The Agent of Wealth

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

Tax season is overwhelming, as it often feels like we’re navigating a labyrinth of paperwork and regulations. That’s why this episode of The Agent of Wealth Podcast is dedicated to preparing for a successful tax season. As host Marc Bautis explores the nuances of tax preparation, he covers three comprehensive guides aimed at serving as your go-to resources during this tax season. Whether you’re looking to maximize your tax return or for guidance on streamlining the process, tune in to this episode for valuable insights.

In this episode, you will learn:

• What documents to gather before filing your taxes.
• What Adjusted Gross Income is.
• What Modified Adjusted Gross Income is.
• How MAGI and AGI affect your taxes.
• How to determine if you can make a deductible IRA contribution.
• Questions you should ask your accountant at tax time.
• And more!

Resources:
Episode Transcript & Blog | Checklist: Documents to Collect For Filing 2023 Tax Returns | Flowchart: Can I Make a Deductible IRA Contribution? | Guide: How AGI and MAGI Affect Your Taxes | Bautis Financial: 8 Hillside Ave, Suite LL1 Montclair, New Jersey 07042 (862) 205-5000 | Schedule an Introductory Call

A whopping 97% of day traders lose money in less than a year, and day traders lost a total of $1.14 billion during the pandemic. That’s why Apex Investing equips day traders with the tools and support they need to succeed. In this episode of The Agent of Wealth Podcast, host Marc Bautis is joined by Darrell Martin, a self-taught futures day trader and Founder and CEO of Apex Trader Funding and Apex Investing.

In this episode, you will learn:

• What day trading is, and what makes a day trader successful.
• How day traders can put a plan in place to avoid catastrophic losses.
• How psychology and mindset impacts trading decisions.
• How to start day trading.
• And more!

Resources:
Episode Transcript & Blog | Apextraderfunding.com | Apex Investing Institute | Code: SAVE50 | 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, the Bautis Financial team discusses the most recent book assignment in their monthly Book Club, Deep Work: Rules for Focused Success in a Distracted World by Cal Newport.

Deep work should be considered a superpower in our increasingly competitive twenty-first century economy, yet most people have lost the ability to go deep – instead, spending their days in a frantic blur of emails and social media, not even realizing there's a better way.

In this episode, we discuss:

• What it means to “work deeply.”
• The power of deep work.
• The four "rules," for transforming your mind and habits to support this skill: Work deeply, embrace boredom, quit social media, drain the shallows.
• And more!

Resources:
Episode Transcript & Blog | Deep Work: Rules for Focused Success in a Distracted World | Listen to All Bautis Financial Book Club Episodes | 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 Brian Curcio, co-founder of the financial literacy tool Rapunzl.

With a free financial literacy curriculum and teaching training program, Rapunzl is helping to bridge the country’s economic divide by empowering students to view the world as investors and succeed in financial services careers. The aim of the EdTech program is to simplify finance and level the playing field for regular people.

Today, Brian joins Marc to discuss how Rapunzl helps students take back control of their own financial futures.

In this episode, you will learn:

• What Rapunzl is, including insights into the financial literacy curriculum.
• How Rapunzl benefits students and educators.
• How financial education will transform over the coming years.
• And more!

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

Starting the new year with a concise, effective financial plan is like setting sail with a clear destination in mind. Picture this: A single page that holds the potential to transform your financial future.

In a world where complexities often overwhelm, a one-page financial plan provides clarity, guiding you through the maze of budgeting, investing, and securing your financial goals. Join The Agent of Wealth Podcast host Marc Bautis on a journey to unravel the incredible power in this seemingly modest tool.

In this episode, you will learn:

• The power of simplicity in financial planning.
• What a one-page financial plan is, and how it differs from more traditional forms of financial planning.
• What’s included in a one-page financial plan.
• Compelling reasons as to why you should have a one-page financial plan.
• How to get started in creating a one-page financial plan.
• And more!

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

On March 2, 2017, at the age of 55, Alan Thomas stepped on the scale and it read 304 pounds. Fast forward 260 days, he stepped on the same scale and weighed 175 pounds. He conquered a lifelong battle with obesity in 260 days. His wife, Angie, also lost 63 pounds in 190 days.

In this episode of The Agent of Wealth Podcast, host Marc Bautis is joined by Alan and Angie Thomas to share their personal stories and explain how they coach their clients to lose weight through the process of “Rethink Dieting.”

In this episode, you will learn:

• Alan’s “aha moment” that catapulted his 129 pound weight-loss transformation.
• How to begin a weight-loss transformation that lasts.
• How Alan and Angie combined forces to encourage each other through the process of shedding weight.
• How much your weight problem could cost you in your business or your career.
• How to “Rethink Dieting.”
• And more!

Resources:
Episode Transcript & Blog | transformmyfuture.com/agentofwealth | 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 Matt Raad, a professional speaker, eBusiness expert, and acquisitions advisor with a unique skill set. He has spoken at various eBusiness events and conferences worldwide, focusing on topics such as business investing, mergers and acquisitions, website investing, and SEO. Additionally, he provides guidance on business growth, online strategy, and life balance.

Today, Marc and Matt discuss the process of buying, selling and renovating online “real estate.”

In this episode, you will learn:

• The power of digital assets in generating cash flow and building wealth.
• How websites are valuable digital assets that can be acquired, improved, and monetized just like physical properties.
• How to get started in this space, including tips for due diligence.
• Trends in the industry, including how AI can assist those who buy and renovate websites.
• And more!

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