The Agent of Wealth

Ready to explore the secrets of successful franchising? In this episode of The Agent of Wealth Podcast, host Marc Bautis is joined by John Hewitt, a renowned American entrepreneur with over 50 years of experience. Hewitt is best known for his success in the tax preparation industry, having founded two of the largest tax preparation companies in the United States, Jackson Hewitt and Liberty Tax. Both companies represent two of the top 100 largest retail organizations in North America!

John Hewitt is also the best-selling author of iCompete: How My Extraordinary Strategy For Winning Can Be Yours and the CEO of Loyalty Brands.

Tune in to explore the secrets of successful franchising!

In this episode, you will learn:

• John Hewitt’s journey from tax preparation to founding franchises.
• The common challenges of starting a franchise in the 21st century.
• How franchisees can create well-established systems (and constantly improve them).
• How to acquire your first franchise, including financing options and startup costs.
• How to know if franchising is right for you.
• And more!

Resources:
Episode Transcript & Blog | www.loyaltybrands.com | [email protected] | iCompete: How My Extraordinary Strategy For Winning Can Be Yours | Bautis Financial: 8 Hillside Ave, Suite LL1 Montclair, New Jersey 07042 (862) 205-5000 | Schedule an Introductory Call

Picture this: You’re working hard and generating income, but still it feels like you’re treading water – never getting ahead. If this sounds familiar, it could be your spending habits holding you back.

In this episode of The Agent of Wealth Podcast, host Marc Bautis distinguishes the difference between wants and needs. Whether you’re struggling to differentiate between wants and needs in your own life, or seeking strategies to align your spending with your financial goals, this episode will help you pave the way towards a better financial future.

In this episode, you will learn:

• The distinction between wants and needs, and how doing so empowers effective financial prioritization.
• What to do when the lines are blurred between wants and needs.
• What the 50/30/20 budgeting rule is, and how it promotes financial stability.
• How to align your spending habits with your values and priorities.
• How to conduct a wants vs. needs audit to align your financial decisions with your long-term goals.
• And more!

Resources:
Episode Transcript & Blog | Bautis Financial: 8 Hillside Ave, Suite LL1 Montclair, New Jersey 07042 (862) 205-5000 | Schedule an Introductory Call

In this episode of The Agent of Wealth Podcast, host Marc Bautis is joined by Michael Arries. Michael is an experienced advisor in the field of precious metals, having traded gold and silver for almost 25 years. In 2010, he embarked on his professional career with McAlvany Precious Metals, a family-owned business with a 50-year legacy in the industry. Renowned for their unwavering integrity, time-tested strategy, and personalized service, McAlvany represents the pinnacle of excellence among precious metals firms.

In this episode, you will learn:

• Everything you should know about silver and gold, including how they are differentiated.
• The various factors affecting the prices of gold and silver, including currency devaluation, geopolitical tensions, and market uncertainties.
• The various methods of buying and selling precious metals, focusing on physical ownership of coins and bars, along with storage options in secure depositories.
• How precious metals are compared to other assets, like real estate.
• And more!

Resources:
Episode Transcript & Blog | Call Michael: (970) 459-4611 | mcalvany.com/michael | Bautis Financial: 8 Hillside Ave, Suite LL1 Montclair, New Jersey 07042 (862) 205-5000 | Schedule an Introductory Call

In this episode of The Agent of Wealth Podcast, host Marc Bautis is joined by Dr. Jeff Anzalone, a periodontist who teaches a unique prescription for success centered around mindset shifts.

Dr. Jeff Anzalone shares his transformative journey from a practicing periodontist to a leading advocate for holistic wealth. Discover the pivotal moment that sparked Dr. Anzalone's realization that traditional income sources weren't enough to secure his family's future, and learn how he embarked on a mission to diversify his income streams through real estate investing.

Gain valuable insights into the importance of nurturing relationships and prioritizing physical health on the path to holistic wealth. Dr. Anzalone's wisdom and practical advice will inspire you to redefine success and take actionable steps towards building a life of abundance and fulfillment.

In this episode, you will learn:

• The importance of securing multiple streams of income (beyond a single career) for long-term financial stability.
• How to embrace a holistic approach to wealth – one that involves prioritizing health and nurturing relationships alongside financial prosperity.
• Why over 90% of affluent individuals leverage real estate.
• Why having a strong "why" is essential for driving action and perseverance in pursuing financial freedom.
• And more!

Resources:
Episode Transcript & Blog | DebtFreeDr.com | Bautis Financial: 8 Hillside Ave, Suite LL1 Montclair, New Jersey 07042 (862) 205-5000 | Schedule an Introductory Call

In this episode of The Agent of Wealth Podcast, host Marc Bautis is joined by Nick Hutchinson, owner of BookThinkers, host of BookThinkers: Life Changing Books, and author of Rise of the Reader: Strategies For Mastering Your Reading Habits and Applying What You Learn. Nick has dedicated his life to helping millions of readers take action on the information they learn and rise to their potential through his books, speaking, and personal brand as a whole.

Nick Hutchinson's journey from someone who wasn't much of a reader to a dedicated reader and advocate for personal development through books shows that reading habits can be developed over time. Even if you haven’t been an avid reader in the past, tune in to discover how you can cultivate a habit of regularly reading.

In this episode, you will learn…

• How to actually take action on every book that you read.
• How to use the SMART goal-setting framework for your reading.
• How to read effectively and take notes.
• How delayed gratification applies to reading, and the benefits of sacrificing immediate pleasures for long-term growth.
• And more!

Resources:
Episode Transcript & Blog | Rise of the Reader: Strategies For Mastering Your Reading Habits and Applying What You Learn | BookThinkers | BookThinkers: Life Changing Books | Bautis Financial: 8 Hillside Ave, Suite LL1 Montclair, New Jersey 07042 (862) 205-5000 | Schedule an Introductory Call

Books Mentioned:

Die With Zero: Getting All You Can from Your Money and Your Life | Simple Wealth, Inevitable Wealth: How You and Your Financial Advisor Can Grow Your Fortune in Stock Mutual Funds | Rich Dad Poor Dad: What the Rich Teach Their Kids About Money That the Poor and Middle Class Do Not! | Think and Grow Rich | The 7 Habits of Highly Effective People: Powerful Lessons in Personal Change

In this episode of The Agent of Wealth Podcast, host Marc Bautis is joined by Jen Paterson, Founder of Dollar Divas, a money coaching company that supports female entrepreneurs or mompreneurs who need financial assistance with their businesses.

Jen recounts her journey from being a financial advisor to recognizing the lack of tailored financial education for women, prompting her to establish Dollar Divas. Through open discussions and workshops, Jen aimed to create a non-threatening environment where women could address their financial concerns and learn essential money management skills. The concept of "paying yourself" emerged as a central theme, emphasizing the deliberate allocation of revenue towards personal income, business reinvestment, and savings, with Jen offering step-by-step guidance on implementation.

In this episode, you will learn:

• Practical steps for implementing the "Pay Yourself" concept, which emphasizes the importance of intentional revenue allocation towards personal income, business reinvestment, and savings.
• How entrepreneurs can navigate fluctuating income by adopting percentage-based allocation rather than fixed amounts.
• How societal influences contribute to women's perceived financial inadequacy and tendency to prioritize others over themselves.
• How women can manage their finances with practical tools and accountability.
• And more!

Resources:
Episode Transcript & Blog | dollardivas.org | Bautis Financial: 8 Hillside Ave, Suite LL1 Montclair, New Jersey 07042 (862) 205-5000 | Schedule an Introductory Call

In the fast-paced world of entrepreneurship, achieving success often comes with its own set of challenges. From managing business operations to maintaining personal well-being, entrepreneurs face a myriad of obstacles on their journey to success. In this episode of The Agent of Wealth Podcast, host Marc Bautis sat down with special guest Dr. Lance Knaub. The best-selling author of The 4% Break-Thru, Dr. Knaub helps overwhelmed entrepreneurs with 6-figure businesses avoid burnout, and instead create the life they love while scaling by developing a leadership team and creating a self-sufficient business that is an asset.

Dr. Knaub brings a wealth of experience to the table, having transitioned from being a physical therapist to becoming a successful business owner and leadership coach. His journey is not only inspirational but also educational.

In this episode, you will learn:

• How to identify early signs of burnout and prioritize self-care to prevent exhaustion and maintain mental well-being.
• The significance of delegating tasks, documenting processes, and hiring the right people to support business growth and sustainability.
• The necessity of strategic planning in achieving business goals, including developing clear objectives, prioritizing tasks, and allocating time effectively for long-term success.
• Insights into setting boundaries, prioritizing self-care, and making time for personal activities to achieve a healthy work-life balance while pursuing entrepreneurial endeavors.
• And more!

Resources:
Episode Transcript & Blog | Denali Consulting | The 4% Break-Thru | Download a Free Workbook Companion Guide to Lance’s Best-Selling Book | | Bautis Financial: 8 Hillside Ave, Suite LL1 Montclair, New Jersey 07042 (862) 205-5000 | Schedule an Introductory Call

Getting a client is just the beginning. To successfully retain a client for life, business owners should seek to exceed the client’s expectations — turning them into advocates. In this episode of The Agent of Wealth Podcast, host Marc Bautis is joined by Richard Weylman, a business expert, serial entrepreneur, author, philanthropist, and keynote speaker. Tune in to discover how you can build rock-solid relationships that turn clients into delighted advocates for your business.

In this episode, you will learn:

• What the Great Re-evaluation® is, and what it means for businesses and professionals.
• What sets a business apart from the competition.
• How any professional can make sure they are meeting the expectations of prospects and clients.
• The everyday phrase that can make or break your customer relationship (without you realizing it).
• And more!

Resources:
Episode Transcript & Blog | www.richardweylman.com | 100 Proven Ways to Acquire and Keep Clients for Life | The Power of Why: Breaking Out in a Competitive Marketplace | Bautis Financial: 8 Hillside Ave, Suite LL1 Montclair, New Jersey 07042 (862) 205-5000 | Schedule an Introductory Call

In this episode of The Agent of Wealth Podcast, host Marc Bautis is joined by Martin Salama, a life coach and author that specializes in helping people frustrated in their life quickly shift their mindset to uncover their greatness. The key to his success is he’s mastered the ability to Live Incredibly Full Everyday, which he turned into the acronym L.I.F.E. and created the Warriors L.I.F.E. coaching program based off of.

In this episode, you will learn:

• How to build emotional strength and keep your feelings from ruling your actions.
• What it means to Live Incredibly Full Everyday.
• Common triggers that provoke frustration or anger, and how to deal with them.
• How to maintain a positive outlook through daily habits and rituals.
• And more!

Resources:
Episode Transcript & Blog | Connectwithmartin.com | Bautis Financial: 8 Hillside Ave, Suite LL1 Montclair, New Jersey 07042 (862) 205-5000 | Schedule an Introductory Call

Banks and financial institutions aren’t the only ones able to own mortgage notes: You could buy and own notes, making you the one receiving the monthly payments. This lesser-known yet incredibly powerful avenue is called mortgage note investing.

In this episode of The Agent of Wealth Podcast, host Marc Bautis is joined by guest Fred Moskowitz to discuss valuable insights into diversifying investments through mortgage notes. Fred is an author, entrepreneur and speaker who is on a personal mission to teach people about the power of investing in alternative asset classes, such as mortgage notes.

Fred is an entrepreneur, speaker and author of The Little Green Book Of Note Investing: A Practical Guide for Getting Started with Investing in Mortgage Notes. In this book, Fred publishes his concise yet definitive guide for new investors seeking to learn about this market niche. The Little Greek Book of Note Investing is filled with practical advice, motivational case studies and best practices for aspiring investors.

In this episode, you will learn:

• What mortgage note investing is, and how to invest in mortgage notes.
• The advantages of investing in a mortgage note fund.
• Tips for due diligence on mortgage notes.
• Emerging trends in the world of mortgage note investing.
• And more!

Resources:
Episode Transcript & Blog | The Little Green Book Of Note Investing: A Practical Guide for Getting Started with Investing in Mortgage Notes | www.FredMoskowitz.com | Bautis Financial: 8 Hillside Ave, Suite LL1 Montclair, New Jersey 07042 (862) 205-5000 | Schedule an Introductory Call