Capitaliz Insights Podcast
1) Next-Gen Exit Planning: Building Trust, Technology & Tailored Solutions
Exit planning is entering a new era, with a strong emphasis on implementation, customization, technological integration, and strategic collaboration. Capitaliz co-hosts Dr. Craig West and Jared Johnso...Show More
2) Client Experience, Cricket, and Business Valuations: A Planning Journey Across Continents
In this episode, Craig and Jared are joined by Sam Walters, the longest-serving Capitaliz team member, as he shares his journey from public accounting to exit and succession planning and his transitio...Show More
3) Sales Beyond Transactions: Empathy, Collaboration, and Client-Centered Wins
In this episode of Capitaliz Insights, Brent Heflin, Capitaliz VP of Sales, shares his consultative sales philosophy and leadership approach that's driving growth for the team, and for advisors using ...Show More
Sales Beyond Transactions: Empathy, Collaboration, and Client-Centered Wins
16:34 | Apr 10th, 2025
4) Turning Curiosity into Conversations: Using the Value Gap Assessment as a Marketing Tool
In Episode 7 of the Capitaliz Insights podcast, hosts Craig West and Jared Johnson explore how advisors can leverage the Value Gap Assessment as a powerful marketing and prospecting tool. From email...Show More
Turning Curiosity into Conversations: Using the Value Gap Assessment as a Marketing Tool
16:51 | Mar 13th, 2025
5) Meet the US Leadership Team: Driving Success at Capitaliz
In Episode 6 of Capitaliz Insights, we introduce you to the leadership team that propels our success. Get to know Sam Walters, Zach Broyles, Maddie Ernzen, and Brent Heflin as they share their backgro...Show More
6) Flipping the Script: Exploring Shifts in the Business Owner Mindset with Craig West
In this insightful episode of Capitaliz Insights, Jared Johnson interviews Craig West, CEO and Founder of Capitaliz, to explore his take on the evolving nature of business ownership through the lens o...Show More
Flipping the Script: Exploring Shifts in the Business Owner Mindset with Craig West
23:02 | Feb 12th, 2025
7) From Taking Part to Taking Charge: Navigating Advisor Roles in Exit Planning
In Episode 4 of the Capitaliz Insights podcast, Craig West and Jared Johnson dissect the pivotal roles advisors play in exit planning engagements. Discover how you can enhance your advisory services b...Show More
From Taking Part to Taking Charge: Navigating Advisor Roles in Exit Planning
22:00 | Dec 17th, 2024
8) Emerging Trends for Advisors from 2024 Industry Conferences & Events
In the latest episode of the Capitaliz Insights podcast, hosts Craig West and Jared Johnson share valuable insights from their recent attendance at various industry conferences and events. They discus...Show More
9) Shift to Significance: Redefining Success in Exit Planning
10) Capitaliz Insights // Behind the Scenes with Jared Johnson: Leading Capitaliz into the Future
In this first episode of the re-launched, second season of Capitaliz Insights Podcast, co-hosts Dr. Craig West and Jared Johnson invite you to dive deep into the journey of Jared Johnson, President of...Show More