In this episode, Dave returns after a month-long hiatus and explains the strategic pivot he has made. Over the last 30 to 45 days, he has shifted his business to focus on helping advisors, attorneys, accountants, consultants, and other professionals attract and work with high net worth individuals, family offices, and affluent business owners.
Dave describes why this client segment is resilient during economic downturns and why professionals who want to deliver maximum value should aim to serve at the top of the market. To build a clear, repeatable model for attracting and developing these relationships, Dave has conducted more than 100 conversations and over 25 deep-dive interviews with professionals already working in that space.
Going forward, the Inside BS Show will feature short, frequent updates documenting the build-out of this new business. Dave will share what is working, what is not working, and the thinking behind each move. Listeners can follow the journey in real time across multiple platforms.
This episode is the starting point.
Key Takeaways:
Links Mentioned (include all in your show notes text and description):
Watch behind-the-scenes video updates on Instagram:
https://www.instagram.com/thedavelorenzo
Connect with Dave and subscribe to the LinkedIn Newsletter "The Relationship Economy":
https://www.linkedin.com/in/thedavelorenzo
(Click View Newsletter and Subscribe)
Subscribe to the podcast updates and get alerts when new episodes drop:
https://GetInsideBS.com
Email your questions about working with high net worth clients:
dlorenzo@dlorenzo.com
Call to Action for Listeners:
If you want to learn how to build relationships with affluent families, business owners, and family offices, start by subscribing to Dave’s LinkedIn newsletter and replying with your questions. The show going forward will be shaped by what you ask.
On this episode of The Inside BS Show, Dave Lorenzo, The Godfather of Growth, sits down with Sylvia Mullen, a top business broker with Sunbelt Business Brokers in South Florida. Sylvia breaks down exactly what goes into selling a business — from valuation to vetting buyers — and explains why honesty, preparation, and process are everything.
Key Topics Discussed:
Links and Resources:
Connect with Sylvia: Sylvia Mullen on LinkedIn
Call Us: (305) 692-5531
Call to Action:
If you’re thinking about selling your business, start preparing now. Clean up your books, systematize your operations, and make sure your business can run without you. Want to know what your company is worth or how to make it more valuable? Reach out to Dave Lorenzo today.
Buy the 60 Second Sale Book:
https://www.amazon.com/60-Second-Sale-Ultimate-Relationships/dp/1119499763
In this episode of The Inside BS Show, Dave Lorenzo and Nicola “Nicki G” Gelormino pull back the curtain on the broken employer healthcare system with guest Donovan Ryckis, founder and CEO of Ethos Benefits. Donovan reveals how misaligned incentives, opaque pricing, and lazy brokers have cost American businesses billions—and how smart CEOs can fight back.
Key Topics Discussed:
Links and Resources:
Call to Action:
If you’re a business owner, CEO, or advisor who’s tired of paying more for less when it comes to healthcare, this episode is your wake-up call. Learn how to take control of your benefits strategy, cut costs, and protect your team the right way.
In this special solo episode, Dave Lorenzo announces a planned 30-day break from The Inside BS Show and social media. From October 4 through November 3, he’ll be going “offline” to focus on a major new project, rethink the direction of the show, and manage an intense travel schedule. Dave explains why this reset is deliberate and strategic — not a disappearance — and what listeners can expect when he returns.
What You’ll Discover Today:
Key Takeaways:
Call to Action:
Circle November 3 on your calendar — Dave returns with new energy, new ideas, and a new direction for The Inside BS Show. In the meantime, stay subscribed to catch the two upcoming interview episodes.
How to protect your business from the most common—and costly—employment law mistakes. In this episode, employment attorney Susan Lorenc joins Dave Lorenzo to deliver a master class on how business owners can stay out of legal trouble, build productive workplaces, and avoid unnecessary lawsuits.
Key Topics Discussed:
Links and Resources:
Call to Action:
If you own a business, don’t wait until you’re sued to learn employment law. Contact an attorney like Susan Lorenc today and get proactive about protecting your company.
In this episode of The Inside BS Show, Dave Lorenzo sits down with Britt Summerill, Partner at Now CFO, to uncover the truth about when and why business owners need a Chief Financial Officer and what happens when they wait too long to bring one in.
Britt explains the critical difference between a Controller and a CFO, the telltale signs your company has outgrown its basic accounting setup, and how a fractional or outsourced CFO can transform your business from reactive to strategic.
You will hear how companies, even those earning tens of millions, often operate without the right financial systems in place, the costly mistakes owners make when they rely on outdated reporting, and how to spot warning signs like missing visibility, unreliable cash flow forecasting, or weak internal controls.
Britt also shares real-world examples from his experience leading Now CFO’s expansion into multiple markets and helping companies nationwide recover from accounting chaos, uncover fraud, and prepare for funding or acquisition.
What You Will Discover Today:
Key Takeaway:
If you are a CEO who does not fully understand your financials, you are not alone, but you are exposed. The right CFO can give you the insight and control you need to protect your business, prepare for growth, and make smarter strategic decisions.
Connect with Britt Summerill:
Website: www.NowCFO.com
Email: bsummerill@nowcfo.com
Links and Resources:
Call to Action:
If you have been relying on "good enough" accounting, it is time to rethink your finance function. Reach out to Now CFO to find out what is really happening behind your numbers and start leading your business with clarity.
n this episode, Dave and Nicki sit down with Adam Sendischew of Jones Lowry to explore how high net worth and ultra high net worth individuals use advanced insurance strategies to protect, preserve, and grow wealth across generations.
Adam breaks down private placement life insurance (PPLI), a tool that combines asset protection, tax efficiency, and wealth transfer planning, and explains how advisors can leverage it to better serve affluent clients.
Key Topics Discussed
Call to Action
Buy The 60 Second Sale: https://www.amazon.com/60-Second-Sale-Ultimate-Relationships/dp/1119499763
Subscribe via Email: GetInsideBS.com
Ever found yourself dreading a tough conversation—with an employee, a client, or even someone you love? In this episode of The Inside BS Show, Dave Lorenzo sits down with communication expert Lynne Franklin to unpack the science and psychology behind how to handle difficult conversations effectively.
Lynne shares her shocking early-career story involving a runaway teen and a machete—an experience that forever changed her approach to connecting with people. From that day on, she dedicated her career to understanding how we can reach the “unreachable” and create meaningful dialogue even in the most tense situations.
Key Topics Discussed:
About Lynne Franklin:
Lynne Franklin is an author, executive communication coach, and former president of the National Speakers Association’s Illinois Chapter. Known as a “neuroscience nerd,” she transforms complex brain research into practical tools that help leaders connect, persuade, and influence. Her clients include C-suite executives, sales teams, and organizations that want to communicate with empathy and impact.
Connect with Lynne Franklin:
Website: www.LynneFranklin.com
Email: Lynne@LynneFranklin.com
Phone: (847) 729-5716
Connect with Dave Lorenzo:
Website: GetInsideBS.com
Call: (305) 692-5531
Buy the 60 Second Sale Book:
https://www.amazon.com/60-Second-Sale-Ultimate-Relationships/dp/1119499763
Call to Action:
Before you start your next tough conversation, take a breath—literally. Then listen to this episode and learn how to transform conflict into connection using the science of communication.
In this episode, Dave Lorenzo sits down with Susan Ibitz, known as The Human Behavior Hacker, to explore the science and psychology behind reading people. Susan shares her expertise as the world’s only civilian hostage negotiator and explains how face reading, language analysis, and micro-expressions can reveal what others are thinking before they speak.
Key Topics Discussed:
About Susan Ibitz:
Susan Ibitz is a human behavior expert, profiler, and the world’s only civilian hostage negotiator. She’s the founder of the Human Behavior Lab, where she trains professionals to read others and communicate with precision. Susan’s work combines psychology, linguistics, and behavioral science to help lawyers, executives, and sales professionals gain a competitive edge.
Visit: humanbehaviorlab.com
Resources Mentioned:
Call to Action:
Buy The 60 Second Sale Book: https://www.amazon.com/60-Second-Sale-Ultimate-Relationships/dp/1119499763
In this episode of The Inside BS Show, Dave Lorenzo interviews Lester Cook, a cost segregation expert and partner at KBKG, to uncover one of the most powerful — and underutilized — tax strategies available to real estate investors and property owners.
Cost segregation isn’t a loophole. It’s a legitimate, IRS-approved way to accelerate depreciation and save millions in taxes. Lester explains how his firm helps clients identify and reclassify building components for faster write-offs, turning a single property purchase into a massive tax-saving opportunity.
What You’ll Discover Today:
Key Takeaway:
Cost segregation is one of the smartest legal strategies for reducing tax liability and improving cash flow for anyone who owns or invests in real estate. If you’ve bought commercial or rental property in the past decade and haven’t done a cost segregation study, you may be leaving serious money on the table.
Connect with Lester Cook:
Website: www.KBKG.com
Email: Lester.Cook@KBKG.com
Phone: (312) 248-7347
Buy the 60 Second Sale Book:
https://www.amazon.com/60-Second-Sale-Ultimate-Relationships/dp/1119499763
About The Inside BS Show:
Hosted by Dave Lorenzo, The Inside BS Show gives you the inside business secrets behind how successful professionals grow profits, build relationships, and increase enterprise value.
If you think cybercriminals only target large corporations, you’re dead wrong. In this episode of The Inside BS Show, cybersecurity and insurance attorney Daniel Cotter joins Dave Lorenzo to expose the truth about cyber attacks — and why small and mid-sized businesses are often the easiest targets.
You’ll hear how sophisticated hackers exploit human error, how phishing scams trick even savvy professionals, and how failing to plan for a cyber event can cost you everything.
Dan shares practical legal advice that every business owner needs to hear, including:
This episode delivers a wake-up call for every CEO, business owner, and professional advisor. It’s not a matter of if you’ll be attacked — it’s when.
Call to Action:
Buy The 60 Second Sale: https://www.amazon.com/60-Second-Sale-Ultimate-Relationships/dp/1119499763
Exiting your business isn’t as simple as calling a broker and cashing out. In this episode of The Inside BS Show, Dave Lorenzo and Nicola Gelormino break down three practical strategies that give small business owners control, leverage, and the ability to walk away on their terms.
Key Topics Discussed
Call to Action
Buy The 60 Second Sale Book: https://www.amazon.com/60-Second-Sale-Ultimate-Relationships/dp/1119499763
Are you a business owner who thinks estate planning is only about writing a will? Think again. On today’s Inside BS Show, Dave Lorenzo sits down with Leslie Marenco, an estate planning attorney who specializes in helping entrepreneurs protect their families, their businesses, and their legacies.
Leslie built her firm over the last decade, and in this conversation, she pulls back the curtain on what really matters when it comes to estate planning for business owners. From avoiding family disputes to shielding assets and saving millions in taxes, this episode is packed with insights every entrepreneur needs to hear.
Key Topics Discussed:
Leslie also shares candid stories from her career, including why giving up after seven months of webinars was almost a costly mistake—and how patience in marketing (and business) always pays off.
Links and Resources:
Call to Action:
Buy the 60 Second Sale Book: Amazon Link
Most business owners view insurance as a painful expense. Ciara Gravier, Founder and CEO of The Bunker, sees it differently. She treats insurance as a strategic tool to protect assets, unlock opportunities, and fuel business growth.
In this episode of The Inside BS Show, Ciara joins Dave Lorenzo and Nicola Gelormino to share how she built her firm, why she requires clients to commit for two years, and how business owners should reframe their thinking around risk management.
What You’ll Discover Today
Key Topics Discussed
Call to Action
If you want to transform the way you sell, build trust, and increase revenue, start with my book:
Buy The 60 Second Sale
.
Being introverted doesn’t mean you can’t succeed in sales. In fact, it may be your greatest strength. In this episode of The Inside BS Show, Dave Lorenzo shares six powerful strategies that help introverts not only compete—but outsell—extroverts in B2B sales.
What You’ll Discover Today
Dave also shares personal examples of how he’s used these methods to create scalable relationships, generate leads, and grow businesses without draining his energy.
Key Topics Discussed
Call to Action
Want to learn the complete system for building profitable client relationships that don’t rely on pushy tactics?
Recruiting high-performing sales reps isn’t about job postings or luck—it’s about strategy. In this episode of The Inside BS Show, I reveal the five secrets great sales managers use to attract and build winning sales teams. Whether you’re running a growing business or leading a division, these steps will help you multiply your opportunities and bring in top talent.
What You’ll Discover Today
The Secret Strategy
Beyond the five secrets, I share a game-changing recruiting method: build your own community. By creating a group where salespeople and industry peers exchange ideas and best practices, you position yourself as the leader reps want to work for.
Resources
👉 Download my free sales system here: RevenueRoadmapGuide.com
Call to Action
Want more strategies for building a high-performing sales team? Subscribe to The Inside BS Show and never miss an episode.
Getting a meeting with a senior executive is one of the toughest challenges in business-to-business sales. In this episode of the Inside BS Show, Dave Lorenzo reveals the exact five-step process he’s used for over 30 years to get appointments with anyone he’s ever wanted to meet.
You’ll hear real-world examples, including how Dave cracked into the C-suite of one of the largest pharmaceutical companies in the world. This episode gives you the framework you need to cut through gatekeepers, earn trust, and book high-value meetings.
Key Topics Discussed
This isn’t theory. It’s a proven system that consistently gets meetings with decision-makers.
Call to Action
Buy the 60 Second Sale Book: https://www.amazon.com/60-Second-Sale-Ultimate-Relationships/dp/1119499763
Can a Zoom networking event be just as effective as one held in person? Absolutely. In this episode of The Inside BS Show, Dave Lorenzo (The Godfather of Growth) and Nicki G break down the five strategies you need to master in order to turn virtual networking into real business opportunities.
What You’ll Discover Today
Key Topics Discussed
Links and Resources
Call to Action
Buy the 60 Second Sale Book: https://www.amazon.com/60-Second-Sale-Ultimate-Relationships/dp/1119499763
Do you want to make your clients an offer they simply can’t refuse? In this episode of The Inside BS Show, Dave Lorenzo (The Godfather of Growth) and his co-host, Nicki G, break down the exact strategies that turn a “maybe” into a confident “yes.”
Together, they share five proven approaches to structuring offers that benefit your clients, remove friction, and deepen relationships. This isn’t about manipulation—it’s about influence that works for both sides.
What You’ll Discover Today:
Key Topics Discussed:
Links and Resources:
Call to Action:
Buy the 60 Second Sale book: The 60 Second Sale on Amazon
Family businesses are powerful engines of growth, legacy, and wealth—but they’re also complex, emotional, and sometimes volatile. In this episode of The Inside BS Show, Dave Lorenzo and Nicola “Nicki G” Gelormino sit down with global family business consultant and CEO, Oscar Paez, to explore the unique challenges and opportunities that come with running and advising family-owned enterprises.
Oscar shares stories from his own experience as a second-generation CEO in Colombia, his work with family businesses around the world, and how disciplines like conflict resolution, governance, and even scuba diving influence his approach to leadership and transition planning.
This is a must-listen for business owners, advisors, and anyone navigating the blurred lines between family and business.
What You’ll Discover Today
Key Topics Discussed
Links and Resources
Call to Action
Buy the 60 Second Sale Book: The 60 Second Sale on Amazon