#33 The Founder as Chief Salesperson

Empowering Healthy Business: The Podcast for Small Business Owners

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This Is Woman's Work with Nicole Kalil

1
QUALIFIED: How Competency Checking and Race Collide at Work with Shari Dunn | 284 33:58

לפני 6 ימים33:58

הפעל מאוחר יותר

רשימות

לייק

אהבתי

33:58

In this episode, we delve into the concept of being "qualified" in the workplace, examining who gets labeled as such, who doesn't, and the underlying reasons. We explore "competency checking"—the practice of scrutinizing individuals' abilities—and how it disproportionately affects underrepresented groups, often going unnoticed or unchallenged. Our discussion aims to redefine qualifications in a fair, equitable, and actionable manner. Our guest, Shari Dunn , is an accomplished journalist, former attorney, news anchor, CEO, university professor, and sought-after speaker. She has been recognized as Executive of the Year and a Woman of Influence, with her work appearing in Fortune Magazine, The Wall Street Journal, Ad Age, and more. Her new book, Qualified: How Competency Checking and Race Collide at Work , unpacks what it truly means to be deserving and capable—and why systemic barriers, not personal deficits, are often the real problem. Her insights challenge the narratives that hold so many of us back and offer practical solutions for building a more equitable future. Together, we can build workplaces and communities that don’t just reflect the world we live in, but the one we want to create. A world where being qualified is about recognizing the talent and potential that’s been overlooked for far too long. It’s not just about getting a seat at the table—it’s about building an entirely new table, one designed with space for all of us. Connect with Our Guest Shari Dunn Website& Book - Qualified: https://thesharidunn.com LI: https://www.linkedin.com/today/author/sharidunn TikTok: https://www.tiktok.com/@thesharidunn Related Podcast Episodes: How To Build Emotionally Mature Leaders with Dr. Christie Smith | 272 Holding It Together: Women As America's Safety Net with Jessica Calarco | 215 How To Defy Expectations with Dr. Sunita Sah | 271 Share the Love: If you found this episode insightful, please share it with a friend, tag us on social media, and leave a review on your favorite podcast platform! 🔗 Subscribe & Review: Apple Podcasts | Spotify | Amazon Music…

לפני שנה 36:43

MP3•בית הפרקים

The core of the sales process is creating and having conversations
Challenges of delegating sales when the founder has not mastered it
The sales mindset founders need to embrace
Are salespeople born or made?
Pitfalls of founders as salespeople
Founder sales mastery is the foundation for hiring salespeople

Reach Christopher Filipiak at https://www.linkedin.com/in/christopherfilipiak or https://www.christopherfilipiak.com/

Send us a text

Sponsored by SmartBooks. To schedule a free consultation, visit smartbooks.com.

Thanks for listening!
Host Cal Wilder can be reached at:
cal@empoweringhealthybusiness.com
https://www.linkedin.com/in/calvinwilder/

פרקים

1. #33 The Founder as Chief Salesperson (00:00:00)

2. The core of the sales process is creating and having conversations (00:03:30)

3. Challenges of delegating sales when the founder has not mastered it (00:10:01)

4. The sales mindset founders need to embrace (00:15:43)

5. Are salespeople born or made? (00:26:16)

6. Pitfalls of founders as salespeople (00:32:29)

7. Founder sales mastery is the foundation for successfully hiring salespeople (00:33:29)

35 פרקים

#MBA #Entrepreneur #Business #Self-Improvement #Cal Wilder #Podcasting Education #Entrepreneurship #Smallbusiness #Businessownership #Accounting #Empoweringhealthybusiness

#33 The Founder as Chief Salesperson

Empowering Healthy Business: The Podcast for Small Business Owners

published לפני שנה

שתפו

MP3•בית הפרקים

The core of the sales process is creating and having conversations
Challenges of delegating sales when the founder has not mastered it
The sales mindset founders need to embrace
Are salespeople born or made?
Pitfalls of founders as salespeople
Founder sales mastery is the foundation for hiring salespeople

Reach Christopher Filipiak at https://www.linkedin.com/in/christopherfilipiak or https://www.christopherfilipiak.com/

Send us a text

Sponsored by SmartBooks. To schedule a free consultation, visit smartbooks.com.

Thanks for listening!
Host Cal Wilder can be reached at:
cal@empoweringhealthybusiness.com
https://www.linkedin.com/in/calvinwilder/

פרקים

1. #33 The Founder as Chief Salesperson (00:00:00)

2. The core of the sales process is creating and having conversations (00:03:30)

3. Challenges of delegating sales when the founder has not mastered it (00:10:01)

4. The sales mindset founders need to embrace (00:15:43)

5. Are salespeople born or made? (00:26:16)

6. Pitfalls of founders as salespeople (00:32:29)

7. Founder sales mastery is the foundation for successfully hiring salespeople (00:33:29)

35 פרקים

#MBA #Entrepreneur #Business #Self-Improvement #Cal Wilder #Podcasting Education #Entrepreneurship #Smallbusiness #Businessownership #Accounting #Empoweringhealthybusiness

All episodes

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#35 Beneficial Ownership Reporting Update and Tax Planning Win 9:46

לפני 5 hours9:46

9:46

The US Treasury Department announced a major change to beneficial filing requirements affecting most small business owners in the U.S. In this episode, Greg Reed, head of tax at SmartBooks, shares important updates. He also shares a tax planning success story about how he saved a client $29,000 in tax. We also discuss important informational filings that still must be made by many U.S. businesses that do business internationally that have major penalties if not done. Reach Greg Reed at greed@smartbookstax.com or book a meeting with him at smartbookstax.com . Send us a text Thanks for listening! Host Cal Wilder can be reached at: cal@empoweringhealthybusiness.com https://www.linkedin.com/in/calvinwilder/…

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#34 Benefits of Proactive Tax Planning vs. Reactive Tax Filing 19:16

לפני 21 ימים19:16

19:16

I’m excited to announced that SmartBooks Head of Tax Greg Reed is now officially a Certified Tax Coach. Tax planning and minimization has been a core part of our tax practice. With advanced study with the American Institute of Certified Tax Planners, Greg will be able to do even more to help business owners pay less tax. More specifically, this episode includes: Accountants, CPAs, and other roles to fill in your accounting team Benefits of working with a Certified Tax Coach The right time to do tax planning Tax tactics vs. a comprehensive tax strategy Greg saves a SmartBooks client $200,000 in taxes Documentation is key to being able to justify tax deductions Reach Greg Reed at greed@smartbookstax.com or book a meeting with him at smartbookstax.com . Send us a text Thanks for listening! Host Cal Wilder can be reached at: cal@empoweringhealthybusiness.com https://www.linkedin.com/in/calvinwilder/…

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#33 The Founder as Chief Salesperson 36:43

לפני 5 weeks36:43

36:43

A challenge all businesses face is setting up the sales function for success. In this episode, Christopher Filipiak explores why it is critical for the Founder to master the sales process regardless of whether the plan is to hire salespeople or for the founder to continue to be the primary salesperson. More specifically, this episode includes: The core of the sales process is creating and having conversations Challenges of delegating sales when the founder has not mastered it The sales mindset founders need to embrace Are salespeople born or made? Pitfalls of founders as salespeople Founder sales mastery is the foundation for hiring salespeople Reach Christopher Filipiak at https://www.linkedin.com/in/christopherfilipiak or https://www.christopherfilipiak.com/ Send us a text Sponsored by SmartBooks. To schedule a free consultation, visit smartbooks.com . Thanks for listening! Host Cal Wilder can be reached at: cal@empoweringhealthybusiness.com https://www.linkedin.com/in/calvinwilder/…

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#32 - Beneficial Ownership Filing Requirement Update and Preparing for Year End Tax Filings 14:55

לפני 9 weeks14:55

14:55

Within the past week, the Beneficial Ownership Information (BOI) filing requirement was both reinstated and then suspended again, pending further legal review. Greg Reed provides an update on the current status of the BOI fiing requirement and his filing recommendations. Greg also provides advice on gathering documentation to make your annual income tax filings as efficient as possible and explains that while you can extend the deadline to file your tax returns, you still need to pay tax by the initial deadline to avoid penalties and interest. Reach Greg Reed at smartbookstax.com or greed@smartbookstax.com. Send us a text Thanks for listening! Host Cal Wilder can be reached at: cal@empoweringhealthybusiness.com https://www.linkedin.com/in/calvinwilder/…

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#31 - Lean Marketing for More Customers at Lower Cost 27:22

לפני 11 weeks27:22

27:22

Would you like to learn how to get more customers at a lower cost of customer acquisition than your current marketing is producing? In this episode Sarah Noel Block presents her approach to lean marketing that can be done in just 4 hours per week. More specifically, this episode includes: 01:48 What is “Lean Marketing” 02:19 Narrowing your focus to attract more, better-qualified leads 05:56 Clearly defining your Signature Offer 07:00 Selecting One Marketing Channel to be efficient 08:25 Utilizing a Gateway Offer to start new customer relationships 11:10 Core Content to nurture prospective customers 14:29 How Sarah uses AI to create all her content in 4 hours per week 23:59 Passive lead magnets and active lead generators 25:42 Sarah’s Tiny Marketing Club resources Reach Sarah Noel Block at https://sarahnoelblock.com/club Send us a text Sponsored by SmartBooks. To schedule a free consultation, visit smartbooks.com . Thanks for listening! Host Cal Wilder can be reached at: cal@empoweringhealthybusiness.com https://www.linkedin.com/in/calvinwilder/…

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#30 - Overcoming Visionary Founder Blind Spots 37:21

לפני 12 weeks37:21

37:21

Founders of businesses are unique kinds of people. Some are visionary by nature and struggle to scale businesses despite great personal talent. In this episode Becky Venuti of BV Coaching shares her experience and insight into how these visionary founders can effectively scale their businesses. More specifically, this episode includes: Different kinds of founders What is a Visionary founder Change management The Integrator role Avoiding excess complexity Building out your team Systems and processes The importance of training Effective delegation Strategically deciding what to be good and be bad at Becky’s coaching business Reach Becky Venuti at beckyvenuti.com or becky@beckyvenuti.com Send us a text Sponsored by SmartBooks. To schedule a free consultation, visit smartbooks.com . Thanks for listening! Host Cal Wilder can be reached at: cal@empoweringhealthybusiness.com https://www.linkedin.com/in/calvinwilder/…

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#29 - Suspension of Beneficial Ownership Filing Requirements 5:48

לפני 12 weeks5:48

5:48

A federal court in Texas issued a preliminary injunction suspending the enforcement of the new beneficial ownership reporting requirement. While this ruling provides relief for small business owners, it is TBD whether the reporting requirement will be rescinded or reinstated. In this brief update episode Greg Reed, head of tax at SmartBooks, shares his thoughts and recommendations around this issue. Reach Greg Reed at smartbookstax.com or greed@smartbookstax.com. Send us a text Thanks for listening! Host Cal Wilder can be reached at: cal@empoweringhealthybusiness.com https://www.linkedin.com/in/calvinwilder/…

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#28 - Post-Election Tax Update and Year-End Tax Planning 17:24

לפני 13 weeks17:24

17:24

The incoming administration of President-Elect Donald Trump will bring significant changes to the tax code. Given that he can’t run for re-election for a third term and may thus feel more free to act on his principles than if he had to secure votes for re-election, there is the potential for some very large changes. In this episode Greg Reed, head of tax at SmartBooks, shares his insights into potential changes to the tax code. We also discuss the opportunity for year-end tax planning as we enter December. More specifically, this episode includes: Extension of the Tax Cuts and Jobs Act of 2017 Tax Brackets and Tariffs Other Taxes and Tax Breaks Impact on 2024 Taxes and Year-End Tax Planning Reach Greg Reed at smartbookstax.com or greed@smartbookstaxcom. Send us a text Thanks for listening! Host Cal Wilder can be reached at: cal@empoweringhealthybusiness.com https://www.linkedin.com/in/calvinwilder/…

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#27 - When Hiring a Fractional Chief Marketing Officer is the Right Move for Your Business 35:39

לפני 15 weeks35:39

35:39

A challenge for many business owners is how to get the benefit of a good marketing function to fill their sales pipeline, and at a cost point they can afford. One option is to engage a fractional marketing leader. In this episode, Rebecca Schuette shares her insights into when hiring a fractional marketing leader could be the right move for your business and how to set up the engagement for success. More specifically, this episode includes: A DIY Approach Can Work Though is Usually Disjointed The Stage and Size When Companies Hire Outside Marketing Leadership Do You Have a Marketing Problem or a Sales Problem? The Importance of Metrics. Different Marketing Roles and Options Selecting the Right Fractional Marketing Leader Staffing Up a Marketing Department and Making Full-Time Hires Setting a Marketing Budget Reach Rebecca Schuette at https://start2scale.io/ or https://www.linkedin.com/in/rebeccaschuette/ Send us a text Sponsored by SmartBooks. To schedule a free consultation, visit smartbooks.com . Thanks for listening! Host Cal Wilder can be reached at: cal@empoweringhealthybusiness.com https://www.linkedin.com/in/calvinwilder/…

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#26 - Husband and Wife as Business Partners 50:17

לפני 17 weeks50:17

50:17

Many businesses are run by husband and wife teams. While that can be a powerful combination for the business, there are unique dynamics and challenges when spouses or other family members work together. In this episode, Robert and Kay Lee Fukui share their experience and insight into how spouses can most successfully work together as business partners. More specifically, this episode includes: Advantages of Family-Run Businesses Kay Lee and Robert’s Background Importance of Financial Metrics in Running a Business Assessing and Determining Job Fit for Family Members Hiring Your Children Structuring Accountability Discussions with Your Spouse Managing Boundaries Between Work and Home Life Avoiding Divorce When Your Children Go To College Parallels with the Entrepreneurial Operating System Robert and Kay Lee’s Consulting Business Reach Robert and Kay Lee Fukui at https://marriedentrepreneur.co/ Send us a text Sponsored by SmartBooks. To schedule a free consultation, visit smartbooks.com . Thanks for listening! Host Cal Wilder can be reached at: cal@empoweringhealthybusiness.com https://www.linkedin.com/in/calvinwilder/…

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#25 - Digital Marketing Basics for Business Owners 34:48

לפני 20 weeks34:48

34:48

Part of running a healthy business is being able to attract new customers. I am old enough to remember life before internet and phones became ubiquitous. These days internet-based marketing dominates in many industries, and the catch-all term for all kinds of online marketing is Digital Marketing. Joining this episode is Kevin Roy, founder and owner of Green Banana , who helps us understand today's digital marketing landscape and how to navigate all these options and opportunities. More specifically, this episode includes: The Importance of Defining Your Target Audience When SEO and Adwords Are Best When Display Ads on Social Platforms Are Best SEO vs. Google Adwords Social Platforms for Display Advertising When and How to Engage Professional Marketing Help Determining a Digital Marketing Budget Timeline for Launching a Digital Marketing Program Pitfalls to Avoid Reach Kevin at https://www.linkedin.com/in/kevincharlesroy/ or GreenBananaSEO.com Send us a text Sponsored by SmartBooks. To schedule a free consultation, visit smartbooks.com . Thanks for listening! Host Cal Wilder can be reached at: cal@empoweringhealthybusiness.com https://www.linkedin.com/in/calvinwilder/…

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#24 - Beneficial Ownership Reporting Requirements: New in 2024 17:00

לפני 21 weeks17:00

17:00

There is a new federal filing requirement for 2024 that new and existing businesses must comply with, or else face hefty fines. Businesses are required to report the identities of their Beneficial Owners. This filing is typically made by tax CPAs or attorneys and must be kept updated. Greg Reed helps us navigate these new requirements. More specifically, this episode includes: What is Beneficial Ownership? Beneficial Ownership is reported to a federal government agency (different from the IRS) Penalties for failing to file and filing deadlines How to file reports The need to file informational updates Next steps for business owners Book a meeting with Cal or Greg here: https://smartbooks.com/free-consultation/ . Send us a text Thanks for listening! Host Cal Wilder can be reached at: cal@empoweringhealthybusiness.com https://www.linkedin.com/in/calvinwilder/…

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#23 - Key Accounting Topics for Marketing Agencies 50:39

לפני 22 weeks50:39

50:39

Having supported the bookkeeping and accounting needs of many marketing agencies over the years, SmartBooks routinely addresses a few key accounting topics to help clients get the most out of their financial reporting. In this episode guest Lindsay Jarosch highlights these issues. More specifically, this episode includes: Benefits of a segmented chart of accounts Accounting for client media purchases made by the agency Profit modeling for the firm Using performance metrics to manage pricing and staffing The value of 12-week forecasts Tax planning and management Send us a text Sponsored by SmartBooks. To schedule a free consultation, visit smartbooks.com . Thanks for listening! Host Cal Wilder can be reached at: cal@empoweringhealthybusiness.com https://www.linkedin.com/in/calvinwilder/…

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#22 - Life-Changing Benefits of Great Sleep 42:00

לפני 26 weeks42:00

42:00

The healthier we are personally, the more energy we can bring to our businesses to make our businesses as successful as possible. There are several drivers of personal health. In this episode guest Matt Beedle makes a compelling case that investing in great sleep delivers a high return on investment personally and professionally. More specifically, this episode includes: Consequences of Inadequate Sleep Wearables and Genetics to Inform Sleep Information Beware of Supplements and Medication Mental Health and Apnea as the Principal Causes of Poor Sleep Matt's View on Sleep Hacks Basic Routines That Can Be Followed Bedroom Environment for Sleeping How Matt Works with Clients Viewing Sleep as a High ROI Investment You can reach Matt at: https://mattbeedle.com/ https://www.linkedin.com/in/self-improvement/ https://www.instagram.com/makesleepgreatagain/ Send us a text Sponsored by SmartBooks. To schedule a free consultation, visit smartbooks.com . Thanks for listening! Host Cal Wilder can be reached at: cal@empoweringhealthybusiness.com https://www.linkedin.com/in/calvinwilder/…

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#21 - Top Areas Where a Fractional HR Leader Can Help a Small Business 44:27

לפני 28 weeks44:27

44:27

Small businesses have more options than ever to meet senior executive needs by utilizing fractional (aka part-time) managers. The fractional CFO model is the most established, but business owners are also meeting operational, sales and marketing, and other areas of need using fractional approaches. In this episode, Scott Baker shares his insights into how business owners can derive valuable benefits by employing a fractional HR leader. More specifically, this episode includes: The HR function is a void in most small businesses Start with an HR assessment Structuring a successful fractional HR leader engagement Issues with having employees in multiple states Pros and cons of PEOs (Professional Employer Organization) Classification of employees for overtime and 1099/Contractor purposes States to be aware about when hiring employees Employee Handbook items When HR falls under the Finance function Contact Scott Baker at: ScottBaker@Stage3Leadership.com linkedin.com/in/scottbaker365/ Send us a text Sponsored by SmartBooks. To schedule a free consultation, visit smartbooks.com . Thanks for listening! Host Cal Wilder can be reached at: cal@empoweringhealthybusiness.com https://www.linkedin.com/in/calvinwilder/…

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The Let Them Theory: A Life-Changing Tool That Millions of People Can't Stop Talking About

פודקאסטים ששווה להאזין

Empowering Healthy Business: The Podcast for Small Business Owners « » #33 The Founder as Chief Salesperson

פרקים

1. #33 The Founder as Chief Salesperson (00:00:00)

2. The core of the sales process is creating and having conversations (00:03:30)

3. Challenges of delegating sales when the founder has not mastered it (00:10:01)

4. The sales mindset founders need to embrace (00:15:43)

5. Are salespeople born or made? (00:26:16)

6. Pitfalls of founders as salespeople (00:32:29)

7. Founder sales mastery is the foundation for successfully hiring salespeople (00:33:29)

#33 The Founder as Chief Salesperson

פרקים

1. #33 The Founder as Chief Salesperson (00:00:00)

2. The core of the sales process is creating and having conversations (00:03:30)

3. Challenges of delegating sales when the founder has not mastered it (00:10:01)

4. The sales mindset founders need to embrace (00:15:43)

5. Are salespeople born or made? (00:26:16)

6. Pitfalls of founders as salespeople (00:32:29)

7. Founder sales mastery is the foundation for successfully hiring salespeople (00:33:29)

פודקאסטים ששווה להאזין

ברוכים הבאים אל Player FM!

The Let Them Theory: A Life-Changing Tool That Millions of People Can't Stop Talking About

The Let Them Theory: A Life-Changing Tool That Millions of People Can't Stop Talking About

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The Let Them Theory: A Life-Changing Tool That Millions of People Can't Stop Talking About

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Empowering Healthy Business: The Podcast for Small Business Owners « »
#33 The Founder as Chief Salesperson