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    Marketing

    Inside BS Show

    Would you like to work with better clients, make more money, and build a business that gives you true freedom?

    Have you struggled with the loneliness that comes with working long hours and solving the dozens of complex problems you face as an entrepreneur?

    Do you ever feel like the most valuable business secrets are shared behind closed doors—where only insiders have access?

    Welcome to The Inside BS Show—your daily invitation to step behind the velvet rope and into the room where real business leaders talk strategy, success, and scale.

    These are your people. They’ve been where you are, and they’ve gone where you want to go. But most importantly, they feel your pain and can help it go away.

    If you’re an entrepreneur, CEO of a private company, or leader of a professional firm, this show is your secret weapon.

    On each show we break down the business growth strategies that insiders use to win—revenue generation, building influence, succession planning, hiring top talent, navigating legal minefields, and crafting an exit strategy that maximizes value.

    But this isn’t just a podcast—it’s a community. We don’t just talk at you; we bring you into the conversation.

    Your host, Dave Lorenzo (The Godfather of Growth), gives you an exclusive front-row seat to the insights, strategies, and behind-the-scenes conversations that drive business success.

    A new episode drops each Wednesday at 6 AM.

    Want to connect with Dave? Call (305) 692-5531.

    What are you waiting for? Join us ON THE INSIDE.

    Advertise
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    Latest Episodes:
    How to Handle Crisis Communications | Dave Oates | 531 Aug 01, 2022
    Show notes

    How to Become the Lawyer the Doctors Trust | Melinda Malecki | 530 Jul 26, 2022
    Show notes

    How to Become the Lawyer the Doctors Trust

    On this edition of The INside BS Show, Dave Lorenzo interviews Melinda Malecki. Melinda is a Healthcare lawyer.

    00:00 The Lawyer The Doctors Trust
    00:51 How did Melinda become a Health Care Attorney?
    01:57 How did Melinda's experience as an organ transplant coordinator help her to become a Health Care Attorney?
    02:52 What is the legal procedure for an organ transfer?
    04:14 What is the initial assessment of an organ donor following a sudden death?
    08:47 What was Melinda's first job after graduating from the practice of healthcare law?
    09: 39 What are the various types of work relationships that doctors will have with either a hospital or a large practice group?
    11:10 What are the benefits of contract physicians?
    12:56 Can a doctor's contract be negotiated?
    14:33 If nurses are hired, are they restricted to healthcare practices?
    15:20 What is the role of an advanced practice nurse?
    15:56 Can a doctor work part-time at a large system while building up their practice?
    17:11 What are some of the hardest issues for a lawyer representing a doctor and a nurse to negotiate?
    20:06 How do non-compete agreements work in Illinois?
    22:20 Is it possible for physicians to sign up to work for facilities without having their contracts reviewed by a lawyer?
    23:43 Who should a physician contact when starting their own practice?
    25:31 How does a doctor determine what insurance to take and not to take?
    26:17 What is the arrangement for outside doctors coming into a town versus the ordinary doctor?
    29:41 How many procedures can a doctor perform in a given week or month?
    30:52 What is the current state of the medical industry's economy?
    32:58 What is the current state of the nursing market in the United States?
    34:28 What should a physician who wants to start a concierge practice know?
    36:07 How may insurance be used when a doctor is a member of a membership organization?

    Melinda Malecki
    Healthcare Attorney
    (312) 203-4505
    mmalecki@mbhealthlaw.com

    About Melinda Malecki
    Melinda Malecki is a Healthcare Law attorney with 30 years of corporate, regulatory, and risk management experience. She provides legal counsel, corporate compliance, and risk management services to physicians and healthcare practitioners, hospitals and healthcare organizations. Of note (to her) she is working on a concept called a "Pet-Legal Partnership" (PLP)which is an animal welfare care delivery model that formally includes lawyers in animal welfare care teams to address legal issues that force pet owners to abandon their pets. These issues might include substandard housing, threat of eviction or foreclosure and more. She is modeling this after an established model in the medical field called a "medical legal partnership" (MLP).


    Why you need to have an Estate Plan NOW! | Jennifer Taddeo | 529 Jul 25, 2022
    Show notes

    Why you need to have an Estate Plan NOW!

    On today's Inside BS Show, Dave Lorenzo interviews Estate Planning Attorney Jennifer Taddeo.

    00:00 Why you need to have an Estate Plan NOW!
    00:58 How did Jennifer become interested in Estate Planning?
    05:14 Why is estate planning so essential for young, healthy individuals?
    06:50 Even people as young as 18 should have an Estate Plan.
    10:24 What documents are required for an Estate Plan?
    17:09 What updated documents are required when getting married and divorcing?
    22:42 What are the two types of durable powers of attorney?
    30:50 Why you need to have an Estate Plan NOW!

    Jennifer Taddeo
    Estate Planning Attorney
    jenn@Estatewiseadvisory.com
    (508) 233-8393

    About Jennifer Taddeo:
    Jennifer D. Taddeo is a partner who concentrates her practice in estate planning, tax planning, business succession planning, trust and estate administration, elder law and long term care planning.
    She provides service to individuals, families, fiduciaries, entrepreneurs, and business owners. She is experienced in drafting wills, revocable and irrevocable trusts, and other estate planning documents.
    Ms. Taddeo assists clients with wealth transfer strategies designed to minimize overall estate tax liability while protecting beneficiaries from creditors. Her expertise in trust and estate administration extends to complex tax and disclaimer issues.
    Outside of the office, Jennifer is very active in the community. She is on the Board of Managers for the Bernon Family Branch of the Hockomock Area YMCA. She is a lifelong member and supporter of the YMCA, as both she and her children attended the YMCA day care and summer camps. Jennifer is proud to advise on branch management and help raise funds for the many ways in which the Hockomock Area YMCA impacts its community.
    Ms. Taddeo is an Accredited Estate Planner®. An AEP® designation is administered by the National Association of Estate Planners & Councils to estate planning professionals who meet special requirements of education, experience, knowledge, professional reputation, and character.


    A Credit Card Processor Teaches Us About Business Development | Joe Campagna | 528 Jul 19, 2022
    Show notes

    A Credit Card Processor Teaches Us About Business Development

    Dave Lorenzo interviews Joseph Campagna about credit card processing and business development.

    00:00 A Credit Card Processor Teaches Us About Business Development
    00:41 How did Joe get into the world of credit card merchant processing?
    03:44 Dave's credit card processing story: What a credit card processor did for him during the recession
    09:14 How does a sales relationship help you stay in business longer?
    15:17 What differentiates Joe Campagna and Grant Merchant Services from the competition?
    18:54 What is considered a high-risk business?
    20:32 Why should someone call Joe if they are just starting a side business?
    25:59 What is the distinction between a card processor, a gateway, and a bank?
    27:27 What industries pass fees on to the end user, and what percentage of the fees are passed on to the client?
    30:37 What Joe teaches his client about credit card compliance
    32:18 Who is Joe's ideal client?
    34:16 When should you switch credit card processors?
    36:42 Can Joe work with a small and new business?

    Joe Campagna
    Principal
    Grant Merchant Services
    (847) 292-0609
    joe@grantmerchantservices.com

    About Joe Campagna

    Joe Campagna took over running Grant Merchant Services in 2007 when his step-dad, Gary Glowinski suddenly passed away. Coming from the worlds of finance, tech and hospitality, Joe jumped feet first into the deep end, learning on the fly to manage and grow an existing portfolio. Now, 13 years later, Joe has taken GMS to new levels with clients across the country. He has maintained the relationships his dad built while growing the business. “Twenty years after our founding, I work every day trying to live up to the legacy my dad started,” Joe says. “He was a handshake, good-as-your-word, old school salesman. Having many of our original clients still with us today is the clear indicator of our success.”

    GMS works with a variety of clients from a 200+ location seasonal firework company to many B2B and B2C merchants. In the past 13 years, Joe has seen the industry and client marketplace change. “Finding ways to adapt is crucial to any business' survival, especially with the increase in competition our industry has seen,” Joe adds. “We try to help our clients build their success and not be viewed as a commodity, but more of a valued service to their customers.” His goal is to demystify the world of payments and find the best solution for GMS clients. All while ensuring GMS customers understand the costs along the way.

    When Joe isn’t busy at work, he’s cheering on his Wisconsin Badgers, playing in an “old man” hockey league and trying to keep up with his 5-year-old twin daughters. Suffice to say, he has an easier time keeping up with the old guys on the ice.


    Class Action Lawsuit Master Class | Brett Gallaway | 527 Jul 18, 2022
    Show notes

    On this episode of the Inside BS Show, Dave Lorenzo interviews Brett Gallaway about class action lawsuits.

    00:00 Class Action Lawsuit Master Class
    01:21 What exactly is a Class Action Lawsuit?
    07:43 Who covers the Legal Fees in a Class Action Lawsuit?
    10:08 When should a Lawyer be aware of his or her limits in a case?
    12:12 What are Brett Firm's standards for accepting a case?
    17:19 How can a lawyer tell when a case is ready for settlement?
    21:03 A decade case that was finally resolved: Apple Inc.
    28:56 How a Class Action Settlement works and How a Lawyer convinces everyone to accept a Settlement
    35:36 What else does Brett and his firm McLaughlin and Stern do?
    37:44 What should people ask an attorney before hiring them, and what should they look for if they have a plaintiff's case?

    Brett Gallaway
    Litigator and Class Action Attorney
    McLaughlin and Stern
    (212) 448-1100
    bgallaway@mclaughlinstern.com

    About Brett Gallaway:
    Brett R. Gallaway is a partner in the litigation department and Co-Chair of McLaughlin and Stern’s Class Action Practice. Mr. Gallaway specializes in employment and commercial litigation with a concentration on complex and class action lawsuits. He has a detailed working knowledge of federal and state labor laws and has successfully litigated and negotiated hundreds of employment claims including wage and hour issues, employment discrimination and wrongful termination, WARN Act violations and various other labor disputes. In addition to employment litigation, Mr. Gallaway also regularly assists clients with corporate, real estate and transactional matters, and has significant federal and state court trial experience prosecuting and defending commercial lawsuits. Mr. Gallaway also regularly represents clients in all facets of the restaurant and hospitality industry from business organization and structuring to protective strategies and litigation defense.

    Mr. Gallaway has been regularly cited in the press and legal publications for his innovative efforts in the practices of employment law and litigation and has been recognized since 2015 in New York’s “Super Lawyers” as a “Rising Star”, which is a competitive selection of the top 2.5 percent of attorneys in each state, as chosen by their peers and through independent research.
    Mr. Gallaway received his Bachelor of Science degree magna cum laude from New York University and his J.D. from Tulane Law School where he was on the Moot Court Board, three national Moot Court Trial Teams and practiced as a student attorney in the Tulane Domestic Violence Law Clinic. Mr. Gallaway is a native of New York City and is a member of the New York County Lawyer’s Association.


    How to Find Your Mission and Purpose | Sheri Prentis | 526 Jul 15, 2022
    Show notes

    How to Find Your Mission and Purpose

    On this edition of the Inside BS Show, Dave Lorenzo interviews Dr. Sheri Prentiss. Join us to find your mission and purpose.

    Chapters:
    00:00 How to Find Your Mission and Purpose
    00:52 The truly inspirational background of Dr. Sheri Prentis
    08:03 How Dr. Sheri helps doctors by sharing her knowledge
    13:25 How genuine a physician's empathy for their patients should be
    17:38 Culture and COVID vaccines: Dave's personal experience
    21:20 Race and Vaccines
    24:39 How medical professionals can persuade people of color to get the COVID vaccine
    27:58 How physicians find their purpose
    39:13 An important lesson for aspiring medical students

    Dr. Sheri Prentiss, MD
    President & CEO
    S Phillips Consulting
    (847) 602-2277
    info@drsherimd.com
    https://www.drsherimd.com/

    About Dr. Sheri Prentiss:
    Dr. Sheri (pronounced Sher-Ree) is a visionary, best-selling author and sought-after physician leader. She is a board certified occupational & environmental medicine physician, public health expert, and a breast cancer survivor. After breast cancer treatment left her disabled from lymphedema in her right upper extremity, stripping her of her life-long dream of being a practicing physician, she re-invented herself and went on to become a national public figure, professional speaker, and entrepreneur/owner of her own healthcare consulting business. She has been the catalyst for transformation in the space of cultural and workplace diversity for more than two decades. She launched her TV show, The LIVE Today Show, on CANTV channel 21, as well as her podcast, “Where Medicine Meets Ministry: Dr. Sheri Talks Faith & Facts.”


    Where to Find the Hidden Money in Your Business | Neil Schwan | 525 Jul 14, 2022
    Show notes

    Where to Find the Hidden Money in your Business

    On today's Inside BS Show, Dave Lorenzo interviews expense reduction expert Neil Schwan.

    00:00 Where to Find the Hidden Money in Your Business
    00:52 How did Neil become an Expense Reduction Expert?
    02:59 Where does Neil find the most savings in businesses?
    04:11 How does Neil's approach work?
    06:17 What role does the Expense Reduction Expert play in a larger organization?
    08:47 What areas of a company do Expense Reduction Experts examine?
    09:20 A Successful Case Study
    15:36 How does Neil capitalize on having a large number of vendor relationships?
    18:13 How long does it take an Expert Reduction expert to work with a business client?
    19:52 A case study in which Neil is involved in a Chapter 13 bankruptcy,
    20:47 What other industries does an Expense Reduction Expert serve?
    23:24 Can an Expense Reduction Expert assist people with insurance issues?
    24:19 What business industries would an Expense Reduction Expert not be a good fit for?

    Neil Schwan
    Expense Reduction Expert
    (630) 381-0037
    neil.schwan@schooleymitchell.com

    About Neil Schwan:
    28 years of helping clients improve their businesses has led me to this moment. I help businesses reduce many of their vendor expenses, with no upfront cost. There is nothing better than, delivering "Found Money" for my clients and partners. I get a charge out of hearing a client say “ WOW! This is great! I can't believe how much money you recovered!


    How a Great Coach Makes You a Better Financial Athlete | Mark Lenert | 524 Jul 13, 2022
    Show notes

    How a Great Coach Makes You a Better Financial Athlete

    All of us want to win at the game of financial planning. On this episode of the Inside BS Show, Dave Lorenzo interviews Mark Lenert, a guy who coaches a team and people who want to preserve their assets. Join us and discover the strategies you can use to win the financial game of retirement planning.

    Chapters:
    00:00 How a Great Coach Makes You a Better Financial Athlete
    00:35 Why did Mark choose to help people as a Financial Advisor?
    02:06 What are the benefits of being a teacher and a coach to Mark as a financial advisor?
    05:05 Is it advisable to work with family in business?
    07:35 How Mark's work as a teacher helps him in pursuing his other career goals
    12:58 How does Mark coach his team?
    15:27 What is the value of client communication?
    23:45 How does Mark manage his work as a coach and a financial advisor?
    27:55 What is the story behind a Doberman in a car on a lift?
    31:26 How did Mark approach his client pitch when he first started his company?
    36:58 What others should be thinking in order to get a client?

    Mark Lenert
    Founder
    Lenert Financial
    (212) 261-0223
    mark@lenertfinancial.com

    About Mark Lenert
    For over 15 years, Mark has worked as a Financial Advisor. He offers insurance, investment, retirement, and long-term planning services. Seeking to have a significant impact on the lives of individuals, families, and business owners, Mark founded the Lenert Financial Group.
    Mark graduated in 1991 from Pennsylvania State University with a Bachelor of Science degree in Mathematics. Before beginning his financial planning career, Mark spent time teaching high school mathematics and coaching soccer and football. His love for numbers, his desire to educate, and his ability to understand the needs of others made transitioning into financial services a logical progression. Mark holds his Life Underwriter Training Council Fellow (LUTCF®) designation. He has achieved Court of Table for the Million Dollar Round Table since 2016 as well as Chairman’s Council since 2015. Both of these are very prestigious honors in his profession.
    Aside from helping his clients achieve their financial objectives, Mark enjoys sports, music, traveling, playing the guitar, meeting new people, and spending time with his family. He and his wife Ida have three children: Liam, Linnea, and Isabella and they currently reside in Tarrytown New York.


    The Right Way to Plan Your Estate and Gifts to Charitable Institutions | Jennifer Abelaj | 523 Jun 29, 2022
    Show notes

    The Right Way to Plan Your Estate and Gifts to Charitable Institutions

    This show is important for anyone who cares about his/her family. Today Dave Lorenzo has a conversation with Jennifer Abelaj, an New York Estate Planning Attorney. Join us!

    00:00 The Right Way to Plan Your Estate and Gifts to Charitable Institutions
    01:19 What inspired Jennifer to become an Estate Planning Attorney?
    02:07 How does Jennifer begin discussing Estate Planning with others?
    05:16 The Importance of Estate Planning in Families
    06:50 What are the basic requirements for Estate Planning in New York?
    09:23 What is a Will and what is contained within it?
    10:57 How significant is an Estate Plan in an Insurance Policy?
    14:17 How important is it to hire an Estate Planning Attorney when acquiring Insurance?
    15:44 What is Susan's recommendation for long-term assets to be left to a minor?
    21:50 What does Trustee and Executor mean?
    23:37 What is the difference between Revocable and Irrevocable Trusts?
    26:49 How to Set-up and Use a Trust?
    29:48 Why do some clients want to purchase assets in private?
    33:11 Why is it necessary to hire an Attorney if you intend to donate to charity?

    Jennifer Abelaj
    Estate & Philanthropic Planning Attorney
    212-328-9568
    jva@abelajlaw.com
    https://www.abelajlaw.com/

    About Jennifer Abelaj:
    Jennifer V. Abelaj has a combined background in business, tax, and the law. She started her career as a Certified Public Accountant with Ernst and Young and continued practicing as a CPA at two worldwide investment banks. In her legal career, she worked at both large and boutique law firms practicing in Trusts and Estates and Non-Profits.
    She has significant experience advising high net worth clients, both domestic or with an international footprint. She has worked with non-profit boards, executive directors, and lobbying groups.
    As a first-generation American, Jennifer is comfortable working with clients of various nationalities. Jennifer speaks Spanish fluently and Slovak conversationally, which are the native languages of her parents. She also speaks French conversationally, which is her husband’s native language.
    Jennifer lives in Manhattan and enjoys the sights, sounds and experiences of New York City. In her spare time, you can find her snowboarding on a mountain or spending time with her husband and dog.


    How to Build a Personal Brand | Susan Sharp | 522 Jun 28, 2022
    Show notes

    How to Build a Personal Brand

    On this episode of The Inside BS Show, Dave Lorenzo interviews Susan Sharp, an artist, author, and professional speaker. The focus of today's show is how Susan built a successful and resonant personal brand.

    Chapters:
    00:00 How to Build a Personal Brand
    00:55 How did Susan start her career?
    03:52 How did Susan get over her feeling of being burned out?
    05:40 Who is Susan's ideal client?
    07:49 What should people ask Susan to help them get unstuck?
    13:27 How has writing books helped Susan's business growth?
    16:51 Susan's Etsy Marketing Strategy
    19:03 How does Susan manage to do her artwork while also being a professor?
    20:25 What is the significance of business development and marketing strategy for artists?

    Susan Sharp
    Author, Speaker, Consultant
    (309) 868-2253
    https://asharpdifference.com/
    Susan@asharpdifference.com

    About Susan Sharp:
    Susan Sharp is an abstract artist, author of Mid-Life Wisdom, The Legend of Frodder Spires, and The Farty Boys series and a contributor to three other books. She’s also a speaker with a passion for understanding our creative potential and motivations. Her blend of humor and ease of presentation makes her a sought-after speaker and podcast guest. Susan speaks about her career in the arts, the artist’s workspace and its importance in creativity, her Midwest upbringing, her creative process, her career in teaching in higher education, and the desire to see all people—especially those who don’t consider themselves creative—let go of limiting beliefs and blocks to their greatness.
    Through a combination of years of personal study on creativity as well as her own involvement in numerous creative pursuits (writing, art, music, design, directing, playwriting, craft, and voiceovers) Susan’s art was featured on the set of Season 7 of Orange is The New Black.
    For more information about Susan including availability for book signings and speaking engagements, visit www.asharpdifference.com


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