Experience

Terra Firma Business and Financial Consultants LLC

• United States
• Financial Services
• 1 - 100 Employee

• Trusted Advisor

  • Aug 2023 - Present

  WHAT WE DO: Terra Firma Business and Financial Consultants, LLC is a comprehensive consulting firm. Our method involves educating clients on our process for increasing cash flow by reducing taxes, reducing debt, & increasing assets. HOW YOU BENEFIT: Our goal is to help you reach your needs and wants by increasing your cash flow in the following ways: ✍ Create a lifetime financial system that becomes your emergency fund, personal financing pool, and tax-free retirement account. ✍ Eliminate debt and build wealth at the same time, with the same dollars. ✍ Recapture the principal and interest paid out to credit cards, auto loans, business loans, lease payments, and mortgage loans, putting that money back to work in YOUR pocket. ✍ Provide consistent, predictable growth of your money, with zero market risk and zero loss of principal. ✍ Enable immediate and lifelong use of your money without penalties or restrictions ✍ Keep YOU in total control of your finances and financial future while creating virtually endless positive financial possibilities. SERVICES PROVIDED ✔ Individual strategy sessions ✔ Individual & Group Educational sessions to explain how the IRS views assets ✔ Tax strategy implementation that can reduce taxes up to 30% ✔ Bookkeeping Services HOW YOU BENEFIT: Our clients choose Terra Firma because they want an advocate looking at all aspects of their plan with a big-picture approach. They have reached a level of financial success that need someone who knows the rules to the assets to help manage and grow them We teach you the rules about the most tax-efficient assets and the three stages of those assets and what the IRS gives as guidelines for those assets. We help you to potentially double your assets within the first 12 months of working together while reducing your taxes by up to 30-50% CONTACT INFO: ☎ 720-272-9566 ✉ joe@terrafirmaconsultantsllc.com Show less



Salestable AI

• Board Member

  • Sep 2022 - Present

• CEO

  • Sep 2021 - Sep 2022

  The World’s Only Complete Sales Operating System. Scaling your sales team just became easy with Salestable.ai. Salestable enables companies to grow their sales teams with ease, predictability, and precision. It uses big data to provide predictable insights using Artificial Intelligence making you or your sales leader almost superhuman! Salestable is your simple solution to build a repeatable & consistent sales process, training, and team from beginning to end.



MetaGrowth Ventures

• United States
• Staffing and Recruiting
• 1 - 100 Employee

• Co-CEO

  • May 2019 - Jun 2023

  MetaGrowth Ventures helps companies create world-class Sales Teams so they can radically increase revenue without the heavy financial burden typically associated with sales teams. Our ideal clients are small to mid-sized companies who have plateaued growth but have a strong desire and need to ramp growth. Let us help you hire, train, and maintain your sales team. MetaGrowth Ventures helps companies create world-class Sales Teams so they can radically increase revenue without the heavy financial burden typically associated with sales teams. Our ideal clients are small to mid-sized companies who have plateaued growth but have a strong desire and need to ramp growth. Let us help you hire, train, and maintain your sales team.



Arioto Consulting

• Spain
• Investment Banking

• Founder & CEO

  • Jan 2009 - Apr 2019

  With over 16,000 hours of consulting experience I help small business owners and entrepreneurs with 3 things: Gaining clarity about what they want, helping them develop strategic plans they can believe in, and holding space for them to give account for their actions. We also provide tools for marketing and lead generation through automated sales funnels and messaging. With over 16,000 hours of consulting experience I help small business owners and entrepreneurs with 3 things: Gaining clarity about what they want, helping them develop strategic plans they can believe in, and holding space for them to give account for their actions. We also provide tools for marketing and lead generation through automated sales funnels and messaging.



Peerless Analytics

• Vice President

  • Jan 2015 - Aug 2018

  We believe any non-profit organization can learn to communicate more effectively with donors, member, volunteers and constituents. By utilizing incredibly powerful, cost effective tools we can help you identify and measure what you say to the world so you can increase member/constituent engagement and donations. Most non-profits do not take advantage of Google’s Ad Word Grant of $10,000 per month. Average usage is less than $500 per month. We come alongside and help you immediately extract maximum value from that program while increasing the response you get once people are engaged. This allows you to focus on your core competencies while serving the community in your own unique ways. Show less



WaterStone

• Nigeria
• Environmental Services
• 1 - 100 Employee

• Vice President of Generosity

  • Aug 2016 - Aug 2017

  Meeting with and helping high net worth donors make smarter choices about how they give so they maximize the impact of their giving and reduce tax exposure Partnering with non-profit organizations to expand the type of gifts they receive in order to fund their mission at an exponential rate Connecting with Financial Advisors to help them understand how high net worth and ultra-high net worth individuals and families who are philanthropically inclined operate so they can serve them with greater impact. Show less



Promise Keepers

• United States
• Non-profit Organization Management
• 1 - 100 Employee

• Director of Operations

  • Jul 2013 - Oct 2015

  Led multiple areas of this 25 year old non profit Oversaw marketing, development and operations Raised $1MM+ in 13 months to fund 2 major tours to Israel for Pastors and spouses Led multiple areas of this 25 year old non profit Oversaw marketing, development and operations Raised $1MM+ in 13 months to fund 2 major tours to Israel for Pastors and spouses



Bachrach and Associates

• Advertising Services
• 1 - 100 Employee

• Accountability Coach

  • Feb 2009 - Jan 2013

  Responsible for sourcing and acquiring clients for the company and serving as a business and accountability coach. Developed new product lines to accelerate sales growth and increase profitability. Major Contributions: Individually consulted over 1,400 financial advisors on business development, strategy and structure. Revamped a product line which increased revenue per sale from $750 to $8,500 per sale. Created a new product line which captured revenue from a leak in the business model resulting in an additional $10,000 per client. Increased consulting revenue from $1,000/hr to $1,500/hr and added value to clients. Personally coached 150 business owners and executives to develop business plans and implement systems, processes and scripts in order to increase revenue and profitability while improving their quality of life. Lead weekly performance team meetings with CEO and Executive team to communicate sales forecasts and measure performance. Show less



Crown Coffee

• United States
• Hospitality
• 1 - 100 Employee

• CEO

  • Oct 2007 - Jul 2011

  Catapulted Crown Coffee into international business by cultivating and negotiating a profitable relationship for exporting Crown’s products overseas to Japan. Expanded retail presence from 2 to 144 in less than 1 year Optimized production by restructuring product assembly and packaging processes therefore minimizing labor per unit by 75%. Negotiated more favorable terms with vendors thus reducing cost of goods sold by 15%. Introduced an affiliate program and growth plan for online marketing. Launched a merchandise line with 4 new products to represent the Crown Coffee image. Partnered with 12 new non-profit organizations to create effective, sustainable fund-raising programs. Show less



Buffini and Company

• Business Coach

  • Oct 2005 - Apr 2008

  Consulted 150+ business owners in a systemized, three-phase consulting program. First. By analyzing current business plan/structure and recommending improvements (including P&L, Balance Sheet, Budget analysis). Second, by setting goals with clients and overseeing implementation of new plan. Lastly, through biweekly consulting and accountability to ensure full implementation and success of new plan. Major Contributions: Coached 150 Realtors and lenders with an average of 73% retention year over year. Increasing the company’s bottom line by $380,000+ each year. Participated in a “select” 13 week intensive training program to increase the $/hr. charge from $297/hr. to $439/hr. Trained consistently in personality profiling to establish greater rapport with clients resulting in less client turnover. Outperformed company average retention by 7-20% creating greater profitability. Selected as a top tier coach with Leadership capability and recognized as Rookie Business Coach of the year during first year of employment and subsequently as Outstanding Business Coach. Certified as Business Coach, Leadership Coach, and Mentor Coach providing the ability for the company to charge more per hour for services rendered. Show less



American Trust Mortgage and Realty

• Broker

  • May 2000 - Oct 2005

  Increased company profits by more than 100% by establishing a new Real Estate division. Full auditing of real estate and loan documents for entire company. Outperformed the industry average for “established” company sales within 6 months of beginning the Real Estate division. Created $5,000,000 in sales within seven months by customizing the customer experience and developing sustainable referral systems. Increased revenue by an additional 50% by implementing specific job descriptions and work-flow patterns. Show less



Toleedo Fasteners Intl.

• Inventory Manager

  • Jan 1999 - Apr 2000

  Organized a 10,000 sqft warehouse with over 1,000,000 yards of velcro and supplies. Organized a 10,000 sqft warehouse with over 1,000,000 yards of velcro and supplies.