How to successfully outsource your marketing: https://socialclubstudios.com/yt-libJoin my newsletter: https://socialclubstudios.com/newsletterConnect with me on other platforms:Instagram: https://www.instagram.com/petervndr/Facebook: https://www.facebook.com/petervndr/LinkedIn: https://www.linkedin.com/in/petervanderwall/Scale Your Accounting Firm Podcast: https://www.youtube.com/@ScaleYourAccountingFirm
How to successfully outsource your marketing: https://socialclubstudios.com/yt-lib
Join my newsletter: https://socialclubstudios.com/newsletter
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Scale Your Accounting Firm Podcast: https://www.youtube.com/@ScaleYourAccountingFirm
How to successfully outsource your marketing: https://socialclubstudios.com/yt-lib
In this video, I walk you through the entire process — from identifying a CPA firm worth buying, to negotiating terms, funding the deal, and scaling the business post-acquisition. Whether you’re looking to skip the startup grind or you’re a seasoned accountant ready to grow through acquisition, this video breaks it all down step by step.
✅ Learn how to evaluate a firm beyond the P&L
✅ Understand the difference between seller-financing, SBA loans, and cash deals
✅ Know what questions to ask during due diligence
✅ Avoid common pitfalls in small firm acquisitions
✅ Get practical insight on how to integrate and retain clients post-close
This isn’t theory. It’s based on real-world deals and what’s working right now for buyers of bookkeeping, tax, and accounting practices.
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How to successfully outsource your marketing: https://socialclubstudios.com/yt-lib
In this video, I’ll walk you through how to choose a niche that unlocks consistent client growth—and how to actually commit to it without second-guessing everything three weeks in.
You’ll learn:
• The truth about why most firms resist niching down
• Why niching by industry alone usually isn’t enough
• A better way to choose your niche (even if you’re starting broad)
• The mindset shifts that separate high-growth firms from the rest
If you’ve ever said “I just want to work with good clients who value what we do,” this is how you make that happen.
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Build a 7-figure firm using numbers that actually work: https://socialclubstudios.com/yt-libThis video is a complete breakdown of the math behind building a million-dollar accounting firm. You’ll learn exactly how many clients you need, what you should be charging, and what kind of offer makes scaling both possible and sustainable. This is the real-world math behind every 7-figure firm we’ve worked with.I also walk through the key leverage points that make it easier to grow past $500k—without burning out, hiring too fast, or working 70 hours a week. Whether you're a solo CPA or already running a small team, this framework will help you clarify what growth actually looks like (and whether you're even on track).This is the same growth planning system we use with dozens of firms every year—and now it’s yours.Join my newsletter: https://socialclubstudios.com/newsletterConnect with me on other platforms:Instagram: https://www.instagram.com/petervndr/Facebook: https://www.facebook.com/petervndr/LinkedIn: https://www.linkedin.com/in/petervanderwall/scale your accounting firm, how to grow accounting firm, accounting firm growth strategy, cpa firm pricing strategy, accounting firm business model, grow accounting firm to 1 million, marketing plan accounting firm, accounting practice scale, how to get clients for accounting firm, accounting firm offers, accountant client acquisition, pricing for cpa firm, accounting firm revenue planning, grow your bookkeeping business, tax firm scaling strategies, bookkeeping growth strategy
Most accounting firms approach marketing completely backwards, and I’ve seen firsthand how that holds them back. In this episode, I walk through how I build marketing strategies that actually work — starting with clarity around who we're targeting, what we're selling, and the transformation we create. I talk about the mistakes firms make when they jump into tactics too quickly, and how a focused strategy makes everything else simpler and more effective. This is the process I’ve used across dozens of firms to help them grow with confidence.
Timestamps:
00:00:00 Intro
00:01:15 Why most accounting firm marketing fails
00:04:08 The trap of hiring agencies too early
00:07:26 Understanding strategy vs. tactics
00:10:52 Why broad targeting doesn’t work
00:14:44 Getting specific with your ideal client
00:18:01 Defining your core offer vs. upsells
00:21:37 Mapping the transformation your service creates
00:25:10 Choosing your top-of-funnel channel (outreach, content, ads)
00:28:30 Building trust: the 4 buyer types
00:33:16 Creating content that resonates and converts
00:37:45 Designing a sales process that fits your offer
00:41:22 Why KPIs matter more than you think
00:45:10 Diagnosing weak links in your funnel
00:49:00 Wrapping up the full marketing system
Interested in working with me? Apply here:
► socialclubstudios.com/work-with-us
Let's connect!
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► LinkedIn: https://www.linkedin.com/in/petervanderwall/
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► YouTube: https://www.youtube.com/@petervndr
In this episode, I break down how my team helped a CFO firm attract higher-level clients—specifically seven- and eight-figure business owners—with a marketing funnel built for premium offers. I talk through why traditional pain-point marketing doesn’t resonate with wealthy prospects and how shifting the message toward their big-picture goals makes a major difference. I also share why making it easy for them to vet you is crucial, and how simplifying the process helps avoid losing serious leads. This is what’s working right now if you're aiming to serve an affluent audience.
Timestamps:
00:00:00 Intro
00:00:34 Why targeting affluent clients requires a different strategy
00:01:52 Understanding the dream-outcome mindset of wealthy prospects
00:03:14 Crafting messaging that speaks to high-value client goals
00:03:59 Positioning yourself as the expert with strategic marketing
00:05:16 Helping prospects vet you without friction
00:06:10 Building middle-of-funnel content that earns trust
00:07:09 Why high-level clients don’t care about the “how”
00:07:49 Avoiding unnecessary friction in your funnel
00:08:39 The problem with overcomplicated booking forms
00:09:52 Why low-ticket products attract the wrong audience
00:11:12 Structuring a simple and effective client acquisition funnel
00:12:41 Final thoughts on reducing friction for qualified leads
Interested in working with me? Apply here:
► socialclubstudios.com/work-with-us
Let's connect!
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► LinkedIn: https://www.linkedin.com/in/petervanderwall/
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Marketing isn’t just about getting in front of more people — it’s about building trust and creating real connections that lead to actual results. I used to think visibility was the goal, but shifting that mindset has helped me double my business and improve outcomes for my clients. In this episode, I break down why most accounting firms approach marketing the wrong way and share three practical takeaways that can make a real difference in the next 60–90 days. I talk about better messaging, website optimization, and how content plays a bigger role than most people realize. This is what marketing really looks like today.
Timestamps:
00:00:00 Intro
00:00:28 Why Visibility Isn’t Enough Anymore
00:01:54 The Real Job of Marketing: Building Trust
00:03:28 Why Most Firms Struggle with Online Presence
00:04:06 Understanding What Your Clients Truly Care About
00:06:03 The Importance of Picking a Niche
00:07:12 How Messaging Shapes Your Brand and Clients
00:08:00 Practical Takeaway #1: Audit and Improve Your Website
00:10:26 Practical Takeaway #2: Fix Your Messaging, Not Just Your Funnel
00:13:40 Sell Outcomes, Not Features
00:15:18 Practical Takeaway #3: Use Content to Retain and Impress Clients
00:17:00 Why Content Reinforces Client Value Long-Term
00:18:29 Final Thoughts
Interested in working with me? Apply here:
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► LinkedIn: https://www.linkedin.com/in/petervanderwall/
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► YouTube: https://www.youtube.com/@petervndr
In this episode, I explain how a simple tweak to your accounting firm’s website can 10x your lead volume without spending more on ads, posting more content, or asking for more referrals. I break down the exact structure of a high-converting application funnel—including video sales letters (VSLs), smart filtering questions, and urgency tactics—and share real-world benchmarks from top-performing firms. If you want to turn your website into a lead-generating machine, this episode gives you the full playbook.
Timestamps:
00:00:00 – Intro: The hidden lever most firms overlook
00:00:38 – Case study: 4,800 website visitors → only 4 booked calls
00:01:25 – How small increases in opt-in rate can 10x results
00:02:04 – Real example: 8% opt-in rate generating 38+ booked calls
00:02:41 – Funnel breakdown: What a high-converting landing page looks like
00:03:14 – VSL headline strategy: Who it’s for + what they’ll get
00:03:39 – What goes in a compelling video sales letter
00:04:15 – Where to get Peter’s VSL template and filming checklist
00:04:50 – Building urgency: “30 spots available” and other tactics
00:05:34 – Why real testimonials (not just text) are critical
00:06:26 – Application form logic: Pre-qualifying clients by income & rental count
00:06:52 – Booking flow: Simple calendar tool that converts
00:07:14 – Final stats: Ryan’s funnel gets 8% opt-ins and 95% booking completion
00:07:20 – Outro: Where to go next if you want more funnel tactics
Interested in working with me? Apply here:
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Let's connect!
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In this episode, I walk through the exact client acquisition system that helped one of our clients generate $3.1M in revenue last year—over $8,700 a day—by quitting tax prep and focusing on tax strategy. I break down every part of the funnel we built for him: the video sales letter, the application process, the sales call, and how we drive traffic into this system. I also explain the key metrics we use to track performance and how to optimize for long-term profitability. If you’re an accountant trying to scale past the 7-figure ceiling, this episode is your playbook.
Timestamps:
00:00:00 – Intro: How one client made $8,700/day by quitting tax prep
00:00:46 – Overview: The funnel, traffic, and tracking system
00:01:25 – The 3-step funnel: VSL → Application → Discovery Call
00:02:13 – How to structure a high-converting video sales letter
00:03:20 – Selling outcomes vs. listing service features
00:04:08 – Types of testimonials and how to use them effectively
00:05:32 – Why testimonial volume matters more than perfect quotes
00:06:18 – The goal of your VSL: self-selection
00:06:47 – Designing an application form that qualifies without over-filtering
00:07:54 – The right kind of form friction (and what to avoid)
00:08:39 – Why dropdown questions improve completion rates
00:09:55 – Avoiding "think" questions in application forms
00:10:25 – Why most discovery calls are framed wrong
00:11:44 – How to uncover real pain before making the pitch
00:12:34 – If objections keep happening, fix upstream funnel content
00:13:26 – When a basic funnel outperforms fancy lead magnets
00:14:21 – How to drive traffic into your funnel: Organic + Ads
00:15:09 – The 7-11-4 rule for brand trust and omnipresence
00:15:47 – All roads lead to Rome: every channel points to the same funnel
00:16:49 – Why tracking ROI is crucial to scale
00:17:47 – Attribution: Tracking first and last touch properly
00:18:20 – Most leads Google you before converting
00:19:03 – ROAS: The short-term efficiency metric
00:19:46 – LTGP to CAC: The long-term profitability metric
00:20:32 – How most agencies underreport true CAC
00:21:59 – What to do when your LTV-to-CAC ratio is unusually high
00:22:37 – Focus on LTV to outspend your competitors
Interested in working with me? Apply here:
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Let's connect!
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► Twitter: https://twitter.com/petervndr
► YouTube: https://www.youtube.com/@petervndr
In this episode, I break down the exact marketing funnel that helped scale a CPA firm from zero to $3 million per year in just three years. I walk through every piece of the client acquisition process—from the video sales letter to the application form to the booking flow—and show how top-of-funnel traffic is converted into high-value clients. Whether you're an accountant looking to scale or a service provider wanting a repeatable growth system, this episode is a masterclass in modern client acquisition.
Timestamps:
00:00:00 – Intro: Scaling a CPA firm from $0 to $3M/year
00:00:53 – The three-step funnel: VSL → Application → Call
00:01:50 – What the landing page looks like and how it’s designed to qualify leads
00:03:46 – Identifying and speaking to your ideal client
00:04:53 – The application form: What to ask and how to filter leads
00:06:41 – Why high-income clients aren’t always better clients
00:07:40 – Booking calls efficiently and avoiding no-shows
00:09:49 – The importance of a proper confirmation page
00:11:15 – Adding trust elements: Testimonials, pre-call videos, and resources
00:12:31 – CRM & backend setup: How to manage a high volume of leads
00:13:54 – The pipeline stages: From opt-ins to follow-ups
00:15:40 – Why tracking conversations and payments matters
00:16:44 – Automation: How to move leads through the funnel without manual work
00:17:32 – What to include in a daily email sequence for new leads
00:18:06 – Wrapping up: How to implement this system in your own firm
Interested in working with me? Apply here:
► socialclubstudios.com/work-with-us
Let's connect!
► Instagram: https://www.instagram.com/petervndr/
► LinkedIn: https://www.linkedin.com/in/petervanderwall/
► Twitter: https://twitter.com/petervndr
► YouTube: https://www.youtube.com/@petervndr
In this episode, I break down how to attract better accounting clients and turn them into high-value, long-term relationships. I cover how to shift your positioning from technical expert to strategic advisor, why most marketing funnels fail and how to fix them, and the exact metrics you should track to confidently scale your firm.
Timestamps:
00:00 – Introduction and what to expect in this training
01:34 – Why client attraction is about messaging, not branding or content quality
02:22 – Bridging the gap between technical talent and strategic advisor
03:17 – Case study: How Ray repositioned from tax strategy to CFO services
05:22 – Messaging that speaks to a client’s “next big move”
09:30 – How to design a high-converting marketing funnel
10:53 – Example: Facebook ad + VSL funnel for a moving company
12:18 – The power of testimonials and self-selection in the sales process
14:32 – How to build and organize a sales pipeline using GoHighLevel
16:51 – Why follow-up automation is key for closing more deals
18:09 – How to write effective lead nurture email sequences
19:38 – Creating long-term trust through content and automation
20:33 – 3 metrics to measure marketing ROI: ROAS, CAC by source, LTGP to CAC
24:15 – Comparing CAC across channels to reinvest in your best performers
26:11 – Why your CAC math might be wrong (and how to fix it)
28:19 – The real game: Maximize LTV and profitability over time
30:10 – Final thoughts
Interested in working with me? Apply here:
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Let's connect!
► Instagram: https://www.instagram.com/petervndr/
► LinkedIn: https://www.linkedin.com/in/petervanderwall/
► Twitter: https://twitter.com/petervndr
► YouTube: https://www.youtube.com/@petervndr
In this episode, I break down the exact marketing blueprint you need to attract high-ticket tax strategy clients and scale your business. Whether you're using outreach, organic content, or paid ads, this system will help you turn cold prospects into paying clients. I share the three-step funnel every tax strategist needs, the biggest marketing mistakes to avoid, and how to position yourself as the go-to expert in your niche. If you’ve ever struggled with getting qualified leads or want to refine your client acquisition strategy—this episode is for you.
Timestamps:
00:00:00 – Intro: The marketing blueprint for tax pros
00:00:35 – The three ways to get tax strategy clients
00:01:24 – Why most marketing advice doesn’t work for tax pros
00:02:16 – The essential funnel every firm needs
00:03:00 – How to create a compelling Video Sales Letter (VSL)
00:05:18 – Positioning yourself as the ‘Outstanding CPA’
00:06:03 – How to structure case studies that sell for you
00:07:48 – Why most CPAs fail to attract high-value clients
00:09:09 – How to know if you’ve outgrown your CPA
00:10:32 – The power of using psychographics in your marketing
00:12:21 – The perfect application form to pre-qualify leads
00:15:15 – The discovery call strategy that converts at high rates
00:18:13 – Why your marketing should filter out bad leads
00:19:03 – How to get leads into your funnel (ads vs. organic vs. outreach)
00:20:48 – The best content strategy to attract high-ticket clients
00:23:19 – How to scale from six to seven figures efficiently
Interested in working with me? Apply here:
► socialclubstudios.com/work-with-us
Let's connect!
► Instagram: https://www.instagram.com/petervndr/
► LinkedIn: https://www.linkedin.com/in/petervanderwall/
► Twitter: https://twitter.com/petervndr
► YouTube: https://www.youtube.com/@petervndr
In this episode, I break down the exact system we use to never run out of content ideas while ensuring every piece of content reaches the right audience. Whether you're a business owner, service provider, or personal brand, creating consistent, high-impact content is key to scaling online. I share how we help a tax firm generate millions in revenue from social media by repeating the right messages, leveraging simple frameworks, and eliminating complexity in content creation. If you've ever struggled with what to post or how to keep your content fresh—this episode is for you.
Timestamps:
00:00:00 – Intro: The challenge of running out of content ideas
00:00:50 – How Ryan’s personal brand fuels a multimillion-dollar business
00:01:28 – The biggest mistake in content creation: Not repeating yourself enough
00:03:10 – Why different people need to hear the same message in different ways
00:04:19 – How to identify the key content topics for your business
00:05:46 – The 3-step system for structuring social media content
00:06:42 – The Broad-Narrow-Niche framework for writing strong hooks
00:07:12 – Example: Asset protection strategy for real estate investors
00:08:38 – Why overcomplicating content hurts engagement and conversions
00:09:28 – How to simplify complex topics for social media (Hemingway App + ChatGPT)
00:10:54 – How experts lose their audience by using too much jargon
Interested in working with me? Apply here:
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► LinkedIn: https://www.linkedin.com/in/petervanderwall/
► Twitter: https://twitter.com/petervndr
► YouTube: https://www.youtube.com/@petervndr
In this episode, I sit down with sales coach David, who completely dismantles my sales process and helps me rebuild it from the ground up. If you've ever struggled with closing high-ticket deals, handling objections, or just feeling confident on sales calls, this episode is for you. David shares his philosophy on sales as human psychology, why most sales training is a waste of time, and how shifting your mindset can instantly improve your results. He also breaks down my own sales process step by step—exposing weaknesses, inefficiencies, and lost revenue opportunities that could be costing me $30k+ per month.
If you're looking for real, tactical sales advice that actually works (without sounding like a pushy salesperson), you don’t want to miss this one.
Timestamps:
00:00:00 - Intro
00:02:39 - Why sales is just human psychology
00:06:36 - The problem with sales scripts & training courses
00:10:49 - Breaking down my sales process (and why it’s broken)
00:18:45 - Why a two-call close might be costing you money
00:27:30 - The #1 mindset shift that instantly improves sales
00:36:08 - How to handle objections without sounding pushy
00:45:14 - How fixing your mindset changes your entire business
Interested in working with me? Apply here:
► socialclubstudios.com/work-with-us
Let's connect!
► Instagram: https://www.instagram.com/petervndr/
► LinkedIn: https://www.linkedin.com/in/petervanderwall/
► Twitter: https://twitter.com/petervndr
► YouTube: https://www.youtube.com/@petervndr
In this episode, I walk through the real constraint holding your firm back, how to package your services to sell to complete strangers, and the marketing plan you need to grow quickly. Too many firms offer what they think clients want, but miss the mark completely. I break down the exact process we use to create irresistible offers, build trust with cold prospects, and convert more leads into high-value clients. If you want a proven system to scale your firm, this episode is a must-listen.
Timestamps:
00:00:00 – Intro: The boring but powerful growth strategy
00:00:37 – The real constraint holding your firm back
00:01:08 – Alex Hormozi’s Value Equation and how it applies to accounting firms
00:02:12 – Why people don’t trust online marketing & how to overcome it
00:03:06 – How to package your service so it sells itself
00:04:19 – The Four Horsemen of Value: How to make clients say ‘yes’ faster
00:06:00 – Why your clients don’t actually want ‘tax savings’ or ‘bookkeeping’
00:07:48 – The hidden risks that stop people from signing up (and how to remove them)
00:10:11 – The ‘Intro Offer’ strategy to increase conversions & build trust
00:12:30 – Real-world example: How a tax firm boosted sales by 20% overnight
00:14:48 – The exact marketing system that works for any accounting firm
00:18:02 – How to nurture leads with a 30-day email sequence
00:20:40 – Why you need to set up tracking BEFORE launching ads
00:21:36 – How Facebook’s pixel data can make or break your future marketing
Interested in working with me? Apply here:
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► LinkedIn: https://www.linkedin.com/in/petervanderwall/
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► YouTube: https://www.youtube.com/@petervndr
In this episode, I pull back the curtain on five uncomfortable truths every entrepreneur scaling a business in 2025 needs to face. From why long-form content is your most valuable asset, to why traditional websites are obsolete, and how AI is no longer optional but essential—I’m sharing the hard-earned lessons from scaling businesses, nearly losing mine, and rebuilding for sustainable growth. I also dive into why "done-with-you" offers are overrated and what to do instead, plus why optimizing your time is the most underrated growth strategy. If you’re serious about scaling smart, this is the episode for you.
Timestamps:
00:00:00 – Intro: Scaling to $3M and hard lessons learned
00:01:24 – Uncomfortable Truth #1: Everything is hard—why you need to stop chasing "easy"
00:08:15 – Uncomfortable Truth #2: Long-form content is where your time belongs
00:16:37 – Uncomfortable Truth #3: Websites are dead—what to do instead
00:24:06 – Uncomfortable Truth #4: AI is non-negotiable—how to integrate it into your business
00:32:06 – Uncomfortable Truth #5: Done-with-you is overrated—why hybrid models win
00:40:12 – Final Thoughts: Building a future-proof business and how to stay ahead
Interested in working with me? Apply here:
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► LinkedIn: https://www.linkedin.com/in/petervanderwall/
► Twitter: https://twitter.com/petervndr
► YouTube: https://www.youtube.com/@petervndr
In this episode, I break down the most important funnel in any modern business—and it’s not what you think. While most entrepreneurs focus on marketing and sales funnels, I’ve discovered that the hiring and recruitment funnel is just as crucial, if not more. I walk through the step-by-step process I use to attract, vet, and hire top talent using marketing principles applied to recruitment. Whether you’re scaling a service business or optimizing your team, this episode will help you build a hiring system that fuels long-term growth.
Timestamps:
00:00:00 - Intro: The funnel most businesses ignore
00:00:50 - Why marketing isn’t the most important funnel
00:02:08 - How I built my hiring funnel in ClickUp
00:03:10 - The importance of friction in the application process
00:05:48 - How I use ChatGPT to write job descriptions
00:06:54 - Using video job postings to attract the right candidates
00:07:32 - The role of application videos in filtering candidates
00:09:21 - How I evaluate candidates beyond just skills
00:10:53 - The five-stage hiring pipeline: From application to onboarding
00:12:13 - How I conduct screening interviews to filter candidates quickly
00:13:51 - The extreme ownership test: A make-or-break factor
00:14:56 - Why I use a paid skills test before hiring
00:16:38 - Real-life hiring examples and lessons learned
00:17:48 - The final interview: Questions that reveal true fit
00:18:40 - How I structure job offers and probation periods
00:19:54 - Final thoughts: Building a hiring funnel that scales with your business
Interested in working with me? Apply here:
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► LinkedIn: https://www.linkedin.com/in/petervanderwall/
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In this episode, I break down why the traditional coaching business model is failing and how service providers can take advantage of this shift. After burning my coaching business to the ground in 2023, I realized that done-with-you offers are the riskiest model to build—and I’ll show you why. I dive into the fatal flaws of coaching, the power of done-for-you services, and how hybrid business models are the future. If you're a coach, consultant, or service provider, this episode will help you future-proof your business and create sustainable, recurring revenue.
Timestamps:
00:00:00 - Intro: Why I burned down my coaching business in 2023
00:00:42 - The biggest mistake coaches make when trying to create transformations
00:01:23 - The difference between information vs. lessons learned
00:02:34 - Why most coaching clients fail to implement what they learn
00:03:29 - The fundamental flaw in the coaching business model
00:04:20 - Why service delivery is the hardest part of coaching
00:05:52 - The real reason business coaching programs often fail
00:06:53 - Why done-for-you services are far stickier than coaching
00:07:44 - How hybrid business models combine coaching with done-for-you offers
00:08:32 - The low-risk, high-retention way to add coaching to a service business
00:09:18 - How to use coaching as a lead generator for high-ticket services
Interested in working with me? Apply here:
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Let's connect!
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► LinkedIn: https://www.linkedin.com/in/petervanderwall/
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In this episode, Joey Yochheim, founder of Default Kings, shares his unique approach to fitness, faith, and business success. We dive into his philosophy of building “default actions” to create sustainable habits, explore the intersection of psychological and spiritual growth, and uncover practical advice for entrepreneurs balancing health and life responsibilities. Joey also opens up about his whirlwind romance and the lessons marriage has taught him about leadership, love, and faith. Whether you're seeking better fitness habits, entrepreneurial inspiration, or relationship wisdom, this episode delivers actionable insights and heartfelt stories.
Timestamps:
00:00:00 - Intro: Meet Joey Yochheim and Default Kings
00:03:20 - Default Actions: The key to sustainable habits
00:08:45 - Fitness Philosophy: Why simple beats flashy in long-term health
00:15:00 - Entrepreneurs and Health: How to stay fit with a packed schedule
00:21:40 - The Spiritual Angle: How faith shapes Joey’s coaching and lifestyle
00:30:15 - Marriage Lessons: Leadership, love, and the role of faith in relationships
00:42:50 - Practical Fitness Tips: Nutrition, training, and breaking plateaus
00:55:10 - Closing Thoughts: Why consistency and faith are game changers
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