Traversing Entrepreneurship

In this episode Derek sits down with Beau Eckstein, owner of Business Ownership Coach and Emerge Lending Group. With over 26 years of experience, Beau shares his journey from a struggling student to a successful entrepreneur, offering insights into funding strategies, franchise consulting, and the importance of tax strategies. Discover how Beau's experiences, including a stint on HGTV, have shaped his approach to business and life. Key Topics: Beau's entrepreneurial journey and early challenges The role of SBA loans and franchise consulting in business growth Insights into tax strategies and financial planning The impact of social media on business development Beau's philosophy on lifelong learning and personal growth Guest Information: Beau Eckstein: Business Ownership Coach and Emerge Lending Group Website: BeauEckstein.com Book a Call: BookWithBeau.com If you enjoyed this episode, please leave us a review on Apple Podcasts and share it with your business-minded friends. Stay tuned for more inspiring stories and insights on the Traversing Entrepreneurship podcast. #Entrepreneurship #BusinessGrowth #SBAloans #FranchiseConsulting About TreMonte and Traversing Entrepreneurship Podcast Traversing Entrepreneurship is a show for and about business owners in Traverse City, Michigan and beyond. In each episode, host Derek Dall’Olmo sits down with local business owners and the professionals who serve them to talk about business building, life, money, taxes, family — and all the ups and downs that come with doing something different. Join us to hear their stories and lessons learned — and to get inspired about what might be possible in your own business. Derek is the founder of TreMonte Financial Consultants, LLC and TreMonte TreMonte Tax Solutions, LLC (together referred to as “TreMonte”). TreMonte works with business owners and entrepreneurs to develop a proactive tax strategy that maximizes after-tax profits. It is TreMonte’s goal to bridge the gap between Financial Advisors and Accountants by serving as CFO to their clients. This show is for informational purposes only and should not be viewed as personalized financial, investment, tax, or legal advice. You should always consult an attorney or tax professional regarding your specific legal or tax situation. Please email Derek Dall’Olmo at derek@tremontefinancial.com with questions and comments or to schedule a one-on-one conversation.

Join host Derek as he sits down with Kasim Aslam, founder of Solutions 8, to explore the highs and lows of entrepreneurship. Kasim shares his journey from humble beginnings to building a successful Google ad agency, discussing the importance of talent acquisition, the impact of AI on business, and the lessons learned from his failures and successes. Key Takeaways: If you enjoyed this episode, please leave us a review on Apple Podcasts and share it with your entrepreneurial friends. For more insights, visit tramontetax.com to schedule a chat with Derek. #Entrepreneurship #BusinessGrowth #AI #TalentAcquisition About TreMonte and Traversing Entrepreneurship Podcast Traversing Entrepreneurship is a show for and about business owners in Traverse City, Michigan and beyond. In each episode, host Derek Dall’Olmo sits down with local business owners and the professionals who serve them to talk about business building, life, money, taxes, family — and all the ups and downs that come with doing something different. Join us to hear their stories and lessons learned — and to get inspired about what might be possible in your own business. Derek is the founder of TreMonte Financial Consultants, LLC and TreMonte TreMonte Tax Solutions, LLC (together referred to as “TreMonte”). TreMonte works with business owners and entrepreneurs to develop a proactive tax strategy that maximizes after-tax profits. It is TreMonte’s goal to bridge the gap between Financial Advisors and Accountants by serving as CFO to their clients. This show is for informational purposes only and should not be viewed as personalized financial, investment, tax, or legal advice. You should always consult an attorney or tax professional regarding your specific legal or tax situation. Please email Derek Dall’Olmo at derek@tremontefinancial.com with questions and comments or to schedule a one-on-one conversation.

In this episode, Derek chats with Kate Volman—CEO, speaker, and big believer in helping people dream bigger. From her early days at the Chamber of Commerce to leading Floyd Consulting, Kate shares what she’s learned about people, growth, and the messy (but rewarding) work of leadership. They talk about the real stuff—why most business problems are actually people problems, how leaders can create space for personal dreams at work, and why being creative isn’t optional anymore. Whether you lead a team or are part of one, this is the kind of conversation that makes you pause and think about how you show up—for your business and your people. In This Episode: Connect with Kate: Connect with Kate: https://www.linkedin.com/in/katevolman Learn more about Floyd Consulting: floydconsulting.com About TreMonte and Traversing Entrepreneurship Podcast Traversing Entrepreneurship is a show for and about business owners in Traverse City, Michigan and beyond. In each episode, host Derek Dall’Olmo sits down with local business owners and the professionals who serve them to talk about business building, life, money, taxes, family — and all the ups and downs that come with doing something different. Join us to hear their stories and lessons learned — and to get inspired about what might be possible in your own business. Derek is the founder of TreMonte Financial Consultants, LLC and TreMonte TreMonte Tax Solutions, LLC (together referred to as “TreMonte”). TreMonte works with business owners and entrepreneurs to develop a proactive tax strategy that maximizes after-tax profits. It is TreMonte’s goal to bridge the gap between Financial Advisors and Accountants by serving as CFO to their clients. This show is for informational purposes only and should not be viewed as personalized financial, investment, tax, or legal advice. You should always consult an attorney or tax professional regarding your specific legal or tax situation. Please email Derek Dall’Olmo at derek@tremontefinancial.com with questions and comments or to schedule a one-on-one conversation.

Derek sits down with Sarah Noel Block, the brains behind Tiny Marketing and the Tiny Marketing Club—a go-to resource for indie consultants who want smart, simple marketing that actually drives business (without the overwhelm). They unpack Sarah’s journey from the corporate world to building a business on her own terms. You’ll hear how she turned a layoff during the recession into a springboard for entrepreneurship, how she ditched the agency grind for a membership model, and why she believes less but better is the future of marketing. This one’s packed with real strategies—like Sarah’s “biz dev blitz” to fill your pipeline fast, how to reverse-engineer your revenue goals, and why micro-yeses in your sales process can seriously boost conversions. 💡 What You’ll Learn Why Sarah walked away from corporate marketing (and never looked back) How the Tiny Marketing Club helps consultants design lifestyle-first businesses What a “Biz Dev Blitz” is—and how you can run one to land more clients The real reason most businesses struggle with offer creation Why sales should feel collaborative, not manipulative How to build trust through micro-commitments What Sarah means when she says your offer should be like a staircase The importance of simplifying your message to match how clients actually think Why good marketing starts with understanding real pain points—not just catchy copy How to test and tweak your offers without burning time or budget Connect with Sarah: Learn more about Sarah: sarahnoelblock.com Join the Club: Tiny Marketing Club About TreMonte and Traversing Entrepreneurship Podcast Traversing Entrepreneurship is a show for and about business owners in Traverse City, Michigan and beyond. In each episode, host Derek Dall’Olmo sits down with local business owners and the professionals who serve them to talk about business building, life, money, taxes, family — and all the ups and downs that come with doing something different. Join us to hear their stories and lessons learned — and to get inspired about what might be possible in your own business. Derek is the founder of TreMonte Financial Consultants, LLC and TreMonte TreMonte Tax Solutions, LLC (together referred to as “TreMonte”). TreMonte works with business owners and entrepreneurs to develop a proactive tax strategy that maximizes after-tax profits. It is TreMonte’s goal to bridge the gap between Financial Advisors and Accountants by serving as CFO to their clients. This show is for informational purposes only and should not be viewed as personalized financial, investment, tax, or legal advice. You should always consult an attorney or tax professional regarding your specific legal or tax situation. Please email Derek Dall’Olmo at derek@tremontefinancial.com with questions and comments or to schedule a one-on-one conversation. TreMonte Facebook Page | Follow Derek on LinkedIn Subscribe: Apple Podcast | Google Podcasts | Amazon Podcasts | Stitcher | Spotify | Deezer | TuneIn If you enjoy the show, please leave a review on iTunes to help others discover the podcast.

In this episode of the Traversing Entrepreneurship podcast, Derek Dall'Olmo interviews Corey Morris, founder of Voltage Digital Agency. They discuss Corey's journey from employee to business owner, the intricacies of digital marketing, particularly SEO, and the challenges and strategies involved in business acquisitions. Corey shares insights on leadership, the importance of transparency in negotiations, and how he has personalized his agency's approach to better serve clients. In this conversation, Corey Morris discusses the evolution of his marketing agency, Voltage, emphasizing the importance of niching down to enhance service quality and client relationships. He shares insights on defining success, the challenges of decision-making, and the significance of recognizing when a client is not the right fit. Additionally, he introduces his book, 'The Digital Marketing Success Plan,' which outlines a structured approach to digital marketing strategy. Key Moments: Corey's journey into digital marketing began with a passion for SEO. The landscape of SEO has evolved significantly over the years. Transparency in financials is crucial when transitioning to business ownership. Negotiation requires setting aside personal feelings for business success. Leadership involves adapting strategies to meet client needs. Recognizing when we are not the right fit is crucial. Learning how to say no is one of the most important lessons. Making decisions is key to moving forward. The Digital Marketing Success Plan provides a structured approach to marketing. Connect with Corey: Email: corey@voltage.digital Website: https://thedmsp.com About TreMonte and Traversing Entrepreneurship Podcast Traversing Entrepreneurship is a show for and about business owners in Traverse City, Michigan and beyond. In each episode, host Derek Dall’Olmo sits down with local business owners and the professionals who serve them to talk about business building, life, money, taxes, family — and all the ups and downs that come with doing something different. Join us to hear their stories and lessons learned — and to get inspired about what might be possible in your own business. Derek is the founder of TreMonte Financial Consultants, LLC and TreMonte TreMonte Tax Solutions, LLC (together referred to as “TreMonte”). TreMonte works with business owners and entrepreneurs to develop a proactive tax strategy that maximizes after-tax profits. It is TreMonte’s goal to bridge the gap between Financial Advisors and Accountants by serving as CFO to their clients. This show is for informational purposes only and should not be viewed as personalized financial, investment, tax, or legal advice. You should always consult an attorney or tax professional regarding your specific legal or tax situation. Please email Derek Dall’Olmo at derek@tremontefinancial.com with questions and comments or to schedule a one-on-one conversation. If you enjoy the show, please leave a review on iTunes to help others discover the podcast.

In this episode of the Traversing Entrepreneurship podcast, host Derek Dall'Olmo sits down with Brian Smith, an entrepreneur who’s seen it all—from humble beginnings washing boats and launching a college photography business to navigating the highs and lows of real estate. Brian’s story is one of grit, growth, and ultimately, reinvention. Burnout pushed Brian to make a life-altering decision: selling his businesses and stepping back to reassess his purpose. That pivotal moment led him to coaching and founding the Founders Organization, where he now helps fellow entrepreneurs thrive. Brian opens up about the emotional challenges of building a business and how critical decision-making is to long-term success. He dives into the culture shocks of moving to Mexico, the realities of starting a new agency during COVID-19, and how identifying market gaps can lead to unexpected opportunities. Throughout the episode, Brian shares insights on building a resilient mindset, fostering a strong company culture, and why consistency is non-negotiable in the pursuit of business growth. If you’re an entrepreneur looking to learn from someone who’s been in the trenches, this episode is packed with practical wisdom and relatable stories. In This Episode: Entrepreneurial Journey: Brian's early ventures included washing boats, starting a photography business, and later transitioning into real estate, leading to significant growth and community involvement. Overcoming Burnout: Burnout led Brian to reassess his life and ultimately pivot into coaching and supporting other entrepreneurs. Resilience and Decision-Making: Entrepreneurship requires emotional resilience, decisive action, and the ability to adapt to changing circumstances. Team Building and Scaling: Successful business growth involves building a strong team, leveraging expertise, and fostering a positive company culture. Adapting to Change: COVID-19 prompted Brian to start a new agency, highlighting the importance of adaptability and seizing new opportunities. Mindset and Sales Discipline: Maintaining a resilient mindset and treating sales as a daily non-negotiable are crucial for sustained success. Connect with Brian: Email: brian@strategyladders.com Website: http://strategyladders.com/ About TreMonte and Traversing Entrepreneurship Podcast Traversing Entrepreneurship is a show for and about business owners in Traverse City, Michigan and beyond. In each episode, host Derek Dall’Olmo sits down with local business owners and the professionals who serve them to talk about business building, life, money, taxes, family — and all the ups and downs that come with doing something different. Join us to hear their stories and lessons learned — and to get inspired about what might be possible in your own business. Derek is the founder of TreMonte Financial Consultants, LLC and TreMonte TreMonte Tax Solutions, LLC (together referred to as “TreMonte”). TreMonte works with business owners and entrepreneurs to develop a proactive tax strategy that maximizes after-tax profits. It is TreMonte’s goal to bridge the gap between Financial Advisors and Accountants by serving as CFO to their clients. This show is for informational purposes only and should not be viewed as personalized financial, investment, tax, or legal advice. You should always consult an attorney or tax professional regarding your specific legal or tax situation. Please email Derek Dall’Olmo at derek@tremontefinancial.com with questions and comments or to schedule a one-on-one conversation. TreMonte Facebook Page | Follow Derek on LinkedIn Subscribe: Apple Podcast | Google Podcasts | Amazon Podcasts | Stitcher | Spotify | Deezer | TuneIn If you enjoy the show, please leave a review on iTunes to help others discover the podcast.

In this episode of Traversing Entrepreneurship, Derek Dall'Olmo sits down with Mike Shum, CEO of Cascade Debt, to unpack his journey from derivatives trader to fintech founder. Mike opens up about the risks, missteps, and breakthroughs that shaped Cascade’s rise in the private credit space. They dive into how alternative credit scoring is reshaping lending, what most people get wrong about asset-based finance, and why economic shifts are forcing innovation in fintech. If you're building in the world of money—or thinking about it—this conversation is packed with firsthand insight. Key Moments: 00:00 Introduction to Entrepreneurship and Cascade Debt 01:04 Mike Shum's Journey: From Banking to Entrepreneurship 03:01 The Birth of Cascade Debt and Its Mission 06:39 Understanding Private Credit and Asset-Based Lending 10:30 Innovations in Alternative Credit Scoring 12:56 Streamlining Asset-Based Lending Processes 17:24 Differences Between Private Credit and Equity 23:11 The Impact of COVID-19 on Lending Practices 26:01 Current Trends in Private Credit Returns 27:51 Accessibility in Capital Markets 30:12 Scaling Without Compromise 32:42 Navigating Uncertainty in Business 35:04 Headwinds in Private Credit 39:32 The Evolution of Private Credit 43:10 The Future of Private Credit 46:39 Advice for Aspiring Entrepreneurs Connect with Mike: Email: mike@cascadedebt.com Website: www.cascadedebt.com About TreMonte and Traversing Entrepreneurship Podcast Traversing Entrepreneurship is a show for and about business owners in Traverse City, Michigan and beyond. In each episode, host Derek Dall’Olmo sits down with local business owners and the professionals who serve them to talk about business building, life, money, taxes, family — and all the ups and downs that come with doing something different. Join us to hear their stories and lessons learned — and to get inspired about what might be possible in your own business. Derek is the founder of TreMonte Financial Consultants, LLC and TreMonte TreMonte Tax Solutions, LLC (together referred to as “TreMonte”). TreMonte works with business owners and entrepreneurs to develop a proactive tax strategy that maximizes after-tax profits. It is TreMonte’s goal to bridge the gap between Financial Advisors and Accountants by serving as CFO to their clients. This show is for informational purposes only and should not be viewed as personalized financial, investment, tax, or legal advice. You should always consult an attorney or tax professional regarding your specific legal or tax situation. Please email Derek Dall’Olmo at derek@tremontefinancial.com with questions and comments or to schedule a one-on-one conversation. TreMonte Facebook Page | Follow Derek on LinkedIn Subscribe: Apple Podcast | Google Podcasts | Amazon Podcasts | Stitcher | Spotify | Deezer | TuneIn If you enjoy the show, please leave a review on iTunes to help others discover the podcast.

This week on Traversing Entrepreneurship, Derek sits down with Rob Lee, co-founder and CEO of Swiss Passport and Visa Services, a company that expedites passports and obtains visas. Rob and his wife, Lori, started the business 17 years ago after living in Central America and encountering a need for such a service. Initially relying on paid ads, they shifted focus to business partnerships, particularly with Fortune 500 companies in the aviation, legal, and manufacturing sectors. They are now developing a software application to streamline travel document management. Rob emphasizes the importance of adapting to change and leveraging technology to improve efficiency. Key Moments: Embrace change and be comfortable with the unknown The importance of delegating tasks and hiring experts Balancing work and personal life as business partners Adapting to evolving international travel regulations Connect with Rob: Email: rob@swiftpassport.com Website: http://www.swiftpassportservices.com/ About TreMonte and Traversing Entrepreneurship Podcast Traversing Entrepreneurship is a show for and about business owners in Traverse City, Michigan and beyond. In each episode, host Derek Dall’Olmo sits down with local business owners and the professionals who serve them to talk about business building, life, money, taxes, family — and all the ups and downs that come with doing something different. Join us to hear their stories and lessons learned — and to get inspired about what might be possible in your own business. Derek is the founder of TreMonte Financial Consultants, LLC and TreMonte TreMonte Tax Solutions, LLC (together referred to as “TreMonte”). TreMonte works with business owners and entrepreneurs to develop a proactive tax strategy that maximizes after-tax profits. It is TreMonte’s goal to bridge the gap between Financial Advisors and Accountants by serving as CFO to their clients. This show is for informational purposes only and should not be viewed as personalized financial, investment, tax, or legal advice. You should always consult an attorney or tax professional regarding your specific legal or tax situation. Please email Derek Dall’Olmo at derek@tremontefinancial.com with questions and comments or to schedule a one-on-one conversation. TreMonte Facebook Page | Follow Derek on LinkedIn Subscribe: Apple Podcast | Google Podcasts | Amazon Podcasts | Stitcher | Spotify | Deezer | TuneIn If you enjoy the show, please leave a review on iTunes to help others discover the podcast.

In this episode of Traversing Entrepreneurship, Derek Dall’Olmo sits down with Steve Miller, best-selling author and marketing consultant, to discuss the power of differentiation in business. Steve shares his journey from aspiring PGA Tour player to renowned marketing expert and explains why creating an uncopyable brand is essential for long-term success. He highlights the importance of personal branding, the credibility boost of writing a book, and why businesses should focus on understanding their target market—what he calls the "moose." Steve also explores innovation through observation, the dangers of competing on price, and why offline marketing strategies still hold immense value. If you're looking for practical strategies to stand out in a crowded marketplace, this episode is packed with actionable insights. Key Moments: 00:00 Introduction to Entrepreneurship and Unique Stories 02:53 Steve Miller's Journey: From Golf to Marketing 07:36 The Importance of Writing a Book for Credibility 10:46 Creating an Uncopyable Brand 11:35 Understanding Your Unique Value Proposition 22:50 Maintaining Uncopyableness in a Copycat World 34:32 Understanding the Box: The Manufacturing Mindset 38:00 Building Your Own Box: The Key to Un-copyability 42:14 The Power of Observation: Learning from Other Industries 47:59 Marketing on a Budget: The Importance of Offline Strategies 51:10 Common Mistakes: What to Avoid in Business 54:31 Authenticity in Branding: Standing Out in a Crowded Market 56:42 The Journey of Personal Branding: Lessons from Experience Connect with Steve: Email: steve@beuncopyable.com Website: https://beuncopyable.com About TreMonte and Traversing Entrepreneurship Podcast Traversing Entrepreneurship is a show for and about business owners in Traverse City, Michigan and beyond. In each episode, host Derek Dall’Olmo sits down with local business owners and the professionals who serve them to talk about business building, life, money, taxes, family — and all the ups and downs that come with doing something different. Join us to hear their stories and lessons learned — and to get inspired about what might be possible in your own business. Derek is the founder of TreMonte Financial Consultants, LLC and TreMonte TreMonte Tax Solutions, LLC (together referred to as “TreMonte”). TreMonte works with business owners and entrepreneurs to develop a proactive tax strategy that maximizes after-tax profits. It is TreMonte’s goal to bridge the gap between Financial Advisors and Accountants by serving as CFO to their clients. This show is for informational purposes only and should not be viewed as personalized financial, investment, tax, or legal advice. You should always consult an attorney or tax professional regarding your specific legal or tax situation. Please email Derek Dall’Olmo at derek@tremontefinancial.com with questions and comments or to schedule a one-on-one conversation. TreMonte Facebook Page | Follow Derek on LinkedIn Subscribe: Apple Podcast | Google Podcasts | Amazon Podcasts | Stitcher | Spotify | Deezer | TuneIn If you enjoy the show, please leave a review on iTunes to help others discover the podcast.

In this episode of Traversing Entrepreneurship, Derek Dall’Olmo interviews Nick McEvily, head of product at XGen Ai. They dive into Nick’s journey from design to product leadership, his experiences with startup successes and failures, and the importance of testing assumptions in product development. Nick discusses how AI is transforming the retail landscape, the significance of user experience in software design, and why fractional product leadership can be a game-changer for early-stage companies. This episode offers valuable insights on decision-making, problem-solving, and the mindset required to navigate the entrepreneurial landscape successfully. Key Moments: 00:00 Introduction to Entrepreneurship and AI 01:24 Nick's Journey: From Design to Product Leadership 05:27 The Zero to One Concept in Product Development 09:23 Testing Assumptions: The Key to Validating Ideas 13:02 Learning from Failure: Insights from Past Ventures 16:04 XGen Ai: Merging AI with Retail Experience 21:24 Defining Success in AI-Driven Retail 25:21 Choosing the Right Path in Design 27:11 The Reality of Entrepreneurial Sacrifice 28:29 Defining Personal Success 29:41 Understanding Fractional Product Leadership 31:08 Common Mistakes in Software Development 33:34 The Importance of Focus in Entrepreneurship 34:22 Future Trajectories in Entrepreneurship 36:07 The Rise of Venture Studios 38:39 Transitioning from Time to Cash Flow 40:23 Advice for Aspiring Entrepreneurs 42:18 Exploring Problems Over Solutions 46:25 The Value of Process in Decision Making 47:25 Curiosity and Ego in Entrepreneurship Connect with Nick: Email: nickmcevily@gmail.com Website: https://nickmcevily.com About TreMonte and Traversing Entrepreneurship Podcast Traversing Entrepreneurship is a show for and about business owners in Traverse City, Michigan and beyond. In each episode, host Derek Dall’Olmo sits down with local business owners and the professionals who serve them to talk about business building, life, money, taxes, family — and all the ups and downs that come with doing something different. Join us to hear their stories and lessons learned — and to get inspired about what might be possible in your own business. Derek is the founder of TreMonte Financial Consultants, LLC and TreMonte TreMonte Tax Solutions, LLC (together referred to as “TreMonte”). TreMonte works with business owners and entrepreneurs to develop a proactive tax strategy that maximizes after-tax profits. It is TreMonte’s goal to bridge the gap between Financial Advisors and Accountants by serving as CFO to their clients. This show is for informational purposes only and should not be viewed as personalized financial, investment, tax, or legal advice. You should always consult an attorney or tax professional regarding your specific legal or tax situation. Please email Derek Dall’Olmo at derek@tremontefinancial.com with questions and comments or to schedule a one-on-one conversation. TreMonte Facebook Page | Follow Derek on LinkedIn Subscribe: Apple Podcast | Google Podcasts | Amazon Podcasts | Stitcher | Spotify | Deezer | TuneIn If you enjoy the show, please leave a review on iTunes to help others discover the podcast.

In this episode of the Traversing Entrepreneurship podcast, Derek Dall'Olmo interviews Matt Theriault, the CEO and founder of Epic Real Estate. Matt shares his journey from the music industry to real estate, highlighting the challenges he faced and the valuable lessons he learned. He discusses creative financing strategies, the importance of finding profitable deals, and how to build wealth through real estate investment. Matt also explains the transition to turnkey real estate investments and how these can simplify the process for investors. Throughout the episode, Matt and Derek cover key aspects of entrepreneurship and real estate, including the significance of legacy, the shift from employee to business owner, and how to set expectations with investors. They also touch on the strategies for making real estate a reliable source of passive income and preserving wealth in the long term. Matt offers practical advice for new investors, emphasizing the importance of understanding market trends and learning from mistakes. Key Moments: 00:00 Introduction to Entrepreneurship and Talent Acquisition 01:00 Adam Feinberg's Journey to My Personal Recruiter 02:51 Navigating Technology in Recruitment 05:58 Building a Scalable Software Solution 08:59 Success Metrics and Client Success Rates 11:59 Understanding Client Demographics and Industries 14:55 Defining Success in Entrepreneurship 18:08 Overcoming Challenges and Growing Pains 21:00 Competitors and Corporate Espionage 23:50 The Importance of Online Presence and SEO 30:03 Future of SEO in the Age of AI 35:35 Building a Strong Online Presence 44:13 Navigating the Future of Entrepreneurship 58:32 Empowering the Next Generation of Entrepreneurs Connect with Adam: Email: adam@mypersonalrecruiter.com Website: www.mypersonalrecruiter.com About TreMonte and Traversing Entrepreneurship Podcast Traversing Entrepreneurship is a show for and about business owners in Traverse City, Michigan and beyond. In each episode, host Derek Dall’Olmo sits down with local business owners and the professionals who serve them to talk about business building, life, money, taxes, family — and all the ups and downs that come with doing something different. Join us to hear their stories and lessons learned — and to get inspired about what might be possible in your own business. Derek is the founder of TreMonte Financial Consultants, LLC and TreMonte TreMonte Tax Solutions, LLC (together referred to as “TreMonte”). TreMonte works with business owners and entrepreneurs to develop a proactive tax strategy that maximizes after-tax profits. It is TreMonte’s goal to bridge the gap between Financial Advisors and Accountants by serving as CFO to their clients. This show is for informational purposes only and should not be viewed as personalized financial, investment, tax, or legal advice. You should always consult an attorney or tax professional regarding your specific legal or tax situation. Please email Derek Dall’Olmo at derek@tremontefinancial.com with questions and comments or to schedule a one-on-one conversation. TreMonte Facebook Page | Follow Derek on LinkedIn Subscribe: Apple Podcast | Google Podcasts | Amazon Podcasts | Stitcher | Spotify If you enjoy the show, please leave a review on iTunes to help others discover the podcast.

In this episode of the Traversing Entrepreneurship podcast, Derek Dall'Olmo interviews Matt Theriault, the CEO and founder of Epic Real Estate. Matt shares his journey from the music industry to real estate, highlighting the challenges he faced and the valuable lessons he learned. He discusses creative financing strategies, the importance of finding profitable deals, and how to build wealth through real estate investment. Matt also explains the transition to turnkey real estate investments and how these can simplify the process for investors. Throughout the episode, Matt and Derek cover key aspects of entrepreneurship and real estate, including the significance of legacy, the shift from employee to business owner, and how to set expectations with investors. They also touch on the strategies for making real estate a reliable source of passive income and preserving wealth in the long term. Matt offers practical advice for new investors, emphasizing the importance of understanding market trends and learning from mistakes. Key Takeaways: Real estate is a proven path for creating wealth. Creative financing can open doors to property acquisition without initial capital. Networking and building a strong reputation are key to attracting opportunities. Turnkey investments are a powerful way to simplify real estate investing. Wealth preservation strategies are essential for long-term financial success. The BRRRR strategy is an effective tool for growing wealth. Passive income through real estate requires thoughtful management and planning. Setting clear expectations with investors ensures smooth transactions. Real estate is fundamentally a people-driven business that thrives on relationships. This episode provides valuable insights into how real estate investment can lead to financial freedom and long-term wealth creation. Matt’s experience and strategies are a great resource for anyone looking to succeed in the real estate market. Chapters: 00:00 - Introduction to Entrepreneurship and Real Estate 01:07 - Matt Theriault's Journey from Music to Real Estate 08:06 - The Turning Point: Discovering Real Estate as Wealth Creation 10:48 - Creative Financing: Acquiring Properties Without Capital 12:04 - The First Deal: Learning by Doing 20:34 - The Second Deal: Building Reputation and Partnerships 27:55 - Transitioning to Turnkey Real Estate Investments 30:03 - Wealth Preservation Strategies in Real Estate 31:41 - The Importance of Legacy in Real Estate Investment 34:06 - Breaking the Cycle: From Employee to Entrepreneur 38:36 - Learning from Mistakes: The Value of Experience 39:32 - Regrets and Lessons: The Bigger Deals 44:43 - Setting Expectations with Investors 47:37 - Making Real Estate Passive Income 52:39 - Advice for Novice Real Estate Investors Connect with Matt: Email: matt@epicrealestate.com Website: EpicRealEstate.com About TreMonte and Traversing Entrepreneurship Podcast Traversing Entrepreneurship is a show for and about business owners in Traverse City, Michigan and beyond. In each episode, host Derek Dall’Olmo sits down with local business owners and the professionals who serve them to talk about business building, life, money, taxes, family — and all the ups and downs that come with doing something different. Join us to hear their stories and lessons learned — and to get inspired about what might be possible in your own business. Derek is the founder of TreMonte Financial Consultants, LLC and TreMonte TreMonte Tax Solutions, LLC (together referred to as “TreMonte”). TreMonte works with business owners and entrepreneurs to develop a proactive tax strategy that maximizes after-tax profits. It is TreMonte’s goal to bridge the gap between Financial Advisors and Accountants by serving as CFO to their clients. This show is for informational purposes only and should not be viewed as personalized financial, investment, tax, or legal advice. You should always consult an attorney or tax...

In this episode of Traversing Entrepreneurship, we are extremely excited to be joined by Jake Wagner, CDMP as he shares proven strategies and insights to help financial professionals attract their ideal clients, deliver exceptional service, and grow a sustainable business. Whether you're a seasoned advisor or just starting out, you'll find actionable tips and real-world examples to take your practice to the next level. Tune in and start optimizing your marketing, operations, and client experience today. This week on Traversing Entrepreneurship: 0:01:55 Jake discusses what motivated him to start his own agency instead of continuing to work for other startups. 0:05:00 Jake explains his transition from technical advising to a full-stack marketing agency approach. 0:09:10 Jake and Derek discuss the importance of aligning marketing efforts with the advisor's unique personality and brand. 0:13:15 Jake shares how his upbringing in the financial planning profession influenced his focus on supporting that industry. 0:20:00 Jake emphasizes the importance of the "doctor frame" when working with clients, versus a "salesman" approach. 0:25:00 Jake outlines his three-part consulting process for helping financial professionals with their marketing. 0:32:44 Jake discusses the challenges of working in an oversaturated market and the importance of finding the right advisor-client fit. 0:40:45 Jake provides advice for aspiring entrepreneurs on focusing first on their offer and ideal client. 1:18:22 Jake shares how to get in touch with him and his key recommendations for financial professionals, including having a marketing plan, meaningful metrics, and the right tools and advisors. Connect with Jake: LinkedIn: https://www.linkedin.com/in/jacobbwagner/ Email: jake@4fp.co Website: www.4fp.co About TreMonte and Traversing Entrepreneurship Podcast Traversing Entrepreneurship is a show for and about business owners in Traverse City, Michigan and beyond. In each episode, co-hosts Derek Dall’Olmo and Melissa Niedzielski sit down with local business owners and the professionals who serve them to talk about business building, life, money, taxes, family — and all the ups and downs that come with doing something different. Join us to hear their stories and lessons learned — and to get inspired about what might be possible in your own business. Derek and Melissa work together at TreMonte Financial Consultants, LLC and TreMonte TreMonte Tax Solutions, LLC (together referred to as “TreMonte”). TreMonte works with business owners and entrepreneurs to develop a proactive tax strategy that maximizes after-tax profits. It is TreMonte’s goal to bridge the gap between Financial Advisors and Accountants by serving as CFO to their clients. This show is for informational purposes only and should not be viewed as personalized financial, investment, tax, or legal advice. You should always consult an attorney or tax professional regarding your specific legal or tax situation. Please email Derek Dall’Olmo at derek@tremontefinancial.com with questions and comments or to schedule a one-on-one conversation. TreMonte Facebook Page | Follow Derek on LinkedIn | Follow Melissa on LinkedIn Subscribe: Apple Podcast | Google Podcasts | Amazon Podcasts | Stitcher | Spotify | Deezer | TuneIn If you enjoy the show, please leave a review on iTunes to help others discover the podcast.

In this episode, we are joined by Sairan Aqrawi as she shares her remarkable journey from Kurdish immigrant to successful business coach and mentor. After initially struggling to adapt to life in the US, Sairan discovered her true calling in coaching and personal development, transitioning from a decades-long engineering career. She emphasizes the importance of clarity, focus, and grit when pursuing entrepreneurial goals, drawing parallels between parenting and leading teams. Sairan's story underscores the value of progress over perfection, and how setbacks can ultimately shape one's path to success. Whether you're a young professional or an experienced entrepreneur, Sairan's advice on identifying your "hidden gems" and not being afraid to pivot will inspire you to reach new heights. Connect with Sairan on LinkedIn or Instagram for a free coaching consultation. This week on Traversing Entrepreneurship: [0:00 - 2:00] Introduction to Sairan Akrawi and her background as a Kurdish immigrant to the US [2:00 - 6:00] Sairan's initial struggles and challenges adapting to life in America, and the importance of having the right mindset [6:00 - 11:00] Sairan's transition from engineering to coaching and mentoring, discovering her "hidden gem" talents [11:00 - 16:00] The pivotal moment when Sairan decided to pursue coaching over continuing her PhD program [16:00 - 21:00] Sairan's perspective on progress over perfection, and the value of diverse experiences [21:00 - 26:00] Advice for young professionals and entrepreneurs: clarity, focus, and grit [26:00 - 31:00] The importance of self-belief, competence, and not being your own worst critic [31:00 - 36:00] Sairan's tips on handling disappointments and setbacks as an entrepreneur [36:00 - 41:00] Parallels between parenting and leading teams, the power of leading by example [41:00 - 47:00] Sairan's offer of free coaching consultations, and Derek's introduction of his own business Connect with Sairan: LinkedIn: www.linkedin.com/in/sairan-aqrawi-m-sc-993bb61a3 Email: sairan28@gmail.com About TreMonte and Traversing Entrepreneurship Podcast Traversing Entrepreneurship is a show for and about business owners in Traverse City, Michigan and beyond. In each episode, co-hosts Derek Dall’Olmo and Melissa Niedzielski sit down with local business owners and the professionals who serve them to talk about business building, life, money, taxes, family — and all the ups and downs that come with doing something different. Join us to hear their stories and lessons learned — and to get inspired about what might be possible in your own business. Derek is the owner of TreMonte Financial Consultants, LLC and TreMonte TreMonte Tax Solutions, LLC (together referred to as “TreMonte”). TreMonte works with business owners and entrepreneurs to develop a proactive tax strategy that maximizes after-tax profits. It is TreMonte’s goal to bridge the gap between Financial Advisors and Accountants by serving as CFO to their clients. This show is for informational purposes only and should not be viewed as personalized financial, investment, tax, or legal advice. You should always consult an attorney or tax professional regarding your specific legal or tax situation. Please email Derek Dall’Olmo at derek@tremontefinancial.com with questions and comments or to schedule a one-on-one conversation. TreMonte Facebook Page | Follow Derek on LinkedIn | Follow Melissa on LinkedIn Subscribe: Apple Podcast | Google Podcasts | Amazon Podcasts | Stitcher | Spotify | Deezer | TuneIn If you enjoy the show, please leave a review on iTunes to help others discover the podcast.

Ever wonder what it takes to build a successful business from scratch? Join us as we sit down with serial entrepreneur Brad Zapp to get the inside scoop on his journey from wealth management to founding a cutting-edge digital VC firm. You won't want to miss this eye-opening conversation! Brad Zapp is a CFP, was a former founder of an independent Wealth Advisory Firm, sold that, and founded a Digital Venture Capital firm that uses AI to vet opportunities. he is now bringing his private Strategy to the public by registering with the SEC and will be distributing his fund thru the independent Advisor channel he started his career in. This week on Traversing Entrepreneurship: 0:00:35 - Introducing Brad Zapp 0:02:08 - Brad Zapp discusses transition from wealth management to founding digital venture capital firm 0:05:00 - Differences between private equity and venture capital 0:10:00 - Role of venture capitalists in financing innovative, technology-driven companies 0:13:04 - Evolving entrepreneurship landscape and successful outcomes beyond IPOs 0:14:13 - Success in venture capital, shares examples of successful investments 0:19:24 - Importance of founder psychology, how firm uses it in due diligence 0:26:33 - Firm's digital approach to venture capital, especially during COVID-19 0:32:34 - Using AI and machine learning to enhance investment process 0:39:26 - Story behind "Wendell" name for firm's AI assistant 0:42:02 - Brad discusses biggest challenges in creating, growing VC firm in Midwest Connect with Brad: Website: www.conneticventures.com LinkedIn: https://www.linkedin.com/in/zapper/ Email: bzapp@conneticventures.com About TreMonte and Traversing Entrepreneurship Podcast Traversing Entrepreneurship is a show for and about business owners in Traverse City, Michigan and beyond. In each episode, co-hosts Derek Dall’Olmo and Melissa Niedzielski sit down with local business owners and the professionals who serve them to talk about business building, life, money, taxes, family — and all the ups and downs that come with doing something different. Join us to hear their stories and lessons learned — and to get inspired about what might be possible in your own business. Derek and Melissa work together at TreMonte Financial Consultants, LLC and TreMonte TreMonte Tax Solutions, LLC (together referred to as “TreMonte”). TreMonte works with business owners and entrepreneurs to develop a proactive tax strategy that maximizes after-tax profits. It is TreMonte’s goal to bridge the gap between Financial Advisors and Accountants by serving as CFO to their clients. This show is for informational purposes only and should not be viewed as personalized financial, investment, tax, or legal advice. You should always consult an attorney or tax professional regarding your specific legal or tax situation. Please email Derek Dall’Olmo at derek@tremontefinancial.com with questions and comments or to schedule a one-on-one conversation. TreMonte Facebook Page | Follow Derek on LinkedIn | Follow Melissa on LinkedIn Subscribe: Apple Podcast | Google Podcasts | Amazon Podcasts | Stitcher | Spotify | Deezer | TuneIn If you enjoy the show, please leave a review on iTunes to help others discover the podcast.

Christophe Dessaigne joins us to share his entrepreneurial journey, from starting a tech company helping blind people to co-founding the online grocery store Jack B. He talks about the challenges of the online grocery industry and how Jack B is tackling them. Christophe also opens up about his personal growth, dealing with childhood wounds, and advice for aspiring entrepreneurs. You do not want to miss this episode! Christophe Dessaigne is a co-founder of JackBe, a disruptive, online-only grocery store model based out of Oklahoma City that aims to serve people and build His Kingdom. Prior to that, Christophe spent seven years working for a faith-based private equity firm based in Indiana. Christophe’s previous business experiences spanned several sectors, from technology to media to retail, both in Europe and the US. For each of his previous posts, Christophe was responsible for providing strategic oversight and leadership. Christophe has been married to his wife, Melissa, for 16 years, and together, they have three children—ages fourteen, twelve, and eleven—to keep them busy. In 2022, Christophe and his family relocated to France for a short season but continued to work in the US. Christophe enjoys cooking and hosting family and friends (old and new), traveling, trail running, mountain climbing/hiking, and any outdoor activities. This week on Traversing Entrepreneurship: 0:00:38 - Introducing Christophe Dessaigne 0:01:45 - Speaker's background and early entrepreneurial journey, including a technology company. 0:03:31 - Transition to co-founding Jack B. 0:07:28 - Explanation of Jack B's unique online grocery model, focusing on curbside pickup. 0:09:47 - Comparison of Jack B's model to delivery-focused online grocery services. 0:12:30 - Approach to creating efficiencies in the online grocery industry. 0:15:19 - Top successes and failures with Jack B. 0:19:49 - Pivot towards partnering with big box stores as a solution provider. 0:24:23 - Explanation of Jack B's financial model and potential for market growth. 0:30:16 - Personal journey of addressing childhood wounds and seeking emotional healing. 0:35:59 - Advice for aspiring entrepreneurs and high potential leaders. 0:46:02 - Opportunities for consulting, investment, and connecting. Connect with Christophe: LinkedIn: https://www.linkedin.com/in/christophe-dessaigne-01085517/ Email: dessaigne@outlook.com About TreMonte and Traversing Entrepreneurship Podcast Traversing Entrepreneurship is a show for and about business owners in Traverse City, Michigan and beyond. In each episode, co-hosts Derek Dall’Olmo and Melissa Niedzielski sit down with local business owners and the professionals who serve them to talk about business building, life, money, taxes, family — and all the ups and downs that come with doing something different. Join us to hear their stories and lessons learned — and to get inspired about what might be possible in your own business. Derek and Melissa work together at TreMonte Financial Consultants, LLC and TreMonte TreMonte Tax Solutions, LLC (together referred to as “TreMonte”). TreMonte works with business owners and entrepreneurs to develop a proactive tax strategy that maximizes after-tax profits. It is TreMonte’s goal to bridge the gap between Financial Advisors and Accountants by serving as CFO to their clients. This show is for informational purposes only and should not be viewed as personalized financial, investment, tax, or legal advice. You should always consult an attorney or tax professional regarding your specific legal or tax situation. Please email Derek Dall’Olmo at derek@tremontefinancial.com with questions and comments or to schedule a one-on-one conversation. TreMonte Facebook Page | Follow Derek on LinkedIn | Follow Melissa on LinkedIn Subscribe: Apple Podcast | Google Podcasts | Amazon Podcasts | Stitcher | Spotify | Deezer | TuneIn If you enjoy the show, please leave a review on...

Jenna Biancavilla, a multipreneur, joins me in this episode to discuss her journey from pre-med to finance, highlighting her dynamic career shift due to a career assessment. She founded Pearl Capital in 2016, aiming to provide unbiased financial advice. Jenna also launched Savvy, a tech company vetting financial advisors, and an online masterclass, Elevate Your Wealth. She emphasizes the importance of hiring early, delegating tasks, and maintaining a flexible work environment. Jenna advised aspiring entrepreneurs to find their passion, understand their limitations, and have a clear end game. She also stresses the importance of transparency in financial advice and the need for a succession plan. This week on Traversing Entrepreneurship: Jenna Biancavilla's entrepreneurial journey, from pre-med to finance advisor Challenges Jenna faced working in the finance industry at large firms Jenna's decision to start her own firm, Pearl Capital, to better serve clients Additional business ventures, including Savvy and an online course Challenges of managing multiple businesses and the benefits of a holding company Lessons Jenna learned, including mistakes with hiring and firing employees Advice for aspiring entrepreneurs, including finding passion and defining an end game Importance of transparency and trust when working with financial clients Jenna's contact information and encouragement for listeners to reach out Connect with Jenna: Website: thepearlcapital.com LinkedIn: https://www.linkedin.com/in/jennabiancavilla/ Email: admin@thepearlcapital.com About TreMonte and Traversing Entrepreneurship Podcast Traversing Entrepreneurship is a show for and about business owners in Traverse City, Michigan and beyond. In each episode, co-hosts Derek Dall’Olmo and Melissa Niedzielski sit down with local business owners and the professionals who serve them to talk about business building, life, money, taxes, family — and all the ups and downs that come with doing something different. Join us to hear their stories and lessons learned — and to get inspired about what might be possible in your own business. Derek and Melissa work together at TreMonte Financial Consultants, LLC and TreMonte TreMonte Tax Solutions, LLC (together referred to as “TreMonte”). TreMonte works with business owners and entrepreneurs to develop a proactive tax strategy that maximizes after-tax profits. It is TreMonte’s goal to bridge the gap between Financial Advisors and Accountants by serving as CFO to their clients. This show is for informational purposes only and should not be viewed as personalized financial, investment, tax, or legal advice. You should always consult an attorney or tax professional regarding your specific legal or tax situation. Please email Derek Dall’Olmo at derek@tremontefinancial.com with questions and comments or to schedule a one-on-one conversation. TreMonte Facebook Page | Follow Derek on LinkedIn | Follow Melissa on LinkedIn Subscribe: Apple Podcast | Google Podcasts | Amazon Podcasts | Stitcher | Spotify | Deezer | TuneIn If you enjoy the show, please leave a review on iTunes to help others discover the podcast.

In this episode, I sit down with Wes Matthews, the CEO and co-founder of Stealth Consulting. Wes shares his journey from the corporate world to the entrepreneurial realm, and how he's now helping other entrepreneurs succeed through his fractional CMO services. Learn about the power of the EOS system, the importance of finding the right team, and Wes' advice for those looking to start or grow their own business. This week on Traversing Entrepreneurship: 0:00:06 meet Wes Mathews 0:01:16 Discussing the start of Wes' entrepreneurial journey. 0:02:45 Transitioning out of the day-to-day operations. 0:05:13 Explaining the trust issues with marketing companies. 0:07:34 Achieving rapid growth with Stealth Consulting. 0:12:52 Comparing entrepreneurship to a boxer's mentality. 0:19:17 Avoiding delusion as a visionary entrepreneur. 0:24:47 Reflecting on the timing of business decisions. 0:33:51 Asking what you really, really want. Connect with Wes: Website: https://stealthconsulting.com LinkedIn: https://www.linkedin.com/in/wesleymathews/ Email: Wes@stealthconsulting.com About TreMonte and Traversing Entrepreneurship Podcast Traversing Entrepreneurship is a show for and about business owners in Traverse City, Michigan and beyond. In each episode, Derek Dall’Olmo sits down with local business owners and the professionals who serve them to talk about business building, life, money, taxes, family — and all the ups and downs that come with doing something different. Join us to hear their stories and lessons learned — and to get inspired about what might be possible in your own business. Derek is the founder of TreMonte Financial Consultants, LLC and TreMonte TreMonte Tax Solutions, LLC (together referred to as “TreMonte”). TreMonte works with business owners and entrepreneurs to develop a proactive tax strategy that maximizes after-tax profits. It is TreMonte’s goal to bridge the gap between Financial Advisors and Accountants by serving as CFO to their clients. Please email Derek Dall’Olmo at derek@tremontefinancial.com with questions and comments or to schedule a one-on-one conversation. TreMonte Facebook Page | Follow Derek on LinkedIn | Follow Melissa on LinkedIn Subscribe: Apple Podcast | Google Podcasts | Amazon Podcasts | Stitcher | Spotify | Deezer | TuneIn If you enjoy the show, please leave a review on iTunes to help others discover the podcast.

Dr. Allen Lomax joins Derek to share his personal journey of overcoming struggles and setbacks through mindfulness, empathy, and personal growth. They discuss their experiences in real estate investing, including strategies for raising capital and sourcing properties, and the importance of relationships and validation. They also explore the challenges of providing affordable housing in rapidly growing cities and the rising costs of rent for college students. Through their stories and insights, they emphasize the power of empathy and mindfulness in achieving success and making impactful investments. This week on Traversing Entrepreneurship: [0:00] Introduction - Derek Dall'Olmo welcomes listeners and introduces Dr. Allen Lomax [5:30] Allen shares his personal story of struggles with identity and depression as a young person [10:20] Allen discusses finding fulfillment later in life through therapy, education, and helping others [15:00] Allen talks about his passion for horses and discovering empathy and mutuality in relationships [20:12] Allen explains his evolution from single-family real estate to commercial properties and capital raising for existing syndicates [25:36] Allen discusses how he builds connections through his podcast and relies on it to find potential partners [31:30] Allen talks about using mastermind groups for support and validation in real estate deals [34:46] Derek and Allen discuss lessons around leverage from Allen's past experiences [43:21] Allen bAllences his academic career with real estate investing by leveraging flexibility as a professor [46:03] Derek and Allen discuss affordable housing challenges for local workers in vacation towns [52:08] Derek expresses concerns about rising costs of college housing and its impact on students [55:00] Allen offers a free strategic consultation and wraps up the discussion Connect with Allen: Website: https://steedtalker.com/ LinkedIn: https://www.linkedin.com/in/allenlomax/ Email: steedtalker@gmail.com About TreMonte and Traversing Entrepreneurship Podcast Traversing Entrepreneurship is a show for and about business owners in Traverse City, Michigan and beyond. In each episode, co-hosts Derek Dall’Olmo and Melissa Niedzielski sit down with local business owners and the professionals who serve them to talk about business building, life, money, taxes, family — and all the ups and downs that come with doing something different. Join us to hear their stories and lessons learned — and to get inspired about what might be possible in your own business. Derek and Melissa work together at TreMonte Financial Consultants, LLC and TreMonte TreMonte Tax Solutions, LLC (together referred to as “TreMonte”). TreMonte works with business owners and entrepreneurs to develop a proactive tax strategy that maximizes after-tax profits. It is TreMonte’s goal to bridge the gap between Financial Advisors and Accountants by serving as CFO to their clients. This show is for informational purposes only and should not be viewed as personalized financial, investment, tax, or legal advice. You should always consult an attorney or tax professional regarding your specific legal or tax situation. Please email Derek Dall’Olmo at derek@tremontefinancial.com with questions and comments or to schedule a one-on-one conversation. TreMonte Facebook Page | Follow Derek on LinkedIn | Follow Melissa on LinkedIn Subscribe: Apple Podcast | Google Podcasts | Amazon Podcasts | Stitcher | Spotify | Deezer | TuneIn If you enjoy the show, please leave a review on iTunes to help others discover the podcast.

Derek Dall'Olmo interviews Matt Clark to discuss his experiences in leveraging AI and automation to build successful B2B marketing businesses. They emphasized the importance of finding the right people to hire and train, and highlighted the need for high-quality clients and the challenges faced by car dealerships in the current market. They also discussed their approaches to scaling sales and lead generation on LinkedIn, and prioritizing freedom and lifestyle in their businesses. Additionally, they discussed the importance of accountability in business, particularly in the context of marketing efforts, and emphasized the need for agencies and clients to work together to ensure timely responses, progress tracking, and responsible decision-making. This week on Traversing Entrepreneurship: Matt Clark, CEO of Virtual Edge, shares insights on B2B marketing with AI and automation. Automating sales processes using LinkedIn. Identifying ideal clients for B2B service providers. Using AI to enhance networking and sales on LinkedIn. Building systems for business success, personal freedom, and client success. Taking responsibility in business and creating a successful marketing strategy. Entrepreneurship, business growth, and tax strategy. Connect with Matt: Website: thevirtualedge.com LinkedIn: https://www.linkedin.com/in/mattclarkrainmaker/ Email: matt@thevirtualedge.com About TreMonte and Traversing Entrepreneurship Podcast Traversing Entrepreneurship is a show for and about business owners in Traverse City, Michigan and beyond. In each episode, co-hosts Derek Dall’Olmo and Melissa Niedzielski sit down with local business owners and the professionals who serve them to talk about business building, life, money, taxes, family — and all the ups and downs that come with doing something different. Join us to hear their stories and lessons learned — and to get inspired about what might be possible in your own business. Derek and Melissa work together at TreMonte Financial Consultants, LLC and TreMonte TreMonte Tax Solutions, LLC (together referred to as “TreMonte”). TreMonte works with business owners and entrepreneurs to develop a proactive tax strategy that maximizes after-tax profits. It is TreMonte’s goal to bridge the gap between Financial Advisors and Accountants by serving as CFO to their clients. This show is for informational purposes only and should not be viewed as personalized financial, investment, tax, or legal advice. You should always consult an attorney or tax professional regarding your specific legal or tax situation. Please email Derek Dall’Olmo at derek@tremontefinancial.com with questions and comments or to schedule a one-on-one conversation. TreMonte Facebook Page | Follow Derek on LinkedIn | Follow Melissa on LinkedIn Subscribe: Apple Podcast | Google Podcasts | Amazon Podcasts | Stitcher | Spotify | Deezer | TuneIn If you enjoy the show, please leave a review on iTunes to help others discover the podcast.