specially trained staff, and a joyful, home-like atmosphere. Their houses are filled with arts, crafts, sensory rooms, gym equipment, and caring people who “never like to say no” to a family in need. Listen as Hilary explains the needs and complexities of these children and their families and how Gio's Garden is a place that is doing all they can to help these children and their families. Enjoy! Visit at: https://giosgarden.org/ Sponsors: Live Video chat with our customers here with LiveSwitch: https://join.liveswitch.com/gfj3m6hnmguz Some videos have been recorded with Riverside: https://www.riverside.fm/?utm_campaign=campaign_5&utm_medium=affiliate&utm_source=rewardful&via=james-kademan Podcast Overview: 00:00 "Local, Unique, Community Focused" 06:03 Supporting Families Through CLTS 08:49 Greek Life Fundraising Show 11:10 "Sanfilippo Syndrome Journey Shared" 13:51 "Growth, Funding, and Strategic Planning" 19:18 Franchise Expansion Plans 20:56 Inclusive Childcare and Respite Plan 25:14 Emergency Presidency Amid Crisis 27:07 "Sun Prairie Location Announcement" 30:07 "Navigating a Life-Changing Diagnosis" 35:42 Sun Prairie Studio Renovation Details 38:07 Wiseman Center Connection Insights 40:48 "Planning Ahead for Kids' Safety" 44:38 "New Podcast Venture Launch" 47:10 "Reinventing With Youthful Engagement" 51:00 Nonprofits: Vital, Challenging, Impactful 52:00 Supporting Local Nonprofits Podcast Transcription: Hilary Berning [00:00:00]: Um, because you have the big nationwide organizations, right? Make-A-Wish, Boys and Girls, like they're all over the nation. They've got nationwide people telling them what to do when providing all these things. And then you have organizations like mine, like there's no one else that does this. We are the only one that does it. We're doing it on our own. We are local. We're serving local people. All the money stays here and goes back to the kids. Hilary Berning [00:00:22]: People can really think that through a little bit where we don't have We are local, we're serving local, and we're doing good. Goal and focus on those nonprofits. James Kademan [00:00:35]: You have found Authentic Business Adventures, the business program that brings you the struggle stories and triumph and successes of business owners across the land. Downloadable audio episodes can be found on the podcast link from drawincustomers.com. We are locally underwritten by the Bank of Sun Prairie, and today we're welcoming slash preparing to learn from Hillary Berning of Gio's Garden. So Hillary, how is it going today? Hilary Berning [00:00:58]: I'm good. Thanks for having me. James Kademan [00:01:00]: So let's start with the foundation here. What is Gio's Garden? Hilary Berning [00:01:03]: So Gio's Garden, so we are a respite center. We are located in Middleton, which is our original location, and we recently just opened a new location in Sun Prairie. James Kademan [00:01:11]: Nice. Hilary Berning [00:01:11]: So what we do is we provide therapeutic respite for children with special needs from ages 0 to age 7. So respite means to take a break. So it's really hard for parents of special needs kids to get a break. James Kademan [00:01:23]: Mm-hmm. Hilary Berning [00:01:23]: Because you can't just leave your special needs child with the teenager down the street. So we provide that opportunity for them to come leave their child with us and they can go and have a break. James Kademan [00:01:33]: Nice. So when you say special needs, tell me the gamut there. Hilary Berning [00:01:36]: We will see, um, everyone with, from autism to cerebral palsy to diabetes, to babies who have had strokes in utero to rare genetic disorders. We have kids with seizure disorders, so we kind of really don't say no very often. There's a few higher-grade medical needs that we can't see, like if they would have a tracheostomy or something like that. But otherwise, we don't— our motto is we don't like to say no. James Kademan [00:02:04]: Fair. And what does the care look ...
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    58 m
  • Building Your Personal Brand
    Feb 27 2026
    Jake Isham - Creative Minds On Knowing Who You Are Competing Against For Views: "You're not competing with your competitors anymore. You're not competing with this podcast right here. You're not competing with other entrepreneurial podcasts. You're competing with Netflix. You're competing with Coca-Cola." Marketing as a business owner is necessary. Jake Isham argues that marketing yourself, essentially as your business, can help your marketing explode. People buy from people they like and they trust. and they need to know you, in order to trust you. To help entrepreneurs with this marketing need, Jake Isham built his marketing agency, Creative Minds. Drawing from his own experience as a filmmaker and marketer, Jake Isham shares actionable insights on how entrepreneurs can leverage their personal brand to drive revenue, why social proof matters, and the importance of consistency in content creation. Plus, hear why being the “face” of your business isn’t just about fame. It is a strategic move for building lasting trust and relationships. Listen as Jake explains what tools to use (which you probably already have) to grow your marketing in this world that has the largest opportunity that we have ever seen for a brand to grow so quickly. Enjoy! Visit Jake at: https://jakeisham.com Sponsors: Live Video chat with our customers here with LiveSwitch: https://join.liveswitch.com/gfj3m6hnmguz Some videos have been recorded with Riverside: https://www.riverside.fm/?utm_campaign=campaign_5&utm_medium=affiliate&utm_source=rewardful&via=james-kademan Podcast Overview: 00:00 Actors and Entrepreneurs: Business Challenges 08:00 "Personal Branding Mindset Shift" 12:18 Accidental Path to Creative Agency 21:13 "PR: Perceived Reality Redefined" 24:41 "Authentic Marketing in TikTok Era" 31:24 Know Your Audience First 37:37 "Roofing Content for Local Needs" 40:23 "Finding Your Core Principles" 46:40 Personal Branding Through Authenticity 52:23 Consistency and Learning in Content 57:56 Consistency Builds Niche Recognition 01:01:22 Overcoming Paralysis Through Action 01:05:46 "Creative Minds Digital Show" Podcast Transcription: Jake Isham [00:00:00]: And it's the same thing, you know, to go back to kind of that conversation that we had at the very beginning about actors is that they know acting. They don't know how to run a business. A buddy of mine who is a very successful entrepreneur gives this speech all the time when he does seminars, which is, you know, you're a car mechanic, you're the top car mechanic at the shop and you see the boss making all the money and you're like, well, screw him. I wanna open up my own car shop until you realize you have to understand HR, accounting, Promotion, sales, marketing, advertising. Like, that's what the boss did. Yeah, there's a couple things to it more than just turning it into all the risk. Yeah. James Kademan [00:00:39]: You have found Authentic Business Adventures, the business program that brings you the struggle stories and triumphant successes of business owners across the land. Downloadable audio episodes can be found in the podcast link found at drawincustomers.com. We are locally underwritten by the Bank of Sun Prairie, Calls on Call Extraordinary Answering Service, The Bold Business Book, as well as LiveSwitch. And today we're welcoming/preparing to learn from Jake Eicham of Creative Minds. So Jake, we're talking marketing today, right? Jake Isham [00:01:10]: Yes, sir. James Kademan [00:01:11]: I am super excited because I don't— I've been in this marketing kick and I was talking actually with a— I'm going to call it a friend of mine who's in the marketing world way deeper than me. And it was interesting, the conversation that we had. So I'm excited to talk marketing more with you. It's just top of mind. So, and all businesses need it. So let's get started. First up, what is Creative Minds? Jake Isham [00:01:35]: We're a creative agency based in Los Angeles. We've done over a billion views online, driving millions in revenue for our clients. And we focus on helping build personal brands and really helping that entrepreneur scale their attention so that they, you know, because at the end of the day, attention drives revenue. James Kademan [00:01:56]: Interesting. Now you touched on something there and I want to dig into this a little bit because another conversation I had was the, it's kind of like chicken and egg thing or nature nurture. It was personal brand versus company brand. Which one do you push? So you as a marketer, if we were to ask you that question. Jake Isham [00:02:14]: It depends a little bit on the industry and the entrepreneur who I'm talking to, but you could say what's gonna beat out in my opinion is personal brand. James Kademan [00:02:25]: All right. Jake Isham [00:02:26]: Because at the end of the day, most entrepreneurs don't stick with one business, just majority, you know? James Kademan [00:02:36]: Yeah, yeah, you're not wrong...
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    1 h y 6 m
  • Disneyfy Your Business for Success
    Feb 20 2026
    Vance Morris - Deliver Service Now Institute On the Customer Experience: "Every detail in your business is either enhancing or detracting from the experience. There is no middle ground." Many businesses focus on customer acquisition, but not all businesses focus on customer retention. Some businesses just have a hard time figuring out what to do beyond being nice to retain customers. Vance Morris has taken his Disney work experience, along with his other life experiences and created a coaching platform to teach business leaders how to retain customers. He does this by teaching these entrepreneurs how to build their brand by expanding the positive perceptions their customers have of their business, by giving these customers wonderful experinces as they do business. Helping their customers feel something almost magical. Vance reveals the power and profitability of focusing on the customer experience. You’ll hear how small details can set your business miles ahead of the competition, why customer retention often beats new lead generation, and how “Disney-fying” your business can create raving, repeat customers. Plus, Vance Morris discusses creative, actionable low-cost ideas to wow your clients, and explains why any business, from the boring financial services to routine oil changes, can become a premium brand with the right approach. Listen as Vance explains how you can make doing business with you something clients actually look forward to. Enjoy! Visit Vance at: https://vancemorris.com/ Also at: https://wow52ways.com/ Podcast Overview: 00:00 "Customer Retention and Experience" 06:21 "Franchise Search After Corporate Exit" 09:15 "Flexible Franchise and Challenges" 11:13 "Contract Dispute Leads to Exit" 16:15 Grassroots Marketing Success Steps 18:55 "Recruiting College Students Effectively" 21:35 "Importance of Personal Thank You" 26:39 Mold Removal and Home Renewal 27:46 "Fogging Walls with Pencil Holes" 32:55 Networking Leads to Unexpected Opportunities 34:15 Disney's Lesson: Attention to Detail 37:22 Kwik Trip vs. BP Station 41:35 Chick-fil-A Ownership Model Explained 46:12 "Building Fanatical Brand Loyalty" 48:42 Differentiation Through Office Experience 51:36 "Transforming Financial Advisor Client Experience" 54:29 Professional Technician Standards Sponsors: Live Video chat with our customers here with LiveSwitch: https://join.liveswitch.com/gfj3m6hnmguz Some videos have been recorded with Riverside: https://www.riverside.fm/?utm_campaign=campaign_5&utm_medium=affiliate&utm_source=rewardful&via=james-kademan Podcast Transcription: Vance Morris [00:00:00]: So now she can charge whatever price she wants to charge, but she still was just a dentist. I said, we've gotta niche down. So I said, who do you like working with? She said, oh, I love working with the kids. I said, okay, great. Let's just have you be a pediatric dentist. So now you work with them from, you know, 2 to 18. And after that, they— you don't talk to them. And I said, okay, great. Vance Morris [00:00:20]: Now you specialize. So you're gonna get a little bit more, um, elasticity in your pricing. You'll be able to charge more cuz you're a specialist. I said, but you need, you need something from your personality to really make this work. I said, what's your favorite movie? And she says, Peter Pan. Great. So you're going to be the pirate dentist. So she dresses up like Captain Hook. James Kademan [00:00:40]: You have found Authentic Business Adventures, the business program that brings you the struggle stories and triumphant successes of business owners across the land. Downloadable audio episodes can be found on the podcast link found at drawincustomers.com. We are locally underwritten by the Bank of Sun Prairie, Calls on Call Extraordinary Answering Service, The Bold Business Book, and LiveSwitch. Today we're welcoming slash preparing to learn from Vance Morris of Deliver Service Now Institute. So Vance, how is it going today? Vance Morris [00:01:09]: It is fantastic, James. Hopefully we'll drop a couple of golden nuggets today. James Kademan [00:01:14]: That's, uh, that's the goal here. So why don't we start with what is the— oh my gosh, what was it? Deliver Service Institute? Deliver Service Now Institute? Vance Morris [00:01:21]: Yep. James Kademan [00:01:22]: All right. What is that? What is that? Vance Morris [00:01:24]: That's a great question. It is a place where, um, I teach business owners, entrepreneurs, uh, really about customer retention. Cause there's a lot of gurus out there that are, you know, can give you, you know, 10,000 leads by Monday afternoon and, you know, you know, flakebook ads, Google, all that stuff. There's not a lot of folks focusing on retention. Um, and then of course, in order to have retention, you've gotta have great customer experiences. So those are the two areas that I really focus on. Um, you know, showing businesses how to— word I've been using a while is Disney-fy. So taking ...
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    59 m
  • Understanding Health Insurance
    Feb 14 2026
    Taylor Bowker - Mindful Insurance Agency On Common Mistakes in Medical Billing: "She ended up getting a bill for $14,000 for a pee test." Health insurance in the United States is a pain. We all know that. As business owners, we often get stuck needing to shop for our own insurance. Only during certain times of year and only with all of these rules. But how do you buy health insurance, without going crazy? There is a marketplace, but it isn't exactly like going to buy grapes. It helps to have an expert on your side, as with most things. In this case, the expert offers their expertise at no additional cost to you. Taylor Bowker is the health insurance expert. She started Mindful Insurance Agency to help people navigate the murky waters of health insurance. As an entrepreneur, a business owner with multi-state employees, or someone simply trying to make sense of the marketplace, this episode breaks down the trends, challenges, and solutions in health insurance. Listen as Taylor offers tips on choosing the right coverage, using HSAs, and understanding group versus individual enrollment periods. Enjoy! Visit Taylor at: https://mindfulinsuranceagency.com/ Podcast Overview: 00:00 "Starting My Own Business" 05:11 Health Insurance vs. Cost Sharing 12:34 Cost Challenges in Employee Insurance 19:59 "Updating Marketplace Applications Challenges" 26:40 "$14K Surprise Medical Bill" 29:26 "Health Insurance Subsidy Reduction Impact" 37:36 Snowbirds, Coverage, and Emergencies 38:45 Healthcare Coverage Tips by Age 45:35 "Streamlined Application Support Platform" 51:59 "Insurance Enrollment Rules Explained" 55:45 Employee Coverage Plan Explanation 01:01:10 "Specializing in Individual Coverage" 01:08:09 QSEHRA Benefits and Marketplace Savings 01:11:50 "HSA Usage and Restrictions" 01:16:07 FSA Contributions and Usage Rules Sponsors: Live Video chat with our customers here with LiveSwitch: https://join.liveswitch.com/gfj3m6hnmguz Some videos have been recorded with Riverside: https://www.riverside.fm/?utm_campaign=campaign_5&utm_medium=affiliate&utm_source=rewardful&via=james-kademan Podcast Transcription: Taylor Bowker [00:00:00]: I saw the largest health insurance increase of my entire career this past open enrollment because these folks no longer qualified for a subsidy because their income— your income could literally go a dollar over the threshold to receive a subsidy and you no longer qualify for $1,000 a month's worth of savings. You could owe, you know, $12,000, $13,000, $14,000, $15,000 back at tax time if you go even a dollar over. So that's kind of where the issue lies. James [00:00:35]: You have found Authentic Business Adventures, the business program that brings you the struggle stories and triumphant successes of business owners across the land. Downloadable audio episodes can be found in the podcast link found at drawincustomers.com. We are locally underwritten by the Bank of Sun Prairie, and today we are welcoming slash preparing to learn from Taylor Belker of Mindful Insurance Agency. So Taylor, How is it going today? Taylor Bowker [00:00:59]: Hello. Good. Staying warm or attempting to. James [00:01:02]: Wisconsin, here we are. So tell me a story. What is Mindful Insurance Agency? Taylor Bowker [00:01:07]: Oh, sure. So at Mindful Insurance Agency, we assist individuals and businesses get health insurance, health, dental, and vision. And we are a brokerage. So we are essentially the middle person between the members and the health insurance carriers and just try to advise and educate and help people get health insurance. James [00:01:30]: Right on. How do you end up in health insurance? Taylor Bowker [00:01:33]: Well, um, so I started in the insurance industry back in 2012. I was 5 years old. I'm just kidding, I was a little bit older than that. Um, yes, yes, yes. Um, so I started very entry-level job at an agency in Waunakee, around town here. Um, again, just doing very entry-level things. And then I shortly got promoted to a business development role. Um, and then from there, there there was a different agency hiring that was focusing on health insurance, and I was ready for a change. Taylor Bowker [00:02:11]: They needed a customer service rep, front desk person, so I went there to work, and within a year of me working there, they actually asked me if I wanted to become an agent or a broker, and I had never thought that that was something I wanted to do. Insurance, it can be a very just like cutthroat kind of a situation with sales and quotas and things like that. And that always kind of made me a little nervous. But I am very much a people person. So I, you know, I thought, why not? Let's give it a try. So I got licensed and became an agent back in 2016 now. And then, so started as an agent there doing health, dental, and vision, like I said. And then back in 2019, I decided to start my own business. James [00:03:05]: So that's awesome. Taylor Bowker [00:03:05]: Yeah, I've been ...
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    1 h y 19 m
  • Unlocking Hidden Revenue
    Feb 6 2026
    Doug Brown - CEO Sales Strategies On Knowing What to Look For: "Number one, we help companies find revenue, hidden revenue that they already paid for but they haven't collected in their bank." There's a funny thing about business, and that is that your entrepreneurial journey will take you places you may have never dreamed of. This can often mean that you are in a situation, with a business, that you may not fully understand. That can lead to you leaving money on the table. So how do you make sure your business sis as profitable as possible? Doug Brown learned these lessons early on. Trial by fire, similar to how many of us entrepreneurs get taught. After years of experience and some profitable success, he decided it was time to share his knowledge. From sweeping floors at his father’s electric machinery repair shop as a young child to discovering multi-million dollar opportunities inside companies, Doug Brown shares his journey through entrepreneurship, the lessons learned from the trenches, and the emotional impact of helping business owners transform not just their companies, but their lives. Listen as Dough explains some things to look for in your business to make sure you keep of the cash you have earned. Enjoy! Visit Doug at: https://ceosalesstrategies.com/ Podcast Overview: 00:00 "Entrepreneurial Journey and Business Insights" 05:29 Early Lessons in Business Leadership 15:06 Medicine to Music Business Shift 16:48 From Medicine to Business Success 25:18 "Straight Talk Changed My Life" 26:58 "Moral Obligation to Guide Others" 33:37 "Connection Builds Rapport" 37:36 "Preventing Revenue Leakage" 43:57 Customer Insights Through Questions 47:42 "Seeking Feedback on Past Missteps" 56:06 Effective Prospecting Leads to Opportunities 01:01:24 "Hiring: Learning and Improvement" 01:03:34 "Preparing for Top Talent" 01:10:10 "Skate to Future Success" Sponsors: Live Video chat with our customers here with LiveSwitch: https://join.liveswitch.com/gfj3m6hnmguz Some videos have been recorded with Riverside: https://www.riverside.fm/?utm_campaign=campaign_5&utm_medium=affiliate&utm_source=rewardful&via=james-kademan Podcast Transcription: Doug Brown [00:00:00]: So what they would do is they did a two and a half hour business training and at the end of the, toward the end of the training, they would go around the room and say, hey James, what did you find here? And you go, Well, I found $600,000 in my business, you know, and they go from person to person to person. They were small rooms, they were only like 10 to 20 people. But what they were doing after that, you know, I mean, they were literally finding sometimes hundreds of millions of dollars in these trainings. Right? James Kademan [00:00:30]: You have found Authentic Business Ventures, the business program that brings you the struggle stories and triumphant successes of business owners across the land. Downloadable audio episodes can be found in the podcast link phone@drawincustomers.com we are locally underwritten by the Bank of Sun Prairie, Calls On Call Extraordinary Answering Service, the Bold Business Book and Live Switch. Today we're welcoming Slash, preparing to learn from Doug C. Brown of CEO Sales Strategies. So Doug, how are you doing today? Doug Brown [00:00:59]: James? I'm doing great. Thanks for having me here. I'm so grateful. James Kademan [00:01:02]: Yeah, you know, it's funny, I just came back from a trade show in Florida, so. And when you work in a booth, the name of the game is sales. So I'm excited to talk to you now because maybe I should have talked to you last week before I went to this thing. Let's just lay the foundation. What is CEO Sales strategies? Doug Brown [00:01:19]: So the company itself is a company that does primarily four things. Number one, we help companies find revenue, hidden revenue that they already paid for but they haven't collected in their bank. And I don't mean, you know, outstanding invoices, I mean in the whole customer journey, there are places where revenue just stagnated, stopped, not optimized. Could be, you know, something as simple as pricing dormant clients, lack of follow up, something like that. Where we get in there, we find what that revenue is and we, we go, you know, identify it and then help collect it and put that money in the bank for the folks. We also do that with margins, ebitda, so profit, if you will, in some capacities. We manage or build, you know, teams of sales people as well for companies. And then we end up coaching CEOs and founder led businesses on how to do all of the above. James Kademan [00:02:28]: All right, and how do you get involved in something like this? Imagine you don't. Just, you're not born with sales strategies for CEOs. Doug Brown [00:02:37]: No, no, I actually it started when I was very young. I didn't realize it until, you know, I'm 63. This year and I was doing a podcast and somebody asked me, how did you learn what you're doing? And I actually ...
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    1 h y 12 m