In this episode of All Things LOCS, hosts Antonio Garcia and Dr. Dan Neissany sit down with peak performance coach Brett Baughman, voted a top business coach by Apple News. Brett brings decades of experience guiding high-level entrepreneurs, CEOs, and creatives to redefine success, prioritize fulfillment, and find peace through intentional living.

In this episode of All Things LOCS, host Dr. Dan Neissany sits down with financial advisor John Askin from Allied Wealth Partners in New Jersey to unpack the crucial intersection of finance and healthcare. John shares his journey from Division I athlete to advisor, revealing how a torn ACL led to his unique niche: serving healthcare professionals. We dive into investing strategies for young clinicians, overcoming massive student debt, preparing clinic owners for retirement, and navigating the noise of financial advice on social media.Whether you're just starting your healthcare career or running a busy practice, this episode offers actionable financial wisdom tailored to your world.⏱️ Chapter Markers:00:00 – Intro to John Askin & the finance-healthcare overlap01:15 – John’s background: From athlete to advisor03:40 – Early career struggles and building confidence05:00 – Discovering a niche in healthcare finance07:20 – Why healthcare professionals are underserved financially10:00 – Betting on yourself: Risk-taking in your 20s13:00 – The importance of time freedom and long-term planning15:00 – Why your 20s are crucial for investing17:00 – Managing student debt vs. starting investments20:00 – Understanding compounding interest22:00 – Personalized financial planning: Not one-size-fits-all24:15 – Clinic owners: Common mistakes and missed opportunities27:00 – Retirement strategy vs. business valuation29:00 – Planning an exit: Succession before burnout31:00 – The power of delegation and knowing your strengths32:00 – Common hurdles with new clients in healthcare33:30 – Action-oriented clients: A financial advisor’s dream35:00 – Social media myths and the danger of bad financial advice37:15 – Why TikTok finance doesn’t fit everyone39:00 – Vetting credible financial guidance42:00 – Why specialization matters when choosing an advisor43:00 – John’s “Financial Plan of Care” explained46:00 – Implementing change in bite-sized steps48:00 – Adapting plans for different goals and life stages49:00 – Ongoing evaluation: Adjusting strategy quarterly50:00 – Closing thoughts on behavioral finance & personalized strategy

🔗 Connect with Allied Wealth Partners: https://www.alliedwealthpartners.com/#

📅 Book your FREE strategy call now:https://calendly.com/bestpracticestrategies/strategy-call?month=2025-05

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In this episode of All Things LOCS, hosts Antonio Garcia and Dan Neissany sit down with Arielle Cohen—co-founder of Marketing 411 and CMO of Business 411—to unpack modern marketing strategy, agency dynamics, scaling companies, and the mindset behind success.

Known as the go-to expert for roofing industry marketing, Arielle shares tactical insights on how to convert leads into customers, overcome scope creep, avoid being burned by bad agencies, and build resilient marketing systems. She also gets personal—talking mindset, female leadership, and the importance of taking action before you're "ready."

Whether you’re a startup, established business, or solo founder, this episode is packed with practical strategies and powerful mindset shifts.

⏱️ Timestamps

00:00 – Intro to Arielle Cohen & her marketing background

01:00 – State of marketing today: status quo vs. innovation

03:30 – Biggest misconceptions business owners have about marketing

06:00 – Google strategies in crowded industries

09:30 – How to have tough client conversations using data

10:15 – Navigating scope creep with clients

12:00 – How to find the right marketing partner

14:00 – Identifying your "star player" services

15:30 – Using AI tools like ChatGPT for small business strategy

17:00 – Omnipresence vs. focused strategy

19:30 – Delegation & letting go of control

20:30 – Key marketing metrics every business should track

23:15 – Reverse engineering lead targets from revenue goals

24:00 – Rebuilding trust after being burned by past agencies

27:00 – The psychology behind copywriting and conversions

28:00 – Why organic content outperforms traditional ads

29:45 – The danger of confusing, over-technical messaging

30:00 – What a high-functioning marketing team looks like

33:30 – Why CMO turnover is so high in major companies

36:00 – Staying nimble in a changing marketing landscape

38:00 – Being a woman with dreads in male-dominated industries

39:00 – Turning difference into a competitive advantage

42:00 – Advice for women in business: no excuses, just execution

44:00 – Forward movement & letting go of perfection

46:00 – How to contact Arielle & get help with marketing

🔗 Connect with Arielle and Business 411: https://business411.com/https://www.instagram.com/arielleceo/

📅 Book your FREE strategy call now:https://calendly.com/bestpracticestrategies/strategy-call?month=2025-05

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#AllThingsLocs #ArielleCohen #MarketingStrategy #LeadConversion #FemaleEntrepreneur #DigitalGrowth #CMOLife