Breakfast Leadership

Exiting Tech Businesses: Insights from Draven Draven, a seasoned tech entrepreneur, joined Michael to discuss his journey of building and successfully exiting two tech companies. The first was a software development agency that he scaled organically, and the second was a field service management business sold to a billion-dollar private equity group in July 2024. Draven shared valuable lessons on how taking outside investment impacts exit strategies, stressing the importance of market timing, investor expectations, and strategic foresight. Resilience and Entrepreneurial Growth Draven opened up about his early life challenges, including being homeless at 18, and how those experiences shaped his mindset. Once something he hid, his story has now become a source of strength, teaching him resilience and empathy. Michael pointed out that Draven's grounded approach to entrepreneurship reflects a focus on survival and practical outcomes rather than distractions. Draven shared how his mindset evolved from surviving to thriving—seeking growth and purpose beyond financial goals. Journey to Personal Resilience Michael reflected on his own experiences of overcoming adversity, including a near-fatal heart attack and financial setbacks. These moments reinforced the importance of resilience and personal evolution. Both Michael and Draven agreed that while financial success matters, the deeper reward comes from self-development, expanding one's potential, and learning through change. They discussed how continuous adaptation of tools, strategies, and mindsets is crucial for navigating both business and life's transitions. Klipboard.io's Field Service Management Focus Draven shared insights into his company Klipboard.io, which was acquired by Carriage Commercial Systems in July 2024 and rebranded globally. Klipboard.io specializes in field service management software that empowers technicians in plumbing, HVAC, and fire equipment industries through digital tools for operations, quoting, scheduling, job management, invoicing, and accounting. Michael connected this to his own consulting experiences, emphasizing the importance of technology that simplifies processes instead of complicating them. Draven agreed, underscoring how meaningful it feels to deliver solutions that make technicians' work more efficient and rewarding. Benefits of Field Service Software Together, Michael and Draven explored how Klipboard.io's platform helps field service teams streamline workflows and reduce operational bottlenecks. By automating manual processes, businesses can increase their capacity and focus on serving clients. Draven noted that many service companies still lack modern digital systems, making tailored solutions essential for improving productivity and profitability. Both emphasized the power of listening to users and designing around their real-world needs for stronger adoption and measurable results. Collaboration and Feedback in Leadership Draven and Michael closed the conversation by discussing leadership, collaboration, and the importance of feedback in building great products and organizations. They highlighted that simplifying processes, including diverse perspectives, and inviting constructive input lead to better outcomes. Draven shared that surrounding himself with knowledgeable, thoughtful people has been key to his growth as both a leader and entrepreneur. Connect with Draven Listeners can connect with Draven via his LinkedIn profile or his personal website. Learn more about Klipboard.io's field service management solutions at klipboard.io.

Overview In this episode of the Breakfast Leadership Show, Michael Levitt welcomes Henry Yoshida, founder and CEO of Rocket Dollar, for a deep dive into how technology is reshaping investment accessibility. Together, they explore how average Americans can take control of their financial futures through self-directed IRAs and alternative asset investing. Empowering Diversified Investment Access Henry Yoshida opened the conversation by outlining the sharp decline in publicly traded companies—from roughly 16,000 to around 4,000 over the last century. He explained that a small group of leading firms in the S&P 500 now drive the majority of market returns. This imbalance inspired him to create Rocket Dollar, a platform designed to help investors diversify into non-correlated assets such as real estate. Interestingly, the company's name came from his six-year-old daughter, representing the idea that investors can “go further” with their money. Enhancing Investment Accessibility Through Technology Michael and Henry discussed the evolution of financial markets and the crucial role technology plays in improving access to alternative investments. While the stock market has historically trended upward, Henry emphasized that returns depend heavily on timing. He shared how Rocket Dollar uses technology to simplify complex investment processes, giving everyday investors access to opportunities once reserved for institutions. Real Estate Investment Opportunities Michael turned the discussion toward real estate, describing it as one of the most tangible and stable investment opportunities. He noted how modern platforms like Rocket Dollar make it easier to participate without the traditional headaches of property management. Henry agreed, highlighting that real estate investing can provide not only financial returns but also personal satisfaction and control. Self-Directed IRA Real Estate Investing Henry explained the advantages of self-directed IRAs in allowing investors to use retirement funds for local real estate ventures. Unlike the abstract nature of public markets, this approach connects investors directly with their communities and properties. He pointed out that the ability to personally inspect and enhance properties provides a deeper level of engagement and understanding. Investments and Community Belonging Michael and Henry explored how investments can build stronger local economies. They discussed Austin's growth as an example of how local investments can benefit both residents and investors. Michael emphasized that meaningful investments don't just generate profit—they foster a sense of belonging and collective progress. Local Investment Strategies for Retirement Henry described Rocket Dollar as a bridge between traditional retirement savings and local investment opportunities. By investing in local startups or real estate, individuals can strengthen their communities while diversifying their portfolios. Michael underscored the mutual benefit of this model, which supports small businesses and generates sustainable growth within neighborhoods. Private Investment Opportunities and Trends Wrapping up the conversation, Henry and Michael discussed the growing shift from public to private investments. Henry highlighted the potential for investors to tap into emerging opportunities in private companies such as OpenAI and SpaceX, leveraging their existing retirement funds through Rocket Dollar's platform. Michael encouraged listeners to explore diversification, think locally, and take advantage of new investment pathways that align personal wealth-building with community impact. Connect with Henry Yoshida: Visit RocketDollar.com to learn more about self-directed IRAs and alternative investments. Listen to more episodes and insights at: BreakfastLeadership.com/blog   Henry Yoshida, CFP® CEO & Co-Founder, Rocket Dollar | SVP, Retired.com Henry Yoshida is a financial innovator who's reshaping how Americans invest for their future. As the CEO and Co-Founder of Rocket Dollar, Henry empowers everyday investors to take control of their retirement savings through self-directed IRAs and Solo 401(k)s that unlock access to real estate, startups, and alternative assets traditionally reserved for the wealthy. Before launching Rocket Dollar, Henry founded Honest Dollar, a robo-advisor retirement platform backed by venture capital and later acquired by Goldman Sachs, and MY Group LLC, which was acquired by Captrust. His decade at Merrill Lynch built the foundation for his mission to democratize wealth-building through smarter, tax-advantaged investing. A Certified Financial Planner with an MBA from Cornell University and a degree from The University of Texas at Austin, Henry blends Wall Street expertise with a visionary approach to fintech innovation. His work has been featured across leading media platforms for its impact on the future of retirement investing. When he's not helping investors rethink what's possible with their money, Henry enjoys life in Austin with his two daughters. Signature Topics: – Tax-Advantaged Wealth Building – The Future of Retirement Investing – Real Assets in Retirement Portfolios – Democratizing Alternative Investments Learn more: rocketdollar.com/podcast | LinkedIn: Henry Yoshida  

Episode Title:  Episode Summary: In this episode, Michael welcomes Megan Bennett, a 23-year veteran in public relations, to discuss how authentic storytelling continues to outperform traditional advertising and paid promotions. Megan shares insights from her boutique agency's work across the wellness, beauty, health, lifestyle, and technology sectors. Together, they explore why PR remains one of the most authentic and trusted marketing methods in today's media landscape. Podcast Growth and PR Strategies Michael reflects on the evolution and growth of the Breakfast Leadership Show, discussing ways to further impact his audience. Megan explains her approach to uncovering compelling brand narratives and unique angles that resonate with media outlets. The two agree that the secret to great PR lies in finding the deeper story that differentiates a brand and connects emotionally with its audience. Crafting Effective PR Pitches Megan shares actionable strategies for crafting standout pitches in a crowded media space. She emphasizes the need to go beyond generic press releases and to develop unique, intriguing storylines that invite curiosity. Michael and Megan discuss how these approaches can lead to broader media coverage and syndication, helping brands gain meaningful visibility. PR Lessons from the Pandemic Reflecting on the challenges of the COVID-19 era, Megan explains how her virtual PR agency adapted to rapid change by offering flexible contracts and reduced fees. Despite global uncertainty, she saw increased demand from consumer product and wellness clients who were pivoting to meet home-based needs. Michael and Megan highlight the power of adaptability, creativity, and resilience in maintaining business continuity during crises. Remote Work and Productivity Insights The conversation turns to remote work culture. Megan shares her experience managing growing workloads in a virtual environment, while Michael notes that many businesses underestimated the productivity of remote teams. They discuss how some companies thrived by anticipating market rebounds, underscoring the value of strategic foresight and maintaining momentum during challenging times. AI's Role in PR and Media Relations Michael and Megan explore how artificial intelligence is reshaping public relations. Megan discusses using tools like ChatGPT to assist with research, brainstorming, and media contact discovery. Both emphasize that while AI can enhance efficiency, it cannot replace the human relationships and intuition that define great PR. They agree that integrating AI thoughtfully can amplify storytelling while preserving authenticity. Key Takeaway: Authentic PR is not just about getting attention; it's about telling stories that matter. By combining traditional relationship-driven strategies with emerging technologies, brands can navigate today's complex media environment with integrity, creativity, and impact. Learn more at: BreakfastLeadership.com Listen to more episodes: The Breakfast Leadership Show Podcast Related reads: Workplace Culture and Burnout Proof   Megan Bennett is the CEO of national boutique PR agency Light Years Ahead dedicated to helping businesses, especially small entrepreneurs, build their images, often from scratch. Megan is known in the industry as a fearless and relentless champion of her clients, one who catapulted a small Kansas City company to a quarter-million-dollar upswing in sales after getting them featured on foodandwine.com.  But that's just the tip of the iceberg!  She has plenty of similar stories to tell, but best of all, she's here to provide your listeners with plenty of insights and actionable tips to use now, even if they can't afford to hire an outside PR company.

Episode Summary: Culture misalignment is one of the most overlooked threats to organizational performance. In this episode, we explore how a disconnect between your values and day-to-day practices can quietly undermine productivity, engagement, and overall well-being. Drawing on "Workplace Culture" by Michael D. Levitt, we identify the most common early warning signs of misalignment and share practical strategies to course-correct before it becomes a crisis.

Donovan's Background and the Birth of Ethos Benefits Michael introduces Donovan Ryckis, CEO and founder of Ethos Benefits, a firm redefining how healthcare consulting is done. Donovan shares his journey from working as a fiduciary securities advisor in the financial services industry to launching Ethos Benefits. His shift to healthcare began when he helped a client navigate a 37% increase in premiums without cutting benefits. That experience revealed deep flaws in the traditional healthcare model and inspired his mission to bring fiduciary accountability and transparency to employer-sponsored health plans. The Problem with Traditional Healthcare Brokers Around the eight-minute mark, Donovan explains how most healthcare brokers operate within a commission-based system that rewards them for selling specific insurance plans, not for finding what's best for their clients. He points out that many brokers rely on a one-size-fits-all model, favoring the interests of large carriers over those of employers and employees. This lack of fiduciary responsibility often results in organizations overpaying for healthcare, while employees shoulder higher costs with fewer benefits. How Ethos Benefits Does It Differently At thirteen minutes, the conversation turns to Ethos Benefits' unique approach. Donovan describes how his firm acts as a true fiduciary, aligning its interests directly with each client. Instead of pushing prepackaged plans, Ethos takes time to understand the specific needs and goals of each employer. They often create internal benefits committees to ensure that decision-making is collaborative and data-driven. Their goal is to help organizations control costs while maintaining, or even improving, the quality of care their teams receive. Practical Advice for Employers At the twenty-two-minute mark, Donovan shares practical steps for employers who want to regain control over their healthcare spend. He encourages companies to regularly review their plans and claims data rather than defaulting to automatic renewals. Employers should study premium trends, identify cost drivers, and be open to exploring nontraditional or independent solutions outside the major carriers. By adopting a more proactive and fiduciary-based mindset, businesses can achieve significant savings without sacrificing benefits or employee well-being. Closing Thoughts and Resources As the conversation wraps up, Donovan invites listeners to visit Ethos Benefits' website and watch the documentary “It's Not Personal, It's Just Health Care.” The film dives deeper into the systemic challenges within the healthcare industry and showcases how Ethos Benefits is helping employers bring transparency, accountability, and affordability back into employee health plans. Michael closes the episode by commending Donovan's leadership and mission to make healthcare work for people, not profits.   Donovan Ryckis, an accidental healthcare advocate, left the securities industry after saving a client 40% on healthcare costs. He now helps employers control healthcare costs by aligning interests, disclosing financial data, and removing conflicts of interest inherent in the brokerage insurance sales model. He believes that employers can control healthcare costs and aims to inform employers who cover 183 million Americans. http://linkedin.com/in/donovanryckis Website:  https://ethosbenefits.com/ Documentary:  https://ethosbenefits.com/documentary/    

Drew and Michael challenge the traditional view of sales as pushy or manipulative. They explore how sales can instead be an act of service, helping others find solutions that genuinely meet their needs. The discussion centers on shifting the mindset from “closing deals” to “opening opportunities,” where empathy, understanding, and authentic connection replace pressure and persuasion. The Connection Between Sales and Leadership Around the ten-minute mark, the conversation moves into the relationship between sales skills and effective leadership. While selling and leading are not the same, the two share essential traits: communication, empathy, and influence. Drew and Michael highlight how great leaders naturally “sell” their vision, inspiring buy-in, creating alignment, and motivating their teams to move forward with purpose. They emphasize that leadership without empathy or clarity often fails to connect, just as sales without listening fails to serve. Drew's Personal Story: When Sales Skills Became Life Skills At the fourteen-minute mark, Drew shares a powerful personal story involving a traumatic experience with his infant son. He explains how the very skills he developed in sales, such as listening, empathy, and communication, helped him support his wife and family through an emotionally difficult period. His story illustrates how professional abilities can translate into human connection and resilience, showing that the best “salespeople” are those who know how to serve others deeply and compassionately. Recap and Next Steps As the conversation wraps up, Michael thanks Drew for his openness and insight. Together, they reflect on how reframing sales as service brings humanity back into business and into leadership. Website:  https://theeverydayleader.co/ Podcast:  https://podcasts.apple.com/us/podcast/the-everyday-leader-authentic-leadership/id1775251882    

Gen Z Leadership and Community with Christy Pretzinger In this episode, Michael sits down with Christy Pretzinger, a 20-year business owner and content strategy expert for healthcare organizations, to explore her latest venture, the Better Leader Project. This initiative is designed to create intimate communities where Gen Z leaders can practice essential leadership skills. Christy emphasizes the value of authenticity, connection, and community in the workplace, noting that younger generations want to bring their whole selves to work. Michael echoes these insights by sharing how one of his most connected and collaborative teams thrived, even when they were one of the lowest-paid departments. Together, they discuss how organizations can prioritize meaningful communities that keep employees engaged and valued. Enhancing Team Well-being Through Check-ins Michael reflects on reshaping team meetings to prioritize well-being and resource sharing. Christy explains her organization's use of one-word check-ins and guided meditation to foster presence and connection. Both highlight how intentional check-ins can uncover challenges, support team members, and build stronger trust within the workplace. Workplace Connection and Leadership Challenges The conversation explores how community and connection influence belonging and well-being at work. Michael and Christy examine how remote work has shifted dynamics since COVID-19, pointing out the need for leaders to be deliberate in fostering positive relationships. Michael discusses the balancing act of leading with both efficiency and kindness, while Christy highlights the importance of vulnerability and open dialogue to bridge misunderstandings. They acknowledge that leadership is complex, requiring constant feedback and learning. Emotional Regulation in Professional Settings Michael and Christy dive into the critical skill of emotional regulation. Michael stresses the difference between reacting and responding, while Christy highlights the power of pausing before speaking. They connect these practices to emotional intelligence and intentional decision-making, showing how leaders can better navigate workplace challenges. Building Emotional and Integrity Skills The discussion shifts to building emotional quotient (EQ) and beyond EQ (BQ) skills. Christy explains that BQ involves conscious integrity—making choices aligned with values and avoiding impulsive reactions that could cause regret. Michael and Christy agree that these skills are universal and essential for personal and professional growth, with Michael reflecting on his own commitment to continuous learning. Emotional Management in Professional Communications To close, Michael and Christy share strategies for handling emotions in professional communications, from pausing before responding to leveraging AI tools to streamline decision-making. Christy shares her ongoing work in conflict resolution and leadership development through her website and LinkedIn, while Michael expresses gratitude for her contributions to creating healthier workplace cultures. BIO Christy Pretzinger transformed the landscape of healthcare content creation and, along the way, transformed what it's like to work at a growing agency. As the owner and CEO of WG Content, Christy has established an industry-leading company that delivers superior content and strategy to healthcare brands nationwide. How did she do it? She intentionally focused on building the business based on kindness. And that approach has proven to be good for people and the bottom line. Over time, Christy discovered her true calling: to create a workplace that nurtures personal and professional growth — and help other leaders do the same. She's a popular guest speaker for events and podcasts, always ready to guide audiences on how to grow leaders and build inclusive workplaces. She's been featured on numerous podcasts, including From Founder to CEO, Her Million Dollar My$tery, Lead Like a Woman and Smart Business Revolution. See for yourself how Christy is reinventing how businesses evaluate effective leadership, how employees can contribute to success and how everyone can win — if you start with kindness. Website: https://wgcontent.com/  LinkedIn: linkedin.com/in/christypretzinger

Bio Info Jarrod Lopiccolo transforms brands through creative digital performance marketing with a strong architectural background. A veteran of 40+ podcasts and 100+ speaking engagements across North America and Europe, he delivers actionable insights for audiences to implement immediately. As CoFounder and CEO of Noble Studios, Jarrod has built an international agency serving Adobe, Google, and Disney while being recognized by Inc. Magazine and Ad Age. His expertise in digital marketing strategy, leadership development, and sustainable tourism makes him ideal for shows targeting CMOs, leaders, and founders. Audiences appreciate his engaging stories, from global business building to adventures like Everest Base Camp, that illustrate practical frameworks for driving revenue and team performance. Jarrod provides strategies for optimizing business growth, building high-performing teams, and creating principle-led cultures in today's digital economy.

Struggling with costs in your healthcare organization? Reach out to Michael.  Click Here for more info Episode Summary In this inspiring conversation, Michael Levitt welcomes Ciara, founder of Eventist, a leading SaaS company that revolutionized ticketing for dance competitions. What began as a side project for a friend turned into a thriving event management platform serving studios, festivals, and large-scale competitions. Ciara's story is a testament to resilience, innovation, and the power of solving real problems through technology. Building a SaaS Business from Scratch After losing her job, Ciara chose to create something new. What started as a personal favor evolved into a full-fledged software company addressing a gap in the dance competition industry. Michael commends her for transforming a career setback into a successful entrepreneurial journey. Together, they explore how identifying underserved markets can lead to sustainable business growth. Aligning Developers with Industry Experts Michael and Ciara dive into the challenge of bridging the gap between developers and industry specialists. They discuss how effective requirement gathering and clear communication lead to better, more intuitive software, especially in niche markets like event ticketing. Ciara shares how this alignment allowed her team to build solutions that meet real user needs rather than assumptions. Designing for User Experience, Not Just Features Feature requests can pile up fast, but Ciara knows that usability matters most. She and Michael examine why prioritizing user experience is critical, even if it means saying “no” to certain requests. Drawing parallels to healthcare and other sectors, Michael explains how miscommunication between end users and designers can lead to frustration, while Ciara highlights the importance of serving the majority of users who rely on core functions every day. Turning Customer Feedback into Action Listening to customers does not mean building everything they ask for. Ciara explains how her team implemented a feature voting system, giving users a transparent way to influence the product roadmap. Michael suggests that reaching out to clarify feedback can turn casual users into loyal advocates, showing that thoughtful communication fosters trust and retention. The AI Bubble and Software Evolution Michael and Ciara discuss the similarities between today's AI boom and the early 2000s dot-com era. While AI offers immense potential, Michael notes that many tools being created today will not stand the test of time. The future belongs to products that solve real problems with precision, human oversight, and authentic value. Building a Foundation for Scalability Ciara credits Eventist's adaptability to a strong infrastructure developed over three years. This solid foundation allowed her team to expand into studio management and festival scheduling without rebuilding from scratch. Michael praises this long-term mindset, explaining that scalable success depends on a stable architecture, not shortcuts. Database Discipline and Developer Sanity Ciara shares a golden rule for developers: stabilize your database schema before launch. Her six-month schema freeze policy helps avoid late-night emergencies and production chaos. Michael highlights how this disciplined approach prevents cascading issues and builds user confidence in the reliability of a system. Eventist: Empowering the Dance and Event Industry In closing, Ciara discusses how Eventist empowers dance studios and event organizers with transparent pricing that includes free ticketing software with a flat 25-cent fee per ticket and a 1.9 percent fee for studio tools. Listeners can explore more about her work and updates through Eventist.ca to learn about Ciara's software. Explore workplace and leadership insights at BreakfastLeadership.com/blog. Listen to more episodes of the Breakfast Leadership Show, ranked in the Top 2 percent of global podcasts by ListenNotes.

Niko's Entrepreneurial and Trading Journey Niko shared his entrepreneurial journey, starting with his mother's antique and jewelry store after his father's death, which inspired his interest in business. He worked in sales and marketing before opening his own call center that grew to 150 employees and $12 million in revenue. After becoming bored with the call center business, Niko pursued day trading and eventually crypto trading, starting with a $30,000 investment in Online Trading Academy and later exploring crypto futures markets with up to 100x leverage. Crypto Coach's Journey to Success Niko shared his journey of transitioning from trading to creating the Crypto Renegades, a coaching program that grew from a Facebook group to a mastermind of 6,000 members. Michael praised Niko's tenacity and resilience, drawing parallels between his early experiences helping his mother in an antique store and his later success in crypto trading and entrepreneurship. They discussed the importance of education and self-improvement in investing and business, with Michael emphasizing the accessibility of opportunities in the digital age. Entrepreneurship and Personal Growth Challenges Michael and Niko discussed the challenges of entrepreneurship and personal growth. They explored the importance of following one's passion and being willing to change and adapt to achieve success. Niko shared his experience of turning down lucrative job offers to pursue his own business, prioritizing autonomy and long-term growth over immediate financial gain. They also touched on how close relationships can sometimes hinder personal and professional development, as loved ones may resist change or feel threatened by success. Challenges of Achieving Success Niko and Michael discussed the challenges of achieving success, with Niko highlighting the hard work required to be among the one percent who achieve certain goals like visible abs or strong relationships. Michael shared an example from Australia about Tall Poppy Syndrome, where people are discouraged from standing out, and emphasized that success often involves long hours and overcoming self-doubt. They agreed that personal growth and discomfort are necessary for achieving significant goals, with Michael referencing Jim Rohn's advice about acting like a millionaire to become one. Prioritizing Growth Over Passive Entertainment Michael and Niko discussed the importance of prioritizing personal and professional growth over passive entertainment like streaming services, emphasizing the need to align daily habits with long-term goals. They highlighted the significance of defining one's ideal future and taking actionable steps to achieve it, despite challenges. Michael and Niko also addressed the topic of entering the cryptocurrency space, emphasizing the importance of a solid mindset and encouraging individuals to educate themselves and make informed decisions based on their personal financial situations. Crypto Investment Strategy and Risk Niko discussed the importance of understanding risk tolerance and financial stability before investing in cryptocurrency. He emphasized that individuals should have a solid financial foundation and extra income before considering crypto investments. Niko also shared his personal investment strategy, allocating about 20-25% of his investable cash to crypto, with the rest in real estate. Michael agreed with Niko's approach and suggested that listeners read Robert Kiyosaki's books for more financial education. Social Media Podcast Promotion Plan Niko shared his social media presence and offered to provide his audience with free access to a live trading webinar and a previously sold training course worth $997 by mentioning the podcast on Instagram. https://www.instagram.com/nikomercuris/?hl=en. DM PODCAST

Entrepreneurship Challenges and Solutions Michael and Catherine discussed the challenges new entrepreneurs face, particularly regarding funding and business structure. They emphasized the importance of starting with a solid foundation, rather than trying to acquire everything upfront. Catherine highlighted the value of finding a mentor or coach to guide entrepreneurs through the process and help avoid costly mistakes. Both agreed that proper planning and seeking professional advice can save money and increase the likelihood of success. Business Structuring for Capital Access Michael and Catherine discussed the importance of proper business structuring and preparation for accessing capital funding. Catherine emphasized the role of existing relationships, such as with banks, and suggested exploring SBA options and grants. She advised entrepreneurs to ensure they are well-prepared before approaching funding opportunities, highlighting the common mistake of rushing into an LLC without proper planning. Establishing Legitimate Business Structures Catherine emphasized the importance of establishing a legitimate business structure to attract funding, advising entrepreneurs to obtain a physical or virtual business address, a business phone number, and a professional email domain. She highlighted the need for a business bank account and suggested using platforms like Grasshopper, RingCentral, and GoDaddy to create a professional appearance. Michael agreed, noting that presenting a legitimate business is crucial when seeking capital, as investors need to see a structured and credible operation. Entrepreneurship Transition Program Launch Catherine discussed her motivation for launching a program to help people transition from employment to entrepreneurship, particularly in light of increasing layoffs and economic challenges. She drew from her experience coaching tax professionals on business management principles, realizing these concepts could benefit a wider audience seeking to start their own ventures. The program aims to guide individuals through the steps from concept to company formation, offering support and honest feedback to help mitigate self-doubt and improve the likelihood of success. Concept2Company: Entrepreneurial Growth Strategies Catherine and Michael discussed the importance of the Concept2Company program, which helps aspiring entrepreneurs structure and grow their businesses. They emphasized that the program provides valuable strategies for making money, automating processes, and securing funding, even for side hustles. Michael highlighted the program's benefits for both new and existing businesses, suggesting it could help entrepreneurs avoid common mistakes and potentially become mentors themselves. Catherine shared her personal experience as an entrepreneur, emphasizing the program's practical approach and the importance of pursuing entrepreneurial ideas. Free Million-Dollar Brand Guide Catherine shared her million-dollar brand guide, offering it for free to listeners who DM her on Instagram with the word "company." She encouraged people to connect with her on social media using the handle ConnectWithMsCat Catherine Mitchell is a business strategist, entrepreneur, and co-host of Both Sides of the Check podcast. As founder of Ms Cat Consulting and creator of the Concept2Company program, she helps entrepreneurs move beyond the hustle and become funding-ready business owners. With over a decade of experience — including building her own tax software company — Catherine has guided hundreds of entrepreneurs to boost revenue and streamline operations. Known for her tough-love accountability and step-by-step blueprints, she delivers results that stick. Her unique methodology brings together legal structure, funding prep, client acquisition systems, and operational frameworks, giving founders the complete business architecture they need to scale confidently. Instagram:  https://www.instagram.com/mscatconsulting  

Agile Leadership Development Strategies with Jimmy In this episode, I sat down with Jimmy, a leadership consultant who has spent the past 7–8 years transforming frustrated managers into confident, strategic leaders. Jimmy explained that the leadership challenges many organizations face today aren't because of individual shortcomings, but rather a lack of meaningful leadership development investment at the enterprise level over the past 25 years. Instead of relying on outdated training methods, Jimmy champions agile and adaptable strategies that meet leaders where they are and equip them for a volatile business environment. Why Traditional Leadership Development Isn't Working We discussed how leadership development often gets cut during tough economic times, despite companies spending over $160 billion annually on programs that fail to move the needle. Jimmy shared that more than 72% of these initiatives don't change behaviors or outcomes, while nearly half of leaders admit they don't trust leadership at all. I reflected on how fatigue and personal demands add to this challenge, making it difficult for managers to fully engage with leadership training. A Practical Framework for Change Jimmy broke down his 4C framework — designed to shift beliefs and behaviors rather than just deliver more content. His approach focuses on practical applications, like improving one-on-one conversations and learning how to navigate tough discussions. Unlike most training sessions that end when the slides are closed, Jimmy's program provides three months of ongoing support to help leaders build new habits and embed them into their daily practice. Conversations Over Slide Decks We compared the effectiveness of traditional presentations versus direct conversations in leadership settings. I shared my preference for meaningful discussions over slide decks, which too often leave leaders disengaged. Both of us agreed that systems — whether in leadership, daily life, or personal wellbeing — play a critical role in creating consistency and adaptability. Aligning Leaders and Teams I also spoke about the importance of emotional awareness and alignment between leaders and teams. When goals and expectations aren't clear, it's like rowing a boat with everyone paddling in different directions — lots of effort, very little progress. Jimmy echoed this point, highlighting how critical it is to keep teams aligned and engaged. Time, Energy, and Managerial Effectiveness Jimmy addressed a common issue for mid-to-senior level managers: the struggle to manage time and energy effectively. Without a shift in mindset and tools, many plateau in their careers. His strategies include rethinking meeting value, task prioritization, and learning to say no. I connected this to my own experience with burnout, emphasizing how leaders must create environments where saying no is safe and respected. The 80% Capacity List We explored a practical tool Jimmy teaches called the “80% list,” which helps managers identify when they're nearing capacity before burnout sets in. By recognizing warning signs, sharing them with a trusted colleague, and conducting self-audits, leaders can prevent overload. Recovery practices ensure they return to optimal performance when needed. Building Sustainable Leadership Jimmy reinforced the importance of sustainable leadership, noting that many people have been sprinting at full capacity since COVID — what he calls the “cursed window of five years.” Psychometric tools, he explained, help leaders identify their optimal state so they can operate at their best without constantly burning out. I shared a quote from Joan Roan on the simplicity of action versus inaction, reminding listeners that often the difference between growth and stagnation is choosing to act. The Amplify Program We closed with Jimmy's Amplify program at JBLHighPerformance.com. His approach begins with a “verbal dump,” allowing overwhelmed leaders to release mental clutter before layering in tools for self-repair and momentum. It's a practical, supportive path for leaders ready to move from frustration to effectiveness.

Supply Chain Evolution and Insights In this episode, I sit down with operations executive Jared Paget to explore the rapidly changing world of logistics and supply chain management. We reflect on the industry's growth, its increasing sophistication, and the vital role of data in shaping better decisions. Jared brings global experience and practical examples that highlight the challenges and opportunities facing supply chain leaders today. Lessons From the Past and Growth of the Discipline Jared and I discussed the parallels between today's logistics landscape and the dot-com era of the 1990s. I shared my experiences during the rapid rise and fall of many dot-com companies, while Jared reflected on how far supply chain education has come since then. Specialized programs that did not exist when he started are now providing students with strong foundations in supply chain and logistics, helping them enter the field prepared for modern demands. Data, Education, and Integration We explored the growing importance of embedding supply chain and logistics into college curricula, especially with a strong emphasis on data science. Jared compared data analysis to piloting an airplane, explaining that dashboards and metrics are critical tools for navigating complexity. Yet, we both agreed that while data provides insight, it is human judgment that ensures the best decisions are made. Data Analysis in Action Jared and I shared stories from our careers where data revealed crucial insights. I spoke about how analytics exposed hidden inefficiencies in nonprofits and influencer marketing, while Jared shared how reviewing customer order patterns uncovered opportunities for efficiency and growth. Both of us underscored that careful data analysis not only identifies issues but also drives measurable cost savings and smarter strategies. The Role and Rewards of Supply Chain We also touched on the wide-reaching impact of supply chain management. I reflected on my time working for an association that eventually sunsetted, showing how new educational programs reshaped the field. Jared shared how his passion for global cultures drew him to supply chain, and I emphasized the energy of negotiations and the creativity required to solve complex problems. Together, we highlighted how knowledge of supply chain can unlock both career opportunities and strategic advantages. Navigating Modern Challenges Jared and I closed the discussion by addressing today's evolving supply chain landscape. From tariff changes to reshoring conversations, the challenges are significant, but so are the opportunities. Jared stressed the role of data science in helping companies adapt, while we both reinforced the importance of continued education and training for the next generation of supply chain leaders. Jared also shared how listeners can connect with him for further insights. Jared Paget is an operations executive with over 15 years of experience transforming underperforming organizations and driving business growth across multiple continents. From leading Lean turnarounds that reduced backorders from $5 million to $250,000, to launching a greenfield battery assembly plant in Brazil that generated $20 million in revenue within six months, Jared knows how to turn operational challenges into measurable results. In this episode, Jared shares how he tackles adversity, scales businesses, and builds resilient teams through accountability and continuous improvement. With a passion for mentoring the next generation of leaders, his insights blend boardroom strategy with hands-on leadership—giving listeners practical tools for navigating complexity, fostering resilience, and achieving sustainable growth.

In this episode, Michael welcomes Sam Goodner, a technology entrepreneur with deep roots in Switzerland and author of Like Clockwork. Their conversation explores how military principles of discipline, structure, and mission alignment can transform business operations and leadership effectiveness. Military Principles in Business Operations Sam explains how his military background influenced his approach to business, leading him to embed mission focus, accountability, and operational discipline across his organizations. Michael relates these principles to the modern workplace, emphasizing how veterans bring transferable skills like adaptability, teamwork, and strategic focus. Together, they discuss how clear objectives and consistent structure can enhance performance and prevent costly operational breakdowns. Enhancing Employee Onboarding Strategies Sam highlights the value of comprehensive onboarding through a “boot camp” model that ensures new hires align with company values and understand the organization's history, mission, and goals. Drawing from his experience at Catapult Systems, he explains how a 2–4 day onboarding program involving senior leadership created a strong sense of belonging and reduced turnover. Michael reinforces the idea that intentional onboarding fosters loyalty and builds resilient organizational cultures that withstand growth and change. Leadership in the IT Industry Both Sam and Michael share stories from their experiences in the IT industry, reflecting on how strong leadership and people-first cultures drive long-term success. Michael recalls his early experiences at a dot-com startup and the impact of global hiring through the H-1B visa program. Sam adds that one of his greatest rewards has been seeing former employees succeed and maintain lasting friendships—a testament to positive leadership's enduring impact. Customer Service Excellence and the 60 Golden Rules Sam recounts developing the “60 Golden Rules of Customer Service” while leading Catapult Systems. These principles were designed to guide new employees through common challenges and establish high standards across departments. Compiled into a handbook, the rules became a foundational tool for maintaining consistent customer excellence. Sam's book, Like Clockwork, expands on these principles and includes the 60 Golden Rules as an appendix. The book is available on Amazon for readers interested in applying military precision and structured thinking to their own business practices. Closing Reflection: Michael and Sam close the conversation by reaffirming that success in business often depends on discipline, clear communication, and consistent values—principles that remain timeless whether on the battlefield or in the boardroom. Listen to more conversations on leadership, resilience, and organizational excellence at BreakfastLeadership.com/blog.   Like Clockwork: Run Your Business with Swiss Army Precision Ever wish your business could run like a finely tuned Swiss timepiece — predictable, precise, and profitable, even when you're not in the room? In Like Clockwork, serial entrepreneur and former Swiss Army officer Sam Goodner shares the exact systems and strategies that helped him scale multimillion-dollar companies and lead them to lasting success. Drawing on lessons from both the boardroom and the elite Swiss Mountain Grenadiers, Sam shows leaders how to replace chaos with clarity, align teams with purpose, and build processes that keep your business thriving year after year. From operational excellence to leadership discipline, Sam delivers a masterclass in creating organizations that run smoothly, scale effectively, and outlast any single leader's tenure. Sam Goodner is no stranger to high stakes and high performance. As founder of Catapult Systems, he turned it into the world's leading Microsoft Systems Integrator. Later, he helped scale FlashParking into the largest parking technology company globally. A Swiss-American dual citizen, angel investor, and mentor, Sam now dedicates his time to guiding the next generation of entrepreneurs at SamGoodner.com. If you're a business owner, executive, or aspiring leader ready to trade unpredictability for precision, this episode is your blueprint.

In this inspiring episode, Michael welcomes leadership expert, author, and advocate Hacia Atherton to discuss her remarkable journey of reinvention, resilience, and impact. Hacia shares how a profound sense of peace during a 2023 visit led her to relocate from Australia to Florida. Her decision was shaped by speaking engagements, meeting her publisher, falling in love, and listening deeply to her own intuition as she entered a new chapter of life. Through her work with Empowered Women in Trades, she encourages others to embrace transitions with courage and authenticity. From Trauma to Triumph Through Positivity Hacia opens up about the devastating equestrian accident that left her with multiple fractures and nerve damage, and the powerful healing journey that followed. Drawing from positive psychology, she transformed her experience into a mission to help others thrive in their careers and lives. Michael relates through his own health scare, a heart attack at age 40, and they discuss how gratitude, mindset, and resilience can reshape recovery and fuel a renewed purpose. Women in Trades: Breaking Barriers and Building Pathways The conversation dives into Hacia's deep connection to the trades, shaped by her upbringing in a family plumbing business. After a welding accident first introduced her to the field, she realized the potential for women to thrive in these roles. Hacia identifies the barriers many women face entering trades careers and explains her work in bridging the gap between employers and female candidates. Her insights highlight the importance of industry awareness, supportive workplace cultures, and empowering women to step confidently into male-dominated fields. Leadership, Culture, and Hacia's New Book Michael and Hacia explore the themes in her new book, "The Billion Dollar Blind Spot," which examines workplace culture and how it impacts retention, engagement, and overall performance. They discuss what it means to lead with empathy, positivity, and psychological safety, especially within industries where women have historically been underrepresented. Hacia reflects on her personal leadership journey and the importance of cultivating environments where everyone feels valued. The episode also touches on her excitement about experiencing her first Thanksgiving in the United States. Links & Resources Website: https://www.haciaatherton.com/ LinkedIn: https://www.linkedin.com/in/haciaatherton/ Instagram: https://www.instagram.com/hacia.atherton/ YouTube Interview: https://www.youtube.com/watch?v=fFNDhI9g0AY Media features: • RMIT • She's The Boss • The Sydney Morning Herald • The Canberra Times • Steel Blue • Cover Entrepreneur • Women's Agenda • Daily Mail

How can companies make hybrid work seamless, engaging, and stress-free? Michael sits down with Saskia to explore Seatti — a workplace management software designed to help organizations optimize office usage, enhance collaboration, and make hybrid work truly work. Key Topics & Talking Points Hybrid Work Management Software Overview Saskia shared how her company created Seatti, an innovative workplace management platform that helps organizations manage hybrid work environments. Originally built before the pandemic, Seatti addressed early challenges of coordinating office space and desk usage. Over time, it evolved to include social nudging and meetup features that encourage in-person connections and make returning to the office a positive experience. The goal: to improve visibility into office resources, eliminate friction, and make the workday smoother for everyone. Efficient Office Resource Booking System Michael reflected on how efficient workplaces function when spaces are booked in advance, much like reserving a vacation rental. This approach minimizes frustration, breaks down silos, and ensures that rooms and equipment are used purposefully. Together, Michael and Saskia emphasized that a well-organized office experience increases employee satisfaction and motivates people to return to shared spaces. Office Transition and Employee Engagement The conversation turned to the challenges of bringing employees back after extended remote work. Michael and Saskia discussed how physical environments impact culture and engagement. They stressed that a thoughtfully designed office experience can reenergize teams, foster collaboration, and strengthen culture — provided there's a balance between flexibility and structure. Work-Life Balance and Remote Productivity Michael discussed the ethics and realities of working remotely, touching on how flexible workdays often blend personal and professional responsibilities. He underscored the importance of creating fulfilling work experiences where both employee well-being and customer satisfaction are prioritized. The pandemic revealed that when silos are removed and systems are well-designed, productivity and collaboration naturally improve. Flexible Work Models: Challenges and Solutions Michael and Saskia unpacked the mindset shifts needed for organizations to truly embrace flexible work. Saskia noted that fear and outdated managerial habits often slow progress, while Michael warned that rigidity leads to obsolescence. They agreed that younger generations value flexibility over salary, and that trust and training are essential for leaders to manage effectively in a hybrid world. Software Integration and Content Distribution To close, Saskia discussed Seatti's seamless integration into platforms like Microsoft Teams, making hybrid work coordination intuitive and accessible. Michael praised Seatti's approach and confirmed that details about the software would be included in the episode's show notes for listeners interested in exploring the tool. Episode Summary This episode explores the future of hybrid work through technology, culture, and leadership. Michael and Saskia dive into the tools and mindsets shaping how we collaborate, create, and connect in a post-pandemic world. Whether you're an HR leader, facilities manager, or remote-first founder, this conversation offers practical insights on building flexible systems that empower people and optimize performance. Resources Mentioned Learn more about Seatti: https://www.linkedin.com/in/saskia-neuner-1b71a9154/ https://www.linkedin.com/company/seatti/  

The Cybersecurity Landscape in Austin In this episode, Alison Dixon shares insights into the fast-evolving cybersecurity environment in Austin, Texas. She discusses the rising importance of protecting both personal and corporate data amid growing cyber threats, emphasizing the dual challenge of convenience versus protection. Alison and Michael explore how AI complicates the landscape—accelerating innovation but also introducing new vulnerabilities. They underscore the urgent need for smarter, password-free security solutions and thoughtful tech adoption that prioritizes user safety. AI Integration with Intention Michael and Alison explore the importance of deliberate, strategic integration of AI into business operations. They agree that AI should serve genuine business value, not simply act as a marketing add-on. Clear processes and structured systems must precede AI adoption to avoid inefficiencies. Michael points out that transparency in AI systems, such as chatbots identifying themselves and providing human contact options, can significantly enhance customer trust. Both emphasize the need for balance, restraint, and purpose when embracing new technologies. Balancing AI Budgets and Cybersecurity Priorities The conversation turns to the tension between investing in AI and maintaining strong cybersecurity foundations. Alison warns that over-investing in AI while cutting cybersecurity budgets increases the risk of attacks like phishing and ransomware. Michael shares a real-life story about a senior manager's phone hack that illustrates the importance of vigilance and response protocols. Alison reinforces the need for proactive defenses and risk-reduction strategies rather than reactive training. AI Voice Scams and Public Awareness Michael recounts a growing trend of AI-driven voice scams, where criminals mimic loved ones' voices to exploit victims. He shares a case involving an elderly Toronto couple who lost nearly $100,000 to a voice fraud scheme, stressing the importance of using family “safe words” to verify identity. The discussion underscores how easily anyone—public figure or private citizen—can become a target, highlighting the growing sophistication of AI misuse. Human Factors and Preventive Strategies Alison and Michael discuss why human behavior remains the weakest link in cybersecurity. They argue that education alone is insufficient and that organizations should focus on eliminating risk exposure through stronger systems and policies. Practical steps such as multi-factor authentication, unique passwords, and an “assume it's fake” mindset can dramatically reduce vulnerability. Alison notes that leadership accountability and proactive system design are the true foundations of digital safety. The Role of Two-Factor Authentication and Holiday Vigilance In closing, Michael and Alison revisit the vital role of two-factor authentication (2FA). While it adds a few extra seconds to login, they agree it is a small price for peace of mind. They also caution that the holiday season often brings a spike in cyberattacks, as people let their guard down. Their message is clear: cybersecurity is not just about technology—it's about disciplined habits, awareness, and making security a leadership priority. Alison Dixon, the Chief Customer Experience Officer at Portnox, a leading zero trust network access control platform. Alison is at the forefront of shaping how technical, high-stakes industries like cybersecurity can deliver world-class customer experiences. With a background that spans HR, Sales Enablement, and IT, she brings a uniquely holistic view to customer success—balancing strategy, empathy, and execution. At Portnox, she's led the charge in transforming onboarding into a competitive advantage, expanding CX beyond support, and building programs that reduce churn and drive long-term value. LinkedIn:  https://www.linkedin.com/in/alison-dixon-msod/    

In this episode, Michael sits down with Ryann to explore the evolving landscape of marketing and the undeniable rise of video content. Ryann shares her experience working with Fortune 500 companies to produce everything from commercials and documentaries to HR training videos, while Michael highlights the growing demand for dynamic, story-driven content that connects brands with younger audiences. Together, they discuss why video and social media are no longer optional. They are essential. The conversation dives into the challenges businesses face when creating content, especially with limited bandwidth or resources. Ryann explains how her agency, Light Touch Media Group, acts as an extension of in-house teams, delivering both urgent content solutions and long-term strategy. Michael and Ryann also emphasize the importance of carefully vetting marketing providers, avoiding costly missteps, and balancing AI-driven support with the human creativity that fuels authentic storytelling. Michael brings his own perspective, sharing how renegotiating contracts once saved a nonprofit $250,000 in overhead costs. Those funds were redirected into new programs. He also underscores the role of storytelling in business success, from Kmart Australia's detailed brand story to overlooked industries struggling to recruit due to weak branding efforts. This episode is packed with practical insights on adapting to today's video-driven world, outsourcing effectively, and making marketing a top priority even when budgets are tight. lighttouchmg.com Instagram:  https://www.instagram.com/lighttouchmediagroup/ LinkedIn:  https://www.linkedin.com/company/lighttouchmg/posts/?feedView=all Ryann LinkedIn:  https://www.linkedin.com/in/ryann-liebl-488887240/    

AI Startup Funding Models Gerry Hays, a professor of venture capital with 21 years of experience and a history of investing in 75 startups, discussed his work in supporting founders to create AI-focused startups through a grant-based funding model. He explained their "Venture Staking" system, which allows individuals to invest small amounts of money in startups early on, with the potential to earn 10x returns if the company succeeds. Michael shared his experience working in IT during the dot-com era and emphasized the importance of accessible funding for new businesses, highlighting how Gerry's approach provides an alternative to traditional VC funding by building a community of potential investors. Community-Driven Investment Transformations Michael and Gerry discussed the transformative power of community-driven investing, emphasizing its potential to foster genuine interest and engagement in ventures beyond mere financial returns. Michael highlighted how such investments create a sense of belonging and collaboration, comparing it to cheering for a team, while Gerry stressed the future importance of community and networks in startups, contrasting them with easily replicable software. They agreed that early participation in ventures offers significant advantages, including learning opportunities and potential financial gains, as well as the chance to be part of a community that drives innovation and growth. Alternative Investments: Volatility and Returns Michael discussed the high volatility and potential for significant returns in alternative investment platforms, contrasting them with traditional stock markets where 52% of Fortune 500 companies from 2000 have since disappeared. He emphasized the transformative nature of current market shifts and the importance of active engagement in investments, which fosters community and deeper research. Michael highlighted how such platforms encourage users to delve into detailed analysis, unlike the surface-level engagement often seen on social media. AI and Entrepreneurship Growth Strategies Michael and Gerry discussed the value of experience in entrepreneurship and the importance of regular updates to investors for accountability. They highlighted how AI, like previous tools like the internet, can enhance business operations but should be used as a tool rather than a replacement for human expertise. Gerry emphasized the potential for small investments in innovative businesses to grow significantly, citing the rise of no-code tools and AI as enablers of this transformation. Adapting to Startup Challenges Michael and Gerry discussed the importance of adaptability and risk-taking in the startup world, using examples like Pets.com and Comscore Networks to illustrate the challenges and opportunities faced by early-stage companies. Gerry explained the unique features of Dorio.com, a platform that allows non-accredited investors to test the waters and gain insights into startups before making larger investments. They emphasized the value of calculated risk-taking and the platform's ability to make venture capital more accessible to a wider audience. Michael encouraged listeners to explore Dorio.com as a potential holiday gift or investment opportunity.   About Gerry Hays Gerry Hays is redefining how startups are funded—and who gets to participate. As the founder of Doriot and the creator of VentureStaking™, a patent-pending investment model, Gerry is challenging the traditional venture capital system and opening the door for everyday people to invest in high-growth startups—without needing to write a five-figure check or place risky early bets. With more than 25 years of experience as a serial founder and startup investor, Gerry has successfully launched, scaled, and exited multiple companies. He's taught entrepreneurial finance and venture capital at Indiana University's Kelley School of Business, where he mentored hundreds of emerging founders across the globe. Gerry is also the author of the 5-star-rated book, The First-Time Founder's Equity Bible, a practical guide that demystifies equity structures and funding for new entrepreneurs. He created Fantasy Startup®, the world's #1 startup investing simulation with over 14,000 downloads. And in his push to democratize access to private markets, he developed the QAI (Qualified Accredited Investor) Certification, empowering non-traditional investors to confidently and knowledgeably enter the world of private equity. But Gerry's mission goes far beyond credentials. Through Doriot and the VentureStaking™ model, he's flipping the script on startup investing. Instead of gambling early like traditional angels or waiting for IPO access on Wall Street, investors can now earn the option to invest in startups once they've begun to succeed—radically lowering risk and broadening participation. This isn't crowdfunding. It's a smarter, more inclusive, and capital-efficient way to back innovation—and benefit from it. What your audience will take away: How to begin startup investing with as little as $10 Why VentureStaking™ may be the most game-changing asset class since crypto How access to private markets is being reimagined for the 99% What it really means to own equity in the next unicorn—before Silicon Valley gets in If your show dives into entrepreneurship, disruption, financial empowerment, or emerging investment trends, Gerry Hays will bring bold, practical insights—and a roadmap for how your audience can take a real stake in the future. IG:  https://www.instagram.com/doriot/ LinkedIn: https://www.linkedin.com/in/gerryhays/ TikTok:  https://www.tiktok.com/@doriot_venture Website:  https://www.doriot.com/  

Understanding the Modern Customer Experience: A Guide for Aspiring Professionals 1.0 Introduction: The Great Customer Experience Divide In today's competitive market, the customer experience isn't just a part of the brand; it is the brand. Every interaction, from a first glance at a social media post to a final click on a purchase button, serves as a referendum on a company's value and trustworthiness. Get it right, and you build loyalty. Get it wrong, and customers will walk away without a second thought. 1.1 The Loyalty Illusion A significant conflict is brewing between how businesses perceive customer loyalty and how customers actually feel. This "loyalty illusion" creates a dangerous blind spot for executives who believe they are succeeding while their customer base is quietly eroding. Executive Belief Consumer Reality ~90% of executives believe customer loyalty has grown in recent years. Only 40% of consumers feel they have become more loyal to brands. This perception gap isn't just a difference of opinion; it's a direct threat to revenue. "About nine out of 10 [executives] say customer loyalty has grown in recent years, but only four in 10 consumers say the same." The business risks of this blind spot are clear: 52% of consumers have stopped buying from a brand due to a bad product or service experience, and 29% have abandoned a brand due to poor customer experience. To close this gap, companies must first understand the entire modern customer journey, which starts long before a customer ever visits a website or store. 2.0 The Customer Journey: From First Glance to Final Click 2.1 Redefining the Starting Line Customer loyalty no longer begins at a company's digital or physical front door. It's now seeded much earlier in what can be called the "experience supply chain"—the connected sequence of interactions that moves a person from curious to committed. This journey often starts in the realm of indirect influence. Key "indirect influence" touchpoints include: A friend's recommendation A discussion thread on Reddit A product review on an independent site While price remains the single most significant factor for 69% of consumers when making a purchase decision, mastering these early stages of discovery and influence is critical for building the long-term commitment that defines true loyalty. 2.2 What Brands Can Do To win customers in this new landscape, brands must adopt a more holistic and proactive approach to the customer journey. Analyze the Journey: Use data analytics and AI to forensically examine every step of the customer life cycle. This allows you to identify and fix points of friction before they drive potential customers away. Embrace New "Front Doors": Treat online comment threads, product comparison sites, and even AI-generated search results as strategic entry points to your brand. These platforms are where modern discovery happens. Ensure Consistency: Align every touchpoint—from social media chatter to post-purchase support—with a cohesive brand narrative. This consistency builds the trust necessary for a customer to move from awareness to action. Understanding the full customer journey is the first step. The next is understanding what customers truly expect from a brand during that journey. 3.0 Beyond the Basics: What Customers Truly Value 3.1 Table Stakes vs. True Delight In the modern marketplace, fundamentals like fair pricing and product quality are no longer differentiators. They are simply "table stakes"—the minimum cost of entry to compete. The real opportunity for brands lies in their ability to layer personalized, meaningful value on top of these basics to create moments of true delight. Factor Considered a Minimum Expectation (%) Considered a Bonus (%) Good value for price 77% 19% Product/service quality 76% 20% Transparent business practices 58% 35% Personalized experiences 17% 62% However, many companies are struggling to keep up. A staggering 70% of executives feel that customer expectations are evolving faster than their company can adapt. This widening gap creates a significant risk of eroding customer trust and losing business to more agile competitors. 3.2 The Generational Lens Customer expectations are not one-size-fits-all; they vary significantly across generations. A strategy that delights one demographic may alienate another. Brands must segment their approach to meet these diverse needs. Boomers: This group is generally less likely to be influenced by a brand's social media presence or its sustainability efforts. Millennials and Gen Z: In contrast, these younger consumers pay close attention to a brand's values, online activities, and social impact. Successfully meeting these varied and rapidly evolving expectations increasingly involves technology, particularly Artificial Intelligence. 4.0 The AI Paradox: A Tool for Help and Hindrance 4.1 High Ambition, High Anxiety Artificial Intelligence represents the new frontier in customer engagement, but its rapid adoption has created a central paradox. While companies are rushing to implement AI-driven solutions, many customers remain wary. A majority of consumers (58%) report being "only somewhat or not at all comfortable" using AI tools to engage with brands. This suggests that AI implementation is often driven more by a company's internal ambition for efficiency than by genuine customer demand, creating a gap between what brands offer and what customers actually want. 4.2 Finding the Right Balance Consumer acceptance of AI is highly nuanced and depends heavily on the specific task. More Likely to Use AI for: Simple, transactional tasks like tracking an order or delivery status (49%). Less Likely to Use AI for: Sensitive interactions like making a payment (29%). Crucially, despite the rise of automation, 86% of consumers still say that human interaction is moderately or very important to their brand experience. The key insight for aspiring professionals is that successful brands don't choose between AI and human support; they integrate them. They use AI for efficiency where it adds value but provide clear, fast paths to human support when empathy, nuance, and judgment are required. This balance between technology and humanity extends to the data that fuels these systems, bringing the issue of privacy to the forefront. 5.0 The Data Dilemma: Balancing Personalization and Privacy 5.1 The Trust Trigger Personalization presents another paradox for modern brands: customers want it, right up until the moment they don't. The desire for a smooth, tailored experience often conflicts with concerns over data privacy, creating a delicate balancing act for companies. "More than half of consumers (53%) think that it's worth it to share personal information if it makes their experience interacting with a brand smoother. But mishandle that data and 93% say that a brand will lose their trust." This dynamic means that every personalization strategy carries a built-in "trust trigger." Respecting data boundaries is no longer just about legal compliance; it has become a powerful competitive advantage. 5.2 What Brands Can Do To navigate this dilemma, brands should adopt a set of core principles that build trust while delivering value. Focus on low-intrusion data: Prioritize using information like stated preferences and past purchases to tailor experiences. This provides value without crossing sensitive privacy lines. Be transparent: Clearly communicate what data is being collected and why. When customers see an immediate and tangible benefit in return, they are more likely to trust the exchange. Empower the customer: Give customers a sense of control over their data. When personalization feels like a choice, it becomes a driver of loyalty, not a red flag. By internalizing these lessons, companies can reshape their approach to building lasting customer relationships. 6.0 Actionable Principles for a Modern Customer Experience To succeed in today's landscape, aspiring professionals should focus on a set of core principles that connect the entire customer journey, from discovery to long-term loyalty. Treat discovery like a make-or-break moment. A customer's journey starts long before they visit your website. Design every early touchpoint as a seamless, story-driven experience. Rebuild loyalty based on behavior, not fantasy. Reassess loyalty programs based on real customer actions and measurable business goals, not assumptions. Segment smarter and personalize with purpose. Move beyond generic demographics to target customers by generation, behavior, and emotional triggers to deliver true relevance. Pair AI with empathy and know when to hand off. Use AI to streamline simple tasks, but ensure a quick and easy path to human support when nuance and empathy matter most. Win the moments that matter or lose customers. Identify the high-stakes moments in the customer journey where loyalty can be instantly won or lost, and design solutions to win them decisively. Turn privacy into a competitive advantage. Build trust by being transparent, providing clear value, and giving customers control over their personal data. Measure what actually moves the needle. Go beyond traditional metrics to track the behavioral, emotional, and financial impact of your customer experience initiatives. These seven principles are the foundational building blocks for anyone seeking to create the exceptional and effective customer experiences that define modern brands.   Source:  https://www.pwc.com/us/en/services/consulting/business-transformation/library/2025-customer-experience-survey.html  

Finding Joy Through Lifestyle Change Roberta shared her mission to help people rediscover joy and fulfillment by believing that change is possible. She explained how many individuals stay stuck in pain because they cannot envision a different reality. Michael reflected on his own journey, describing how meaningful work has been a powerful source of joy. Together, they encouraged listeners to evaluate their daily habits and make small, intentional shifts that lead to a more fulfilling life. Embracing Career Transitions with Curiosity Michael opened up about his unconventional career path, from accounting to IT to non-profit leadership, before founding Breakfast Leadership Network. Roberta emphasized that people often view career changes through a lens of judgment or failure rather than exploration. She invited listeners to reconnect with curiosity and imagination instead of constantly chasing the next milestone. Both agreed that fulfillment comes from living with intention, not from accumulating achievements. Curiosity and Career Growth Michael described how curiosity has shaped his career decisions, allowing him to adapt and thrive across industries. Roberta expanded on the connection between burnout and curiosity, explaining that chronic stress can suppress creativity and focus. She emphasized that rest and nervous system recovery are essential steps toward reigniting curiosity and personal growth. Managing Stress in the Mortgage Industry The conversation turned to burnout in high-pressure fields like the mortgage industry. Michael and Roberta discussed how identity and self-worth often become tied to professional success. Roberta shared her experience of losing her job during the 2008 market collapse and the emotional toll it took on her confidence. Michael noted that while workplace stress is real, much of it stems from internal expectations. They encouraged listeners to replace fatigue with curiosity and focus on what can be controlled. Rebuilding Self-Worth After Burnout Roberta opened up about how losing her career led to deep questions about identity and purpose. Michael shared that his own journey through adversity helped him rediscover meaning and direction. They agreed that personal growth requires reflection and a willingness to define happiness on one's own terms. Both highlighted the importance of mindset ownership and the courage to rebuild with clarity. Embracing Joy in Business Michael and Roberta concluded with a discussion on the intersection of joy, curiosity, and entrepreneurship. Drawing insights from Roberta's book Open for Business, they explored how business owners can integrate playfulness, experimentation, and authenticity into their work. They encouraged listeners to pursue their goals with curiosity rather than fear, reminding them that joy is not the absence of struggle—it is the presence of purpose. Episode Theme: Rediscovering joy, curiosity, and fulfillment by embracing change, managing burnout, and building a mindset of exploration in both work and life. Related Links: BreakfastLeadership.com/blog – Articles on leadership, burnout recovery, and workplace culture. The Joy Experiment – Learn more about Roberta's work helping people find joy and meaning through lifestyle transformation.   Helping Women Build a Life & Business Rooted in Joy, Ease, and Aligned Success Roberta Gill Ravella is the visionary behind The Joy Experiment—a transformative framework designed to help women step out of struggle and into a life and business filled with joy, ease, and flow. Drawing from her decades of experience in sales, marketing, entrepreneurship, and personal development, Roberta helps clients rewrite the rules of success by leading with alignment, worthiness, and purpose. After years of chasing achievement through hustle and burnout, Roberta asked a powerful question: What if success didn't have to be so hard? That question sparked the creation of The Joy Experiment, a values-based coaching approach that guides women to reconnect with their core, simplify their path to growth, and build success that feels just as good as it looks. Roberta works with purpose-driven women entrepreneurs, creatives, and leaders who are ready to replace self-doubt with self-trust, confusion with clarity, and pressure with peace. Her message is a refreshing antidote to hustle culture—and a rallying cry for those seeking a more intentional, fulfilling way to grow. When she's not coaching or speaking, you'll find Roberta exploring the mindset shifts that turn burnout into balance and teaching others how to lead with joy, not just chase it.

Episode Overview In this episode, Michael D. Levitt sits down with Erik Braund, CEO of Katmai Tech, to explore how immersive 3D virtual collaboration is transforming the future of work. Katmai's groundbreaking platform redefines remote interaction by combining video presence with spatial freedom—creating an environment that mirrors the energy and spontaneity of a physical office. Inside Katmai's Virtual Collaboration Platform Erik explains how Katmai bridges the gap between traditional video conferencing and in-person work. Unlike static grid calls, Katmai enables users to move freely in a 3D virtual space, sparking natural, spontaneous conversations. The result? A 70% reduction in standing meetings for users Average engagement of 23 hours per week—nearly double the time people typically spend on Zoom or Teams Shorter, more meaningful interactions, averaging 15 minutes among small groups Erik shares how these immersive environments foster authentic collaboration, serendipitous moments, and stronger team culture—elements often lost in remote work setups. The Power of Remote Work Flexibility Michael builds on the conversation by highlighting the evolving nature of work. He references insights from leaders like Jamie Dimon, exploring how workplace flexibility enhances autonomy, engagement, and performance. Michael notes that trust and choice are central to preventing burnout and driving productivity. He humorously recalls a company that had to schedule a meeting—ironically—to discuss having too many meetings, reinforcing the idea that tools like Katmai can make communication more efficient and human-centered. Balancing Efficiency and Well-Being Erik and Michael dive into the psychology of remote work, discussing the pitfalls of multitasking and blurred boundaries. Both stress the need for intentional systems that support focus and well-being. Erik explains how Katmai's user-friendly interface helps teams stay connected without overwhelming them with constant pings or apps. The platform promotes mindful communication, encouraging quick, productive exchanges rather than endless calls. Michael connects this to his Breakfast Leadership Network philosophy, emphasizing that burnout prevention begins with designing work environments—virtual or physical—that support energy, creativity, and balance. Key Takeaways Immersive collaboration is redefining remote culture by bringing “office energy” online. Flexibility and autonomy are critical to engagement and performance. Meeting reduction and better-designed communication tools lead to happier, more focused teams. Technology should enhance human connection, not replace it. Links & Resources Learn more about Katmai Tech: https://www.katmaitech.com Related reading on burnout, leadership, and workplace culture: BreakfastLeadership.com/blog

A new Solitaire Bliss report reveals that 95% of managers monitor employees, but this growing trend may be damaging workplace trust and culture. Learn how constant surveillance increases burnout, reduces retention, and what leaders can do to rebuild psychological safety and transparency. Discover leadership strategies from the Breakfast Leadership Network to shift from control to trust-driven performance. Article:  https://www.breakfastleadership.com/blog/how-employee-monitoring-is-reshaping-workplace-culture-and-what-leaders-must-do-differently Join our Workplace Culture Community:  https://Community.BreakfastLeadership.com Connect regarding healthcare savings  

Reprogramming the Subconscious for Success In this episode, I sat down with Jim to explore the powerful role of the subconscious in shaping our lives. Jim shared how behaviors and outcomes are often dictated by subconscious identities, and how reprogramming these patterns can create lasting success. He walked us through his own journey—from a poor Texas farm boy to a multi-millionaire—showing firsthand what's possible when you align your subconscious beliefs with your goals. I added my own reflections on reinvention throughout my career, reinforcing how our inner identity becomes the foundation for personal and professional growth. Shaping Interests Through Early Experiences We also explored how curiosity and interests are formed over time. I shared my shift from struggling in science classes to developing a genuine passion for it later in life, while Jim reflected on his early challenges with math. Together, we unpacked how childhood experiences and ingrained beliefs can set the stage for our strengths, struggles, and perceptions of ability later in adulthood. Mindset Differences in Success and Failure Jim drew a clear contrast between the mindset of successful millionaires and those who remain financially stuck. He explained that high performers are constantly driven to grow—either by the desire to surpass family achievements or by the fear of losing what they've built—while those struggling often default to excuses and fear of failure. We discussed how identity shapes habits and behaviors, influencing not just personal success but also the divides we see in today's social and political climate. Beyond Manufactured Identity Divide Together, we explored how identity can unite or divide us. Using the metaphor of a tree fighting against itself, we reflected on how clinging to manufactured identities can lead to destruction. Jim and I both emphasized the importance of evolving beyond these surface-level divides and recognizing our shared human needs and goals as the path toward real progress. Overcoming Subconscious Barriers to Growth We closed by talking about the daily battle against subconscious barriers and external influences. Jim highlighted how his podcast helps listeners reprogram habits and reframe subconscious beliefs, while I reflected on the growing need to manage how social media and technology shape our identities. The key takeaway: true growth requires awareness, action, and the courage to break free from limiting patterns so you can step into your full potential. Ready to truly transform your life—professionally, personally, and spiritually? Whether you're seeking breakthroughs in business, deeper relationships, or inner alignment, Jim Fortin is the mentor high-performing leaders turn to when they're ready to change from the inside out. Jim is the creator and host of The Jim Fortin Podcast, a global chart-topper with over two million downloads in its first two years. Widely regarded as a leading voice in subconscious self-transformation, Jim has shared stages with icons like Tony Robbins, Dr. Phil, Robert Kiyosaki, and George Foreman, offering a unique blend of behavioral science and ancient wisdom to shift how people lead and live. For over two decades, Jim has trained thousands—from Wall Street executives to local business owners—in the art of human effectiveness, sales influence, and his signature method: NeuroPersuasion®, a breakthrough system rooted in NLP, hypnosis, and brain-based performance strategies. Through his company Mind Authority, Jim has privately coached global changemakers in business, government, and social impact to access clarity, alignment, and elevated results. His sought-after programs—The Transformational Coaching Program and Be Do Have Training Series—have helped individuals rewrite limiting narratives, dissolve sabotaging patterns, and create powerful shifts in every area of life. Jim Fortin isn't just teaching transformation—he's helping people embody it. Website:  https://www.jimfortin.com/ Podcast:  https://www.jimfortin.com/episode-1-transforming-your-life-from-the-inside-out/    

In this episode of the Breakfast Leadership Show, we explore why purpose, not just pay, is the true magnet for top talent in today's competitive job market. Drawing from a recent Breakfast Leadership Network article, we break down an eight-step framework for creating a culture where meaning and belonging drive performance and retention. You'll learn how to clearly define and embed purpose into daily work, celebrate behaviors that align with your values, and position leaders as “Chief Culture Officers” who live and breathe the organization's mission. We also discuss why culture isn't just an HR initiative—it's a powerful business asset that directly impacts engagement, retention, and ROI. If you're a leader looking to transform jobs into meaningful journeys and build a workplace where people thrive, this episode is your roadmap. Toxic workplace? Get help here:  https://Community.BreakfastLeadership.com Are you burned out?  You don't have to be:  https://FreeFromBurnout.com  

Fleet Management Expertise and Optimization with Jeff Nieman In this episode, I sit down with Jeff Nieman, Chief Operating Officer at Merchants Fleet, to explore the evolving world of fleet management and logistics. With more than two decades of experience in the industry, including 20 years at Hertz Corporation, Jeff shares insights into the complexity of managing fleets across industries and the strategies organizations can use to optimize operations, cut costs, and maximize vehicle utilization—especially during times of economic disruption. Optimizing Fleet Management for Efficiency Jeff and I unpack the importance of efficient fleet management and the logistics behind moving goods and people. He explains how Merchants' product FleetShare helps companies solve utilization challenges by allowing shared vehicle access across business units. This approach not only improves efficiency but also reduces waste. Data analysis plays a key role in determining the right number of vehicles, while their digital platform provides businesses with seamless self-service vehicle access. Fleet-Sharing Innovation We dive into Merchants' groundbreaking fleet-sharing platform, designed to let businesses rent vehicles for short periods and even share them across companies during peak demand. This innovation reduces costs, generates revenue, and addresses common pain points like underutilized vehicles and storage expenses. Jeff also explains how this approach could support the transition to electric vehicles by helping organizations coordinate usage and overcome range limitations. The Role of AI in Logistics Our conversation also touches on the role of AI in fleet management and logistics. Jeff highlights both the opportunities and risks of implementing AI, particularly around governance, compute costs, and operational impacts. We agree that starting with simple, practical AI applications is the best way to build trust and results before moving into more advanced implementations. To learn more about how Merchants Fleet is transforming the industry, visit merchantsfleet.com.   https://www.merchantsfleet.com/merchants-fleet-appoints-jeff-nieman-as-new-senior-vice-president-and-chief-operations-officer/   https://www.linkedin.com/in/jeff-nieman-0991061b/ https://x.com/merchantsfleet https://www.linkedin.com/company/merchants-fleet/ https://www.instagram.com/lifeatmerchants    

Michael and Joe explore how podcasting helps build relationships, boost visibility, and grow businesses. Joe, a 20-year radio veteran and founder of Podtopia Network, shares insights on using podcasts as a long-term marketing tool. Michael discusses how The Breakfast Leadership Show became a platform for connection, storytelling, and collaboration. Together, they highlight simple strategies for starting a podcast, finding your audience, and turning authentic conversations into opportunities for growth. LinkedIn:  https://www.linkedin.com/in/joe-massa-3a6ab264/ Instagram:  https://www.instagram.com/podtopianetwork/ https://www.podtopianetwork.com/    

De-escalation, Emotional Intelligence, and the Power of Listening Affect Labeling for Emotional Regulation Doug introduced a counterintuitive but highly effective method for managing emotions called affect labeling. By quieting the mind and directly naming emotions with simple “you” statements, he explained how it's possible to calm emotional escalation in as little as 90–120 seconds. I found this approach fascinating, especially since it activates the brain's right ventrolateral prefrontal cortex to downshift the amygdala. Doug emphasized that affect labeling can be used not only to regulate your own emotions but also to help others in the middle of tense conversations. Violence Prevention in Prisons Doug shared remarkable stories from his work teaching violence prevention to lifers in maximum security prisons. Over 800 graduates of his program have been released on parole in California without a single reoffense. I couldn't help but admire the impact of this initiative. Imagine how much stronger our communities and families could be if these emotional regulation skills were taught broadly in society. Doug and I agreed: teaching these tools early in life could help prevent conflicts and foster emotional maturity. De-escalating Conflict Through Listening We also explored why anger and polarization seem to be on the rise in today's world. Doug explained that much of it stems from people feeling unheard. When individuals don't feel validated, they often resort to anger or rudeness. He described how even on social media, simply labeling emotions can de-escalate heated conversations. I wholeheartedly agreed — if more people practiced this skill, we'd see far more harmony in society. Calm Conversations with Polarized Individuals Doug walked us through a framework for having constructive conversations with people holding strongly different political or personal beliefs. The method involves asking four questions: what life experiences shaped their beliefs, how those beliefs support their daily life, how they handle differing beliefs, and how they think society should be organized. Rather than trying to persuade or argue, Doug emphasized listening and validating emotions. I see this as a game-changer for building understanding, even in tense family gatherings or divided communities. De-escalation and Emotional Intelligence in Leadership Finally, Doug and I discussed the role of de-escalation skills in leadership. Emotional intelligence and active listening are powerful tools for creating psychological safety and transforming difficult conversations. Doug even shared his free online course on dealing with anger and aggression, available through LinkedIn or by email. It's a valuable resource for anyone looking to strengthen their leadership and communication skills. Website:  https://dougnoll.com/ LinkedIn: https://www.linkedin.com/in/dougnoll/ DM "Breakfast25" to get the resources Doug mentioned during the show.  

Struggling with costs in your healthcare organization? Reach out to Michael.  Click Here for more info Journey to Financial Independence with Kam Dasani In this inspiring episode of the Breakfast Leadership Show, we sat down with Kam Dasani to explore his journey from a high-paying corporate role in Silicon Valley to full financial independence through trading and investing. Kam shared how he transitioned from a $250,000 salary to a life of true freedom—where time, location, and purpose all align. His story offers valuable insights for anyone ready to step away from the corporate treadmill and design a life on their own terms. From Corporate Hustle to Freedom Kam opened up about leaving behind the demanding pace of Silicon Valley in pursuit of autonomy and balance. He shared how he built multiple income streams—from investing to trading—and how financial freedom granted him the ability to live life on his own schedule. The discussion reminded listeners that success isn't just about wealth; it's about having control over your time and energy. The Power of Location and Lifestyle Design We discussed the high costs and burnout culture of San Francisco compared to the slower, more fulfilling lifestyle Kam found in Dallas. He shared how geographic freedom has been key to his happiness and flexibility, proving that financial independence can also bring peace of mind. Trading, he noted, offered a career path that fit perfectly with his desire for flexibility and mobility. Smart Investing and the Role of Research We talked about the importance of doing deep research before making investment decisions. While AI tools can support the process, Kam and our team emphasized that critical thinking and due diligence remain essential. We also clarified that our discussion serves as educational insight, not financial advice. Risk-Free Trading Through Prop Firms Kam shared how he discovered prop firm trading after connecting with Mahul Patel, a former Goldman Sachs algorithm trader. Prop firms give traders access to leveraged capital with minimal personal risk—traders keep 80% of profits while risking only a small portion of their own funds. Kam explained how understanding this model opened doors to sustainable, low-risk trading opportunities. Futures Trading and Financial Leverage We explored futures trading, where markets run nearly 24/5, and discussed how this structure enables traders to maximize returns while maintaining low operational costs. Kam revealed that with about 10 hours of training per month, he learned strategies that outperformed many traditional side businesses. Together, we emphasized the discipline required to manage leveraged funds responsibly. Real Estate, Mentorship, and Managing Emotions The conversation turned to real estate, where we compared risk profiles and discussed the importance of mentorship—such as Kam's guidance from his uncle and professional brokers. Kam also reflected on how emotional regulation plays a crucial role in trading and investing success. His story of reaching millionaire status underscored the importance of mindset, patience, and mentorship in achieving financial goals. Final Reflections Kam's journey is a testament to the power of intentional living, strategic investing, and self-discipline. For those dreaming of leaving the 9-to-5 grind, this episode offers both inspiration and practical insight into how to make that transition responsibly and sustainably. Kam's bio: My name is Kam Dasani - I'm a top 1% Futures & Options trader who helps others escape the rat race through trading. If you think it's too good to be true, my team is ex-Goldman Sachs and we have $4M in capital that we are trading with. On this channel, I don't only talk about trading. I talk about (and show) the life that I've built through skills and connections. I interview others in similar spaces, as well as my clients who have seen success by trusting me. For undeniable proof, check out my Instagram below. If you're not a skeptic for no reason, book a call and talk to me and I'll show you proof of everything live. Instagram:  https://www.instagram.com/profitwithkam/ YouTube:  https://www.youtube.com/@profitwithkam LinkedIn:  https://www.linkedin.com/in/kam-dasani-937005101/    

In this episode of the Breakfast Leadership Show, Michael speaks with AI strategist and author Steff about the real-world impact of artificial intelligence on the workforce. Together, they challenge the common narrative that AI is replacing human jobs and explore how leaders can adopt AI responsibly without losing sight of the human element. AI's Limited Impact on the Workforce Steff shares her concerns about companies prematurely laying off employees under the guise of AI adoption, emphasizing that today's AI lacks the depth to truly replace people. Michael echoes this sentiment, noting that many organizations are jumping into AI initiatives without understanding the implications. Both agree that while AI will transform the workforce over time, we're far from a reality where machines can replace human intelligence and empathy. Rethinking Employment Dynamics Michael and Steff dive into the nuances of AI's effect on employment. While automation can replace certain tasks, it often leads to cost-cutting rather than meaningful innovation. Steff highlights how AI can reduce repetitive work, freeing humans to focus on creativity and strategy. The two also compare cultural differences between North America and Europe—where stronger work-life balance and social systems offer a healthier framework for integrating technology into work. AI as a Productivity Partner The conversation shifts to the potential of AI as a collaboration tool. Michael explains how AI-powered note-taking and workflow tools can enhance meetings by freeing up cognitive space and improving documentation. Steff and Michael agree that AI democratizes access to powerful tools, empowering individuals to be more productive, even as organizations struggle to integrate these systems effectively. Context Is the New Skillset Steff introduces a fascinating idea—the rise of the “context engineer.” As businesses rely on AI, she argues that human understanding of nuance, culture, and emotional intelligence will become essential to guide AI systems effectively. Context engineers will bridge the gap between data and human meaning, ensuring AI remains a support, not a substitute. What AI Can't Replace Drawing from her book Being Replaced, Steff outlines five uniquely human skills that AI cannot automate: flexible thinking, emotional intelligence, collective intelligence, intuition, and true innovation. She underscores that while AI can simulate emotion or pattern recognition, it cannot create, connect, or empathize as humans do. Michael reinforces that innovation and adaptability have always been the cornerstones of human progress. AI as a Tool for Human Enhancement The episode closes on an optimistic note. Steff discusses her open-source framework for using AI intelligently and invites listeners to explore her resources on her website and GitHub. Together, Michael and Steff remind us that AI should be viewed not as a threat, but as a powerful enhancement tool that amplifies human capability, creativity, and connection. Listen now to discover how to lead in the age of AI without losing what makes us human. For more insights on leadership, burnout prevention, and workplace culture, visit BreakfastLeadership.com/blog.   Steff Vanhaverbeke - The "Superworker" Revolution   While 76% of professionals are drowning in AI overwhelm, Steff discovered how to use AI to prevent burnout instead of causing it. Her "Superworker" methodology helps leaders achieve 3x productivity without working harder by building an "AI Second Brain."   Starting as a graphic designer in 1993 during the web's emergence, she now coaches professionals at Microsoft, Deloitte, and PwC. Her recent webinar to 400 people generated feedback like "This is exactly what I needed, not another technical course, but insights and ways to get a grip on AI with my team."   Possible discussion topics: AI leadership without burnout Cognitive agility for leaders Guiding teams through tech transformation The five levels of AI adoption (from overwhelmed to empowered) Building psychological safety during technological change Why human skills become more valuable as AI handles routine work

In today's competitive job market, compensation alone is no longer enough to win and keep great people. What truly sets organizations apart is a purpose-driven culture — one where values guide decisions, shape behavior, and inspire loyalty. In this episode, we break down eight key strategies for building and sustaining a culture that thrives: Defining a clear and authentic purpose that goes beyond slogans Embedding purpose into daily tasks and decisions Celebrating behaviors that reflect organizational values Aligning leadership and strategy with cultural goals Supporting employee growth through mentorship and ownership Crafting a compelling employee value proposition Measuring and refining cultural initiatives regularly Sustaining long-term success by connecting culture to financial results The conversation highlights how a strong, values-first approach not only fosters engagement and trust but also drives tangible business outcomes. If you're a leader, HR professional, or entrepreneur looking to strengthen your organization's culture, this episode will give you practical insights and a roadmap to build a workplace where people want to stay and grow. Dealing with burnout?  Get help here:  https://FreeFromBurnout.com Toxic workplace? Find out for sure:  https://Community.BreakfastLeadership.com Visit business articles at Breakfast Leadership  

Episode Summary In this episode of the Breakfast Leadership Show, we dive into a powerful conversation with Nate, CEO of Form 100 Consulting, an agile technology firm that hires military veterans. Together, we explore what it really means to focus on core competencies in a world obsessed with chasing trends—especially when it comes to artificial intelligence. Focusing on What Matters Nate emphasizes the danger of business “fluff”—initiatives that look exciting but distract from the organization's core mission. We discuss how easily companies get pulled off track by AI hype and lose sight of what actually drives value. Both of us agree that clarity of mission and disciplined execution are what truly sustain success. AI Implementation: Systems Before Software We unpack why so many organizations fail at AI implementation. The core issue? Automating broken systems. Before adding automation, leaders must first understand workflows, engage the people doing the work, and align process improvements with clear outcomes. The discussion also explores lean methodology and how technology should enhance human capability—not replace it. Automation and Efficiency Our conversation turns to how automation affects staffing and productivity. I share insights from past downturns where organizations reduced teams but maintained output through smarter workflows. We agree that while automation can remove jobs, it can also elevate roles and help businesses grow—if it's done with purpose. We also highlight the risk of knowledge loss as experienced workers retire, reminding leaders that efficiency must never come at the cost of wisdom. Adaptability and Incremental Progress We examine why even major corporations, including Fortune 500 giants, struggle to survive. Nate and I discuss the importance of adaptability, addressing constraints, and embracing incremental progress—especially when integrating AI. True transformation happens step by step, not through one big innovation. Data-Driven Growth Without the Paralysis I share an example of a client stuck in “analysis paralysis” due to too much data. The takeaway: data should serve decision-making, not dominate it. We explore how to build centralized systems that streamline insights and connect back to strategy. I also reference General Motors' missteps in the 1980s as a lesson on the risks of ignoring core strengths in the pursuit of diversification. Balancing Planning and Action We discuss the challenge of overplanning versus underplanning. Nate explains that effective leadership requires making informed decisions without having every answer. This means building psychological safety within teams, encouraging learning through mistakes, and avoiding “level one thinking”—where leaders react rather than anticipate. Consulting Insights and Shared Experiences Nate shares insights about his work at form100consulting.com, helping organizations improve execution and agility. I reflect on my own consulting journey with small businesses and nonprofits, from psychotherapy practices to after-school LEGO robotics programs, and the lessons I carried from my time in the Air Force into business leadership. Human Connection in the Age of Automation We close with a conversation about marketing and human connection. Both of us agree that while digital platforms like LinkedIn have become saturated with automation, audiences are craving authenticity. The future of business belongs to those who bring back the personal touch—conversations, community, and genuine connection.

In this episode of the Breakfast Leadership Show, Michael sits down with Bogdan Micov, a Macedonian entrepreneur living in Bali, who has developed the Relentless Method—a groundbreaking approach to stress relief and emotional transformation. Bogdan's method helps entrepreneurs and leaders eliminate negative emotions and limiting beliefs in days rather than years, breaking away from traditional coping strategies to create lasting internal change. Together, Michael and Bogdan explore the difference between managing stress and transforming it. They discuss why focusing on decisions instead of beliefs gives people more flexibility and control, allowing for faster breakthroughs. Bogdan explains how understanding the motivations behind pain-avoidance versus pleasure-seeking behaviors can help align decisions with one's true values. The conversation also dives into the importance of proactive decision-making and personal responsibility. By embracing the law of cause and effect, Bogdan encourages listeners to move away from the victim mindset and take ownership of their outcomes. Michael and Bogdan highlight how shifting from reactive stress responses to empowered thinking can transform not only performance but overall well-being. Bogdan shares his inspiring personal story of leaving a corporate career and recovering from a stroke at 33, using these challenges to cultivate joy and peace. The episode closes with insights on living a fulfilled life, learning from hardship, and spreading messages of growth, purpose, and happiness. Key Topics: The Relentless Method and belief reprogramming How decisions shape mindset and outcomes Pain vs. pleasure motivation in human behavior Escaping victim mentality and taking ownership Living joyfully through personal transformation Follow Bogdan: Instagram: @bogdanrelentless  

Turning Chaos Into Clarity Daryl shares how his volunteer search and rescue work during a devastating tornado in Alberta shaped his philosophy on leadership. What he witnessed in those chaotic moments pushed him to create systems for handling emergencies—not just in public safety, but also inside corporate boardrooms. Michael recalls his own experience with Hurricane Andrew in Florida, highlighting how disasters force us to rethink routines, resilience, and the way we lead through disruption. Productivity Meets Humanity Too often, workplaces focus on efficiency while stripping away connection. Michael and Daryl unpack why this doesn't work. Daryl draws from his coaching experience to show how empathy and vulnerability make leaders more effective, while Michael connects it back to employee well-being, stress management, and retention. Together, they stress that leadership is most powerful when it balances results with human connection. Transforming Toxicity Into Trust Michael shares his story of stepping into a healthcare organization with an 86% turnover rate. Within a year, by listening, implementing overdue changes, and fostering collaboration, turnover dropped to 6%. The lesson? Empathy and support aren't “soft skills”—they're leadership essentials. Just like a great coach who believes in their team, leaders can rebuild broken cultures by showing they care. Fundamentals Don't Change, Scale Does Daryl reminds us that whether you're leading 10 people or 10,000, the core challenges stay the same. Leadership is about people—and people are complex. His “order to chaos” framework emphasizes self-mastery, productivity, and intentional leadership. He explains how influence works like concentric circles: the larger the organization, the more intentional leaders must be with communication and culture. Adaptability Creates Team Success Great leaders flex. Daryl underscores the importance of listening and adjusting when introducing new systems. Michael reinforces this point with his healthcare experience—leaders who adapt to different personalities and communication styles build trust and reduce turnover. The message is clear: adaptability and intentionality are non-negotiable in leadership today. Collaboration for Better Decisions Michael highlights why leaders must include frontline voices when rolling out new tools or strategies, or risk creating disconnects. Daryl introduces his practical “1-3-1” tactic: identify the problem, offer three options, and present one recommendation. This simple structure accelerates decision-making and keeps teams aligned. The 1-3-1 Framework in Action Daryl breaks down how the 1-3-1 framework reduces cognitive overload for leaders while strengthening accountability. Though it feels clunky at first, it quickly becomes second nature. He even shares his Executive Assistant playbook and resources for leaders ready to try it—just DM him the word "TeamMichael” on LinkedIn or Instagram to get started. Resources and Balance The episode closes with resource-sharing and gratitude. Michael and Daryl encourage leaders to take advantage of these tools and remind listeners that leadership isn't about doing it all alone. Balance, intentionality, and shared wisdom are what truly move organizations forward.  

Paul's Remarkable Career Path In this episode, Michael sits down with Paul Nadeau, whose 32-year career spans roles as a detective, international peacekeeper, and former hostage negotiator. Paul shares insights from his deployments to the Middle East during the Iraq War and his experiences in major crimes investigations. His stories reveal how studying human behavior shaped not only his career in law enforcement but also his evolution into a keynote speaker and author. The Transformative Journey of a Negotiator Paul opens up about how a difficult childhood became the catalyst for his life's mission. Joining the police force at 21, he gravitated toward cases involving sexual assault and child abuse—work that deepened his empathy and resolve. A pivotal negotiation with a suicidal man changed his path forever, leading him to become a hostage negotiator. Paul's message is one of resilience: trauma can shape growth when we choose to learn from it. Creating Safe Spaces in Crisis Michael and Paul explore how empathy and active listening can transform crisis situations. They discuss the importance of creating environments where people feel seen, heard, and valued. Michael highlights how societal change starts with individuals being willing to hold space for others—especially those feeling isolated or disconnected. Understanding and Overcoming the Hostage Effect Paul introduces the concept of the “hostage effect”—a state of mental captivity driven by fear, manipulation, and uncertainty. He draws parallels between psychological captivity and societal patterns, urging listeners to reclaim their autonomy and mental freedom. Through personal stories and lessons from his book, Paul demonstrates how awareness and personal agency can break the cycle of fear. Cultural Dialogue and Mindful Leadership The conversation broadens as Michael reflects on global challenges and the erosion of open dialogue. He shares a story from a multicultural potluck that reminded him of the beauty of diverse perspectives and collaboration. Both emphasize the need for compassion, curiosity, and respectful discussion in today's polarized world. Human Connection and Personal Freedom Paul concludes with two guiding principles: people are more alike than different, and you get what you give. He and Michael agree that human dignity, empathy, and respect must remain at the heart of leadership and community. Their dialogue reminds listeners that even amid crisis, connection and compassion are the greatest tools for freedom and peace. Book:  The Hostage Effect Website:  https://www.jpaulnadeau.com/ IG:  https://www.instagram.com/jpaulnadeau/ LinkedIn:  https://www.linkedin.com/in/jpaulnadeau/    

In this episode of The Breakfast Leadership Show, we explore how California continues to lead the nation in wage growth and what that means for both employers and employees navigating a rapidly changing economy. Recent analysis from Keller Executive Search, using data from the U.S. Bureau of Labor Statistics, reveals that California saw a 6.55% increase in average weekly wages between 2023 and 2024, ranking fifth in the nation. The state's average weekly pay rose from $1,757 to $1,872, a gain that not only outpaced the national average of 4.88% but also exceeded inflation. We unpack the driving forces behind this growth, including the strength of California's technology, entertainment, and professional services sectors, and what this says about the broader labor market. While these gains signal that many workers are seeing real increases in purchasing power, California's high cost of living continues to offset some of that progress, making long-term affordability and retention key issues. The discussion also dives into how leaders can respond strategically: Investing in continuous skill development to keep pace with evolving demands. Creating adaptable workforce plans that align with economic cycles. Balancing compensation growth with organizational sustainability. Ultimately, this episode challenges both employers and employees to view wage growth as more than a paycheck shift. It is a signal of transformation in how we work, hire, and lead in an economy defined by rapid innovation and constant reinvention.

Struggling with costs in your healthcare organization? Reach out to Michael.  Click Here for more info Episode Overview In this episode of the Breakfast Leadership Show, Michael speaks with Michi McClure, Founder of Consivian, about her transformation from an “accidental leader” to a conscious architect of human and organizational growth. Michi shares how her firm evolved from its compliance origins into a full-spectrum business consultancy helping leaders and teams grow through authenticity, systems thinking, and self-awareness. Together, they explore what it means to build organizations that are not just compliant — but truly connected, conscious, and continually learning. Key Topics & Insights Authentic Connection as the Foundation of Growth Michael and Michi unpack how organizational health begins with authentic human connection. They discuss how leaders can create environments where people feel safe to speak openly, challenge ideas, and contribute meaningfully. Drawing inspiration from 3M's innovation culture and Amy Edmondson's research on psychological safety, the conversation highlights the power of balancing data-driven insight with genuine human empathy. The Power of Inclusion in Leadership Decisions Michael shares a story about a healthcare redesign initiative that excluded doctors from the planning process — a costly mistake that became a case study in why leaders must include all stakeholders. The story becomes a powerful metaphor for leadership humility, reminding us that sustainable change only happens when everyone's voice is invited to the table. Flexibility and Communication at Every Level Michi and Michael discuss how leaders can move beyond rigid structures and instead create flexible meeting formats, adaptive communication rhythms, and spaces for real-time problem-solving. They emphasize that leadership today isn't about following old rules — it's about being present, reflective, and responsive to what teams actually need. Visual Feedback and Leadership Awareness Michi shares her creative experiment with a “visual thermometer” on her office door, where her team could anonymously reflect how they perceived her leadership presence each day. This tool became a catalyst for self-awareness and emotional intelligence — qualities she believes are essential to modern leadership. Michael expands on the idea, encouraging leaders to “take their own pulse” after key interactions to assess connection and tone. Reflection as the Path to Personal and Organizational Growth Both Michi and Michael underscore the importance of reflective learning — recognizing blind spots, seeking feedback, and embracing discomfort as a teacher. Michi connects this process to burnout prevention, explaining how reflection and feedback re-energize leaders by aligning them more deeply with purpose. Creativity, Self-Care, and Sustainable Leadership In a discussion that blends philosophy and practicality, Michi advocates for leaders to give themselves “space and grace” to recharge creatively. Michael introduces the timeless “sharpen the saw” parable, illustrating how sustainable productivity requires rest, reflection, and recalibration. Together, they explore how Consivian helps leaders move from burnout to balanced, consistent performance — like the steady pace of a tortoise rather than the burnout-driven sprint of a hare. Navigating Organizational Change with Self-Awareness Michi dives into the challenges of change management, noting that many leaders attempt to “fix” others before examining their own systems. She encourages a shift toward self-inquiry, using feedback loops and system mapping to uncover invisible barriers that hinder transformation. Continuous Learning as a Business Imperative To close, Michi shares how continuous learning shapes the culture at Consivian — each client engagement becomes a new opportunity for insight, innovation, and growth. She invites listeners to explore more about her work and resources at consivian.com. Connect with Michi McClure & Consivian

Imagination and Strategy in Organizations Michael and Rebecca explored the role of imagination in organizational development, focusing on how it can help teams break free from routine and avoid burnout. Rebecca emphasized the value of developing strategy collaboratively and embedding it into systems so it becomes actionable. Michael shared a personal story about a team exercise that strengthened his relationship with his CEO, showing how facilitation can break down silos and build vulnerability within teams. Proactive Leadership in Volatile Times Rebecca highlighted the importance of facilitated conversations to create shared language and vivid pictures of possible futures. She stressed that leaders must take agency in shaping the future during times of uncertainty. Michael reflected on his leadership experience during the Great Recession, noting how proactive strategies and market exploration were essential. Both agreed that preparation and action are far better than waiting passively for challenges to unfold. Constraints Spark Creative Solutions Rebecca explained how constraints can ignite creativity, comparing children who produce better art with limited supplies to organizations that innovate within boundaries. She pointed out that major failures like the 2008 financial crisis and the 9/11 attacks were tied to a lack of imagination and unpreparedness for unexpected events. Imagination for Effective Planning Michael and Rebecca discussed how imagination can help leaders plan for multiple scenarios, both positive and negative. They emphasized that envisioning different futures calms the nervous system and prepares people for surprises. Michael encouraged leaders to think beyond worst-case scenarios, exploring opportunities for growth and using positive goal-setting to shape desired outcomes. Imagination in Strategic Decision-Making Rebecca emphasized the need to align emotions with rational decision-making and create compelling shared visions that motivate people. She argued that imagination should be treated as a serious, forward-looking tool rather than relying only on traditional approaches that analyze past performance. Imagination not only makes strategy development more effective but also more engaging and enjoyable. Website and Merchandise Rebecca shared details about her work and invited listeners to visit RebeccaSoutherns.com, where they can explore free resources and her "Possibility Packs," merchandise designed to spark imagination. Dr. Rebecca Sutherns – Imagination Strategist for Purpose-Driven Leaders Rebecca Sutherns, Ph.D., is the CEO and Founder of Sage Solutions, where she helps purpose-driven leaders close the gap between what matters most to them and what they actually do. With more than 27 years of global experience as a bestselling author, master facilitator, and coach, Rebecca is known for turning imagination into a strategic advantage. She brings analytical rigor, warm energy, and adaptability to strategy, governance, and decision-making. Her work began with a simple but powerful observation: many leaders stay stuck in past patterns, overlooking new possibilities. She discovered that a “failure of imagination” is often the hidden reason behind team misalignment and even global challenges. Today, she equips Boards and executives to distinguish what is fixed from what is flexible as they shape the future in times of rapid change. Through her ELASTIC framework, Rebecca helps non-profit leaders reimagine their next chapter with creativity and clarity. Whether through strategic planning facilitation or her innovative Possibility Packs, she champions imagination as a learnable skill and a collective practice—helping leaders co-create vivid mental pictures of what's possible and proactively "dent the world."

Financial Planning Inspired by Divorce Dr. Nick opens up about his family's financial struggles after his parents' divorce, and how those early hardships shaped his mission to become a financial planner. Watching his mother juggle multiple jobs gave him the drive to help others avoid similar pain. Having walked through divorce myself, I connected deeply with his story and the importance of financial clarity during life's toughest moments. The Power of Compounding and Clear Goals We also talk about redefining financial priorities and how even small, consistent steps add up through the magic of compound interest. Dr. Nick recalls being introduced to the concept at 16 by a golf course owner named Rex—an experience that ultimately launched his career in finance. Lessons from the Golf Course Our conversation turned to the lessons you can pick up from unexpected places—like working at a golf course. For me, it was a front-row seat to observe how wealthier individuals handled themselves, and a reminder that humility in tasks like picking up garbage can lead to life-changing opportunities. Mindset and the Success Journey Mindset is everything. Dr. Nick and I discussed how money matters, but intentional living and meaningful relationships are what create lasting fulfillment. We explored the balance between career satisfaction, financial stability, and well-being—emphasizing that true success isn't measured solely in dollars. Aligning Happiness with Financial Goals One of the biggest takeaways from our conversation is that happiness looks different for everyone. Aligning your financial plan with your unique values and goals is essential. Dr. Nick warned about the trap of social media comparisons, reminding us that joy doesn't come from external approval but from understanding what really matters to you. Rethinking Retirement We also unpacked modern retirement. It's no longer about quitting work altogether—it's about creating space for consulting, passion projects, or part-time work. Both Dr. Nick and I agree that knowing yourself and planning ahead can help avoid impulsive decisions and ensure a fulfilling later chapter in life. Understanding Financial Values Through Reflection Dr. Nick's book is designed to help readers identify their strengths, weaknesses, and money stressors through reflection. By connecting financial strategies to core values, readers can create a more intentional and fulfilling financial plan. He even offers a free downloadable chapter on compounding at richbychoicebook.com. I strongly encourage you to grab it, dive into the exercises, and start clarifying your own path to financial freedom. Dr. Nicholas Michels knows what it's like to start with nothing. Growing up in a trailer park, he charted an extraordinary journey — becoming a professional athlete, bestselling author, and one of the most trusted voices in wealth and life planning. As Founder of Michels Family Financial and creator of the Rich by Choice movement, Nicholas has spent more than 20 years guiding thousands toward lasting stability, confidence, and peace of mind. His approach goes far beyond spreadsheets — blending behavioral psychology, faith-based principles, and practical financial strategies to help families design lives rooted in purpose and values. Before launching his firm, Nicholas played professional basketball overseas and earned elite credentials including CERTIFIED FINANCIAL PLANNER™ and CERTIFIED PRIVATE WEALTH ADVISOR®. Today, his Amazon bestselling book Rich by Choice has inspired readers worldwide, and his voice has been featured in major media as a passionate advocate for financial literacy, mindset growth, and values-driven success. Signature Speaking Topics: Financial Happiness: Why peace matters more than portfolio size The $8 Million Lesson: Walking away from the deal that didn't align with the mission Marriage & Money: Turning conflict into deeper connection If you're looking for a conversation that inspires action, challenges old money stories, and leaves people empowered to build wealth and a meaningful life — Nicholas delivers every time. Free Resource:  https://RichByChoiceBook.com Book:  Rich By Choice Website:  https://michelsfamilyfinancial.com    

Struggling with costs in your healthcare organization? Reach out to Michael.  Click Here for more info In this insightful conversation, Michael D. Levitt, Founder and Chief Burnout Officer of the Breakfast Leadership Network, sits down with Cary Sparrow, founder of Wagescape, to explore the turbulent evolution of the modern labor market. Adapting to a Rapidly Changing Workforce Cary reflects on the past decade of transformation in employment trends, driven by the pandemic, artificial intelligence, and wage inflation. He compares leading through these changes to navigating whitewater rapids — requiring adaptability, clear focus, and quick course corrections. Over ten years, Wagescape has grown by bringing transparency and real-time insight to the labor market, helping businesses make smarter workforce decisions. AI's Uncertain Future Path Michael and Cary dive into the unpredictable trajectory of artificial intelligence, drawing parallels to the early dot-com era. With two AI patents under his belt, Cary shares that while AI's potential is enormous, not all current initiatives will endure. Both agree that innovation often comes from unexpected sources — not just the big tech players dominating the headlines. Implementation and Strategic Caution Cary shares a story about a promising AI project that quickly became obsolete due to rapid advancements. Together, he and Michael discuss the importance of balancing early adoption with strategic caution, particularly in fields like hiring and finance, where AI's cost-saving appeal must be weighed against the need for accuracy and accountability. AI Meets Healthcare and Employment Drawing on his background in healthcare leadership, Michael recalls working with an ethics officer who helped make tough medical decisions using data-driven insights. He compares this to how AI could analyze healthcare and employment statistics while maintaining human oversight. He suggests that large language models could forecast labor trends over the next 6 to 12 months — a potential game-changer for workforce planning. The Future of Hiring and Education Cary and Michael examine the increasing demand for data-informed hiring, where AI serves as a predictive enhancement rather than a replacement. They discuss how universities must evolve their curricula to align with shifting market skills, and how business leaders often struggle to trust data that challenges traditional gut instincts. Evolving Data Resistance Cary highlights a cultural shift: clients are no longer rejecting data outright but are instead asking smarter questions about its sources and implications. This evolution reflects a growing collaboration between data providers and decision-makers — a key step toward data literacy and trust. As industries accelerate toward an AI-integrated future, this episode offers grounded, real-world insight into how leaders can adapt, stay curious, and lead through uncertainty.   About WageScape (formerly Greenwich.HR) At WageScape, we believe leadership begins with clarity—and clarity comes from having the right data at your fingertips. We empower businesses to focus on what matters most: solving complex problems, leading with vision, and creating impact—while we provide the most comprehensive, real-time labor market data to fuel those decisions. As CEO, my role is centered on building deep, values-driven partnerships with our clients—relationships rooted in trust, transparency, and a shared commitment to innovation. I bring over 35 years of leadership experience across engineering, the military, consulting, and operations, all focused on tackling big challenges and driving sustainable growth. Our team at WageScape is united by a mission: helping organizations make smarter, faster decisions in an $80 trillion global economy. What Sets WageScape Apart: ✅ Trusted by Global Leaders We're proud to serve some of the most respected organizations in the world—Walmart, Aon, Stanford University, Yahoo Finance—offering labor market insights that drive clarity, strategy, and results. ✅ We Don't Just Provide Data—We Build Partnerships Whether you're a consultant, enterprise tech firm, financial institution, or developer, we collaborate closely to help you achieve transformational outcomes. ✅ Global-Scale Intelligence, Real-Time Precision Using patented AI, our datasets—updated continuously from 5.6 million hiring organizations in 210 countries—equip teams with the speed, scope, and scale to lead confidently. ✅ Powering Innovation and Market Readiness Our data fuels everything from predictive market modeling to product innovation and workforce planning—unlocking trends before they hit, and enabling bold, informed decisions. Impact That Speaks Volumes

Preventing Burnout Through Embodiment In this episode, I sit down with Julius, a leadership coach who knows firsthand what burnout feels like from his years in management consultancy. Julius shares how embodiment practices and organizational behavior can bridge the gap between what we know about burnout and what we actually do to prevent it. By tuning into body awareness and reconnecting with our physical vitality, leaders can develop practical ways to manage stress and protect their energy. Understanding and Preventing Burnout Julius and I opened up about our personal experiences with burnout, from sleepless nights and rising anxiety to withdrawing from activities that once brought joy. I emphasized the importance of digging into the deeper motivations that fuel burnout, while Julius outlined his approach using gestalt therapy and embodiment practices to restore balance and resilience in leaders. Balancing Emotions in Leadership Julius shared a story about coaching a leader to find the right balance between professional composure and authentic emotional expression. Rather than shutting down emotions, he helps leaders integrate them into healthier ways of working. I reflected on the historical challenges female leaders have faced and highlighted the urgent need for better leadership training that supports both emotional skills and professional growth. Enhancing Leadership Through Practical Skills We both agreed that leadership demands more than theory. Universities often miss the mark by not equipping students with the life skills they will actually need in the workplace such as emotional regulation, communication, and professional behavior. Together, Julius and I explored how these skills could reshape both education and organizational success. Self-Awareness in Leadership Development A key theme in our conversation was self-awareness. Julius and I discussed how clarity on personal values, needs, and goals drives more meaningful action and prevents burnout. I shared my own journey of recovery, where asking “why does this matter to me?” shifted everything. Julius emphasized that while organizations may fear the vulnerability that comes with self-exploration, the real risk lies in avoiding it altogether. Self-Regulation and Organizational Development Julius introduced his 4A model which stands for awareness, attraction, action, and alignment. This practical framework supports self-regulation and leadership growth. I recalled my time at Daimler-Benz, where inviting outside perspectives into project debriefs expanded capacity and improved results without additional hiring. Both of us stressed that feedback and reflection are non-negotiable for personal and organizational growth. The Value of Dialogue in Leadership Julius highlighted dialogue as a cornerstone of healthy organizations, helping leaders and teams release pressure and broaden perspective. I agreed, noting that genuine communication tears down silos and prevents misunderstandings before they grow into bigger issues. Embodied Leadership in Action To close, we explored Julius's work on embodied leadership and how listeners can learn more. If you want to deepen your leadership through embodiment, you can connect with Julius through his website or LinkedIn. Julius went from executive burnout in high-pressure tech environments to pioneering Embodied Leadership, a method that blends psychology, neuroscience, and somatic practices. As founder of the Alive School of Embodied Leadership & Transformation in Berlin, he helps leaders from startups to global enterprises sustain performance without burning out. A published author and Harvard Business Manager contributor, Julius shares practical “bodyhacks” and strategies to move from leadership frustration (Führungsfrust) to leadership joy (Führungslust). His approach offers listeners actionable tools to prevent burnout and thrive.

In this inspiring episode of the Breakfast Leadership Show, host Michael D. Levitt sits down with Daniel McDavid, founder of Move Mountains Credit Repair, to discuss how faith, financial resilience, and ethical leadership can help people overcome credit challenges and step confidently into entrepreneurship. Founded in 2024 in Southern California, Move Mountains Credit Repair was built on one clear mission — to empower Christian W2 workers and aspiring entrepreneurs to rebuild their credit, access funding, and form the financial foundation they need to achieve their dreams. Daniel shares the story behind his company's founding, the why that drives their mission, and how his team combines professional credit repair, LLC formation, and business funding readiness to help clients rise above past setbacks. This conversation dives deep into how purpose-driven leadership transforms industries that often lack integrity — and how ethical credit restoration can become a vehicle for both personal and spiritual renewal.

Leaders often believe they're making the most of their time, but the reality is different. Hours slip away in meetings that don't move the needle, endless follow-ups, and decision bottlenecks that stall progress. In this episode of the Breakfast Leadership Show, we break down where time gets lost and how the right mix of technology and culture can help leaders reclaim it. You'll learn: The most common ways leaders unknowingly waste time. How dashboards, automation, and streamlined systems reduce unnecessary follow-ups and delays. Why creating a time-respecting culture is as important as adopting new tools. Practical steps to cut wasted hours and boost team productivity. The takeaway? Reclaiming time isn't about doing more — it's about doing less of what doesn't matter, and focusing on what does. Tech helps you work smarter, but culture ensures those gains last.   Article:  https://www.breakfastleadership.com/blog/why-leaders-waste-more-time-than-they-think-and-how-tech-fixes-it Need help with your Workplace Culture? Find out More  

In this episode, Michael sits down with Kym to talk about how businesses can not only survive but thrive with artificial intelligence. After her company lost 80% of its revenue due to executive orders, Kym led a bold pivot into AI. She shares how her team automated workflows, cut costs, and freed up resources to launch new ventures. Michael points out why this kind of hands-on experience sets her apart in guiding other organizations through AI transformation. Why Strategy Matters Did you know that 95% of AI implementations fail? Michael and Kym dig into the reasons why. Too many organizations jump in without understanding their current systems, creating more chaos instead of solutions. The two stress the importance of starting with an AI audit—identifying inefficiencies and revenue leaks—before ever choosing a tool. AI and Organizational Insight Michael and Kym highlight the gap between executive views and front-line experiences. By listening to employees who work closest to the systems, leaders can uncover real bottlenecks and opportunities. They argue that AI should enhance processes, not replace people, and that smart adaptation to current economic conditions matters more than long-term guesswork. Addressing Employee Concerns Kym addresses the fear of AI taking jobs. Instead, she frames AI as a companion—augmenting employees' abilities and giving them space for creativity and productivity. Michael adds that when used wisely, AI helps businesses find new growth opportunities and sharpen their focus. Both stress the importance of thoughtful planning, privacy safeguards, and data responsibility. Technology's Broader Impact The conversation also explores how innovations like predictive analytics are already woven into everyday life, from mortgages to personalized ads. Michael emphasizes using technology to increase efficiency and create meaningful work, while also recognizing the ongoing debates around privacy and data use. Skills That Transfer Kym also shares how her background in nursing shaped her approach to consulting, underscoring the power of transferable skills. She encourages listeners to examine their own roles, projects, and metrics for growth opportunities. Michael closes by highlighting Kym's expertise and her commitment to helping businesses and communities adapt to an AI-driven world. About Kym Ali Kym Ali is an award-winning Registered Nurse, dynamic speaker, and CEO of Kym Ali Consulting, a boutique firm specializing in leadership development, workplace wellness, coaching, and AI-driven solutions for modern leaders. With more than 20 years of nursing experience — including five years abroad helping launch Qatar's first Women's and Children's Hospital — Kym brings a rare global perspective to building healthy, high-performing organizations. Her expertise has been trusted by federal agencies, Fortune 500 companies, and global institutions like the Department of Health and Human Services, Pfizer, Stanford University, and Meta, where she has consistently earned client satisfaction ratings above 96 percent. Recognized as a 2024 Enterprising Woman of the Year, recipient of a Maryland Governor Citation, and ranked among the Top 25 Speakers of 2023, Kym blends proven leadership strategies with AI innovation and wellness practices to help leaders prevent burnout, navigate uncertainty, and inspire engaged, motivated teams. LinkedIn - https://www.linkedin.com/in/leadershiptransformer/  

Journey from Burnout to Transformation with Michael Shaw In this episode of the Breakfast Leadership Show, I sat down with Michael Shaw, a mindset coach who knows firsthand what it's like to climb the mountain of achievement, only to find emptiness at the summit. Michael's story is one of relentless drive—building and selling fitness businesses, excelling in competitions, and constantly chasing that next big win. Yet behind the accolades lived an undercurrent of anxiety and the haunting belief of never being enough. His breaking point came through emotional collapse, a moment that forced him to dismantle old belief systems and rebuild his life with clarity, resilience, and alignment. Overcoming Unfulfillment in Success Michael and I unpack the paradox of high achievers who look successful on the outside but feel unfulfilled within. He shared the story of a businesswoman who overcame financial struggles to hit impressive revenue milestones, only to realize tenacity without alignment doesn't guarantee joy. Burnout, as Michael reminds us, often stems from a misalignment between our actions, values, and identity. The cure isn't just time off—it's reconnecting with who we truly are. Understanding and Addressing Burnout We also explored Michael's personal encounter with burnout. Poor boundaries and unhealthy habits played a role, but the deeper issue was misalignment. Taking a vacation wasn't enough—it took honest reflection on his motivations and alignment with his current goals. Michael emphasizes that recovery requires slowing down, seeking feedback from trusted advisors, and courageously reassessing one's path. Identity Transformation Through Mindset Mastery Michael introduced his Mindset Mastery Method, which revolves around five pillars: revisiting trauma, awareness, rewiring beliefs, alignment, and activation. At the heart of this method is alignment—living in congruence with one's core values and chosen identity. He stressed the importance of crafting an “I AM Declaration,” a personal anchor that drives both growth and fulfillment. Career Transition and Belief Transformation Michael also reflected on his own career shifts—from accounting to marketing—choosing creativity and joy over routine. Through coaching, he helps clients identify and release limiting beliefs that weigh them down, replacing them with empowering ones that fuel breakthroughs. Leadership Alignment and Self-Realization We talked about leadership, self-doubt, and how misalignment trickles down into organizations. Michael cited T-Mobile's success under Mike Sievert as an example of how self-realized leaders fuel thriving companies. When leaders shift from surviving to thriving, the entire culture benefits. From Burnout to Aligned Leadership Michael views burnout not as a failure but as a portal to transformation. He generously offered listeners two free resources: his Fear to Freedom Formula and a complimentary 60-minute Mastery Mindset Breakthrough Session. Listeners can DM him the word FREEDOM on Instagram to access these tools. If you're a high achiever running on empty or a leader carrying the weight of misalignment, this conversation will inspire you to step into clarity, alignment, and authentic growth. Instagram:  https://www.instagram.com/michaelshaw.mindset This episode's partner is MRPeasy.  Link to sign up:  https://try.mrpeasy.com/rzhgcr9jcov5   The AI-powered MRP software for small manufacturers Ideal for companies with 10 - 200 employees MRPeasy is a seriously powerful yet easy-to-use manufacturing software. It gives you everything you need to manage your manufacturing and distribution.    

Struggling with costs in your healthcare organization? Reach out to Michael.  Click Here for more info In this episode, we unpack key findings from Gartner's Q4 2025 Report, revealing how adaptive leadership is redefining success in today's volatile workplace. From the collapse of annual planning cycles to the rise of “strategy sprints” and AI-driven decision support, leaders are being challenged to stay agile without burning out their teams. We share insights on: Why continuous adaptation now outperforms rigid long-term plans How AI can enhance, not replace, human judgment The role of psychological safety in resilient organizations Practical ways to embed adaptability into daily leadership Discover how to lead with calm focus amid chaos — and why adaptive leadership is the essential skill for 2026 and beyond. Read the full article: Adaptive Leadership in a Volatile World More insights at BreakfastLeadership.com/blog  

A 2-minute guided mindfulness reset designed to help you pause, breathe, and reconnect with gratitude in the middle of your day. Narrated with a warm, calming voice and soft ambient background.

Imagine an engineer who's gone from writing code to building a venture-backed startup—now creating AI-powered tools tailored for fashion brands in New York. That's Harish Chandramowli, Co-Founder of Flaire. His journey is a compelling example of the kind of leadership, innovation, and resilience we highlight on the Breakfast Leadership Show. With a twelve-year engineering career at organizations like MongoDB, Bloomberg, and Johns Hopkins, Harish made the leap into entrepreneurship by co-founding Flaire—an ERP platform that fuses artificial intelligence with user-centered design for retail. What makes Harish's story stand out is his ability to blend deep technical expertise with the gritty, hands-on realities of scaling a business. Whether he's designing smarter code-review workflows (like Greptile, which dramatically reduces dev feedback cycles) or jumping into client sales conversations, Harish brings a unique perspective. He's learned firsthand how to build high-performing remote teams rooted in trust, and how small, strategic process bets can drive sustainable growth. LinkedIn: https://www.linkedin.com/in/scharish/ Website: https://Flairesoftware.com This episode's partner is MRPeasy.  Link to sign up:  https://try.mrpeasy.com/rzhgcr9jcov5   The AI-powered MRP software for small manufacturers Ideal for companies with 10 - 200 employees MRPeasy is a seriously powerful yet easy-to-use manufacturing software. It gives you everything you need to manage your manufacturing and distribution.  

In this episode of the Breakfast Leadership Show, Michael sits down with Mike Goldman to challenge the status quo of performance management. Traditional reviews often disengage employees and hinder organizational progress. Instead, Mike shares why leaders must focus on people growth as the true driver of profit. They dive into the concept of “high-performance math” — showing that investing in top performers yields the greatest returns. Too often, leaders spend energy on underperformers while high performers walk away due to toxic culture or poor management. Mike also introduces his simple talent management framework, designed to replace outdated annual reviews with ongoing coaching, accountability, and development. His insights, drawn from his latest book, stress the importance of making tough calls, avoiding mediocrity, and building an environment where employees actually look forward to work. A must-listen for leaders ready to transform how they grow and retain talent. https://StrengthOfTalent.com Podcast:  https://podcasts.apple.com/us/podcast/the-better-leadership-team-show/id1670173291 Website:  https://www.mike-goldman.com/ Instagram:  https://www.instagram.com/mikegoldmancoach LinkedIn:  https://www.linkedin.com/in/mgoldman10/

Active Listening in Leadership Michael and Mick explored why active listening is at the core of great leadership. Rather than listening just to reply, they emphasized listening to truly understand — making people feel seen and valued. Mick shared a recent insight from the “experience revolution,” where 75% of client satisfaction is based on how people feel, not just on what gets done. Together, they highlighted how leaders can build stronger teams by asking questions like, “What are you proud of that we may not be recognizing?” Loyalty Beyond Reason in Hospitality Michael reflected on his personal loyalty to certain hotels, often choosing them over more convenient options. He compared this to sports stadiums and entertainment venues that deliver unforgettable experiences, inspiring loyalty that defies logic. Mick expanded on this concept of “loyalty beyond reason,” sharing lessons from global stadium designers who helped shape experiences for the World Cup and Olympics. Experiences Over Material Possessions Michael shared how he and his wife prioritize experiences over material goods, recognizing that memories last far longer than products like appliances or smartphones. Experiences spark creativity, curiosity, and joy, and he explained how leaders who design meaningful client experiences not only enrich their work but also strengthen long-term relationships and outcomes. Harmony in Work and Life Mick reframed the common idea of “work-life balance” into a broader vision of life integration. He encouraged leaders to step away from rigid linear thinking and embrace space for creativity and lateral ideas. With finite time, he advised finding mentors who offer honest feedback and guidance. Michael echoed these insights, noting that harmony — not balance — is what allows people to thrive personally and professionally. Embracing Challenges for Personal Growth The conversation turned to resilience and growth under pressure. Michael stressed the importance of focusing on what can be controlled — mindset, habits, and health — while Mick used his “orange juice” analogy to illustrate that how we respond to challenges reveals our preparation. Both agreed that being challenged is vital to staying relevant and avoiding stagnation, especially when surrounded by people who care enough to push us forward. Networking and Next Steps To close, Michael and Mick discussed ways listeners can continue learning from Mick's work through his Instagram, LinkedIn, and website. The conversation underscored how leadership rooted in listening, loyalty, and life integration can transform both personal growth and organizational success. Website:  https://www.2blimitless.com/ LinkedIn:  https://www.linkedin.com/in/mick-todd-a887b313/ Instagram:  https://www.instagram.com/2blimitless/?hl=en