My guest in this episode is Eugene Shatsman. Eugene is the Managing Partner of National Strategic Group.
Eugene teaches business strategy, consumer behavior, marketing, and what all of us want – how to drive more business into our businesses. His team at National Strategic has over 100 people, and they do a tremendous amount of research on what works and what doesn’t in today’s complex world of digital and traditional marketing.
They use the services they provide to do research and aggregate the research to help groups like ours learn. National Strategic’s expertise includes Website, Search engine Optimization, Digital Traffic, Reputation Management, Patient Reactivation, Email, Text Marketing, Market Research – and lots more.
Eugene’s team works with 100’s of clients in high growth and growth focused businesses – and they are always looking to apply a scientific method and strategic approach to everything that they do.
They are also very innovative: for example, they were the first group to understand the importance of Google reviews and develop systems for the vision industry to ethically gather reviews on Google. They were the first to demystify SEO and break it down to straightforward action items for regular business owners.
And this innovation extends to recessionary markets. National Strategic was started in late 2008 specifically with the purpose of helping companies deal with challenging economic times.
Interview Links:
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The Real Asset Investor: Build Wealth With Higher Yield Cash Flow www.therealassetinvestor.com
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My guest in this episode is Dave Wolcott. Dave started his career serving the country as a Captain in the Marine Corps. In 2000 he and his wife won the baby lottery by having triplets which inspired him to challenge the traditional financial planning advice of Wall Street. He then started an obsessive journey to understand how the top one percent were building their wealth.
A serial entrepreneur at heart, Dave spent the next 20 years building several businesses, investing in alternative assets and creating The Pantheon Holistic Wealth Strategy: the playbook to becoming ultra-wealthy and having not only freedom of money, but freedom of purpose, time, and relationship.
Today, Dave is the Founder and CEO of Pantheon Investments and is more passionate than ever about helping entrepreneurs build wealth by passively investing in superior real estate and alternative assets that provide predictable cash flow, tax efficiency, and upside potential as a reliable alternative to the volatility of the stock market. Dave is the author of “The Holistic Wealth Strategy”, A Framework for Building Real Wealth and Living an Extraordinary Life, and is also the host of the top-rated “Wealth Strategy Secrets of the Ultra-Wealthy” podcast.
Interview Links:
Pantheon Investments https://pantheoninvest.com/
Episode Sponsors:
Producers Wealth: Create Your Own Banking System In 30 Days Or Less www.producerswealth.com
Pantheon Investments: Build holistic wealth to achieve financial freedom in any economy www.pantheoninvest.com
The Real Asset Investor: Build Wealth With Higher Yield Cash Flow www.therealassetinvestor.com
Penumbra Solutions: Buy Your Equity Like Institutions With Life Settlements www.thepenumbraplan.com - password “penumbra”
Producers Capital Partners: Multiply Capital Through Alternative Investments www.producerscapitalpartners.com
Lavish Keys: Your Turnkey Solution For Luxury Short Term Rentals www.lavishkeys.com
Grab My Book:
The 21 Best Cashflow Niches™: www.cashflowninja.com/21niches
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My guest in this episode is Brett Swarts. Brett is the Founder of Capital Gains Tax Solutions. Each year, he equips hundreds of business professionals with the Deferred Sales Trust tool to help their high net worth clients solve capital gains tax deferral limitations.
His experience includes numerous Deferred Sales Trusts, Delaware Statutory Trusts, 10 31 exchanges and $85,000,000 in closed commercial real estate brokerage transactions. He's an active commercial real estate broker and investor with brokerage experience and ownership in multifamily, senior housing, retail, medical office, and mixed-use properties.
Brett was formerly an associate at the largest Commercial Real Estate Brokerage firm in the country, has his own Multifamily Brokerage Company now, and has years of experience and hand s on training from some of the best in the business
Interview Links:
Episode Sponsors:
Producers Wealth: Create Your Own Banking System In 30 Days Or Less www.producerswealth.com
Pantheon Investments: Build holistic wealth to achieve financial freedom in any economy www.pantheoninvest.com
The Real Asset Investor: Build Wealth With Higher Yield Cash Flow www.therealassetinvestor.com
Penumbra Solutions: Buy Your Equity Like Institutions With Life Settlements www.thepenumbraplan.com - password “penumbra”
Producers Capital Partners: Multiply Capital Through Alternative Investments www.producerscapitalpartners.com
Lavish Keys: Your Turnkey Solution For Luxury Short Term Rentals www.lavishkeys.com
Grab My Book:
The 21 Best Cashflow Niches™: www.cashflowninja.com/21niches
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My guest in this episode is Gene Trowbridge from Trowbridge Law Group. Gene has been in the commercial and investment real estate business continuously since 1972 and in the legal profession since 1996.
Awarded the CCIM designation in 1977, Gene continues to serve as a member of the CCIM faculty and achieved Senior Emeritus Instructor status, upon 40 years of teaching. In 2002, he was selected as the Robert L. Ward Instructor of the Year in the Institute. In 2005, Gene was awarded the Victor L. Lyon Distinguished Service Award for his many years of outstanding contribution to the Institute’s education program.
He is a member of the California Bar. As the founding partner of Trowbridge Law Group LLP, Gene’s law practice concentrates on the syndication of commercial and investment real estate, through both debt and equity.
As a former syndicator, who for ten years raised investor capital; he served as the sponsor of sixteen investment groups, by raising equity from investors, through registered representatives in the broker dealer community, once sending out 1,676 K1s in a single year.
He was responsible for the organization of those investment groups; the acquisition, management, and disposition of the real estate; and communications with the investors.
Because of his hands-on syndication experience, Gene is able to communicate with his clients, on both the technical and practical aspects of state and federal securities laws. Between Gene’s individual syndication background and the firm’s legal practice, the partners in the firm have written offerings of more than $5 Billion in monies raised. The median offering size is $2. 5 million. His practice writes offerings under Rule 506(b) and 506(c) of Regulation D ; Regulation CF and Regulation A+.
He has trained and mentored three different law partners, in syndication and crowdfunding, since 2008. He has delivered more than 250 live seminars on group ownership, exchanges and taxation audiences across the country; his articles have been published in various real estate media outlets and he is a highly sought-after speaker on the subject of real estate group ownership.
Interview Links:
Trowbridge Law Group https://trowbridgelawgroup.com/
It's a Whole New Business, Fourth Editon: The how-to bible of syndicated investment real estate
Episode Sponsors:
Producers Wealth: Create Your Own Banking System In 30 Days Or Less www.producerswealth.com
Pantheon Investments: Build holistic wealth to achieve financial freedom in any economy www.pantheoninvest.com
The Real Asset Investor: Build Wealth With Higher Yield Cash Flow www.therealassetinvestor.com
Strategic Metals Invest: Invest In Rare Earth Elements & Technology Metals www.strategicmetalsinvest.com
Penumbra Solutions: Buy Your Equity Like Institutions With Life Settlements www.thepenumbraplan.com - password “penumbra”
Producers Capital Partners: Multiply Capital Through Alternative Investments www.producerscapitalpartners.com
Lavish Keys: Your Turnkey Solution For Luxury Short Term Rentals www.lavishkeys.com
Grab My Book:
The 21 Best Cashflow Niches™: www.cashflowninja.com/21niches
Connect With Us:
Website: http://cashflowninja.com
Podcast: http://cashflowinvestingsecrets.com
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