blog

Joel Lindenberg

By Jenn

Joel Lindenberg is a career investment banker. Joel feels that this is a perfect time to start a business and to build capital. There has been a lot of activity due to recent tax cuts. At this point, it is a seller’s market so if an individual is considering selling their business and looking to profit, this would be the perfect time to do so. The healthcare industry is one of the largest money making industries around. A lot of people are going into healthcare for different reasons and various professions. Another advanced profession is anything in advertising or technology.

Joel explains how it is so important to get affairs in order prior to selling your business. There are many things that have to be taken into consideration a...

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Abner Aponte

By Jenn

Abner Aponte is a health insurance advisor for the Gonzalez Advisory Team. He tries to find a positive balance between providing healthcare that is affordable and accessible to employees while keeping in mind the financial restraints of a profitable business. Picking a healthcare plan can be confusing and extremely challenging for the average person. Abner will sit down and explain things to the best of his ability. Healthcare used to be extremely easy but with the Affordable Care Act, it has become confusing and hard to follow. Abner comes in to help ease the process of healthcare.

Healthcare and benefits are constantly changing. It is important to stay informed and on top of benefits that are offered and what they cost. Many people do...

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Chuck Berman

By Jenn

Chuck Berman is a financial representative who works at WestPac Wealth Partners. He spent most of his life in New York City. Although much of his history is in business and finance, he decided he wanted to change career paths to something that would be more beneficial and help people more directly. He feels that when people are starting their own business, they are so focused on the business and the time that goes into starting a business that they fail to think about their financial future and security. One mistake that individuals can make is not thinking about retirement or how to sustain the lifestyle that they have become accustomed to until they are older. They also do not plan for tragedy. Most people do not have a form of liabil...

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John Gonzalez

By Jenn

John Gonzalez is the owner of Gonzalez CPA. He is a tax adviser and has a strong sense of family. John feels that this opportunity to own his own business was truly a dream come true. As a young boy, he recognized that his family had been doing taxes incorrectly for a number of years. He has strong memories of his father taking him to the Internal Revenue Services to make his monthly payments, which had a heavy impact on his family as a whole. John also recollects that his family has always been employed by others and it was his dream to have his own business and to build a legacy that truly belongs to him.

John’s clients are businesses that have about ten employees and sometimes struggle financially in order to meet the needs of ...

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Courtni English

By Jenn

Courtni English is the founder of No Limits Learning Center in Brea. During her adolescence, she found that she had a heart and passion for helping with special needs children. Throughout her years of education, she discovered that although there are many programs available to help and assist younger children with special needs, there is virtually nothing for those entering adulthood. Once the public school system is no longer involved, there were no sources for adults with developmental disabilities to go to for assistance. In 2012, Courtni began her long journey in opening a school that would teach life skills and help individuals with special needs contribute to their families, society and live more independently than they ever had b...

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Brad Moon

By Jenn

Brad Moon simplifies the tedious process of paperwork in the employment process. In the past, when you new employees were brought on into any position there was a large amount of paperwork. More often than not, some aspect of this paperwork would be overlooked. Something would not be signed, something would not be dated, pages would missed all together, etc. By digitizing this process, it allows corrections to be made immediately to insure that all documents are filled out correctly and in a timely manner. This protects both the employer as well as the employee.

The most popular usage of Brad Moon’s program is the onboarding process. Many companies use this to perform background checks and actually hire on new employees. This make...

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Jeff Koser

By Jenn

Jeff Koser is a CEO and author of Selling to Zebras. His primary niche is sales and teaching techniques on how to sell. He discusses that sales have changed drastically within the last few years and the techniques that used to work in the past simply do not anymore. In the digital age, when most business people are extremely busy and solving problems from the time that they get to work until the time they get home, and sometimes after that, it is hard to grab their attention. Most opportunities are looked at as “shiny objects,” things that are just made to distract and look pretty but have no true value to the individual. In a world full of shiny objects, it is hard to recognize what is real. When things are not automaticall...

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Brooks Travis

By Jenn

Brooks Travis is a member of the American Academy of Estate Planning and Wealth Counsel. Both of these organizations pride themselves on making sure that their members are educated in the laws and procedures that are required to proceed with estate planning. He not only does wills and trusts planning but he also does probate. For some individuals he does, veterans administration planning, medi-cal planning, charitable gifts planning and special needs planning for individuals that have specials needs children to ensure that their inheritance will not interfere with their benefits such as medi-cal or social security income.

It is important for business owners to ensure that their legacy is continued the way that they intended it to be. If...

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Ian Plumlee

By Jenn

Ian Plumlee started out in web design and found his true niche when it came to marketing. Ian has discovered that marketing is much more involved than spreading the word about a product or service to a large mass of people. The key to efficient marketing is finding a buyer persona. This is finding one specific individual that fits all the criteria of what a company is trying to sell based on the product or service, the problem that is being solved, the demographics of the individual and finding them. Once a business knows the exact person that they are trying to reach they can start to find out where these type of people spend their time, spend their money, and can track them down in hopes of gaining a valued customer or at least being ...

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Mike Abercrombie started out by teaching technological development. In a world that depends heavily on technology and moves so rapidly, it is important to keep on top of the latest technology. This is one those industries that is constantly changing and improving. Even though an individual goes to school and may even possess a degree in a certain area of technology, tomorrow things could be entirely different. Will suggests that it is much different than jumping in a pool, so to speak. In that scenario, once you are in it, you are in it. In technology, being it is does not mean it will always be the same or that your surroundings will not be constantly changing on a day by day basis. Mike explains that the individuals that he has taught...

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willcrist@globalmarc.com
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For 25 years, I have helped organizations get clear about their vision, agree on the path, and progress toward achievement of their goals. I use the EOS® tools to bring clarity of vision, traction® to progress, and maintain healthy relationships in the organization.

 

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