Axiom Podcast - Axiom Strategic Consulting

Angela is a business owner whose story transcends entrepreneurship, weaving faith, family, and transformation into a powerful narrative. After her mother's passing, Angela faced the daunting task of managing the estate amidst grief, uncertainty, and one banker's certainty that her relationship with her siblings would not survive the process. Through transparent communication and a commitment to unity, she navigated the complexities with grace and beat the odds.

Discover the remarkable journey of Angela Rodocker, owner of Silver Resorts, as she navigates the challenges of second-generation family business ownership and uses her enterprise to make a positive impact. This story showcases resilience, entrepreneurial spirit, and the transformative power of purpose-driven leadership.

In this episode of The Axiom Podcast, Tommy Rohrlack and Cameron Earhart take a deep dive into key questions every business owner should be asking. By walking through a few main examples, they provide listeners with practical, impactful, yet simple questions to ask both themselves, and their leadership team, in order to maintain a healthy pulse on their business.

In the latest episode of the Axiom podcast, hosts Shannon Lonergan and Devin Dash engage in a thought-provoking conversation to uncover the "why" behind their work at Axiom. Emphasizing the mission of building purpose-driven businesses, they explore the transformative power of well-run small businesses in positively impacting communities.

In this episode, Shannon and Lukas stress the significance of leaders harmonizing empathy and efficiency for optimal team performance and a positive work culture. They advocate for a clear vision, active listening, and genuine care as essential components, highlighting the paradox that, by fostering empathy, leaders empower employees to overcome daily challenges and excel, ultimately leading to increased efficiency.

There's a lot of options out there for all of us when it comes to efficiency and productivity. But the question we are asking you is are you choosing what is efficient specifically for you as the user? If not, why not and how can we change that?

In the final installation of our team podcast, we are wrapping up this series of conversations with Cameron and Shannon. During this podcast, you'll learn a little more about the heart behind why both Cameron and Shannon chose to listen to the calling God placed on them, and use their gifts at Axiom.

Continuing the conversation from two weeks ago, we are diving deeper in the backgrounds of our team members, what brought them to Axiom and how each one of them plays a critical role here at Axiom. If you have never met one of our team members, we hope that this series serves as a good introduction. If we have been fortunate enough to meet, we hope this episode will feel like a long-overdue conversation of catching up! Lukas Oest talks about his time as a foreign exchange student from Germany, coming to Sarasota as a 16-year-old! Joey Brannon discusses why he pivoted from CPA work to consulting, and how Axiom has become what it is today.

In the first episode of a 3 part series, our host Shannon Lonergan is joined by the entire Axiom team for a fun full-team podcast where we dive a little deeper into our team members and learn more about ourselves personally and professionally. Shoutout to Baysound Studios for providing their studio space for this seven-person podcast. This week, you'll hear from Carrie Luster, our team's Firm Administrator (or chaos coordinator), Devin Dash, and Tommy Rohrlack, two of our Senior Consultants.

This week's episode of The Axiom Podcast discusses viewing business as a ministry by focusing on serving customers. Successful businesses are those that identify and meet their customers' needs. Tune in to learn more about how you can lead a business as a ministry.

Lukas Oest, our newest team member, makes his debut on The Axiom Podcast, where he joins Shannon Lonergan to talk about Axiom's four core values: care, truth, diligence, and learning. In this episode, we uncover the importance of having core values and how they are applied in a business setting.

In this episode of The Axiom Podcast, Shannon and Joey discuss the difficulties and advantages of delegating tasks as a leader and offer practical advice on improving delegation skills. The conversation starts with why delegation is challenging for high achievers. It is difficult to relinquish control of tasks, but it will bear much fruit for the leader and team members involved. Joey explains delegation involves a trade-off because explaining tasks and training others to handle them takes time. Nevertheless, empowering others to take over responsibilities can save leaders time in the long run.

Good leadership starts from within. It's about serving your team, empowering them, and living the values you want them to embody. Listen to our newest podcast episode now and embark on your journey towards effective servant leadership.

Drawing insights from Joey's book, "Grow with Purpose," this podcast discussion centered around the importance of leaders being accountable to their teams and fostering a culture of accountability.

In our latest podcast, we dive into the world of creating and executing quarterly priorities. Join us as we explore the benefits of this strategic planning method and how it differs from regular tasks. Quarterly priorities allow you to step back and plan for the next 90 days, enabling you to focus on the big things you want to accomplish - the framework being the popular OKR (Objectives and Key Results) method. At Axiom, we understand the power of quarterly priorities and how they contribute to successful leadership teams. However, we also recognize the importance of allocating dedicated time for quarterly meetings. Tune into our podcast to learn more about this game-changing approach and how to stay accountable to your goals!

Coming out of our 3 part series on the idea of “No Bad Teams” (listen to part 1-3 wherever you listen to podcasts!), we wanted to share some statistics from our pre Lunch + Learn survey that we sent out to both of the groups that we presented to. The numbers we talk about in this podcast are coming from 39 different businesses across the Southwest Florida region, with the goal of shedding light on the fact that nobody is immune to struggling with their team and or leadership.

Tune into the third and final episode on the topic of No Bad Teams, where we're joined by Cameron Earhart of the Axiom Team discussing the importance of creating and maintaining values for your business.We'll walk through what, how, and why you need these values to truly cultivate the business and team members that you've been hoping for.

In this week's episode, Shannon + Joey continue diving into the idea of No Bad Teams, specifically going deeper on the idea of where good teams come from. Starting with the idea of extreme ownership, and then ending with learning how to empower your team so that you can step into the leadership role that you're meant to have, this week's episode will leave you excited and ready to move towards creating solutions and taking responsibility for your team's shortcomings.

What does it mean to have no bad teams? Seems like quite the polarizing statement. In this engaging discussion, Devin and Shannon dive into the meaning behind our statement of “No Bad Teams” and our take on empowering leaders to take Extreme Ownership over everything they have their hands on in their business. We talk about the costs associated with bad teams, give some well known household examples of bad teams, and at the end we remind our listeners that the best way to move forward is to truly lead by example and take that approach of Extreme Ownership and really own your business. Don't forget to come back next week as we dive into part 2 of this discussion and talk about where do bad teams actually come from.

When hiring an “A” player, we are not just focused on one thing about the candidate - instead, we are focused on multiple things, making sure to ask pointed questions to get to know the candidate. Hiring a culture fit matters, and asking questions to learn the candidate's experience and competency is also important.Our suggestion to you - be sure to take the time to ask the hard questions and use the tools and resources that are available to you through many channels to be able to dig deeper in confirming that the candidate is in fact, an “A” player.

Hiring an “A” player means that you are choosing to hire for culture and character over hiring for a need to fill a role. At Axiom, not only do we teach other businesses how to hire for longevity, but we also follow this proven process when hiring for our internal team. Tune into our most recent episode, where we talk about hiring “A” players by having a candid conversation with Devin and our newest consultant, Shannon.

What does it look like to turn over the keys to a company's culture?We work with a lot of 2nd and 3rd generation family businesses, and most of them do a pretty good job of paying attention to how stock will be transferred for estate and trust taxes, how the org chart needs to be adjusted for new roles and responsibilities…even the schedule of future monthly or quarterly meetings that Gen 1 and Gen 2 will have together to smooth over any bumps in the road after the announcement.But precious few pay as much attention to making sure the culture stays robust and healthy through the change.

Thomas Hlohinek (pronounced Low-he-nik) is the founder of Rise Financial Partners and also serves as the Executive Director of the Manasota Christian Community Foundation.

We all understand when parents want to hire their adult kids to work alongside them in the business. What parent wouldn't want that opportunity? But sometimes mom and dad can unwittingly set the stage for failure before Gen 2 has a chance to earn their first pay check.In this episode of The Axiom Podcast, Joey and Devin discuss the best way to bring Gen 2 into the business and how it can be a significant competitive and cultural advantage, rather than a distraction or worse, a toxic blow to the culture.

Working with family can be one of the most rewarding and yet frustrating experiences, especially when it comes to older and younger generations working in the same business. In this episode, Joey and Devin talk about setting boundaries and how business owners can help their children working in the business understand what is most important and what can be put on the back burner.Links to things mentioned in this episode:Boundaries for Leaders by Henry Cloud PDF of Axioms Illustrative One Page Plan TemplateJohn Mellencamp Essentials Playlist

When it comes to passing the business on to the second generation, many parents struggle to let go. In this episode, Joey and Devin discuss:1) Common scenarios that come up in the transition.2) How the state of vision affects a transition from one leader to another.3) The importance of the “hand off” and what the baton of leadership really means.Links mentioned in this episode:Tim Ferris podcast: https://tim.blog/podcast/White Horse Inn podcast: https://whitehorseinn.org/how-to-listen/

“There's something different about her!” This week's episode with world-class trainer Jaime Marco is a fun one. Discover new insights on leadership, sales and customer experience with one of the most infectious people I know.

Delegating tasks is one thing. Delegating decisions is a little harder. How do you delegate something that happens inside your head?In this episode, Joey and Cameron dive into developing leaders who can think in ways to accomplish what is important to you and them.

Many parents wonder whether turning over the keys to the business will put their retirement in jeopardy. In this episode, Joey and Cameron layout the reasons why just having the second gen work in different areas of the business is probably NOT the best way to determine if they are ready.

“I want people to have a dignified retirement!” That is the heart of John McGuire and in this episode he breaks down how ESOP's can help small businesses with employee engagement, succession, tax savings and a host of other things that keep business owners up at night.The episode is packed with useful information that all business owners should have. Here are some links to resources mentioned in the episode, but by far the most important is John's contact information.John McGuire LinkedIn profile The Main Street Employee Ownership Act summary The ESOP AssociationThe National Center for Employee Ownership Contribution of S ESOPs to participants' retirement security and employee-owner benefits Ernst and Young report