Managed Business Services 

"It's not how much money you make, but how much money you keep, how hard it works for you, and how many generations you keep it for." -Robert Kiyosaki
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Business owners have come to me to solve the problem of needing more leads and customers. Experience has taught me that's not always the main problem. Getting more customers increases operational costs and requires planning. Having a conversation about that part of the business requires trust and a relationship.
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Many ad agencies/marketing companies start and end with providing/refining a marketing stack/ funnel to get leads and customers, without understanding how the business is operating. Experience has taught me that until there is a relationship of trust, the root of the problem will not be exposed. 
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Here's the story of how and why I went from providing marketing services to business services as a consultant. 
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I was working as a consultant at small company, and we had gone from $100k in revenue to $500k in less than six months, and we were a cinch to go to $1 million in another six. 

In December, right before the holidays, the operations manager came to me and said, "we may not make payroll this week." 

That was impossible. I knew there were contracts coming in, and I knew billing was up. I did some digging.

What I didn't know was that invoices were not going out. They hadn't gone out for two months, and we were in the third month already, so that made it three months of nothing coming in.

It changed my perspective on business entirely, 

I spent the next two days getting invoices out, meeting with the owners, operations manager and the accountant to review all SOPs. 

Then I did a deep dive into the frameworks that define business success. The rest they say is history.
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The problem I solve is to help business owners with the implementation of their business framework based on a strategy, so they don't have to bounce around with different tactics, and agencies trying to find a solution.

Business Consultant

Managed Media Services and Marketing helps customers develop a fully automated marketing solution. We use a 3 step process to plan the strategy, create the solution and implement a done-for-you or done-with-you automated marketing stack.

Managed Media and Marketing Services offers a complete platform of digital marketing services

SEO
Our talented representatives who know exactly how to rank your site for relevant keywords and get more eyes on your website now and for years to come. 

Google Ads
We manage your AdWords campaign to bring in new website visits and increase lead generation. 

Facebook Ads
Our experts know exactly how to take advantage of Facebook's sophisticated algorithm to start delivering you new leads each and every day.

Listings
Listing businesses in online directories such as Google, Bing, Yahoo, Yelp, and TripAdvisor, 
increase your company’s visibility, drives more traffic, and attracts potential customers. 

Social Posting 
Social media is an affordable way to communicate and effectively market your business to your potential customers.

Content
Every digital marketing service requires quality content through educational articles, breaking industry news, or thought-provoking opinions that drive traffic and engagement to your website and nurture them to become customers.

Websites
We replace outdated, slow-loading, boring websites. with a sleek, sophisticated, easy-to-navigate website built by our team of professional web developers.

Marketing Consultant

iHub Vantage

Save 25-50% on workers' compensation costs, premiums and claims. See if your business qualifies.

REDUCED COMMISSIONS
Wholesale pricing produces lower costs in the workers' compensation premium. It's that simple.

PROPER RISK CLASSIFICATION
Reclassification  is achieved by improving the Experience Modification Rating (EMR/XMod). This is accomplished through proper Risk Management Resources. 

RISK MANAGEMENT RESOURCES
Providing wellness resources at no out-of-pocket cost, creates incentivized participation, which improves overall health and wellness of the employee.

CARRIER DISCOUNTS WITH APPROVED BENEFITS
When the overall risk in the workplace is minimized the premium of worker's compensation insurance you pay will be lower.

#Wellness #EmployeeBenefits #WorkersCompensation #BusinessSuccess

Associate

David Allen Capital, Inc (Official)

As a Referral Agent for David Allen Capital, Inc. (DAC), I serve as a bridge connecting businesses with a myriad of financial solutions tailored to their unique needs. 

It is our goal to serve business owners of all sizes. Of course, each funding provider we have has
their own funding programs and requirements. Not all businesses can get approved at all the
providers - based on their size, time in business, industry type, etc.

In order to simplify the process, we have partnered with BankBreezy who has developed a
simple and 100% online process for any size business to apply.  

Based on 4 simple questions, BankBreezy seamlessly transitions the client into the correct funding application for completion.

   - Business Capital: Facilitating access to capital up to $2 million, ensuring businesses have the funds they need to grow and thrive.

   - Instant Funding: Helping businesses secure immediate funds, with offers ranging from $400 to $10,000.

   - Equipment Financing: Assisting businesses in acquiring new or used equipment with financing options from $20k-$200k.

   - Business Lines of Credit: Offering revolving lines of credit ranging from $5,000 to $100,000, ensuring businesses have funds at their disposal whenever required.

   - Employee Retention Tax Credits (ERC):Assisting businesses in availing tax credits up to $26,000 per W2 employee.

   - Payment Processing: Introducing businesses to DAC's innovative payment processing solutions, including the Cash Discount Processing that can eliminate up to 95% of processing fees.

   - DAC Healthcare: Advising on flexible and affordable healthcare alternatives for both individuals and employers.

 My role extends beyond a single transaction. I aim to cultivate lasting relationships with businesses, ensuring they have a trusted advisor for all their future financial needs.

Independent Referral Agent

National Business Capital

As an independent referral agent for National Business Capital, I have the opportunity to make a real impact helping small business owners access the financing they need to grow when conventional bank financing is unavailable

My role is to connect with entrepreneurs, and SMBs,  understand their unique situation, educate them on smart capital solutions, and then refer them.  We have  alternative funding options like SBA loans, lines of credit, and revenue-based financing. I find this work extremely rewarding because I get to play a part in the success story of the SMB community with services other than just marketing.

Through consultative conversations, I identify business owners who could benefit from NBC's wide range of products. I learn about their business goals, cash flow needs, and growth plans to determine if NBC is the right fit. I prepare detailed referral memos outlining why I believe they are a strong candidate for financing. My goal is to enable their dreams by securing affordable, flexible capital to take their business to the next level.

My success comes from networking, asking for referrals, building relationships with centers of influence, and creating educational content.

Referral Partner

ROK Financial

As a ROK Financial Referral Agent I establish relationships with small business owners seeking alternative  financing. Our process is streamlined with revolutionary technology and has an educated team of experts.

ROK Financial is partnered with BNB Bank which allows ROK Financial to offer direct checking and savings to Cannabis businesses through BNB Bank. BNB Bank has a board approved Cannabis Banking Policy that is strictly adhered to. There is an established compliance monitoring program providing seed to sale regulatory support to ensure that all parties are in compliance.”

Term Loan: Ideal for businesses looking to make significant investments such as expansion projects or large purchases. ROK Financial offers term loans ranging from $25,000 to $2 million with terms spanning from 6 months to 10 years. The funding process is swift, with businesses potentially receiving funds in as little as 1-3 days.

Line of Credit: Perfect for businesses that need to manage cash flow, purchase inventory, or cover unexpected expenses. With line amounts ranging from $10,000 to $1 million and terms from 6 months to 10 years, businesses can access cash when they need it the most.

Equipment Financing: For businesses that require funds for expansion projects or significant purchases, equipment financing is an excellent option. Loan amounts vary from $10,000 to $5 million with terms between 1-5 years. The funding can be secured in 2-5 days.

Why ROK Financial?

Simple Application Process: The application process is straightforward and quick. Importantly, inquiring does not impact your credit score.

Dedicated Business Financing Advisor: Every business is paired with a dedicated advisor to discuss financing options at no cost. This personalized approach ensures that businesses get the best terms and rates suited.

Swift Funding: ROK Financial prides itself on its efficiency, with typical funding secured within 24 hours.

https://www.banks.com/reviews/rok-financial-business-loans/

Virtual MQ

In this role I provided consultative services to the CEO and Co-Founder for the launch strategy.

The platform sources, vets, connects, and manages the world's best remote talent in fields such as IT design and development, data science, finance, digital marketing, and more, enabling clients to scale their operations on demand. 

The company aims to build a community-driven talent marketplace that promotes remote work in an extremely flexible engagement model that allows clients to access skilled talent under the "Resource on Subscription" model. This ensures a quick turnaround and guaranteed success for all clients. 

Virtual MQ may emerge as the world's most trusted marketplace to find skilled resources, and Market Quotient is proud to state that it is "Made In India."  The actual talent pool is global and the platform focuses on providing access to high-quality talent for international clients highlighting its position as a leader in the global market for skilled labor. 

The launch of Virtual MQ on March 20, 2023 reflects Market Quotient's ongoing commitment to providing innovative solutions that help clients achieve their business goals. With its deep expertise in the consulting industry and its focus on delivering exceptional results, Market Quotient is well-positioned to support clients in leveraging the power of remote work and on-demand access to skilled talent.

https://www.issuewire.com/market-quotient-launches-virtual-mq-a-platform-to-promote-remote-work-for-skilled-experts-1760956328240506

https://www.prlog.org/12956116-virtual-mq-revolutionary-platform-for-skilled-remote-workforce.html

Advisory Board Member

Equitable Advisors

Worked closely with the Regional VP mentored to achieve Health And Accident and Life Insurance Producer Licenses,  Security Industry Essentials (SIE) and Series 7 licenses required for the role of Associate Advisor.

Provided support to other team members advisors through weekly sales role-playing scenarios,  and financial planning group evaluation sessions.

Created a prospect list of 2,000 prospects from sources such as Zoom Info, and DataAxle for engaging business owners to have conversations about retirement and exit strategies.

Developed personal contacts by scheduling presentations with community leaders and business owners, and individuals, at various municipalities, local chambers of commerce, social organizations, and individual business throughout Bergen County.

Scheduled compliance approved presentations with qualified prospects for various investment insurance and retirement planning products based on suitability factors such as client needs, time horizon, risk profile and personal affinities.

Denbeaux & Denbeaux

* Using an automated intelligent marketing platform we created 200 new business leads during the pandemic.
* Personalized lead magnets were delivered to segmented audiences based on practice areas.
* Sales were created through a system of email lead nurturing to create booked Zoom calls.
* Booked meetings were converted to a sales pipeline.
* Marketing is now self-sustaining using only organic traffic and continued SEO.

Marketing Automation Development Consultant

Analytics Intell

Analytics Intell is a strategic data analytics consulting firm that helps businesses find opportunities to increase performance factors – such as revenue growth, cost savings, productivity and efficiencies in marketing, operations, and sales. 

We create software solutions and customized technology applications to turn data into actionable information for industries such as banking, healthcare, and integrated resorts. 

As the Marketing Strategist, I help to create content that connects with the businesses looking to leverage their data into more actionable insights. 

What makes me unique in this position is that I am able to create customer facing stories ranging from video scripts to 1,000-word essays on technical topics such as business intelligence, marketing, law, and healthcare, drawing upon my background music, media, advertising, podcasting, journalism and documentary film.

Content Writer and Creator

Focused on integrated media campaign development that will increase service capabilities to consumers who need various legal services including :  consumer financial protections, debtors legal rights, family law and employment law.

Collaborated with press relations freelance to get op-ed pieces placed with publications such as: The Hill, The Intercept, VICE, The Record.

Coordinated live radio call in shows with NJ 105.9 FM to answer listeners questions related to legal questions related to mortgages and consumer protection rights. 

Created and published weekly podcast about foreclosure process for NJ homeowners.

Published daily content on Facebook, Twitter. and responded to comments and direct messages.

Produced, and edited video of partner and associate for YouTube.

Community liaison for booking speaking engagements for foreclosure prevention.

Chief Marketing Officer

Business and Marketing Consultant | Specializing in AI to Impact KPIs

As a seasoned Business Consultant and Fractional CMO at Managed Business Services, I specialize in steering businesses towards growth and efficiency through AI-enabled marketing and media strategies. With my experience spanning over 25 years in marketing, sales, and business development, I've navigated diverse terrains from media sales and marketing to digital and financial services.

I provide access to business services including: marketing, alternative financing and loans, and expense reduction and tax savings initiatives such as:

- Wellness Integrated Medical Plan Expenses Reimbursement (WIMPER) program
- Participatory Wellness program
- Workers Compensation Premium reduction
- FICA tax savings
- Executive Bonus Plans ( Section 162 Bonus Plans). 

In the realm of marketing, I am not just an executor but a strategist, harnessing the power of marketing automation, SEO, Google Ads, and dynamic content creation. My approach is to tailor strategies that are not only innovative but also highly effective. I take pride in functioning as a critical bridge for businesses, connecting them with vital resources like funding, tax planning, and expense reduction solutions, all without the burden of upfront fees. My core mission is an commitment to empowering business owners, helping them to not just meet but exceed their ambitious goals and optimize performance at every level.

The integration of Artificial Intelligence (AI) into business operations has become more of a necessity than a choice. Recognizing this, I've taken proactive steps to demystify AI for business leaders in my network, many of whom are keen yet uncertain about harnessing AI's potential in their operations.

To bridge this knowledge gap, I've aligned with Simple(AI), a forward-thinking company renowned for making AI accessible and actionable for businesses. Our collaboration is centered on deploying Simple(AI)'s proven AI Blueprint, a framework that has already empowered hundreds of business owners with essential AI skills. The results speak for themselves: staggering reductions in IT costs, accelerated market entry times, and enhanced operational efficiency.

My role transcends consultation; I offer a strategic blueprint to seamlessly integrate AI into your business's annual strategy, quarterly execution plans, monthly reviews, weekly problem-solving sessions, and daily operational huddles. This holistic approach ensures that AI is not just a one-off project but an integral part of your business’s DNA, driving continuous innovation and growth.

Matthew Maginley

AFASmartBusiness.Com

Everyone is looking to increase profits. This includes business owners, employees, retirees and all professional service providers.

What is a Profit Technology Concierge? You know what the three words mean individually, but together they mean someone who directs and manages your relationship with Centers of Expertise with special technology, focus, experience, procedures or patents that seek profits where your current staff or advice team is unable to. I bring an expert layer of profit enhancement consulting to your life.
Example 1: Your tax preparer comes to you with a $300,000 tax bill. He has done everything he can but cant reduce your tax obligation below $300K. I introduce you to a company solely focused on that problem to reduce those tax bills by 50% almost 100% of the time.

Example 2:  You would like to drive your tax bill to near zero, reduce expenses, get corporate loans for expansion, have a business exit plan and tax diversification with income tax free retirement income source for life and you want to share this value with your clients as a business development tool. I have such a Center of Expertise I do intake for and can introduce you them. 



I market and manage relationships between potential profit seekers and profit-enhancing Centers of Expertise with technologies that solely focus on enhancing profits. My role is to meet with a profit seeker and pair you to one or more profit-enhancing Centers of Expertise and making that a no-brainer decision for you. No upfront cost, pay for performance models.

All this starts with a casual conversation, understanding of your excitement points or pain points, sharing some proprietary concepts and software, maybe a sizing of benefits and I like to start with a 15 minute meeting and after 15 minutes, we can decide whether I can be that perfect profit partner you were looking for....you pay him nothing up front, and he shows you the path to huge value via experts you could not otherwise afford.

Profit Technology Concierge

Stryde Savings

Businesses need more sales to generate new revenue to increase profits. I provide financial efficiency programs offered by Centers of Expertise like Strydesavings.com and their vast corporate loan resources to your business community.
For NO UPFRONT COST, Short Conversations, NO CHANGING OF VENDORS we provide unheard of value. 5 key areas: 1) Cost remediation 2) Specialized Tax Incentives 3) Corporate Lending to $250 million 4) Business Exit strategy and tax free retirement income 5) Offer 1-4 to your clients...could you up-sell your clients on your services if we found money they were not expecting?

Senior Advisor

Adriaan Financial Associates

EXECUTIVE SUMMARY:

Businesses, employees and retirees need more money and need to make money last longer! Cost cutting can only go so far, financial growth is key!

FOR BUSINESS OWNERS: 

Your business must increase revenue, optimize costs constantly, expand market share and plan for a graceful high profit, tax mitigated exit with a tax-free income stream for life. That’s what AFA SMART BUSINESS is for! AFA SMART BUSINESS partners with www.StrydeSavings.com and https://www.linkedin.com/redir/phishing-page?url=www%2eGmgSavings%2ecom to provide proprietary benefits for business owners. Our referral relationship with ADP, provides ADP’s wide range of HR, compliance and Payroll services to companies as small as 1 or 2 employees. We find money for 90% of S-corps, C-corps and LLCs and their tax, insurance, commercial real estate and financial advisors

FOR EMPLOYEES AND RETIREES: “FIND MORE MONEY”
Retirement planning is nearly impossible these days! So many challenges, so many variables, more month than money, carrying lots of risk and the education gap is widening. That’s what AFA SMART RETIREMENT is for! AFA provides free planning and has over 50 key relationships with financial institutions. With knowledge from our www.UGRUCOACHING.com affiliate for those who want coaching, it makes it easier to implement strategies that are in your best interest. Our job is to “FIND MORE MONEY” by plugging holes in your strategy and finding efficiencies or showing you how much is  needed to increase your hourly employment value

RELATIONSHIPS ARE CURRENCY. 
Introduce us to your CPAs, Commercial Realtors, Business Owners, Doctors, Dentists, Chiropractors, Insurance and Financial Planners. Our AFA SMART BUSINESS division has great value to them.
** Feel free to connect or chat with me: **
West coast 408-205-0146 or East Coast 757-401-4402
Business email: aldosmartbusiness@gmail.com
Employees/retirees: aldoadriaan@gmail.com
Office: 1761 Jamestown Road, Suite 101-B, Williamsburg, VA 23185
Online Scheduler: www.meetwithaldo.com

 Retirement Income Planning | Life Insurance | Annuities | Long Term Care

UGRU Financial Coaching

UGRU Financial Coach

Redwood Tax Specialists

Managing Director

Brooklight Place Securities, Inc.

Registered Representative (retired)

Sigma Financial Corporation

Hewlett Packard

HP's NonStop Enterprise Division delivers the most complete and compelling portfolio for business-critical computing. NonStop is a series of server computers introduced to market by Tandem Computers.

I started in a management role with Tandem back in 1994, and through the merger of Tandem/Compaq into HP, I have managed global course material creation, audience advocacy, education virtual infrastructure, and classroom and instructor management.

As Senior Manager of Education, I value helping people overcome learning curves wisely and efficiently.

Senior Manager, Mission Critical Systems Education ▶ Business Solutions | Instructor Management

NonStop systems are often used by banks, stock exchanges, telecommunication providers and other enterprises requiring extremely high uptime. My role was to manage various programs which were related to education and training requirements gathering. My role required interfacing with product development, support, services, sales and training development and delivery teams.

Manager of Education, Nonstop ▶ Program Manager

▶ EXECUTIVE SUMMARY:
We enhance profits for business owners, their employees and retirees. We work on contingency.

▶ For CPAs and Tax Professionals, we work jointly to increase advisory fee revenue for your business.
We look for expense and tax cuts, maximize tax incentives, qualify for and leverage loans, use
expertise from large business financial technologies. We provide a NO UPFRONT cost option to make our services more affordable to our clients. We also offer the above services to your client base as a free business development tool so you have additional resources for an up-sell opportunity.

▶ FOR BUSINESS OWNERS AND ACCOUNTING AND TAX STAFF
I conduct complimentary profit consultations to find MORE MONEY for your business.
We have proprietary software that identifies opportunities to pursue:
- Where can we reduce expenses
- Where can we leverage specialized tax incentives
- Can we bring in corporate loans, venture capital, franchising, business brokerage
- Can we enhance business exits, finance a buyer and setup a tax-free income for life strategy
- Can we defer taxes on the sale of the business in the future?
- Is key man and partner buyout insurance required?
- Can we finance your buyer to protect your valuation?
- Can we do the same for your business clients as a differentiated business development activity

▶ PROFIT-FOCUSED FINANCIAL CENTERS OF EXPERTISE

My role is to understand enough of your business to help us engage with the right center of expertise to enhance your business profit. 
I work with several profit enhancement Centers of Expertise and continually add more  

I have 3 marketing offers with free feasibility studies

▶ OFFER #1          WE FIND OPPORTUNITIES TO ENHANCE PROFITS IN YOUR IN YOUR BUSINESS AND WE WORK ON CONTINGENCY ON A SPLIT ARRANGEMENT 

Website:                  https:/afasmartbusiness.com
Designed for:          All incorporated US businesses, any industry, any state. 

▶ OFFER #2           WE WORK WITH BUSINESS OWNERS TO HELP STIMULATE THEIR LOCAL ECONOMY BY 
SHOWING THEIR PROSPECTS AND BUSINESS NETWORK HOW WE CAN FIND MONEY FOR THEM

Center of Expertise:  www.afasmartbusiness.com, $10 million incentive bundle
Designed for:            All types of businesses  

▶ OFFER #3	         TAX DIVERSIFICATION/WEALTH MANAGEMENT/COACHING FOR EMPLOYEES/RETIREES
Center of Expertise:  www.aldoadriaan.com and associated expertise providers
Designed for:            Retirees, Pre-retirees, job changers and small business owners
Contact Aldo:
Ph: West 408-205-0146
      East  757-401-4402 
Calendar: www.meetwithaldo.com

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Matthew Maginley

Aldo Adriaan

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