In this episode of the Big Hitters podcast, KC Chohan, founder of Together CFO, shares his journey from corporate executive to entrepreneur, detailing the challenges he faced in building his client base and the importance of tax strategies for high net worth individuals. He emphasizes the difference between tax planning and tax preparation, innovative charitable giving strategies, and the integration of AI into financial services. The discussion also touches on the current political climate and its impact on the economy, as well as effective marketing strategies for accounting firms.

Takeaways:

• KC built his business while still working full-time.
• He initially said yes to every client to build cash flow.
• A significant success story involved scaling a client's revenue from $5 million to $120 million.
• Many people are unaware they are overpaying on taxes.
• Tax planning is crucial for high net worth individuals.
• Strategic giving can provide significant tax benefits.
• AI is being integrated into financial services to enhance efficiency.
• Referrals are the best source of growth for accounting firms.
• The political climate is affecting the economy and business operations.
• KC encourages potential clients to reach out for a consultation.

Connect with Andrew:

• Subscribe on YouTube
• Subscribe on Apple Podcasts
• Subscribe on Spotify
• Follow on Facebook
• Follow on Instagram
• Follow on TikTok
• Virtual Assist Website
• Freedom AI Website

In this episode of the Big Hitters podcast, Andrew Hathaway interviews Jeremy Trotter, president of Foremost Commercial Real Estate Services. Jeremy shares his journey into commercial real estate, discussing how he stumbled into the industry and the diverse portfolio he manages. He emphasizes the importance of building a strong team and fostering a culture of success within his company. The conversation also touches on the impact of AI in leveling the playing field in real estate, Jeremy's adventurous travels, and the influence of the Rise Up Kings community on his personal and professional growth. The episode concludes with Jeremy's commitment to building relationships and his determination to succeed in the industry.

Takeaways:

• Jeremy Trotter's journey into commercial real estate began in 2002.
• He manages a diverse portfolio including multifamily, office, and industrial assets.
• Building a strong team is crucial for the growth of his company.
• Success is measured by the success of others, not just revenue.
• AI is a powerful tool that levels the playing field in real estate.
• Traveling in an RV has allowed his family to explore 43 states.
• Rise Up Kings has significantly impacted his personal and professional life.
• He values relationships and aims to create a positive impact in the world.
• Jeremy's vision includes expanding his business and opening more offices.
• He is determined to embrace new technologies and strategies for growth.

Connect with Andrew:

• Subscribe on YouTube
• Subscribe on Apple Podcasts
• Subscribe on Spotify
• Follow on Facebook
• Follow on Instagram
• Follow on TikTok
• Virtual Assist Website
• Freedom AI Website

In this episode of the Big Hitters podcast, Tom Hache shares his journey as a solo recruiter in the ERP tech space, discussing his transition from agency work to building a boutique recruitment firm. He emphasizes the importance of relationships in recruitment, the challenges he faces, and the role of AI in the industry. Tom also reflects on his personal growth and the mindset shifts that have influenced his approach to business and client relationships.

Takeaways:

• Tom transitioned to solo recruiting during the pandemic.
• He aims to build a boutique recruitment firm focused on relationships.
• Tom emphasizes the importance of aligning with the right clients.
• He has developed a system called Fit to Thrive in recruitment.
• AI is a valuable tool but cannot replace the human aspect of recruiting.
• Tom faced challenges with mindset and imposter syndrome in tech recruitment.
• He believes in the power of storytelling over bullet points.
• Tom is focused on finding clients that align with his values.
• He is excited about the future of AI and its potential benefits.
• Tom is currently seeking clarity in his business direction.
  

Connect with Andrew:

• Subscribe on YouTube
• Subscribe on Apple Podcasts
• Subscribe on Spotify
• Follow on Facebook
• Follow on Instagram
• Follow on TikTok
• Virtual Assist Website
• Freedom AI Website