Thinking Like a Bank Sarry Ibrahim

🔥 This episode talks about:


Sarry's journey from his introduction to the financial services industry to his decision to pursue the CFPⓇ certification.




Learn about the CFP designation, its founding mission, and why it's considered the gold standard in financial planning.




Explore the comprehensive curriculum of the CFP certification, including topics such as investment strategies, tax planning, and fiduciary responsibility.




How CFP training has shaped Sarry's professional journey and approach to financial planning.




Gain valuable tips and strategies for aspiring CFP professionals, from crafting structured study schedules to leveraging effective learning techniques.




Understand the principles of fiduciary responsibility in client-centered advisory services.



👉To learn more about what we do and how we can help you grow more wealth, please visit ➡️ https://finassetprotection.com

👉You can also schedule a free call with us: ➡️ https://calendly.com/financialservicesins

📩 🔗Connect with Sarry on https://www.linkedin.com/in/sarry-ibrahim-mba-ltcp-bank-on-you/

📢💡 📚 Free "Thinking Like a Bank" ebook. Learn to think like a bank by downloading a free copy here: ➡️ https://thinkinglikeabank.com

🚧 👉 **Not intended to be financial advice. Please consult a professional who knows your specific situation.

Joe Camberato is the CEO and founder of National Business Capital – the leading FinTech marketplace, helping entrepreneurs access competitive financing fast through an easy-to-use online platform and an experienced team. Joe knows entrepreneurs because he is an entrepreneur. With a strong vision, determination, and passionate leadership, Joe grew his firm from a small operation in his spare bedroom to one of the top workplaces on Long Island – all without one dollar of private equity.

🔥 This episode talks about:

☑️ What drove Joe Camberato to start the National Business Capital?

☑️ Some challenges that entrepreneurs face, especially with accessing business loans 

☑️ What is non-bank private lending? How does it differ from traditional bank lending?

☑️ How do these lenders provide solutions for businesses that may not fit the criteria of traditional banks?

☑️ How does Joe's company address the unique needs of businesses across various industries? 

☑️ Why is it essential for business owners to diversify their investments.

☑️ The tax benefits associated with financing 

☑️ Diversification and financial planning as valuable strategies for mitigating risk 

To connect with Joe Camberato, please visit:

👉Website:➡️https://www.nationalbusinesscapital.com/

👉Linkedin: ➡️https://www.linkedin.com/in/growbyjoe/

👉YouTube: ➡️https://www.youtube.com/c/growbyjoe

👉To learn more about what we do and how we can help you grow more wealth, please visit ➡️ https://finassetprotection.com

👉You can also schedule a free call with us: ➡️ https://calendly.com/financialservicesins

📢💡 📚 Free "Thinking Like a Bank" ebook. Learn to think like a bank by downloading a free copy here: ➡️ https://thinkinglikeabank.com

🚧 👉 **Not intended to be financial advice. Please consult a professional who knows your specific situation.

Today, Mark Willis and Sarry talk about Tardus Wealth Strategies, The Income Snowball™, and using a Bank On Yourself type whole life policy to maximize the cash value growth while also minimizing risk. 

Check out this episode to learn more about Tardus, who they are, how they help people reach financial freedom in about 10 years, and how using their financial strategies along with Bank On Yourself can help increase and improve your path to financial freedom.

🔥 This episode talks about:

☑️ The Bank On Yourself concept

☑️ How does Bank On Yourself work with passive investments?

☑️ The Income Snowball™ and Tardus Wealth Strategies

☑️ The advantages of using Bank On Yourself for passive income opportunities

☑️ Using a dividend-paying whole life insurance policy as an alternative line of credit

☑️ Indexed Universal Life (IUL) vs Dividend-paying whole life insurance 

☑️  Potential downsides of using IUL policies for The Income Snowball™ 

☑️ Direct vs Non-Direct Recognition

☑️ The importance of non-direct recognition policies for loans

☑️ How does the growth and cost structure differ between the two?

☑️ Long-term benefits of using dividend-paying whole life insurance

To connect with Mark Willis CFP®, please visit:

👉Website:➡️https://lakegrowth.com/

👉Linkedin: ➡️https://www.linkedin.com/in/marklakegrowth

👉Facebook: ➡️https://www.facebook.com/lakegrowth

👉Twitter: ➡️https://twitter.com/LakeGrowth

👉Instagram: ➡️https://www.instagram.com/notyouraveragefinancia/

👉YouTube:➡️https://www.youtube.com/channel/UCw-DvhKT2EaPFdncLy39LIQ

👉Not Your Average Financial Podcast: ➡️https://nyafinancialpodcast.com/

👉Book: 📚 Amazon: Mark Willis Book

👉To learn more about what we do and how we can help you grow more wealth, please visit ➡️ https://finassetprotection.com

👉You can also schedule a free call with us: ➡️ https://calendly.com/financialservicesins

📢💡 📚 Free "Thinking Like a Bank" ebook. Learn to think like a bank by downloading a free copy here: ➡️ https://thinkinglikeabank.com

🚧 👉 **Not intended to be financial advice. Please consult a professional who knows your specific situation.

Michael Scicluna is a seasoned financial executive and partner, CFO at High Country Finance. With extensive experience as a CFO in multiple organizations, Mike specializes in cash flow forecasting, accounting analysis, and providing high-level advice to startups and growing businesses.



His expertise spans 25 industries, making him a trusted resource for strategic financial guidance.



🔥 This episode talks about:

☑️ What is a CFO?

☑️ The common misconceptions about the role of a CFO

☑️ The types of companies High Country Finance typically work with 

☑️ Why is there a constant need for new accountants?

☑️ Some quick tips for business owners to assess their balance sheets for errors.

☑️ Does High Country Finance handle all aspects of accounting, bookkeeping, and tax compliance?

☑️ Difference between financial planning for yourself and your business? 

☑️ What percentage of gross revenue should businesses allocate to outsourced CFO services?



To connect with Michael Scicluna, please visit:

👉Website:➡️https://highcountryfinance.com/

👉Linkedin: ➡️ https://www.linkedin.com/in/michael-scicluna/

👉Facebook: ➡️https://www.facebook.com/elder.scicluna/

👉Instagram: ➡️https://www.instagram.com/scicluna23/

👉To learn more about what we do and how we can help you grow more wealth, please visit ➡️ https://finassetprotection.com

👉You can also schedule a free call with us: ➡️ https://calendly.com/financialservicesins

📢💡 📚 Free "Thinking Like a Bank" ebook. Learn to think like a bank by downloading a free copy here: ➡️ https://thinkinglikeabank.com

🚧 👉 **Not intended to be financial advice. Please consult a professional who knows your specific situation

Devin Miller founded Miller IP Law to help startups and small businesses with patents, inventions, trademarks, brands, and copyrights. Devin founded his first startup while earning his law and MBA degrees. Since then, he launched several seven and eight figure startups.



Devin enjoys every minute of helping startups and small businesses.



🔥 This episode talks about:



☑️ Devin's background as an attorney 

☑️ How to become an intellectual property (IP) attorney? 

☑️ Who needs an IP attorney? 

☑️ Why did Devin choose to specialize in serving startups and small businesses?

☑️ The costs associated with securing patents and trademarks? 

☑️ Why is it important to safeguard intellectual property?

☑️ What are the requirements for determining patent eligibility?

☑️ Why is it crucial for business owners to obtain patents, trademarks, and copyrights?

☑️ How can intellectual property become an asset you can own, license, sell, or leverage? 

☑️ In the event of intellectual property infringement, what options are available to the business owner?

☑️ The factors to be considered before selecting a law firm for patent or trademark applications? How to know how much you should spend on legal fees? 



To connect with Devin Miller, please visit:

👉Website:➡️https://milleripl.com/

👉Linkedin: ➡️https://www.linkedin.com/in/millerip/

👉Email: ➡️devin@lawwithmiller.com



👉To learn more about what we do and how we can help you grow more wealth, please visit ➡️ https://finassetprotection.com

👉You can also schedule a free call with us: ➡️ https://calendly.com/financialservicesins

📢💡 📚 Free "Thinking Like a Bank" ebook. Learn to think like a bank by downloading a free copy here: ➡️ https://thinkinglikeabank.com

🚧 👉 **Not intended to be financial advice. Please consult a professional who knows your specific situation.

Frank Hanna is a Chartered Financial Consultant, private wealth advisor, and is a leading specialist in estate planning, business succession planning, and wealth management for a select group of individuals, executives, and privately held business owners. Frank spent over 15 years within the restaurant hospitality industry, operating several of his family's restaurants and bars in Delaware and Maryland.



In 2007, he launched a financial consulting firm within his family business providing guidance in real estate development, tax management, and private investment. 



🔥 This episode talks about:



☑️ Frank's background in the restaurant and hospitality industry.

☑️ Delaware Statutory Trust (DST) versus a traditional 1031 Exchange​.

☑️ The benefits of exchanging an investment property into a Delaware Statutory Trust​.

☑️ Diversification offered through a Delaware Statutory Trust .

☑️ Addressing 1031 Exchange challenges with DST

☑️ Navigating the 1031 Exchange process with REVX

☑️ The role of a Qualified Intermediary (QI) in a1031 Exchange



To connect with Frank Hanna Jr. and to learn more about 1031 Exchange and  Delaware Statutory Trust (DST), please visit:

👉Website:➡️ https://www.revxwealth.com/

👉Linkedin: ➡️ https://www.linkedin.com/in/frank-hanna-chfc%C2%AE-b5266729

👉Instagram: ➡️ https://www.instagram.com/revxwealth/

👉Twitter: ➡️ https://twitter.com/frank_hanna?lang=en

👉 Facebook: ➡️ https://www.facebook.com/RevXWealth

📩 Email: frankhanna@revxwealth.com



👉To learn more about what we do and how we can help you grow more wealth, please visit ➡️ https://finassetprotection.com

👉You can also schedule a free call with us: ➡️ https://calendly.com/financialservicesins

📢💡 📚 Free "Thinking Like a Bank" ebook. Learn to think like a bank by downloading a free copy here: ➡️ https://thinkinglikeabank.com

🚧 👉 **Not intended to be financial advice. Please consult a professional who knows your specific situation.