The Agent of Wealth

100% of business owners are going to exit one day, but less than 10% have a written and communicated plan for doing so. If you fall into the remaining 90%, it’s time to get a plan in place.

In this episode of The Agent of Wealth Podcast, host Marc Bautis is joined by Laurie Barkman, “The Business Transition Sherpa.” She’s the former CEO of a $100 million revenue company, the author of The Business Transition Handbook: How to Avoid Succession Pitfalls and Create Valuable Exit Options, and hosts the award-winning podcast Succession Stories.

In this episode, you will lea...

In this episode of The Agent of Wealth Podcast, the Bautis Financial team discusses the most recent book assignment in their monthly Book Club, Thinking in Bets: Making Smarter Decisions When You Don’t Have All the Facts by Annie Duke. 

Poker champion turned business consultant Annie Duke teaches readers how to get comfortable with uncertainty and make better decisions as a result.

In this episode, we discuss: 

Ready to explore the secrets of successful franchising? In this episode of The Agent of Wealth Podcast, host Marc Bautis is joined by John Hewitt, a renowned American entrepreneur with over 50 years of experience. Hewitt is best known for his success in the tax preparation industry, having founded two of the largest tax preparation companies in the United States, Jackson Hewitt and Liberty Tax. Both companies represent two of the top 100 largest retail organizations in North America!

John Hewitt is also the best-selling author of iCompete: How My Extraordinary Strategy For Winning Can Be Yours and the...

Picture this: You’re working hard and generating income, but still it feels like you’re treading water – never getting ahead. If this sounds familiar, it could be your spending habits holding you back.

In this episode of The Agent of Wealth Podcast, host Marc Bautis distinguishes the difference between wants and needs. Whether you’re struggling to differentiate between wants and needs in your own life, or seeking strategies to align your spending with your financial goals, this episode will help you pave the way towards a better financial future. 

In this episode, you will lear...

In this episode of The Agent of Wealth Podcast, host Marc Bautis is joined by Michael Arries. Michael  is an experienced advisor in the field of precious metals, having traded gold and silver for almost 25 years. In 2010, he embarked on his professional career with McAlvany Precious Metals, a family-owned business with a 50-year legacy in the industry. Renowned for their unwavering integrity, time-tested strategy, and personalized service, McAlvany represents the pinnacle of excellence among precious metals firms.

In this episode, you will learn:

In this episode of The Agent of Wealth Podcast, host Marc Bautis is joined by Dr. Jeff Anzalone, a periodontist who teaches a unique prescription for success centered around mindset shifts.

Dr. Jeff Anzalone shares his transformative journey from a practicing periodontist to a leading advocate for holistic wealth. Discover the pivotal moment that sparked Dr. Anzalone's realization that traditional income sources weren't enough to secure his family's future, and learn how he embarked on a mission to diversify his income streams through real estate investing.

Gain valuable insights into the importance of nurturing relationships...

In this episode of The Agent of Wealth Podcast, host Marc Bautis is joined by Nick Hutchinson, owner of BookThinkers, host of BookThinkers: Life Changing Books, and author of Rise of the Reader: Strategies For Mastering Your Reading Habits and Applying What You Learn. Nick has dedicated his life to helping millions of readers take action on the information they learn and rise to their potential through his books, speaking, and personal brand as a whole.

Nick Hutchinson's journey from someone who wasn't much of a reader to a dedicated reader and advocate for personal development through...

In this episode of The Agent of Wealth Podcast, host Marc Bautis is joined by Jen Paterson, Founder of Dollar Divas, a money coaching company that supports female entrepreneurs or mompreneurs who need financial assistance with their businesses. 

Jen recounts her journey from being a financial advisor to recognizing the lack of tailored financial education for women, prompting her to establish Dollar Divas. Through open discussions and workshops, Jen aimed to create a non-threatening environment where women could address their financial concerns and learn essential money management skills. The concept of "paying yourself" emerged as a central t...

In the fast-paced world of entrepreneurship, achieving success often comes with its own set of challenges. From managing business operations to maintaining personal well-being, entrepreneurs face a myriad of obstacles on their journey to success. In this episode of The Agent of Wealth Podcast, host Marc Bautis sat down with special guest Dr. Lance Knaub. The best-selling author of The 4% Break-Thru, Dr. Knaub helps overwhelmed entrepreneurs with 6-figure businesses avoid burnout, and instead create the life they love while scaling by developing a leadership team and creating a self-sufficient business that is an asset. 

Dr. Knaub brings a...

Getting a client is just the beginning. To successfully retain a client for life, business owners should seek to exceed the client’s expectations — turning them into advocates. In this episode of The Agent of Wealth Podcast, host Marc Bautis is joined by Richard Weylman, a business expert, serial entrepreneur, author, philanthropist, and keynote speaker. Tune in to discover how you can build rock-solid relationships that turn clients into delighted advocates for your business.

In this episode, you will learn: