Breakfast Leadership

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Helping leaders like YOU reduce stress and prevent burnout, so that you can focus on what REALLY matters Most! We interview global thought leaders, entrepreneurs, and marketing experts to show the audience the right steps (no shortcuts!) to grow your business and your life.

Michael Levitt & C-Suite Radio


    • Jan 26, 2026 LATEST EPISODE
    • weekdays NEW EPISODES
    • 24m AVG DURATION
    • 1,007 EPISODES

    5 from 63 ratings Listeners of Breakfast Leadership that love the show mention: michael has a great, burnout, takeaways, self care, success, audience, great way, useful, actionable, good stuff, morning, inspiration, unique, insights, loved, guests, information, start, highly recommend, different.


    Ivy Insights

    The Breakfast Leadership podcast is an exceptional show that offers valuable insights and practical advice on leadership, burnout prevention, self-care, and personal growth. Hosted by Michael Levitt, this podcast stands out due to his engaging personality and strong personal experiences that he brings to each episode. His firsthand knowledge allows him to speak into the lives of others and provide support not just within his community but well beyond as well. It is evident that Michael's expertise and passion shine through in his solid work as a podcast host.

    One of the best aspects of The Breakfast Leadership podcast is the fascinating and distinct individuals that Michael continuously brings onto the show. The interviews are always thought-provoking and leave listeners with something new and valuable to take away. Michael's ability to curate opportunities with interesting guests and engage them with verve and insight truly sets this podcast apart. Additionally, the show covers a wide range of topics, making it relevant to a diverse audience. The episodes are also of a great length that allows for ample content to be shared while remaining easily digestible.

    While it is challenging to pinpoint any major negatives about The Breakfast Leadership podcast, if any criticism could be given, it would perhaps be that some topics discussed may not resonate with all listeners. However, given the wide variety of subjects covered on this show, there is plenty for everyone to find value in. Moreover, Michael's approachable hosting style ensures that even if certain topics may not initially pique your interest, you will still find yourself captivated by the conversations taking place.

    In conclusion, The Breakfast Leadership podcast stands out among other leadership podcasts due to its engaging host, insightful guests, diverse range of topics covered, and actionable advice shared throughout each episode. Michael Levitt has created a standout platform where listeners can gain valuable knowledge and practical tips for living a fulfilling life both personally and professionally. Whether you are a leader looking for guidance or simply someone interested in personal growth, The Breakfast Leadership podcast is a must-subscribe show that will inspire and inform you on your journey.



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    Latest episodes from Breakfast Leadership

    Why Productivity Fails Without Flow States | Steven Puri on Focus, Remote Work, and Sukha

    Play Episode Listen Later Jan 26, 2026 36:25


    Episode Overview In this episode, Michael sits down with Steven Puri, a former Hollywood studio executive turned founder of Sukha, to explore career reinvention, sustainable creativity, and the science behind focus and flow. Drawing from Steven's journey through the film industry and his transition into building tools for deep work, the conversation uncovers practical strategies for productivity, work-life balance, and long-term creative success. From Hollywood Sets to Studio Executive Leadership Steven and Michael begin by unpacking Michael's career trajectory in the film industry, from working directly on major motion pictures to stepping into senior executive leadership. Michael shares stories from his time collaborating with renowned directors and how those formative experiences shaped his understanding of storytelling, leadership, and execution. His career evolved into executive roles at DreamWorks as Executive Vice President, where he oversaw high-profile projects including Transformers and Fringe, and later as Vice President at 20th Century Fox, managing large-scale summer action franchises. These experiences laid the foundation for his later work in leadership, burnout prevention, and performance. Crafting Success Through Sustainable Creative Environments Steven shares insights from his own career about the importance of craftsmanship and sustainability, particularly for writers and creative professionals. Rather than relying on bursts of inspiration, he emphasizes designing environments that consistently support deep focus and high-quality output. He highlights examples of successful creatives who intentionally tied their work to specific locations, including writing teams who returned to the same villa in Puerto Vallarta or repeatedly booked the same room at the Universal Hilton to trigger a focused mental state. Steven encourages listeners to identify or create their own dedicated spaces that signal it is time to do meaningful work. Remote Work Rituals and Focus Michael reflects on his early experience working remotely as far back as 2007, long before remote work became mainstream. He explains how he established rituals to mentally transition into and out of work, including maintaining a dedicated workspace, dressing as if going to an office, and even using intentional entry and exit routines to mark the workday. Steven connects this to his own writing on the concept of “commuting to your home office,” reinforcing how rituals can replace the psychological cues that traditional offices once provided. Work-Life Balance, Boundaries, and Productivity As a father and entrepreneur, Michael shares how he learned to balance presence with productivity. He discusses setting clear boundaries during work hours while remaining fully engaged with his children outside of them, a strategy that helped him avoid burnout while maintaining performance. The conversation moves into procrastination and task management, with Michael explaining how breaking large projects into smaller, manageable steps helps reduce resistance. Steven adds insights from his work with Sukha, noting that limiting visible tasks to just three at a time can significantly improve focus and execution. Flow States and High Performance The episode concludes with a deep dive into flow states, drawing on the research of psychologist Mihaly Csikszentmihalyi. Steven and Michael explore how elite performers across industries enter flow and the conditions required to sustain it. Steven shares a pivotal personal experience of entering a deep flow state during a flight, which ultimately inspired the creation of Sukha. The company's name itself came from a user who described how the tool helped them find balance between meaningful work and family life, perfectly capturing the mission behind the platform. Key Takeaways Sustainable success is built through intentional environments and rituals, not constant hustle Flow states can be designed, not left to chance Clear boundaries support both productivity and well-being Limiting task overload is a powerful antidote to burnout and procrastination For more information on Steven Puri and his work, visit https://thesukha.co or reach out directly at https://www.thesukha.co/media    

    Deep Dive: How do Americans use dopamine fasting to address digital overstimulation and burnout?

    Play Episode Listen Later Jan 23, 2026 13:43


    Urban residents are increasingly adopting dopamine fasting as a structured way to disconnect from the constant noise of modern life. In cities like Austin, New York, and Cleveland, residents utilize this practice to seek relief from digital distraction and overstimulation. According to the sources, here is how urban residents use these techniques to address overstimulation and burnout: Intentional Breaks from High-Stimulus Activities Residents in top-ranking cities for this trend engage in intentional breaks from activities associated with instant gratification. Rather than a literal "reset" of brain chemistry, the practice is focused on reducing the frequency of dopamine spikes triggered by modern behaviors. Common strategies include: Digital Detoxes: Taking multi-day or week-long breaks from social media and video gaming to break compulsive reward-seeking loops. Dietary and Lifestyle Changes: Avoiding sugary snacks, processed foods, and alcohol as part of a broader effort to manage stimulation. Reengaging with Low-Stimulus Activities: Using the time gained to focus on nature, reading, or direct social connection, which provides deeper satisfaction than digital inputs. Combatting Burnout and Enhancing Focus Urban residents utilize these breaks specifically to combat the "constant connectivity" that leads to burnout. By stepping away from incessant stimulation, they aim to achieve several psychological benefits: Mental Clarity and Productivity: Participants report increased focus and executive function, which are essential for navigating demanding urban work environments. Emotional Regulation: The practice is linked to improved mood, reduced anxiety, and a decrease in symptoms of depression. Present-Moment Awareness: By removing digital distractions, residents find they can cultivate greater mindfulness and intentional living. Integration into Workplace Culture The trend is also being recognized as a tool for holistic wellness in professional settings. Leaders and HR professionals are encouraged to support employees in setting boundaries with technology and taking intentional breaks to support long-term well-being and build healthier workplace cultures. Expert Cautions on Implementation While many see it as a healthy practice, experts in the sources suggest that the most effective way to address burnout is through moderation and purposeful reduction rather than total deprivation. Taking the practice to extremes can lead to isolation or decreased life satisfaction; therefore, it is often recommended as a component of a balanced lifestyle rather than a rigid "fast". Analogy for Understanding: Think of dopamine fasting like letting an overheated engine idle. The goal isn't to remove the oil or fuel (the dopamine) which the engine needs to run, but rather to stop redlining the motor so it can cool down and operate efficiently again without burning out. Link to research:  https://www.breakfastleadership.com/blog/why-dopamine-fasting-is-trending-across-american-cities-and-what-it-means-for-mental-clarity-focus-and-behavioral-health  

    Episode 1000 of the Breakfast Leadership Show

    Play Episode Listen Later Jan 21, 2026 0:02


    Breakfast Leadership Show Celebrates 1000 Episodes Michael hosted the 1000th episode of the Breakfast Leadership Show, expressing gratitude to listeners, guests, and the team for their contributions over the past 9 years. He emphasized the importance of being authentic and sharing one's unique perspective, noting that the show provides a safe space for guests to share their expertise and personal challenges. Michael also thanked the technical team, vendors, and sponsors for their support in making the show a top global and California leadership podcast. Embracing Change and Leadership Growth Michael reflected on his personal journey and encouraged listeners to embrace change, sharing his willingness to support others in their own transformations. He expressed gratitude for reaching 1,000 podcast episodes, emphasizing his mission to help people become better leaders and improve workplace cultures. Michael also shared his plans to continue the podcast, promising to refine and enhance its value, and invited listeners to provide feedback or suggest future guests. Visit https://BreakfastLeadership.com/blog for articles on business, entrepreneurship, and efficiencies Burned out?  Get help NOW! https://FreeFromBurnout.com Does your workplace culture suck? You're not alone.  Be part of a community to help navigate toxic workplaces:  https://Community.BreakfastLeadership.com  

    Frequency Resonance Transformation with Karen Cheong

    Play Episode Listen Later Jan 19, 2026 35:45


    In this episode of the Breakfast Leadership Show, I sit down with Karen Cheong, founder of Spherical Luminosity, to unpack the Frequency Resonance Transformation Process and what it means for leaders striving to operate at their highest potential. Karen's work centers on helping individuals shift their frequency resonance so they can access more empowered versions of themselves, reorganize their reality, and create meaningful transformation across every domain of life. Karen also highlighted the importance of supporting positive creators by rating and reviewing the content that resonates with you. Her encouragement reflects the spirit of gratitude and growth that drives this show forward. Distortion Patterns and How They Shape Your Reality Karen introduced a core concept she calls distortion patterns. These are the filters through which we interpret the world, often formed by early experiences, belief systems, or conditioned responses. She compared them to layers of duct tape, restricting our natural ability to experience abundance, clarity, and success. According to Karen, everything in existence vibrates at different rates, including our thoughts and consciousness. Distortion patterns emerge when that vibration slows down. By identifying and releasing these distortions, individuals can upgrade how they perceive the world and how the world responds to them. This shift can cascade into greater personal alignment and higher performance. Frequency Work and Transforming Personal and Professional Trajectories We discussed why leaders can excel in one area of life and still struggle profoundly in another. Karen shared the story of a client who, despite running a thriving business, hit roadblocks due to unresolved tension with a business partner. Through frequency work, targeted meditations, and releasing distortion patterns, the client experienced a dramatic shift. She repaired the partnership, regained stability, and improved business results without altering a single strategy. Karen's key message: when you raise your frequency resonance, your external world reorganizes to match it. Transformation starts from the inside out. Resonance Reboot in Leadership and Workplace Culture Karen and I explored how these concepts play out in workplace culture, especially for emerging managers who are navigating communication challenges for the first time. She shared a powerful personal example of a client whose entire life shifted after elevating her resonance, resulting in a stronger marriage and an unexpected new life chapter. To help listeners begin their own transformation, Karen generously offered a free Resonance Reboot Bundle, featuring three tools designed to help remove blocks and elevate resonance. I encouraged listeners to take advantage of this resource, because even a small shift in how you show up can create a ripple effect through your leadership, your relationships, and your organization. If this conversation resonated with you, consider subscribing, leaving a rating, and sharing this episode with someone who might benefit. The more we elevate our collective leadership frequency, the stronger our impact becomes. Website: https://www.sphericalluminosity.com/ Instagram: https://www.instagram.com/spherical_luminosity/# Facebook: https://www.facebook.com/SphericalLuminosity YouTube: https://www.youtube.com/c/SphericalLuminosity Karen Cheong is the visionary force behind Spherical Luminosity and an international pioneer of “frequency work”—helping self-aware change-seekers and boundary breakers transcend plateaus by releasing unconscious blocks at the quantum level. After she merged into the Oneness during a radically transformative 9-hour meditation, she accessed the quantum field directly and discovered her ability to facilitate transformation at the frequency level—far beyond traditional energy healing or mindset work. A law school graduate and successful real estate entrepreneur, Karen was called to sell her thriving San Francisco practice to focus on empowering people to remember they're infinite, indestructible consciousness having a human experience. Through her Group Frequency Calibrations®, live retreats, and Limitless Potential Mastermind®, she's guided thousands of clients worldwide to embody their authority as intentional co-creators of their reality. Karen's non-guru approach emphasizes education and self-empowerment, making advanced consciousness concepts practical and relevant—at this time in the evolution of human consciousness—for truth-seekers disenchanted with the status quo.

    Managing Tasks and Team Dynamics with Joel Hilchey

    Play Episode Listen Later Jan 16, 2026 29:51


    In this episode, Michael is joined by Joel Hilchey, an engineer turned training and development expert, to explore the realities of leadership for accidental managers. Hilchey discusses his book The Six and a Half Habits of Highly Defective Bosses, a guide that uncovers the challenges leaders face when transitioning from high performing individual contributors to effective team managers. Joel highlights the importance of managing both tasks and people. He explains that great leaders must balance short term project priorities with long term strategy, while also attending to immediate team dynamics and the larger arc of each team member's career development. Through personal stories, including one involving a former assistant, Joel illustrates how managers can better understand the aspirations of their teams and create meaningful support structures. Transforming a Toxic Healthcare Work Environment Michael shares a powerful real world example from his leadership journey in healthcare. He describes stepping into a clinic plagued with an 86 percent annual turnover rate and transforming it into a stable environment with only six percent turnover within a year. His approach included listening closely to the team, removing unnecessary obstacles, and making small but consistent improvements. Joel points out that this reflects research showing employees most often leave because of their relationship with management, not their peers. He emphasizes the concept of “de hassling” employees as a critical leadership practice that empowers people to do their best work. Lean Principles vs. Real Worker Efficiency Michael also reflects on Lean methodologies through a humorous and insightful hospital anecdote. A seasoned nurse, repeatedly told to move her equipment cart, finally threatened to use her access to needles if the relocation happened again. The directive immediately stopped. This moment illustrates that while Lean principles aim to streamline systems, leaders must recognize times when established worker routines already support peak efficiency. Forcing change without understanding context can undermine performance rather than improve it. Leadership Principles for High Performing Teams In their discussion of leadership essentials, Hilchey and Michael emphasize the importance of nurturing high performers instead of burning them out or discouraging them. They highlight the role of managers in understanding what their teams need to excel and the power of frequent, authentic recognition. Joel shares insights from The Six and a Half Habits of Highly Defective Bosses, urging leaders to take responsibility when mistakes occur, focus on solutions rather than blame, and cultivate environments where people can thrive. These principles, he explains, are foundational for building motivated and resilient teams. https://JoelHilchey.com  

    From Wall Street to Shanti Bhavan: Dr. Abraham George on Leadership, Purpose, and the Power of Service

    Play Episode Listen Later Jan 14, 2026 24:32


    Overview In this episode, Michael D. Levitt sits down with Dr. Abraham George, founder of the Shanti Bhavan Children's Project in South India. For more than 30 years, Abraham has dedicated his life to transforming the futures of children from families earning less than $5 per day. His school provides a 14-year residential education that begins in preschool and continues through college, ensuring students have the tools to break the cycle of poverty. Each graduate is asked to help 100 others, multiplying the impact of Shanti Bhavan's mission and creating a ripple effect across generations. The results speak for themselves: graduates have attended Ivy League universities and now hold positions at leading global companies. From Finance to Philanthropy Abraham shares his extraordinary transition from a successful finance career to social entrepreneurship. A pivotal experience in the Himalayas inspired him to dedicate his life to education and equality. He reflects on the meaning of true purpose and how many professionals eventually seek a deeper mission beyond financial success. His forthcoming book, Mountains to Cross, captures these lessons through dialogues with children, making profound life lessons accessible and deeply human. Redefining Philanthropy Abraham emphasizes that real philanthropy requires personal involvement, not just financial contributions. He outlines three types of wealthy individuals—those still building their wealth, those with moderate means who can start small projects, and those with great wealth who often contribute only financially. His message is clear: leadership and personal connection are vital in driving meaningful change. Even limited time spent with those in need can bring immense satisfaction and measurable impact. Resources and Upcoming Work Dr. George's story has been featured in the acclaimed Netflix documentary Daughters of Destiny, which earned both Academy and Emmy Awards. His upcoming book Mountains to Cross will be released in January. Learn more about his life's work at drabrahamgeorge.com. Listen and Learn: The power of education to lift entire communities How to align personal success with social purpose Practical wisdom on giving back meaningfully For more leadership and purpose-driven conversations, visit BreakfastLeadership.com/blog and tune in to the Breakfast Leadership Show wherever you listen to podcasts.   In this inspiring episode of the Breakfast Leadership Show, Dr. Abraham George joins Michael D. Levitt to explore how purpose-driven leadership can transform lives and communities. Before founding the renowned Shanti Bhavan Children's Project, Dr. George built a successful career in international finance and investment management. His time in the corporate world shaped his understanding of ethical leadership, global inequality, and the moral responsibilities that come with success. Those insights would later compel him to dedicate his life and resources to social change. For nearly three decades, Dr. George has led Shanti Bhavan, an award-winning educational initiative that empowers children from India's most disadvantaged backgrounds to become leaders, innovators, and changemakers. His journey from the high-stakes world of finance to a life devoted to service offers profound lessons on compassionate leadership, perseverance, and purpose-driven transformation. In this conversation, Dr. George also shares insights from his upcoming book, Mountains to Cross, which explores the courage to lead with humanity and the unwavering belief in what's possible when we align success with service. Key Takeaways: How ethical leadership can drive meaningful social change. The intersection of financial success and moral responsibility. Lessons from three decades of empowering youth through education. The courage it takes to shift from ambition to altruism. Why hope and perseverance remain at the heart of true leadership. Links Mentioned: Learn more about https://www.drabrahamgeorge.com/about https://www.instagram.com/dr_abraham_george?igshid=YmMyMTA2M2Y%3D https://www.facebook.com/dr.abrahamgeorge?mibextid=LQQJ4d https://www.linkedin.com/in/abraham-george-519315274/  

    The Magic to Leadership Transformation Journey with Anders Hansen

    Play Episode Listen Later Jan 12, 2026 22:42


    In this episode, Anders Hansen shares his incredible evolution from performing magic to becoming a respected leader in personal development. He describes how reading The Power of Your Subconscious Mind shifted his understanding of human potential and set him on a path that eventually led to collaborating with Bob Proctor. Anders explains how these insights inspired him to create The Secret to Real Magic, a program that has helped thousands of clients and generated more than twelve million dollars in eight years. He reinforces the importance of aligning goals with deeper fulfillment, and how many people discover that the outcomes they chase are not always the ones they truly want. Business Illusions and the Path to Growth Anders breaks down the idea of illusions in business and how hidden limiting beliefs shape the way leaders think and act. Using the example of a multi dimensional domino brick, he illustrates how the mind fills in patterns based on assumptions rather than truth. He shares the five most common illusions that hold business owners back which include hustle and hype, luck, fear, lack and limitation, and the illusion of knowledge. Anders highlights that real change requires integrating knowledge into behavior and raising personal consciousness. Michael reflects on this idea and highlights how growth often emerges from challenging seasons. The conversation reinforces that goals should be rooted in desire and identity, not just performance metrics. Breaking Limiting Beliefs and Setting Bold Goals Michael and Anders explore how leaders can overcome self imposed limits. Michael shares his own journey of challenging income ceilings he once believed were fixed. They discuss the power of intentional affirmations, identity shaping goals, and learning from multiple motivational sources. The conversation provides practical tools for addressing negative thought cycles and cultivating a mindset that supports expansive possibility. Integrating AI and Human Leadership Anders offers a grounded perspective on the future of AI and leadership. He believes AI should amplify human strengths instead of becoming a substitute for them. Emotional intelligence and inner leadership will remain at the center of all high performance work. Anders also explains why his company shifted from online coaching to live experiential events. He believes that integration and genuine connection are fundamental human needs and essential for sustaining growth. He encourages listeners to begin with a free assessment designed to reveal hidden illusions and offers tools that help shift energy to support aligned goal creation. His message is clear. Information alone does not transform. Implementation does. Leadership Resources and How to Connect To explore Anders Hansen's work further, visit Instagram or Facebook and search for Real Anders Hansen. Comment with the words Breakfast Leadership to receive additional leadership and personal development resources mentioned in the show.   Anders Hansen: The Illusionist Who Turns Transformation Into Reality Anders Hansen is more than an internationally recognized illusionist—he's a 7-figure CEO and the creative force behind Real Magic LLC. With over 20 years of stage magic fused seamlessly with world-class personal development, Anders has redefined transformation by making it tangible, entertaining, and life-changing. As a protégé of Bob Proctor, Anders co-created The Secret to Real Magic program, guiding over 10,000 people—including countless entrepreneurs—to break through limitations and unlock extraordinary results. His signature Real Magic LIVE© experience blurs the line between a show and a seminar, turning abstract concepts into unforgettable moments of clarity. To date, this work has generated more than $12M in revenue, proving that transformation can be both magical and measurable. Today, Anders' mission is simple but powerful: to help high achievers create quantum leap breakthroughs so they can live happier, healthier, and wealthier lives.

    Deep Dive: When AI Becomes More Than a Tool — How AI Predictions from PwC Signal a New Era for Work, Culture, and Leadership

    Play Episode Listen Later Jan 9, 2026 14:57


    Introduction In this Deep Dive episode, we dive into PwC's latest AI Business Predictions — a roadmap offering insight into how companies can harness artificial intelligence not just for efficiency, but as a strategic lever to reshape operations, workforce, and long-term growth. We explore why “AI adoption” is now about more than technology: it's about vision, leadership, and rethinking what work and human potential look like in a rapidly shifting landscape. Key Insights from PwC AI success is as much about vision as about adoption According to PwC, what separates companies that succeed with AI from those that merely dabble is leadership clarity and strategic alignment. Firms that view AI as central to their business model — rather than as an add-on — are more likely to reap measurable gains.  AI agents can meaningfully expand capacity — even double workforce impact One bold prediction: with AI agents and automation, a smaller human team can produce work at a scale that might resemble having a much larger workforce — without proportionally increasing staff size. For private firms especially, this means you can “leapfrog” traditional growth limitations.  From pilots to scale: real ROI is emerging — but requires discipline While many organizations experimented with AI in 2023–2024, PwC argues that 2025 and 2026 are about turning experiments into engines of growth. The companies that succeed are those that pick strategic high-impact areas, double down, and avoid spreading efforts too thin.  Workforce composition will shift — rise of the “AI-generalist” As AI agents take over more routine, data-heavy or repetitive tasks, human roles will trend toward design, oversight, strategy, and creative judgment. The “AI-generalist” — someone who can bridge human judgment, organizational culture, and AI tools — will become increasingly valuable.  Responsible AI, governance, and sustainability are non-negotiables PwC insists that success with AI isn't just about technology rollout; it's also about embedding ethical governance, sustainability, and data integrity. Organizations that treat AI as a core piece of long-term strategy — not a flashy add-on — will be the ones that unlock lasting value.  What This Means for Leaders, Culture & Burnout (Especially for Humans, Not Just AI) Opportunity to reimagine roles — more meaning, less drudgery As AI takes over repetitive, transactional work, human roles can shift toward creativity, strategy, mentorship, emotional intelligence, and leadership. That aligns with your mission around workplace culture and “Burnout-Proof” leadership: this could reduce burnout if implemented thoughtfully. Culture becomes the strategic differentiator As more companies adopt similar AI tools, organizational vision, values, psychological safety, and human connection may become the real competitive edge. Leaders who “get culture right” will be ahead — not because of tech, but because of people. Upskilling, transparency and trust are essential With AI in the mix, employees need clarity, training, and trust. Mismanaged adoption could lead to fear, resistance, or misalignment. Leaders must shepherd not just technology, but human transition. AI-driven efficiency must be balanced with empathy and human-centered leadership The automation and “workforce multiplier” potential is seductive — but if leaders lose sight of human needs, purpose, and wellbeing, there's a risk of burnout, disengagement, or erosion of cultural integrity. For small & private companies: a chance to leapfrog giants — but only with clarity and discipline Smaller firms often lack the resources of large enterprises, but according to PwC, those constraints may shrink when AI is used strategically. For mission-driven companies (like yours), this creates an opportunity to scale impact — provided leadership stays grounded in purpose and values. Why This Topic Matters for the Breakfast Leadership Network & Our Audience Given your work in leadership development, burnout prevention, workplace culture, and coaching — PwC's predictions offer a crucial lens. It's no longer optional for organizations to ignore AI. The question isn't “Will we use AI?” but “How will we use AI — and who do we become in the process?” For founders, people-leaders, HR strategists: this is a call to be intentional. To lead with vision, grounded in human values. To design workplaces that thrive in the AI era — not suffer. Questions for Reflection  What parts of your organization's workflow could be transformed by AI — and what human strengths should those tools free up rather than replace? How might embracing AI shift your organizational culture and the expectations for leaders? What ethical, psychological, or human-impact considerations must you address before “going all in” on AI? As a leader, how will you ensure the “AI-generalists” — employees blending tech fluency with empathy, creativity, and human judgment — are cultivated and supported? How do you prevent burnout and disconnection while dramatically increasing capacity and output via AI? Learn more at https://BreakfastLeadership.com/blog Research:  https://www.pwc.com/us/en/tech-effect/ai-analytics/ai-predictions.html    

    Deep Dive: What Benefits Do Employees Actually Use?

    Play Episode Listen Later Jan 8, 2026 12:32


    In this episode, we dive into a game-changing Ivy Exec article exposing the gap between flashy workplace perks and what employees truly value for retention and satisfaction—think flexibility, mental health support, and financial security over office ping-pong tables. Core Shift in Benefits: Leaders waste budgets on trendy amenities while employees crave practical supports that ease daily stress, like usable PTO and hybrid work options. Top Used Benefits: Comprehensive health coverage, retirement matching, and simple-access mental health resources top the list, with high adoption when they're straightforward and stigma-free. Flexibility Wins: Predictable time off and work autonomy beat "unlimited PTO" policies that no one dares to use, directly impacting job choices. Key Takeaways Audit usage data to cut underutilized perks and fund high-impact areas like therapy stipends, debt assistance, and career coaching. Normalize mental health days and financial wellness programs to build loyalty amid burnout trends. Co-design benefits with employee input for relevance, plus clear communication to boost satisfaction.   Subscribe to The Breakfast Leadership Show for more on burnout-proof cultures. Share your top benefit in the comments—how does your workplace stack up? https://BreakfastLeadership.com/blog  https://FreeFromBurnout.com https://Community.BreakfastLeadership.com   Source: What Workplace Benefits Do Employees Actually Care ... https://ivyexec.com/career-advice/2025/what-workplace-benefits-do-employees-actually-care-about-and-use  

    Improving Healthcare Access and Quality with Dr. Julie Wilson

    Play Episode Listen Later Jan 7, 2026 22:18


    Improving Healthcare Access and Quality Dr. Julie Wilson, a family physician in British Columbia, joined Michael to discuss her work in transforming healthcare workplaces. Her organization now manages 20 clinics and supports more than 100 healthcare providers across the province. Julie shared her motivation to expand access and improve the quality of care, especially as BC faces the dual challenge of an aging population and rapidly growing immigrant communities. She emphasized the essential role of primary care in offering trusted guidance and stability for patients. Michael noted that stronger healthcare systems support healthier communities, which ultimately strengthens economic productivity and quality of life. The Healthcare Worker Shortage Crisis Michael and Julie explored the global shortage of healthcare workers, particularly physicians, which is placing immense strain on clinics and care systems. They discussed how rising patient volumes without matching compensation or support lead to burnout, turnover, and reduced quality of care. Julie highlighted the importance of creating supportive environments where healthcare professionals can practice in ways that align with their strengths and patient needs, rather than being restricted by rigid schedules or outdated expectations. AI Integration in Clinical Workflow Michael spoke about the importance of meaningful clinician–patient relationships, especially for individuals living with chronic conditions or complex medical histories. He reflected on the growing administrative burden clinicians face due to charting demands and documentation requirements, which often distract from patient care and contribute to burnout. Michael expressed optimism that AI integration into electronic health records could reduce these tasks and give clinicians more time with patients. Benefits of AI in Healthcare Documentation Julie and Michael discussed how AI can transform healthcare documentation. They noted that AI tools can improve the completeness and accuracy of patient records, reduce the hours clinicians spend on charting, and support better follow up and communication. Michael highlighted the potential for AI to uncover meaningful patterns in patient data that can ultimately improve outcomes. Both agreed that reducing administrative friction will allow healthcare professionals to focus more fully on the practice of medicine. Autonomy and Support in Clinical Settings Julie shared her philosophy for running medical clinics, grounded in autonomy, trust, and respect. She emphasized the value of listening to staff, providing emotional and operational support, and fostering a positive work culture. Michael added a personal example of creating a warm and welcoming atmosphere in one of his clinics, which aligned with Julie's approach. Together, they underscored that when employees feel heard and supported, they deliver better care and maintain higher levels of engagement. Website:  https://terranovamedical.ca LinkedIn:  https://www.linkedin.com/in/julie-wilson-4a25b4214/    

    Building Financial Freedom Through Tax-Optimized Real Estate Investing with Stewart Heath

    Play Episode Listen Later Jan 6, 2026 22:39


    Real Estate Syndication Investment Overview Michael and Stewart explored the world of real estate syndication and why it has become a practical alternative to traditional property ownership. They explained how 25 to 50 investors can pool their capital to purchase larger properties, giving individuals access to substantial real estate deals without managing the property themselves. Stewart pointed out that although real estate is generally less liquid than stocks, the future looks promising as tokenization grows and could make private deals more accessible within the next few years. Understanding Investment Risks and Rewards Michael and Stewart broke down the complexities of alternative investments, especially in areas like cryptocurrency and innovative financial models. Stewart explained SEC rules for accredited investors and shared that typical syndicate minimums start at $50,000, with $25,000 possible for new investor relationships. They highlighted the potential for recurring cash flow, attractive tax advantages, and average annual returns around 13.5 percent, with a minimum expected return of 6.5 percent in the first year. Real Estate Tax Depreciation Benefits The conversation shifted into tax strategy, where Stewart explained how depreciation and bonus depreciation can significantly impact an investor's bottom line. He described cost recovery, the ability to deduct the cost of an asset over time, and how current tax laws allow for 100 percent bonus depreciation on certain types of personal property. Michael and Stewart emphasized that real estate offers unique tax opportunities through cost segregation, allowing investors to classify a large portion of a property's cost as personal property and deduct it in the first year. Real Estate Investment Tax Benefits and Market Outlook Michael and Stewart emphasized the importance of solid research and guidance from qualified financial professionals when evaluating real estate investments. They discussed how the U.S. economy is heavily tied to real estate and how government incentives often support development. Stewart shared his outlook on the housing market, predicting potential movement in the first half of next year if interest rates ease and new policies, such as down payment support or extended mortgage terms, are introduced. Housing Market and Investment Insights Wrapping up, Michael and Stewart discussed the importance of a balanced housing ecosystem that supports both home ownership and rental opportunities. Stewart encouraged listeners to explore more about their projects at harvardGrace.com and offered a free digital copy of his latest book to help aspiring investors deepen their understanding of real estate investing. Stewart O. Heath, CPA Stewart is the Founder and CEO of Harvard Grace Capital, a private equity real estate investment firm that helps individuals and business owners build wealth faster through hands-off real estate investing that generates passive income, reduces risk, and maximizes tax efficiencies.  Backed by a combined 150+ years of entrepreneurial and CRE experience, Stewart and the Harvard Grace Capital team have raised millions of dollars via syndications, and consistently deliver tax-advantaged 18%+ ROI on well-located commercial real estate assets (office, retail, medical, self-storage, etc.) between Nashville, Tennessee and Birmingham , Alabama.  Harvard Grace Capital stands out in a crowded market because of its focus on stabilized  commercial real estate, which cash flows from day one – a refreshing contrast to high-risk, speculative ventures. Stewart and his team prioritize consistency and resilience in an economy that feels increasingly unpredictable, often reciting their motto: “boring is beautiful.” A Certified Public Accountant (CPA), Stewart brings over 40 years of business experience to the real estate sector. His background spans multifamily and commercial development, construction, management, and investing, but it's his CPA-level financial rigor that gives him an edge in deal analysis and risk mitigation. Stewart's journey has been deeply shaped by his comeback after losing everything in the 2008 financial crisis. Rather than retreating, he rebuilt smarter. He learned how to structure real estate portfolios that provide tax-optimized long-term, reliable returns. That experience now fuels his mission: to help investors navigate uncertain markets with investments that perform through all cycles and beat inflation. More about Stewart:  Served as a COO/CFO across industries including media, manufacturing, and retail; held leadership positions at Tennessee Valley Properties, Creative Trust Ventures, Gaines Manufacturing Company, and more.  Former Board Member of the Freedom Business Alliance, the only global network creating business solutions to human trafficking. Worked as a tax consultant with PwC in the 1980s, creating value or tax savings in the  millions of dollars. Hosted the Growth, Grace & Prosperity Podcast, where he interviewed top entrepreneurs, executives, and wealth builders about what it takes to succeed in business and life. Social media links: Linkedin https://www.linkedin.com/company/harvard-grace-corporation/ Stewart's LinkedIn: https://www.linkedin.com/in/stewartoheath/  Facebook https://www.facebook.com/harvardgrace  

    Dr. Alexandra Gajer: From Emergency Medicine to Performance Health Optimization

    Play Episode Listen Later Jan 5, 2026 22:56


    In this episode, I sit down with Dr. Alexandra Gajer, a board certified physician who made a courageous shift from emergency medicine to the world of performance health optimization. Dr. Gajer shared how she reached a point of burnout even though she loved her work in the ER. Her story highlights a powerful truth that many high performers overlook. Loving your career does not make you immune to burnout. She explained why self care cannot be something we practice only during off hours, and how traditional medicine often focuses more on disease than on sustaining long term vitality. I emphasized how essential her work is, especially for leaders and professionals who want to feel energized and capable for decades rather than reacting to health problems after they arise. Optimizing Health for Career Success Dr. Gajer broke down a shift she sees in her clients. Success is no longer just about titles or income. True success requires a strong foundation of health. She explained how metabolic health plays a central role in energy, performance, and longevity. Small changes in how the body uses food for fuel can create massive improvements. She also covered the importance of hormone health and how people at any age can regain optimal energy levels. Dr. Gajer described clients in their 70s, 80s, and even 90s who continue thriving because they invested early in their health and maintained consistent habits. Health Habits for Peak Performance After 45 We explored why leaders over 45 must be proactive about both cognitive and physical health. Many people hit their 40s with more wisdom, capability, and clarity than ever, yet their bodies begin sending subtle warning signs. Dr. Gajer explained how burnout symptoms often show up quietly for people in demanding professions like healthcare, leadership, and entrepreneurship. We talked about why mindfulness, nutrition, movement, and regular health assessments are essential investments for long term functionality and longevity. Food Intolerance and Personal Health Awareness I shared my own experience with food intolerance testing and how it changed the way I look at nutrition. Discovering that I have a potato allergy, despite my Irish roots, and an intolerance to eggs, despite the egg in my brand logo, created some irony and a lot of self reflection. I talked about how foods interact with one another much like medications do, and why paying attention to how your body responds can be a game changer for overall well being. Whole Foods and Testosterone Health Dr. Gajer discussed the sharp decline in testosterone levels among men and why diet is a major contributor. She emphasized the importance of whole foods over processed products that are engineered to be addictive. Whole foods help regulate appetite, stabilize weight, and support hormone balance. She also highlighted the link between processed foods, inflammation, and cognitive decline. The message was clear. Your diet is creating either long term strength or long term struggle. Healthy Eating for Longevity We explored the consequences of poor dietary habits, including the rising rates of type 3 diabetes, Alzheimer's, and dementia. I shared why I believe medications like Ozempic are often used as a Band Aid for lifestyle choices rather than addressing root causes. We discussed how healthy food choices combined with regular movement help people maintain clarity, emotional stability, and resilience. When you take care of your body, you are better equipped to handle every other area of life. Health Habits and Daily Well Being Dr. Gajer emphasized that small health habits create major shifts. He noted that it is never too late to start making positive changes. We discussed the importance of consuming adequate protein, supporting gut microbiome health, and using daily rituals to reduce stress. I reinforced that when you strengthen your health, your performance improves in your relationships, your leadership, and your decision making. Inside Dr. Alexandra Gajer's Health Coaching Practice Dr. Gajer shared an overview of her health optimization practice, which supports clients nationwide. Listeners can book a free intro call through her website theguyerPractice.com. With my background in primary care administration, I deeply appreciate how vital her work is for healthcare professionals and high performers striving to stay healthy while maintaining demanding careers. Her contact information is included for anyone ready to take the next step toward long term health and vitality.  

    Maja Taylor on Career Ownership, Resilience and the Path to Reinvention

    Play Episode Listen Later Jan 2, 2026 27:15


    In this conversation, career ownership coach Maja Taylor shares powerful insights on what it truly means to take control of your professional future. She talks about helping leaders and professionals explore new career paths, including entrepreneurship, so they can maximize their potential and build careers that fully align with their goals and values. Maja encourages listeners to regularly review their career direction, consider alternative income streams and stay open to possibilities that may lead to greater fulfillment and independence. Employee Engagement and the Need for Better Guidance Michael discusses the growing disconnect many employees feel in today's workplace and highlights how small businesses and leaders can play a pivotal role in guiding their teams toward greater engagement and clarity. He emphasizes the value of career exploration and meaningful conversations that help individuals uncover interests, strengths and untapped potential. Michael also shares personal stories about stepping into new roles without a perfect plan and learning through adaptability, curiosity and experience. Navigating Burnout and Workplace Uncertainty Maja speaks candidly about the rising rates of burnout she sees among clients, driven by layoffs, constant change and market instability. She explains how her coaching practice supports individuals during these challenging transitions by helping them rediscover confidence, purpose and possibility. Maja also reflects on her own journey from science to HR to leadership coaching, revealing how each chapter deepened her passion for helping others achieve greater self sufficiency and work life balance. Corporate Experience as a Launchpad for Entrepreneurship Michael reminds listeners that entrepreneurship is rarely about starting from zero. Skills gained in corporate environments, from operational insight to relationship building, can become powerful assets when launching a business. He encourages people to recognize the value of their existing expertise and leverage it instead of discounting it. Career Coaching for the Shift Into Business Ownership Maja outlines her approach to coaching professionals who are evaluating entrepreneurship, especially those who feel drained by corporate roles or stuck in burnout cycles. She uses assessments to help clients recognize their strengths and potential, and stresses the importance of being open minded as they explore ownership opportunities. Michael adds that many people underestimate their abilities due to work environments that suppress creativity and curiosity. Curiosity as a Catalyst for Breakthroughs Michael shares a personal story about taking a personality assessment with his former CEO and discovering they shared the same profile. The experience reminded him that curiosity is a powerful driver of self awareness and growth. He encourages listeners to lean into curiosity as a tool for breakthroughs, career shifts and life changing clarity. Goal Setting, Reflection and a Free DISC Assessment Maja talks about the impact of written goals, noting that only a small percentage of people write down their goals, yet nearly all who do achieve them. She offers a complimentary executive DISC assessment to help listeners better understand their personality patterns and career strengths. Michael encourages everyone to take advantage of the offer and reminds listeners that Maja's contact information and social links are included in the show notes below.   Maja Taylor is a Career Ownership Coach with The Entrepreneur's Source, where she guides people who are ready to step outside the traditional job market and into new possibilities. She supports clients as they explore entrepreneurship, business ownership, investments, licensing, and franchising, helping them design a career path that aligns with their values, strengths and long term vision. Maja is driven by a deep passion for personal transformation and lifelong learning. She thrives on watching clients experience those pivotal AHA moments when they realize what they are truly capable of. Her mission is to help people rise to their full potential by building careers and businesses that reflect who they are and the life they want to create. With a foundation in science education and talent development, Maja has worked across Europe and the United States in global organizations as a team leader, scientist, strategic HR professional, trainer, coach and mentor. She brings a unique blend of analytical thinking, people development expertise, and business strategy to every client engagement. Her work focuses on helping individuals grow their dreams, wealth and personal equity as they move toward self sufficiency and higher levels of fulfillment and success. Background Overview • Business Owner and Certified Professional Coach • Global Talent, Learning and Engagement roles in Pharma and Biotech • Management consulting experience with Fortune 500 organizations • Scientific and HR leadership roles in manufacturing and environmental industries • Education: BS in Pharmacy, University of Applied Sciences, Wiesbaden, Germany • Credentials: Certified Coach, Human Resources Professional, Leadership Trainer and Facilitator; certified in DiSC, 360 assessments and multiple professional development tools Connect with Maja Website: www.majataylor.esourcecoach.com Email: majataylor@esourcecoach.com LinkedIn: https://www.linkedin.com/in/majataylor/ Facebook: https://www.facebook.com/majataylorcoach Instagram: https://www.instagram.com/majataylorcoach For your audience, add to captions, free offer – DiSC assessment with debrief - a $200 value – if your listeners reach out to me on social media/LI/Insta/FB/ or my website and book a call at www.majataylor.esourcecoach.com

    AI, Human Behavior, and the Future of Work with Colin MB Cooper

    Play Episode Listen Later Jan 1, 2026 31:32


    In this engaging conversation, Michael sits down with Colin MB Cooper to explore the intersection of human behavior, neuroscience, and artificial intelligence. Colin shares how his lifelong curiosity for technology began at age 13 when he disassembled his father's computer, sparking a passion that now informs his work blending neuroscience and AI. Together, they reflect on decades of rapid technological change and the unique skillset Colin brings to understanding it. Declining Workforce Competencies in Younger Generations Michael and Colin discuss an emerging concern: the decline in critical thinking, curiosity, and creativity among young professionals entering the workforce. Drawing on Michael's experience hiring over a thousand employees and Colin's global hiring experience, they highlight a growing gap between what schools teach and what businesses require. Both note that increased reliance on LLMs may be accelerating this divide, raising important questions about the future of work and education. Technology Dependence and the Erosion of Critical Thinking The conversation turns to society's increasing dependence on technology. Michael shares stories from his early career teaching new hires basic computer skills and even using games like Solitaire to enhance productivity. They discuss how global internet outages could disrupt daily life and why fostering critical thinking and curiosity is essential in today's uncertain environment. AI's Rapid Integration and Its Impact on the Workforce Colin outlines the challenges organizations face as AI outpaces human adaptation. In education, technology is moving faster than teachers can adjust, and in the corporate world, AI-first strategies are leading to hiring freezes and the automation of repetitive work. He emphasizes a human-centered AI model that increases capability rather than replacing people. Real examples from healthcare and customer service highlight how AI can elevate human performance. Colin encourages listeners to upskill using free AI courses from providers like Google and OpenAI. AI's Transformational Potential in Healthcare Michael explores one of the most promising AI applications: healthcare. Drawing from his primary care leadership background, he discusses how clinicians spend excessive time on documentation rather than patient care. Colin agrees that AI could revolutionize healthcare workflows, lightening administrative burdens and improving patient outcomes, though both acknowledge the importance of safeguarding security and privacy. Technology Behaviors: From Customer Service Hacks to Alexa in Schools Michael shares a practical tip about selecting different language options to reduce customer service wait times, then recalls a story of students misusing Alexa devices to order products without permission. It's a humorous yet telling example of how quickly technology becomes woven into daily life. Generational Differences in Adapting to Technology To close the episode, Michael and Colin reflect on how older generations developed strong problem-solving skills due to limited access to support in their early tech experiences, while younger generations depend more heavily on constant connectivity. They discuss the vulnerability of this dependency, highlighted by the recent Cloudflare outage. Colin emphasizes that while technology will keep evolving, adaptability and resilience will determine how well society keeps pace. Colin invites listeners to explore more of his work on his website and continue the conversation on the future of human capability in an AI-driven world. https://colinmbcooper.com/ Welcome to this episode, where we sit down with Colin Cooper—a globally recognized high-performance business expert, entrepreneur, author, and philanthropist with over two decades of experience working with clients across 38 countries and hundreds of industries. About Colin Cooper Colin began his journey in business at just 13 when he discovered computers, launching his first website by 15 and igniting a lifelong passion for innovation and entrepreneurship. Today, he's known for blending behavioural psychology, cutting-edge digital strategies, and AI technologies to create measurable, sustainable results for clients ranging from startups to Fortune 500 companies. As the founder and leader of several successful businesses, Colin brings firsthand knowledge of entrepreneurial challenges and opportunities, delivering future-proof strategies that enhance performance, customer experience, and profitability. His approach to high performance sits at the intersection of human behaviour, business strategy, and neuromarketing. Key Takeaways from Our Conversation - Colin's holistic philosophy on business growth, blending technology, behavioural science, and human-centred leadership. - Insights from his extensive experience consulting globally and launching his own ventures. - The role of natural horsemanship in developing leadership and emotional intelligence—focusing on trust, mutual respect, and clear communication. - How Colin's hands-on approach delivers guaranteed, measurable success and transforms both businesses and lives. - Philanthropy, education, and community service as core motivators behind Colin's career. What Colin Offers - Expert mentorship in leadership, business strategy, AI, and accelerated growth. - Digital and AI-driven marketing and operational strategies. - Personal guarantee of outstanding results—more time, less friction, higher net profits, and improved customer experiences for his clients. Connect with Colin If you're ready to elevate your performance and achieve transformative results in business and life, Colin encourages you to connect and explore collaborative possibilities. Tune in for actionable insights and inspiring stories from the front lines of global business leadership! https://colinmbcooper.com/about-me/  

    Deep Dive: 8 Ways to Reduce Stress in the Workplace

    Play Episode Listen Later Dec 31, 2025 13:27


    8 Ways to Reduce Stress in the Workplace Episode Summary Workplace stress steals joy, drains productivity, and harms overall well being. In this episode, we break down eight practical strategies employees and leaders can use to reduce stress, rebuild clarity, and create healthier work environments. If left unchecked, stress can impact performance, morale, and mental health, but the right habits and boundaries can change everything. The Hidden Cost of Workplace Stress Stress is one of the biggest barriers to engagement and performance. Millions of workdays are lost each year due to stress, anxiety, and depression. Tight deadlines, heavy workloads, and lack of support are often the biggest contributors. Ignoring stress hurts people and companies. Addressing it helps everyone thrive. 8 Ways to Reduce Workplace Stress 1. Recognize the Early Signs Irritability, worry, trouble sleeping, shallow breathing, and trouble focusing are often the first signals. Understanding how stress shows up emotionally, physically, and behaviorally helps you catch it before it escalates. 2. Identify the Source Is it workload? Expectations? A demanding boss? Interpersonal conflict? Clarity helps you respond more intentionally and set healthier boundaries. 3. Set Clear Boundaries Boundaries communicate what is acceptable and sustainable. Whether it is availability, workload, or working hours, defining your limits reduces overload and protects your well being. 4. Evaluate Life Outside of Work Your routines matter. Poor sleep, rushed mornings, and lack of recovery time amplify workplace stress. Incorporate activities that reset your nervous system like yoga, exercise, or quiet mornings. 5. Practice Mindfulness Staying grounded in the present moment reduces anxiety about yesterday's mistakes or tomorrow's deadlines. Mindfulness, breathwork, and even aromatherapy can help calm the mind and increase clarity. 6. Stay Connected Strong relationships act as a buffer against stress. Talking with trusted friends, colleagues, or family helps you problem solve, feel supported, and maintain perspective. 7. Avoid Unhealthy Coping Habits Alcohol, junk food, caffeine overload, and smoking increase stress long term. Choose healthier outlets like movement, meditation, and nourishing routines to support your mental and physical health. 8. Work Smarter, Not Harder Multitasking increases errors and stress. Focus on single tasking, prioritizing what matters most, and organizing your workload in a manageable way. Efficiency reduces pressure. Why Employers Should Care Healthy employees perform better. Organizations that prioritize well being experience higher morale, stronger retention, and greater productivity. Flexible work options, reasonable expectations, appreciation, and opportunities for connection all reduce workplace stress. Final Takeaway Stress does not have to dominate your work life. When employees understand the signals, identify the root causes, and take proactive steps to manage stress, everyone benefits. When leaders support this effort, workplace culture transforms. Reducing stress is possible – and it starts with awareness, boundaries, connection, and smarter working habits.

    Leadership Strategies for High-Performing Teams with CX Expert Matt Marcotte

    Play Episode Listen Later Dec 30, 2025 26:31


    In this episode, I sit down with Matt Marcotte — a seasoned retail and customer experience leader who has shaped some of the world's most iconic brands. We explore what it really takes to build, scale, and transform organizations through culture, leadership, and a relentless focus on the customer. Matt shares insights from decades of navigating high-pressure environments, leading teams through disruption, and finding clarity in complexity. Throughout our conversation, we dig into the mindset shifts leaders must make to succeed today, why experience is becoming a non-negotiable differentiator, and how the best organizations create consistency without stifling creativity. We also get personal: Matt opens up about his own evolution as a leader, where he's gotten it wrong, and what he's learned along the way. If you're looking to elevate your leadership, rethink how you serve your customers, or simply hear a refreshingly honest perspective from someone who's been in the trenches — this episode is for you. Book Description  Built on Belief: Why Cultures of Commitment Are the Competitive Advantage What drives truly successful organizations? It is not just products, processes, or profits—it is belief. In Built on Belief, leadership advisor Matt Marcotte reminds us that people are a brand's greatest asset. When leaders and teams align around a shared belief, commitment naturally follows—and commitment always outperforms compliance. This book is for leaders who want to inspire collaboration instead of control, employees who thrive in connection, and customers who stay loyal because of meaningful experiences. Marcotte doesn't offer empty corporate jargon or quick-fix trends. Instead, he distills three decades of leadership lessons into practical, human-centered strategies, including: How to clarify and codify the beliefs that define your brand How to shift from box-checking compliance to genuine commitment How to inspire people with a shared North Star If you want to lead a culture that begins in the heart, aligns the head, and moves through the hands of every person in your organization, Built on Belief is your guide. Author Biography  Matt Marcotte is the founder of M2 Collaborative, a leadership coaching and brand strategy consultancy. Over more than 30 years in the C-suite, Matt has helped build, scale, and reinvent some of the most iconic brands in the world, including Apple, Gap, Tory Burch, Bergdorf Goodman, and Salesforce. He teaches MBA students at Boston College—his alma mater—on the power of brand and consumer relationships. A Columbia University–trained coach, Matt has been recognized as one of RETHINK Retail's 100 Most Influential People and a Thinkers360 Top 100 Thought Leader. Matt brings both wisdom and warmth to his work, balancing strategic insight with an unwavering belief in people. He lives in Boston with his husband and their dog. Connect with Matt on LinkedIn    

    The Power of Purpose and People with Stephen Dwyer, Incoming CEO of American Staffing Association

    Play Episode Listen Later Dec 29, 2025 20:00


    The Power of Purpose and People with Stephen Dwyer In this episode, I sit down with Stephen Dwyer, Incoming CEO (January 2026) of the American Staffing Association (ASA), to explore the intersection of purpose, leadership, and the future of work. From his early ambitions of becoming a lawyer to leading one of the most influential organizations in the staffing industry, Stephen shares the pivotal moments that shaped his journey—and the values that guide his leadership today. We unpack the evolution of the staffing sector, how ASA is addressing today's workforce challenges, and why people-centered leadership is not just a philosophy but a necessity. If you're passionate about shaping workplaces where people thrive, this conversation is one you won't want to miss. Episode Highlights [0:51] – Stephen's unconventional path from law to leadership [3:20] – Lessons from two decades at the American Staffing Association [6:45] – Navigating workforce disruption and embracing innovation [10:12] – The human side of staffing: why people matter most [14:05] – Stephen's vision for the future of work and leadership [18:40] – Advice for leaders navigating change in today's world

    Deep Dive: Culture-First Startup Growth: Why Culture Can't Wait

    Play Episode Listen Later Dec 26, 2025 14:16


    Overview: In this episode, we unpack key takeaways from Workplace Culture, a resource designed for startup founders, early-stage leaders, and forward-thinking HR professionals who recognize that scaling rapidly without a solid cultural foundation is a recipe for disaster. The message is clear: Culture is not a line item to revisit after funding, it's the operating system that determines whether your startup survives, thrives, or crashes from the inside out. As I always say, growth without culture fails. If you're tired of watching talent burn out or team energy fizzle after every sprint, this briefing is your wake-up call. Key Themes and Insights: Why Startups Get Culture Wrong (and Fast): Speed. Funding. Product. That's the holy trinity for most founders, but in chasing those, culture often gets left behind. When culture isn't intentional from day one, toxic behaviors like overwork, communication breakdowns, and "hero" leadership creep in and calcify. Big Insight: Culture is defined by what you tolerate, not by what you write on a wall. It's what happens when you're not watching. That's the truth every founder needs to confront. The 5 Culture-First Non-Negotiables: Values You Can Actually Live By: Your values should drive who you hire, promote, and let go, not just what's printed on the About page. They need to guide daily decisions. Leadership That Walks the Talk: Culture starts at the top. If your leadership team doesn't model integrity, ownership, and vulnerability, don't expect your team to either. Psychological Safety = Speed: When failure isn't punished, learning accelerates. Teams move quicker when they don't fear retribution for mistakes. Sustainable Pace Over Hustle: Growth doesn't have to mean burnout. Smart startups build in systems for clarity, rest, and reflection, so momentum doesn't cost mental health. Rituals That Reinforce Culture: Culture isn't just what's said in all-hands meetings. It's embedded in daily rhythms, standups, weekly wins, story-based onboarding,that scale better than a mission statement. Culture Health Check – Ask Yourself: What gets celebrated on your team and why? What behaviors are you tolerating that go against your values? What emotional experience does a new hire have in their first week? If your answers are vague, your culture is likely running on autopilot and that's dangerous when growth accelerates. Final Takeaway: Culture isn't the “soft stuff.” It's your infrastructure. If you're scaling, it'll either be your engine or your anchor. Make it your engine. Call to Action: Want to embed culture-first practices today? Download the Workplace Culture Blueprint for just $7, built to give you immediate traction. And for deeper support, join our monthly culture-first community where growth-minded leaders come to share, learn, and lead better.

    Merry Christmas and Happy Holidays from the Breakfast Leadership Network

    Play Episode Listen Later Dec 25, 2025 0:45


    2025 has been a challenging year for many of us. Take the time for the rest of 2025 to reflect on your year, with the desire to make 2026 your best year yet. Write down your goals.  Yes, literally write them down on paper. Say them out loud. Every. Single. Day. See you in '26! Mike

    Deep Dive: Why Every Growing Brand Needs a Social Media Marketing Agency

    Play Episode Listen Later Dec 24, 2025 12:28


    In today's digital world, social media isn't just an optional add-on for brands — it's a core channel for communication, community building, and growth. But with shifting platforms, ever-changing algorithms, and higher audience expectations, simply “being on” social media isn't enough. Growing brands need strategy, consistency, and expert support to stand out. In this episode, I'll walk you through why outsourcing to a social media marketing agency can be a game-changer — and when it might be time to make that move.

    Navigating Bold Leadership and Media Strategy with Heather Adams

    Play Episode Listen Later Dec 23, 2025 25:20


    Navigating Bold Leadership and Media Strategy with Heather Adams In this episode, I sit down with Heather Adams—a powerhouse in branding, publicity, and media strategy. Heather shares her incredible journey from government communications to leading high-impact publicity campaigns for bestselling authors and thought leaders. We talk about the bold moves she's made in her career, the lessons she's learned about leadership, and the importance of clarity and confidence in branding yourself or your business. We also explore what it takes to stand out in a crowded media landscape, how to build lasting relationships in business, and the daily disciplines that help her stay grounded as a leader, wife, and mom. Whether you're an aspiring entrepreneur or a seasoned executive, this conversation is packed with inspiration and actionable insights that will elevate your game.   Heather Adams is the founder and CEO of the communications firm Choice Media & Communications, bringing more than 25 years of brand-strategy and publicity experience to the table. She's built a reputation for helping clients launch more than 100 New York Times best-selling books and earn national media coverage in outlets like PEOPLE, The New York Times, and TODAY.  Follow Heather on the socials @ HeatherDixonAdams  As your host and “southern girlfriend,” Heather is on a mission to help you amplify your voice, scale your brand, and build a life you love—on your terms. She blends high-level strategic insight with real-world authenticity, celebrating ambitious, driven women who want both impact and meaningful quality of life. Choice Media Communications Each week on the podcast, Heather invites you into candid conversations with savvy entrepreneurs, brand-builders, and thought leaders. You'll walk away with practical strategies for getting known, stories of how change-makers disrupted the status quo, and the encouragement you need to ask for what you want in business and in life. Tune in and get ready to step into your brand boldly—and become known.

    High Performance, Pressure, and Leadership with Steve Tashjian

    Play Episode Listen Later Dec 22, 2025 24:03


    In this episode, Michael sits down with Steve Tashjian, a world class high performance consultant with a deep background in elite sports. Steve's journey has taken him from physical therapy and performance coaching to high level consulting roles across the Premier League and the US men's national team during their World Cup run. His mission is simple and powerful: help individuals and teams excel in high pressure environments by applying the same systems, preparation, and mindset used at the top levels of global sport. Inside the Premier League Pressure Cooker Michael and Steve explore the intensity of the Premier League, a global powerhouse where fans live and breathe every match and where underperforming teams face immediate consequences through relegation. Michael draws a parallel between the world of professional football and the realities of modern business. Both are unforgiving. Both require consistent high performance. Both reward teams that are disciplined, adaptable, and built on strong systems. Steve reinforces that managing pressure is not a luxury, it is a necessity. Whether you are a Premier League striker or a CEO carrying payroll, the demands are similar. Pressure reveals your habits, exposes your preparation, and tests your ability to stay composed when everything is on the line. Turning Pressure Into a Growth Advantage Michael and Steve dive deep into what separates those who crumble under pressure from those who rise. Drawing from Steve's experience with the national team on the world stage, the lesson is clear: preparation and process win. When everything around you is chaotic, your systems and habits become your anchor. They discuss how organizations of all types can treat pressure as a growth opportunity. High achievers are not born for pressure, they train for it. They rehearse. They refine. They use adversity as data rather than judgment. Michael highlights that leaders who adopt this mindset build teams that are far more resilient and far more adaptable to change. Systems, Structure, and Leadership at Scale The conversation shifts to the backbone of any high performing environment: systems. Michael and Steve explore how elite sports teams like Everton Football Club create frameworks that guide decision making even in constantly changing conditions. When systems are well defined and widely understood, teams can move with speed and clarity, even when the stakes are high. Steve also speaks to the human side of leadership. Biases, emotions, and external pressures often influence decisions more than leaders realize. Great leaders build awareness around these blind spots. They collaborate intentionally. They take smart risks instead of reactive ones. Michael underscores that systems and leadership must coexist. Without systems, leaders get overwhelmed. Without leadership, systems fall flat. Website:  elevationprox.com  

    Shaping Culture, Leading Through Change, and Navigating Tricky Times with Jitske Kramer

    Play Episode Listen Later Dec 19, 2025 26:45


    Creating Organizational Cultures That Actually Work In this episode, Michael and cultural anthropologist Jitske Kramer dive deep into the heart of organizational culture. Michael shares a story from a startup he supported, where a crystal clear sense of purpose created unity, loyalty, and a genuine feeling of belonging. Employees stayed because they felt connected to something bigger than a job description. Jitske expands on this by highlighting how leaders shape culture through the behaviors, values, and norms they model. She stresses that culture is never an accident. It is a series of daily choices and conversations. When leaders fail to engage with their teams or invite them into meaningful decision making, organizations lose clarity and people lose their sense of belonging. Both Michael and Jitske agree that leaders miss countless opportunities to build trust simply because they are not intentionally engaging with their people. Transformative Leadership and the Power of Human Connection Michael brings up a powerful metaphor involving an orchestra conductor to show how communication and knowledge flow can transform the relationship between leaders and their teams. When the conductor shifts from directing to connecting, the entire ensemble transforms. The energy changes. People take ownership. Collaboration becomes natural rather than forced. Jitske builds on this idea by contrasting transactional interactions with transformative ones. Transactional moments keep the lights on, but transformative moments build the future. She emphasizes the need for what she calls campfire conversations. These are the unhurried, human centered discussions where ideas form, trust deepens, and innovation actually has space to emerge. They conclude that the most successful organizations are the ones that prioritize human to human connection over rigid systems and corporate scripts. Finding Clarity in the Messy Middle of Change Jitske introduces her latest book, Tricky Times, which explores liminality. Liminality refers to the messy middle stage of change when the old story no longer works and the new story is not yet formed. She describes this phase as uncomfortable but deeply necessary. She explains that societies worldwide are wrestling with a kind of midlife crisis. People are questioning the expectation of nonstop economic growth and the conflict it creates with environmental and social realities. In these liminal spaces, power dynamics shift. Cultural identities get rewritten. Leaders are challenged to redefine what truly matters. Michael shares how timely these insights feel, especially given the current political climate in the United States and abroad. He highlights how difficult but essential conversations shape whether we move forward with intention or stay stuck in old patterns. Leading with Courage in Tricky Times Jitske describes the leadership challenges she writes about in Tricky Times. She warns against leaders who act like tricksters, constantly pushing boundaries without offering guidance or stability. True leadership requires bold honesty, grounded decision making, and the willingness to enter uncomfortable conversations. She emphasizes that balanced leadership is essential. Leaders must be willing to question assumptions, tell the truth about what is working and what is not, and invite their organizations into deeper reflection. Tricky Times has become a bestseller in the Netherlands, and Jitske is sharing its message with influential political leaders who are navigating uncertainty on a national scale. The book is available as an e-book on Amazon and offers a grounded, human centered framework for leading through cultural transformation. Jitske Kramer is a renowned Dutch corporate anthropologist who translates real-world lessons from communities around the globe into practical tools for modern workplaces.    She travels the world to learn from traditional healers, innovators, random passers-by, and everyday communities, studying how humans bond, lead, and resolve conflict — and brings those insights into the boardroom.   Her latest book, Tricky Times (a #1 Dutch bestseller), explores what it takes to lead in “the messy middle” — those uncertain in-between phases where old systems break down before new ones emerge.    With 25+ years of experience, she has shaped transformation for Nike, Unilever, Calvin Klein, and Philips, authored 9 bestselling books (150,000+ copies sold), and spoken alongside Simon Sinek, Amy Edmondson, Yuval Noah Harari on stages like TEDx and Workhuman Live.   Jitske's sharp, funny, and “aha”-filled style makes anthropology highly accessible for leaders facing change, culture challenges, and transformation.   Topics:  The messy middle: Leading effectively through uncertainty and liminal times The real drivers of company culture: Rituals, symbols, and hidden power structures How to “think like an anthropologist” to sense change and spot unseen dynamics The difference between formal power and cultural power — and why rank-awareness is critical for leaders What tribes can teach today's organizations about handling dilemmas and conflict   More about Jitske:  Founder of HumanDimensions, a pioneering training company that helps organizations strengthen teamwork and company culture.  Featured in the Patterns of Life documentary series, in which she traveled to India as an anthropologist.  Former Fellow at the Oxford Leadership Academy; holds a master's degree in cultural anthropology from Utrecht University.  Other books by Jitske: Building Tribes, Wow! What a Difference, Work Has Left the Building, Jam Cultures, andThe Corporate Tribe (which won the prestigious 2016 Management book of the Year Award). Take a look at Jitske's keynotes, other public speeches, TV appearances, and writings.    To get a sense of Jitske, here's an appearance she made on The Culture Lab podcast, talking about the making of a corporate tribe and how to effectively deal with diversity in a team. 

    The Future of Housing and Apartment Investing with Justin Brennan

    Play Episode Listen Later Dec 18, 2025 26:48


    Episode Overview In this episode, Michael talks with San Diego-based real estate investor Justin Brennan about one of the hottest topics in housing today, the rise of the 50-year mortgage, and what it means for homebuyers, investors, and the future of urban development. Their discussion explores the practical realities behind long-term mortgages, market resilience, and the shift toward apartment investments as a sustainable wealth strategy. 50-Year Mortgage Market Insights Michael and Justin open with a breakdown of the new 50-year mortgage trend. While these loans may sound like a solution for affordability, Justin explains that they're mainly amortization tools designed to reduce monthly payments, not a pathway to home ownership. Since the average homeowner stays in their property for 5.5 to 7 years, very few people will ever pay off a home under such a long-term structure. The takeaway: it's more about short-term cash flow than long-term payoff. Real Estate Lessons from Family and Experience Justin shares how his upbringing in San Diego shaped his perspective. Coming from a family deeply rooted in both real estate and military service, he learned valuable lessons about risk, leverage, and resilience from his grandmother and father. His father's experience during the 2008 financial crisis inspired Justin to take a more measured, apartment-focused investment approach that prioritizes stability and steady income. Housing Market Trends and Resilience Michael draws parallels between the cyclical nature of the auto and housing sectors, noting that true wealth often comes from those who rebuild after financial loss. Together, they examine current trends: single-family housing shortages in coastal markets, the growth of vertical construction in San Diego, and temporary oversupply in Sunbelt regions. Both agree that while red tape slows coastal development, new models for multifamily housing are creating fresh opportunities for investors. The Baby Boomer Housing Shift Michael predicts a generational shift on the horizon as baby boomers eventually leave the housing market. With many holding onto single-family homes longer than ever, a massive turnover is expected in coming decades. This could lead to the redevelopment of neighborhoods into multifamily housing, reshaping the fabric of communities nationwide. Justin agrees, noting that this transition will open doors for new investors and developers focused on density and urban design. Apartment Investing Insights and Strategies Justin goes deep into apartment investing, emphasizing its scalability and operational efficiency. He contrasts apartment ownership with single-family rentals, pointing out reduced maintenance costs, shared insurance, and easier management structures. His key message: mastering deal analysis and financing structures is essential to unlocking the best real estate opportunities. Apartment Syndication Investment Overview For those with limited capital, Justin explains how apartment syndication can serve as an entry point. With as little as $30,000, investors can join syndicates that purchase 10 to 30-unit buildings in affordable markets like the Midwest. He compares syndicators to high-level problem solvers, likening their expertise to neurosurgeons or hedge fund managers. The value lies in their ability to identify, structure, and manage complex deals that generate long-term wealth and legacy potential. Real Estate and AI Integration Michael and Justin discuss how artificial intelligence is reshaping real estate strategy. From analyzing property data to modernizing apartment amenities like Wi-Fi, digital shopping hubs, and smart community features, AI is becoming a tool for creating scalable and livable investments. They stress that success comes from curiosity, understanding market language, and embracing innovation. Real Estate Entrepreneurship and Resilience Justin closes by sharing his entrepreneurial journey—marked by persistence, calculated risk, and the ability to take action even when under pressure. He encourages listeners to use downtime productively, whether that means starting a side hustle or investing in real estate education. His final message: the ability to endure stress and uncertainty is what separates dreamers from successful entrepreneurs. Find out more: https://www.brennanpohle.com/ YouTube:  https://www.youtube.com/@JustinBrennan   Learn more insights from Michael Levitt and thought leaders shaping the future of leadership, resilience, and success at BreakfastLeadership.com/blog.  

    Exiting Tech Businesses: Insights from Draven McConville

    Play Episode Listen Later Dec 17, 2025 22:34


    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.

    The Future of Retirement: Henry Yoshida on IRAs, Solo 401(k)s, and Real Asset Investing

    Play Episode Listen Later Dec 16, 2025 26:23


    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  

    Fearless PR Strategies with Megan Bennett: How Small Businesses Can Build Big Media Wins

    Play Episode Listen Later Dec 15, 2025 27:08


    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.

    Deep Dive: Culture Misalignment – Warning Signs and Solutions

    Play Episode Listen Later Dec 12, 2025 15:21


    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.

    How Fiduciary Thinking Can Fix Healthcare: A Conversation with Donovan Ryckis

    Play Episode Listen Later Dec 11, 2025 23:31


    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/    

    Reframing Sales as Service: Leading with Empathy and Purpose with Drew Norton

    Play Episode Listen Later Dec 10, 2025 24:47


    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

    Play Episode Listen Later Dec 9, 2025 26:06


    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

    Jarrod Lopiccolo on Creative Leadership and Digital Growth

    Play Episode Listen Later Dec 8, 2025 22:45


    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.

    Building Eventist: How Ciara Azam Turned a Dance Competition Idea into a SaaS Success Story

    Play Episode Listen Later Dec 5, 2025


    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.

    Crypto Resilience and Reinvention with Niko Mercuris

    Play Episode Listen Later Dec 4, 2025 27:12


    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

    From Concept to Company: Building Strong Foundations with Catherine Mitchell

    Play Episode Listen Later Dec 3, 2025 24:38


    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  

    Jimmy Burroughes on Why Traditional Leadership Training Fails (and What Works Instead)

    Play Episode Listen Later Dec 2, 2025 33:14


    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.

    Jared Paget on Supply Chain Evolution: How Data, Education, and Strategy Shape the Future of Logistics

    Play Episode Listen Later Dec 1, 2025 27:19


    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.

    Sam Goodner Like Clockwork: Run Your Business with Swiss Army Precision

    Play Episode Listen Later Nov 28, 2025 25:08


    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.

    Embracing Transitions, Resilience, and Leadership with Hacia Atherton

    Play Episode Listen Later Nov 27, 2025 33:42


    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

    Reimagining Hybrid Work: How Saskia Neuner with Seatti is Transforming the Modern Workplace

    Play Episode Listen Later Nov 26, 2025 22:33


    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/  

    Alison Dixon on Cybersecurity and AI: Navigating Risk and Responsibility in a Digital Age

    Play Episode Listen Later Nov 25, 2025 27:01


    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/    

    Adapting to the Video Content Era with Ryann Liebl

    Play Episode Listen Later Nov 24, 2025 28:47


    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/    

    Gerry Hays on How Community-Driven Investing and AI Are Transforming Startup Funding: The Doriot Model Explained

    Play Episode Listen Later Nov 21, 2025 29:19


    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/  

    Deep Dive: The Loyalty Illusion: Customer Experience Survey 2025 from PwC

    Play Episode Listen Later Nov 20, 2025 13:44


    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  

    Roberta Ravella On Finding Joy and Curiosity in Life and Work

    Play Episode Listen Later Nov 20, 2025 33:23


    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.

    Erik Braund on Reimagining Remote Work: How Katmai Tech Brings Human Connection to the Virtual Office

    Play Episode Listen Later Nov 19, 2025 22:54


    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

    Deep Dive: The Hidden Costs of Workplace Surveillance: How Monitoring Erodes Trust and Culture

    Play Episode Listen Later Nov 18, 2025 16:46


    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  

    Jim Fortin on How To Reprogram the Subconscious for Success

    Play Episode Listen Later Nov 17, 2025 28:29


    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/    

    Deep Dive: Building a Purpose-Driven Culture that Attracts Top Talent

    Play Episode Listen Later Nov 13, 2025 14:44


    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

    Play Episode Listen Later Nov 12, 2025 24:17


    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    

    Joe Massa On How to Use Podcasting to Grow Your Brand, Build Connections, and Boost Business Visibility

    Play Episode Listen Later Nov 11, 2025 27:43


    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/    

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