Caryn Kopp is the Chief Door Opener of Kopp Consulting, a firm that helps businesses land executive-level prospect meetings. She is a nationally recognized speaker and an expert in business development featured in Inc., Fortune Magazine, Forbes, Newsweek, and The Wall Street Journal morning radio show. Caryn authored The Path to The Cash!® The Words You NEED To Bypass Those Darned Prospect Objections! and Biz Dev Done Right. She is also the Sales Messaging Coach of Scaling Up Coaches Worldwide, a firm that will help you grow and scale your company, leveraging proven trademarked tools and techniques.

Are you seeking strategies to help your sales team start conversations with qualified prospects more frequently and efficiently? Have you thought about outsourced sales, and what do you need to know about it? 

According to Caryn Kopp, a veteran sales consultant, getting in the door for the first meeting with high-level prospects is the most challenging part of business development. She recommends outsourced sales to experts who can find the right opportunities and secure initial meetings for you so you can focus on closing more sales and business development. She shares her journey in the sales messaging space and building and running a firm to help busy entrepreneurs with high-level prospecting. 

In this episode of The Future Is Borderless, David Nilssen sits down with Caryn Kopp, Chief Door Opener of Kopp Consulting, to discuss tips for landing executive-level prospect meetings and closing. Caryn explains how Kopp Consulting differentiates itself in the market by helping companies struggling with executive-level prospecting, its model for hiring door-opening talent, insights on outsourcing the door-opening function of a business and working with in-house sales teams, and tips for training and onboarding your salespeople.

JP Dahdah is the Founder and CEO of Vantage IRAs, a top self-directed retirement plan administration and alternative custody company that helps investors diversify their retirement savings. He specializes in alternative investment custodial services for self-directed IRAs and private market investments. With a 25-year career in financial services, JP has received various awards and recognitions, including the Entrepreneur of the Year and Forty Under 40 Award from the Arizona Hispanic Chamber of Commerce and the Most Admired Leaders award from the Phoenix Business Journal. He is also the Founder of Advance Guatemala, a charity supporting Guatemalans in need.

Do you have an Individual Retirement Account and want to put the funds in the account to work? In what ways can you better invest your retirement money? 

According to investment expert JP Dahdah, many large financial institutions limit people's IRA investments to the stock market, making them lose out on other viable alternative investment opportunities. He shares his entrepreneurial journey with a mission to inform Americans about the investment choices available within their retirement accounts. You can also win in the retirement game and deserve an IRA with the freedom to invest your money where you want.

In this episode of The Future Is Borderless, David Nilssen sits down with JP Dahdah, Founder and CEO of Vantage IRAs, to discuss how people can have a self-directed IRA. JP shares his journey in the self-directed IRA space to starting Vantage IRAs, the alternative assets people invest in outside of the stock market, Vantage’s expansion journey leveraging borderless talent, and his philanthropic work through Advance Guatemala.

Kent Gregoire is the Co-founder of Stakeholder Business, a firm that helps leaders build thriving stakeholder businesses that matter. He is also the Founder and CEO of Symphony Advantage. Kent is a serial entrepreneur who launched his first manufacturing company at 14. Since then, he has founded and led over a dozen organizations throughout his entrepreneurial journey. Kent has also provided advisory training and coaching services to executive-level management under the Symphony Advantage Brand. He is an angel investor in purpose-driven companies and a sought-after speaker in the US and beyond.

Do you desire to leave a lasting legacy by creating a company that impacts the industry and the world? What's the secret to building that kind of business?

Having been an entrepreneur since 14, Kent Gregoire gained a lot of financial success but felt like something was missing. After listening to his father's advice, he discovered conscious capitalism. It's a way of unleashing the entrepreneurial spirit for good and elevating humanity by aligning businesses with people, purpose, and profit. As a certified conscious capitalism consultant, Kent shares how he now helps others build thriving stakeholder businesses.

In this episode of The Future is Borderless, David Nilssen sits down with Kent Gregoire, Co-founder of Stakeholder Business, to discuss how entrepreneurs can adopt a conscious capitalism approach in their businesses. Kent shares his path to conscious capitalism, how to become a certified conscious capitalism consultant, the difference between conscious capitalism and stakeholder capitalism, and tips for becoming a purpose-driven company and its importance.

Spencer Sheinin is the Founder and CEO of Shift Financial Insights, a firm providing outsourced bookkeeping, accounting, and financial insights to small and medium-sized businesses. He is a CPA with over 20 years of experience as an entrepreneur, having owned businesses in manufacturing, construction, real estate, cold storage, and financial services. Spencer is also a guest speaker for the Chartered Professional Accountants of British Columbia and an active Entrepreneurs’ Organization (EO) member. He was a recipient of the Business in Vancouver Top 40 Under 40 award and is a finalist for the Surrey Business Excellence award.

Financial clarity is fundamental to the success of any business. As an entrepreneur, how can you acquire financial knowledge to make informed decisions for your organization?

Many small and medium-sized businesses lack the necessary resources to employ an accountant. Consequently, business owners must manage bookkeeping and other financial statements singlehandedly. Yet many entrepreneurs aren’t financially literate and fail to manage their companies effectively. Finance is a separate skill set from operating a business, so Spencer Sheinin recommends hiring financial insights companies. These professionals provide you with the financial information necessary to make decisions that propel your company forward.

In this episode of The Future is Borderless, David Nilssen sits down with Spencer Sheinin, Founder and CEO of Shift Financial Insights, to discuss simple methods for managing finances. Spencer explains how Shift helps entrepreneurs maneuver their financial blind spots, why many entrepreneurs struggle with bookkeeping, Shift’s ideal clients, and how the company differentiates itself in the market.

TA McCann is the Managing Director of Pioneer Square Labs, a Seattle-based software development studio that creates and launches technology startups. As a serial entrepreneur, he was the Founder and CEO of Senosis, acquired by Google, Gist, acquired by Blackberry, and Rival IQ, a leader in marketing analytics. TA is an active angel investor, an Adjunct Professor at the University of Washington Foster School of Business, and a TechStars mentor. Before his startup career, he was a professional sailor, having competed in two America's Cups and the Whitbread Round the World race. 

As an aspiring entrepreneur, formulating and executing ideas is foundational for launching a startup. Where can you get the support to transform your vision into a scalable business? 

According to TA McCann, building a profitable startup is hard. The process involves ideation, validation, creation, implementation, and growth. It also requires domain expertise, extraordinary talent, execution, and precise timing. He recommends going to a startup studio to partner with experts who can help you through these processes and build your dream business. 

In this episode of The Future is Borderless, David Nilssen sits down with TA McCann, Managing Director of Pioneer Square Labs, to discuss how he helps create entrepreneurs. TA talks about a startup studio model and how it differs from traditional venture capital, the five-stage process PSL uses to develop business ideas, and shares his thoughts on in-person, hybrid, and remote working environments.

Nathan Donohue is the Co-founder and Partner of Consilio Wealth Advisors, an SEC-registered independent wealth management firm for technology professionals. As Partner and Advisor, he drives firm strategy, execution, and internal processes for the team. Nathan is a Certified Financial Planner (CFP) who started his financial planning practice in 2008 while finishing college. He is also a volunteer with Big Brothers Big Sisters of America and is a member of Entrepreneurs’ Organization Seattle.

Throughout their careers, everyone is encouraged to save money. But what does this entail? Many people lack an adequate understanding of finances and lose control of their personal lives. How can you manage your funds without working your life away? 

You work hard for your money. But Nathan Donohue says not to let it steal your freedom. Life is about accumulating memories, not cash. He recommends hiring wealth advisors to help you navigate the complexities of the financial landscape and make informed decisions to achieve your financial objectives. Nathan manages an advisory firm that guides and helps clients feel confident about their financial decisions.

In this episode of The Future is Borderless, David Nilssen sits down with Nathan Donohue, Co-founder and Partner of Consilio Wealth Advisors, to discuss wealth management tips. Nathan talks about wealth management and how he got into the space, the start of Consilio and how it helps its clients, and how the financial services industry is evolving.

Shannon Swift is the Founder and CEO of Swift HR Solutions, a provider of strategic HR services and products for early-stage companies. She has over 20 years of experience in human resources. Before founding Swift HR Solutions in 2004, Shannon held executive HR roles at GoAhead Software, Nastech Pharmaceutical, and Health Team Northwest. She is the past President and a current member of the Lake Washington Human Resources Association (LWHRA), a member of Entrepreneurs’ Organization (EO) serving on the Seattle Chapter Board, and was named chapter “Member of the Year” in 2002.

In a post-COVID business environment, human resource departments have struggled to attract and retain quality employees as they fail to meet the needs of modern talent pools. How can you develop an effective HR strategy to scale in this turbulent landscape? 

Human resources can be a complicated space for young entrepreneurs. With over 20 years of extensive experience in growing human resource infrastructure, Shannon Swift recommends hiring HR experts. They ensure companies have all the necessary tools and information to provide employees with an intentional and professional work environment while meeting all state and federal human resource requirements.

In this episode of The Future is Borderless, David Nilssen sits down with Shannon Swift, Founder and CEO of Swift HR Solutions, to discuss how companies can improve their HR departments. Shannon talks about her journey in the HR space, the common HR issues early and mid-stage companies face, how Swift helps clients hire and retain employees, and the trends in HR and talent management.

Carey Gille is the Co-founder and CEO of Franchise FastLane, an accelerated turn-key franchise sales organization (FSO). The FastLane team works with select brands to perfect their discovery process, deliver qualified franchisee leads, and drive explosive growth. Carey has an extensive background in the franchise industry, having worked in both the franchisee and franchisor sides. Before FastLane, she founded ItsDeductable, which was acquired by Intuit, and Sojern, the world’s largest boarding pass and data travel advertiser.

Franchising is a viable option for scaling a business. Yet many entrepreneurs looking to achieve nationwide growth lack adequate knowledge, systems, and management to make the transition. What are the leading franchise strategies, and how can you implement them? 

Franchise expert Carey Gille says growth-minded entrepreneurs must acquire an ideal franchisee who aligns with their business objectives. Franchise sales organizations like Franchise FastLane represent and match brands with potential franchisees by executing a discovery process involving education, value proposition, and leadership evaluation. With the right approach and partners, you can franchise your business to obtain financial and personal freedom. 

In this episode of The Future is Borderless, David Nilssen sits down with Carey Gille, Co-founder and CEO of Franchise FastLane, to discuss her journey in the franchise industry. Carey talks about her experience as a tech entrepreneur and how she entered the franchise world, FastLane’s vetting process for brands, and how its core values influence decision-making.