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

Join us in this BREWtiful day as Jon and David Fishman, Owner of Cadillac Travel Group, talk about travelling in COVID 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!

Jon and Jim talk about how to build your wealth with Maria Montie, Managing Partner at ShindleRock. Maria specializes in tax planning and compliance for individuals, estates, trusts and mid-market businesses. Adept at interpreting tax legislation and its myriad applications, Maria works with clients to maximize their tax advantage and establish strategies for gifting and estate planning. She is a trusted strategic advisor to clients ranging from business owners in service-based industries and professional practices to high net worth individuals. She also leads the firm's litigation support team, assessing value and damages for clients involved in matters such as business disputes, marital dissolution, and business acquisitions. She assists legal teams with report preparation and analysis, tracing of assets, asset valuation, investigation of financial statements, and expert testimony in court if necessary. Maria is a member of the American Institute of Certified Public Accountants, the Michigan Association of Certified Public Accountants, and has earned accreditations as an MAFF (Master Analyst in Financial Forensics) and a Certified Valuation Analyst. She holds a Bachelor of Science in Business Administration from Lawrence Technological University and Masters of Science in Taxation with a concentration in Estate Planning from Walsh College. Maria was named to the ""Accounting Today"" 2013 Managing Partner Elite list and was the organization's Accountant of the Month in October 2011. She is a rock climbing enthusiast who stays in shape on the ground with regular Cross Fit workouts. 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 Maria Montie: Website: https://www.shindelrock.com/ Facebook: https://www.facebook.com/shindelrock/ LinkedIn: https://www.linkedin.com/company/shindelrock/ Instagram: https://www.instagram.com/shindelrock

What would you do when your business idea doesn't take off? In today's Q&A episode, Jon answers the question "If I have a business idea and it doesn't take off within a year, should I just move on?" 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 Henry Daas, Principal and Entrepreneurial Coach of daasKnowledge, about defining what does an entrepreneur looks like today in times of COVID. I started my first biz in 1991 selling, installing, servicing and financing computers to large corporations. Since then I have founded a succession in firms in the e-commerce, finance, real estate and consumer products spaces. For much of the past decade, I have taken my experience as an entrepreneur and used it as a platform to coach other business owners and founders. In addition, in 2019, I self-published a 432-page book on everything you need to know about how to grow and manage your money. I offer a 20-week course where I teach it to you, one-on-one. I also run curated masterminds on business and finance. In my infinite leisure, I write screenplays (for fun), play golf, travel (when not on lockdown), play Catan with my three boys, and do other fun stuff… 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 Henry Daas: Twitter: @daasknowledge Facebook: https://www.facebook.com/coachdaas Instagram: @daasknowledge Website: https://www.daasknowledge.com/ LinkedIn: https://www.linkedin.com/in/henrydaas/ Email: henry@daasknowledge.com

Jon talks with the leadership team at Berkadia, Ernest Katai, Keith Misner, Mike Miner and Dori Nolan, about real estate, the market, leadership and the power of teamwork! Ernest Katai Executive Vice President, Head of Production Ernest Katai is Executive Vice President, Head of Production and a member of Berkadia's Management Committee. In this role, Mr. Katai oversees approximately 240 experienced mortgage bankers and investment sales advisors. Under his leadership, the company's mortgage banking division has grown by 90 percent, while investment sales have increased by 103 percent. In 2019, Berkadia's combined production volume of loan origination, investment sales and JV equity placements exceeded $36 billion. Mr. Katai has been with Berkadia and its predecessors' companies for more than 25 years, working as a leading mortgage banker throughout his tenure. Prior to his current position, Mr. Katai led the Detroit Office to the top originating office in the State of Michigan. The office now regularly produces mortgage banking and investment sales volume of approximately $2 billion annually. Mr. Katai has an extensive background in loan origination that includes construction lending, interim loans, structured loans, tax free financing, joint ventures and equity investments. Mr. Katai has originated transactions with more than 50 capital sources including multiple life companies, credit companies, banks, conduits, and pension funds. Previously, Mr. Katai did construction lending for Comerica Bank and real estate structured credit financing for Ford Motor Credit. Keith Misner Senior Vice President, Head of Investment Sales Keith Misner is Senior Vice President, Head of Investment Sales and a member of Berkadia's Management Committee. In this role, he is responsible for accelerating the growth of the firm's national investment sales platform and coordination of all operating aspects, including recruiting. Mr. Misner has more than 30 years of national commercial real estate experience with success in investment sales, asset management and development aspects in both public and private owner/investor firms and major service providers. Prior to Berkadia, Mr. Misner served as Senior Vice President and Portfolio Manager at Abacus Capital Group LLC for the newly established Abacus Core Investment Fund I LP. Previously, he was Senior Vice President of Transactions at AIMCO, the Denver-based nationally active REIT. During his career, Mr. Misner has also worked in senior leadership roles at Grubb & Ellis, CBRE, and Cushman & Wakefield where from 2003 to 2010, he was a national leader. Mike Miner Vice President – Investment Sales Operations In this role, Mr. Miner oversees a team of more than 90 support staff that focus on delivering high quality deal marketing collateral, research, and financial analysis in support of closing over 400 transactions annually. Additional Mr. Miner focuses on establishing a technology forward IS platform working closely with the Innovation team to develop Berkadia tailored deal marketing, CRM, and email marketing products. Finally, Mr. Miner also supports Investment Sales' strategic initiatives which include expanding institutional client outreach and growing Investment Sales through recruiting new brokers. In 2018, Berkadia's Investment Sales volume totaled $8.3 billion which was a record year. This year's volume YTD is up 13% compared to the same time frame last year. Previously, Mr. Miner worked in strategy consulting at McKinsey and Company where he worked with clients on strategic roadmaps and operational and organizational transformations across multiple industries. Mr. Miner has a Bachelor of Science in business management from Brigham Young University and a Masters of Business Administration in management and strategy from Kellogg Graduate School of Management at Northwestern University. Dori Nolan SVP, National Client Services Dori is key to the production leadership team as Senior Vice President of National Client Services. She has extensive multifamily transaction expertise and industry-wide relationships. Her primary focus entails coordinating Berkadia's Investment Sales, Mortgage Banking, and other Berkadia services for Berkadia's most active multi-market and/or institutional apartment capital sources. She leads a national initiative to continue to grow business relationships with current clients and new clients, helping them to better understand the full potential of Berkadia's services. She is also responsible for collaborating with Berkadia's Investment Sales and Mortgage Banking specialties to improve customer support programs and enhance customer service satisfaction. Dori was previously a partner with Capri Capital Partners where she was responsible for all investment activities including acquisitions, dispositions, and financing efforts. Discussed during this episode: Brené Brown: The Power of Vulnerability Brené Brown: Listening to Shame Brené Brown: The Call to Courage 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 the Berkadia Team: Website: https://www.berkadia.com/ Twitter: https://twitter.com/berkadia LinkedIn: https://www.linkedin.com/company/berkadia/ Facebook: https://www.facebook.com/berkadia Instagram: https://www.instagram.com/berkadia/

Join us in this BREWtiful day as Jon and Sari Cicurel, PR Specialist, talk about growing your business with PR. 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 Laurie Barkman, Strategic Growth Advisor of SmallDotBig, about how business owners get more time back in their lives. Laurie Barkman is the founder and CEO of SmallDotBig, a strategic advisory firm. She helps business owners get more time back in their lives, create value in their business, and have more options for their future. Laurie has more than 25 years of experience scaling companies and is the former CEO of a $100 million business acquired by FedEx. She is an Adjunct Professor of Entrepreneurship at Carnegie Mellon University and hosts a podcast called Succession Stories. 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 Laurie Barkman: Twitter: @lauriebarkman Facebook: https://www.facebook.com/laurie.barkman/ Instagram: @lauriebarkman Website: https://smalldotbig.com/ LinkedIn: https://www.linkedin.com/in/lauriebarkman/ Email: lbarkman@smalldotbig.com

Join us in this BREWtiful day as Jon and Sari Cicurel, PR Specialist, talk about how PR can grow your 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 Jeff talk with Gary Rosenberg – Director, Life, and Benefits Division at Paragon Underwriters, Inc., about the insurance needs every company needs to be thinking about as they grow their business. Gary Rosenberg, a native Detroiter, holds the Certified Financial Planner® designation from The College for Financial Planning as well as Chartered Life Underwriter from The American College. In 2004, he earned the designation Certified in Long Term Care. Promoted to Manager of Paragon's Life and Benefits Division in 2004, then named Director in 2008, Gary's areas of practice include disability insurance, life insurance, long-term care, employee benefits, Medicare supplements, business continuity planning, and estate planning. He especially enjoys working with closely held businesses and professionals. Gary is a sought-after speaker for accounting, legal and financial planning groups. He led the team that developed the Internet's first self-serve, instant-fulfillment disability and life insurance website. After attending Michigan State University, Gary enjoyed a career as a musician and entertainer for a decade. Gary and his highly intelligent, dynamic, and beautiful wife of 35+ years, Jan, live in Huntington Woods where they raised three good-looking, insightful, and talented children. He focuses his leisure time on family and songwriting since he crushed his golf 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! Connect with Gary Rosenberg: Website: https://www.paragonunderwriters.com/ Facebook: https://www.facebook.com/Paragon-Underwriters-Inc-96757911587/ LinkedIn: https://www.linkedin.com/company/1221847/ Twitter: https://twitter.com/proinsure?lang=en

How do you achieve success? Do you maintain some good relationships with your employees? In today's Q&A episode, Jon answers the question "What do you think is the importance of maintaining good and positive relationships with your employees, employers and co-workers to achieve more success?" 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!