『Vital Strategies』のカバーアート

Vital Strategies

Vital Strategies

著者: Patrick Lonergan
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Welcome to Vital Strategies Podcast, where financial and tax expertise meets entrepreneurial success. Join us as we dive deep into the world of high-level entrepreneurship, bringing you top authorities who specialize in cutting-edge financial and tax strategies. Our podcast is your go-to resource for staying ahead in the financial game, offering insights and advice that can optimize your wealth, reduce tax liabilities, and supercharge your business growth. Tune in to gain a competitive edge and unlock the secrets to financial success in the world of high-level entrepreneurship.Copyright 2023 All rights reserved. マネジメント・リーダーシップ リーダーシップ 個人ファイナンス 経済学
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  • 104 The Entrepreneur’s Guide to Hiring, Leadership, and Compliance with Vicky Brown
    2025/11/04

    What if the biggest threat to your business growth isn’t your competition but your HR strategy? In this episode of the Vital Wealth Strategies Podcast, host Patrick Lonergan sits down with Vicky Brown, founder and CEO of Idomeneo HR Resources, to unpack how entrepreneurs can build thriving teams, avoid costly HR mistakes, and create scalable structures that support long-term success.

    Patrick and Vicky dive deep into the systems behind effective hiring, leadership development, and compliance and how the right HR foundation can free business owners to focus on what truly drives growth. From understanding the difference between outsourced HR and PEOs to identifying bottlenecks in leadership and leveraging AI responsibly, this conversation offers actionable insight for every entrepreneur ready to scale with confidence. Stay tuned until the end for Vicki’s practical advice on preventing the most common HR landmines.

    Key Takeaways:

    • The difference between outsourced HR and PEOs and which model works best for small and mid-sized businesses.
    • How to hire smarter by defining success factors and attracting the right candidates.
    • The importance of building a leadership team early to avoid growth bottlenecks.
    • Common HR compliance mistakes that can cost thousands and how to prevent them.
    • Why delegation and vision are essential for scaling sustainably.
    • How proactive HR and smart tax planning together create a business built for long-term wealth.

    Learn More About Vicky:

    Official Website: Concierge, HR consulting services for small business

    Podcast Listeners Gift Website: Ultimate HR Workflow Guide More

    Resources:

    Visit www.vitalstrategies.com to download FREE resources

    Listen to the podcast on your favorite app: https://link.chtbl.com/vitalstrategies

    Follow on Instagram at https://www.instagram.com/vital.strategies

    Follow on Facebook at https://www.facebook.com/VitalStrategiesPodcast

    Follow on LinkedIn at https://www.linkedin.com/in/patricklonergan/

    Credits:

    Sponsored by Vital Wealth

    Music by Cephas

    Art work by Two Tone Creative

    Audio, video, research and copywriting by Victoria O'Brien

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    1 時間 2 分
  • 103 | The Secret to Keeping Your Crypto Millions Safe and Tax-Efficient with Jake Claver
    2025/10/28
    What happens when crypto wealth skyrockets overnight but there’s no plan to protect it, grow it, or pass it on? In this episode of the Vital Wealth Strategies Podcast, host Patrick Lonergan sits down with Jake Claver, Managing Director, CEO, and Founder of Digital Ascension Group, to explore how today’s high-net-worth crypto investors are turning digital volatility into lasting wealth. Together, they break down how to build a family office framework that safeguards assets, reduces taxes, and creates generational stability, even if your fortune began with a single successful trade. Patrick and Jake dive deep into topics like digital asset custody, Wyoming LLC structures, asset protection trusts, and how borrowing against crypto can unlock liquidity without triggering massive tax bills. This episode is packed with practical insights for entrepreneurs who want to protect their wealth, grow strategically, and align their money with their life’s mission. Key Takeaways How family office structures help crypto investors manage risk and plan for the future Why secure custody through institutional partners like Ascension is critical for digital assets The role of Wyoming LLCs and asset protection trusts in wealth preservation How to borrow against crypto for liquidity, without selling or paying unnecessary taxes Why diversification and professional guidance are key once wealth is built Recommended books for mastering generational wealth and strategy The mindset shift from chasing returns to structuring sustainable, tax-efficient wealth Learn More About Jake: Website: digitalfamilyoffice.io Community: beyondbroke.com Episode Resources: The Family Office Book by Richard C. WilsonBorrowed from your Grandchildren by Dennis JaffeWho Not How by Dan SullivanThe Future Is Faster Than You Think by Peter Diamandis & Steven Kotler Resources: Visit www.vitalstrategies.com to download FREE resources Listen to the podcast on your favorite app: https://link.chtbl.com/vitalstrategies Follow on Instagram at https://www.instagram.com/vital.strategies Follow on Facebook at https://www.facebook.com/VitalStrategiesPodcast Follow on LinkedIn at https://www.linkedin.com/in/patricklonergan/ Credits: Sponsored by Vital Wealth Music by Cephas Art work by Two Tone Creative Audio, video, research and copywriting by Victoria O'Brien
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    48 分
  • 102 | How to Capture More Revenue Without Spending More on Marketing with Jason Kramer
    2025/10/21

    Are you unknowingly leaving money on the table in your business? In this episode of the Vital Wealth Strategies Podcast, host Patrick Lonergan sits down with Jason Kramer, founder of Cultivize, to uncover how entrepreneurs can stop losing track of leads, strengthen client relationships, and scale their revenue through smarter CRM systems. Together, they dive deep into why most CRMs fail, how to design one that fits your business, and the proven automation tactics that can help you capture more opportunities without spending another dollar on marketing.

    Listeners will walk away with actionable strategies to streamline lead management, improve follow-up, and plug the profit leaks hiding in plain sight. Whether you’re running your business out of spreadsheets or frustrated with yet another CRM that doesn’t deliver, this episode will show you how to turn organization into income and why strategic systems are the foundation for lasting growth.

    Key Takeaways:

    • Why most entrepreneurs lose money from disorganized follow-up systems
    • The three essentials to choosing the right CRM for your business
    • How automation and lead scoring can boost conversions effortlessly
    • The power of nurturing leads through education, not pressure
    • Why scaling starts with plugging the leaks, not chasing new leads
    • How strategy, in business and taxes, drives sustainable wealth

    Learn More About Jason:

    Official Website: https://cultivize.com/

    Resources:

    Visit www.vitalstrategies.com to download FREE resources

    Listen to the podcast on your favorite app: https://link.chtbl.com/vitalstrategies

    Follow on Instagram at https://www.instagram.com/vital.strategies

    Follow on Facebook at https://www.facebook.com/VitalStrategiesPodcast

    Follow on LinkedIn at https://www.linkedin.com/in/patricklonergan/

    Credits:

    Sponsored by Vital Wealth

    Music by Cephas

    Art work by Two Tone Creative

    Audio, video, research and copywriting by Victoria O'Brien

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    51 分
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