Sandra was employed in the financial industry for over 20 years, working her way up the leadership ladder. She became a team leader and was responsible for day-to-day operations, team building and team performance. Changes occurred in the industry resulting in Sandra feeling undervalued, conflicted and unheard. 

We discuss:

• The signs that tell you to stop being in the background of your life [1:48]
• Stepping away from relationships into saying “yes” to yourself [4:20]
• The ripple effects of the gift of redundancy [8:00]
• Why learning about yourself is what helps you jump into life [11:06]
• Giving yourself permission to map the first day of your future [14:58]
• How to generate sustainable income while offering the intangible product of coaching [18:06]

Learn more about Sandra at http://www.stairway2dreams.com.au, LinkedIn and Facebook.

Brief Description of Gift

A complimentary 45-minute coffee chat

URL for Free Gift

https://www.stairway2dreams.com.au

Lori Lyons is the owner of Ignite Marketing and the creator of the online program Make Your Marketing Simple. 

We discuss:

• What has changed in marketing over the centuries [2:07]
• How to make marketing simple [3:30]
• The person who is not ready to retire [5:07]
• Know where you’re going [8:52]
• Living the mantra of being healthy and being ageless [9:53]
• If YouTube has a video on it, you can be an expert on it [13:47]
• If you don’t start, it will never be perfect [18:53]

Lori leverages her 35+ years of business experience as a trusted partner, helping small business owners navigate the ever-changing marketing landscape and transform their businesses. 

Learn more about Lori at http://www.ignitingyourbusiness.com, LinkedIn, Twitter, Instagram and Facebook.

Brief Description of Gift

A worksheet on three marketing shifts you can make that will provide immediate difference in your bottom line for your business

URL for Free Gift

https://makeyourmarketingsimple.com/success

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Caroline Ceniza-Levine specializes in career change and has reinvented herself multiple times from traditional employee to co-founder of SixFigureStart, a career coaching firm in 2008; and CostaRicaFIRE.com, a real estate and FIRE site in 2017. Caroline is a Forbes Leadership columnist and the author of “Jump Ship: 10 Steps to Starting A New Career”.

We discuss:

• Reinventing oneself from traditional employee to cofounder [2:02]
• The benefits of having a business based on your personal goals [4:23]
• Changes in the way people are being hired [6:36]
• The omnipresent preference for young employees [7:59]
• Why voluntarily walking away might make a big difference [10:11]
• If you want to start a business, go all in [12:44]
• Why you should focus on the sell first, not the marketing [15:28]
• The emotional reactions that hit us after a sudden job loss [18:09]
• Tips to help you overcome the drama of being unemployed [20:27]
• Trends for late-career highly talented professionals [22:20]

Learn more about Caroline at https://www.sixfigurestart.com/, LinkedIn, Twitter and Facebook.

Brief Description of Gift

Downloadable PDF on Four Strategies to Make FIRE (Financial Independence, Retire Early) Possible

URL for Free Gift

https://costaricafire.com/making-fire-possible-signup/ 

Manuj is an entrepreneur, investor, and CTO of TetraNoodle, a software consulting company that helps startup founders with tech projects.

We discuss:

• The stimulus that shakes you to the core [2:11]
• Marketing for introverts [5:54]
• An engineer-like process to develop a growth plan [7:56]
• A roadmap for entrepreneurs with non-technical background [11:18]
• Turning things around for three projects in less than a year [13:09]
• Non-traditional tools to promote one’s business [15:25]
• Strategies that work well for having the right mindset [17:51]
• Looking at achieving goals from the angle of attaining happiness and fulfillment [20:31]

Manuj started his career at the age of 15, working in a factory for twelve hours a day, six days a week, earning a cool $2 per day.

Learn more about Manuj at https://TetraNoodle.com, LinkedIn, Twitter and Facebook.

Brief Description of Gift

Video series to help you make more successful and sound decisions in your tech projects

URL for Free Gift

https://InnerGet.com

Thank You to Our Sponsor: SiteHub

www.smashingtheplateau.com/sitehub

Sonja began her energy work long before she knew that was her calling. She combines this energy work with massage to customize the best possible outcome for clients that have a wide range of ailments.

We discuss:

• Living your life and schedule in your way [1:32]
• Who the mayors of your business are [3:15]
• Staying afloat while building your own business [6:37]
• An energy healer with great analytical skills [7:54]
• Choosing the clients that attract you and are attracted to you [8:47]
• The most important performance data to look at regularly when tracking your business [10:02]
• The deals you make with yourself to take care of your emotional health [12:06]
• How to own your own value and get rid of feeling guilty [15:10]
• The financial information they don’t give you in a classroom [17:35]

Learn more about Sonja at http://www.lotusloungehealingcenter.com, LinkedIn and Facebook.

As an executive at HP, founder of Enlightened Leadership and co-author of “Enlightened Leadership,” which has sold 295,000 copies, while developing leadership from 67 countries, Ed Oakley’s greatest talent is to see simpler, quicker and easier ways to solve complex challenges.

We discuss:

• The people who [don’t] pay attention to roadblocks [2:30]
• A mystical experience in the middle of the night [3:48]
• The place where you can find the answer to almost any question you ask [8:11]
• The hidden message in little wake-up calls [15:17]
• How to bring the best out in yourself so you can be the best professional you can be [19:08]
• When your clients are your heroes [22:14]
• It’s time to ramp this up [25:39]

So, when his $3 million/year business foundered, and he got sick and wasn’t sure he wanted to continue living, and his 20-year marriage ended, he was challenged to learn how to address those big wake-up calls, recover and thrive again. And what he discovered while healing all those areas of his own life is now what he is using to turnaround others’ lives quicker and easier than ever before.

Learn more about Ed at https://lifesnewgame.com/, LinkedIn, Twitter and Facebook.

Brief Description of Gift

A free masterclass on what it takes to have breakthroughs in all three areas of prosperity: wealth, health, and relationships.

URL for Free Gift

https://lifesnewgame.com/masterclass

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Access your free training on why positive thinking has failed you https://liveatchoice.com/positivethinking

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Tabitha Laser is a multi-faceted professional with over 25 years of leadership experience in a wide variety of industries ranging from oil and gas, energy, manufacturing, agriculture, construction and many more. 

We discuss:

• The key role of having a mission when you start a business [again] [2:30]
• How to stay on the path you’ve chosen [4:53]
• How to keep future leaders long term in an organization [7:00]
• Coming a long way in a short period of time [9:20]
• You don’t get any money back if you don’t put anything in [11:23]
• The second-guessers and the supporters [13:40]
• Building a network: why it’s a matter of asking, not money [17:15]
• What beats the fear of being transparent about what you do [22:34]
• The Winning Trifecta [23:28]

Her diverse background has provided her with numerous opportunities to work with government agencies and some of the world’s largest companies, including Fortune 500 companies like BP, 3M, and General Mills.

Learn more about Tabitha at https://www.talaser.com/, LinkedIn, Twitter and Facebook.

Brief Description of Gift

Copy of the book “Organization Culture Killers”

URL for Free Gift

https://www.talaser.com/

Blaine Graboyes is an award-winning executive producer and game designer with twenty years’ experience.

Learn more about Blaine at https://gamecollc.com/, LinkedIn, Twitter and Facebook.

Patty Soffer moved from her early career as a model to become an award-winning strategist, celebrated author, and marketing mogul.

Learn more about Patty at http://pattysoffer.com and LinkedIn.

Michael Schein is the founder and president of MicroFame Media, a marketing agency that specializes in making idea-based companies famous in their industries.

Learn more about Michael at http://microfamemedia.com/, LinkedIn and Twitter.

In addition to working with clients like the University of Pennsylvania, United Methodist Publishing House, LinkedIn, and Citrix, Mike writes for Forbes, Inc., Huffington Post, and Fortune about marketing, storytelling, and the phenomenon of hype.

We discuss:

• From a marketing tool to being the thing itself [4:41]
• The triumph of podcasting as the biggest new media form in the world [7:32]
• Why are the absolutely best marketers not marketers at all? [9:11]
• Masters of framing the media [11:46]
• The difference between all the different financial advisers out there and Suze Orman [14:55]
• Weird places that will help you avoid falling in the trap of doing the same things everyone does [16:35]

Brief Description of Gift

Michael’s unconventional book list recommendation

URL for Free Gift

https://www.hypereads.com/list

Thank You to Our Sponsor: SiteHub

www.smashingtheplateau.com/sitehub

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Stéphanie Virchaux is an ICF Certified Empowerment Coach, Motivational Speaker, Energy Healer and founder of SV Empowerment, LLC. 

We discuss:

• When your gut is telling you something has to change [2:31]
• The conflict between intuition versus external fears [4:45]
• The process of discovering yourself [6:26]
• Why you should redefine what success means to you before starting your own business [8:31]
• Being successful but not fulfilled [10:14]
• A formula for a disaster [12:45]
• Coaching and outside coaching tools to make it or break it [14:13]
• Your zone of genius: how to go in when you’re stretched out too thin, scattered and burnt out [18:00]
• The way to find what lights you up [22:34]

After working over a decade as a marketer for global beauty companies such as L’Oréal, Stéphanie realized that she was no longer fulfilled in her career. She decided to embark on a self-discovery journey to discover her purpose.  That path led her to learn about coaching and in the process, she discovered her own purpose: be a coach with a mission to partner with ambitious high-performers and provide empowerment towards the discovery of self-fulfillment. 

Learn more about Stéphanie at http://www.stephanievirchaux.com, LinkedIn and Facebook.

Brief Description of Gift

Download The Ultimate Self-Care Toolkit to start working with crystals in your corporate life

URL for Free Gift

https://www.stephanievirchaux.com/

Thank You to Our Sponsor: KazSource

Build connections with your audience through amazing content marketing

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Ramesh Dontha is a serial entrepreneur, host of The Agile Entrepreneur podcast, writer, and blogger.

We discuss:

• The power of flexibility in life to give you more energy and motivation [2:12]
• Turning unpleasant surprises into opportunities to learn new things [4:41]
• How to use your inventory of knowledge, skills and assets to generate multiple revenue streams [6:22]
• A 30-day iterative approach to build a business [9:19]
• Why striving for perfection before launching a business is a wrong strategy [13:08]
• Evolving a home organizing skill into a successful business step by step [17:00]
• How choosing a framework helps when looking for sources of information [20:07]
• How to create a bond with your kids while keeping them fit [21:32]

Ramesh loves to share his experiences of building businesses, running them, and leading them successfully. He is also the author the book, The 60 Minute Startup: A Proven System to Start Your Business in 1 Hour a Day and Get Your First Paying Customers in 30 Days (or Less).

Learn more about Ramesh at https://RameshDontha.Com, LinkedIn, Twitter and Facebook.

Brief Description of Gift

A free digital copy of Ramesh Dontha’s book The 60 Minute Startup: A Proven System to Start Your Business in 1 Hour a Day and Get Your First Paying Customers in 30 Days (or Less)

URL for Free Gift

https://RameshDontha.Com

Thank You to Our Sponsor: SiteHub

www.smashingtheplateau.com/sitehub

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Brian Califano is the co-founder and managing director of Accelerating CFO. 

We discuss:

• A 10-year burning desire to help small and mid-size companies go through major financial deals [2:42]
• Recognizing the right moment to stop dividing your time and never look back [6:25]
• Why it might ring hollow after climbing up the career ladder [8:30]
• What it takes to proactively make the jump into entrepreneurship [12:57]
• Why day one of being unemployed could be the most eye-opening experience you ever had [15:29]
• Being the right person for your next client [18:59]
• The path to becoming the premier CFO consulting company in the world [21:04]
• Brian started Accelerating CFO after realizing that there were many entrepreneurs and small- to mid-sized companies that needed a finance partner that can assist in managing their business using policies and procedures utilized by Fortune 50 companies. His true passion is to take his vast experience as a senior finance executive and help his clients maximize their net worth.

Learn more about Brian at http://acceleratingcfo.com/, LinkedIn, Twitter and Facebook.

Brief Description of Gift

Free diagnostic on your business processes and procedures

URL for Free Gift

Send an email to brian@acceleratingcfo.com

Thank You to Our Sponsor: KazSource

Build connections with your audience through amazing content marketing

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Dominique Mas is a certified transformational coach for high performers.

We discuss:

• How schools kill creativity [02:44]
• What a transformational coach for high performers does [06:30]
• The exponential growth that comes with being uncomfortable and not giving up [09:09]
• Better together: why joining communities is crucial for moving on [11:47]
• The characteristics you should be looking for when choosing to be part of a group environment [14:46]
• Self-led groups versus those that have a paid facilitator [18:52]
• Topics that are covered in Dominique’s group coaching [21:00]

Dominique combines her international experience of 15 years in educational leadership and coach training with the NeuroLeadership Institute to challenge driven individuals. In 2017, Dominique decided to leave the world of education behind to start her own coaching practice. Little did she know that taking this risk would be the beginning of an adventure in facing her own fears and growing exponentially.

Learn more about Dominique at http://dominiquemas.com, LinkedIn, Twitter and Facebook.

Brief Description of Gift

Wheel of Balance: a reflection exercise the audience can use to see where they might need to balance their life a little more

URL for Free Gift

https://mailchi.mp/f574d93f337f/balance

Thank You to Our Sponsor: SiteHub

www.smashingtheplateau.com/sitehub

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Sherry Goldman is president of Goldman Communications Group, an award-winning public relations/marketing communications agency, which she started 22 years ago, after holding senior management positions at several international PR agencies and working in print and broadcast media. 

We discuss:

• How to stand on your experience and story to build a new identity [3:13]
• How to stay successful when you feel vulnerable and abandoned [6:23]
• Relationships that will lead to referrals [10:47]
• Only you know you: why leaving some things behind closed doors is better for your confidence [14:49]
• The entrepreneurial spirit: you get what you put in [19:28]
• The lessons you learn when you lose 90% of your business [22:42]

Goldman Communications Group works with a range of companies (start-ups through Fortune 500 companies), brands, non-profit associations, and their executives, helping them tell their stories and create, communicate, and control their messages, reputations, and value propositions. The agency offers a wide suite of services including strategic counsel; messaging; media relations targeting traditional, social and online media; corporate communications/thought leadership programming; community/industry relations and engagement; reputation management and crisis communications, and new product launches. Sherry is also an adjunct professor in public relations at LIU/Post.

Learn more about Sherry at http://www.goldmanpr.net, LinkedIn, Twitter and Facebook.

Brief Description of Gift

A 20-minute session of counsel on PR issues

URL for Free Gift

http://www.goldmanpr.net

Thank You to Our Sponsor: KazSource

Build connections with your audience through amazing content marketing

www.KazCM.com

C. Lee Smith is the CEO and Founder of SalesFuel, a Columbus, Ohio-based firm that is named one of the Top 15 Sales Enablement Vendors in 2019 by Selling Power.

We discuss:

• The most important, yet mistakenly perceived, skill that will help you smash the plateau [2:24]
• What the mechanics of sales really are [not] [4:28]
• The problem with destination disease [6:30]
• Recurring revenue as a tool to increase your existing client base [8:36]
• The question you should never be asking when reaching out to new clients [10:18]
• How to get better insight out of your discovery conversation [12:40]
• Needs analysis, or why you eat a slice of pizza when you know you should be eating a salad [14:44]
• How to hire the right salesperson [15:52]
• If you want recurring revenue, you need recurring value [18:09]
• Why you should never estimate the power of discovery [23:27]

Lee is a Gitomer Certified Advisor, one of an elite group of professionals worldwide licensed to train and consult using the works of Jeffrey Gitomer. Uniquely geared to service the fast-changing sales landscape, Lee is one of the country’s foremost experts on sales discovery and needs analysis, sales coaching, sales culture, hiring for sales, and sales management and leadership. Lee is a graduate of Ohio University and has earned a certificate in executive leadership from Cornell University.

Learn more about Lee at http://salesfuel.com/, LinkedIn, Twitter and Facebook.

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Boomer Benefits can make Medicare easier for you. Learn more at https://boomerbenefits.com

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Ken Gorfinkle is a clinical psychologist with over 40 years of experience caring for adults and children with chronic medical illness, mood and anxiety disorders. 

We discuss:

• A huge financial step over the cliff [3:17]
• Jumping into entrepreneurship in two stages [4:46]
• How to turn the loss of colleague contacts into something good [6:04]
• What to pay attention to when you’ve lost your job [8:55]
• Basic steps to deal with emotions after a job loss [11:55]
• Self-assessment as a strategy against ageism [15:26]
• How to overcome the barriers to becoming a freelance consultant after being an employee for many years [16:38]
• How to step back on your feet and start bringing in income as quickly as possible [18:58]
• The real time to evaluate who we are and what matters [22:06]

With his wife, Doris Ullendorff, Ken owns Common Sense Therapy, a unique private psychotherapy practice in New York. After over 25 years working at the bedside of people receiving in-hospital care for cancer, organ transplant, diabetes, congenital birth defects and chronic pain conditions, Ken continues to provide care and support for those with ongoing needs after acute care is in the past. Ken and Doris have developed a broad referral network of psychiatric and medical providers in the New York metropolitan area; clinicians with whom they enjoy a collaborative treatment approach. 

Learn more about Ken at http://www.commonsensetherapy.com, LinkedIn, Twitter and Facebook.

Thank You to Our Sponsor: KazSource

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Jesse Harless, M.A., is an author, trainer, life coach, group empowerment facilitator, motivational speaker and Entrepreneur in Recovery.

We discuss:

• What if we did what we loved? [2:26]
• The snowball effect of feeling abandoned [6:19]
• The habits an addict should build in order to recover and succeed as an entrepreneur [8:40]
• The key importance of goal setting in the process of early recovery [11:38]
• Facilitating change through a high-level, cross-discipline model [14:26]
• Main drivers of revenue when working with entrepreneurs in recovery [16:27]
• Showing the value of a product by giving it away [18:10]
• How to smash your comfort zone and reduce any kind of anxiety [22:22]

He recently released his first Amazon Best Selling book called Smash Your Comfort Zone with Cold Showers. Jesse is the founder of Entrepreneurs in Recovery, a platform that empowers people in addiction recovery to reach their full potential. He works with communities, addiction treatment centers and programs in the Northeast U.S. where he trains and facilitates his Entrepreneurs in Recovery facilitation workshops.

Learn more about Jesse at https://www.entrepreneursinrecovery.com/, LinkedIn, Twitter and Facebook.

Brief Description of Gift

30 Day Cold Shower Tracker

URL for Free Gift

www.jesseharless.com/freegift

Thank You to Our Sponsor: SiteHub

www.smashingtheplateau.com/sitehub

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In her company Dynamic Business Growth, Rochelle works with businesses that have reached a level of success and want to ramp it up. They are doing well and would like to continue consistent incremental growth. This means staff needs to be increased and operations revisited. Managing time, budget and resources can often get overwhelming. Success depends on the ability to scale the owner and the key staff.

We discuss:

• The ripple effect of businesses [2:25]
• The New York story: Why we need to get business up and running again [5:34]
• A whisper that got very loud [6:33]
• Ways to reduce the learning curve by years [9:10]
• How [not] to frighten yourself out of moving forward [10:45]
• How to surround yourself with the right people and not let anyone rain on your parade [14:24]
• You don’t have to get it right, you have to get it started [18:20]
• Are you story telling or boring telling? [23:23]

Learn more about Rochelle at http://www.dynamicbusinessgrowth.com, LinkedIn and Twitter.

Thank You to Our Sponsor: KazSource

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Jennifer Lyall is an Intuitive Business Mentor and Chief Energy Optimizer. As a sought after spiritual development expert she helps you to expand your personal awareness and take responsibility for your energy and how you’re showing up in life.

We discuss:

• The blend between logic and intuition that moves entrepreneurs forward [2:45]
• The significance of dolphins [4:30]
• How to align your focus so that you could fuel your soul [6:04]
• The stories and expectations that impede entrepreneurs’ growth and development [8:10]
• The permission you need to discover a spiritual wonderland [10:24]
• How to manage your energy so that your life and business evolve [13:15]
• An energy check that helps you work less and have more fun [26:38]

This expanded inner awareness helps you to confidently make decisions, be happier and more present in your relationships, work in a proactive manner rather than reactive mode and enjoy a career that builds you up and energizes you! Jennifer is passionate about sharing everyday easy to implement “energy boosters” to bring more calm, mindfulness and joy into your life.

Jennifer is a member of the Canadian Society of Dowsers, an international best-selling author and inspirational speaker.

Learn more about Jennifer at http://www.jlyall.com, LinkedIn and Facebook.

Brief Description of Gift

7 Day Energy Transformation: Boost your energy, happiness and Productivity

URL for Free Gift

http://jlyall.com/energy

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geri@gerimazurmarketing.com

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After 10 years as a Dean’s List litigation lawyer, Tsufit left law for the limelight, performing comedy on national TV and gaining international attention for her debut music CD.

We discuss:

• The transformation process of going from “practical” to “impractical” [2:15]
• Step into the spotlight: How to be your own publicist [10:48]
• How to live the dream, not only sell it [13:49]
• How to keep moving forward when thoughts are overwhelming you at 3 o’clock in the morning [19:19]

Learn more about Tsufit at http://www.tsufit.com, LinkedIn and Twitter.

Thank You to Our Sponsor: KazSource

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John Fairclough founded The Resicom Group to help retailers optimize the way they improve and maintain their store environment.

We discuss:

• How to be brothers as well as business partners [2:41]
• Don’t manage people you don’t like [6:38]
• The three important elements for a manager [9:15]
• When the project manager has different outcome expectations than the owner of the company [11:56]
• Figuring out challenges that may exist in hundreds of locations [14:09]
• What would help to create breakthrough solutions [19:19]
• How to change the model of a solution [21:15]

Under his leadership, the company has evolved from a local construction company into an international provider of facility maintenance and construction services. Naturally curious, John spends his time developing better questions to find the

“uncommon sense” of a situation. By improving his questions, he’s been able to create better answers to the challenge of developing people, evolving their processes, and protecting the value delivered.

John’s specialties include listening without prejudice, activating ideas, and

mentoring without bias. He’s on a mission to help businesses protect their brands at all touch points throughout their physical facilities.

Learn more about John at http://resicomonline.com/, LinkedIn, Twitter and Facebook. 

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Marc W. Halpert is a self-described “multi-preneur.” Since leaving the corporate finance world in 2001, Marc has started 3 companies, all of which he still operates. In 2010 he started his third company, connect2collaborate, to spread his LinkedIn and networking evangelism.

We discuss:

• Becoming an entrepreneur when the world seems to come to its end [3:18]
• When the time is right but people are not ready [6:22]
• An old guy in a new industry [8:00]
• What goes around comes around [9:11]
• How to build your network once you are out of the corporate world [13:21]
• A list of great people who are going to help you in any which way [15:54]
• How to keep a client for many years despite competition [20:04]
• A LinkedIn course for baby boomers who want to refire their career [21:53]

Marc offers professionals the opportunity to better explain their brand and positioning on their LinkedIn profile pages: why them vs. the competition. His book “LinkedIn Marketing Strategies for Law and Professional Practices,” published in June 2017 by the American Bar Association, helps all types of professionals learn to better market themselves using the tools in LinkedIn. 

His latest book “You, Us, Them: LinkedIn Marketing Concepts for Nonprofit Professionals Who Really Want to Make a Difference,” self-published in June 2018, is the only book of its kind aimed at the nonprofit/NGO/association industries.

Marc is currently working on an online LinkedIn course for baby boomers and other encore career seekers.

Learn more about Marc at http://www.connect2collaborate.com, LinkedIn, Twitter and Facebook.

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Lopa Van Der Mersch is the founder and CEO of Rasa Koffee, the first coffee alternative to offer functional health benefits through adaptogenic herbs.

We discuss:

• When there is no healthy replacement of coffee, you create it [1:58]
• How adaptogenic herbs work to help you relieve stress or boost energy [4:30]
• How to maintain a second layer of awareness [11:11]
• The one quality Steve Jobs would look at when hiring [12:07]
• Coffee as an analogue to some of the things that are wrong about culture nowadays [16:51]
• Brand loyalty as a function of a lifestyle shift [18:53]
• A real service orientation towards uplifting people [21:47]

Learn more about Lopa at https://wearerasa.com/ and LinkedIn.

Brief Description of Gift

A discount code for Rasa Koffee products

URL for Free Gift

https://wearerasa.com/

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Marketing should be EASY and PROFITABLE. SiteHub offers a flexible and seamless approach to getting noticed in a noisy world. https://www.yoursitehub.com

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Peter Smyth has been a mortgage loan originator since 2006. He is the business manager at Americana Mortgage where he’s been since 2008. 

We discuss:

The necessary knowledge to employ yourself [2:41]

What outplacement firms do and don’t do for people who want to transition into entrepreneurship [6:32]

How building on your success gets you through challenges [9:22]

Techniques to help you keep a positive mindset when you’re unemployed [11:56]

How to build a good referral network [13:11]

Who does a person who likes management like to serve? [16:53]

Peter has 30 years of experience in commercial banking and finance and technology. He is a member of NYAMB, treasurer of Hastings House Tenants Corporation, treasurer of RAC, Westchester and former president of Rivertown Soccer Club.

Learn more about Peter at https://www.americanamortgage.com/ and LinkedIn.

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Danielle Roberts is a founding partner at Boomer Benefits, where she and her team help thousands of baby boomers learn the ropes regarding Medicare every year.

We discuss:

• The origin of Boomer Benefits [2:23]
• Problems baby boomers face when it comes to Medicare [3:31]
• Health insurance: a whole new ball game for entrepreneurs [4:55]
• How to choose the right Medicare plan for you and change it when you want to [8:22]
• Medicare vs. group insurance for solopreneurs over 65 [11:04]
• The best revenue opportunities in the insurance industry [14:23]
• It’s always cheaper to keep a current client than to gain a new one [16:56]
• A strategy for failure [20:13]

A nationally-recognized expert in the Medicare insurance industry, Danielle is a member of the Forbes Finance Council, where she frequently writes about Medicare and other baby boomer-related personal finance topics. As a past president of the Fort Worth chapter of the National Association of Health Underwriters, Danielle has spoken about Medicare to hundreds of groups and her educational webinars are attended by thousands of baby boomers annually.

Learn more about Danielle at https://boomerbenefits.com, LinkedIn, Twitter and Facebook.

Brief Description of Gift

PDF about creating a lasting marketing message

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Geri Mazur has been a marketer and brand strategist for more than 30 years. During her corporate career she worked with clients as diverse as Pfizer, Purdue Chicken and Princess Cruises.

We discuss:

• The person who figures out the little piece of the puzzle [2:57]
• You never know how good you are at something until you start doing it [4:27]
• The emerging and encompassing role of the planner [6:46]
• How the best job you ever had could turn into the worst job you ever had [9:31]
• The alternative path to working with Fortune 500 companies [11:10]
• If you’re not passionate about it, you cannot sell it [18:22]
• Life is easier when you have recurring revenue [22:57]

Today, Geri’s focus is on emerging and mid-size businesses and her practice ranges from marketing coaching of solopreneurs to providing CMO services to larger organizations. With experience in many diverse categories over the course of her career her practice is industry agnostic. 

Good marketing is a process that can be applied successfully to any business. That’s because the basis for marketing is understanding of the customer. If you know what your customer wants, then you can figure out where your product or service fits into their lives.

Learn more about Geri at http://www.gerimazurmarketing.com and LinkedIn.

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Free 30-minute consultation or download Five Steps to Creating Your Brand

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http://www.gerimazurmarketing.com

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