Scaling Your Business and Wealth
Scaling Your Business and Wealth
Podcast Description
Business and team building ideas from interviews with some of Connecticut's leading business owners. Wealth building discussions with Eric Tashlein,CFP(r) and guests such as Estate Planning Attorneys, CPA's, and Investment Professionals.
The show is for business owners and professionals seeking ways to help build their wealth and business.
Podcast Insights
Content Themes
The show primarily revolves around business development and wealth accumulation, with specific episodes like 'Why I Love the Roth IRA' highlighting the benefits of Roth IRAs, alongside insights from leading business owners in Connecticut on scaling businesses and creating financial strategies.
Business and team-building ideas from interviews with some of Connecticut’s leading business owners. Wealth-building discussions with Eric Tashlein, CFP(r), and guests such as Estate Planning Attorneys, CPAs, and Investment Professionals.
The show is for business owners and professionals seeking ways to help build their wealth and business. Discussions in this show should not be construed as specific recommendations or investment advice. Always consult with your investment professional before making important investment decisions. Advisory services offered through Cambridge Investment Research Advisors, Inc., a Registered Investment Adviser. Cambridge and OES Wealth Partners are not affiliated. Discussions in this show should not be construed as specific recommendations or investment advice. Always consult with your investment professional before making important investment decisions.
Episode Notes
Scaling Your Business and Wealth Podcast
Host: Eric Tashlein, CFP®, CEPA®
Episode Summary
Eric Tashlein sits down with Doug Rawady to break down a common issue: businesses aren’t stuck from lack of effort—they’re stuck from lack of visibility.
Doug shares how overlooked inefficiencies, underused client relationships, and weak internal alignment quietly limit growth. Instead of chasing more leads, the real opportunity is often optimizing what already exists.
They also cover leadership discipline, sales process gaps, and the need to stay adaptable in a rapidly changing environment.
Key Takeaways
- Growth issues are often visibility issues
- Existing clients are the biggest missed opportunity
- New client acquisition is far more expensive than retention
- Sales and marketing misalignment hurts conversions
- Most teams lack a consistent sales process
- Focus on the core problem you solve, not just features
- Proactive leadership beats reactive management
- Not everything urgent is important
- Empower teams—don’t micromanage
- Stay open-minded or risk falling behind
Core Message
You don’t need more to grow—you need to see what you’re missing.
Connect with the Guest
Doug Rawady
🌐 businessconciergesolutions.com
📱 203-690-2074
Connect with Eric Tashlein, CFP®, CEPA®
📞 1-800-878-7152
🌐 oeswealthpartners.com
Disclosure
Securities are offered through Registered Representatives of Cambridge Investment Research, Inc., member FINRA/SIPC. Advisory services are offered through Cambridge Investment Research Advisors, Inc., a registered investment advisor. OES Wealth Partners, LLC and Cambridge are not affiliated. This podcast is for informational purposes only and should not be considered investment advice.
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