Show cover of HVAC Financial Freedom

HVAC Financial Freedom

The HVAC Financial Freedom Podcast is a podcast for residential HVAC contractors, where youโ€™ll hear from successful contractors and industry experts on how you can start, grow, scale, and market an HVAC business. Follow us for tips, and strategies to generate more business for all your heating and cooling repair, installation, and replacement services! Hosted by John Victoria Sponsored by Polianna.net

Tracks

Finding A-Players to Grow Your Contracting Business with Paul Sanneman
Join us for a game-changing episode of the HVAC Financial Freedom Podcast: 'Finding A-Players to Grow Your Contracting Business.' Host John Victoria of Polianna, sits with Paul Sanneman, the genius behind Contractor Staffing Source. With a vast coaching background and a passion for making businesses more efficient, Paul dives into the crucial topic of attracting and hiring the best talent for HVAC contractors. Learn from Paul's extensive experience as he shares actionable strategies to find and keep A-Players that can propel your business forward. This episode is a must-watch for HVAC contractors aiming for growth, efficiency, and a competitive edge in the market. Tune in for insights that could redefine your hiring process and help scale your business. Don't forget to subscribe for more episodes on achieving HVAC financial freedom. 00:00 Recruiting Strategies for Contractors 06:53 Recruitment Strategies for Construction Companies 10:20 Using AI in Job Recruitment 20:03 Effective Recruitment and Employee Retention 33:50 Building a Winning Team ๐Ÿ“ข Connect with us! ๐Ÿ‘‰ Full episode can be found here: https://www.poliannaseo.net/finding-a-players-to-grow-your-contracting-business-with-paul-sanneman/ ๐Ÿ‘‰ Join our FB Group: https://www.facebook.com/groups/hvacfinancialfreedom/ ๐Ÿ‘‰ Follow us on our FB Page: https://www.facebook.com/poliannaseo/ ๐Ÿ‘‰ Follow us on IG: https://www.instagram.com/poliannaseo/ https://www.instagram.com/hvacfinancialfreedom/ ๐Ÿ‘‰ Follow us on LinkedIn: https://www.linkedin.com/company/polianna-seo/ ๐Ÿ‘‰ Follow us on TikTok: https://www.tiktok.com/@poliannamarketing https://www.tiktok.com/@hvacfinancialfreedompod ๐Ÿ“ข Connect with Paul Sanneman! FB: https://www.facebook.com/paul.sanneman https://www.facebook.com/contractorstaffingsource IG: https://www.instagram.com/contractorstaffingsource/ LinkedIn: https://www.linkedin.com/in/paul-sanneman/ https://www.linkedin.com/company/contractorstaffingsource/ Website: https://contractorstaffingsource.com/ #GrowYourBusiness #APlayers #HiringStrategies #Recruitment #ContractorStaffing #Contractors #Hiring #JobRecruitment #EmployeeRetention #AITools #ChatGPT #JobAds #SoftSkills #Training #Staffingagency Sponsored by: Polianna.net
35:59 2/22/24
Best Practices on Leveling Up Your Contracting Business with a Field Service Management Tool with Daniel Myers
๐Ÿ”Š New Episode Alert: "Best Practices on Leveling Up Your Contracting Business with a Field Service Management Tool" featuring Daniel Myers. ๐Ÿ› ๏ธ๐Ÿ’ก This week on the HVAC Financial Freedom Podcast, we're diving deep into how the fusion of efficiency, tech, and trade know-how can revolutionize your HVAC business. Daniel Myers shares firsthand insights on integrating technology into daily operations, leveraging flexibility, and the power of fully embracing tech solutions. Uncover the pivotal role of tech translators, seize opportunities for trade-to-tech career shifts, and learn how the younger, tech-forward workforce can propel your business forward. Don't miss out on expert advice from seasoned contractors and actionable strategies for adopting tech to gain that competitive advantage. Tune in now! 00:00: Introduction 00:26: Greeting Daniel Myers of Field Pulse 01:14: Daniel's Background and Introduction to Field Pulse 03:21: Daniel's Role at Field Pulse 05:07: Why Daniel Chose Field Pulse 06:18: Utilizing Field Pulse in Previous Business 09:42: Understanding the Users of the Platform 11:17: Importance of Continuous Learning and Impact on User Efficiency 13:22: Best Practices for Large Companies in Implementing Field Pulse 17:26: Recommendations for Contractors Focused on Efficiency and Cost Cutting 19:03: Delegating to Technology: a key breakthrough for Small Businesses 21:47: Focusing on Making More Money Instead of Cutting Costs 23:59: Disadvantages of cost-cutting measures and Considering reputation 24:39: Strategies for business growth 25:42: Exploring opportunities in HVAC business 27:17: Pricing challenges and strategies 31:36: Competitive pricing and customer values 33:24: Recognizing low-profit jobs 34:06: Value of attending industry events 37:24: Gaining insights from industry events 39:58: Innovative ideas from industry events 41:05: Networking opportunities from industry events 42:25: Opportunities for partnerships from industry events 43:32: Recommended trade shows and events 45:10: The value of teamwork in business growth 45:36: Introduction to Company Culture 46:42: Customer-Centric Approach 47:29: Responding to Feature Requests 48:28: Culture of Self Growth 49:12: Closing Remarks 49:50: Unique Aspects of the Speaker 50:19: Outro and Contact information ๐Ÿ“ข Connect with us! ๐Ÿ‘‰ Full episode can be found here:ย https://poliannaseo.net/best-practices-on-leveling-up-your-contracting-business-with-a-field-service-management-tool-with-daniel-myers/ ๐Ÿ‘‰ Join our FB Group: https://www.facebook.com/groups/hvacfinancialfreedom/ ๐Ÿ‘‰ Follow us on our FB Page: https://www.facebook.com/poliannaseo/ ๐Ÿ‘‰ Follow us on IG: https://www.instagram.com/poliannaseo/ https://www.instagram.com/hvacfinancialfreedom/ ๐Ÿ‘‰ Follow us on LinkedIn: https://www.linkedin.com/company/polianna-seo/ ๐Ÿ‘‰ Follow us on TikTok: https://www.tiktok.com/@poliannamarketing https://www.tiktok.com/@hvacfinancialfreedompod ๐Ÿ“ข Connect with Daniel Myers FB: https://www.facebook.com/fieldpulse IG: https://www.instagram.com/fieldpulse/ LinkedIn: https://www.linkedin.com/in/daniel-myers-500466170 https://www.linkedin.com/company/fieldpulse Youtube: https://www.youtube.com/channel/UCSeHRgbV1EjTORq19mucyPA Website: https://www.fieldpulse.com/ #LevelUpYourBusiness #TechTalk #HVACSuccess #FieldServiceManagement #InnovationInTrade #TechIntegration #FutureOfWork #DigitalTransformation #ContractingExcellence #BusinessGrowthStrategies #TechSavvyWorkforce #OperationalEfficiency Sponsored by: Polianna.net
50:37 2/9/24
Set the Lead by Dispatching for Profit with Dave Tester
Ready to elevate your entrepreneurial journey? Listen now! ๐ŸŽง๐ŸŒŸ ๐ŸŽ™๏ธโœจ Dive into our latest podcast episode where we unpack the powerful dynamics of "Setting the Lead by Dispatching for Profit" with our returning guest, David Tester! ๐Ÿ’ผ๐ŸŒ In this insightful session, we unravel the strategies, tactics, and success stories that can redefine the trajectory of your business and catapult you to entrepreneurial excellence. Check it outโ€ฆ. 0:05 - Welcome to the HVAC Financial Freedom Podcast! 2:50 - Welcome to the podcast, David Tester! 3:58 - How important โ€œnowโ€ is? 5:22 - What youโ€™re gonna do in the next 30/60 days is gonna set the table 90 days down the road! 6:47 - We are legends in our own mindย ย  8:39 - Things contractors keep in mind to pay attention in small hinges 10:53 - CSR should set the lead!โ€จ11:25 - Fearless communication! 15:15 - Things CSR to get in the right state to get the lead 19:22 - Attitude reflects leadership 21:34 - Donโ€™t ask anybody to do anything youโ€™re not willing to do yourself! 21:45 - Dispatching for profitย  27:20 - What are those things that you should cut out of your business if dispatching for profit?ย  30:01 - Donโ€™t dispatch for ease! 33:15 - Nothing happens in a company until a sale is made 35:35 - If you donโ€™t know exactly where you are, youโ€™re lost! 38:28 - How did it lead them from 0 to 80M? 40:43 - Youโ€™ve got to have a training system 40:51 - Youโ€™ve got to have a call-out team 45:01 - Secret shopping! 48:03 - Closing remarks 48:40 - Thank you, David Tester! ๐Ÿ“ข Connect with us! ๐Ÿ‘‰ Full episode can be found here: https://polianna.net/set-the-lead-by-dispatching-for-profit-with-dave-tester/ ๐Ÿ‘‰ Join our FB Group: https://www.facebook.com/groups/hvacfinancialfreedom/ ๐Ÿ‘‰ Follow us on our FB Page: https://www.facebook.com/poliannaseo/ ๐Ÿ‘‰ Follow us on IG:ย  https://www.instagram.com/poliannaseo/ https://www.instagram.com/hvacfinancialfreedom/ ๐Ÿ‘‰ Follow us on LinkedIn:ย  https://www.linkedin.com/company/polianna-seo/ ๐Ÿ‘‰ Follow us on TikTok: https://www.tiktok.com/@poliannamarketing https://www.tiktok.com/@hvacfinancialfreedompod ๐Ÿ“ข Connect with David Tester FB: https://www.facebook.com/dave.tester.7549 IG: https://www.instagram.com/dave.tester.7549/ LinkedIn: https://www.linkedin.com/in/dave-tester-9b5b5a4/ Website: https://www.godavetester.com/ #LeadWithDispatch #ProfitableDispatching #DispatchingExcellence #BusinessLeadership #DispatchForSuccess #EntrepreneurialStrategies #ProfitableJourney #DispatchMastery #ElevateYourLead #PodcastSuccess #BusinessInnovation #LeadAndProfit ๐Ÿš€๐Ÿ’ผr Sponsored by: Polianna.net
50:33 1/25/24
The Science of High Performance: Key Practices to Mastering the Stress of Entrepreneurship with Dr. Amir Rashidian
๐ŸŽ™๏ธโœจ Unlocking Entrepreneurial Zen! ๐ŸŒŸ Our latest podcast episode is live: "Key Practices to Mastering the Stress of Entrepreneurship." with none other than Dr. Amir Rashidian! ๐Ÿš€๐Ÿ’ผ Tune in for expert advice, actionable strategies, and personal stories that will empower you on your entrepreneurial journey. Ready to conquer stress and thrive? Listen now! ๐ŸŽงโœจย  Listenโ€ฆโ€ฆ. 0:05 - Welcome to the HVAC Financial Freedom Podcast! 2:57 - Welcome to the podcast, Dr. Amir Rashidian. 3:34 - How Dr. Amir started? 5:35 - How did Dr. Amir discover chiropractor? 10:43 - How are you going to handle stress and the ability to grow your company at the same time?โ€จ14:33 - How does one build the capacity to handle stress?โ€จ18:03 - Stress is a force that causes change in your life. 22:40 - Stress comes at you in 3 dimensions 23:18 - Every thought, decision, and action moves us towards either illness or wellness. 23:50 - What is wellness? 24:39 - Exercise and Rest 25:39 - Deficiency and Nutrition 28:50 - Positivity and Negativity 31:34 - If you care about your customers more than they care about themselves, youโ€™ll always gonna close the deal. 32:24 - Survival is adaptation! 33:35 - Cracking the stress secret! 34:06 - How you eat is more important than what you eat? 37:15 - How can meditating and praying transition you to a different frame of mind? 38:40 - In business, you have to calm down 38:51 - 2 systems that slow down when in the state of fight-or-flight. 40:27 - How does one navigate in a fight-or-flight state?ย  44:22: How to purchase Dr. Amir Rashidian's โ€œCracking the Stress Secretโ€ book? 45:51 - Everybody needs to see chiropractor! 47:13 -ย  How does Dr. Amir Rashidian assess your stress? 48:55 - Visit their website: https://www.midatlanticclinic.com/ 49:25 - Thanks, Dr. Amir Rashidian! ๐Ÿ“ข Connect with us! ๐Ÿ‘‰ Full episode can be found here: https://polianna.net/the-science-of-high-performance-key-practices-to-mastering-the-stress-of-entrepreneurship-with-dr-amir-rashidian/ ๐Ÿ‘‰ Join our FB Group: https://www.facebook.com/groups/hvacfinancialfreedom/ ๐Ÿ‘‰ Follow us on IG:ย  https://www.instagram.com/poliannaseo/ https://www.instagram.com/hvacfinancialfreedom/ ๐Ÿ‘‰ Follow us on LinkedIn:ย  https://www.linkedin.com/company/polianna-seo/ ๐Ÿ“ข Connect with Dr. Amir Rashidian FB https://www.facebook.com/midatlanticclinic IG https://www.instagram.com/midatlanticcc/ LinkedIn https://www.linkedin.com/in/amir-rashidian-a0b3a67/ Youtube https://www.youtube.com/c/RealChiropractic Website https://www.midatlanticclinic.com/ https://drrashidian.com/ #EntrepreneurialZen #StressMastery #BusinessResilience #MindfulEntrepreneurship #StressFreeFounder #ThrivingInBusiness #SuccessMindset #EntrepreneurialBalance #PodcastRelease #StressManagementTips #EntrepreneurialWellness #ResilientLeadership ๐ŸŒŸ๐Ÿš€ Sponsored by: Polianna.net
50:27 1/19/24
Creating Real Freedom: How to Build a Business That Works for You with Jerry Kezhaya & Dr. Laura Shwaluk
๐ŸŽ™๏ธ Exciting News! ๐ŸŽ‰ We're thrilled to announce the new podcast episode this 2024!๐Ÿš€โœจ ๐ŸŽ™๏ธโœจ New Year, New Episode! ๐ŸŒŸ We're excited to kick off 2024 with a bang as we drop the latest episode of the HVAC Financial Freedom Podcast! ๐Ÿš€ Join us for fresh insights, engaging conversations, and a whole lot of inspiration to fuel your journey in the new year. ๐ŸŽ‰๐Ÿ”Šย  Let's build a business that works for YOU, together with our very special guests Jerry Kezhaya & Dr. Laura Shwaluk. Join us as we unravel how they manage their 5 businesses and create real freedom! Tune in now and let's make 2024 the year of growth and empowerment! ๐ŸŒˆ๐ŸŽง #NewEpisodeAlert #Podcast2024 #FreshStart #InspirationJourney #ListenNow ๐Ÿš€๐ŸŽ™๏ธ Listenโ€ฆโ€ฆ. 0:05 - Welcome to the HVAC Financial Freedom Podcast! 2:00 - Welcome to the podcast, Jerry Kezhaya & Dr. Laura Shwaluk! 3:01 - How did Dr. Laura Shwaluk start her business career? 5:45 - How did Jerry Kezhaya start his business career? 8:40 - How do Jerry Kezhaya and Dr. Laura Shwaluk intersect their dreams? 13:36 - The 5 principles that they both have and continue to apply in the business setting. 15:04 - People of the company are the key to creating an empire. 15:21 - You must hire good people! 16:59 - Letโ€™s talk about our successes! 20:35 - Your coach should have enough business experience to coach you! 21:03 - A book may have some foundational principles, but it doesnโ€™t have any experience 22:50 - If people donโ€™t have the experience and theyโ€™ve never done it, how can they coach you? 25:30 - How to handle if people outgrow? 26:51 - Hire slowly and fire quickly! 28:54 - When you have an employee, you have an implied contract 31:21 - 2 ways to run a company 33:30 - System-dependent company vs person-dependent company 36:47 - Your SOP is your living document. 39:28 - Lack of consistency is what business ownerโ€™s main problem 42:52 - 2 reason why do you hire people 44:50 - You must differentiate yourself! 48:21 - Types of businesses 55:03 - Giveback! 56:40 - 3-year program with Jerry and Dr. Laura 1:01:05 - Unconscious competence 1:01:21 - Conscious competence 1:02:34 - The systems will translate no matter what business youโ€™re in 1:03:31 - Your employees will give you freedom 1:04:07 - Iโ€™m willing to do today what other people wonโ€™t, so I can do tomorrow what other people canโ€™t! 1:05:26 - How to contact Jerry Kezhaya & Dr. Laura Shwaluk? ๐Ÿ“ข Connect with us! ๐Ÿ‘‰ Full episode can be found here: https://polianna.net/creating-real-freedom-how-to-build-a-business-that-works-for-you/ ๐Ÿ‘‰ Join our FB Group: https://www.facebook.com/groups/hvacfinancialfreedom/ ๐Ÿ‘‰ Follow us on IG:ย  https://www.instagram.com/poliannaseo/ https://www.instagram.com/hvacfinancialfreedom/ ๐Ÿ‘‰ Follow us on LinkedIn:ย  https://www.linkedin.com/company/polianna-seo/ ๐Ÿ“ข Connect with Jerry Kezhaya & Dr. Laura Shwaluk FB - https://www.facebook.com/jerry.kezhaya - https://www.facebook.com/shwaluk IG - https://www.instagram.com/jerrykezhaya/ - https://www.instagram.com/lauraspodcast/ LinkedIn - https://www.linkedin.com/in/jerrykezhaya/ - https://www.linkedin.com/in/dr-laura-shwaluk-23446373/ Website - https://www.bbmmusa.com/ Phone: 972-578-1700 #FreedomInBusiness #BusinessBuildingTips #EntrepreneurialJourney #WorkLifeHarmony #StrategicSuccess #BusinessAlignment #DreamToReality #EntrepreneurialFreedom #SmartStrategies #BuildYourLegacy #BusinessEmpowerment #LifestyleEntrepreneurship #SuccessMindset #PassionToProfits #CreateYourPath #BusinessFreedom ๐Ÿš€โœจ Sponsored by: Polianna.net
60:32 1/11/24
Using the 4Ms of a Financial Plan to 10X Your HVAC Company with Brett Neal
๐ŸŽ™๏ธโœจ New Podcast Alert! ๐Ÿš€๐Ÿ’ผ We're diving deep into the financial strategies that can skyrocket your HVAC business. Join us as we unpack the power of the 4Ms in your financial plan with our special guest, Brett Neal himself! In our latest episode, we're delving into the financial strategies that will propel your HVAC company to extraordinary heights. Letโ€™s explore the roadmap to 10X success through strategic financial planning. Ready to 10X your HVAC company? Tune in now onย  00:45 - Our guest for this episode 01:01 - Welcome to the show, Brett Neal! 01:41 - Letโ€™s get to know Brett Nealย  03:48 - Initial challenges in understanding finances 04:51 - Accounting is tedious 06:10 - For owners, whatโ€™s the baseline for you to know all about accounting? 07:45 - What qualities do you need to look for to help you understand the numbers of your business? 09:52 - Donโ€™t abdicate 10:42 - The Roadless Stupid book 1349 - Cradle to grave financial services 15:17 - EAT - Earning After Tax 15:57 - Forecast and projection 18:07 - Budget is blown up in HVAC 18:25 - Using both forecast and projection in planning 19:15 - Visionary and Integrator 20:38 - The 4Ms of Financial Planning 21:43 - Maintenance 23:20 - Metrics 25:01 - Management 25:34 - Money 26:19 - How to collaborate 4Ms collaborate? 28:02 - How long would it take to roll up in terms of 4Ms? 30:55 - How can a company grow in terms of finances? 36:58 - How to reserve the culture? 38:36 - Profit first from the perspective of the accountant 42:50 - What is Financial Freedom? 46:53 - How to contact Brett Neal? ๐Ÿ“ข Connect with us! ๐Ÿ‘‰ Full episode can be found here: https://polianna.net/using-the-4ms-of-a-financial-plan-to-10x-your-hvac-company-with-brett-neal/ ๐Ÿ‘‰ Join our FB Group: https://www.facebook.com/groups/hvacfinancialfreedom/ ๐Ÿ‘‰ Follow us on IG:ย  https://www.instagram.com/poliannaseo/ https://www.instagram.com/hvacfinancialfreedom/ ๐Ÿ“ข Connect with Brett Neal FB https://www.facebook.com/BrettLNeal https://www.facebook.com/highvelocityaccounting IG https://www.instagram.com/highvelocityaccounting/ Linkedin https://www.linkedin.com/in/brettneal/ Youtube https://www.youtube.com/@hvaccpa2830 Website https://www.highvelocityaccounting.com/ Email brett@highvelocityaccounting.com #HVACFinance #FinancialPlanning #HVACSuccess #BusinessGrowth #FinancialStrategies #BudgetingTips #ProfitMaximization #HVACInvestments #FinancialVision #KPIsforHVAC #StrategicBudget Sponsored by: Polianna.net
49:24 12/15/23
Leveraging AI & Ninja Sales Tactics: How Fortunes Are Made with Gene Slade
๐ŸŽ™Fresh Podcast Alert! ๐ŸŽ™๐Ÿš€๐Ÿ“ข Dive into the HVAC Financial Freedom Podcast for an insightful conversation with the Lead Ninja himself, Gene Slade. We're serving up fresh perspectives, expert insights, and a whole lot of inspiration. In our new episode, we unravel the power of AI and its game-changing impact on businesses. Discover how AI is transforming strategies, enhancing customer experiences, and propelling growth. Ready to unlock the potential of your business? Tune in now! ๐ŸŒ๐Ÿค–ย  Happy listening! ๐ŸŽงโœจย  0:30 - Welcome to the show โ€œLead Ninja, Mr. Gene Slade: 0:59 - The experience in Profit Rocket Event 4:14 - Reconciliation with Victor 4:55 - Itโ€™s not hard to say โ€œIโ€™m sorryโ€. 6:05 - How to prepare for a shoulder session? 7:56 - Outbounding 9:51 - Give your leads a call 10:40 - Have a good Sales Process 10:58 - Tune-up is the best type of appointment 12:01 - In 2005, Gene sold 1 million in duck works in 6 months 13:25 - How would you coach a client to upsell? 15:12 - Servicing your customer at the highest level 17:47 - Reframing, is something that could happen in the future and magnets it. 18:12 - Think about what could go right 18:37 - People donโ€™t care about what you know until they know that you care about them 19:25 - People in the industry to work less and make more money 21:39 - This business is tough 22:37 -ย  A million sales in one month 23:45 - What are you listening to when you are driving? 24:10 - Get back to the right mindset 24:38 - Top 3 audiobook recommendations 27:40 - A good salesperson is a good storyteller 30:18 - Caring your customer 32:18 - Context of shoulder season and how to solve it 33:15 - Lead Ninja AI - a conversational AI 36:37 - Follow-up is where salespeople suck at 37:52 - Give a man a fish, heโ€™ll eat for a day. Teach a man to fish, and heโ€™ll eat for a lifetime 42:01 - Comment REPLAY to start a conversation with us 42:14 - Geneโ€™s phone number: 239 848 6533. Please reach out now! 43:47 - How to coach a client to have the right mindset at this time of the year? 47:05 - Get involved with a group that will help you to increase your attitude and your economics 48:23 - Create your own economy 49:55 - Pay attention to your gut feeling 51:00 - No man is an island. Ask for help, not because youโ€™re weak but because you want to remain strong 55:25 - 3 takeaways from this podcast 1:02:09 - Join Geneโ€™s sales training now! ๐Ÿ“ข Connect with us! ๐Ÿ‘‰ Full episode can be found here: https://polianna.net/leveraging-ai-and-ninja-sales-tactics-how-fortunes-are-made-with-gene-slade/ ๐Ÿ‘‰ Join our FB Group: https://www.facebook.com/groups/hvacfinancialfreedom/ ๐Ÿ‘‰ Follow us on IG:ย  https://www.instagram.com/poliannaseo/ https://www.instagram.com/hvacfinancialfreedom/ ๐Ÿ“ข Connect with Gene Slade FB: https://www.facebook.com/genesslade/ https://www.facebook.com/LeadNinja IG: https://www.instagram.com/geneslade/ LinkedIn: https://www.linkedin.com/in/gene-slade-2b21b870/ YT: https://www.youtube.com/channel/UC0EyXuM9m6aU6XTFmmWVW1w Website: https://leadninjasystem.com/ #AIInnovation #BusinessTransformation #FortunesMade #AIStrategies #TechRevolution #IntelligentBusiness #DigitalTransformation #InnovationHub #FutureOfBusiness #SmartDecisions #DataDrivenSuccess #TechInnovation #AIAdvantage #BusinessGrowth #DigitalEvolution #AIApplications #StrategicAI #NextGenBusiness #TechLeadership #AIandSuccess Sponsored by: Polianna.net
60:25 12/8/23
A Surprisingly Simple Method of Scaling from $1M to $5M in One Year with Michael Cady
๐ŸŽ™ New Podcast Alert! ๐Ÿš€๐Ÿ“ข We're thrilled to announce the latest episode here in the HVAC Financial Freedom podcast. In this engaging discussion, we dive into how surprisingly a simple method of scaling from $1M to $5M in 1 year works for Michael Cady. Donโ€™t miss it out! ๐Ÿ‘‚ Tune in now and be part of the conversation. Let's explore, learn, and grow together! ๐ŸŽง๐ŸŒŸ #NewPodcastEpisode #PodcastRelease #TuneInNow 0:21 - Introduction 1:22 - Welcome on board, Michael Cady 1:48 - Background and how Michael Cady started 3:03 - Transition from home sales to helping HVAC companies 4:59 - How will you grow your business? 5:56 - How to use your skillset in transitioning to becoming a business owners 8:12 - Show people what you have before they will pay you 8:40 - Running your company whatever you want 9:55 - What makes a company breakthrough? 12:46 - Marketing, selling, and scaling is not precise 13:15 - Investment is like going to the gym 15:22 - Scaling is doing what the average people can do 18:01 - Whatโ€™s the best approach in thinking about what processes to use? 23:24 - You should start with your branding and positioning 26:31 - Worst thing to do as a salesperson 27:45 - Passing 6 Million marks can make it more challenging 30:34 - How a business owner should approach the shoulder season? 33:58 - Maintenance contract 35:40 - Strategies for slow season 36:46 - Mindset of a business owners 37:59 - Whatโ€™s the first thing that jumps into your mind if you hear the word โ€˜salesmanโ€™? 41:33 - Important to the community of people you are being surrounded 45:22 - Sales is a path for so many people 46:35 - Learn to focus on the job you do not on the outcome 51:43 - After each opportunity, you look back to check what you need to improve 53:32 - Whatโ€™s your next step to move your business into reality? 55: 21 - Change your mindset from being an HVAC company to being a sales and marketing organization 57:07 - Final words before wrapping up 59:43 - Thank you, Michael. ๐Ÿ“ข Connect with us! ๐Ÿ‘‰ Full episode can be found here: https://polianna.net/a-surprisingly-simple-method-of-scaling-from-one-million-to-five-million-dollars-in-one-year-with-michael-cady/ ๐Ÿ‘‰ Join our FB Group: https://www.facebook.com/groups/hvacfinancialfreedom/ ๐Ÿ‘‰ Follow us on IG:ย  https://www.instagram.com/poliannaseo/ https://www.instagram.com/hvacfinancialfreedom/ ๐Ÿ“ข Connect with Michael Cady! FB: https://www.facebook.com/profile.php?id=100095051433165 IG: https://www.instagram.com/cadycoaching/ LinkedIn: https://www.linkedin.com/in/michaelcady/ YT: https://www.youtube.com/@MichaelCady Website: www.cadycoaching.com ย  #BusinessScaling #ScaleUp #GrowthStrategy #Entrepreneurship #BusinessExpansion #BusinessGrowth #ScalingSuccess #SmallBusinessGrowth #ScalingUp #GrowYourBusiness #BusinessDevelopment #BusinessExpansion #EntrepreneurialJourney #BusinessMomentum #StrategicGrowth #ScaleYourStartup #ScalingTips #BusinessScalingStrategies #AchieveGrowth #EntrepreneurialSuccess Sponsored by: Polianna.net
60:40 11/9/23
Your Next Steps to Scaling Your Home Service Company with Denise Swafford
๐Ÿ“ขHEY!๐Ÿ“ข NEW PODCAST EPISODE IS UP! ๐ŸŽ™๏ธWelcome to the HVAC Financial Freedom Podcast, where we explore exciting and insightful conversations with remarkable individuals who inspire and motivate us. Today, we have the pleasure of welcoming the incredible Denise Swafford, Vice President of Coaching at P1 Service Group talking about how you can scale your home service business.ย  Tune in now into today's episode and learn... 0:20 - Introduction 0:36 - Our guest is Denise Swafford 1:45 - Welcome Denise Swafford 2:10 - Background of Denise 4:50 - How did they start Six Sigma? 5:18 - Deniseโ€™s first project 5:45 - Denise as a Training Director 7:16 - Challenges in revenue of HVAC company 9:30 - Finding the right people 10:15 - Finding leaders to scale your business 10:50 - How are you going to modify and evaluate your process to scale your business 11:23 - When are you going to decide to sell the business? 13:30 - Coach and mentor as a business owner 14:45 - Everybody needs a coach 15:20 - How yo select the right mentor or coach? 16:42 - Changing or retaining mentors 18:39 - How does it feel when your business is scaling? 19:30 - Metrics in business is important 21:52 - Number will tell a story about your business 21:21 - Sample KPI for a business 21:40 - Proactive KPI and reactive KPI 23:20 - Ratios in the business 24:13 - Benchmark and targets 25:19 - Impact of Six Sigma in the business 26:27 - First project using Six Sigma 27:20 - Causing no money trips 30:04 - Talk to the customers 30:56 - Using Six Sigma every day in the business 32:03 - Day-to-day work as business coach 34:41 - P1โ€™s goal and how they work 35:05 - How to bring, keep, and grow your people in your organization? 38:23 - Taking advantage of the technology for training your people 40:18 - Optimization tool 42:45 - Best to contact Denise Swafford 43:55 - Take away ๐Ÿ“ข Connect with us! ๐Ÿ‘‰ Full episode can be found here: https://polianna.net/your-next-steps-to-scaling-your-home-service-company-with-denise-swafford/ ๐Ÿ‘‰ Join our FB Group: https://www.facebook.com/groups/hvacfinancialfreedom/ ๐Ÿ“ข Connect with Denise Swafford! FB - https://www.facebook.com/denise.swafford.54 - https://www.facebook.com/P1ServiceGroup IG - https://www.instagram.com/my_coosa_castle/ LinkedIn - https://www.linkedin.com/in/denise-swafford-119744126/ - linkedin.com/company/p1-service-group/ Website - https://p1servicegroup.com/ Email address: dswafford@p1servicegroup.com Phone: 941-586-2042 ย  ย  ย #BusinessScaling #ScaleUp #GrowthStrategy #Entrepreneurship #BusinessExpansion #BusinessGrowth #ScalingSuccess #SmallBusinessGrowth #ScalingUp #GrowYourBusiness #BusinessDevelopment #BusinessExpansion #EntrepreneurialJourney #BusinessMomentum #StrategicGrowth #ScaleYourStartup #ScalingTips #BusinessScalingStrategies #AchieveGrowth #EntrepreneurialSuccess Sponsored by: Polianna.net
45:51 11/2/23
From Zero to $1.5M in Year 1: HVAC's Next Gen with Zach Jones & Dalton Hadley
๐Ÿ“ขALERT!๐Ÿ“ข New Podcast in the House! Join me in unleashing Zach Jones & Dalton Hadleyโ€™s journey of making almost $2M in just 1 year. In this video, we'll explore the strategies and steps they took to grow their business successfully.ย  Join us now and learnโ€ฆ 0:43 - Introduction 1:34 - How Zach Jones & Dalton Hadley started 2:28 - Services they offer 3:46 - Reason behind the $50,000,000 target 5:06 - 10x is easier than 2x 5:44 - Surging growth they experience 8:08 - Experiencing Google suspension 9:58 - Advise to those business owners to fast-track their business 11:33 - Difference between 6-figure and 7-figure contractor 13:49 - Maximizing opportunity 15:08 - First few hires they made early in the business 20:53 - How to attract more team members? 22:52 - How to create great video content? 25:50 - Things and work productivity that need to incentivize 31:51 - How to build a successful partnership? 38:35 - Advise to those who want to build a partnership 41:40 - Red flag in partnership 44:42 - Mentors that help Zack and Dalton in building the business 51:28 - Simple action YOU should do 53:28 - Closing ๐Ÿ“ข Connect with us! ๐Ÿ‘‰ Full episode can be found here: https://polianna.net/from-zero-to-one-point-five-million-in-year-1-hvacs-next-gen-with-zach-jones-and-dalton-hadley/ ๐Ÿ‘‰ Join our FB Group: https://www.facebook.com/groups/hvacfinancialfreedom/ ๐Ÿ“ข Connect with their social media platforms: FB: https://www.facebook.com/airsupportheatingandcooling IG: https://www.instagram.com/airsupportky/ https://www.instagram.com/joneseli14/ https://www.instagram.com/dalton_hadley/ LinkedIn: https://www.linkedin.com/in/zach-jones-221a2788/ https://www.linkedin.com/in/dalton-hadley/ https://www.linkedin.com/company/airsupportky/ Youtube: https://www.youtube.com/@airsupportky TikTok: https://www.tiktok.com/@airsupportky Website: https://airsupportaz.com/ ย  #BusinessGrowth #Entrepreneurship #SmallBusiness #Startup #BusinessDevelopment #SuccessStrategies #ScalingUp #GrowYourBusiness #BusinessExpansion #EntrepreneurialMindset #GrowthHacking #BusinessSuccess Sponsored by: Polianna.net
54:43 10/26/23
How Green Energy Used the Best Buy Model to 10X Revenue in Their Service Department with Jonathan Neves
๐Ÿ“ขALERT!๐Ÿ“ข NEW PODCAST EPISODE OUT NOW! With none other than the President and CEO of Green Energy Mechanical Inc, Jonathan Neves sharing with us all how the Best Buy Model works and how it increases and grows his business! ๐ŸŽŠ ๐ŸŽ‰ย  Tune in now into today's episode and learn... 0:16 - Introduction 1:00 - All about Jonathan Neves 1:45 - How we meet 3:07 - Topic of the day! 5:27 - The start of the change initiated by Jonathan 6:08 - How Jonathan started his plumbing business 7:33 - In person or virtual? 8:34 - How to handle clients saying NO 9:57 - Use technology to your advantage 10:44 - The idea of giving the customers to say NO 11:05 - Never Split the Difference by Chris Voss 11:53 - How to implement Zoom Call 10:34 - How Sales Person should implement Zoom Call to their customers 14:41 - What is Best Buy Model? 18:48 - How did Jonathan grow their business? 20:08 - Buying decision of the customer 20:54: Changing the business model 28:07 - Itโ€™s all about your belief system 28:50 - Spend a lot more money trying to save money 29:29 - Whatโ€™s your Unique Value Proposition? 31:51 - The industry is changing 34:29 - The closing rate is higher this year 36:17 - How did Jonathan begin to hire people from the Philippines? 43:36 - How did Jonathan build his team? 48:57 - Closing the episode ๐Ÿ“ข Connect with us! ๐Ÿ‘‰ Full episode can be found here:ย https://polianna.net/how-green-energy-used-the-best-buy-model-to-10X-revenue-in-their-service-department-with-jonathan-neves/ ๐Ÿ‘‰ Join our FB Group:ย https://www.facebook.com/groups/hvacfinancialfreedom ๐Ÿ“ข Connect with Green Energy Mechanical Inc! ๐Ÿ’ป greenenergymech.com ๐Ÿ“ž781 236 3421
51:23 10/19/23
Mastering Profitability in HVAC with the Profit and Wealth Guru, Ruth King
๐Ÿ“ขALERT!๐Ÿ“ข New Podcast in the House! Letโ€™s all welcome to the HVAC Financial Freedom podcast, the Profit and Wealth Guru, none other than, Ruth King! ๐ŸŽŠ ๐ŸŽ‰ย  Another insightful conversation we will listen to as Ruth King shares her advice for business owners who want to increase profits. Tune in now into today's episode and learn... 0:47 Introducing Ruth King 1:40 How did Ruth start in HVAC and Plumbing? 2:33 How did Ruth get the title of Profit and Wealth guru? 4:55 Starting Business Ventures 6:17 Whatโ€™s the role and meaning of the business in your life? 7:46 How to coach a business owner to have some clarity and track on the business? 10:02 Stop Micromanaging! 13:03 How to find a perfect team? 16:03 Customers always write your paychecks 20:00 How should a parent run a family business? 21:18 How to become a financially fit business? 23:01 5 Ways why the numbers are wrong 25:48 Cash vs Accruals 27:19 Why emergency saving is important? 28:36 Rule of thumb when an emergency situation happens 30:19 What will you do with the excess? 31:26 Business training that Ruth offers 33:01 Profit or Wealth 2-day class: Things to check to know if your people donโ€™t steal 38:24 How to get the fastest track on getting more profit? 43:25 Horror story! 45:46 Learn to know your numbers 46:50 How to contact Ruth King 47:50 Courses of Ruth King ๐Ÿ“ข Connect with us! ๐Ÿ‘‰ Full episode can be found here: https://polianna.net/mastering-profitability-in-hvac-with-the-profit-and-wealth-guru-ruth-king/ ๐Ÿ‘‰ Join our FB Group: https://www.facebook.com/groups/hvacfinancialfreedom/ ๐Ÿ“ข Connect with Ruth! ๐ŸŽ To get Ruth Kingโ€™s courses, it is all available on Amazon. ๐ŸŒ Contact Ruth King via email: rking@ontheribbon.com ๐Ÿ“ž770 729 8000 ๐Ÿ’ป http://hvacchannel.tv/ #ProfitabilityMastery #BusinessProfit #FinancialSuccess #ProfitableBusiness #ProfitGrowth #BusinessPerformance #ProfitabilityTips #BusinessStrategy #FinancialManagement #ProfitableVentures Sponsored by: Polianna.net
49:29 10/12/23
Winning in a Down Economy From a Former Wall Street Trader, Debra Angilletta
๐Ÿ“ขALERT!๐Ÿ“ข New Podcast in the House! Letโ€™s all welcome once again to the HVAC Financial Freedom podcast, CEO & Founder of Angilletta & Associates, a former Wall Street Trader, and is certified in the advanced level implementation of the Amazon Best Seller - "Profit First" from NY Times best-selling author Mike Michalowicz, Debra Angilletta! Another prolific conversation we will be listening to as Debra shares her insights on how business owners can win in a down economy. Tune in now into today's episode and learn... 0:47 Introducing Debra 2:22 Debraโ€™s background story 3:13 Working directly with Mike Michalowicz 4:24 Winning in a down economy 8:39 How to overcome fear 12:15 Other opportunities that people would consider in a down economy 16:23 What is Profit First? 18:14 Envelope system 20:36 Leverage that business owners are pulling in a down economy 22:01 Profit Account 24:03 Bigger isnโ€™t always better 26:54 What does your buyer really want 28:42 Pricing 31:51 How do we make our customerโ€™s life easier 34:54 Find somebody whoโ€™s good at customer experience 35:27 Leave a Google review 37:42 3 Things your technician needs to do 40:01 Recap 41:25 5 Secrets of Success Hiding in Your Financials ๐Ÿ“ข Connect with us! ๐Ÿ‘‰ Full episode can be found here: https://polianna.net/how-to-increase-profits-in-your-hvac-business-using-profit-first/ ๐Ÿ‘‰ Join our FB Group: https://www.facebook.com/groups/hvacfinancialfreedom/ ๐Ÿ“ข Connect with Debra! ๐ŸŽ To get your FREE E-Book copy of the "5 Numbers To Transform Your Business", make sure to head here: https://nextlevelceo.biz/ ๐ŸŒ If you want to learn more or get started with the Profit First method, email her at debra@debraangilletta.com #businessowner #entrepreneurlife #home #homerepair #heatwaves #ac #homeservices #homeservicesbusiness #hvac #financialfreedom #hvacpodcast #profitfirst #profitfirst #profitfirstmethod #profitfirstformula #profitfirstsystem #mikemichalowicz
44:03 9/6/23
Building a 200 Person Team with a World-Class Culture with Ken Rusk
๐Ÿ“ข NEW PODCAST EPISODE ALERT! BUILDING A 200-PERSON TEAM WITH A WORLD-CLASS CULTURE WITH KEN RUSK Ken Rusk, the author of The Wall Street Journal Bestseller Book "Blue-Collar Cash", spent his younger years digging ditches and working in construction. He never went to college. Instead, he made goals, planned, and worked hard for thirty years. Now, Ken is a very successful entrepreneur with multiple businesses and revenue streams He specializes in mentoring and has coached hundreds of young people in areas such as short-, mid-, and long-term goal setting, life visualization, career paths, and sound financial planning. He is passionate about helping people achieve their dreams regardless of their educational background or past. So, you'll want to tune into today's episode and learn... 0:20 Introducing Ken Rusk 2:22 How Ken Rusk Built an Empire Without a College Degreeย  6:41 The Reason Ken Rusk Left a Successful Franchise to Build His Own Company 8:07 A Perspective on Building and Retaining a Winning Team 12:13 Power Up Your Blue Collar Team: The Winning Culture for Retention Successย  16:35 Two Proven Ways to Grow Your Business: Involve and Reward Your Employees 36:45 How to Break Free from the Entrepreneurial Trap and Start Enjoying Life Nowย  43:25 Find Comfort, Peace, and Freedom with Ken Rusk's Book: "Blue Collar Cash" 52:28 Last Takeaways 55:11 Wrapping Up + Connect with Ken Discover your journey to comfort, peace, and freedom. Take your first step today! ๐Ÿ“ข Connect with us! ๐Ÿ‘‰ Full episode can be found here: https://polianna.net/building-a-200-person-team-with-a-world-class-culture-with-ken-rusk/ ๐Ÿ‘‰ Join our FB Group: https://www.facebook.com/groups/hvacfinancialfreedom/ ๐Ÿ“ข Connect with Ken! ๐ŸŒ Visit his website at: www.kenrusk.com ๐Ÿ“– Buy his book, "Blue-Collar Cash", special $99 offer for FOX News viewers at: www.kenrusk.com/fox/ #businessowner #entrepreneurlife #home #homerepair #heatwaves #ac #homeservices #homeservicesbusiness #hvac #financialfreedom #hvacpodcast #mentoring #bluecollar #comfort #peace #freedom #successfullife Sponsored by: Polianna.net
57:20 4/4/23
Preparing for the Inevitable: Exiting Your HVAC Business with Jeremy Pugliese
๐Ÿ“ข NEW PODCAST EPISODE ALERT! PREPARING FOR THE INEVITABLE: EXITING YOUR HVAC BUSINESS Are you a business owner in the HVAC industry struggling with long-term planning and preparing for your inevitable exit? We understand that it can be a daunting task to think about the future, but it's crucial to ensure financial stability and freedom. That's why we're excited to share our latest episode of the HVAC Financial Freedom Podcast, featuring certified exit planner Jeremy Pugliese. D. Jeremy Pugliese, CExP, RICP, WMCP is a Wealth Management Advisor with Planning Alliance. Jeremy assists business owners in designing and implementing optimal financial plans. His areas of expertise are business continuity planning, partnership negotiations, business exit planning, and employee retention plans. He and his team are dedicated to ensuring clients experience the highest level of service based on a foundation of integrity, security, and follow-through. By listening to this episode, you'll gain actionable insights on how to prepare for the inevitable and exit your HVAC business with confidence. You'll also learn... 00:20 Introducing Jeremy (Planning Alliance) 1:35 Jeremy's Origin Story 4:00 The Moment that Sparked Jeremy's Career Move from Trades to Finance 9:35 Why is Long-Term Thinking a Struggle for Many in Business? 13:12 Grow Your Business and Gain Freedom with Peer Groups and Strong Management 20:35 How to Check if Your Business Can Run Without You: Tests You Can Take To Measure Business Success 29:25 How to Determine the Value of Your Business for a Successful Exit Plan 37:07 Life After Exiting Business: What Successful Business Owners Want to Do With Their Time 40:57 How to Cope with Identity Crisis After Exiting Your Business 45:13 Book a Consultation with Jeremy Today 47:34 Wrapping Up So, if you're ready to take the first step towards securing your financial future, don't miss out on this game-changing episode! ** ๐Ÿ“ข Connect with us! ๐Ÿ‘‰ Full episode can be found here: https://polianna.net/preparing-for-the-inevitable-exiting-your-hvac-business/ ๐Ÿ‘‰ Join our FB Group: https://www.facebook.com/groups/hvacfinancialfreedom/ ๐Ÿ“ข Connect with Jeremy! ๐Ÿ“… Start planning for your exit strategy today! Book a 15-minute phone call with Jeremy here: https://outlook.office365.com/owa/calendar/DJeremyPuglieseCExP@guardianlife.com/bookings/ ๐ŸŒ For more detailed information, visit their website at: www.planningalliance.com #businessowner #entrepreneurlife #home #homerepair #heatwaves #ac #homeservices #homeservicesbusiness #hvac #financialfreedom #hvacpodcast #businessexitplanning #businessexitstrategy #exitplanning #retirementplanning #wealthmanagement #financialplanning ** This podcast is for informational purposes only and is not affiliated with or endorsed by PAS, Guardian, or Planning Alliance and opinions stated are their own.ย  D. Jeremy Pugliese is a Registered Representative and Financial Advisor of Park Avenue Securities, LLC (PAS). Securities products and advisory services offered through PAS, member FINRA, SIPC. Financial Representative of The Guardian Life Insurance Company of Americaยฎ (Guardian), New York, NY. PAS is a wholly owned subsidiary of Guardian. Planning Alliance is not an affiliate or subsidiary of PAS or Guardian. California License #0L01672 This material is intended for general use. By providing this content The Guardian Life Insurance Company of America, Park Avenue Securities LLC, affiliates and/or subsidiaries, and your financial representative are not undertaking to provide advice or make a recommendation for a specific individual or situation, or to otherwise act in a fiduciary capacity. Guardian, its subsidiaries, agents and employees do not provide tax, legal, or accounting advice. Consult your tax, legal, or accounting professional regarding your individual situation.ย  2023-150203 Exp. 02/25 Sponsored by: Polianna.net
48:56 3/30/23
New Direct Mail Strategies to Scale Your HVAC Companyโ€™s Sales with Dave Carroll
๐Ÿ“ข NEW PODCAST EPISODE ALERT! NEW DIRECT MAIL STRATEGIES TO SCALE YOUR HVAC COMPANY'S SALES Are you tired of ineffective marketing tactics that fail to generate leads for your HVAC business? Do you feel like you're missing out on the potential of direct mail? Traditional direct mail methods are outdated and don't bring in the results your business needs to thrive. Without a targeted and effective strategy, your direct mail campaigns are just a waste of time and money. In this podcast, we're chatting with Dave Carroll, CEO of DOPE Marketing, on winning direct mail strategies specifically designed for HVAC companies. David Carroll is a serial entrepreneur and the rule-breaking visionary behind DOPE. David is 36 years old and started his first business at 24, Lions Share Maintenance. Lions Share pretty much grows itself now. David has phased himself out of Lions Share over the last few years to focus on his dope new passion for direct mail, data, and the automation of traditional marketing. Discover the best practices on how to create a direct mail campaign that will attract more leads and convert them into paying customers. and you'll also learn... 0:20 Introducing Dave (Dope Marketing) 4:26 Direct Mail: Targeted or Not? Using Data to Succeed vs. Sending to Everyone 13:45 Direct Mail Done Right: Learn The Best Strategies and Campaigns 25:19 Unlock the Power of Direct Mail Marketing with Targeted Zip Codes 29:39 Getting Started with Direct Mail Marketing: How to Determine the Ideal Starting Budget and Strategy 34:07 Connect with Dave 34:58 Last Parting Words Get more jobs, more referrals, and more reviews with automated direct mail from DOPE Marketing! ** ๐Ÿ“ข Connect with us! ๐Ÿ‘‰ Full episode can be found here: https://polianna.net/new-direct-mail-strategies-to-scale-your-hvac-companys-sales-with-dave-carroll/ ๐Ÿ‘‰ Join our FB Group: https://www.facebook.com/groups/hvacfinancialfreedom/ ๐Ÿ“ข Connect with Dave! ๐ŸŒ Check out DOPE's Facebook account at: https://www.facebook.com/DopeMktg ๐ŸŒ Visit their website to learn more about how you can leverage the power of direct mail automation: www.DOPEMarketing.com #businessowner #entrepreneurlife #home #homerepair #heatwaves #ac #homeservices #homeservicesbusiness #hvac #financialfreedom #hvacpodcast #directmail #automateddirectmail #directmailautomation #directmailstrategies #automatedpostcards #automatedhandwrittenmail Sponsored by: Polianna.net
36:05 3/16/23
Optimizing Your Marketing for Revenue Not Clicks with Kevin LeSage
โ€œOPTIMIZING YOUR MARKETING FOR REVENUE NOT CLICKSโ€ Gain critical insight into your marketing efforts by measuring the right variables. It's not just about clicks and conversions! Joining us on the podcast today is Kevin Lesage, the CEO of SearchLight. SearchLight works with home service contractors to connect channel data, website data, conversion tool data, and CRM data together to offer a clear picture of revenue flow. Kevin and his team measure revenue from lead to CRM to help you understand what's driving revenue, how you can improve operationally, and to hold their advertising vendors accountable for performance. You need to understand where your money is going and what marketing tactics are driving results for your business. A comprehensive marketing strategy includes measuring key metrics like average cost per job, average ticket per job, and average book job cost. While having a reporting system and call tracking numbers is a good start, it's important to capture revenue from non-phone channels like chat, online schedulers, and form submissions. But with so much happening on your website, it can be challenging to keep track of it all. By capturing every event, you'll gain valuable insights to help you make informed decisions about your marketing efforts. In this podcast episode, you'll learn... 0:20 Introducing Kevin Lesage 1:15 Kevin's Origin Story and How He Founded Searchlight Digital 5:22 Understanding the Current Marketing Analytics Situation for Businesses Without Searchlight 7:14 Why Basic Call Tracking Isnโ€™t Enough 10:58 Case Studies and Examples of How Accurate Data Can Benefit a Business 14:47 Understanding Match Rate: Why Leads Don't Convert into Contacts and How to Boost it 24:11 Trends in Marketing Channels for Better Business Results 29:35 Is Bing's Chat GPT Integration a Threat to Google's Dominance? 33:05 Comparing SEO and Pay-Per-Click on Google: Which is Better? 38:18 Does Searchlight Digital Offer Email and Text Marketing Services? 39:34 Cracking the Code of Multi-Touch Marketing 44:37 Final Thoughts on Software and Roadmap 45:21 The Winning Mindsets of Top Contractors 52:54 Get Ahead in the Busy Season: Quick and Easy Business Tips You Need to Know 56:56 Final Words Don't let your website be a black hole. Get the data you need to grow your business. Listen now! ๐Ÿ“ข Connect with us! ๐Ÿ‘‰ Full episode can be found here: https://polianna.net/optimizing-your-marketing-for-revenue-not-clicks-with-kevin-lesage/ ๐Ÿ‘‰ Join our FB Group: https://www.facebook.com/groups/hvacfinancialfreedom/ ๐Ÿ“ข Connect with Kevin! ๐ŸŒ Learn more about how you can optimize your marketing for revenue. Visit their website at: https://www.searchlightdigital.io/ ๐ŸŒ Check out Searchlight Digital FB account for other details: www.facebook.com/SearchLight.io #businessowner #entrepreneurlife #home #homerepair #heatwaves #ac #homeservices #homeservicesbusiness #hvac #financialfreedom #hvacpodcast #marketingmetrics #marketingstrategy #measurement #webanalytics #conversiontracking #SearchLight #marketingROI #digitalmarketing Sponsored by: Polianna.net
58:13 3/9/23
Automating Your Follow Up To Close More Deals with Ryan Fenn (CEO of Chiirp)
๐Ÿ“ข NEW PODCAST EPISODE ALERT! "AUTOMATING YOUR FOLLOW-UP TO CLOSE MORE DEALS" Are you tired of losing potential clients due to a lack of follow-up? Well, say goodbye to missed opportunities. In this week's episode of our podcast, we sat down with Ryan Fenn, CEO of Chiirp, and explored the power of automating your follow-up to close more deals. In this episode, Ryan shares his inspiring story of building Chiirp, a platform that helps home services businesses grow through automation. We dive into the nitty-gritty of leveraging memberships and existing databases, succeeding in slow times with a positive mindset, and how automation helps you seamlessly stay in touch with your leads to ensure their business thrives year-round. But that's not all! Ryan also reveals the best automated follow-up campaigns to run during the slow season and an automated system for getting more online customer reviews. With his lead follow-up strategies and expert advice on why being a skilled technician is not enough to succeed, you'll be well on your way to closing more deals and growing your business. Don't let your competitors get ahead - listen now! ๐Ÿ“ข Connect with us! ๐Ÿ‘‰ Full episode can be found here: https://polianna.net/automating-your-follow-up-to-close-more-deals-with-ryan-fenn/ ๐Ÿ‘‰ Join our FB Group: https://www.facebook.com/groups/hvacfinancialfreedom/ ๐Ÿ“ข Connect with Ryan! ๐ŸŒ Learn more about automated follow-up strategies you can implement in your business. Visit their website at: https://chiirp.com/ ๐ŸŒ Check out Chiirp's FB account for other details: https://www.facebook.com/chiirp #businessowner #entrepreneurlife #home #homerepair #heatwaves #ac #homeservices #homeservicesbusiness #hvac #financialfreedom #hvacpodcast #leadfollowup #automatedfollowup #followupautomation #followupautomationtips #emailautomation #textmessageautomationtool Sponsored by: Polianna.net
56:07 3/3/23
Using Inbound Content Marketing To Add An Extra $1M in HVAC Sales with Chris Duprey
๐Ÿ“ข NEW PODCAST EPISODE ALERT! USING INBOUND CONTENT MARKETING TO ADD AN EXTRA $1M IN HVAC SALES Struggling with not generating enough sales, opportunities, and jobs? Would you like an "easy to do" strategy for how an HVAC company generated an extra $1M in revenue?ย  (And how you can too...?) Most companies fail to differentiate themselves in a competitive market. This can lead you to feel frustrated that the phones aren't ringing and you don't know what to do.ย  Yet the right strategy is out there... You just don't know about it...yet.ย  In this podcast, we're speaking with Chris Duprey, the Master Coach at IMPACT. IMPACT is best known for its book and business framework, "They Ask, You Answer" (one of my favorite books!) "They Ask, You Answer" is a simple philosophy to answer the questions your customers have (duh!).ย  Yet, most companies fail to answer customer questions online and miss out on positioning themselves as the authority in their market, building trust with potential customers, increasing your website traffic without having to spend so much on ads, generating an extra six to seven figures through inbound content marketing, and a lot more. So, you'll want to tune into today's episode, and learn... 0:20 Introducing Chris Duprey 00:55 How IMPACT Helped Fire & Ice Heating & Air Conditioning Inc. Generate Over $1 Million in Revenue by Implementing The "They Ask, You Answer" Philosophy 4:46 The Importance of Authenticity in Content Creation and Marketing Strategy 12:55 "They Ask, You Answer" Philosophy: Unleash the Power of Customer-Centricity Strategy and Watch Your Conversion Rates Soar! 25:34 Answering The Big 5 Questions: How HVAC Companies Can Develop Content that Connects with Customers 32:35 Writing Content for Specific Buyer Questions: How to Build Trust and Gain Momentum 34:49 Revolutionizing Your Home Services Marketing Strategy: Why Investing in Content and Media Production is Key for Growth 43:26 Join IMPACT's FREE weekly sales & marketing live sessions, "But We're Different" and Learn More About The 'They Ask, You Answer' Philosophy 44:35 The Mental Shift Contractors Need to Make to Break Through Million Dollar Revenue Barrier 55:54 Connect with Chris 57:07 Action Items 57:31 Last Advice If you're looking for a simple way to grow your HVAC company this year, sit back, relax, and listen! ** ๐Ÿ“ข Connect with us! ๐Ÿ‘‰ Full episode can be found here: https://polianna.net/using-inbound-content-marketing-to-add-an-extra-1m-in-hvac-sales/ ๐Ÿ‘‰ Join our FB Group: https://www.facebook.com/groups/hvacfinancialfreedom/ ๐Ÿ“ข Connect with Chris! ๐Ÿ“ Check out Fire & Ice Heating & Air Conditioning, Inc. case study and see how IMPACT Plus helped an HVAC company increase its revenue by $1M: https://www.impactplus.com/inbound-marketing-case-studies/fire-and-ice ๐ŸŽง Join IMPACT's FREE weekly sales & marketing sessions, "But We're Different" Live!, every Tuesday at 3PM ET for a one-hour learning experience. Register at https://www.impactplus.com/but-were-different-live ๐Ÿ“š Discover the ultimate guide to content marketing success! ๐Ÿ”ฅ๐Ÿ“ˆ Get your hands on the #1 Best Seller 'They Ask, You Answer' by Marcus Sheridan, now available on Amazon: https://www.amazon.com/They-Ask-You-Answer-Revolutionary/dp/1119312973. ๐ŸŒ Learn more about the "They Ask, You Answer" philosophy here: https://www.impactplus.com/what-is-they-ask-you-answer #businessowner #entrepreneurlife #home #homerepair #heatwaves #ac #homeservices #homeservicesbusiness #hvac #financialfreedom #hvacpodcast #inboundcontentmarketing #inboundcontent #inboundcontentmarketingstrategy #contentmarketing #contentstrategy #contentmarketingstrategy #theyaskyouanswer Sponsored by: Polianna.net
59:14 2/23/23
Why Your Email Marketing Sucks (And What To Do About It) with Zachary Barnett
๐Ÿ“ข NEW PODCAST EPISODE ALERT! WHY YOUR EMAIL MARKETING SUCKS (AND WHAT TO DO ABOUT IT) Looking for low-cost ways to market your HVAC business?ย  Zachary Barnett is the owner of Henson Technologies, a digital marketing firm specializing in email marketing for HVAC contractors.ย  He works with HVAC companies to get their email marketing right whether that be in Service Titan's Marketing Pro or another email automation tool.ย  We'll be discussing why your email marketing isn't working, actual email campaigns Zach has run that will keep you busy during the slow season, a paradigm shift to double the effectiveness of your emails, and you'll also learn... 0:20 Introducing Zachary Barnett 2:31 Why Your Email Marketing Isn't Working: Insights and Solutions 5:03 The Dos and Don'ts of HVAC Email Marketing Campaigns 14:44 Demystifying Email Marketing: Real-World Examples and Benefits of Thoughtful Campaign Design 20:43 Creative Campaign Ideas for HVAC Companies: Utilizing Drip Email Marketing to Build Relationships and Boost Sales 29:36 Crafting Your First Email Marketing Campaign: Tips and Frameworks for Effective Communication with Your Audience 35:38 Email Marketing for Beginners: Choosing the Right Platform and Ensuring Safe Delivery 39:43 Get Expert Tips for Effective Email Marketing in Home Service Businesses from Zach 43:11 Mindset Strategies for Long-Term Business Success: Navigating Challenges and Avoiding Burnout 48:40 Last Advice 54:09 Connect with Zach We'll cover all this and more in today's HVAC Financial Freedom podcast! ๐Ÿ“ข Connect with us! ๐Ÿ‘‰ Full episode can be found here: https://polianna.net/why-your-email-marketing-sucks-and-what-to-do-about-it-with-zachary-barnett/ ๐Ÿ‘‰ Join our FB Group: https://www.facebook.com/groups/hvacfinancialfreedom/ ๐Ÿ“ข Connect with Zach! ๐ŸŒ Visit their website at www.henson.tech ๐Ÿ“ง/๐Ÿ“ž Contact him directly at: zachary@henson.tech / 623-692-8602 #businessowner #entrepreneurlife #home #homerepair #heatwaves #ac #homeservices #homeservicesbusiness #hvac #financialfreedom #hvacpodcast #emailmarketing #emailmarketingtips #emailcampaign #emailstrategy #emailautomation Sponsored by: Polianna.net
56:38 2/16/23
Why Digital Marketing Sucks with Jake Zufelt of Hite Digital Eugene
Digital marketing sucks. It's complicated. It's constantly changing. And it's entirely necessary. As a business owner, you have a billion things to worry about: finances, events/products, staffing, troubleshooting, etc. But marketing is that thing to make all the effort turn into MONEY! Get these things in place to make your website, social media accounts, Google services, and email marketing NOT suck! Jake Zufelt is the owner of Hite Digital Eugene - a digital marketing agency that protects owners from themselves by ensuring they donโ€™t screw up their online presence. But seriously, Hite Digital Eugene has helped 100s of business owners and companies clarify their message, choose their marketing methods, create their materials, and control their momentum. Specializing in SEO, Google Services, Social Media Marketing, Web Design, and Branding, Hite Digital is one of the fastest-growing private companies in the US (#868 on the INC 5000). Jakeโ€™s new book โ€œDigital Marketing Sucksโ€ is available for presale on December 12th on Amazon! In this podcast, we had a fruitful conversation with Jake about his diverse background, strategies you can do to make your digital marketing suck less, powerful insights to inspire you to be at your best potential, and you'll also learn... 0:20 Introducing Jake Zufelt 2:16 Jakeโ€™s Diverse Background 4:06 The "Needed" Leap Into Digital Marketing and How He Started Hite Digital Eugene 7:22 Why does Digital Marketing Sucks? 11:11 What Inspired Jake To Write His Book "Digital Marketing Sucks!" 13:59 Make Your Digital Marketing Suck Less By "Managing Your Login Accesses Correctly" 21:41 Make Your Digital Marketing Suck Less By "Leveraging Your Existing Client Database" 25:26 What You Can Expect From The Book 27:25 Make Your Digital Marketing Suck Less By "Knowing Your Audience" 34:20 Book Coverage 35:59 How To Find The Book 38:37 The Strength in Vulnerability: How Asking for Help Can Unleash Your Full Potential 45:10 From Self-Doubt to Self-Assurance: How to Overcome Impostor Syndrome 50:20 Last Parting Words 51:25 Wrapping Up Don't miss this episode! Tune in! ๐Ÿ“ข Connect with us! ๐Ÿ‘‰ Full episode can be found here: https://polianna.net/why-digital-marketing-sucks-with-jake-zufelt-of-hite-digital-eugene/ ๐Ÿ‘‰ Join our FB Group: https://www.facebook.com/groups/hvacfinancialfreedom/ ๐Ÿ“ข Connect with Jake! ๐Ÿ“– Get a copy of the book, โ€œDigital Marketing Sucks!โ€, now available on Amazon. Pre-order at https://launch.jakezufelt.com/ ๐ŸŒ Learn more about him at: https://www.linkedin.com/in/jake-zufelt/ #businessowner #entrepreneurlife #home #homerepair #heatwaves #ac #homeservices #homeservicesbusiness #hvac #financialfreedom #hvacpodcast #digitalmarketing #digitalmarketingtips #digitalmarketingstrategy Sponsored by: Polianna.net
53:17 1/13/23
End-of-Year Strategies to Maximize Your Tax Savings with Mitchell Sharpe
Are you an HVAC business owner looking for ways to maximize your tax savings before the end of the year? In our latest podcast episode, we have the pleasure of chatting with Mitchell Sharpe, Founding Partner of SKC & Co. CPAs, LLC, and expert in all things taxes. With over 40 years of experience as a trusted advisor, mentor, and coach for entrepreneurs, Mitchell knows a thing or two about helping business owners achieve their financial goals. He takes a holistic approach, evaluating both personal and professional goals and developing strategies to achieve them in the short and long term. And as the Founding Partner of SKC & Co. CPAs, he practices what he preaches by ensuring the company is always ahead of the curve and planning for the future. Not only is Mitchell a Certified Public Accountant and member of the American Institute of Certified Public Accountants and the New Jersey Society of Certified Public Accountants, but he also received his MBA in Accounting and BA in Economics from Rutgers State University. He's even spent time as a Senior Accountant at Gikow, Bierman, and Talesnick and a Staff Accountant at Price Waterhouse Coopers. And in his spare time, he coaches AAU basketball, mentors his players for college, and enjoys fishing, hiking, and reading โ€“ so you know he's a well-rounded and exciting guy. So, if you want to save on taxes for your HVAC business before the year is up, make sure to tune in to our podcast with Mitchell Sharpe. He'll share expert tips and tricks to help you outsmart the tax man, and reach your financial goals, and you'll also learn... 0:20 Introducing Mitchell Sharpe 2:37 The Inspiration Behind Mitchell's Career as a CPA 6:38 Taking the Leap into Business Ownership: The Motivation Behind Mitchell's Decision to Become an Entrepreneur 11:56 Mitchell's Holistic Approach to Working with Clients 22:44 End-of-Year Expert Strategies for HVAC Business Owners to Save on Taxes 30:04 About The Cash Balance Plan 37:45 Client Success Stories: How a Holistic Approach to Finances Improved Outcomes for Business Owners 51:36 What Does Financial Freedom Mean to Mitchell 54:35 Mindset Shifts to Overcome Mental Roadblocks to Financial Freedom 58:27 Mitchell's Final Advice + Ways to Connect With Him Don't miss out on this opportunity to get valuable insights from Mitchell โ€“ join us for our latest episode of HVAC Financial Freedom! ๐Ÿ“ข Connect with us! ๐Ÿ‘‰ Full episode can be found here: https://polianna.net/end-of-year-strategies-to-maximize-your-tax-savings-with-mitchell-sharpe/ ๐Ÿ‘‰ Join our FB Group: https://www.facebook.com/groups/hvacfinancialfreedom/ ๐Ÿ“ข Connect with Mitchell! ๐ŸŒ Learn more about how you can benefit from saving taxes at: http://www.skcandco.com/ ๐Ÿ“ž๐Ÿ“ง Text/Call him at: (201)-248-1455 / Email him at: msharpe@skcandco.com #businessowner #entrepreneurlife #home #homerepair #heatwaves #ac #homeservices #homeservicesbusiness #hvac #financialfreedom #hvacpodcast #taxsavings #taxadvisor #taxplanning #taxexpert
61:56 1/6/23
You May Be Overpaying for Workers Compensation - Recovering Thousands of Dollars with Recovery Guardian
Are you like most companies that cringe whenever they hear the words Workers' Comp Insurance? Companies reach out to Bobby (Recovery Guardian) because it's complicated, expensive, and a major pain point. What if you could work with a company that has your back? Imagine recovering thousands of dollars you've overpaid and lowering future premiums with zero out-of-pocket costs. What you'll learn... 0:20 Introducing Bobby Giurintano 1:18 Bobbyโ€™s Origin Story and How He Started His Company 3:35 Transitioning from 20 Years in Printing and Copier Business to Current Venture 7:24 Overcoming Fears and Staying True to the Course: Advice for Aspiring Entrepreneurs 12:31 Recovery Guardian: Real-Life Success Stories 13:28 Clearing up Common Misconceptions about Workers' Compensation for Business Owners 17:01 A Closer Look at the Workers' Compensation Recovery Process 17:52 Who Can Benefit from Workers' Compensation Recovery: Understanding Eligibility 20:50 The Timeline of Workers' Compensation Recovery: What to Expect 22:40 About Selecting the Right Workers' Compensation Insurance Carrier 23:37 Next Steps After a Workers' Compensation Audit 25:36 Take Advantage of the Opportunity to Recover Money in Overpaid Workers' Compensation 26:47 Recent Client Success Stories from Recovery Guardian 29:34 About Classification of Overpaid Workers' Comp Recovery 30:28 Tips for Making a Successful Recovery from Workers Comp 31:20 Accomplishments, Not Money, Are the Key to Success 33:04 More Takeaways From Bobby About Mindset Shifting 39:48 Bobby's Favorite Motivational Speakers 40:15 Transform Your Mindset for Success in 2023: Stop Hoping, Start Doing, Embrace Failure, Keep Going, and Achieve Victory 41:43 Connect with Bobby We'll cover all this and more in today's HVAC Financial Freedom podcast! ๐Ÿ“ข Connect with us! ๐Ÿ‘‰ Full episode can be found here: https://polianna.net/you-may-be-overpaying-for-workers-comp-recovering-thousands-of-dollars-with-recovery-guardian/ ๐Ÿ‘‰ Join our FB Group: https://www.facebook.com/groups/hvacfinancialfreedom/ ๐Ÿ“ข Connect with Bobby! ๐ŸŒ Book a 15-minute consultation at www.recoveryguardian.com ๐Ÿ“ž๐Ÿ“ง Call him at: (888) 212-5010 / Email him at: bobbyg@recoveryguardian.com #businessowner #entrepreneurlife #home #homerepair #heatwaves #ac #homeservices #homeservicesbusiness #hvac #financialfreedom #hvacpodcast #workerscompensation #workerscomp #workerscompensationrecovery #workerscomprecovery #costreduction Sponsored by: Polianna.net
43:30 12/22/22
Strategies to Protect Your Business & Wealth for the Future with Nick Crow
Welcoming Nick to the HVAC Financial Freedom show! Nick Crow is a graduate of Salisbury University, which is located on the eastern shore of Maryland. He graduated with a double major in marketing/management as well as a minor in professional sales. After graduating, Nick accepted a job with Federated Insurance where he spent 9 months at Federatedโ€™s Headquarters in Minnesota. During these 9 months, Nick completed his โ€œmastersโ€ in commercial business insurance, specifically for contractors. This โ€œmastersโ€ program revolves around learning the inโ€™s and outโ€™s of his client's types of businesses and how he can best serve them. Nick has been with Federated Insurance for a few years now and services the Maryland counties surrounding Washington D.C. Nick is a responsible for serving a book of business that encompasses clientโ€™s ranging from the one-man band to several 100 employees. His favorite part of his job is seeing the impact he has on the safety and success of his clients. In this podcast, we had a fruitful conversation with him on how he got into the insurance world, the difference between Federated over other insurance agencies, how he's helping his clients, and you'll also learn... 0:20 Introducing Nick Crow 1:43 How Insurance Can Be An Extreme Asset For You and Your Business 4:28 Nick's Background And How He Got Into the Insurance World 6:53 Why Nick Chose to Work with Federated Insurance 13:18 Insurance for HVAC Business Owners 18:43 The Hidden Benefits of Investing in Insurance 22:27 Common Contractor Insurance Claims 24:12 Insurance as an Asset: Adding Value to Your Team and Marketing Strategy 29:45 How Joining Associations and Surrounding Yourself with Like-Minded Professionals Maximize Your Success 32:36 Why You Need Insurance for Retirement 34:51 Why Having a Positive Attitude Matters If You Want to Succeed 38:03 Final Words Don't miss this episode! Tune in! ๐Ÿ“ข Connect with us! ๐Ÿ‘‰ Full episode can be found here: https://polianna.net/strategies-to-protect-your-business-and-wealth-for-the-future-with-nick-crow/ ๐Ÿ‘‰ Join our FB Group: https://www.facebook.com/groups/hvacfinancialfreedom/ ๐Ÿ“ข Connect with Nick! ๐ŸŒ To learn more about insurance, contact him at: https://www.linkedin.com/in/nicholas-crow1/ #businessowner #entrepreneurlife #home #homerepair #heatwaves #ac #homeservices #homeservicesbusiness #hvac #financialfreedom #hvacpodcast #insurance #commercialinsurance #lifeinsurance #smallbusinessinsurance #estateplanning Sponsored by: Polianna.net
41:41 12/16/22
How to Have a Successful Business and a Happy Marriage with Kristen & Justin Deese
Welcoming Kristen & Justin Deese to the HVAC Financial Freedom show! Kristen Deese is a Business Coach and Certified Behavioral Consultant who helps businesses grow by strengthening the 'behind the scenes' framework and communication strategies within the organization. After 20 years of business ownership with her husband and business partner, Justin, she uses coaching as her vehicle in which to serve others. Justin Deese is a serial entrepreneur who thrives in the business sales and leadership arena. His love of small business is evident through the many companies he's started, bought, sold, and led. Together, Kristen & Justin are a business growth force to be reckoned with. They have experienced the ups and downs of running a business while keeping their marriage alive and are sharing what they have learned with the world. In this podcast, we had a fantastic conversation with them on their shared journey in business ownership, key numbers to running your business, what financial freedom means to them... and you'll also learn... 0:20 Introducing Kristen & Justin Deese 2:40 Kristen and Justin's Origin Story 6:19 The Journey of Starting Their Business 11:36 How Hiring A Business Coach Helped Kristen & Justin's Business Overcame Their Struggles 15:06 "Even if being coachable makes you feel vulnerable, it is the secret to achieving your goals." 17:14 The Challenges Kristen & Justin Faced and Overcame When They Started Working with a Business Coach 20:54 Life Visioning: Effective Coaching Exercises That Helped Kristen & Justin Manifest Their Dreams 24:55 Reading Kristen & Justin's Eulogies Based On Their Book 28:01 Biggest Takeaways They Got From Doing The "Writing Your Own Eulogy" Exercise 29:26 A Day in the Life of Kristen & Justin Deese 33:05 About Kristen's Virtual CFO Services 37:03 Justin's Role in the Growth of Paradise Home Services 38:28 Proven Ways to Successfully Start Transitioning From 'Technician' to 'Entrepreneur' 42:00 What Does Financial Freedom Mean to Kristen & Justin and Living Life On Their Own Terms 44:30 Kristen & Justin's Vision for The Future 45:57 Connect with Kristen & Justin 47:33 "When Your Business Partner is Your Spouse" Book Takeaways Tune in, because you don't want to miss this episode! ๐Ÿ“ข Connect with us! ๐Ÿ‘‰ Full episode can be found here: https://polianna.net/how-to-have-a-successful-business-and-a-happy-marriage-with-kristen-and-justin-deese/ ๐Ÿ‘‰ Join our FB Group: https://www.facebook.com/groups/hvacfinancialfreedom/ ๐Ÿ“ข Connect with Kristen & Justin! ๐ŸŒ To learn more about their book, "When Your Business Partner is Your Spouse", and upcoming podcast, visit www.kristendeese.com ๐Ÿ“ง Email them at: kristen@gcbcoaching.com / justin@gcbcoaching.com #businessowner #entrepreneurlife #home #homerepair #heatwaves #ac #homeservices #homeservicesbusiness #hvac #financialfreedom #hvacpodcast #businesscoaching #cfo #virtualcfo #virtualcfoservices Sponsored by: Polianna.net
49:58 12/8/22
How to Increase Profits In Your HVAC Business Using Profit First with Debra Angilletta
Welcoming Debra Angilletta to the HVAC Financial Freedom podcast! Debra is the CEO & Founder of Angilletta & Associates, a former Wall Street Trader, and is certified in the advanced level implementation of the Amazon Best Seller - "Profit First" from NY Times best-selling author Mike Michalowicz. In this podcast, Debra taught us how the Profit First methodology can help you retain more profits in your HVAC business, and you'll also learn... 0:19 Introducing Debra Angilletta 2:11 Debra's Background And How She Got Into the Finance Industry 4:18 Debra's Working Experience on Wall Street 6:38 What Inspired Debra to Take a Leap to Entrepreneurship 8:16 What is the "Profit First" Method and How It Can Boost Your Business's Profits 10:07 "Profit First" is Better For Entrepreneurs Than Traditional Profit Formula 12:07 Profit First Concept Made Easy: Set Small Plates For Your Business 17:05 Implementing the "Profit First" Formula Creates Steady and Sustainable Income in Your Business 20:37 Bridging The Gap: Profit First & GAAP Accounting Principles 23:33 How to Start Using the Profit First System - Follow These 3 Easy Steps! 24:23 About the Book: "Profit First" by Mike Michalowicz (A Must-Read!) 25:02 What Does Financial Freedom Mean to Debra and Ways to Achieve It 28:00 Donโ€™t Be Afraid To Take The Leap For Financial Freedom 32:15 How to Network and Invest Your Way to Financial Freedom 35:33 FREEBIE! Get Your Copy of "5 Secrets to Success Hiding Inside Your Financials" E-Book 37:26 Connect with Debra So sit back, listen in, and enjoy this conversation! ๐Ÿ“ข Connect with us! ๐Ÿ‘‰ Full episode can be found here: https://polianna.net/how-to-increase-profits-in-your-hvac-business-using-profit-first/ ๐Ÿ‘‰ Join our FB Group: https://www.facebook.com/groups/hvacfinancialfreedom/ ๐Ÿ“ข Connect with Debra! ๐ŸŒ If you want to learn more or get started with the Profit First method, email her at debra@debraangilletta.com ๐ŸŽ To get your FREE E-Book copy, make sure to head here: https://nextlevelceo.biz/ #businessowner #entrepreneurlife #home #homerepair #heatwaves #ac #homeservices #homeservicesbusiness #hvac #financialfreedom #hvacpodcast #profitfirst #profitfirstconcept #profitfirstmethod #profitfirstformula #profitfirstsystem #mikemichalowicz Sponsored by: Polianna.net
38:29 11/9/22
How to Use the Infinite Banking Concept (IBC) to Build Wealth for HVAC Owners with Anthony Faso and Cameron Christiansen
Are you interested in creating passive income, building wealth, and reaching financial freedom without involving Wall Street? In this episode of the HVAC Financial Freedom podcast, Anthony Faso and Cameron Christiansen (founders of Infinite Wealth Consultants and hosts of the Infinite Wealth Podcast) taught us how to achieve your money goals through the concept of Infinite Banking. Tune in as we discuss the basics of Infinite Banking, why you should never pay cash for real estate, how to use IBC in real estate to increase cash flow and pay less in taxes, and a lot more, and you'll learn... 0:19 Introducing Anthony Faso and Cameron Christensen 1:15 Anthony & Cameron's Diverse Backgrounds And How They Got Into Infinite Wealth 11:47 Why Embracing Passive Income and Building Generational Wealth Are Important to Achieve Financial Freedom 15:57 Reasons Why Typical Financial Advice is Flat-Out Wrong For Most Investors 22:07 Infinite Banking Concept Explained - Becoming Your Own Banker 28:36 The Power of IBC: Why Borrowing from a Whole Life Insurance Policy is More Financially Efficient Than Paying Cash 36:40 Gaining Financial Freedom Through Infinite Banking Strategies - Client Success Stories 41:45 Is Infinite Banking Right for You?: Key Considerations When Starting an Insurance Policy 47:07 Advice For People Unsure About Infinite Banking Concept 56:11 How Did Anthony & Cameron Master Money Mindset & Overcome Money Blocks 1:00:50 About the Infinite Wealth Course (Where to Get Your Free Access) 01:03:45 Wrapping Up Donโ€™t miss out on these wealth-building tips! ๐Ÿ“ข Connect with us! ๐Ÿ‘‰ Full episode can be found here: https://polianna.net/how-to-use-the-infinite-banking-concept-to-build-wealth-for-hvac-owners/ ๐Ÿ‘‰ Join our FB Group: https://www.facebook.com/groups/hvacfinancialfreedom/ ๐Ÿ“ข Connect with Anthony & Cameron! ๐ŸŽ™๏ธ Learn more at the Infinite Wealth Podcast at https://infinitewealthconsultants.com/podcast/ ๐ŸŽ To get your FREE ACCESS to their online course, make sure to head here: https://infinitewealthconsultants.com/polianna/ #businessowner #entrepreneurlife #home #homerepair #heatwaves #ac #homeservices #homeservicesbusiness #hvac #financialfreedom #hvacpodcast #ibc #infinitebanking #infinitebankingconcept #passiveincome #buildwealth Sponsored by: Polianna.net
65:08 11/3/22
How the ERC Tax Credit Can Save You Thousands of Dollars on Your Taxes This Year with Mike Hall
Welcoming Mike Hall to the HVAC Financial Freedom Podcast! With the Employee Retention Credit (ERC) Tax Credit, you can potentially get up to $26K per employee from the IRS against certain payroll taxes for your HVAC company. In this podcast, Mike Hall explains how the ERC tax credit works and how you can take advantage of it, and you'll learn... 0:19 Introducing Mike Hall 1:52 What Inspired Mike to Start His Own Business 4:40 Taking The Leap From Employee to Entrepreneur Mindset 10:04 Employee Retention Tax Credit: An Opportunity For Mike and His Team's Clients 14:43 Determining Eligibility and Qualification for the Employee Retention Tax Credit 21:51 How Does Jorns and Associates Help You Claim Your Maximum ERC 25:05 There's Still Time to Claim the Employee Retention Tax Credit 26:56 Connect with Mike (Jorns & Associates) 28:04 Take Advantage of the Employee Retention Tax Credit While You Can 29:48 What Does Financial Freedom Mean to Mike 30:43 Mike's Journey to Financial Freedom 35:30 How Did Mike Overcome Self-Limiting Beliefs and Negative Mindset 39:14 3 Keys to Achieving Success in Life 40:42 Tapping into the Power of Intuition Tune in to learn more :) Join our FB Group: www.facebook.com/groups/hvacfinancialfreedom/ Presented By Polianna (https://polianna.net/)
44:01 10/27/22
Using Smart TV Ads to Grow Your HVAC Company with Muhammad Siddique
Welcoming Muhammad Siddique (Author of New Success Secrets) to the HVAC Financial Freedom Podcast! In this episode, we discussed how Smart TV advertising works and how it can help you reach more people with your marketing message, and you'll learn... 0:20 Introducing Muhammad Siddique 1:49 Muhammad's Origin Story 4:49 How Muhammad Got Into Smart TV Advertising 7:20 Combating the Click Fraud Problem Through Powerful Local Smart TV Advertising 13:55 The Rise of Smart TV Advertising and Why It's Effective More Than Other Forms of Advertising Today 16:20 AI-powered Smart TV Ads Placement 19:38 Why Adding Direct Response to Smart TV Ads Drive More Conversions and Sales for HVAC Contractors 21:31 What Kind of ROI You Can Expect to See From Local Smart TV Advertising 26:31 How Smart TV Ads Boost Sales Fast in the Slow Season for HVAC Companies 31:54 Why You Should Take Advantage of Adding Smart TV Advertising to Your HVAC Marketing Strategy Now 34:47 About Muhammad's Book: "New Success Secrets: How to Build, Run and Manage an Unstoppable Success Team" 36:34 Overwhelmed at work? Apply the 4D's. Do it. Date it. Delegate it. Dump it.ย  39:10 Wrapping Up Tune in to learn more :) Join our FB Group: www.facebook.com/groups/hvacfinancialfreedom Presented By Polianna (https://polianna.net/)
42:27 10/20/22
How to Create an HVAC Company Video Marketing Strategy That Works with Logan Shinholser
Welcoming Logan Shinholser of Contractor Growth Network to the HVAC Financial Freedom Podcast! In this episode, we discussed everything from creating videos that capture the attention of potential customers to using video as a way to establish trust and credibility, and you'll learn... 0:20 Introducing Logan Shinholser 0:52 Congratulating "Contractor Growth Network" as Inc. 5000 America's Fastest Growing Private Companies 2022 Honoree 2:31 Learning More About Contractor Growth Network & Their Mission 3:09 The Journey of Starting Contractor Growth Network 6:13 Lessons Learned Through Past Experiences 17:54 The Mindset You NEED To Have For Your Contracting Business 25:23 Why Do HVAC Companies Need a Video Marketing Strategy 36:07 Video Equipment Essentials: What You Need To Get Started 40:14 Beginner Tips For Creating a Successful Video Content Strategy 49:59 Overcoming Your Fear of Public Speaking and Feeling Comfortable on Camera 57:48 Final Takeaways 59:28 Connect with Contractor Growth Network Tune in to learn more :) Join our FB Group: www.facebook.com/groups/hvacfinancialfreedom/ Presented By Polianna (https://polianna.net/)
61:01 10/13/22

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