Coffee with Jon - Think Big. Get Unstuck. Grow Your Business

Want to learn everything about potential changes in the Estate and Gift Tax system? Jon talks with Randall Denha, CEO of Denha and Associates, and Jim Niedzinski, Co-Founder and managing partner of Motive Wealth advisors to provide helpful insight. — Jim Niedzinski, CFP®, AIF®, is cofounder of Motive Wealth Advisors. He and his team provide fiduciary wealth management to a purposefully limited number of high net worth families in the context of deep relationships. For more than 20 years, Jim has been advising clients with complex financial situations such as those involving privately held businesses, the knottiest of executive compensation packages, and the challenges of large tax liabilities. In addition to Jim's breadth of technical knowledge, he also draws upon his two decades of experience to serve clients as their strategic advisor, helping them clarify their vision and make decisions that align with their deepest values. Jim earned a BA degree from the University of Michigan, Ann Arbor, while lettering on the varsity track team. He is a CERTIFIED FINANCIAL PLANNER™ professional and he holds the Accredited Investment Fiduciary® (AIF®) credential. PERSONAL Jim is gaga for Shannon, his wife of 18 years (they haven't missed their weekly date in over a decade). They have a teenage son and nearly-teenage daughter they adore. If you get to know the Niedzinskis, you'll find that their faith is important to them and they are active in their church community. Jim reads constantly (maybe too much—he even reads while brushing his teeth). He loves the outdoors and conditioning through CrossFit, Brazilian Jiu Jitsu, mountain biking, snow skiing, and rock climbing. While Jim enjoys his active lifestyle, he also likes that it affords him the regular guilty pleasure of apple fritters from Donut Cutter in Royal Oak. Randall A. Denha, J.D., LL.M. is the founding member of Denha & Associates, PLLC. Mr. Denha, a former partner at one of the most prestigious estate planning firms in the country, specializes in the areas of estate and personal tax planning, business and succession planning, family wealth planning, asset protection planning and integrating all of the foregoing into a truly comprehensive plan. Mr. Denha counsels high net worth individuals and families on a daily basis and is frequently called upon by these same individuals and families to assist in developing business policies and structures that will succeed to the next generation. Mr. Denha attended Wayne State University and graduated with honors with a degree in Corporate Finance. After college, Mr. Denha then went to University of Detroit School of Law where he graduated with honors with his law degree. Feeling that he still needed more education, he then attended the University of Miami School of Law and completed his masters in law (LL.M.) in estate planning. The University of Miami is regarded as the premier school in the country for its program in estate planning. During his career he lectured extensively for many groups, some of which are UBS, Wells Fargo, Met Life, Michigan Association of Certified Public Accountants (MACPA), State Bar of Michigan, Michigan State Medical Society, Detroit Medical Society and its affiliates and Michigan Osteopathic Association to name a few. Mr. Denha continues to be called by many groups and associations to lecture and provide insight into the rapidly changing environment of estate planning. Mr. Denha continues to not only lecture to the life insurance industry, CPAs, financial advisors and specialized groups, but he is a frequent contributor of articles to many publications and is often called on to provide opinions and insight into the areas in which he specializes. Mr. Denha has written articles for or contributed to many of the following, to name a few: Succession Planning chapter of Advising Closely Held Businesses in Michigan for the Institute of Continuing Legal Education; Forbes Magazine, Senior Living and Michigan Lawyers Weekly. He is a frequent co-host on the THINK Business LIVE Podcast: Mindset Edition. ---- Investment advisory services are offered through Motive Wealth Advisors, a Registered Investment Advisor with the U.S. Securities and Exchange Commission. Any material discussed is intended for informational purposes only. It should not be construed as legal or tax advice and is not intended to replace the advice of a qualified attorney or tax advisor. This information is not an offer or a solicitation to buy or sell securities. The information contained may have been compiled from third party sources and is believed to be reliable. Connect with Jon Dwoskin: Twitter: @jdwoskin Facebook: https://www.facebook.com/jonathan.dwoskin Instagram: https://www.instagram.com/thejondwoskinexperience/ Website: https://jondwoskin.com/LinkedIn: https://www.linkedin.com/in/jondwoskin/ Email: jon@jondwoskin.com Get Jon's Book: The Think Big Movement: Grow your business big. Very Big! Connect with Jim Niedzinski: Website: www.motivewa.com LinkedIn: linkedin.com/in/jimniedzinski Email: jim@motivewa.com Connect with Randall Denha: Website: http://denhalaw.com/ Blog: http://denhalaw.com/blog/

Jon talks with Karen Larson and Jamie Saunders, Co-Foundres of Clear Brand Strategies, a firm specializing in branding and marketing for wealth advisors, about the power of building your brand on today's market. Karen Larson Designer – Creative PartnerKaren Larson is a brand strategist, hands-on graphic designer, collaborator, and co-founder of LMstudio, a branding|design|art firm. Karen has built her career partnering and serving corporate and entrepreneurial businesses internationally. For the past ten years, Larson has partnered with Wealth Management and Financial Planning firms as a champion for their brands and support for all creative needs. She has built up a wealth of industry knowledge and an appreciation for the importance of long-term client relationships and communication. In her spare time, Karen serves on the board and volunteers her time as a designer for Heart 2 Hart Detroit, a homegrown non-profit serving the homeless and needy in Detroit. Larson also donates her time to help the amazing people at The Information Center, a 45-year-old non-profit organization serving Southeast Michigan. She lives just outside of Detroit, MI, with her husband, artist Robert Mirek, and her two fur babies Loki and Otis. Jamie Saunders Writer – Creative Partner Jamie Saunders is a storyteller, content creator, collaborator, and the founder of her own communications business, Saunders Says. Jamie has a passion for strategic marketing communications and, with her extensive knowledge of communications platforms, has spent years perfecting the craft of creating compelling content for all different types of industries and businesses. For her early adoption of social media as part of modern marketing strategies, Saunders has been featured in multiple publications such as Mashable for her work on evangelizing social media strategies as an integrated communications tool and Social Media Marketing All-in-One for Dummies (2nd Edition) as a successful case study on her work with Neenah, "Determining Return on Investment" in Social Media. Jamie also volunteers for the Alzheimer's Association, Georgia Chapter, and serves as the Alzheimer's Impact Movement Ambassador and the main point of in-district contact for Representative Lucy McBath. Saunders holds a Communications degree from the University of Georgia. She lives in Alpharetta, GA, with her husband Ken, her son Riley, and their dog, Lucy. Connect with Jon Dwoskin: Twitter: @jdwoskin Facebook: https://www.facebook.com/jonathan.dwoskin Instagram: https://www.instagram.com/thejondwoskinexperience/ Website: https://jondwoskin.com/LinkedIn: https://www.linkedin.com/in/jondwoskin/ Email: jon@jondwoskin.com Get Jon's Book: The Think Big Movement: Grow your business big. Very Big! Connect with Karen Larson and Jamie Saunders Website: https://www.clearbrandstrategy.com/ LinkedIn: https://www.linkedin.com/company/71831686 Facebook: https://www.facebook.com/Clear-Brand-Strategy-101977841687223

Jon and Brett Swarts talk about commercial real estate brokerage and resilience, discipline, and courage during challenging times. Connect with Jon Dwoskin: Twitter: @jdwoskin Facebook: https://www.facebook.com/jonathan.dwoskin Instagram: https://www.instagram.com/thejondwoskinexperience/ Website: https://jondwoskin.com/LinkedIn: https://www.linkedin.com/in/jondwoskin/ Email: jon@jondwoskin.com Get Jon's Book: The Think Big Movement: Grow your business big. Very Big!

The discussion revolves around the art of realistic sales forecasting, emphasizing the elimination of unsustainable leads. There's a clever analogy comparing pipeline management to pruning bushes—too much cutting can be harmful! Understanding your sales pipeline through the Four Quadrants is vital, with humor sprinkled in regarding the right tools for the job. Historical analysis is highlighted as a key to mastering sales forecasting, helping businesses identify trends and optimize their strategies for growth.

Jon talks with Kirsty Verity, CEO, and Co-Founder of REAL Coaching. She has sold over $17M in physical products on Amazon since 2013 and has coached over 1000 Amazon sellers to build their businesses with real results. Kirsty radically changed her life from corporate marketing director to multi-million dollar entrepreneur. Connect with Jon Dwoskin: Twitter: @jdwoskin Facebook: https://www.facebook.com/jonathan.dwoskin Instagram: https://www.instagram.com/thejondwoskinexperience/ Website: https://jondwoskin.com/LinkedIn: https://www.linkedin.com/in/jondwoskin/ Email: jon@jondwoskin.com Get Jon's Book: The Think Big Movement: Grow your business big. Very Big! Connect with Kirsty Verity: Website: https://www.goteamreal.com/ Instagram: https://www.instagram.com/real_amazon_coaching/ LinkedIn: https://www.linkedin.com/in/kirsty-verity/ Facebook: https://www.facebook.com/chatkirstyverity

Jon shares about paying attention to the culture of your business. As the owner of the company, be connected with your people, be likable and work hard to be one of your people to understand the culture. Connect with Jon Dwoskin: Twitter: @jdwoskin Facebook: https://www.facebook.com/jonathan.dwoskin Instagram: https://www.instagram.com/thejondwoskinexperience/ Website: https://jondwoskin.com/ LinkedIn: https://www.linkedin.com/in/jondwoskin/ Email: jon@jondwoskin.com Get Jon's Book: The Think Big Movement: Grow your business big. Very Big!

Jon talks with author of The Six Habits, Laura DiBenedetto about the power of how to form positive habits in your business and life! TEDx Speaker, #1 Bestselling author of The Six Habits and Life Mastery Coach, Laura teaches how to create the life of our dreams without sacrificing what we love. As Founder and CEO of Vision Advertising, a company that she built aged 19, she has helped hundreds of entrepreneurs build and grow profitable enterprises entirely on their terms. Connect with Jon Dwoskin: Twitter: @jdwoskin Facebook: https://www.facebook.com/jonathan.dwoskin Instagram: https://www.instagram.com/thejondwoskinexperience/ Website: https://jondwoskin.com/LinkedIn: https://www.linkedin.com/in/jondwoskin/ Email: jon@jondwoskin.com Get Jon's Book: The Think Big Movement: Grow your business big. Very Big! Connect with Laura DiBenedetto: Website: https://lauradibenedetto.com/ Instagram: https://www.instagram.com/lauraldibenedetto/ LinkedIn: https://www.linkedin.com/in/lldibenedetto/ Facebook: https://www.facebook.com/lauraldibenedetto

Jon talks with Frank Molinar, Personal Finance Expert about the ways we need to THINK about money. Connect with Jon Dwoskin: Twitter: @jdwoskin Facebook: https://www.facebook.com/jonathan.dwoskin Instagram: https://www.instagram.com/thejondwoskinexperience/ Website: https://jondwoskin.com/ LinkedIn: https://www.linkedin.com/in/jondwoskin/ Email: jon@jondwoskin.com Get Jon's Book: The Think Big Movement: Grow your business big. Very Big! Connect with Frank: frankmolinar.com or financialdominancebook.com

Jon recently talked with Andrew, host of The Destiny Awakening Interviews Podcast. In this episode, they discussed how to get Unstuck in the Business. Connect with Jon Dwoskin: Twitter: @jdwoskin Facebook: https://www.facebook.com/jonathan.dwoskin Instagram: https://www.instagram.com/thejondwoskinexperience/ Website: https://jondwoskin.com/ LinkedIn: https://www.linkedin.com/in/jondwoskin/ Email: jon@jondwoskin.com Get Jon's Book: The Think Big Movement: Grow your business big. Very Big!

Jon and special guest host Jeff Katkowsky, President of Zolman Restoration talk with Howie Busch, Founder & Dude-in-Chief of DudeRobe, about the power of launching a brand, it's personality and scaling your business through the pandemic. Howie Busch is a seasoned Inventor, Entrepreneur, Advisor & Attorney who has experienced success in a number of related businesses. Mr. Busch designs and develops innovative consumer products, which he typically licenses to leaders in the appropriate industry. Inventions Include: DudeRobe – Re-designed & re-engineered the bathrobe into something guys today will actually want to wear. Ran successful Kickstarter campaign that was nearly 300% funded & is now appearing on Shark Tank. On-Hand Pillow & World's Smallest Travel Pillow – Sold in airports around the world. Ugly Christmas Blankets – The perfect holiday gift for that hard to shop for person in your life. Wall Wobblers – The bobblehead for your wall. Before becoming an Inventor, these are some other things Howie has done: – One of the "godfathers" of the bathroom advertising industry, Mr. Busch sold his interest in his indoor advertising company to attend law school. – By the time his second year of law school rolled around, he was negotiating NFL contracts for players like 1st Round Draft Pick Tim Green. – Negotiated UNDER ARMOUR'S first pro sports license with the NFL. – Helped little known NFL player Bill Goldberg get into professional wrestling, where he became GOLDBERG, one of the most successful and highly compensated wrestlers of all time. – Negotiated multiple World Series of Poker deals with ESPN. – Represented numerous sports broadcasters, producers and production companies, negotiating deals with ESPN, NBC, CBS, ABC, Turner, etc. Connect with Jon Dwoskin: Twitter: @jdwoskin Facebook: https://www.facebook.com/jonathan.dwoskin Instagram: https://www.instagram.com/thejondwoskinexperience/ Website: https://jondwoskin.com/LinkedIn: https://www.linkedin.com/in/jondwoskin/ Email: jon@jondwoskin.com Get Jon's Book: The Think Big Movement: Grow your business big. Very Big! Connect with Howie Busch: Website: https://duderobe.com/ Facebook: https://www.facebook.com/DudeRobe/ Instagram: https://www.instagram.com/duderobe/