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The Millionaire Mind

Dallon Schultz
The Millionaire Mind
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  • EP134: The Financial Backbone of Business Success with Austin Peterson, CFP®, CLU®, CBEC®, CPFAâ„¢, MBA
    Join us for a deep dive with Austin Peterson, CFP®, CLU®, CBEC®, CPFAâ„¢, MBA, as he discusses the crucial role of understanding and managing finances both personally and in business. Learn the importance of strategic financial planning, preparing for business exits, and the bespoke challenges and solutions for small business owners. Don't miss out on this valuable content, and hit play!Key takeaways to listen for The stark reality of business sales and transitionsChallenges businesses face when transitioning ownershipEssential steps to prepare for a business exitAustin's personal journey from law aspirations to financial expertUpcoming projects and the launch of a new investment fundResources mentioned in this episodeThe Gap and The Gain by Dan Sullivan and Dr. Benjamin Hardy: https://amzn.to/3x2LgttAbout Austin Peterson, CFP®, CLU®, CBEC®, CPFAâ„¢, MBAAustin Peterson is a seasoned Comprehensive Financial Planner based in Scottsdale, AZ. Starting his career in 2000 at Independent Capital Management in Santa Ana, CA, he has held various roles, including an internal wholesaler at Pacific Life and a life insurance field wholesaler at Symetra Life Insurance. After earning his MBA from Brigham Young University, focusing on sales and entrepreneurship, Austin founded and later sold his own financial planning company in Southern California. He then served in both sales and management roles at Crump Life Insurance for five years. In 2015, Austin joined Lincoln Financial Advisors, and in 2021, he co-founded Backbone Planning Partners to enhance focus on small business planning. Connect with Austin CFP®, CLU®, CBEC®, CPFAâ„¢, MBAWebsite: Backbone Planning Partners: https://www.backboneplanning.com/Podcast: Tycoons of Small Biz: https://apple.co/3wmdlfhLinkedIn: Austin Peterson, CFP®, CLU®, CBEC® , CPFAâ„¢, MBA: https://www.linkedin.com/in/austinpetersoncfp/CONNECT WITH USWant to learn more about passive investing in multifamily? Whether you’re looking for investment or coaching opportunities, visit our website at https://investwithrev.com/ to schedule a call, and don’t forget to sign up for our newsletter.Go to https://www.themillionairemind.us/ and ask Dallon all your burning questions about how you can start owning apartments today!
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  • EP133: Essential Skills Anyone Can Learn to Become a Sales Master with Joe Graham
    What if you could transform your sales approach? Join us as Joe Graham, a sales expert with over two decades of experience, shares his insights on a value-driven, problem-solving strategy that diverges from traditional pushy sales tactics. Discover how authenticity and strategic thinking can revolutionize your sales process and nurture sustainable business relationships.Key takeaways to listen for Early challenges in sales and how to overcome them The concept of providing value and helping rather than sellingHow to properly value services and understand market dynamicsAn innovative strategy to alleviate pressure on salesJoe’s top three personal insights from 20 years in salesResources mentioned in this episodeThe Go-Giver by Bob Burg: https://amzn.to/44tBNb9Atomic Habits by James Clear: https://amzn.to/44riEH5About Joe GrahamJoe Graham is an award-winning sales coach and Enterprise Account Representative for Spectrum Enterprise, where he has won the President's Circle Award from 2019 to 2022 and the Mid Market Masters Award from 2019 to 2021. He is also a Major Account Executive at T-Mobile, specializing in custom solutions for small to medium-sized businesses. Joe hosts the "Joseph Graham Show," which is aimed at helping business professionals and coaches improve their sales processes and achieve six-figure results. He offers quick consultations to tailor the best solutions for each client's needs.Connect with JoeInstagram: https://www.instagram.com/joegrahamreal/YouTube: https://www.youtube.com/@JoegrahamrealPodcast: The Joseph Graham Show: https://apple.co/44pgOGqCONNECT WITH USWant to learn more about passive investing in multifamily? Whether you’re looking for investment or coaching opportunities, visit our website at https://investwithrev.com/ to schedule a call, and don’t forget to sign up for our newsletter.Go to https://www.themillionairemind.us/ and ask Dallon all your burning questions about how you can start owning apartments today!
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  • EP132: Conquer Financial Limits and Embrace a Savvy Money Mindset with Leisa Peterson
    Leisa Peterson boots your financial knowledge by exploring the value of effective money management. She addresses challenges like the scarcity mindset and investing obstacles, and shares strategies to become more money-conscious. Tune in to disconnect your self-worth from your financial status and make peace with money!Key takeaways to listen forLeisa's transition and passion for the psychology of moneyNegative effects of shame and fear on financial literacyHow societal beliefs influence one’s self-worth and financial decisionsA pivotal decision that led to a new path in coaching and mindfulnessThe power of leverage in business and investing sucessResources mentioned in this episodeThe Mindful Millionaire by Leisa Peterson: https://amzn.to/3SXBsX4The Luck Factor by Dr. Richard Wiseman: https://amzn.to/3Q5RO16About Leisa PetersonLeisa Peterson aims to help 1,000,000 people elevate their financial consciousness. As a money coach, business consultant, and spiritual teacher, Leisa hosts the Mindful Millionaire podcast, virtual workshops, and deep-dive retreats. Her masterful blend of sound financial strategy and mindfulness training helps people break free of patterns of lack, scarcity, and money fears, allowing them to finally lead the rewarding, fulfilling, and abundant lives they most desire.Connect with LeisaWebsite: WealthClinic®: https://www.wealthclinic.com/ | The Mindful Millionaire: https://www.mindfulmillionairebook.com/Podcast: Mindful Millionaire with Leisa Peterson: https://apple.co/3UjhnhOCONNECT WITH USWant to learn more about passive investing in multifamily? Whether you’re looking for investment or coaching opportunities, visit our website at https://investwithrev.com/ to schedule a call, and don’t forget to sign up for our newsletter.Go to https://www.themillionairemind.us/ and ask Dallon all your burning questions about how you can start owning apartments today!
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  • EP131: Tech Tools for Transforming Traditional Business Practices with Justin Benson
    In this episode, join us as we delve into Justin Benson's entrepreneurial journey, highlighting how he has never worked a conventional W-2 job and sharing insights into how automating systems and processes has significantly boosted the efficiency of his ventures. Listen to learn about his unique start in entrepreneurship, his ventures across various industries, and how he uses technology to enhance business operations.Key takeaways to listen forThe importance of integrating systems and automation in business How personal experiences influence career paths and business successChallenges of transitioning from traditional career paths to running tech-driven businessesTips for using technology and automation to improve business operations and customer interactionsResources mentioned in this episodeApex Fun Run: https://www.apexfunrun.com/The Outsiders by William N. Thorndike Jr.: https://amzn.to/43ZhmTe About Justin BensonAs the founder and leader of the Bara Agency, Justin is the place where problems come to die. Half nerd and half real estate agent, He’s built teams from the ground up, sold thousands of houses, and created the custom technology, systems, and strategies needed to scale along the way.Connect with JustinWebsite: Bara Agency: https://baraagency.com/Instagram: @justinbenson: https://bit.ly/3Q39TwE CONNECT WITH USWant to learn more about passive investing in multifamily? Whether you’re looking for investment or coaching opportunities, visit our website at https://investwithrev.com/ to schedule a call, and don’t forget to sign up for our newsletter.Go to https://www.themillionairemind.us/ and ask Dallon all your burning questions about how you can start owning apartments today!
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  • EP130: Trailblazing Training Methods for Next-Gen Surgeons with Jeanette Laine
    You are in for a ride full of knowledge as Jeanette Laine, a serial entrepreneur and the innovative force behind SurgiSTUD, entails her journey from working under a venture capitalist to pioneering a company that offers 3D-printed alternatives to cadavers for surgical training. Listen to discover the challenges and triumphs of bringing a novel product to the medical field, nurturing a growth-oriented team, and articulating SurgiStud's future aims. Don't miss out on valuable insights, and hit play!Key takeaways to listen for The inspiration behind SurgiSTUD and its impact on medical training How past business experiences shape current successProven methods for building a growth-oriented teamA strategic advantage to employee empowermentMajor challenges of rapid company growth and technology adaptationResources mentioned in this episodeHow to Win Friends & Influence People by Dale Carnegie: https://amzn.to/4avlfRYThe 7 Habits of Highly Effective People by Stephen R. Covey: https://amzn.to/43EGA9xThe 4 Disciplines of Execution" by Chris McChesney, Sean Covey, Jim Huling, Scott Thele, and Beverly WalkerGino Wickman: https://amzn.to/3VGIOTFAbout Jeanette LaineJeanette Laine, the founding member and CEO of SurgiSTUDâ„¢, brings over 35 years of extensive experience in managing startup complexities. Her expertise spans a range of critical functions, including legal, HR, accounting, and tax, alongside strategic planning for earnings and losses. At the helm of SurgiSTUD since its inception, Jeanette has been instrumental in steering its growth and expansion, significantly impacting its strategic direction and investment strategy. Her commitment to excellence is further underscored by her Lean Six Sigma certification and various leadership and business skill certifications, marking her as a versatile and skilled leader in the business world. Jeanette's multifaceted approach to leadership and deep involvement in all operational aspects have positioned SurgiSTUD as a leading entity in its field.Connect with Jeanette Website: SurgiSTUD: https://surgistud.com/CONNECT WITH USWant to learn more about passive investing in multifamily? Whether you’re looking for investment or coaching opportunities, visit our website at https://investwithrev.com/ to schedule a call, and don’t forget to sign up for our newsletter.Go to https://www.themillionairemind.us/ and ask Dallon all your burning questions about how you can start owning apartments today!
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A Journey into the Mindset of Successful Business Owners
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