Shock Your Potential

Becoming Financially Fulfilled - Sanger Smith

What financial guidance can you gain from understanding your core values? How can you use this understanding to make better decisions today that align with your long-term financial goals? Our guest today will challenge you to answer those questions, and more, for yourself.
Sanger D. Smith has recently celebrated his 10th year of service with Clearfork Wealth Management, managing half a billion dollars, and serves as both a Managing Partner and Financial Advisor with the firm.  Not only is Sanger savvy in terms of financial advice, with designations in Behavioral Financial Advice and as an Accredited Portfolio Management Advisor, but his passion lies in diving into the core values and beliefs of his clients.
In this episode we discuss becoming financially fulfilled, identifying what is deeply important to us, understanding our own money rules that guide us, and how to ensure that you retire TO something, not FROM something.
Listen in!
Learn more about Sanger D. Smith and his team at Clearfork Wealth Management at www.clearforkwealth.com.
https://www.linkedin.com/in/sanger-d-smith-b1690647 
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Thank you to our April Sponsor: Entrepreneur’s Guide to Financial Well-Being or Wayne Titus
Imagine starting a long journey without a map…or even a clear idea of the obstacles ahead. That’s exactly what it’s like for entrepreneurs who start companies with a lot of passion, but without the financial expertise to grow and scale their businesses and create long-term wealth for their families.
Wayne Titus shows you how to find a financial adviser who can help you map a better journey. In his book, The Entrepreneur’s Guide to Financial Well-Being.  With the right adviser at your side, you’ll have the freedom to focus on what really matters to you.
Get The Entrepreneur’s Guide to Financial Well-Being at Amazon.com and in the virtual bookstore on the Shock Your Potential app.
 

The Best Time To Invest Is Now - Simon Brady

When is the best time to begin investing? 5 year ago! Missed that deadline? Begin today.
Simon Brady grew up in London and studied business and finance before being transferred to New York to take on trading and senior management roles at a major Wall Street trading firm. After more than twenty-five years of trading experience during which time he saw 'behind the curtain' of how equity and currency markets operate, Simon eventually left the institutional trading world and became fully qualified as a CERTIFIED FINANCIAL PLANNER™ (CFP®) personal finance professional.He subsequently worked for the United Nations in Manhattan as a financial advisor and ETF specialist before going on to found Anglia Advisors, a fee-for-service-only advisory firm specifically aimed at offering personal finance consulting services to younger individuals, couples and families as well as foreign nationals living and working in the US and "suddenly single" individuals coming out of divorce and widowhood. 
In this episode we discuss how important it is to take a holistic approach to your financial planning, the benefits of choosing a fee-for-service planner vs. commission-driven, the impact of beginning savings in your 20’s vs. your 50’s and so much more.
Listen in!
Online:
Website: https://www.angliaadvisors.com/   
Original written and audio content: https://simonbrady.substack.com/
LinkedIn: https://www.linkedin.com/in/simonbradyny/
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Thank you to our April Sponsor: Entrepreneur’s Guide to Financial Well-Being or Wayne Titus
Imagine starting a long journey without a map…or even a clear idea of the obstacles ahead. That’s exactly what it’s like for entrepreneurs who start companies with a lot of passion, but without the financial expertise to grow and scale their businesses and create long-term wealth for their families.
Wayne Titus shows you how to find a financial adviser who can help you map a better journey. In his book, The Entrepreneur’s Guide to Financial Well-Being.  With the right adviser at your side, you’ll have the freedom to focus on what really matters to you.
Get The Entrepreneur’s Guide to Financial Well-Being at Amazon.com and in the virtual bookstore on the Shock Your Potential app.

The Power of Reserves, Pipeline & Capacity - Chris Hervochon

What is keeping you up at night about your business? Our guest today knows that often, the cause of insomnia is rooted in not having a solid financial business plan.
Chris Hervochon, CPA, CVA is the sole proprietor of his CPA firm.  He provides virtual CFO and tax services, primarily for marketing and creative agencies. Before starting his own CPA firm, Chris spent ten years between forensic accounting and corporate accounting and finance. He has been featured in publications such as the Journal of Accountancy, Accounting Today, The Innovative Agency Podcast, AMEX Open Forum, LendingTree, and many more for his industry knowledge and accounting expertise, and in 2019, Chris was selected as one of CPA Practice Advisor's 40 Under 40. 
In this episode we talk about how services like his provide certainty and peace of mind from working with the numbers. Good numbers. He helps his clients to understand how to manage their operating and growth objectives by focusing on their cash reserves, their business pipeline, and the capacity of their current team. When viewed together, better decisions can, and will, be made.
 
Listen in!
Facebook Page: https://www.facebook.com/BetterWayCPA/
Private Facebook Group: https://www.facebook.com/groups/CPAformarketing
YouTube Channel: https://www.youtube.com/channel/UCV47G1cxtV_ElKokUt2ChXw
Instagram: https://www.instagram.com/betterwaycpa/
Twitter: https://twitter.com/ChrisHervochon
LinkedIn: https://www.linkedin.com/in/chrishervochon/
 
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Thank you to our April Sponsor: Entrepreneur’s Guide to Financial Well-Being or Wayne Titus
Imagine starting a long journey without a map…or even a clear idea of the obstacles ahead. That’s exactly what it’s like for entrepreneurs who start companies with a lot of passion, but without the financial expertise to grow and scale their businesses and create long-term wealth for their families.
Wayne Titus shows you how to find a financial adviser who can help you map a better journey. In his book, The Entrepreneur’s Guide to Financial Well-Being.  With the right adviser at your side, you’ll have the freedom to focus on what really matters to you.
Get The Entrepreneur’s Guide to Financial Well-Being at Amazon.com and in the virtual bookstore on the Shock Your Potential app.
 

Become Your Own Banker - Mark Willis CFP®

Mark Willis is a man on a mission to help you think differently about your money, your economy and your future.
After graduating with six figures of student loan debt and discovering a way to turn his debt into real wealth as he watched everybody lose their retirement savings and home equity in 2008, he knew that he needed to find a more predictable way to meet his financial objectives and those of his clients.
In this episode we talk about lighting the fuse to your financial rocket of potential, embracing the power of becoming your own banker, the dangers of interrupting compound growth, understanding that every dollar spent is lost investment, and more.
Mark is a CERTIFIED FINANCIAL PLANNER™, a two-time #1 Best Selling Author and the Owner of Lake Growth Financial Services, a financial firm in Chicago, Illinois. Over the years, he has helped hundreds of his clients take back control of their financial future and build their businesses with proven, tax-efficient financial solutions. He specializes in building custom-tailored financial strategies that are unknown to typical stock-jockeys, attorneys, or other financial gurus.
As co-host of the Not Your Average Financial Podcast™, he shares some of his strategies for investing in real estate, paying for college without going broke, and creating an income in retirement you won’t outlive.
Mark works with people who want to grow their wealth in ways that are safe and predictable, to become their own source of financing, and create tax-free income in retirement.
Social Media Links
Lake Growth Financial Services: https://lakegrowth.com/Not Your Average Financial Podcast: https://nyafinancialpodcast.com/YouTube: https://www.youtube.com/channel/UCw-DvhKT2EaPFdncLy39LIQLinkedIn: https://www.linkedin.com/in/marklakegrowth/Twitter: https://twitter.com/LakeGrowthFacebook: https://www.facebook.com/lakegrowthInstagram: https://www.instagram.com/notyouraveragefinancial/
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Thank you to our April Sponsor: Entrepreneur’s Guide to Financial Well-Being or Wayne Titus
Imagine starting a long journey without a map…or even a clear idea of the obstacles ahead. That’s exactly what it’s like for entrepreneurs who start companies with a lot of passion, but without the financial expertise to grow and scale their businesses and create long-term wealth for their families.
Wayne Titus shows you how to find a financial adviser who can help you map a better journey. In his book, The Entrepreneur’s Guide to Financial Well-Being.  With the right adviser at your side, you’ll have the freedom to focus on what really matters to you.
Get The Entrepreneur’s Guide to Financial Well-Being at Amazon.com and in the virtual bookstore on the Shock Your Potential app.

Charge More - Think Later - Sébastien Roger de Nuñez

When is the right time to raise your fees? What will this do to your ability to grow and scale your business and how will it help you reach more of the right people? Our guest today shares the answers.
Sébastien Roger de Nuñez has an obsession with supporting visionary 6-fig coaches & experts to create even bigger impact. He’s helped many experts multiply their monthly revenue and grow their clients’ base. He’s the co-founder of the Thought Leadership Academy, speaks 12 languages, and 4-time TEDx speaker. His first TEDx has reached over 275,000 views. He is also the host of Nuggets of Wisdom Podcast. 
In this episode we talk about the mindset needed to increase fees, the importance of pushing yourself out of a comfort trajectory, reaching people through multiple offers, and learning how to add a zero at the end of your current numbers. Most importantly, we discuss how to realize when you are stealing from yourself.
Listen in!
Your social media handles 
www.sebrdn.com
www.linkedin.com/in/sebastiennunez
www.facebook.com/sebastien.rogerdenunez 
www.facebook.com/speakwithseb 
instagram.com/speakwithseb
https://www.youtube.com/channel/UCKY5oDuSx8O7zLcADXnwx_A
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Thank you to our April Sponsor: Entrepreneur’s Guide to Financial Well-Being or Wayne Titus
Imagine starting a long journey without a map…or even a clear idea of the obstacles ahead. That’s exactly what it’s like for entrepreneurs who start companies with a lot of passion, but without the financial expertise to grow and scale their businesses and create long-term wealth for their families.
Wayne Titus shows you how to find a financial adviser who can help you map a better journey. In his book, The Entrepreneur’s Guide to Financial Well-Being.  With the right adviser at your side, you’ll have the freedom to focus on what really matters to you.
Get The Entrepreneur’s Guide to Financial Well-Being at Amazon.com and in the virtual bookstore on the Shock Your Potential app.
 

7 Steps to Wealth - Hilary Hendershott

Have you ever made poor decisions with your money? Have you ever felt the stress of not having enough and feeling like you are on a treadmill trying to earn more to stay ahead? Then our guest today offers a way to hop off the treadmill and gain control.
Hilary Hendershott is the founder of Hendershott Wealth Management, a leading financial advisory and wealth coaching firm for women. Hilary’s mission is to motivate women and their loved ones to be financially empowered, and to thrive. Her wealth coaching programs have enabled participants to finally take control of their money, learn healthy financial habits, and grow their individual wealth by millions of dollars. 
In this episode we talk about her own story as a CPA advising hit net worth clients by day to facing mounting and overwhelming debt by night, and the day she decided to stop everything and take control. Today she uses her own story to fuel her passion of heling women, and a few men, to change their financial lives. She also shares her simple framework of 7 steps to wealth that you don’t want to miss!
Hilary is the host of Profit Boss® Radio, a weekly financial podcast where she and her guests offer women financial inspiration and actionable advice.  She’s also a TEDx speaker, and has been featured in the Wall Street Journal, NBC, ABC, FOX, DailyWorth, Forbes, and Investopedia. 
 
Listen in!
Social links:
https://www.instagram.com/hilary.hendershott/ 
https://www.facebook.com/hilaryhendershott/
https://www.linkedin.com/in/hilarythecfp
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Thank you to our April Sponsor: Entrepreneur’s Guide to Financial Well-Being or Wayne Titus
Imagine starting a long journey without a map…or even a clear idea of the obstacles ahead. That’s exactly what it’s like for entrepreneurs who start companies with a lot of passion, but without the financial expertise to grow and scale their businesses and create long-term wealth for their families.
Wayne Titus shows you how to find a financial adviser who can help you map a better journey. In his book, The Entrepreneur’s Guide to Financial Well-Being.  With the right adviser at your side, you’ll have the freedom to focus on what really matters to you.
Get The Entrepreneur’s Guide to Financial Well-Being at Amazon.com and in the virtual bookstore on the Shock Your Potential app.

The Power of a Credit Union - Mark Ritter

Are you a new or existing small business owner in need of financing to grow or maintain your company? If so, our guest will be your guide.
Mark Ritter is the CEO of Member Business Financial Services (MBFS) and Nu Direction Lending. He is an expert in all things credit union and small business lending. Both organizations are owned by credit unions and designed to help credit unions fund more loans to real estate investors and small business owners in their communities.
In this episode Mark helps us to understand that not all financial institutions are alike, and offer better, or worse, deals for small businesses based on a variety of factors. He urges us to consider them more like you would the restaurant industry. Some restaurants provide enhanced services, but with premium pricing. Others offer quick solutions that aren’t all that healthy. He urges us to take time to plan out your financial moves and understand what you really need for the fiscal health of your company.
Prior to becoming CEO in 2012, Mark led the business lending program for a large credit union in Pennsylvania. In the past eight years at MBFS, Mark increased the number of credit unions the company services by over 8x, grew the revenue by 15x. More importantly, MBFS has helped countless credit union members gain the financing they need for small business and real estate investment needs.
 
Listen in!
Social media handles
https://www.linkedin.com/in/markrittermbfs/
https://www.linkedin.com/company/11260287/
https://www.mbfs.org/index.php
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Thank you to our April Sponsor: Entrepreneur’s Guide to Financial Well-Being or Wayne Titus
Imagine starting a long journey without a map…or even a clear idea of the obstacles ahead. That’s exactly what it’s like for entrepreneurs who start companies with a lot of passion, but without the financial expertise to grow and scale their businesses and create long-term wealth for their families.
Wayne Titus shows you how to find a financial adviser who can help you map a better journey. In his book, The Entrepreneur’s Guide to Financial Well-Being.  With the right adviser at your side, you’ll have the freedom to focus on what really matters to you.
Get The Entrepreneur’s Guide to Financial Well-Being at Amazon.com and in the virtual bookstore on the Shock Your Potential app.
 

Understanding Your Money Mindset - Melissa Kirk

Have you ever wondered how your money mindset affects your financial health? Our guest today helps people tackle this issue among others in her consulting business.
Melissa Kirk Consulting helps clients solve the most complex issues of their inner blueprint. In working with her the find a path to results they have sought, explore out of the box ideas, align with their passion and purpose, shift their mindset to be empowered, and create the lifestyle they desire.
In this episode we talk about the fundamental truth that whatever you think, your subconscious hears and listens, that your mindset can keep you in the practice of lack or that of abundance, the law of attraction, and getting real with yourself.
Listen in!
 
CONNECT WITH MELISSA:
https://www.facebook.com/melissa.kirk.2012/
https://twitter.com/RealtorMKirk
https://www.linkedin.com/in/melissajkirk/
https://www.instagram.com/melissakirkrealtor/
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Thank you to our April Sponsor: Entrepreneur’s Guide to Financial Well-Being or Wayne Titus
Imagine starting a long journey without a map…or even a clear idea of the obstacles ahead. That’s exactly what it’s like for entrepreneurs who start companies with a lot of passion, but without the financial expertise to grow and scale their businesses and create long-term wealth for their families.
Wayne Titus shows you how to find a financial adviser who can help you map a better journey. In his book, The Entrepreneur’s Guide to Financial Well-Being.  With the right adviser at your side, you’ll have the freedom to focus on what really matters to you.
Get The Entrepreneur’s Guide to Financial Well-Being at Amazon.com and in the virtual bookstore on the Shock Your Potential app.

Discover Your Money Temperament - Ted McLyman

 
What is your money temperament? Do you know? Do you know why knowing is critical to your financial success? Our guest today will explain.
Ted McLynam is an entrepreneur, business owner, author, speaker, trainer, Lt Col, USMC (Ret), and Ironman All World age group triathlete. He has over 30 years of award-winning experience, helping individuals and organizations achieve peak performance. BA Social Relations, Colgate University; MA Public Administration, Pepperdine University; and MS Instructional and Performance Technology, Boise State University.
In this episode we discuss how his time in the Marine Corp made him passionate about helping military personnel, how none of us have been hard-wired to use money well, why it’s important to consider yourself self-employed even if you work for someone else, and more.
 
Books by Ted
Money Makes Me Crazy: How I Squandered Millions of Dollars Building The FUBU Empire
Discover Your Money Temperament: A Common-Sense Guide to Financial Security
 
Listen in!
social media handles
@tedmclyman (Twitter, LinkedIn, Facebook, Instagram, and YouTube)
​Website: www.tedmclyman.com
Facebook: https://www.facebook.com/TedMcLyman/
Instagram: https://www.instagram.com/tedmclyman/
Twitter: https://twitter.com/TedMcLyman
Linkedin: https://www.linkedin.com/in/ted-mclyman/
Youtube: https://www.youtube.com/tedmclyman
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Thank you to our April Sponsor: Entrepreneur’s Guide to Financial Well-Being or Wayne Titus
Imagine starting a long journey without a map…or even a clear idea of the obstacles ahead. That’s exactly what it’s like for entrepreneurs who start companies with a lot of passion, but without the financial expertise to grow and scale their businesses and create long-term wealth for their families.
Wayne Titus shows you how to find a financial adviser who can help you map a better journey. In his book, The Entrepreneur’s Guide to Financial Well-Being.  With the right adviser at your side, you’ll have the freedom to focus on what really matters to you.
Get The Entrepreneur’s Guide to Financial Well-Being at Amazon.com and in the virtual bookstore on the Shock Your Potential app.
 
 
 
 
 
 
 
 
 
 
 

ROI on LEADS - Wanda Toro Turini

How do you measure ROI for your marketing? How can you be sure that a speaking gig, networking event or media appearance will deliver qualified leads to your door? Our guest today has a resource that can help.
Wanda Toro Turini, also known as Dr. Wanda or THE Nerdy Girl Entrepreneur is quite a seasoned entrepreneur but, even more unique… she is a natural inventor. Her latest brainchild, Ketchwords.com, helps fellow entrepreneurs unveil their Anonymous Fans and stop leaving money on the table. Ketchwords was first developed to solve her problem of collecting those Anonymous Fans in her audience. After creating a texting platform to deliver robust content to her audiences, she used her skills to master the tool and boost the ROI of every appearance, and growing her consulting business to $4.2 Million.
In this episode we learn about this lead-generating powerhouse marketing tool, what it can mean for your business, and how to ensure that you are choosing marketing tools that truly allow you freedom to do what you do best, while the rest is automated and working for you.
 
Listen in!
http://ketchwords.com
https://www.facebook.com/Ketchwords/
https://www.facebook,com/TheNerdyGirlEntrepreneur/
https://www.LinkedIn.com/in/wandaturini/
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Thank you to our April Sponsor: Entrepreneur’s Guide to Financial Well-Being or Wayne Titus
Imagine starting a long journey without a map…or even a clear idea of the obstacles ahead. That’s exactly what it’s like for entrepreneurs who start companies with a lot of passion, but without the financial expertise to grow and scale their businesses and create long-term wealth for their families.
Wayne Titus shows you how to find a financial adviser who can help you map a better journey. In his book, The Entrepreneur’s Guide to Financial Well-Being.  With the right adviser at your side, you’ll have the freedom to focus on what really matters to you.
Get The Entrepreneur’s Guide to Financial Well-Being at Amazon.com and in the virtual bookstore on the Shock Your Potential app.