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Dawn talks with Melissa Hoyer, a CERTIFIED FINANCIAL PLANNER™ and a Life/Wealth Coach at The Wealth Conservancy, a company that works with inheritors who have complex financial circumstances and are fed up with being overwhelmed or unsure of what they actually have. Her mission is to empower clients to manage their wealth wisely in a way that matters most to them. Dawn and Melissa talk about the critical importance of planning for succession, the emotional and financial impact of business inheritance, and how thoughtful estate planning goes beyond simply writing a will.

Who is Melissa Hoyer and whom does she serve? (0:47)

Planning for Business Succession (0:18)

Understanding Inheritances and Estate Planning (2:09)

Preparing for a Smooth Transition (3:18)

The Importance of Early Planning (9:05)

Challenges of Inheriting a Business (13:19)

Empowering the Next Generation (19:36)

Conclusion and Contact Information (23:59)

Melissa Hoyer’s Information.

LinkedIn: https://www.linkedin.com/in/melissahoyer/

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Dawn’s Website: https://dawnkkennedy.com/

Links and Freebies- https://dawnkkennedy.com/free/

In-Depth Information, Tips, and Strategies- https://dawnkkennedy.com/blog/

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Order Dawn’s book, The Profit Accelerator for Small Business The Profit Accelerator for Small Business: Kennedy, Dawn: 9781736208601: Amazon.com: Books

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Dawn talks with Damien Lupo, an entrepreneur who has founded over 70 companies and seeks to liberate a million people from financial bondage. Dawn and Damien talk about the concept of 'wishes and delicious delusions' and the dangers of living in a delusional state about business success and financial freedom. Key topics covered include the importance of distinguishing between passion and mission, the necessity of honesty with oneself, and the critical role of mentors and masterminds in personal and business growth.

Who is Damien Lupo and whom does he serve? (0:38)

Wishes and Delicious Delusions (1:43)

The Reality of Entrepreneurship (03:10)

How to find your North Star mission and align your actions with it. (5:02)

The Importance of Mentors and Masterminds (09:07)

Empowering Financial Freedom (10:38)

The Psychology of Judgment (13:11)

Starting Fresh: The Power of a Blank Slate (16:55)

Using zero-based thinking to rethink your life and business. (17:30)

The Three Cs: Credit Cards, Cash, and Calendar (18:22)

Breaking the Cycle of Stagnation (19:16)

Personal Accountability: Owning Your Actions (21:50)

Being honest about money and aligning your beliefs with your behavior. (26:49)

28:19 The Power of Commitment and Mentorship

28:56 Resources and Final Thoughts

Damien Lupo’s Information.

Website: https://damionlupo.com/

LinkedIn: https://www.linkedin.com/in/damionlupo

Facebook: https://www.facebook.com/damionlupoofficial/

Instagram: https://www.instagram.com/damion.lupo/

YouTube: https://www.youtube.com/c/damionlupo

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Dawn’s Website: https://dawnkkennedy.com/

Links and Freebies- https://dawnkkennedy.com/free/

In-Depth Information, Tips, and Strategies- https://dawnkkennedy.com/blog/

Thanks for listening. If you liked what you heard and want more, please like us on Facebook https://www.facebook.com/dawnkkennedymentor

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Order Dawn’s book, The Profit Accelerator for Small Business The Profit Accelerator for Small Business: Kennedy, Dawn: 9781736208601: Amazon.com: Books

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Dawn talks with Anmol Singh, a Stock Market Trader & Investor Based out of New York, Author of the Book Prepping For Success. Anmol is renowned for his expertise in the financial markets. He has a deep understanding of various trading strategies and techniques that have helped him achieve consistent success. Anmol has been featured in major financial news publications, including CNBC and Fox Business. Dawn and Anmol talk about different types of investors, including angel investors, seed investors, and active investors, and highlight the benefits and challenges of having an external investor in your business.

In this episode…

Who is Anmol Singh and whom does he serve? (00:45).

Understanding the different types of investors and what sets them apart. (1:22)

Key benefits of bringing in outside investors to help scale your business. (3:18)

Finding the Right Investor for Your Business (5:09)

What investors are really looking for when they evaluate a business. (8:04)

Common Misconceptions About Investors (17:56)

Final Advice and Conclusion (25:19)

Anmol Singh’s Information.

Website: https://anmol.net/

LinkedIn: https://www.linkedin.com/in/anmolsc/

Instagram:https://www.instagram.com/deltaninety/

Facebook:

https://www.facebook.com/DeltaNinety/

https://www.facebook.com/anmolsc/

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Dawn’s Website: https://dawnkkennedy.com/

Links and Freebies- https://dawnkkennedy.com/free/

In-Depth Information, Tips, and Strategies- https://dawnkkennedy.com/blog/

Thanks for listening. If you liked what you heard and want more, please like us on Facebook https://www.facebook.com/dawnkkennedymentor

Subscribe to our Youtube Channel: https://youtube.com/@dawnkkennedyxo?si=DcRcjv7H0KN5_vFP

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Order Dawn’s book, The Profit Accelerator for Small Business The Profit Accelerator for Small Business: Kennedy, Dawn: 9781736208601: Amazon.com: Books

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Dawn talks with Pete Neubig, former co-founder of Empire Industries Realty & Property Management based in Houston, TX. He sold his company to Mynd Management where he was the Vice President of Eastern Operations. Pete is currently the co-founder and CEO of VPM Solutions. VPM Solutions is an online platform that connects the real estate industry with virtual team members across the globe. Dawn and Pete talk about Hiring and Managing Remote Team.

In this episode…

Who is Pete Neubig and whom does he serve? (00:22).

How remote work is evolving in the real estate industry. (2:17)

Identifying the Right Candidates for Remote Work (7:28)

Strategies for effectively training remote team members. (12:05)

Reducing Churn and Increasing Retention with Remote Teams (18:45)

Legalities and Technicalities of Hiring Internationally (21:30)

Understanding IRS Form W-8BEN for International Contractors (22:12)

Understanding misclassification risks and legal jurisdiction issues. (23:24)

Direct Hire vs. Employee of Record Models. (25:13)

Introduction to VPM Solutions Platform (27:03)

Training and Certification for Remote Workers (27:54)

Best practices for managing remote teams at scale. (32:12)

Pete’s final thoughts and how to connect with VPM Solutions. (40:50)

Pete Neubig’s Information.

Website: https://www.vpmsolutions.com/

LinkedIn: https://www.linkedin.com/in/pete-neubig/

Instagram: https://www.instagram.com/p/C_3mEWRTb9l/

Facebook: https://www.facebook.com/pete.neubig.1/

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Dawn’s Website: https://dawnkkennedy.com/

Links and Freebies- https://dawnkkennedy.com/free/

In-Depth Information, Tips, and Strategies- https://dawnkkennedy.com/blog/

Thanks for listening. If you liked what you heard and want more, please like us on Facebook https://www.facebook.com/dawnkkennedymentor

Subscribe to our Youtube Channel: https://youtube.com/@dawnkkennedyxo?si=DcRcjv7H0KN5_vFP

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Order Dawn’s book, The Profit Accelerator for Small Business The Profit Accelerator for Small Business: Kennedy, Dawn: 9781736208601: Amazon.com: Books

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Dawn talks with Ed Meek, founder of Edge Financial Advisors, to provide all of his clients a more comprehensive financial planning and investment management experience than they had previously received. Dawn and Ed talk about Financial planning.

In this episode…
Who is Ed Meek and whom does he serve? (01:07)

When is the right time to contact a financial planner, and what triggers that need? (2:10)

Understanding Holistic Financial Planning (5:42)

Understanding the costs and benefits of hiring a financial planner. (12:13)

What certifications to look for and how to find the right financial planner for your needs? (15:50)

Emotional and Psychological Aspects of Financial Planning (22:27)

Final thoughts, conclusion, and where to find more information about Ed Meek. (31:14)

Ed Meek’s Information.

Website: https://edgefa.com/about/ed-meek/

LinkedIn:

https://www.linkedin.com/company/edgefinancialadvisors/

https://www.linkedin.com/in/edwardmeek/

X: https://twitter.com/advisors_edge

YouTube: https://www.youtube.com/channel/UCI008oeg9Y94k3tTeU2z1sA

Facebook: https://www.facebook.com/profile.php?id=100057522786296#

Support the show

SUPPORT THE SHOW

Dawn’s Website: https://dawnkkennedy.com/

Links and Freebies- https://dawnkkennedy.com/free/

In-Depth Information, Tips, and Strategies- https://dawnkkennedy.com/blog/

Thanks for listening. If you liked what you heard and want more, please like us on Facebook https://www.facebook.com/dawnkkennedymentor

Subscribe to our Youtube Channel: https://youtube.com/@dawnkkennedyxo?si=DcRcjv7H0KN5_vFP

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Order Dawn’s book, The Profit Accelerator for Small Business The Profit Accelerator for Small Business: Kennedy, Dawn: 9781736208601: Amazon.com: Books

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Dawn talks with Ashish Gupta, CEO of ScaleUpExec, a leading fractional COO firm. Ashish shares how he helps growth-stage companies close leadership gaps, energize teams, and scale with operational clarity—drawing from his experience at Qualcomm, Apple, and turning around 20+ businesses. Dawn and Ashish talk about Fractional COO Leadership Skills Gap.

In this episode…
Who is Ashish Gupta and whom does he serve? (00:48)

What exactly is a fractional COO — and why are more companies turning to them now? (2:15)

Identifying Red Flags and When to Hire a COO (4:38)

The critical skills gap between early-stage hustle and structured leadership. (7:41)

The Visionary vs. The COO: Skillsets and Balance. (10:20)

Hiring a Fractional COO: Process and Considerations (17:36)

Industry Relevance and Long-Term Engagement (24:50)

Final Thoughts and Closing Remarks. (30:34)

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Dawn’s Website: https://dawnkkennedy.com/

Links and Freebies- https://dawnkkennedy.com/free/

In-Depth Information, Tips, and Strategies- https://dawnkkennedy.com/blog/

Thanks for listening. If you liked what you heard and want more, please like us on Facebook https://www.facebook.com/dawnkkennedymentor

Subscribe to our Youtube Channel: https://youtube.com/@dawnkkennedyxo?si=DcRcjv7H0KN5_vFP

Follow us on Instagram https://www.instagram.com/dawnkkennedyxo

Order Dawn’s book, The Profit Accelerator for Small Business The Profit Accelerator for Small Business: Kennedy, Dawn: 9781736208601: Amazon.com: Books

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Dawn talks with Luke Boyinger—CEO of Cruzumi CFO and Advisory.  A fractional CFO firm based out of Phoenix, Arizona. They work with businesses in the five to 50 million revenue range, helping them grow their business by managing cash flow and profitability proactively. Dawn and Luke talk about Fractional CFO.

In this episode…

Who is Luke Boyenger and whom does he serve? (00:52)

Deep Dive into Bookkeeping (01:53)

Role of an Accountant in Your Business (04:26)

The Strategic Role of a CFO.(07:40)

When to Hire a CFO (12:05)

“Once you’re making decisions based on hopes and dreams instead of data, it’s time for a CFO.” (13:04)

How CFOs translate complex financial data into actionable strategy for CEOs and founders. (20:15)

Fractional CFO vs. Full-Time CFO(21:13)

How to Find and Work with a Fractional CFO (24:59)

Where can we find you and learn more about you (29:24)

Luke Boyinger’s Information.

Website: https://cruzumi.com/about/

LinkedIn: https://www.linkedin.com/in/luke-boyenger/

Facebook: https://www.facebook.com/profile.php?id=100091270369031

Support the show

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Dawn’s Website: https://dawnkkennedy.com/

Links and Freebies- https://dawnkkennedy.com/free/

In-Depth Information, Tips, and Strategies- https://dawnkkennedy.com/blog/

Thanks for listening. If you liked what you heard and want more, please like us on Facebook https://www.facebook.com/dawnkkennedymentor

Subscribe to our Youtube Channel: https://youtube.com/@dawnkkennedyxo?si=DcRcjv7H0KN5_vFP

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Order Dawn’s book, The Profit Accelerator for Small Business The Profit Accelerator for Small Business: Kennedy, Dawn: 9781736208601: Amazon.com: Books

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Dawn talks with Greg Weinstein, Founder & CEO at Audience Genomics / Aggie. Aggie analyzes your business and industry, whips up killer social posts with images and copy that’ll make your competitors cry, and then schedules and publishes everything for you. Dawn and Greg talk about Social media with AI.

In this episode…
Who is Greg Weinstein and whom does he serve? (00:57)
Has instant feedback replaced the old "wait and see" approach we grew up with? (04:27)
Is it more important to focus on what you post, rather than just when and to whom? (06:38)
“The best thing to be, is to be yourself is to be authentic.” (12:17)
Showing up authentically, even when things aren't perfect, builds stronger connections and brand loyalty.(15:35)
How can embracing both data and authenticity help us go deeper and not miss key opportunities? (21:09)
Can AI help those who don’t feel naturally creative turn their ideas into more relatable, engaging content for their ideal clients?(31:54)
Can AI help business owners stay more engaged with their social media by simplifying content creation and making it feel more authentic, even in just an hour a week? (37:36)
Where can we find you and learn more about Aggie and how it can help small businesses with social media? (41 :23)

Greg Weinstein’s Information.

Website: http://www.audiencegenomics.com/

LinkedIn: https://www.linkedin.com/in/gregweinstein1/

Instagram: https://www.instagram.com/letaggiedoit

Twitter/X: https://x.com/CakeOnTuesday

YouTube: https://www.youtube.com/@LetAggieDoIt

Support the show

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Dawn’s Website: https://dawnkkennedy.com/

Links and Freebies- https://dawnkkennedy.com/free/

In-Depth Information, Tips, and Strategies- https://dawnkkennedy.com/blog/

Thanks for listening. If you liked what you heard and want more, please like us on Facebook https://www.facebook.com/dawnkkennedymentor

Subscribe to our Youtube Channel: https://youtube.com/@dawnkkennedyxo?si=DcRcjv7H0KN5_vFP

Follow us on Instagram https://www.instagram.com/dawnkkennedyxo

Order Dawn’s book, The Profit Accelerator for Small Business The Profit Accelerator for Small Business: Kennedy, Dawn: 9781736208601: Amazon.com: Books