• Coffee Klatsch 03-04-25

  • Mar 4 2025
  • Length: 1 hr and 6 mins
  • Podcast

Coffee Klatsch 03-04-25

  • Summary

  • Summary: In this week's conversation George Sandman, founder and CEO of Growth Drive, discusses the importance of business advisory, community networking, and strategic planning for business owners. The conversation covers the enhancements in the C3D course, the significance of exit planning, and the role of mentorship in guiding business owners. Additionally, the discussion highlights tax strategies and the need for business owners to start planning early for their exit. The participants share insights on understanding client needs and the evolving future of business advisory.
    Takeaways
    -Growth Drive is a community focused on business advisory.
    -Networking is crucial for business growth and success.
    -The C3D course has expanded to include more modules and workshops.
    -Exit planning is essential for business owners to maximize value.
    -Tax strategies can significantly impact business owners' profits.
    -Mentorship plays a vital role in the development of business advisors.
    -Strategic planning should start early in a business's lifecycle.
    -Understanding client pain points is key to effective advisory.
    -The future of business advisory is about continuous learning and adaptation.
    -Community support enhances the learning experience for business advisors.

    Keywords: Growth Drive, business advisory, exit planning, mentorship, tax strategies, strategic planning, community, networking, business growth, C3D course

    Chapters
    00:00 Reconnecting and Personal Updates
    01:30 Health Challenges and Workload
    04:25 C3D Course Overview and Evolution
    07:20 Course Enhancements and New Modules
    10:40 Mentorship and Community Learning
    13:35 Exit Planning and Tax Strategies
    19:21 Pre-Sale Planning and Estate Tax Issues
    27:29 Strategic Planning for Business Owners
    34:00 The Importance of Exit Planning
    39:40 Understanding Client Needs and Mindset
    47:30 The Role of NLP in Business Coaching
    54:37 Meeting Clients Where They Are
    01:06:10 Engaging the Community

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