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.

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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.

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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.
  

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In this episode of the Big Hitters podcast, Thomas Rhodes shares his journey through various entrepreneurial ventures, emphasizing the importance of integrity in business, particularly in real estate and plumbing. He discusses the challenges of balancing multiple businesses, the impact of AI on his operations, and the transformative experiences that have shaped his perspective on success and personal fulfillment. The conversation highlights the significance of maintaining a strong reputation, fair pricing strategies, and the need for a balanced life that prioritizes faith and family over financial gain.

Takeaways:

• Integrity is crucial in maintaining client trust.
• Balancing multiple businesses requires effective time management.
• Reputation is the most valuable asset in real estate.
• Fair pricing strategies can differentiate a business in a competitive market.
• AI can enhance efficiency in business operations.
• Personal growth often comes from transformative experiences.
• Finding balance between work and family is essential for happiness.
• Success should not come at the cost of personal relationships.
• Building a business with a strong foundation can provide security.
• True fulfillment comes from serving others and maintaining integrity.

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In this episode of the Big Hitters podcast, Skylar Lewis shares his journey of founding Rise Up Kings, a movement aimed at empowering men to grow in their roles as fathers, husbands, and leaders in faith. He discusses the transition from seeking personal success to pursuing significance, the importance of strategic relationships for growth, and the challenges of moving from tactical execution to strategic planning. The conversation also touches on the impact of societal events, such as the assassination of Charlie Kirk, and the need for boldness in faith. Skylar emphasizes the importance of activating men to step into their potential and the vision for expanding Rise Up Kings through local chapters.

Takeaways:

• Skylar Lewis started Rise Up Kings to empower men.
• Success can lead to a search for deeper significance.
• Personal development is crucial for overcoming past trauma.
• Strategic relationships are key to organizational growth.
• Tactical execution alone won't lead to success.
• The assassination of Charlie Kirk highlights societal issues.
• Activating men in faith can lead to community transformation.
• Local chapters will help expand the reach of Rise Up Kings.
• Big visions require faith and divine intervention.
• Small groups can create significant change in communities.

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In this episode of the Big Hitters podcast, Jerry Jones shares his transformative journey into the security industry, highlighting the pivotal role of mentorship and faith in his life. He discusses the intricacies of the security field, including client relationships and contract dynamics, while emphasizing the importance of personal growth and trauma awareness. Jerry reflects on how his experiences have shaped his approach to protecting others and living authentically, ultimately aiming to engage with diverse communities and spread a message of love and understanding.

Takeaways:

• The journey into the security industry often begins with mentorship.
• Everyone is born with a purpose, shaped by their experiences.
• Personal growth is essential for professional success.
• Faith plays a crucial role in navigating challenges in life and work.
• Contracts in the security industry can vary widely in duration and nature.
• Building relationships is key to securing contracts in the industry.
• De-escalation techniques are vital in security work.
• Understanding trauma can enhance interpersonal interactions.
• Authenticity is important in both personal and professional life.
• Engaging with diverse communities can lead to meaningful conversations.

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In this episode of the Big Hitters podcast, Kirby Hossman shares insights on leveraging AI in marketing, the evolution of his business, client retention strategies, and the challenges he faces in outreach and advertising. He discusses the importance of frameworks for targeted marketing and personal growth through discipline, emphasizing that success often comes from consistent effort in both business and personal life.

Takeaways:

• AI is a powerful tool for enhancing marketing efforts.
• Creating content with AI can save time and enhance creativity.
• Client retention is more valuable than constantly seeking new clients.
• Identifying and addressing business challenges is crucial for growth.
• AI can significantly improve content creation and marketing strategies.
• A structured marketing framework can guide businesses to success.
• Discipline in personal health translates to business success.
• Success is often about doing simple things consistently.
• Building enthusiastic brand ambassadors is key to marketing.
• Networking and learning from others can provide valuable insights.

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In this episode of the Big Hitters podcast, Michael Noyes shares his transformative journey from a high-pressure finance career to creating motorcycle tours that emphasize self-discovery and camaraderie. He discusses the importance of being present in life, the unique experiences his tours offer, and the challenges of marketing and growth in a niche business. Michael also touches on the use of AI in his operations, personal growth through overcoming procrastination, and his thoughts on global issues, particularly the situation in Gaza. The conversation highlights the intersection of personal development, adventure, and meaningful connections.

Takeaways:

• Life is about being present and valuing relationships.
• A transformative experience can lead to significant life changes.
• Creating unique experiences can foster deep connections among participants.
• Deliberate discomfort can lead to authentic camaraderie.
• Marketing a unique experience requires understanding the audience.
• AI can streamline marketing and operational processes.
• Personal growth often involves confronting uncomfortable truths.
• Global issues can weigh heavily on our consciousness.
• Finding purpose in business can lead to fulfilling experiences.
• Combining adventure with personal development creates a unique offering.

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