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

Jon and Jim talk with Jay Close, Co-Founder of Motive Wealth Advisors, about "sustainable investing." This topic has surged dramatically in 2020; and is likely to become even more popular under the current administration. Come learn what it means for your portfolio – What Jim Niedzinski has to say about fellow Managing Director Jay Close… What He Does Jay Close, CFA, CFP®, directs our investment strategy and oversees the management of our clients' portfolios. He creates custom investment solutions that are mosaics of our clients' needs and values, insights from independent research sources, and our best ideas. Who He Is What stands out to me about Jay is his incredibly rare combination of complementary skills and his integrity in their application. First, Jay is, to be certain, a true technician. He finds research and analysis fun like most people might enjoy a good novel or night on the town. Yet Jay isn't content, as many intellectuals are, to merely learn — Jay is a doer, driven to apply his discoveries. Finally — and this is what makes Jay a truly rare bird — he isn't just satisfied with deeply intellectual pursuits, or the effective application of his work, but ultimately Jay finds fulfillment in making a meaningful difference in the lives of others. Jay's Qualifications Since 2006, Jay has been serving wealthy families as a fiduciary, managing their investments within the context of coordinated financial plans. Jay previously managed client portfolios totaling over $1 billion as the Director of Investments of a privately held wealth management firm. Before Motive, Jay served as a Senior Portfolio Manager in the Private Asset Management division of a Fortune 100 financial services firm. Based in Ann Arbor, his practice focused on serving the needs of high net worth faculty and physicians at The University of Michigan. Jay is a CFA charterholder and CERTIFIED FINANCIAL PLANNER™ professional. He graduated magna cum laude from Western Michigan University with a major in Personal Financial Planning. Jay's Personal Life Jay's family includes his wife Jackie (truly his better half) and their three adorably rambunctious daughters. After living in Beverly Hills, Michigan, for many years, the Close Family moved to Brighton Township where they're surrounded by extended family, big sunrises, and sandhill cranes. If Jay isn't exploring the woods with his family, he's probably reading, or fiddling with a chisel and plane, intent on becoming a more capable woodworker. Investment advisory services are offered through Motive Wealth Advisors, a DBA of tru Independence Asset Management, 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 Jay Close: Website: https://motivewa.com/

Jon and Sande Golgart, President of Zonez, Inc. talk about what the workspace looks like post COVID. Sande is a disruptive technology and business enthusiast. He is passionate about helping companies solve their biggest issues. Prior to his role as President at Zonez, Sande held the roles of Chief Sales Officer at Emagispace, Inc., SVP, Corporate Sales as well as Regional Vice President during his 16-year career at Regus, the world's largest provider of flexible workspace. Sande is often quoted on real estate issues and trends affecting businesses from start-ups to the Global 1000. He has been featured on Fox Business News, ABC News, Los Angeles Times, Sacramento Bee, Seattle Post Intelligencer, Puget Sound Business Journal, and various other media outlets. 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 Sande Golgart: Website: https://zonez.com/ LinkedIn: https://www.linkedin.com/in/sande-golgart-3078787/

Jon talks with CEO of BizzieGold.com. Bizzie Gold is one of the world's top Wellness Experts, she has appeared on The Dr. Oz Show, TODAY, E!, EXTRA, ABC NEWS to discuss her unique approach to sustainable transformation that has garnered widespread Hollywood praise. (past clients include Julia Roberts + Jennifer Love Hewitt, among others). One of the world's top Personal Development + Wellness Experts, Bizzie Gold has appeared on The Dr. Oz Show, TODAY, E!, EXTRA, Home & Family, Bethenny, ABC NEWS, and MSNBC to discuss her unique approach to sustainable transformation that has garnered widespread Hollywood praise (past clients include Julia Roberts + Jennifer Love Hewitt, among others). Gold's off-the-cuff humor and focus on diligent accountability, help clients achieve striking breakthroughs in record time. An industry disruptor to the core, Gold is bulldozing the model of """" coaching"""" that financially preys on countless people across the globe, replacing it with a sustainable model that puts the clients swift breakthrough at the forefront of all sessions. 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 Bizzie Gold: Websites: www.breakmethod.com and www.theselfstudy.com Twitter: www.twitter.com/Bizziegold Instagram: www.instagram.com/Bizziegold LinkedIn: www.LinkedIn.com/bizziegold Facebook: Facebook.com/bizziegold

On this SPECIAL HOLIDAY Edition of THINK Business Exclusives (Getting to the SOUL of Business), Jon goes in-depth with Terry Dunken, Founder and CEO at Mass Tort Institute Listen to the soulful work Terry Dunken does everyday. His inspiring words, passion and journey will help you clarify your own path for fulfillment and success. Terry Dunken is a serial entrepreneur and mass torts business practitioner. He is currently managing partner of the Dunken Law Firm, founder of the Mass Tort Institute, and author of Mass Tort Secrets. As a young native Texan, Terry was an exceptional baseball and football player with professional prospects, but his entrepreneurial aspirations drove him to become a CPA instead. Despite his natural grasp on financial planning, Terry knew he could do more to help others than to crunch their numbers, and soon got his law degree from the University of Houston. He has secured favorable settlements for victims in thousands of complex and high-profile cases. When not working tirelessly for victims of corporate malfeasance, Terry enjoys reading and traveling with his wife of 45 years. Terry is a board member of Girls With Grit, a non-profit organization promoting the rights of human trafficking victims. He recognizes that there is no limit to human tragedy and suffering, but wholeheartedly believes we can do more. That core value system inspired the Mass Tort Institute and will ensure his further success as an innovator and advocate. 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 Terry Dunken: Website: https://www.masstortinstitute.com/ Twitter: https://twitter.com/MassTortInst Instagram: https://www.instagram.com/masstortinstituteacademy/ LinkedIn: https://www.linkedin.com/company/mass-tort-institute/ Facebook: https://www.facebook.com/masstortinstituteacademy

Interview 1 – Thomas Kim: Thomas Kim is an entrepreneur and investor with a focus on real estate and small businesses with high growth strategies. He's the Founder and CEO of Everclean, a modern, branded car wash. Its social mission is to enrich lives through opportunity and holistic mentorship. He and his wife, Evelyn, make their home in the Chicago suburbs. His proudest accomplishment is raising three teenage foster children. Hobbies include any sport under the sun (except long-distance running), foreign travel, motorcycles, and high-fiber breakfasts. He has an MBA from the University of Chicago Booth School of Business and a BS in Engineering from the University of Illinois at Urbana-Champaign. Interview 2 (20:55) – Anne Gannon: Anne Gannon is the Principal at The Largo Group. The Largo Group offers innovative accounting and bookkeeping solutions to businesses and individuals. In 2016 The Largo Group's revenue has grown 75% year-over-year for the last 5 years. The Largo Group has over 500+ customers from Alaska to Maine and a team size of 8. Anne is often tapped by press as an expert in PPP loans for business. The Largo Group is perfect for those looking for specialized monthly bookkeeping, tax services, and business consulting focused on improving efficiencies and the bottom line. The uniqueness of our firm is that Anne is the sole owner as most accounting firms are partnerships. We are set up as a corporate model. If we win, the team wins. 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 Thomas Kim:Website: http://evercleancw.com/ Twitter: https://www.twitter.com/evercleancw Instagram: https://www.instagram.com/evercleancw LinkedIn: https://www.linkedin.com/evercleancw Facebook: https://www.facebook.com/evercleancw Connect with Anne Gannon: Website: https://www.thelargogroup.com/ Facebook: https://www.facebook.com/THELARGOGROUP/ Instagram: https://www.instagram.com/thelargogroup/ LinkedIn: https://www.linkedin.com/company/the-largo-group

In today's episode of Business Planning 101, Jon shares the importance of creating a template for a Business Plan. 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 shares the key to every successful business is to connect with people while managing them. 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!

In today's episode of Business Planning 101, Jon shares the importance of creating Personal Goals. 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 Jared Rothberger about how Jan-Pro Detroit is helping businesses and homeowners disinfect their spaces. During the Coronavirus pandemic, Jan-Pro has completely pivoted its janitorial services focus on Enviroshield disinfecting, which typically takes about an hour and is a minimally-invasive process. Jan-Pro offers both decontamination services after someone has tested positive for COVID-19 and preventative services to protect surfaces for up to six months. Jared Rothberger is co-owner of Jan-Pro Detroit, a franchise of Jan-Pro. Jan-Pro realizes the test every cleaning company must pass is whether the value of its service is worth the cost. That is why Jan-Pro's goal is to provide the highest quality, most up-to-date, professional commercial cleaning service at the best possible price. Jan-Pro will tailor each cleaning program to meet your individual needs, assuring you a better value for your money. At Jan-Pro you pay only for the cleaning services that you want. Jan-Pro® owner/operators are dedicated to providing consistent, reliable service on an ongoing basis. 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 Jared Rothberger: Website: https://jan-pro.com/detroit/ Facebook: https://www.facebook.com/JANPROSouthfieldMI/ Twitter: https://twitter.com/janprodetroit Pinterest: https://www.pinterest.com/janprodetroit/

From Blow Pops to Forbes' Best Small Companies! Rob Dube got his start selling Blow Pops out of his locker in high school and is President and Co-founder of imageOne, which was ranked on the 2017 list of Forbes Small Giants: America's Best Small Companies. Throughout Rob's 26 years experience, he has developed an unwavering passion for delivering extraordinary experiences that positively impact the lives of his team members, the goals of their customers, and the fabric of the community — a unique approach to business that has driven the company to success in its industry and as a top workplace. Rob is also the author of donothing™: the most rewarding leadership challenge you will ever take, set for release in early 2018, and founder of the upcoming donothing™ leadership silent retreat. 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 Rob Dube: Twitter: @robddube Website: www.imageoneway.com Email: rdube@imageoneway.com LinkedIn: www.linkedin.com/in/robdube His TEDx Talk https://www.youtube.com/watch?v=jQ_rgKop-Bc And his book and retreat: http://www.donothingbook.com