Welcome back to another episode of The Richer Geek Podcast! Today, we're chatting with Shane Mishler, COO of SD Tech, reveals how outsourcing IT quadrupled his revenue in just 5 years. Learn how to supercharge your business, boost efficiency, and unlock massive growth. Plus, get insider tips on building a thriving tech business, delivering top-notch customer service, and expanding your MSP reach.

In this episode, we’re discussing…

Outsourcing IT Can Quadruple Revenue: Shane Mishler, COO of SD Tech, shares his experience of how outsourcing their IT team led to a 4x increase in revenue within 5 years.

Focus on Customer Service: Customer service is a core value at SD Tech. They believe in building strong relationships with their clients and prioritize addressing their emotional needs alongside technical problems.

Managed Service Provider (MSP): SD Tech is an MSP that offers IT support to small and medium-sized businesses. They handle everything from network management to cloud migration and troubleshooting technical issues.

SD Tech Franchise Opportunity: SD Tech recently launched a franchise program. This allows individuals to leverage their existing business development skills and SD Tech's proven model to establish their own IT support business.

No Prior Tech Experience Required: While some technical knowledge is helpful, SD Tech franchisees don't need to be experts. The ideal candidate is someone with strong sales experience and the ability to build relationships. Training and support are provided by SD Tech.

Resources from Shane

LinkedIn | SD Tech | 6 Tech Traps That Can Stop Your Start-up

Resources from Mike and Nichole

Gateway Private Equity Group | REI Words | Nic's guide

Ever wish you could predict market movements? Today on The Richer Geek Podcast, we explore how AI can spot hidden signals in the market. Andrew Einhorn, Chief Executive Officer and co-founder of LevelFields, joins us to reveal how AI can identify events that impact stock prices. Learn how to leverage AI for smarter investing!

In this episode, we're discussing...

Introduction to LevelFields: Learn about Andrew Einhorn's journey from an epidemiologist to the CEO and co-founder of LevelFields, an AI-driven FinTech application designed to streamline investment research.

AI in Investment Research: Discover how LevelFields leverages AI to automate and simplify the process of investment research, enabling investors to identify opportunities quickly and efficiently.

Event-Driven Analysis: Understand how LevelFields focuses on event-driven analysis, monitoring US stocks 24/7 to find events that significantly impact share prices, while ignoring irrelevant noise and opinions.

Case Studies: Hear examples of how identifying events such as dividends, buybacks, and market trends can lead to significant investment opportunities, illustrated by real-world scenarios like the rise of coal companies during the Russia-Ukraine conflict.

Market Manipulation and Bias: Learn how LevelFields cuts through market manipulation and biased information, providing users with clear, data-driven insights that help them make informed decisions.

Future of AI in Investing: Explore the potential future applications of AI in the investment world and how it can make sophisticated financial strategies accessible to everyone, regardless of their level of expertise.

Resources from Andrew

LinkedIn | LevelFields AI

Resources from Mike and Nichole

Gateway Private Equity Group | REI Words | Nic's guide

Welcome to another episode of The Richer Geek Podcast. Today, we are joined by Mark Murphy, CEO of Northeast Private Client Group and a renowned expert in financial planning and wealth management. He explains the importance of building multiple income streams and designing a life with intention. Discover the principles of cash confidence, the significance of investing in your money-making endeavors, and the importance of creating both paychecks and playchecks. Learn how an entrepreneurial mindset and strategic collaboration can transform your financial future. Plus, explore Mark's book, 'The Ultimate Investment,' and uncover the secrets to achieving financial freedom.

In this episode, we’re discussing:

• Cash Confidence: Importance of maintaining liquid assets or reliable income streams to navigate financial challenges.

• Money Machine: Investing in one's business to generate a significant return on investment.

• Paychecks vs. Playchecks: Differentiating between income-generating assets and expendable assets for financial stability.

• Entrepreneurial Mindset: Emphasizing strategic planning and financial engineering to create multi-generational wealth.

• Collaboration Over Isolation: Working with a team of financial experts to optimize wealth management.

• Transformational Language: Using impactful, memorable language to reinforce financial strategies and principles.

• Invest in Yourself: Continual self-improvement and education to advance career and financial goals.

• Diversified Asset Classes: Understanding the significance of various asset classes beyond traditional investments.

Resources from Mark

Email | Northeast Private Client Group | Contact number: 973-422-9140

Resources from Mike and Nichole

Gateway Private Equity Group | REI Words | Nic's guide

Welcome back to another episode of The Richer Geek Podcast! Today, we have Byron Wolfe, founder of CFOAF, sharing unparalleled tax benefits and insider tips to help you master business financial principles. With Byron's expertise in hospitality real estate and real estate investment, you'll discover strategies to maximize your average return on investment and position your business for long-term success.

In this episode, we're discussing:

• Understand common early business mistakes and how to avoid them

• Leverage unmatched tax benefits to save your business money

• Optimize your cash flow for better financial stability

• Learn the importance of focusing on profitability

• Maximize your average return on investment (ROI)

• Implement strategic financial planning for sustained growth

Resources from Byron

LinkedIn | CFOAF

Resources from Mike and Nichole

Gateway Private Equity Group | REI Words | Nic's guide

Welcome back to another episode of The Richer Geek Podcast! Today, we have Kim Daly, one of America’s top franchise consultants, host of Kim Daly TV on YouTube, author, speaker, thought leader, and franchising expert.Kim shares insights on how to break free from the corporate grind, the benefits of franchising, and how to find the right franchise. If you're stuck in your nine-to-five and dreaming of owning a franchise, this episode is for you.

In this episode, we're discussing...

• Franchise vs. Entrepreneurship: Understanding the benefits of franchising, including systems, processes, and support that reduce the risk of failure compared to starting a business from scratch.

• Importance of Leadership: The success of a franchise is heavily dependent on strong, experienced leadership within the franchise system.

• Matching Process: Using a franchise consultant like Kim Daly to match your skills, goals, and lifestyle preferences with the right franchise opportunity.

• Economic Resilience: How franchises can thrive during economic downturns due to strong leadership and adaptive business models.

• Scalability: The importance of scalability in franchising to achieve financial success, often requiring multiple units or locations.

• Predictable Revenue Models: Focusing on franchises with membership models for predictable and consistent revenue.

Resources from Kim

LinkedIn | The Daly Coach | Kim Daly TV

Resources from Mike and Nichole

Gateway Private Equity Group | REI Words | Nic's guide

Welcome back to another episode of The Richer Geek Podcast. Joining us today is Anmol Singh, whose journey began at Brunel University in London, where he started his path to success. By the age of 22, he had already amassed a significant fortune. Anmol is a renowned consultant in the Trading and Investing Industry, having achieved great success through his firm, LiveTraders, established in 2015. Under his leadership, LiveTraders has earned the #1 spot in Trading Education for three consecutive years. With a rich history of leadership and appearances in Forbes and the International Business Times, Anmol continues to educate and inspire traders worldwide.

In this episode, we're discussing...

• Start Young and Stay Curious: Anmol began his trading journey at 18, driven by curiosity about the stock market. His early start allowed him to accumulate knowledge and experience, emphasizing the importance of starting early and staying curious.

• Importance of a Trading Plan: Anmol stresses the need for a well-defined trading plan, including entry and exit points. Trading without a plan often leads to emotional decisions and losses.

• Understanding Market Volatility: Recognize that market volatility is normal and driven by human emotions of fear and greed. Long-term investors should avoid reacting to daily market fluctuations.

• Diversification and Risk Management: Allocate the majority of your investments to stable, long-term options like the S&P 500, and keep a smaller portion for speculative ventures. This strategy balances potential high returns with safety.

• Avoiding Emotional Trading: Emotional trading is a common pitfall. Having a predefined plan helps mitigate emotional decisions and keeps you on track with your investment goals.

• Live Trading Transparency: Live Traders offers a unique educational experience by trading live, allowing students to learn from real-time successes and mistakes, fostering a realistic understanding of trading.

Resources from Anmol

Twitter | Instagram | Live Traders | Prepping for Success: 10 Keys for Making It in Life

Resources from Mike and Nichole

Gateway Private Equity Group | REI Words | Nic's guide

Welcome to another episode of the Richer Geek Podcast! Today, we're joined by Nic DeAngelo, President of Saint Investment Group. Nic is a wealth of experience in real estate investing, having managed a portfolio exceeding $206 million. His insights into fixed income funds and triple net leases are invaluable for investors seeking stable and flexible investment options.

Nic also shares strategies for navigating economic uncertainty and leveraging AI in investment decisions. This cutting-edge knowledge will help you enhance your investment portfolio.

In this episode, we're discussing...

• Institutional-Grade Real Estate Insights: Nic shares his experience managing over $200 million in assets, offering listeners valuable insights into institutional-grade real estate investments.

• Understanding Fixed Income Funds: Discover the benefits of fixed income funds, especially for high earners and those looking for more stable and flexible investment options.

• The Power of Triple Net Leases: Learn about the advantages of triple net leases for landlords and investors, including the structure and benefits of having high-credit tenants.

• Navigating Economic Uncertainty: Nic discusses the impact of inflation, interest rates, and political factors on real estate investing, providing strategies to mitigate risks and leverage opportunities.

• Utilizing AI in Investment Strategies: Explore how AI is transforming investment strategies, from underwriting to market predictions, and how it can enhance decision-making processes.
  

Resources from Nic

LinkedIn | Instagram | Saint Investment Group

Resources from Mike and Nichole

Gateway Private Equity Group | REI Words | Nic's guide

Welcome to another episode of The Richer Geek Podcast! Today, we are thrilled to have Peter Curk, CEO of ICONOMI, a leading digital asset portfolio management platform. Peter shares his journey from marketing to leading ICONOMI. Tune in as we explore navigating the volatile world of cryptocurrencies, assessing your digital investments' health, and adopting strategies for long-term growth without getting lost in the hype.

In this episode, we’re discussing…

• Introduction to ICONOMI: ICONOMI is a secure, FCA-registered digital asset portfolio management platform.
• Crypto Investment Strategies:

• Importance of choosing regulated and compliant platforms.
• The need for liquidity in the crypto market to avoid risks.
• Emphasizing long-term investment and avoiding emotional trading decisions.

• Bitcoin vs. Altcoins: Understanding the unique position of Bitcoin as a store of value versus the technological advancements of other cryptocurrencies.
• Practical Investment Advice:

• Set clear investment goals and strategies before investing.
• Implement automated profit-taking and stop-loss rules to manage volatility.
• Diversify investments within the crypto market, considering instruments like ETFs and liquid staking.

• Educational Resources: ICONOMI offers a rich learning section for beginners and professional traders alike.

Resources from Peter

LinkedIn | ICONOMI

Resources from Mike and Nichole

Gateway Private Equity Group | REI Words | Nic's guide