Bonus Episode, with Claudio Vilas

What if your obsession with the latest tech tools is keeping you from what really matters, building trust and meaningful relationships with clients? Are you engineering your business for sustainable value, or are you chasing shiny objects that distract you from becoming a true advisor?

The answers often require a shift from tactical quick wins to a strategic, people-first foundation. As real as the hype surrounding AI and automation may be, this episode challenges you to view technology as a support tool, not the main event. Relationship-building, client advocacy, and mastering the fundamentals remain irreplaceable skills for the business broker looking to survive and thrive in the years ahead.

In this after-show deep dive, host Jason Cutter welcomes back Claudio Vilas, the “roofing biz broker,” for an honest look at what separates trusted, indispensable brokers from those stuck in the grind. Together, they break down critical lessons: why industry inefficiency can be an opportunity, how building a referral network creates deal flow, and what it takes to shift from simply selling businesses to selling quality, investment-grade opportunities. Claudio shares real examples including the power of strategic marketing and the courage to say “no” to the wrong deals, making this episode a must-listen for brokers who want long-term impact (and income).

Subscribe for more insights that move you beyond transactions and share this episode with a colleague who’s ready to ditch “deal breath” for lasting growth.

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