Sterling Insights

De: Roger Silk
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  • Resumen

  • Tune into Sterling Insights: Stand Out & Supercharge Your Assets, the premier podcast for financial advisors in growth mode who serve high net worth clients. If you work with clients who own appreciated capital assets and are looking to sell without incurring capital gains taxes, this show is for you. Each episode features insights and strategies from top financial advisors, experienced lawyers, and knowledgeable CPAs. Learn practical solutions to help your clients maximize their wealth while minimizing taxes, and discover how to grow your assets under management. Join us on Sterling Insights and empower your advisory practice with the knowledge to succeed.
    Copyright 2024 Sterling Insights. Roger Silk. All Right Reserved.
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Economía Finanzas Personales Gestión y Liderazgo Liderazgo Marketing Marketing y Ventas
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Episodios
  • Episode 23: Unveiling Amazon FBA Success: From Side Hustles to Serious Money

    Episode 23: Unveiling Amazon FBA Success: From Side Hustles to Serious Money
    Apr 30 2025
    What if you could turn a small product idea into a thriving, automated income stream — and eventually sell it for a life-changing exit? This episode unpacks exactly how to do it. In this episode of Sterling Insights, Roger sits down with Neil Twa, CEO of Voltage Holdings and a leading expert in building and exiting Amazon FBA brands. Together, they explore the world of e-commerce entrepreneurship, sharing valuable insights and practical tips for listeners. Neil draws from his extensive experience — over $100M in online sales and 1,000+ brand launches — to discuss how professionals can transition from the corporate grind to profitable brand owners, offering actionable advice for aspiring entrepreneurs and financial advisors supporting clients on that journey. This episode is a must-listen for anyone exploring new income streams, business ownership, or alternative asset strategies, providing both knowledge and tools to navigate this high-potential space. Key Takeaways: ● 🔍 Amazon as an Opportunity Channel: Amazon isn’t just a marketplace — it’s a logistics machine and data-driven engine that can create scalable income. ● 🧠 From Employee to Operator: Why Neil believes training operators instead of hiring employees is the future of sustainable, exitable businesses. ● 💰 Start with Demand, Not Ideas: Product success doesn’t start with invention — it starts with data. Neil explains how his "Greenlight" tool identifies winning products. ● 🛠 Build for Exit from Day One: Learn how to design a business that not only cash flows, but is also attractive to private equity buyers down the road. ● 🔁 Profit-Driven Priorities: “Revenue is vanity. Profit is sanity.” Neil emphasizes why knowing your numbers and cash flow is key to long-term success. Quotes from Neil Twa: ● “We don’t marry our products — we marry the data that leads us to demand.” ● “Cash flow is king, revenue is vanity, and profit is sanity.” ● “If you're not prioritizing your time, you're choosing to stay stuck — change starts with where you place your energy.” 🔗 Conclusion: If you're looking to build a real, scalable business — or help your clients do the same — this episode delivers the strategy, mindset, and blueprint to make it happen. Connect with Neil at voltagedm.com and explore his book Almost Automated Income to dive deeper into the model. Learn more about your ad choices. Visit megaphone.fm/adchoices
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    32 m
  • Episode 22: The Art of Buying and Selling Businesses: Strategies for Success

    Episode 22: The Art of Buying and Selling Businesses: Strategies for Success
    Apr 23 2025
    The Art of Buying and Selling Businesses: Strategies for Success Welcome to Episode 22 of Sterling Insights: Sterling Insights: Stand Out & Supercharge Your Assets, hosted by Roger Silk. In this episode, Roger sits down with Richard Parker and discusses Richard’s successful program on buying and selling businesses. Richard Parker has spent over 30 years helping people turn their dream of business ownership into reality. His renowned program, How To Buy A Good Business At A Great Price, has sold over 100,000 copies across more than 80 countries. Richard was also a partner with Ray Dalio and the Dalio family office for four years, where he led an investment firm specifically designed for him to mentor one of Ray’s sons in the art of acquiring businesses. Over the years, Richard has personally acquired 13 companies—plus a co-investment—with purchase prices ranging from $50,000 to over $200 million. His insights have been featured in Forbes, The New York Times, TheStreet.com, Entrepreneur Magazine, Inc., and more, with over 200 published articles to his name. Here are some highlights from the episode: · Richard stresses the value of early preparation when planning to sell a business—resolving operational issues and streamlining processes in advance. Doing so not only boosts the business's appeal to buyers but also increases the chances of a successful sale. · Richard advises business owners not to drain too much cash from their business but to reinvest in strong marketing and quality talent. Strategic investments like these can significantly boost the business’s value when it’s time to sell. · Richard encourages anyone curious about business ownership to explore the opportunity. He emphasizes that entrepreneurship is within reach for most people and recommends learning what it truly involves before making a decision. Connect with Richard: YouTube: https://www.youtube.com/@richardparkerdiomo Facebook: https://www.facebook.com/RichardParkerDiomo Instagram: https://www.instagram.com/richardparkerdiomo/ Linkedin: https://www.linkedin.com/in/richardparkerdiomo/ Connect with Roger: Website: https://www.sterlingfoundations.com Facebook: https://www.facebook.com/sterlingfoundations/ Twitter: https://x.com/SterlingFndMgt?mx=2 LinkedIn: https://www.linkedin.com/company/sterling-foundation-management-llc/ Learn more about your ad choices. Visit megaphone.fm/adchoices
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    31 m
  • Episode 21: Franchise Maven: Unveiling Lucrative Opportunities for Aspiring Entrepreneurs

    Episode 21: Franchise Maven: Unveiling Lucrative Opportunities for Aspiring Entrepreneurs
    Apr 16 2025
    Welcome to Episode 21 of Sterling Insights: Sterling Insights: Stand Out & Supercharge Your Assets, hosted by Roger Silk. In this episode, Roger sits down with Gregory Mohr and discusses opportunities in franchising and the benefits of owning a franchise. Gregory Mohr is a Wall Street Journal Best Selling author, entrepreneur, and founder of Franchise Maven. A former engineer turned franchise expert, Gregory has helped over 260 people launch 500+ franchise territories. Through his books and coaching, he empowers others to achieve financial freedom and avoid common pitfalls in business ownership—all with a people-first approach rooted in real-world experience. Here are some highlights from the episode: · Gregory explains why franchising offers a proven business model that appeals to individuals seeking financial success, work-life balance, or a legacy. Potential franchisees should assess their risk tolerance and aspirations to find the right fit. · Gregory discusses the importance of having access to a network of professionals to support in making informed decisions when entering the world of franchising. · Gregory explains franchise capital requirements vary—some need significant net worth and liquidity, while service-based franchises often have lower barriers to entry and may qualify for SBA Express loans. Many can be run semi-absentee, offering added flexibility for owners. Connect with Gregory: Website: https://www.franchisemaven.com/ X: https://x.com/Franchise_Maven LinkedIn: https://www.linkedin.com/in/gregorykmohr/ Instagram: https://www.instagram.com/franchisemaven/ Facebook: https://www.facebook.com/FranchiseMaven YouTube: https://www.youtube.com/@Franchise_Maven Connect with Roger: Website: https://www.sterlingfoundations.com Facebook: https://www.facebook.com/sterlingfoundations/ Twitter: https://x.com/SterlingFndMgt?mx=2 LinkedIn: https://www.linkedin.com/company/sterling-foundation-management-llc/ Learn more about your ad choices. Visit megaphone.fm/adchoices
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    34 m
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