The Thoughtful Entrepreneur

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You’re gonna love this show. We cover a wide range of topics – From jumping into franchise mode to working with your spouse to topics that our guests are thought leaders in. You’re going to hear real stories from real people all in 15-30 minutes time - perfect for your commute. On this podcast, y…

Jennifer Longworth of UpMyInfluence.com


    • Oct 9, 2025 LATEST EPISODE
    • weekdays NEW EPISODES
    • 21m AVG DURATION
    • 2,289 EPISODES

    4.9 from 77 ratings Listeners of The Thoughtful Entrepreneur that love the show mention: josh, ceo, energetic, entrepreneurs, marketing, short, daily, thoughtful, variety, business, insights, host, incredible, topics, questions, interviews, guests, great show, insightful, thanks.


    Ivy Insights

    The Thoughtful Entrepreneur podcast is a must-listen for anyone interested in entrepreneurship and business growth. Hosted by Josh Elledge, this podcast features a wide range of guests, from established entrepreneurs to successful business owners. The quality of guests on the show is exceptional, with each episode delivering valuable content and insights.

    One of the best aspects of this podcast is the caliber of guests that Josh interviews. As an established entrepreneur himself, Josh knows how to ask insightful questions that dig deep into the experiences and challenges faced by his guests. This results in conversations that are not only informative but also inspiring. Listeners get to hear first-hand accounts of how successful entrepreneurs have overcome obstacles and achieved their goals.

    Another great aspect of The Thoughtful Entrepreneur podcast is Josh's energy and enthusiasm as a host. His passion for entrepreneurship shines through in every episode, making it engaging and enjoyable to listen to. Whether it's during the introduction or while interviewing his guests, Josh's upbeat personality adds an extra level of excitement to the podcast.

    As for the worst aspects, it can be challenging to pinpoint any major flaws with this podcast. However, one minor drawback could be the episode length. Some episodes are relatively short, which may leave listeners wanting more from certain discussions. While this may not be a significant issue for everyone, those who prefer longer episodes might find themselves craving additional content.

    In conclusion, The Thoughtful Entrepreneur podcast is a top-notch resource for entrepreneurs looking to gain valuable insights and inspiration from experienced professionals. With an impressive lineup of guests and Josh's energetic hosting style, this podcast sets a high bar for what a professional podcast should be like. Whether you're a seasoned entrepreneur or just starting out on your business journey, this podcast delivers actionable strategies and advice that can be applied to any industry. It's definitely worth adding to your playlist!



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    Latest episodes from The Thoughtful Entrepreneur

    2282 - Social Media Advertising Uncovered: Insights from Mad Marketing House's Madison Hollimon

    Play Episode Listen Later Oct 9, 2025 17:06


    Mastering Social Media Advertising in 2024: Expert Insights from Madison Hollimon of Mad Marketing HouseIn the rapidly evolving world of social media marketing, staying ahead of platform trends, AI tools, and audience expectations is critical. In a recent podcast episode, Josh Elledge interviewed Madison Hollimon, CEO and Founder of Mad Marketing House, who shared her expertise in content creation, paid advertising, and user-generated content (UGC) strategies. This post breaks down key insights and actionable tips for businesses looking to optimize their social media campaigns and maximize engagement in 2024.Navigating Paid Ads, UGC, and AI in Social Media MarketingMadison emphasizes that effective social media marketing requires blending creativity with data-driven strategy. By leveraging authentic UGC, businesses can increase engagement and build trust, while paid advertising helps amplify reach and drive conversions. Combining AI tools with human oversight ensures campaigns are optimized efficiently without losing the personal touch that resonates with audiences.She also highlights the differences between B2B and B2C advertising, explaining that B2B campaigns require precise targeting on platforms like LinkedIn, while B2C campaigns rely on broad reach across Meta and TikTok. Madison stresses that paid advertising is most effective when aligned with strategic goals, proper budgeting, and ongoing monitoring, emphasizing that quick wins come from smart investments rather than guesswork.Finally, Madison encourages brands to embrace authenticity and storytelling while adopting AI and automation cautiously. Keeping content relatable and visually appealing ensures campaigns stand out amid algorithm changes and evolving consumer behavior. Businesses that blend technology with creativity are positioned to achieve higher ROI and long-term brand loyalty.About Madison HollimonMadison Hollimon is the CEO and Founder of Mad Marketing House, a full-service social media marketing agency specializing in content creation, paid advertising, and strategic campaigns for both B2B and B2C brands. With a focus on combining creativity, strategy, and data, Madison helps businesses scale their social presence and engage audiences effectively.About Mad Marketing HouseMad Marketing House is a creative agency that helps businesses craft authentic content and implement high-performing social media campaigns. Leveraging UGC, AI tools, and strategic paid advertising, the agency works with entrepreneurs, product-based businesses, and personal brands to maximize engagement, conversions, and ROI.Links Mentioned in this EpisodeMad Marketing House WebsiteMadison Hollimon LinkedInInstagram: @madmarketinghouseKey Episode HighlightsThe importance of authentic user-generated content for engagement and trust.How AI and automation can optimize campaigns without replacing human oversight.Strategic differences between B2B and B2C social media advertising.Tips for paid ad budgeting, targeting, and monitoring to maximize ROI.Future trends in social media marketing and content strategy.ConclusionSocial media marketing in 2024 demands a balance of creativity, strategy, and technological savvy. Madison Hollimon's insights highlight how brands can leverage UGC, paid advertising, and AI tools to drive engagement and achieve measurable results while staying authentic and audience-focused.

    2281 - The Future of Digital Ads: Reducing Carbon Emissions and Driving Results with Boa's Avril Tomlin-Hood

    Play Episode Listen Later Oct 8, 2025 19:57


    Sustainable Digital Advertising: How Purpose-Driven Brands Can Reduce Their Carbon Footprint and Boost PerformanceDigital advertising powers much of the online economy, but it comes with a hidden cost: a significant environmental impact. In a recent podcast, Josh Elledge spoke with Avril Tomlin-Hood, CEO & Founder of boa, a strategic sustainable digital media buying agency. They explored how brands can take meaningful action to reduce emissions while improving ad performance, offering practical strategies for purpose-driven marketing.Making Digital Advertising Sustainable Without Sacrificing PerformanceAvril explains that digital ads consume energy across servers, data centers, and real-time bidding platforms, creating “scope 3” emissions that many brands overlook. She emphasizes the importance of auditing campaigns, measuring emissions, and eliminating waste in the media supply chain. By optimizing targeting, frequency, and placements, companies can reduce unnecessary impressions and improve return on ad spend.Choosing sustainable partners and platforms is another key step. Boa encourages brands to prioritize agencies and publishers that use renewable energy and have verified carbon reduction goals. Communicating these efforts authentically—through case studies, blog posts, and social media—helps brands build trust and demonstrate real commitment to sustainability.Finally, Avril highlights the growing role of AI and the challenges of “walled gardens” like Google and Meta, which can complicate planning while increasing energy consumption. She advises marketers to stay agile, evaluate environmental impact alongside campaign effectiveness, and start with small improvements that scale over time. Sustainable advertising isn't just responsible—it's often more efficient and profitable.About Avril Tomlin-HoodAvril Tomlin-Hood is CEO & Founder of boa, a strategic sustainable digital media buying agency. With a focus on purpose-driven brands, she helps businesses reduce their digital carbon footprint while optimizing advertising performance and audience engagement.About boaBoa partners with companies to deliver eco-conscious media buying solutions that prioritize both performance and sustainability. Their services include auditing digital campaigns, optimizing targeting, and guiding brands toward greener platforms and practices.Links Mentioned in This Episodeboa WebsiteAvril Tomlin-Hood LinkedInKey Episode HighlightsUnderstanding the carbon footprint of digital advertisingAudit, measure, and reduce emissions in ad campaignsOptimizing targeting and frequency to improve efficiencyChoosing sustainable partners and platformsCommunicating sustainability efforts authenticallyConclusionSustainable digital advertising is no longer optional for brands that want to thrive in a resource-conscious world. By reducing emissions, eliminating waste, and partnering with eco-conscious platforms, marketers can achieve better performance, build trust with audiences, and make a meaningful impact on the environment.

    2280 - Leadership Lessons to Silence Self-Doubt with ABS' Sandy Moll

    Play Episode Listen Later Oct 7, 2025 16:22


    Unlocking Business Growth: Expert Insights from Sandy Moll, CEO of Advanced Business SolutionsIn a recent episode of The Thoughtful Entrepreneur, host Josh Elledge interviewed Sandy Moll, CEO and founder of Advanced Business Solutions (ABS). With nearly two decades of experience guiding banks, credit unions, and small to medium-sized businesses, Sandy shared her unique approach to leadership, operational excellence, and sustainable business growth. This post distills the main insights from their conversation, offering practical strategies for founders, business owners, and leaders looking to scale effectively while keeping their teams engaged.The ABS Approach: People, Processes, and Strategic ClaritySandy emphasizes that real business growth begins with a clear understanding of the problem you solve and the unique value you bring. ABS helps clients identify their core challenges, streamline operational processes, and implement strategic frameworks that allow teams to execute effectively. By combining personalized coaching with actionable systems, ABS ensures that businesses are set up for both immediate results and long-term scalability.Another key aspect of ABS's methodology is the focus on people. Sandy highlights the importance of aligning team members with the company's mission, developing leadership at every level, and fostering a culture that encourages accountability and innovation. This people-first approach reduces friction, increases productivity, and empowers employees to contribute meaningfully to the organization's success.Finally, ABS integrates technology and modern tools to enhance business efficiency without overwhelming leadership or teams. From leveraging AI to automate repetitive tasks to using project management platforms to track outcomes, Sandy demonstrates how combining human expertise with smart systems drives clarity, better decision-making, and sustainable growth. This balanced approach allows founders to focus on high-impact initiatives while trusting their teams to execute effectively.About Sandy MollSandy Moll is the CEO and founder of Advanced Business Solutions (ABS), bringing nearly 20 years of experience in helping SMBs, credit unions, and banks achieve clarity, efficiency, and scalable growth. She is passionate about combining operational strategy, leadership coaching, and technology to create sustainable, people-centered business solutions.About Advanced Business Solutions (ABS)ABS is a consulting and business solutions firm specializing in operational efficiency, leadership development, strategic planning, and interim staffing. With a client-first approach, ABS helps organizations streamline processes, develop high-performing teams, and implement strategies that drive measurable growth.Links Mentioned in this EpisodeABS WebsiteConnect with Sandy Moll on LinkedInKey Episode HighlightsThe power of identifying the problem your business solvesAligning team members with organizational mission and cultureIntegrating technology to improve efficiency without overcomplicating operationsLeadership strategies for sustainable growth and accountabilityTips for founders navigating uncertainty and scaling effectivelyConclusionSandy Moll's insights provide a clear roadmap for leaders seeking growth without sacrificing culture or clarity. By combining strategic frameworks, people-first leadership, and technology integration, founders and executives can scale their businesses sustainably while empowering their teams to perform at their best.

    2279 - Simplifying Tax Compliance for High-Net-Worth Clients with Gelt's Tal Binder

    Play Episode Listen Later Oct 6, 2025 18:33


    How Gelt is Transforming Tax Services: Insights from Founder Tal BinderIn a recent episode, Josh Elledge interviewed Tal Binder, CEO and Founder of Gelt, to discuss how his tech-driven tax company is redefining tax compliance, planning, and strategy for high net worth individuals and businesses. Tal shared his journey, the integration of AI and human expertise, and the practical ways Gelt delivers superior service in a fast-evolving tax landscape. This post highlights key takeaways, actionable insights, and tips for anyone considering a modern approach to tax services.The Gelt Approach: Blending AI with Human ExpertiseGelt's model is centered on combining advanced technology with expert human oversight. Tal Binder emphasized that AI acts as a productivity multiplier, enabling tax professionals to work faster and more accurately, while a senior tax manager reviews all filings to mitigate risk and ensure precision.The company focuses on three core services: tax compliance, planning, and strategy, allowing clients to proactively manage obligations, optimize deductions, and structure finances for maximum efficiency. By automating repetitive tasks, Gelt's platform frees experts to deliver higher-value analysis and guidance tailored to each client's situation.Tal also stressed the importance of client experience and transparency. Every client receives a dedicated point of contact, Gelt partners with complementary service providers when necessary, and pricing is structured to reflect complexity and value. These elements make Gelt a unique alternative to traditional firms, ensuring both high-tech efficiency and personalized service.About Tal BinderTal Binder is the Founder and CEO of Gelt, a Tampa-based company focused on delivering tech-enabled tax solutions for high net worth individuals and businesses. Tal combines extensive experience in finance, technology, and entrepreneurship to streamline tax compliance, planning, and strategy.About GeltGelt is a modern tax services firm that integrates AI with human expertise to provide high net worth clients and businesses with accurate, efficient, and actionable tax solutions. Their approach emphasizes compliance, strategic planning, and personalized client service, positioning them as an innovative alternative to traditional firms.Links Mentioned in this EpisodeGelt WebsiteTal Binder LinkedIn ProfileKey Episode HighlightsHow Gelt combines AI and human expertise to enhance tax servicesThe three core services: compliance, planning, and strategyDedicated senior tax managers for personalized client serviceTransparent pricing and partnership approach for businesses and individualsPractical guidance on engaging with tech-enabled tax solutionsConclusionGelt demonstrates that modern tax services can be both high-tech and highly personal, enabling clients to optimize their financial outcomes while reducing complexity. By integrating AI with expert oversight, Gelt provides a scalable, accurate, and proactive approach to tax compliance, planning, and strategy.

    2278 - A Roadmap for Effective Leadership Conversations with The Ready Zone's Esther Weinberg

    Play Episode Listen Later Oct 6, 2025 17:42


    Unlocking Scalable Leadership and Culture: Expert Insights from Esther Weinberg of The Ready ZoneIn a rapidly evolving business landscape, founders and executive teams face the dual challenge of scaling operations while retaining their top talent and organizational sanity. In a recent episode, Josh Elledge interviewed Esther Weinberg, Founder & Chief Leadership Development Officer of The Ready Zone, who shared actionable strategies for building resilient leadership, cultivating strong culture, and preparing teams for sustainable growth. Drawing from her experience across entertainment and international development, Esther provides a practical roadmap for leaders navigating fast-growing organizations.Building Leadership Depth and Organizational ResilienceEsther emphasizes the “Three Ts”—Talent, Traction, and Technology—as the core pillars of scalable leadership. Talent focuses on attracting, developing, and retaining the right people, while Traction ensures that execution aligns with strategy. Technology acts as both an enabler and a source of stress, and leaders must help teams integrate digital tools without compromising culture.Scaling effectively requires recognizing the leadership gap that often emerges as companies grow. Founders cannot do it alone; mid-level and senior leaders need development, clear expectations, and accountability frameworks. Esther advises using structured approaches like the Five A's—Aware, Accurate, Acquire, Accountability, and Action—to empower leaders to reflect, learn, and implement change systematically.Practical application of these principles is critical. Esther recommends auditing your leadership team, clarifying expectations, investing in development, adopting the Five A's in everyday operations, and fostering open, tough conversations. Balancing people and technology ensures that teams stay engaged while adapting to AI and digital transformation pressures, creating a resilient and high-performing organization.About Esther WeinbergEsther Weinberg is the Founder & Chief Leadership Development Officer of The Ready Zone. With a career spanning entertainment and international development, she specializes in helping high-growth organizations build leadership depth, cultivate culture, and scale sustainably while keeping teams engaged and effective.About The Ready ZoneThe Ready Zone equips leaders and executive teams with practical frameworks, tools, and coaching programs designed to improve leadership effectiveness, team alignment, and organizational resilience. Their programs combine actionable strategies, personalized coaching, and change management guidance for leaders navigating complex growth challenges.Links Mentioned in This EpisodeEsther Weinberg LinkedIn ProfileThe Ready ZoneKey Episode HighlightsThe Three Ts framework: Talent, Traction, and TechnologyLeadership gaps in scaling organizations and the importance of mid-level developmentThe Five A's framework for personal and team leadership transformationPractical steps for auditing and developing leadership talentBalancing AI, digital transformation, and people-first leadershipConclusionScaling a business successfully requires more than strategy—it requires depth in leadership, intentional culture building, and the courage to have tough conversations. Esther Weinberg's frameworks provide actionable guidance for founders and executive teams to grow sustainably while keeping their people and performance aligned.

    2277 - Transform Your Customer Retention Strategy with Expert Email and SMS Insights Aspekt's Nikita Vakhrushev

    Play Episode Listen Later Oct 3, 2025 18:23


    Unlocking the Power of Email & SMS Marketing for E-Commerce: Expert Insights from Nikita VakhrushevIn the fast-paced world of e-commerce, many brands focus heavily on acquisition channels like TikTok, Google Ads, and Instagram, often overlooking one of their most valuable assets: their existing customer list. In a recent episode, Josh Elledge spoke with Nikita Vakhrushev, CEO & Chief Strategist of Aspekt, about how e-commerce businesses can maximize revenue and retention through smart email and SMS marketing. Nikita shared actionable strategies to engage warm audiences, optimize backend flows, and leverage design and segmentation for scalable growth.The Value of Backend Marketing for E-CommerceFocusing on existing customers is often more profitable than constantly chasing new ones. Nikita emphasizes that a well-maintained warm list—subscribers who have opted in—can drive repeat purchases and boost engagement. By auditing current flows, segmenting audiences, and sending value-driven communications, brands can increase revenue while fostering long-term loyalty.Modern email and SMS marketing also demands careful attention to privacy, consent, and deliverability. Platforms must respect double opt-ins, frequency preferences, and regulatory compliance to maintain subscriber trust. Nikita recommends staying current with evolving regulations and testing messaging to optimize engagement.Finally, leveraging strategic agency support can multiply results. Agencies like Aspekt provide audits, segmentation, automation, and expert design to ensure every message is impactful. Clear communication, transparency, and personalized service are key to achieving measurable ROI and scaling backend marketing efficiently.About Nikita VakhrushevNikita Vakhrushev is the CEO & Chief Strategist of Aspekt, a leading agency specializing in email and SMS marketing for e-commerce brands. With years of experience managing hundreds of accounts, he focuses on helping businesses increase revenue, engagement, and customer retention through backend marketing strategies.About AspektAspekt provides white-glove email and SMS marketing services for direct-to-consumer brands. Their team specializes in audits, segmentation, automation, and visually compelling campaigns designed to convert and scale, while maintaining transparency and measurable results.Links Mentioned in this EpisodeAspekt WebsiteNikita Vakhrushev LinkedinKey Episode HighlightsThe importance of backend marketing over constant customer acquisition.Leveraging warm lists and subscriber segmentation for higher ROI.Privacy, consent, and deliverability trends impacting email and SMS.Case study: Transforming a legacy brand's email revenue.Choosing agencies that provide transparency, personalization, and measurable results.ConclusionEmail and SMS marketing are powerful, revenue-driving tools when approached strategically. By focusing on your warm audience, optimizing backend flows, and embracing modern design and compliance standards, e-commerce brands can unlock sustainable growth and maximize lifetime customer value.

    2276 - Level Up Your Leadership Game with Rhythm Systems' Patrick Thean

    Play Episode Listen Later Oct 1, 2025 19:01


    The CEO's Journey: Actionable Insights from Patrick Thean on Leadership, Strategy, and ExecutionIn a recent episode of The Thoughtful Entrepreneur, host Josh Elledge interviewed Patrick Thean, co-founder of Rhythm Systems®, bestselling author, and executive coach. Patrick shared actionable strategies for CEOs to scale high-growth companies, build strong cultures, and implement practical frameworks for leadership success. This blog distills key insights, providing guidance for leaders seeking to elevate their organizational performance and personal impact.The Real Role of a CEO: Beyond the Job TitlePatrick emphasizes that the CEO role evolves with company size: startup CEOs are hands-on with day-to-day operations, mid-market leaders focus on vision and enabling teams, and enterprise CEOs prioritize strategy, culture, and executive team alignment. He outlines seven practices for CEO success, including personal growth, curiosity, building early warning systems, aligning teams, fostering culture, developing talent ecosystems, and crafting customer-centric strategies. Implementing these practices helps CEOs empower their teams, prevent costly misalignment, and drive sustainable organizational growth.Personal development is foundational to effective leadership. Patrick recommends regular self-assessment, working with coaches or peer groups, and committing to continuous learning to ensure personal growth keeps pace with company expansion. A strong culture and aligned talent ecosystem amplify the CEO's impact, enabling teams to execute effectively while sustaining engagement, morale, and performance.Tools like Rhythm Systems® act as a “CEO's software,” providing a platform for strategy execution, goal tracking, and real-time performance visibility. By combining practical frameworks with software support, CEOs can transform high-level vision into operational reality, enhance accountability, and maintain clarity across their organization. The integration of personal growth, structured practices, and strategic tools equips leaders to thrive in high-growth environments.About Patrick TheanPatrick Thean is a serial entrepreneur, executive coach, and co-founder of Rhythm Systems®, a SaaS platform designed to help CEOs execute strategy, align priorities, and drive performance. His books, podcast, and coaching provide actionable insights for leaders navigating growth, culture-building, and organizational alignment.About Rhythm Systems®Rhythm Systems® provides a platform that helps CEOs and leadership teams implement strategy, track execution, and maintain alignment across departments. The software combines strategic planning, measurable goals, and real-time performance tracking, supporting sustainable business growth.Links Mentioned in this EpisodeRhythm Systems®Patrick Thean LinkedInKey Episode HighlightsThe CEO role changes depending on company size and growth stage.Seven practices for CEO success: self-growth, curiosity, early warning systems, alignment, culture, talent, and customer strategy.Personal development and accountability are crucial for effective leadership.Culture and talent ecosystems drive sustained organizational performance.Tools like Rhythm Systems® enhance execution, alignment, and clarity.ConclusionPatrick Thean's insights provide CEOs with a roadmap to balance personal growth, strategic leadership, and operational alignment. By implementing his seven practices and leveraging tools like Rhythm Systems®, leaders can empower teams, sustain high performance, and drive long-term business success.

    2275 - Exploring the Role of AI Agents in Modern Business with Snow Leopard's Deepti Srivastava

    Play Episode Listen Later Sep 29, 2025 15:20


    Bridging the Gap: How Snow Leopard AI Empowers Enterprises with Real-Time Data for AI AgentsIn today's fast-paced business world, the ability to connect AI agents to real-time, operational data is crucial for decision-making and efficiency. In a recent episode, host Josh Elledge interviewed Deepti Srivastava, Founder and CEO of Snow Leopard AI, to discuss how enterprises can leverage AI agents effectively while ensuring access to accurate, actionable data. Deepti shares practical guidance for integrating AI, overcoming technical challenges, and maximizing the value of AI-driven workflowsThe Role of Real-Time Data in AI Agent SuccessAI agents are transforming how businesses operate, but their effectiveness hinges on real-time, accurate data. Deepti explains that AI is only as strong as the data it consumes, and fragmented or outdated data can lead to poor outcomes. Enterprises face challenges integrating AI into existing infrastructures, bridging gaps between AI teams and operational systems, and maintaining data security and freshness.Snow Leopard AI provides a platform that abstracts these infrastructure complexities, allowing AI teams to focus on business logic instead of plumbing. By connecting AI agents directly to operational data sources—ranging from SQL databases to SaaS APIs—companies can automate workflows, improve decision-making, and unlock insights that were previously siloed.For organizations beginning their AI journey, Deepti recommends starting with high-impact, low-risk use cases such as customer support, internal knowledge agents, or finance operations. Once proven, the deployment can expand to more complex workflows, leveraging both structured and unstructured data to maximize AI's value.About Deepti SrivastavaDeepti Srivastava is the Founder and CEO of Snow Leopard AI and a seasoned expert in AI infrastructure. She draws on her experience at Google and Oracle to help enterprises connect generative AI agents with real-time business data, enabling faster, more accurate decisions across industries.About Snow Leopard AISnow Leopard AI provides a platform that bridges AI agents with operational enterprise data, simplifying integration, ensuring security, and supporting scalable AI deployment. The platform empowers businesses to automate workflows, improve decision-making, and harness AI across finance, healthcare, SaaS, and legal sectors.Links Mentioned in this EpisodeWebsite: snowleopard.aiLinkedIn: Deepti SrivastavaKey Episode HighlightsUnderstanding the critical role of real-time, operational data for AI agentsOvercoming enterprise integration challenges and infrastructure gapsPractical steps for deploying AI agents across customer support, finance, and internal systemsLeveraging unstructured data for multimodal AI applicationsExpert recommendations for governance, data quality, and phased adoptionConclusionIntegrating AI agents with real-time enterprise data is no longer optional—it's essential for business agility and competitive advantage. Deepti Srivastava's insights and Snow Leopard AI's platform provide a roadmap for enterprises to connect AI effectively, automate complex workflows, and unlock new value from existing systems.

    2274 - Empowering Entrepreneurs with Tailored Virtual Assistant Services from CEO Concierge's Jana Franklin

    Play Episode Listen Later Sep 26, 2025 21:04


    How CEO Concierge is Revolutionizing Virtual Assistant Services for Entrepreneurs: Insights from Jana FranklinIn this episode, host Josh Elledge sits down with Jana Franklin, Founder and CEO of CEO Concierge, to discuss how her company is transforming virtual assistant services for entrepreneurs. Jana shares her personal journey, the challenges she faced as a business owner, and how CEO Concierge helps clients delegate tasks effectively, embrace technology, and maximize productivity. Listeners will gain actionable insights for scaling their businesses while maintaining balance and efficiency.The Power of Personality and Skill MatchingOne of the key differentiators at CEO Concierge is the rigorous approach to matching clients with virtual assistants—not only based on skill but also on personality and work style. Jana explains that understanding a client's preferences, autonomy, and attention to detail ensures a productive, long-term partnership. A strong personality fit reduces friction, improves communication, and allows VAs to anticipate client needs effectively.Beyond personality, skill alignment is critical to ensure the VA can hit the ground running, whether it's managing schedules, handling administrative tasks, or mastering specific business tools. CEO Concierge conducts assessments to ensure compatibility between client needs and VA expertise, which enhances efficiency from day one. For entrepreneurs managing multiple stakeholders or teams, this careful matching ensures that all interactions run smoothly and expectations are met consistently.Finally, CEO Concierge invests in ongoing training for both VAs and clients, keeping skills current and adaptable to evolving business needs. From learning new software to mastering AI tools, the company empowers VAs to provide higher-value support while educating clients on delegation strategies. This continuous development ensures that both parties grow together, resulting in stronger partnerships and better business outcomes.About Jana FranklinJana Franklin is a seasoned entrepreneur and franchisee of Fantastic Sams and Jimmy John's. With years of experience managing multi-location businesses, she understands the importance of delegation, productivity, and leveraging talent to achieve growth. Jana founded CEO Concierge to provide entrepreneurs with a trusted, efficient, and personalized virtual assistant service that addresses real-world business challenges.About CEO ConciergeCEO Concierge is a boutique virtual assistant service that matches business leaders with highly trained VAs from the Philippines. The company emphasizes personality and skill matching, ongoing training, and a concierge-level onboarding experience to ensure every client-VA relationship is a perfect fit. By providing entrepreneurs with trusted support, CEO Concierge allows clients to focus on growth, innovation, and leadership rather than administrative tasks.Links Mentioned in This EpisodeCEO Concierge WebsiteKey Episode HighlightsThe importance of delegating tasks outside your zone of geniusPersonality and skill matching for long-term VA-client successContinuous VA training and client education to enhance efficiencyLeveraging technology and AI tools to maximize productivityOvercoming the founder's dilemma of letting go to grow your businessCEO Concierge onboarding process ensures the perfect matchConclusionJana Franklin's insights reveal how a well-matched, well-trained virtual assistant can transform the way entrepreneurs operate. By focusing on personality alignment, skill development, and embracing technology, CEO Concierge empowers clients to delegate with confidence, reclaim their time, and...

    2273 - Transforming Customer Experience Through the Power of Voice AI with Thinkrr.AI's Mohan Gulati

    Play Episode Listen Later Sep 24, 2025 20:56


    Unlocking the Power of Voice AI: Insights from Mohan GulatiVoice technology is transforming the way we interact with digital platforms, making communication more natural, efficient, and human-like. In a recent episode of The Thoughtful Entrepreneur, host Josh Elledge interviewed Mohan Gulati, Founder and CEO of Thinkrr.AI, about his journey and the innovative ways his company is leveraging voice AI. This episode is packed with actionable insights for businesses, entrepreneurs, and tech enthusiasts eager to harness voice technology for growth and efficiency.How Voice AI is Changing Business CommunicationVoice AI is more than just a futuristic concept—it's a practical tool that can streamline operations and enhance customer experiences. Mohan Gulati highlighted that voice technology allows businesses to handle tasks like inbound calls, appointment scheduling, and lead qualification without constant human intervention. By deploying voice agents, companies can maintain 24/7 availability while reducing operational bottlenecks.Beyond efficiency, voice AI creates a more natural and engaging interaction with customers. Conversational interfaces mimic human speech, conveying nuance, tone, and emotion that text-based communication often lacks. This human-like quality strengthens connections, builds trust, and improves satisfaction in ways traditional methods can't match.For businesses ready to scale, voice AI offers versatility and easy integration. From small agencies to large enterprises, platforms like Thinkrr.AI allow companies to deploy customized solutions quickly, train voice agents with real customer data, and continuously optimize performance. The result is a seamless, scalable system that enhances both efficiency and customer experience.About Mohan GulatiMohan Gulati is the Founder and CEO of Thinkrr.AI, a company dedicated to making voice technology accessible, intuitive, and effective for businesses of all sizes. With a passion for solving everyday problems through AI, Mohan combines technical expertise with a deep understanding of how businesses can leverage emerging technologies to drive growth.About Thinkrr.AIThinkrr.AI is a voice AI platform that enables businesses to deploy conversational agents on websites, phone systems, and other digital channels. Designed for speed, accuracy, and scalability, Thinkrr.AI helps companies automate routine tasks, improve customer engagement, and expand their service offerings. Its solutions are suitable for businesses, resellers, and entrepreneurs looking to integrate cutting-edge voice technology into their operations.Links Mentioned in this EpisodeThinkrr.AI: https://thinkrr.aiKey Episode HighlightsThe vision behind Thinkrr.AI and the inspiration from real-world challengesHow voice AI enhances efficiency, reduces cognitive load, and creates human-like interactionsPractical applications for businesses, including customer support, appointment booking, and lead qualificationBenefits of voice AI: 24/7 availability, operational efficiency, enhanced customer experience, and scalabilityTips for deploying voice AI: start small, train...

    2272 - Overcoming the Dunning-Kruger Effect and Embracing Vulnerability for True Connection with Marianne Hickman

    Play Episode Listen Later Sep 22, 2025 17:57


    The Art of Authentic Speaking: Lessons from Marianne HickmanIn a world increasingly dominated by automation and AI, genuine human connection is more valuable than ever. In this episode of The Thoughtful Entrepreneur, host Josh Elledge sits down with Marianne Hickman—speaker coach, top 1% podcaster, and advocate for authentic expression. They explore the power of vulnerability, the nuances of public speaking, and how leading with authenticity can create lasting impact.Rediscovering Authenticity in SpeakingMarianne emphasizes that in a digital world filled with AI-generated content, audiences crave realness. She encourages speakers to show their humanity, share personal passions, and let their creative process shine. Transparency and effort create trust that technology can never replicate.She also addresses the common pitfall of overconfidence, highlighting the Dunning-Kruger effect in the speaking industry. Marianne advises aspiring speakers to seek honest feedback, embrace humility, and focus on substance over style. By prioritizing growth over ego, speakers can steadily develop true expertise.Finally, Marianne underscores the importance of connecting with one person at a time. Real influence comes from seeing your audience as individuals, inviting feedback, and serving others rather than chasing viral moments. This relationship-focused approach is the foundation for a sustainable speaking career.About Marianne HickmanMarianne Hickman is a speaker coach, podcaster, and passionate advocate for authentic communication. She guides aspiring speakers and leaders to find their unique voice, connect with audiences meaningfully, and grow their influence without sacrificing their humanity.About Marianne's CompanyThrough her coaching and resources, Marianne Hickman helps speakers and professionals cultivate authenticity, confidence, and resilience. She empowers individuals to lead with purpose and build influence that is both impactful and sustainable. Learn more at mariannehickman.com.Links Mentioned in This EpisodeMarianne Hickman Website: mariannehickman.comInstagram: @mariannehickmanKey Episode HighlightsThe value of authenticity in a digital, AI-driven world.Recognizing and overcoming the Dunning-Kruger effect in speaking.How vulnerability builds trust and deep connection with audiences.Practical strategies for coaching and guiding others side by side.Actionable steps for aspiring speakers to grow with integrity and impact.ConclusionBecoming a powerful speaker isn't about chasing followers or viral fame—it's about authenticity, humility, and serving others. Marianne Hickman demonstrates that leading with your real voice, walking alongside your audience, and investing in relationships creates influence that lasts.

    2271 - Creating High-Value Group Coaching Programs That Attract Premium Clients with Success Made Simple's Cailen Ascher

    Play Episode Listen Later Sep 19, 2025 18:52


    How to Transition from 1:1 Coaching to Profitable Group Programs: Insights from Cailen AscherFeeling stuck trading time for money as a coach or consultant? In this episode, Josh Elledge interviews Cailen Ascher, founder of Success Made Simple, to explore how she transitioned from one-on-one coaching to scalable, high-impact group programs. Cailen shares actionable strategies to create transformational group offers, price them for profit, and attract clients ready to invest—all while reclaiming your time and building a business that supports your lifestyle.Why Group Coaching WorksCailen's shift to group programs was driven by a need for freedom and flexibility as a new mom. One-on-one coaching required constant client calls, leaving little time for family or personal pursuits. By designing group programs, she was able to serve more clients in less time, reclaiming 90% of her schedule while still delivering real results.Group programs also increase income potential without requiring more hours. With a structured curriculum, coaches can generate six- or seven-figure revenue while providing deeper transformation for participants. Peer learning, accountability, and community dynamics make group programs more impactful than individual coaching alone.To make the transition successful, Cailen recommends auditing your current 1:1 work. Identify tasks and content that can be systematized, define the transformation you provide, and design a framework that works for multiple clients simultaneously. Intentional program design is the key to scaling without sacrificing quality or client experience.About Cailen AscherCailen Ascher is a business coach and founder of Success Made Simple. She helps coaches, consultants, and service providers move from time-intensive one-on-one work to profitable group programs, emphasizing efficiency, leverage, and client transformation.About Success Made SimpleSuccess Made Simple is a coaching and training platform dedicated to helping entrepreneurs scale their businesses, streamline their processes, and design programs that generate both income and freedom. The company focuses on actionable strategies, systems, and support to help clients achieve results faster.Links Mentioned in This EpisodeSuccess Made SimpleCailen Ascher LinkedInKey Episode HighlightsHow to transition from 1:1 coaching to group programsDesigning transformational group offers that scalePricing strategies for profit without compromising resultsAttracting high-commitment clients with outcome-driven messagingCreating a business model that supports lifestyle freedomConclusionCailen Ascher's insights demonstrate that scaling your coaching business doesn't mean sacrificing quality or client results. By leveraging group programs, coaches can achieve greater impact, increased income, and more personal freedom—all while delivering meaningful transformation to clients.

    2269 - Essential Decision-Making Strategies for Leaders and Boards with Rick Williams

    Play Episode Listen Later Sep 15, 2025 20:35


    Unlocking Leadership and Decision-Making: Insights from Rick WilliamsIn this episode, Josh Elledge sits down with Rick Williams—keynote speaker, author of Create the Future: Powerful Decision Making Tools for Your Company and Yourself, and experienced board member—to explore actionable strategies for leaders. Rick shares how diverse experiences, effective board governance, and structured decision-making can accelerate organizational success and personal leadership growth.Leadership Lessons and Decision-Making FrameworksRick emphasizes that leadership is a blend of strategy, personal growth, and practical execution. Drawing lessons from sailing and photography, he explains how diverse interests can sharpen decision-making, improve adaptability, and foster creative problem-solving. Leadership skills are not confined to the office; they develop through varied experiences that challenge perspective and enhance judgment.He also highlights the strategic value of a well-structured board of directors. Beyond governance, boards provide accountability, offer new perspectives, and serve as a catalyst for organizational growth. Rick shares best practices for selecting board members, defining clear roles, and maintaining open communication to ensure boards function as true strategic partners.Finally, Rick walks listeners through his five-step decision-making framework: understand the opportunity, define success, explore creative options, assess risks, and make choices aligned with organizational goals and values. By following this structured approach, leaders can navigate complex decisions confidently while aligning their teams and resources toward meaningful outcomes.About Rick WilliamsRick Williams is a physicist-turned-entrepreneur, author, and seasoned board member. His career spans roles in consulting, real estate, and technology leadership, giving him a unique perspective on organizational strategy and decision-making. Rick is passionate about helping leaders create high-impact results through structured processes, personal growth, and strategic board governance.About Rick Williams LeadershipRick Williams Leadership provides insights, tools, and resources for executives and board members to improve decision-making, enhance governance, and accelerate organizational performance. The platform offers thought leadership content, training, and coaching that equips leaders to navigate complex challenges with confidence and clarity.Links Mentioned in this EpisodeRick Williams LeadershipRick Williams LinkedInKey Episode HighlightsDiverse hobbies like sailing and photography can strengthen leadership and decision-making skills.Career evolution shows how different experiences contribute to effective leadership.Boards are strategic assets that add value beyond daily operations.Rick's five-step decision-making framework helps leaders tackle high-stakes choices.CEOs succeed by orchestrating strategy, delegating tasks, and empowering their teams.ConclusionRick Williams' insights provide a practical roadmap for leaders who want to make better decisions, leverage boards effectively, and grow personally and professionally. His approach shows that leadership is not just about executing tasks but about cultivating perspective, strategic thinking, and organizational impact.

    2268 - Proven Strategies for Entrepreneurs to Write a Transformative Book with Tandem Services Inc's Jennifer Crosswhite

    Play Episode Listen Later Sep 12, 2025 21:22


    Why Writing a Book in 2025 Is a Game-Changer for Entrepreneurs: Expert Insights from Book Coach Jennifer CrosswhiteIn today's fast-moving business world, standing out as a thought leader requires more than just expertise—it requires authority. In this episode of The Thoughtful Entrepreneur, host Josh Elledge sits down with Jennifer Crosswhite, seasoned book coach, editor, and CEO and Owner of Tandem Services Inc., to discuss why writing a book in 2025 is one of the most powerful moves an entrepreneur, coach, or CEO can make. Jennifer shares her experience navigating both traditional and self-publishing, revealing actionable strategies for turning your ideas into a book that builds credibility, influence, and lasting impact.Why a Book is Your Ultimate Authority ToolWriting a book in 2025 is not just about putting words on a page—it's about creating a strategic asset that can transform your business and personal brand. Jennifer emphasizes that a book functions as a tangible symbol of authority, often called a “$10 business card,” and provides a global platform for your message. Beyond credibility, books open doors to speaking engagements, media appearances, consulting opportunities, and strategic partnerships that would otherwise be out of reach.Another important point Jennifer makes is that publishing today is democratized. With self-publishing, hybrid models, and AI tools, entrepreneurs now have unprecedented access to producing high-quality content while directly connecting with their audience. AI can help with research, outlining, and drafting—but the unique voice and expertise of the author remain irreplaceable.Finally, a book is not about filling pages—it's about transformation. Jennifer stresses the importance of curating ideas, reverse-engineering your content for impact, and keeping your audience's journey front and center. When done strategically, a book becomes a tool to guide, inspire, and educate readers, creating measurable business growth and influence.About Jennifer CrosswhiteJennifer Crosswhite is a seasoned book coach, editor, and CEO and Owner of Tandem Services Inc., with extensive experience in traditional publishing, self-publishing, and coaching first-time authors. She helps entrepreneurs, thought leaders, and business owners craft books that establish authority, attract opportunities, and create lasting impact for readers and their businesses.About Tandem Services Inc.Tandem Services Inc. is a full-service coaching and publishing company dedicated to guiding authors from concept to published work. From strategic planning and outlining to editing and coaching, Tandem Services empowers business leaders to write books that not only position them as experts but also open doors to new opportunities, audiences, and revenue streams.Links Mentioned in this EpisodeTandem Services Inc. WebsiteJennifer Crosswhite on LinkedInKey Episode HighlightsWhy writing a book is the ultimate authority and credibility builder in 2025.How self-publishing and AI tools are changing the modern publishing landscape.Common misconceptions about book writing: it's not about page count, it's about transformation.Jennifer's two-step brainstorming process: brain dump and organization for maximum impact.The benefits of working with a book coach: accountability, expert feedback, and positioning your book for success.ConclusionWriting a book in 2025 is more than a creative project—it's a strategic business move that can set you apart, build authority, and expand your reach globally. Jennifer Crosswhite's...

    2267 - How Remote Teams Transform Lives and Drive Global Impact with ZimWorX's JW Oliver JR

    Play Episode Listen Later Sep 10, 2025 19:46


    Transforming Lives and Businesses: The Power of Remote Teams with ZimWorXIn a world where remote work is reshaping the way companies operate, ZimWorX is leading the charge by combining operational excellence with social impact. In a recent episode of The Thoughtful Entrepreneur, host Josh Elledge spoke with JW Oliver, CEO and Co-founder of ZimWorX, about how the company is transforming lives in regions with high unemployment while delivering top-tier remote workforce solutions. This post highlights actionable insights and strategies from their conversation for leaders looking to grow their business and make a meaningful impact.The Mission and Impact of ZimWorXZimWorX operates with a clear mission: “Transforming lives to make a global impact.” JW Oliver shared how the company focuses on creating employment opportunities in countries like Zimbabwe, Zambia, and Costa Rica, where unemployment rates are high and economic opportunity is limited. By giving 51% of profits back to ministries and causes worldwide, ZimWorX has embedded social impact directly into its business model, creating a triple win for team members, clients, and global causes.Remote teams with ZimWorX offer unique advantages that go beyond cost savings. Team members are highly educated, proficient in English, and motivated to excel, ensuring high performance and low attrition. Their time zones align closely with U.S. clients, making collaboration smooth, and their strong work ethic guarantees reliability and dedication. JW emphasizes that the right people in the right roles can transform both business operations and the lives of employees.For companies considering remote teams, ZimWorX provides a straightforward process: discovery calls, interviews with pre-vetted candidates, direct hires, and ongoing support, including HR and workplace wellness programs. By treating team members as integral parts of the organization, businesses can leverage remote teams not only for efficiency but also for sustained growth and positive impact on communities abroad.About JW OliverJW Oliver is the CEO and Co-founder of ZimWorX, a global remote workforce solutions company. With extensive experience in leadership, operational management, and purpose-driven business, JW combines his professional expertise with a personal mission to create jobs, empower individuals, and drive global impact.About ZimWorXZimWorX is a remote workforce solutions provider that specializes in staffing highly skilled professionals in countries such as Zimbabwe, Zambia, and Costa Rica. The company focuses on delivering exceptional talent for industries like healthcare, accounting, executive support, and dental services while prioritizing employee well-being, cultural training, and social impact.Links Mentioned in This EpisodeZimWorXJW Oliver LinkedInKey Episode HighlightsThe ZimWorX mission: profit with purpose and creating jobs in high-unemployment regionsAdvantages of hiring remote teams in Zimbabwe, Zambia, and Costa RicaRoles and industries where remote teams excel, including healthcare, accounting, and executive supportAddressing common concerns: security, time zones, and contract flexibilityStep-by-step onboarding process for remote teamsWorkplace wellness programs that boost engagement and retentionLeadership insights from JW Oliver: adaptability, purpose-driven leadership, and storytellingConclusionJW Oliver's conversation with Josh Elledge showcases how a business can balance profit, purpose, and people to create meaningful impact. ZimWorX proves that remote teams can do more...

    2266 - Discover How to Leverage Speaking Opportunities for Business Growth and Impact with Speakers Gigs' Dannella Burnett

    Play Episode Listen Later Sep 8, 2025 16:57


    How to Find and Secure Speaking Gigs: Expert Strategies from Dannella BurnettAre you a coach, business owner, or expert looking to grow your audience, income, and impact through speaking? In a recent podcast episode, Josh Elledge sat down with Dannella Burnett, founder of Speakers Need to Speak and Encore Elite Events, to share actionable strategies for landing more speaking gigs, maximizing stage opportunities, and building a sustainable speaking career.Unlocking More Speaking OpportunitiesOne of the biggest hurdles speakers face is access—finding the right events that align with their expertise and goals. Dannella explains that traditional methods often leave opportunities hidden, while newer platforms and curated approaches can help speakers navigate the landscape efficiently. By focusing on quality over quantity, speakers can save time and gain exposure to the most valuable engagements.Dannella also emphasizes that the speaking landscape has evolved. Paid gigs are no longer the only path to success; free or “pay-to-play” opportunities can generate significant long-term ROI when leveraged strategically. The key is understanding how each opportunity contributes to audience growth, brand authority, and revenue generation.To overcome these challenges, speakers need both tools and guidance. Dannella's approach combines technology, curated lists, and hands-on support to ensure speakers find the right events, submit successful applications, and optimize every stage for maximum impact. By using this system, speakers can grow their reach, income, and influence more efficiently than going it alone.About Dannella BurnettDannella Burnett is the founder of Speakers Need to Speak and Encore Elite Events. With a background in culinary arts, event planning, and nonprofit engagement, she has developed a unique perspective on what it takes to succeed in the speaking world. Her mission is to elevate experts, thought leaders, and problem-solvers by helping them secure speaking opportunities that grow both their influence and business.About Speakers Need to SpeakSpeakers Need to Speak provides curated access to thousands of speaking opportunities each month, combining AI-powered matching with personalized support. The company helps speakers identify the best-fit gigs, streamline applications, and maximize stage potential, all with a flat-fee model that prioritizes the speaker's success rather than agency commissions.Links Mentioned in this EpisodeSpeakers Need to SpeakKey Episode HighlightsHow to find high-quality speaking opportunities without feeling overwhelmedPaid, free, and pay-to-play strategies for monetizing speaking gigsThe importance of aligning gigs with personal and business goalsUsing technology and curated support to maximize stage impactActionable tips for building speaker assets like one-sheets and demo videosConclusionThe speaking industry is more accessible than ever, but success requires strategy, tools, and guidance. By following Dannella Burnett's advice, speakers can identify the right gigs, optimize their presence on stage, and turn every opportunity into a stepping stone for growth and influence.

    2265 - Navigating the New SEO Era: Enhancing Your Brand's AI Presence with Vertology's Liudmila Kiseleva

    Play Episode Listen Later Sep 5, 2025 24:27


    How to Optimize Your Brand for AI Search: Expert Insights from Liudmila Kiseleva, Vertology AI FounderAI is transforming SEO, changing how brands are discovered and perceived online. In a recent episode, Josh Elledge interviewed Liudmila Kiseleva, Founder of Vertology AI, about strategies brands can use to thrive in AI-driven search. From updating digital footprints to leveraging AI visibility tools, Liudmila shared actionable tips to help businesses stay relevant and authoritative in this evolving landscape.The AI SEO Revolution: Key Strategies for BrandsLiudmila explains that AI-powered search is shifting from traditional keyword ranking to understanding brand authority and accuracy. Large language models (LLMs) like ChatGPT and Perplexity synthesize information from across the web, meaning outdated or inconsistent information can misrepresent your brand. Ensuring your digital footprint is unified and current is now more important than ever.Brands can improve AI visibility by prioritizing first-party, authoritative content such as podcasts, blog posts, and interviews. Liudmila also emphasizes auditing old or inaccurate content, maintaining consistency across platforms, and leveraging AI tools like Vertology AI to monitor how your brand is perceived by AI in real time. These steps help brands remain trustworthy and visible as AI search continues to evolve.For businesses ready to take action, Liudmila recommends focusing on measurable outcomes: track updates, review AI visibility audits, and continuously refine digital messaging. By approaching AI SEO strategically, companies can future-proof their online presence and gain a competitive edge.About Liudmila KiselevaLiudmila Kiseleva is the Founder of Vertology AI, a platform helping brands understand and optimize how AI models perceive their digital presence. With deep expertise in AI-driven search and digital marketing, she guides companies in becoming more visible, authoritative, and accurate in an AI-first world.About Vertology AIVertology AI is an AI-driven platform that provides brands with visibility audits and insights into how AI models “see” their online presence. It offers memory-based and live audits to identify gaps and inconsistencies, helping businesses maintain an authoritative and accurate digital footprint.Links Mentioned in this EpisodeLiudmila Kiseleva LinkedInVertology AIKey Episode HighlightsThe difference between AI-native and AI-enhanced searchHow LLMs synthesize brand information and why digital footprint mattersActionable tips: unify brand positioning, prioritize first-party content, and audit outdated informationTools like Vertology AI for monitoring AI visibilityThe urgency of optimizing for AI search nowConclusionAI-driven search is reshaping how brands are discovered and perceived online. By updating digital footprints, producing authoritative content, and leveraging AI visibility tools, brands can ensure they remain accurate, trustworthy, and competitive in this new SEO landscape. Liudmila Kiseleva's insights provide a clear roadmap for navigating the AI-first future of search.

    2264 - The Greatest Advantage of No-Code AI Solutions for Busy Professionals with StudioX's Ajay Malik

    Play Episode Listen Later Sep 3, 2025 19:33


    Unlocking the Power of Generative AI Agents: Insights from Ajay Malik, CEO of StudioXGenerative AI is revolutionizing the way businesses operate, moving beyond basic chatbots to autonomous AI agents that can handle complex workflows. In this episode, Josh Elledge interviews Ajay Malik, CEO and founder of StudioX, about how agent-based AI is transforming enterprise efficiency, automating repetitive tasks, and enabling smarter decision-making. Ajay shares practical strategies for adopting AI, leveraging no-code tools, and integrating intelligent agents into business operations for measurable results.How Agent AI is Changing BusinessMost businesses are familiar with traditional AI tools like ChatGPT, which respond to prompts and generate content. Agent AI, however, goes further by acting autonomously, performing goal-oriented tasks, monitoring multiple systems, and making informed decisions without constant human input. This shift enables businesses to scale operations, reduce errors, and free teams to focus on higher-value work.No-code AI platforms like StudioX are making this technology accessible to anyone. Drag-and-drop workflow builders, pre-built templates, and seamless integrations with tools such as CRM, email, and ERP allow companies to implement AI without programming knowledge. Businesses can prototype, deploy, and optimize AI agents quickly, saving time and increasing efficiency.Real-world applications are already transforming industries. From oil & gas operations and logistics to customer service and email management, agent AI can monitor data, triage tasks, and take autonomous action. Ajay emphasizes starting small with high-impact workflows, iterating fast, and scaling gradually to maximize value and adoption across organizations.About Ajay MalikAjay Malik is the CEO and founder of StudioX and a former Google executive, with deep expertise in AI, enterprise technology, and digital automation. He focuses on practical applications of agent AI, helping businesses implement autonomous digital assistants that improve efficiency, decision-making, and growth.About StudioXStudioX is a no-code AI platform that empowers businesses to build, deploy, and manage autonomous AI agents without programming knowledge. The platform provides drag-and-drop workflow builders, pre-built templates, and integrations with existing tools, enabling companies to automate tasks, streamline operations, and scale efficiently.Links Mentioned in this EpisodeStudioXAjay Malik on LinkedInKey Episode HighlightsDifference between traditional chatbots and autonomous agent AIHow agent AI enables proactive decision-making and goal-oriented workflowsNo-code AI platforms make automation accessible without programmingReal-world applications in oil & gas, logistics, retail, and email managementPractical tips for starting small, iterating, and scaling AI adoptionAdvice for businesses to view AI as an enabler and focus on measurable outcomesConclusionAgent AI is redefining business automation, transforming reactive tools into proactive digital assistants capable of handling complex workflows. With platforms like StudioX, companies of any size can implement AI agents, automate processes, and unlock new levels of efficiency, productivity, and growth. Starting small, experimenting, and scaling intelligently is the key to successfully leveraging this technology.

    2263 - Leadership, Learning, and Mastering Uncertainty with THAXA's Dr. Carla Fowler

    Play Episode Listen Later Sep 1, 2025 18:16


    Thriving in Uncertainty: Leadership, Learning, and Performance Science with Dr. Carla FowlerIn an unpredictable world, leaders and professionals need more than strategies—they need resilience, adaptability, and insight. In this episode, host Josh Elledge sits down with Dr. Carla Fowler, Founder and Managing Director of THAXA®, to explore how high performance, deliberate learning, and science-backed leadership approaches can help individuals not just survive, but thrive in uncertainty.Mastering Learning and Leadership in UncertaintyDr. Carla Fowler brings a unique perspective, combining human biology, immunology, medicine, and over a decade of executive coaching to offer a research-backed approach to performance and learning. She emphasizes that adult skill acquisition is a marathon requiring both engagement and rigor, with fun and motivation playing a crucial role in long-term success. Leaders must balance immersive, playful learning with targeted, high-impact methods for urgent challenges.Equally important is reframing uncertainty as a source of opportunity rather than stress. Dr. Fowler explains that while uncertainty is inevitable, our perception and response define the outcome. By carving out time for continuous learning and deliberately shifting from reactive to proactive thinking, leaders can leverage ambiguity to drive growth and innovation.Finally, deliberate thinking and internal control are essential for effective leadership. Dr. Fowler underscores the importance of creating intentional moments for reflection, practicing self-awareness, and reclaiming control over one's decisions and priorities. This allows leaders to operate from a proactive mindset, rather than being driven by external pressures or constant mental chatter.About Dr. Carla FowlerDr. Carla Fowler is the Founder and Managing Director of THAXA®, combining expertise in human biology, immunology, and medicine with over ten years of executive coaching experience. She helps leaders and professionals apply performance science to thrive under uncertainty, fostering both personal and organizational growth.About THAXA®THAXA® is a performance science and executive coaching firm dedicated to helping leaders develop practical skills, resilience, and self-awareness. The company provides research-backed strategies to improve decision-making, learning, and leadership effectiveness in complex and unpredictable environments.Links Mentioned in This EpisodeTHAXA® WebsiteDr. Carla Fowler on LinkedInKey Episode HighlightsDr. Fowler emphasizes the importance of balancing fun and rigor in learning, embracing uncertainty as a growth opportunity, practicing deliberate reflection, and reclaiming internal control to lead effectively. Leaders can apply these insights immediately by scheduling focused learning, prioritizing tasks aligned with their goals, and developing skills to transform ambiguity into advantage.ConclusionNavigating uncertainty requires more than reactive strategies—it demands intentional learning, self-awareness, and proactive leadership. Dr. Carla Fowler's insights provide a roadmap for leaders to cultivate resilience, improve decision-making, and harness the power of performance science for both personal and professional growth.

    2262 - What's Really Holding You Back in Love and Life with Ray Biancalana

    Play Episode Listen Later Aug 29, 2025 32:02


    The Power of Inner Work: Transforming Relationships, Business, and Emotional Health with Ray BiancalanaIn this episode, Josh Elledge sits down with Ray Biancalana—certified relationship coach, best-selling author, and founder of Coaching with Ray—to explore how inner work transforms relationships, business success, and emotional well-being. Drawing from decades of experience, Ray shares actionable insights on self-inquiry, shadow work, and breaking free from emotional patterns that hold us back. Listeners gain practical strategies for addressing internal barriers and cultivating curiosity, vulnerability, and connection in all areas of life.Inner Work as the Key to Personal and Professional GrowthRay emphasizes that meaningful change starts from within. Instead of focusing solely on external strategies or quick fixes, true transformation requires examining internal beliefs, behaviors, and emotional patterns. By dedicating time to self-reflection, journaling, or coaching, you can identify recurring patterns that impact both relationships and business decisions.Addressing the shadow self—unprocessed emotions and past experiences—is essential for emotional freedom. Ray highlights that unresolved feelings often manifest as anxiety, anger, or self-sabotage, and recommends practices like body awareness, somatic coaching, and emotional processing to release them.Through his book Quantum Questions, Ray introduces seven radical questions designed to uncover hidden barriers and promote deep self-inquiry. By asking the right questions, committing to honesty, and exploring recurring patterns, listeners can break free from emotional roadblocks and create healthier personal and professional dynamics.About Ray BiancalanaRay Biancalana is a certified relationship coach, best-selling author of Quantum Questions, and founder of Coaching with Ray. With decades of experience, Ray has helped countless clients break through emotional barriers, improve relationships, and cultivate professional success through practical, transformative coaching.About Coaching with RayCoaching with Ray is dedicated to helping individuals and couples navigate emotional challenges, improve communication, and achieve lasting personal and professional growth. Through coaching, resources, and Ray's podcast, the company provides tools for real change rooted in self-inquiry and emotional awareness.Links Mentioned in This EpisodeCoaching with RayRay Biancalana's Quantum Questions BookFinding Freedom From PodcastKey Episode HighlightsHow inner work drives personal, professional, and relational growthUnderstanding the shadow self and processing stored emotional painSeven Quantum Questions for radical self-inquiryPractical strategies to overcome loneliness, insecurity, stress, anxiety, and angerThe role of connection, vulnerability, and curiosity in lasting changeRay's coaching approach: blending emotional support with practical skill-buildingConclusionThis episode offers a roadmap for anyone ready to do the inner work necessary for transformative growth in relationships, business, and emotional health. Ray Biancalana's insights demonstrate that by addressing internal barriers and embracing curiosity, vulnerability, and connection, you can create lasting, meaningful change.

    2261 - How to Avoid the Pitfalls of Tactical Marketing and Focus on Strategic Branding with Hummingbird Creative Group's Wendy Coulter

    Play Episode Listen Later Aug 27, 2025 23:36


    Building Business Value Through Strategic Branding: Insights from Wendy Coulter of Hummingbird Creative GroupIn a recent episode of The Thoughtful Entrepreneur, host Josh Elledge interviewed Wendy Coulter, President and CEO of Hummingbird Creative Group. With over three decades of expertise in branding and marketing, Wendy discussed how strategic branding can transform a business—not just in terms of sales and marketing, but across company culture, operations, and even its overall valuation. This episode is a must-listen for business leaders, marketers, and entrepreneurs looking to leverage branding for long-term success.Strategic Branding as a Business Growth EngineWendy highlights that branding is a strategic asset that impacts every part of a company, from culture to customer interactions. It's not just about a logo or a catchy slogan; branding encompasses the entire business model. It shapes internal culture, drives how employees engage with customers, and builds a reputation that attracts trust and credibility. By aligning your brand with your core values and mission, you create a business that stands out in a crowded marketplace.Wendy also points out the critical role that branding plays in company valuation. A well-established, differentiated brand can increase your company's worth by as much as 25% to 100% when the business is up for sale. Companies with strong brands are seen as more attractive to investors, and they often enjoy higher profit margins compared to their competitors. As such, branding isn't just an expense—it's an investment that pays off long-term in terms of both growth and valuation.Finally, Wendy emphasizes the importance of starting with strategy before diving into tactics. Many businesses rush into digital marketing or paid ads without a clear brand strategy, leading to wasted resources and ineffective messaging. Instead, businesses should define their unique value propositions, set clear goals, and develop a comprehensive brand strategy to guide all marketing efforts. This ensures that all campaigns and messaging are aligned with the company's business objectives, reducing wasted spend and improving effectiveness.About Wendy CoulterWendy Coulter is the President and CEO of Hummingbird Creative Group, a branding and marketing agency that helps businesses elevate their brands to drive growth. With over 30 years of experience in marketing, Wendy has worked with numerous companies to create impactful, strategic brands that resonate with their audiences and position them for long-term success. She is passionate about using branding as a tool for transformation, helping businesses of all sizes navigate the complexities of the market to stand out and thrive.About Hummingbird Creative GroupHummingbird Creative Group is a strategic branding agency dedicated to helping businesses of all sizes build and elevate their brands. With a focus on clarity and differentiation, Hummingbird works closely with clients to define their core values, mission, and unique positioning. The agency's services go beyond traditional marketing; they aim to create a cohesive brand experience that aligns with business goals, drives growth, and fosters internal culture. Through their tailored approach, Hummingbird helps companies build brands that resonate with both their teams and their customers.Links Mentioned in This Episode:Hummingbird Creative GroupThe Hummingbird Effect PodcastKey Episode HighlightsBranding as a Strategic Asset: Strong branding impacts every aspect of your business, from culture to operations, and is critical in differentiating your company.Branding and Company Valuation: A...

    2260 - Top Opportunities for Women in Franchising Right Now with Females in Franchising's Brittney Lincoln

    Play Episode Listen Later Aug 25, 2025 17:33


    Breaking Barriers and Building Community: Brittney Lincoln's Guide to Women in FranchisingIn a recent episode of The Thoughtful Entrepreneur, Josh Elledge sits down with Brittney Lincoln, Founder of Females in Franchising, to explore the opportunities and challenges for women in the franchising industry. Brittney shares her journey, insights on gender dynamics, and practical strategies for women looking to succeed in franchising. This conversation highlights the power of mentorship, community, and emerging franchise opportunities, offering a roadmap for aspiring and current female entrepreneurs in the space.Empowering Women in a Male-Dominated IndustryBrittney explains that franchising remains heavily male-dominated, with women holding only about 20% of C-suite roles and owning less than 30% of franchise establishments. Fewer than 10% of franchisor companies are female-founded, and women receive less than 2% of venture capital funding. She points out that the gap is driven by lack of awareness, limited industry networks for women, and broader challenges such as access to capital.To address this, Brittney founded Females in Franchising — a community designed to connect women working in corporate franchise roles, female franchise owners, women-owned vendor businesses, and aspiring entrepreneurs. The platform offers a supportive space for sharing experiences, learning from experts, and accessing resources tailored to women in the industry. She emphasizes that franchising provides a unique middle ground between traditional entrepreneurship and corporate life, offering flexibility, proven systems, and community.Brittney also outlines key growth sectors for women entering franchising, including service-based franchises, health and wellness concepts, and childhood enrichment programs. She encourages women to research local market needs, choose opportunities aligned with their passions, and leverage mentorship and franchise consultants to guide their decisions.About Brittney LincolnBrittney Lincoln is the Founder of Females in Franchising, an organization dedicated to connecting, educating, and supporting women in the franchising industry. She is passionate about creating pathways for women to achieve leadership, ownership, and influence within the sector.About Females in FranchisingFemales in Franchising is a community platform that provides mentorship, networking, and educational resources for women in the franchising world. It serves corporate professionals, franchise owners, vendors, and aspiring entrepreneurs, helping them navigate the unique challenges and opportunities in the industry.Links Mentioned in this EpisodeFemales in Franchising WebsiteBrittney Lincoln on LinkedInEpisode HighlightsThe current gender gap in franchising and why it exists.The mission and purpose behind Females in Franchising.High-growth franchise sectors for women, including services, wellness, and education.How mentorship accelerates career and business success.The role of franchise consultants in finding the right opportunity.ConclusionBrittney Lincoln's work is helping women break into and thrive in the franchising industry through community, mentorship, and access to tailored resources. Her message is clear: opportunities are abundant, but women need the right connections, guidance, and confidence to seize them. By fostering collaboration and

    2259 - Why Entrepreneurs Need Both Therapy and a Good Score with Nav's Levi King

    Play Episode Listen Later Aug 22, 2025 27:48


    Unlocking Small Business Success: Insights from Levi King, Founder & CEO of NavIn a recent episode of The Thoughtful Entrepreneur, host Josh Elledge speaks with Levi King, Founder and CEO of Nav, about building a solid financial foundation for small business growth. Levi draws on his experience as a serial entrepreneur and fintech leader to unpack the complexities of business credit, share best practices for navigating the often unregulated lending landscape, and highlight the mental health priorities that keep entrepreneurs resilient. This conversation offers practical strategies and tools for business owners who want to strengthen their credit, secure better financing, and safeguard their well-being.Building Credit, Navigating Lending, and Prioritizing Mental HealthLevi explains the key differences between personal and business credit, noting that business credit operates in a less transparent environment with varying data across Dun & Bradstreet, Experian, and Equifax. He shares how Nav helps entrepreneurs monitor and improve their credit by aggregating reports from all major bureaus, integrating cash flow insights, and providing personalized, actionable recommendations. Levi also discusses the launch of the Nav Prime Card, designed to help business owners build both business and personal credit through daily underwriting and repayment, creating a pathway to more traditional financing options.The conversation then turns to the realities of small business lending, where Levi warns against opaque pricing and aggressive marketing from certain lenders. He advises entrepreneurs to prioritize transparency, fully understand the true cost of financing, and consider platform-based lending options that often offer better rates. By combining data-driven decision-making with ethical lending practices, Levi underscores that businesses can protect themselves while securing the capital they need to grow.Finally, Levi addresses the human side of entrepreneurship, emphasizing the importance of managing stress and protecting mental health while running a business. He shares that success isn't just about credit scores and capital—it's about sustaining the energy and mindset needed for long-term growth. Through Nav's resources, tools, and commitment to transparency, Levi and his team aim to empower small business owners to thrive both financially and personally.About Levi KingLevi King is the Founder and CEO of Nav, a leading financial health platform for small businesses. A serial entrepreneur with multiple successful exits, Levi is passionate about making business credit and lending more transparent and accessible for entrepreneurs.About NavNav is a fintech platform that helps small business owners understand and improve their business credit, connect to financing, and make informed financial decisions. By aggregating data from all major business credit bureaus and integrating cash flow insights, Nav provides tailored recommendations and tools to help entrepreneurs grow their businesses with confidence.Links Mentioned in this EpisodeNav WebsiteLevi King on LinkedInEpisode HighlightsUnderstanding the key differences between personal and business creditHow Nav aggregates and simplifies business credit dataThe benefits of the Nav Prime Card for building creditNavigating the unregulated small business lending landscapeWhy mental health is a critical part of entrepreneurial successConclusionLevi King's insights reveal that financial health for small businesses is about more than numbers—it's...

    2258 - Transforming Local Government Challenges into Opportunities with Silsby Strategic Advisors' Shane Silsby

    Play Episode Listen Later Aug 20, 2025 18:48


    How to Successfully Work with Local Governments: Insights from Shane Silsby of Silsby Strategic AdvisorsIn this episode of The Thoughtful Entrepreneur, host Josh Elledge talks with Shane Silsby, CEO and Founder of Silsby Strategic Advisors and author of Managing for Meteors: Preparing Local Government Leaders Before the Impact. Shane shares his deep expertise on the evolving local government landscape, the challenges agencies face, and how businesses can position themselves as trusted, long-term partners. Listeners gain practical advice on building authentic relationships, navigating procurement, and offering strategic value beyond just the lowest bid.Building Trust and Value in Local Government PartnershipsShane explains that working effectively with local governments requires a clear understanding of their constraints, workforce challenges, and shifting leadership dynamics. He points to the “silver tsunami” of retirements and the influx of younger leaders as both a challenge and an opportunity for the private sector to bring fresh expertise. Businesses that research agency needs, approach with empathy, and provide specialized knowledge can fill critical gaps in skills and capacity.He emphasizes that procurement at the local level isn't solely about price—it's about qualifications, problem-solving ability, and alignment with the agency's mission. Companies that lead with value, demonstrate a track record of success, and remain engaged beyond a single project are more likely to earn repeat work. Building relationships over time, rather than pushing for quick wins, creates trust and credibility that pays off in the long run.Shane also recommends that businesses tailor their approach to each agency's unique situation, from offering fractional or project-based services to helping with disruption preparedness. He advises proactive engagement, sharing resources, and being honest about capabilities—even referring other providers when it's a better fit. By doing so, businesses position themselves not just as vendors, but as indispensable partners in delivering better outcomes for communities.About Shane SilsbyShane Silsby is the CEO and Founder of Silsby Strategic Advisors and author of Managing for Meteors. With extensive leadership experience in public works and infrastructure, Shane helps local governments and private sector partners prepare for major disruptions, strengthen organizational capacity, and build sustainable solutions for community needs.About Silsby Strategic AdvisorsSilsby Strategic Advisors is a consulting firm specializing in helping local governments navigate disruption, address workforce challenges, and enhance service delivery. The firm also works with private sector companies to successfully engage with public agencies through strategic planning, relationship-building, and targeted expertise.Links Mentioned in this EpisodeSilsby Strategic AdvisorsManaging for Meteors – BookEpisode HighlightsLocal governments face generational shifts and workforce shortages, creating opportunities for private sector expertise.Procurement at the local level values qualifications and alignment over lowest price.Long-term relationships and trust are essential for sustained public sector partnerships.Businesses should consider offering fractional or project-based services to meet agency needs.Proactive disruption preparedness positions companies as valuable, strategic...

    2257 - Insights on AI, Social Media Strategies, and Client Engagement from Azarian Growth Agency's Hamlet Azarian

    Play Episode Listen Later Aug 18, 2025 22:58


    Data-Driven B2B Growth in 2025: Insights from Hamlet Azarian of Azarian Growth AgencyIn this episode of The Thoughtful Entrepreneur, Josh Elledge talks with Hamlet Azarian, CEO of Azarian Growth Agency, about how B2B companies can accelerate growth in 2025 using real-time data, AI integration, and signal-based marketing strategies. Hamlet explains how his team helps founder-led startups and mid-market companies break through revenue plateaus by aligning marketing and sales processes with timely, personalized outreach. This conversation reveals the specific tactics, tools, and mindset shifts businesses need to stay competitive in today's fast-changing landscape.Leveraging Signals, AI, and Authenticity for Sustainable GrowthHamlet emphasizes that the traditional, linear sales funnel is being replaced by signal-based marketing, where businesses act on real-time indicators like industry news, contract awards, or leadership changes within target accounts. This approach enables highly relevant outreach that improves conversion rates and strengthens relationships. Azarian Growth Agency uses platforms like Clay, combined with CRMs such as HubSpot or Salesforce, to capture and act on these signals efficiently.Beyond signals, Hamlet shares how his agency has been “AI-first” since 2020, embedding artificial intelligence into marketing and sales workflows for everything from prospect research to content creation. By building “core files” containing brand guidelines, customer personas, and case studies, AI outputs remain accurate, on-brand, and strategically aligned. Human oversight ensures AI acts as a co-pilot, not a replacement, preserving quality and authenticity.For SaaS founders, Hamlet recommends a founder-led social media strategy to generate excitement and credibility before launch. By openly sharing the product journey—including both wins and challenges—leaders can build trust, encourage audience engagement, and create anticipation. Combined with Azarian Growth Agency's selective onboarding process and complimentary exploratory audits, this authenticity-driven approach sets the foundation for long-term, sustainable growth.About Hamlet AzarianHamlet Azarian is the CEO of Azarian Growth Agency, a B2B marketing consultancy specializing in data-driven growth strategies. With a focus on real-time engagement, AI integration, and scalable processes, Hamlet has helped startups and mid-market companies across industries accelerate revenue growth and optimize marketing performance.About Azarian Growth AgencyAzarian Growth Agency partners with B2B companies to deliver predictable, scalable growth through data enrichment, automation, and signal-based marketing. Their services include marketing strategy, AI integration, sales enablement, and founder-led brand building. The agency works selectively with clients to ensure strong alignment and measurable impact, offering free exploratory audits to identify high-value growth opportunities.Links Mentioned in this EpisodeAzarian Growth Agency WebsiteHamlet Azarian on LinkedInEpisode HighlightsWhy traditional funnels are being replaced by signal-based marketing.How AI can accelerate marketing and sales without replacing human judgment.The importance of core files to

    2256 - Essential Tactics for Service and SaaS Businesses with The Change Hive's Yemi Oluseun

    Play Episode Listen Later Aug 13, 2025 20:45


    Unlocking Sustainable Growth with Customer Retention Strategies from Yemi Oluseun of The Change HiveIn this episode of The Thoughtful Entrepreneur, host Josh Elledge speaks with Yemi Oluseun, Founder and CEO of The Change Hive. With a background in fintech and corporate transformation, Yemi shares why customer retention—not just acquisition—is the most powerful growth lever for any business. She outlines her five-point retention model, detailing how SaaS founders, service-based entrepreneurs, and growth leaders can build a loyal customer base, reduce churn, and expand revenue through smarter engagement and community building.How to Build a Retention-First Business That Fuels Long-Term GrowthYemi reveals that many businesses plateau not because they can't attract new customers—but because they're losing them too soon. Her five-point retention model helps leaders plug those leaks by focusing on onboarding, behavior tracking, customer habits, feedback loops, and timing review requests with customer milestones. From onboarding roadmaps and “quick wins” to using behavioral analytics and hosting customer roundtables, Yemi emphasizes creating early value, consistent engagement, and authentic relationships that turn customers into brand advocates.One of her most powerful insights is the importance of review-based feedback and expansion selling. By mapping the customer journey, identifying key touchpoints, and knowing when to request testimonials, businesses can not only improve retention but unlock new revenue streams. Yemi also shares tools like retention scorecards, milestone mapping, and customer health monitoring—reinforcing that retention isn't just a tactic, it's a strategy that touches every part of your business.Yemi's approach is actionable and measurable. She encourages founders to shift their focus from front-end sales to post-sale engagement and build a company culture where retention is everyone's responsibility. With the right systems, support, and mindset, you can transform customer success into your most reliable and scalable growth engine.About Yemi OluseunYemi Oluseun is the founder and CEO of The Change Hive, a consulting and training company that helps mission-driven businesses grow sustainably through retention-first strategies. With a background in corporate transformation, fintech, and customer growth, she's passionate about helping leaders turn clients into long-term advocates.About The Change HiveThe Change Hive empowers business leaders with the strategies and systems they need to improve customer retention and expand revenue. Through diagnostics, frameworks, and live workshops, The Change Hive helps SaaS and service-based businesses create sticky, high-value customer relationships.Links Mentioned in this Episode:The Change Hive WebsiteYemi Oluseun on LinkedInThe Change Hive Retention ScorecardEpisode Highlights:Why retention is the most overlooked yet powerful growth leverThe Change Hive's five-point retention model for reducing churnHow to use behavioral analytics and roundtables to drive engagementThe role of milestone-based review requests in boosting trust and referralsHow to identify revenue expansion opportunities with existing customersConclusionYemi Oluseun makes a compelling case for shifting your focus from acquisition to retention. With the right systems and engagement strategies in place, you can create a business that grows...

    2255 - Essential Tactics for Service and SaaS Businesses with The Change Hive's Yemi Oluseun

    Play Episode Listen Later Aug 12, 2025 24:46


    Unlocking Sustainable Growth with Customer Retention Strategies from Yemi Oluseun of The Change HiveIn this episode of The Thoughtful Entrepreneur, host Josh Elledge speaks with Yemi Oluseun, Founder and CEO of The Change Hive. With a background in fintech and corporate transformation, Yemi shares why customer retention—not just acquisition—is the most powerful growth lever for any business. She outlines her five-point retention model, detailing how SaaS founders, service-based entrepreneurs, and growth leaders can build a loyal customer base, reduce churn, and expand revenue through smarter engagement and community building.How to Build a Retention-First Business That Fuels Long-Term GrowthYemi reveals that many businesses plateau not because they can't attract new customers—but because they're losing them too soon. Her five-point retention model helps leaders plug those leaks by focusing on onboarding, behavior tracking, customer habits, feedback loops, and timing review requests with customer milestones. From onboarding roadmaps and “quick wins” to using behavioral analytics and hosting customer roundtables, Yemi emphasizes creating early value, consistent engagement, and authentic relationships that turn customers into brand advocates.One of her most powerful insights is the importance of review-based feedback and expansion selling. By mapping the customer journey, identifying key touchpoints, and knowing when to request testimonials, businesses can not only improve retention but unlock new revenue streams. Yemi also shares tools like retention scorecards, milestone mapping, and customer health monitoring—reinforcing that retention isn't just a tactic, it's a strategy that touches every part of your business.Yemi's approach is actionable and measurable. She encourages founders to shift their focus from front-end sales to post-sale engagement and build a company culture where retention is everyone's responsibility. With the right systems, support, and mindset, you can transform customer success into your most reliable and scalable growth engine.About Yemi OluseunYemi Oluseun is the founder and CEO of The Change Hive, a consulting and training company that helps mission-driven businesses grow sustainably through retention-first strategies. With a background in corporate transformation, fintech, and customer growth, she's passionate about helping leaders turn clients into long-term advocates.About The Change HiveThe Change Hive empowers business leaders with the strategies and systems they need to improve customer retention and expand revenue. Through diagnostics, frameworks, and live workshops, The Change Hive helps SaaS and service-based businesses create sticky, high-value customer relationships.Links Mentioned in this Episode:The Change Hive WebsiteYemi Oluseun on LinkedInThe Change Hive Retention ScorecardEpisode Highlights:Why retention is the most overlooked yet powerful growth leverThe Change Hive's five-point retention model for reducing churnHow to use behavioral analytics and roundtables to drive engagementThe role of milestone-based review requests in boosting trust and referralsHow to identify revenue expansion opportunities with existing customersConclusionYemi Oluseun makes a compelling case for shifting your focus from acquisition to retention. With the right systems and engagement strategies in place, you can create a business that grows...

    2254 - The Hidden Emotional Blocks That Keep You from Financial Success with Wealth Clinic's Leisa Peterson

    Play Episode Listen Later Aug 11, 2025 27:48


    Navigating Sudden Wealth and Money Mindset with Lisa Peterson of Wealth ClinicIn this episode of The Thoughtful Entrepreneur, host Josh Elledge speaks with Lisa Peterson, founder of Wealth Clinic, money coach, and author of The Money Catalyst: Your Guide to Prosperity, Freedom, and Living Your Best Life. Lisa shares how sudden wealth—whether from business success, inheritance, or windfalls—can trigger emotional and psychological challenges many people aren't prepared for. She offers a practical, mindset-first approach to managing newfound wealth, healing money wounds, and building long-term financial freedom through self-awareness and intentional strategy.Why Money Mindset Matters When Wealth Happens FastLisa explains that most people have never learned how to manage large sums of money, and when sudden wealth hits, it often brings stress, fear, and decision fatigue. She introduces the concept of evaluating your “money upbringing” and how subconscious beliefs—formed early in life—can drive behaviors like overspending, fear-based investing, or avoiding financial decisions altogether. Lisa emphasizes that before taking action with new wealth, you must pause, reflect, and understand your internal money narrative.Through her framework of eight catalysts for transformation, outlined in The Money Catalyst, Lisa helps individuals define their version of prosperity, shift limiting beliefs, and take aligned financial action. She and Josh discuss how wealth without emotional clarity can actually decrease quality of life, and how many high-income earners still live in scarcity due to unresolved internal patterns. Lisa encourages working with professionals who understand both the emotional and financial complexities of sudden wealth and building support systems that focus on education, strategy, and healing.Lisa also offers actionable steps for those navigating wealth transitions—from pausing before making decisions, to assembling a trusted advisory team, setting up financial guardrails, and creating a long-term vision. Most importantly, she reminds listeners that true prosperity isn't a number—it's the feeling of freedom, confidence, and alignment that comes from knowing you're using your wealth intentionally.About Lisa PetersonLisa Peterson is a money coach, business advisor, and founder of Wealth Clinic. She specializes in helping entrepreneurs and high earners transform their relationship with money by combining emotional intelligence, financial literacy, and long-term strategy. She's also the host of the Mindful Millionaire podcast.About Wealth ClinicWealth Clinic helps purpose-driven individuals and entrepreneurs unlock abundance through coaching, mindset work, and financial strategy. With a focus on healing money wounds and creating lasting financial transformation, Wealth Clinic empowers clients to live aligned, prosperous lives.Links Mentioned in this Episode:Wealth Clinic WebsiteLisa Peterson on LinkedInEpisode Highlights:Why sudden wealth often leads to overwhelm instead of easeThe importance of understanding your money story and upbringingLisa's eight catalysts for financial and emotional transformationHow subconscious beliefs can quietly sabotage your successPractical tips for building true financial confidence and freedomConclusionLisa Peterson reminds us that wealth isn't just about numbers—it's about mindset, clarity, and emotional well-being. By understanding your internal patterns and approaching money with intention, you...

    2253 - Six Principles to Help Entrepreneurs Step Back and Thrive with Ral West: Livin' The Dream's Ral West

    Play Episode Listen Later Aug 8, 2025 17:27


    How to Break Free from Founder-Led Operations: Ral West's Six Principles for Entrepreneurial FreedomIn this episode of The Thoughtful Entrepreneur, host Josh Elledge interviews Ral West, founder of Ral West: Livin' The Dream, a business coach and serial entrepreneur who helps six- and seven-figure founders step out of the day-to-day grind. Ral shares how she and her husband went from being tied to every task in their business to building systems that gave them true freedom. She breaks down her six principles for entrepreneurial freedom and explains how founders can delegate with confidence, build teams that thrive, and create businesses that support the life they actually want.Ral West's Six Core Principles for Scaling Without BurnoutRal West knows firsthand how easy it is for entrepreneurs to become the bottleneck in their business. Her six principles offer a practical, proven roadmap to shift from overwhelmed operator to empowered owner.The journey starts with building robust systems. Ral emphasizes that without clear, repeatable processes, founders stay stuck handling every detail. She recommends documenting even the smallest tasks and investing in tools like SOPs, automation platforms, and video training. Next, she encourages founders to measure and track data relentlessly—what gets measured gets managed. Setting up dashboards and reviewing KPIs regularly keeps the business on track and reveals areas for improvement.One of the biggest mindset shifts comes through leveraging your time through delegation. Ral explains that true growth comes when founders stop doing everything themselves and start empowering others. She outlines how to delegate with structure, train your team effectively, and release the fear of imperfection. From there, it's critical to intentionally shape your company culture, develop your team, and deliver exceptional customer service. When these principles are in place, the founder becomes the visionary—not the workhorse.About Ral WestRal West is a serial entrepreneur, business coach, and founder of Ral West: Livin' The Dream. With decades of experience building and exiting multiple businesses, she now helps high-earning entrepreneurs reclaim their time, build systems, and scale their companies sustainably.About Livin' The DreamRal West: Livin' The Dream is a coaching and mastermind brand that equips entrepreneurs with tools to scale their businesses without burnout. Through small-group programs, personalized mentorship, and practical business systems, Ral helps founders design businesses that serve their lifestyle—not the other way around.Links Mentioned in this Episode:Ral West on LinkedInRal West: Livin' The DreamEpisode Highlights:The six principles for escaping founder-dependency and reclaiming your timeHow to build systems that let your business run without youWhy delegation is the key to sustainable growth (and how to do it right)Ral's advice on letting go of sales and building a strong teamA roadmap for founders ready to trade burnout for freedomConclusionRal West's story is a powerful reminder that you don't have to be everything in your business to make it succeed. By building systems, empowering your team, and intentionally designing your operations, you can create a business that gives you both profit and freedom. Whether you're buried in sales calls or wearing every hat in your company, this episode gives you a clear path forward—one that leads to entrepreneurial freedom on your own terms.Apply to be a Guest

    2252 - Embracing the Future: How to Make AI Your Business Ally with Lardi & Partner Consulting's Kamales Lardi

    Play Episode Listen Later Aug 7, 2025 17:42


    Harnessing AI for Human-Centered Digital Transformation with Kamales Lardi of Lardi & Partner ConsultingIn this episode of The Thoughtful Entrepreneur, host Josh Elledge interviews Kamales Lardi, CEO of Lardi & Partner Consulting and author of Artificial Intelligence for Business: Harness AI for Value, Growth, and Innovation. Kamales shares how businesses can embrace digital transformation through AI while keeping the human element at the center. With decades of experience advising Fortune 500s, startups, and mid-sized companies, Kamales offers practical frameworks and expert guidance for business leaders navigating the complexities of tech disruption, virtual workforces, and sustainable innovation.Blending AI with Empathy: How Businesses Can Lead the FutureKamales makes it clear: AI is not a trend—it's a business imperative that's redefining customer engagement, operations, and innovation. But she cautions that leaders must avoid the “AI-first, people-second” trap. To truly transform, businesses must invest in AI adoption strategies that empower employees, support collaboration between humans and machines, and foster a culture of continuous learning.Leadership in the AI age requires a mindset shift. Kamales emphasizes the importance of evolving from traditional management to leading hybrid teams of humans and intelligent systems. This involves developing empathy, building trust, and helping employees adapt to changing roles while embracing technology as a tool—not a threat. Organizations that thrive will be those that pair technological innovation with human values and intentional culture-building.Through her work at Lardi & Partner Consulting, Kamales helps clients move from tactical technology adoption to long-term capability development. From defining clear transformation roadmaps to ensuring knowledge transfer, her approach empowers companies to build resilience and agility internally—so they're not reliant on consultants. Her advice to leaders: act with strategic clarity, communicate transparently, and align AI investments with a greater purpose that benefits both business and society.About Kamales LardiKamales Lardi is a digital transformation strategist, author, and CEO of Lardi & Partner Consulting. She helps global organizations leverage emerging technologies—like AI and blockchain—while keeping people and purpose at the heart of business innovation.About Lardi & Partner ConsultingLardi & Partner is a boutique consulting firm that guides companies through complex digital transformation. Their approach blends strategic planning with human-centered implementation, enabling clients to embrace innovation while building sustainable internal capabilities.Links Mentioned in this Episode:Lardi & Partner ConsultingKamales Lardi on LinkedInEpisode Highlights:Why AI is transforming every aspect of business—and how to lead that changeThe importance of empathy, trust, and human judgment in AI implementationHow to manage hybrid teams of humans and machinesBest practices for adopting AI while empowering employeesKamales's approach to sustainable digital transformation and internal capability-buildingConclusionKamales Lardi offers a compelling vision for leaders: transformation fueled by technology, grounded in humanity. By adopting abundance thinking, focusing on collaboration, and building leadership skills for a hybrid workforce, organizations can create long-term value. AI is here to stay—but it's the people behind it who...

    2251 - From Stuck to Unstoppable: The Mindset Shift You Need with Premier Destiny's Paul Tembunde

    Play Episode Listen Later Aug 6, 2025 21:34


    Unlocking Identity, Mindset, and Service-Driven Growth with Paul Tembunde of Premier DestinyIn this episode of The Thoughtful Entrepreneur, host Josh Elledge talks with Paul Tembunde, Co-founder and CEO of Premier Destiny. Drawing on over two decades of experience in the home care industry and his journey as a transformational coach, Paul shares how shifting your identity, cultivating a growth mindset, and building a service-focused business can lead to true personal and professional fulfillment. If you're looking to rediscover your purpose and align your work with your calling, this episode offers real strategies to help unlock your highest potential.Identity Shifting and the Power of Knowing Who You ArePaul emphasizes that your identity is not your job title, your past, or your current situation—it's the self-image you hold and the beliefs you carry about what's truly possible. He encourages entrepreneurs and professionals alike to regularly self-reflect, ask meaningful questions, and challenge limiting definitions of success. This process of "identity auditing" is central to Paul's coaching approach and helps uncover blind spots that often hold people back from stepping into their greatness.A strong growth mindset, according to Paul, means rejecting victimhood and embracing your power to create change. He recommends replacing limiting self-talk with empowering questions, surrounding yourself with growth-oriented people, and always staying curious. Paul also stresses the importance of identifying your "zone of genius"—the unique intersection of your passions, natural strengths, and ability to serve others. When work aligns with this zone, it becomes deeply fulfilling.As someone who built a thriving home care business with his wife, Paul shares how delegation was key to scaling. Letting go of tasks outside their core strengths allowed them to focus on strategy and growth. Today, Paul helps others enter and succeed in the booming home care industry, and continues coaching professionals through Premier Destiny. At the core of his message is this: fulfillment comes not from chasing profit, but from using your gifts in service of others.About Paul TembundePaul Tembunde is the Co-founder and CEO of Premier Destiny and a transformational coach with 23+ years in the home care industry. He helps entrepreneurs unlock their potential by guiding them through identity shifting, mindset development, and purpose-driven service.About Premier DestinyPremier Destiny is a coaching and consulting company that empowers individuals to discover their true identity, live with intention, and build purpose-driven businesses. Paul and his team specialize in transformational coaching, leadership development, and business strategy rooted in service.Links Mentioned in this Episode:Premier Destiny WebsitePaul Tembunde on LinkedInCoaching & ResourcesEpisode Highlights:Why identity shifting is the first step toward unlocking true potentialThe difference between victim and creator mindset in businessHow to find your zone of genius and align work with passionThe role of delegation in scaling a service-based businessWhy coachability and self-reflection are keys to long-term successConclusionPaul Tembunde's journey proves that personal transformation starts with self-awareness and a commitment to growth. By intentionally shifting your identity, focusing on service, and staying...

    2250 - Essential Leadership Principles to Retain Top Talent and Inspire High-Performing Teams with Maxwell Leadership Institute's Chris Robinson

    Play Episode Listen Later Aug 5, 2025 18:48


    Authentic Leadership and People-First Culture with Chris Robinson of Maxwell LeadershipIn this episode of The Thoughtful Entrepreneur, host Josh Elledge speaks with Chris Robinson, Executive Vice President of the Maxwell Leadership Institute and founder of chrisrobinsonspeaker.com. Chris shares a transformative approach to leadership rooted in authenticity, empathy, and personal connection. This episode explores how leaders can foster a culture that retains talent, inspires teams, and builds lasting impact by putting people first.Leadership That Connects: How to Build Culture Through Trust and CareChris Robinson believes that effective leadership comes down to three critical questions every team member asks: Can I trust you? Can you help me? Do you care for me? When leaders can genuinely answer “yes” to all three, they foster deeper relationships and stronger organizational cultures. Building trust starts with transparency and consistency, while being helpful means actively supporting team growth with resources, guidance, and encouragement. Most importantly, caring for your team goes beyond metrics—it requires recognizing their aspirations, listening to their concerns, and showing genuine appreciation.The cost of poor leadership, Chris warns, is high—and turnover is just the beginning. Financial losses, low morale, and declining productivity often stem from leaders who fail to connect or invest in their people. He recommends using a “retention calculator” to understand the true cost of losing a team member and encourages proactive practices like stay interviews and real-time feedback to keep teams engaged. Leaders who create a safe, responsive environment ultimately retain top talent and reduce disruption.To build a sustainable, people-first leadership culture, Chris uses tools like the “My Favorite Things” survey—gathering personal insights about team members' interests, motivators, and milestones. Recognizing employees in small but meaningful ways—like remembering birthdays or rewarding them with their favorite treat—creates a culture of appreciation. Consistency is key: leaders must model the behavior they expect, train mid-level managers to do the same, and build common language and values across the organization using proven frameworks like those from John Maxwell.About Chris RobinsonChris Robinson is the Executive Vice President of the Maxwell Leadership Institute, an international speaker, coach, and entrepreneur. He empowers leaders to grow personally and professionally by equipping them with actionable leadership tools and people-first principles that drive real results.About Maxwell LeadershipMaxwell Leadership provides proven leadership development programs based on the teachings of John C. Maxwell. From keynotes and coaching to training solutions for organizations, Maxwell Leadership helps individuals and teams develop influence, build culture, and achieve transformative growth.Links Mentioned in this Episode:Maxwell Leadership WebsiteChris Robinson's WebsiteChris Robinson on LinkedInEpisode Highlights:The 3 questions every follower asks: trust, help, and careWhy poor leadership costs more than you think—and how to fix itHow to personalize leadership with tools like “My Favorite Things”Actionable steps to retain employees and embed positive cultureThe...

    2249 - Top Strategies for Leveraging AI in Sales and Marketing with Ursula Inc's Ursula Mentjes

    Play Episode Listen Later Aug 4, 2025 20:03


    Unlocking Quantum Revenue Growth with AI – Insights from Ursula Mentjes of Ursula Inc.In this episode of The Thoughtful Entrepreneur, host Josh Elledge speaks with Ursula Mentjes, founder of Ursula Inc. and host of the Quantum Revenue Expansion podcast. Ursula shares how entrepreneurs can leverage AI tools like custom GPTs and AI agents to scale smarter, build stronger systems, and increase revenue. If you're a service-based business owner aiming for seven figures, this conversation offers practical guidance and expert-level strategy for navigating the fast-changing landscape of AI and automation.How AI is Reshaping Sales, Content, and Scaling for Service-Based EntrepreneursUrsula emphasizes that AI isn't just another passing trend—it's a non-negotiable shift in how business will be done moving forward. Drawing parallels to the industrial revolution, she encourages entrepreneurs to explore AI playfully but seriously. Tools like ChatGPT, when customized and trained properly, can replace hours of manual work by handling sales outreach, content drafts, and even internal decision-making simulations. It's not about replacing people, she explains, but amplifying capacity and creativity.One of the most valuable takeaways from the episode is the use of custom GPTs and AI “agents” to streamline repetitive processes. Ursula's team developed a proprietary GPT to help clients write compelling sales emails, while also using agent swarms to tackle multi-step projects like client onboarding and marketing campaigns. Josh expands on this with a recommendation: simulate a team of AI personas (e.g., SEO coach, marketing strategist) to generate well-rounded business decisions quickly. When applied thoughtfully, AI can act like a virtual C-suite that's available 24/7.Finally, Ursula introduces The CEO Table, her dual-coach program designed to help service-based business owners scale from early six figures to seven. She and her co-coach Rebecca Hall offer clients a 360-degree view of business growth—blending mindset, sales, finance, and systems optimization. With personalized coaching, access to automation tools, and expert support, clients in the program fast-track their results while reducing burnout. AI plays a central role in this ecosystem, providing leverage and clarity where business owners often feel overwhelmed.About Ursula MentjesUrsula Mentjes is a sales expert, award-winning author, and founder of Ursula Inc. She helps entrepreneurs break through revenue plateaus using neuroscience-based coaching, mindset transformation, and AI-powered business systems.About Ursula Inc.Ursula Inc. helps service-based entrepreneurs grow from six to seven figures by aligning mindset, messaging, and scalable systems. The company offers elite coaching, digital programs, and tools that accelerate revenue with strategic AI integration.Links Mentioned in this Episode:Ursula Inc. WebsiteUrsula Mentjes on LinkedInQuantum Revenue Expansion PodcastFree tools: One Great Goal ebook, Uplevel Now, Scaling Roadmap, and live AI workshopEpisode Highlights:Why AI is essential—not optional—for business survivalCustom GPTs and AI agents as game changers in sales and operationsThe power of AI personas for decision-making and content creationThe CEO Table program and its dual-coach model for scaling smartHow to start integrating AI with simple tools and free resourcesConclusionAI is no longer a luxury—it's the foundation of scalable success. Ursula...

    2248 - Mastering E-Commerce Through Effective Content, Ad Trends, and Scaling Strategies with Launch and Scale Agency's Mo Elhawary

    Play Episode Listen Later Aug 1, 2025 17:46


    How to Launch and Scale a Successful E-Commerce Brand: Expert Insights from Mo ElhawaryIn today's fast-paced e-commerce landscape, founders and marketers need more than just trends to succeed; they need actionable strategies for driving real growth. In a recent episode of The Thoughtful Entrepreneur, host Josh Elledge sat down with Mo Elhawary, Founder of Launch and Scale Agency, to discuss the most effective tactics for launching and scaling e-commerce brands, particularly in the supplement and wellness sectors. Mo's agency has helped scale eight- and nine-figure brands, offering valuable insights on holistic success and marketing strategies for the modern e-commerce world.Understanding E-Commerce Business Models and Marketing StrategiesMo Elhawary emphasizes that not all e-commerce sectors are the same, and your business model should dictate your marketing approach. For example, fashion and apparel brands focus on variety and seasonal trends with higher cart values, while supplement and wellness brands typically rely on subscription models for recurring revenue. The key to success in supplement-based e-commerce is not just selling a product, but fostering ongoing customer relationships and emphasizing trust through personalized marketing.He also highlights the shift in marketing strategies, from platform-specific metrics to a holistic cross-platform approach. With customers interacting with brands across various platforms, Mo advises adopting an attribution model that tracks customer journeys and enhances overall brand presence. Investing in authentic, engaging content is key, with Mo stressing that content doesn't need to be highly polished but must be relatable and engaging. To scale effectively, AI-powered tools can supplement content creation, but the true secret lies in mixing AI-generated elements with authentic, user-generated content (UGC) for the best results.Finally, Mo talks about the importance of focusing on two main ad types for e-commerce: performance-based videos and simple static images. He shares proven content frameworks like educational content, lifestyle integration, and product demos to effectively communicate value to potential customers. For new and scaling brands alike, Mo advocates for clear, benefit-driven messaging and rapidly testing content to discover what resonates with your target audience.About Mo ElhawaryMo Elhawary is the Founder of Launch and Scale Agency, a company that helps e-commerce brands launch, scale, and thrive through a combination of strategic marketing and product development. With extensive experience in growing eight- and nine-figure brands, Mo focuses on actionable growth strategies, creative marketing, and building sustainable, scalable business models for e-commerce brands.About Launch and Scale AgencyLaunch and Scale Agency offers comprehensive solutions for e-commerce brands, particularly in the supplement and wellness industries. Specializing in product development, marketing, and fulfillment, the agency helps brands launch successfully and scale efficiently with a focus on long-term growth and holistic marketing strategies.Links Mentioned in This Episode:Launch and Scale Agency WebsiteMo Elhawary on LinkedInEpisode Highlights:Key differences between e-commerce business models (fashion vs. supplements/wellness)Shifting from platform-specific metrics to a holistic marketing strategyThe importance of authentic content and AI's

    2247 - Solving Modern HR Challenges with AI-Powered Leave Management with Aidora's Anant Agarwal

    Play Episode Listen Later Jul 31, 2025 17:56


    Navigating the Complex World of Leave Management: How AI is Transforming HR for Distributed TeamsIn today's rapidly evolving workplace, managing employee leave has become a daunting challenge—especially for companies with teams spread across multiple states. In a recent episode of The Thoughtful Entrepreneur, host Josh Elledge sat down with Anant Agarwal, co-founder and CTO of Aidora, to discuss the intricacies of leave management, the role of AI in simplifying compliance, and actionable strategies for HR leaders. Drawing from Anant's personal journey as a new parent and a tech founder, this conversation offers a wealth of insights for startups and established companies alike.The Role of AI in Streamlining Leave ManagementAnant Agarwal's personal experience as a new parent revealed just how challenging and confusing managing leave can be—especially when navigating complex federal, state, and city regulations. As a solution, Anant and his team at Aidora are using AI to streamline the leave management process for distributed teams. By utilizing AI-powered tools, companies can offer personalized leave plans to employees based on their location, situation, and company policies, ensuring compliance with ever-changing regulations while also empowering employees with the information they need to plan their time off effectively.AI's role doesn't stop at personalizing leave plans; it can also keep HR teams updated in real time with regulatory changes, reducing the risk of errors and compliance issues. This is especially valuable for startups and small to medium-sized businesses (SMBs) that may lack the dedicated HR and legal teams to manage such complexity. The AI solutions offered by Aidora scale with companies, helping them manage leave for teams of all sizes while ensuring that employees across different states and cities receive consistent, accurate information.Additionally, AI tools like Aidora's free leave plan generator allow employees to confidentially explore their leave options before approaching HR, saving time for both employees and HR departments. With precise, actionable outputs based on location-specific laws, this tool reduces administrative burden and enhances the employee experience, making the complex world of leave management more manageable for everyone involved.About Anant AgarwalAnant Agarwal is the Co-founder and CTO of Aidora, an AI-powered platform reshaping how modern companies manage employee leave. Anant has spent his career solving complex problems across industries—from leading AI-driven personalization efforts at Google to serving as a Vice President and strategist at Goldman Sachs, where he built financial infrastructure that powered structured product distribution at scale. Known for his ability to go deep fast, Anant blends technical depth with business strategy and execution, and has a track record of building high-performing teams, shaping product culture, and scaling with speed and clarity.About AidoraAidora provides AI-powered tools designed to simplify leave management for companies with distributed teams. Their flagship product, an AI-powered leave plan generator, helps employees quickly understand their leave entitlements, while ensuring HR teams stay compliant with local, state, and federal regulations. Aidora's mission is to reduce the administrative burden of leave management while improving the employee experience.Links Mentioned in This Episode:Aidora Website

    2246 - The DJ Who Empowers Men Through Beats and Life Lessons with GoBundance Mastermind's Mike McCarthy

    Play Episode Listen Later Jul 30, 2025 23:18


    Unlocking Holistic Success: Lessons from Mike McCarthy of GoBundance MastermindIn a world where financial achievement is often seen as the pinnacle of success, what happens when you reach the top and still feel unfulfilled? This central question is explored in a recent episode of The Thoughtful Entrepreneur, hosted by Josh Elledge, featuring Mike McCarthy, Co-founder of GoBundance Mastermind. Mike discusses his journey of balancing financial success with emotional fulfillment, the importance of embracing passions outside of work, and redefining success through the "whole life millionaire" mindset.The Whole Life Millionaire Mindset: Balancing Success and FulfillmentMike McCarthy's journey is a powerful reminder that success isn't just about financial achievements; it's about thriving in all areas of life. Through GoBundance Mastermind, Mike encourages members to embrace passions outside of work—like his own love for EDM DJing—to foster creativity and emotional well-being. These passions help build connection and provide emotional release, which in turn supports personal growth and fulfillment. For Mike, his DJing serves not just as a hobby but as a vital creative outlet, allowing him to process emotions and connect with others on a deeper level.A key part of the GoBundance Mastermind philosophy is prioritizing health, relationships, and personal growth alongside business success. Mike advocates for investing in inner work, including breathwork and coaching, to address subconscious beliefs and emotional wounds that may hinder true fulfillment. He explains that many high achievers, while successful financially, often face feelings of emptiness because they have neglected emotional healing. Through the practice of emotional awareness and self-care, individuals can achieve balance and long-term satisfaction in all areas of their life.Finally, Mike discusses the importance of fostering authentic community through groups like GoBundance, where members support each other's growth and success. The mastermind's community is built on vulnerability, where individuals share struggles as openly as they celebrate wins. This community spirit encourages members to be their authentic selves, creating a safe environment where true personal transformation can occur. By being part of a group that prioritizes connection over competition, leaders and entrepreneurs can thrive not only in business but also in their personal lives.About Mike McCarthyMike McCarthy is the Co-founder of GoBundance Mastermind, a community that empowers high achievers to embrace holistic success. Known for his commitment to helping individuals thrive in all areas of their lives, Mike teaches that fulfillment comes from balancing career success with personal passions and emotional growth. He is a passionate DJ and advocate for integrating personal healing and self-awareness into leadership.About GoBundance MastermindGoBundance Mastermind is an exclusive community designed to help high-net-worth individuals achieve success in all areas of their lives, not just financially. The mastermind brings together like-minded achievers who prioritize personal growth, relationships, and legacy, helping members live a fulfilling life by focusing on health, wealth, and personal happiness.Links Mentioned in This Episode:GoBundance Mastermind WebsiteMike McCarthy's Website

    2245 - How Self-Love and Confidence Empower Leaders to Inspire Action with Cynthia Rivard

    Play Episode Listen Later Jul 29, 2025 18:21


    Hope in Action: Leadership Lessons from Cynthia Rivard on Navigating Change and Inspiring ImpactIn a world marked by uncertainty and rapid transformation, the need for authentic, visionary leadership has never been greater. In a recent episode of The Thoughtful Entrepreneur, host Josh Elledge sat down with Cynthia Rivard, author of Hope for a New Era: Turning the Tide Love and Leadership Through Turbulent Times, CEO of Cynthia Rivard Strategic Consulting, and Founder of the Global Rising Tide Foundation. Cynthia's work focuses on empowering leaders to foster hope, embrace change, and drive meaningful impact within their organizations and communities. This blog post distills the core principles shared during their conversation, offering actionable strategies for leaders to turn hope into action.The Core Principles of Transformational LeadershipCynthia emphasizes that hope isn't just a passive feeling; it's faith in a better future that drives action. As a leader, she believes that hope begins with crafting a clear vision for a better future and taking deliberate, small steps toward that vision. By acting on hope, leaders can inspire others to do the same, creating a ripple effect of empowerment throughout their teams and communities. Cynthia suggests that leaders should tap into their intuition and wisdom to guide their actions, sharing their journey openly and transparently to inspire those around them.One of the biggest challenges in leadership is overcoming resistance to change. Cynthia explains that resistance is deeply rooted in our subconscious, a survival mechanism that can hold leaders back if left unexamined. She encourages leaders to be aware of their fears and discomforts around change and take small, manageable actions to disrupt that inertia. Modeling vulnerability as a leader, Cynthia believes, helps create an environment where teams feel safe to embrace change, experiment, and grow together.Lastly, Cynthia speaks about the importance of fostering self-love and confidence in leadership. True confidence, according to Cynthia, is not about bravado, but about self-acceptance and self-compassion. She emphasizes that when leaders embody self-worth, they empower their teams to do the same, creating a culture of resilience and collaboration. By cultivating these qualities in themselves and their teams, leaders can build a foundation of trust and psychological safety that fuels innovation and success.About Cynthia RivardCynthia Rivard is the CEO of Cynthia Rivard Strategic Consulting and an author of Hope for a New Era: Turning the Tide Love and Leadership Through Turbulent Times. Cynthia's work is dedicated to empowering leaders to embrace hope, navigate change, and drive transformational impact within their organizations and communities. She helps individuals and organizations create meaningful change by fostering self-love, confidence, and a commitment to purpose-driven leadership.About Cynthia Rivard Strategic ConsultingCynthia Rivard Strategic Consulting helps leaders and organizations navigate change, foster resilience, and make a lasting impact through visionary leadership and community engagement. With a focus on transforming leadership practices, Cynthia offers consulting services that empower leaders to embrace hope, drive innovation, and lead with purpose.Links Mentioned in This Episode:Cynthia Rivard's Website

    2244 - Practical Strategies for Entrepreneurs and Salespeople from The UK's Most Hated Sales Trainer Benjamin Dennehy

    Play Episode Listen Later Jul 28, 2025 23:36


    The Unvarnished Truth About Sales: Lessons from the UK's Most Hated Sales Trainer, Benjamin DennehyIn the world of sales, few voices are as candid—or as controversial—as Benjamin Dennehy, widely known as the UK's most hated sales trainer. In this episode, hosted by Josh Elledge, Benjamin pulls no punches as he exposes the uncomfortable realities of sales, debunks persistent myths, and offers actionable strategies for founders, salespeople, and small business owners. This blog post distills the key themes and expert advice from their conversation, providing a comprehensive guide for anyone looking to elevate their sales game.The Realities of Sales and Building Repeatable SuccessBenjamin starts by addressing an uncomfortable truth: most people in sales didn't choose the profession—they stumbled into it. This lack of passion often leads to mediocrity, with many salespeople operating at a “seven out of ten” level, performing just enough to get by. To break through this, Benjamin advocates for treating sales as a craft that demands continuous improvement and investment in proper training. He emphasizes the importance of building a repeatable sales process, focusing on long-term relationships rather than just closing deals.Benjamin also talks about the “founder-led sales trap” where entrepreneurs, passionate about their products, often dread the sales process. Founders frequently hesitate to delegate or hire the right salespeople, leading to burnout and stagnation. He encourages founders to invest in structured sales training, create a clear sales process, and treat sales with the same importance as product development or finance. This shift in mindset is crucial for scaling a business beyond the founder's efforts.Finally, Benjamin discusses the common pitfalls businesses face when hiring salespeople. He warns against hiring based on charisma alone and stresses the need to look for candidates who demonstrate solid sales processes and results. Without a clear and documented sales approach, businesses will continue to struggle with underperforming teams. He advises on setting clear metrics and ensuring new hires are onboarded with proper training to drive predictable and repeatable sales success.About Benjamin DennehyBenjamin Dennehy is the Founder of Sales Matrix Courses, a platform offering comprehensive training and coaching for sales professionals. Known for his blunt, no-nonsense approach, Benjamin helps businesses confront uncomfortable truths about sales, break through mediocrity, and achieve repeatable success.About Sales Matrix CoursesSales Matrix Courses is a sales training platform created by Benjamin Dennehy. The courses are designed to help professionals and businesses develop stronger sales foundations, overcome common challenges, and create repeatable, predictable sales outcomes.Links Mentioned in This Episode:Sales Matrix Courses WebsiteBenjamin Dennehy on LinkedInEpisode Highlights:Why most salespeople fall into the profession without passion or preparationThe “founder-led sales trap” and how to avoid itThe importance of treating sales as a craft and investing in ongoing trainingWhy hiring the right salesperson requires more than just charismaHow big companies fail at...

    2243 - Smart Financial Foundations for Startups and Growing Businesses with Exbo Group's Nicholas Spezio

    Play Episode Listen Later Jul 25, 2025 21:14


    How to Build a Fundable, Scalable Business: Expert Insights from Nicholas Spezio of Exbo GroupIn the world of startups and high-growth companies, raising capital is often seen as a major milestone. But what happens after the money hits your account? In this episode of The Thoughtful Entrepreneur, Nicholas Spezio, Managing Director at Exbo Group, shares his expertise on how founders can build a scalable business, manage finances effectively, and position themselves for growth or a successful exit. Drawing from his experience advising venture-backed and private equity-backed companies, Nicholas outlines the key steps for building a solid financial foundation, attracting investment, and preparing for long-term success.Building a Strong Financial Foundation for Scalable GrowthNicholas emphasizes the importance of establishing strong financial controls and infrastructure early in the business lifecycle. While many founders focus on product development and growth, overlooking the financial aspect can be a costly mistake when it's time to raise more capital or pursue an exit strategy. Implementing proper bookkeeping, creating financial models for forecasting, and maintaining internal controls will give you a clear picture of your business's health, ensuring that you can confidently manage your operations, attract investment, and avoid potential financial pitfalls.In addition to financial controls, customer retention is critical to long-term success. Nicholas explains that retaining existing customers is more cost-effective than constantly acquiring new ones, making customer loyalty a key focus for investors. He also advises diversifying revenue streams and customer bases to reduce reliance on a single source of income or a few major clients. By doing so, business owners can enhance resilience, improve profitability, and make their business more attractive to potential investors or acquirers.Lastly, Nicholas underscores the importance of preparing for due diligence well in advance. Thinking like an investor and addressing potential issues before they arise can significantly increase the value of your company. By focusing on financial transparency, operational efficiency, and diversifying your revenue streams, you will be in a stronger position for future growth and to attract investment or an exit strategy when the time comes.About Nicholas SpezioNicholas Spezio is the Managing Director at Exbo Group, a financial advisory firm specializing in helping startups and growth companies build strong financial infrastructures, scale effectively, and prepare for investment or acquisition. With extensive experience advising venture-backed and private equity-backed companies, Nicholas helps founders navigate complex financial decisions and strategically plan for long-term success.About Exbo GroupExbo Group is a financial advisory firm that partners with high-growth startups to establish solid financial foundations, streamline operations, and prepare for funding or acquisition. The firm specializes in guiding companies through financial strategy, operational optimization, and due diligence preparation, enabling them to scale with confidence and attract investment.Links Mentioned in This Episode:Exbo Group WebsiteNicholas Spezio on LinkedInEpisode Highlights:Why early investment in financial systems and...

    2242 - How Building Relationships Can Transform Your Business Strategy with Nimble's Jon Ferrara

    Play Episode Listen Later Jul 24, 2025 19:01


    Relationship-Driven Growth with Jon Ferrara of NimbleOn this episode of The Thoughtful Entrepreneur, host Josh Elledge speaks with Jon Ferrara, CEO and Founder of Nimble, about the deeper value of authentic relationship management in business. As the creator of both GoldMine and Nimble, Jon has pioneered the CRM space for decades—and continues to champion people-first strategies that go beyond sales. He shares how his passions, personal journey, and entrepreneurial experience all reinforce a simple truth: building strong relationships is the foundation for long-term success.Why Human Connection Still Wins in a Tech-Driven WorldJon Ferrara believes business is personal. From inviting clients into his kitchen to weaving shared passions into conversation, Jon makes the case that authenticity builds trust—and trust drives growth. He explains how Nimble was designed as a CRM for the entire company, not just sales, pulling in contact data from email, LinkedIn, and other platforms to give teams a full picture of their relationships.Throughout the conversation, Jon explores why traditional CRMs often fail due to low adoption and poor data, and how Nimble overcomes these hurdles with automation and smart enrichment. Whether you're in sales, marketing, customer success, or partnerships, Nimble helps you stay top of mind and build meaningful, lasting connections. Jon also shares actionable tips—from leading with service to leveraging podcasting as a relationship tool—that any entrepreneur can use to grow their influence and network.Ultimately, Jon reminds us that success in business (and life) comes from being present, offering value, and consistently showing up for the people around you. Technology can enhance relationships—but it's the human touch that makes them matter.About Jon FerraraJon Ferrara is the CEO and Founder of Nimble. A pioneer in the CRM space, Jon previously founded GoldMine and now leads Nimble with a mission to simplify relationship management across the entire organization. He's passionate about helping professionals build authentic connections that drive both business growth and personal fulfillment.About NimbleNimble is a relationship-focused CRM designed for small businesses and teams. It unifies contact data from email, social platforms, and business apps—making it easy to track, manage, and nurture key relationships across sales, marketing, partnerships, and customer success.Links Mentioned in this Episode:Nimble WebsiteJon Ferrara on LinkedInEpisode Highlights:Why relationships—not just transactions—drive long-term successThe evolution of CRM from GoldMine to NimbleHow Nimble integrates with daily workflows to reduce frictionThe common pitfalls of CRM adoption and how to avoid themActionable tips for building meaningful business connectionsConclusionJon Ferrara's relationship-first mindset is a timely reminder in a world of automation and AI: genuine human connection is still your strongest competitive advantage. With the right tools—and the right intention—your network can become your greatest asset. If you're ready to lead with empathy, service, and strategy, Nimble offers a powerful way to grow your relationships and your business.Apply to be a Guest on The Thoughtful

    2241 - The Role of a Fractional CFO in Scoring Big Wins in Healthcare Finance with Sorso's Stanislav Sukhinin

    Play Episode Listen Later Jul 23, 2025 17:08


    From Soccer to CFO Strategy with Stanislav Sukhinin of SorsoOn this episode of The Thoughtful Entrepreneur, host Josh Elledge speaks with Stanislav Sukhinin, Founder and CEO of Sorso, a fractional CFO firm helping outpatient healthcare clinics improve financial health, drive growth, and prepare for acquisition. Stanislav blends his background in team sports with deep financial expertise to show how leadership, strategy, and collaboration can transform a clinic's trajectory. This episode delivers practical insights for healthcare founders who want to get out of the weeds and into sustainable, data-driven growth.Why Clinics Need More Than a Bookkeeper to GrowDrawing inspiration from soccer, Stanislav explains how successful clinics operate like high-functioning teams—where every department, from billing to operations, must work together toward a shared goal. He highlights the complex financial challenges clinics face, especially in dealing with delayed insurance reimbursements, unpredictable revenue, and cash flow gaps. These issues often leave owners with an unclear picture of their clinic's true financial health, which can stall growth and undermine decision-making.That's where a fractional CFO comes in. For clinics generating $3M or more in annual revenue, a strategic financial partner can help owners shift from reactive bookkeeping to proactive financial leadership. Stanislav shares how Sorso helps clinics implement systems, optimize revenue cycle management, and prepare for potential acquisition opportunities by standardizing operations and improving margins. He emphasizes that financial leadership is not just about compliance—it's about aligning financial strategy with long-term business and personal goals.Whether you're optimizing reimbursements, opening new locations, or considering a sale in the next 3–5 years, this episode offers actionable advice on building financial systems that scale. From reviewing payer performance to tracking key metrics like gross margin and cash flow, Stanislav outlines how outpatient clinics can make smarter decisions—rooted in both teamwork and data.About Stanislav SukhininStanislav Sukhinin is the Founder and CEO of Sorso, a fractional CFO firm specializing in outpatient healthcare clinics. With a background in finance and a passion for systems thinking, Stanislav helps clinic owners build sustainable businesses through strategic planning, operational insight, and financial clarity.About SorsoSorso provides fractional CFO services tailored to the needs of outpatient healthcare clinics. From revenue cycle optimization to acquisition readiness, Sorso partners with clinic owners to turn complex financial data into clear, growth-focused decisions. The firm serves practices generating $3M+ in annual revenue and looking to scale with confidence.Links Mentioned in this Episode:Sorso WebsiteStanislav Sukhinin on LinkedInEpisode Highlights:How team sports taught Stanislav key lessons for business leadershipThe biggest financial pain points facing outpatient healthcare clinicsWhy bookkeeping alone isn't enough for growth-focused practicesWhen to bring in a fractional CFO—and what criteria to considerActionable steps for improving clinic cash flow and preparing for...

    2240 - Mastering PPC: Tips and Trends for Successful Digital Advertising with Big Click Co's Lisa Raehsler

    Play Episode Listen Later Jul 22, 2025 19:20


    Mastering Modern PPC with Lisa Raehsler of Big Click CoOn this episode of The Thoughtful Entrepreneur, host Josh Elledge speaks with Lisa Raehsler, Founder and CEO of Big Click Co, about how businesses can stay competitive in the fast-evolving world of pay-per-click (PPC) advertising. Lisa shares expert insights on AI-powered campaign management, platform diversification, and why creativity and strategic oversight matter more than ever. Whether you're a digital marketing professional or business owner, Lisa breaks down what it takes to succeed with paid media in 2024 and beyond.Why PPC Success Now Requires Both Automation and StrategyPPC is no longer just about bidding on keywords—it's about understanding how automation, AI, and data privacy changes impact campaign outcomes. Lisa explains how platforms like Google and Meta are using AI to automate nearly every aspect of campaign delivery, from bidding to ad creation. While this creates efficiency, it also introduces risks like loss of control and black-box decision-making, which is why marketers must remain hands-on and analytical when reviewing performance data.Lisa also highlights the growing importance of creative and cross-platform strategy. As AI handles more of the technical execution, your competitive edge now lies in compelling visuals, differentiated messaging, and platform-specific strategies. From B2B success on LinkedIn to branding on YouTube and connected TV, Lisa encourages advertisers to diversify spend and lean into where their audience is most engaged.For businesses wondering when to hire a PPC agency, Lisa advises a minimum monthly ad spend of $2,000 and a strategic growth mindset. Agencies like Big Click Co offer value when you're ready to scale, need access to advanced features, or want creative approaches in complex or “unsexy” industries. Lisa's advice is clear: stay curious, test constantly, and align automation with strong brand strategy.About Lisa RaehslerLisa Raehsler is the Founder and CEO of Big Click Co. With decades of experience in digital advertising, Lisa is a nationally recognized PPC expert who helps businesses grow through strategic, data-driven paid media campaigns across Google, Meta, LinkedIn, and beyond.About Big Click CoBig Click Co is a performance-driven PPC consultancy focused on helping businesses maximize ROI across modern advertising platforms. The firm specializes in campaign strategy, automation oversight, and creative testing for growth-minded clients.Links Mentioned in this Episode:Big Click Co WebsiteLisa Raehsler on LinkedInEpisode Highlights:What's changed in PPC for 2024How AI is impacting Google and Meta ad campaignsWhy creative and cross-platform strategy are keyWhen to hire a PPC agency and how to know you're readyHow to succeed with LinkedIn, YouTube, and CTV adsConclusionPPC in 2024 demands more than just technical skills—it requires strategy, creativity, and adaptability. Lisa Raehsler shows us that by balancing automation with oversight and leaning into what makes your brand unique, paid media can become a powerful engine for growth. If you're ready to level up your advertising, now's the time to take a smarter, more strategic approach.Apply to be a Guest on The Thoughtful...

    2239 - Lessons from Tractor Restoration to Fintech Success with Volt's Steffen Vollert

    Play Episode Listen Later Jul 21, 2025 17:40


    From Vintage Tractors to Real-Time Payments with Steffen Vollert of VoltOn this episode of The Thoughtful Entrepreneur, host Josh Elledge talks with Steffen Vollert, Co-Founder and CEO of Volt, a European fintech innovator specializing in real-time global bank payments. Steffen shares how his experience restoring vintage Porsche diesel tractors shaped his leadership philosophy and business mindset—emphasizing quality, attention to detail, and customer relationships. The conversation explores how Volt is disrupting the payments industry with white-label solutions and regulatory advantages, and offers actionable insights for merchants seeking faster, more secure, and scalable payment infrastructure.Why the Fundamentals Still Matter in a High-Tech WorldSteffen's passion for restoring vintage tractors taught him the value of process, precision, and patience—principles he now applies to building scalable payment systems at Volt. Whether it's diagnosing a mechanical issue or resolving a payment integration, both require discipline and customer-first thinking. Volt's model embraces those same fundamentals by delivering seamless, real-time bank-to-bank payments across borders, while empowering merchants to take control of their payment experience.Volt sets itself apart by leveraging open banking regulations like PSD2 to initiate instant bank transfers and reduce reliance on costly card networks. Rather than becoming another all-in-one payment giant, Volt operates as the infrastructure behind white-labeled solutions for retailers, PSPs, airlines, and even crypto platforms—making their offerings faster and more secure without sacrificing control or branding.If your business is expanding across Europe or struggling with slow settlement times, Volt's technology and merchant-first approach might be exactly what you need.About Steffen VollertSteffen Vollert is the Co-Founder and CEO of Volt. With a background in engineering and entrepreneurship, Steffen brings a unique blend of technical expertise and business strategy to the world of fintech. His leadership is grounded in a passion for craftsmanship—both mechanical and digital.About VoltVolt is a leading real-time payments platform headquartered in Europe. The company enables instant, secure bank-to-bank transfers through open banking infrastructure, helping businesses across sectors improve checkout performance, reduce fees, and scale globally. Volt powers white-labeled payment experiences for e-commerce, travel, crypto, and enterprise platforms.Links Mentioned in this Episode:Volt WebsiteSteffen Vollert on LinkedInVintage Porsche Tractor ProjectsEpisode Highlights:How restoring vintage tractors influenced Steffen's leadership in fintechWhat makes Volt different from Stripe, PayPal, and other PSPsWhy speed, attention to detail, and customer discovery matter in paymentsThe benefits of white-label, real-time bank paymentsActionable tips for merchants evaluating new payment partnersConclusionFrom hands-on craftsmanship to cutting-edge fintech, Steffen Vollert shows that the principles of excellence, process, and customer care are timeless. Volt is bridging the gap between innovation and reliability, offering a smarter approach to payments for global merchants. If you're looking to modernize your payments...

    2238 - How to Transition from Founder-Led Sales to a Scalable Sales Process with SCALIFY OS's James Graham

    Play Episode Listen Later Jul 18, 2025 19:07


    Breaking Through the Growth Ceiling with James Graham of SCALIFY OSOn this episode of The Thoughtful Entrepreneur, host Josh Elledge speaks with James Graham, Founder and CEO of SCALIFY OS, about how entrepreneurs can overcome growth plateaus and transition from founder-driven hustle to scalable, operational excellence. James works with businesses earning between $1M and $20M in revenue, helping them build the systems, leadership structures, and strategies needed to grow sustainably—and profitably.From Hustle to Scale: Building a Business That Runs Without YouJames Graham understands that passion and grit can take a founder far, but they're not enough to grow a company beyond its early success. Many entrepreneurs hit a “growth ceiling” where time, energy, and resources no longer stretch far enough—and chaos creeps in. That's where SCALIFY OS comes in.James helps founders step out of the weeds by installing operational systems, documenting sales processes, and establishing structured leadership meetings. His strategies are highly customized, focusing on each business's unique challenges and opportunities—rather than offering one-size-fits-all solutions. He also incorporates AI into his coaching model with “Jamie,” a proprietary AI business coach that supports clients with 24/7 operational guidance.If you're stuck working nights and weekends, can't delegate effectively, or feel your business is running you—this episode delivers a clear roadmap for scaling up without burning out.About James GrahamJames Graham is the Founder and CEO of SCALIFY OS, where he helps $1M–$20M businesses break through their growth ceilings by implementing operational systems, leadership development, and strategic coaching. With a background in business architecture and digital innovation, James is passionate about helping founders become CEOs.About SCALIFY OSSCALIFY OS is an operational strategy and coaching platform built for established entrepreneurs ready to scale. The company offers custom assessments, leadership systems, documented processes, and AI-enhanced coaching to help businesses grow sustainably—without relying solely on the founder's hustle.Links Mentioned in this Episode:SCALIFY OS WebsiteJames Graham on LinkedInEpisode Highlights:What the “growth ceiling” looks like for $1M–$20M businessesWhy operational systems—not hustle—are key to sustainable scaleThe importance of structured leadership meetings and clear accountabilityHow to document and delegate founder-led salesThe role of AI in modern business coaching with SCALIFY OS's “Jamie”ConclusionScaling a business isn't just about working harder—it's about thinking smarter. As James Graham shares, true growth requires systematizing success, empowering leadership, and stepping back from the day-to-day. With the right structure and support, you can break through the ceiling and build a business that thrives without you at the center of everything.Apply to be a Guest on The Thoughtful Entrepreneur: https://go.upmyinfluence.com/podcast-guestMore from UpMyInfluence:We are actively booking guests for our The Thoughtful Entrepreneur.

    2237 - Why Authenticity Matters More Than Ever in Advertising with FPW Media's Owen Garitty

    Play Episode Listen Later Jul 17, 2025 17:43


    Authenticity in the Age of AI: How Owen Garitty of FPW Media Keeps Marketing HumanOn this episode of The Thoughtful Entrepreneur, host Josh Elledge speaks with Owen Garitty, Founder and CEO of FPW Media, a creative marketing agency redefining brand storytelling in an AI-saturated world. Owen shares how FPW blends advanced technology with genuine human connection, offering a fresh perspective for business owners, marketers, and creatives navigating the challenges of modern branding.Finding Balance: Why Analog Matters in a Digital WorldOwen Garitty kicks off the conversation by sharing a surprising source of creative clarity—gardening. His hands-in-the-soil approach is more than just a hobby; it's a metaphor for the power of stepping back from digital overload. In a world dominated by automation, Owen believes it's essential for creatives to disconnect and reconnect with themselves.This philosophy directly influences how FPW Media operates. From high-end film production to augmented reality and experiential marketing, FPW integrates cutting-edge tools without sacrificing authenticity. The company keeps 95% of its production in-house, allowing for tighter quality control, stronger collaboration, and more emotionally resonant outcomes.While AI plays a growing role in the marketing world, Owen emphasizes using it with intention. Rather than relying on generic AI tools, FPW trains custom models tailored to each client's brand voice and data. The result? More precise insights and storytelling that feels human, not manufactured.About Owen GarittyOwen Garitty is the Founder and CEO of FPW Media. Known for his deep understanding of storytelling, Owen blends old-school creative instincts with next-gen marketing tools to help brands stay real in a world that often feels artificially curated.About FPW MediaFPW Media is a full-spectrum creative agency offering services in branding, content production, AR/VR, experiential marketing, and more. With a massive in-house production facility and a focus on authenticity, FPW helps brands create powerful, emotionally resonant content that breaks through the noise.Links Mentioned in this Episode:FPW Media WebsiteOwen Garitty on LinkedInEpisode Highlights:Why disconnecting from digital tools can fuel better creative strategyHow FPW Media uses AI with precision, not as a generic shortcutThe dangers of synthetic content and the "boomerang effect"Actionable ways to build brand authenticity in the age of automationHow FPW's in-house team and creative space set them apartConclusionIn today's fast-moving, AI-driven marketing world, staying authentic is more than a nice-to-have—it's a competitive advantage. As Owen Garitty of FPW Media makes clear, brands that invest in real stories, real people, and real connections will stand out in a sea of synthetic content. If you want your marketing to resonate—not just reach—now's the time to humanize your strategy.Apply to be a Guest on The Thoughtful Entrepreneur: https://go.upmyinfluence.com/podcast-guestMore from UpMyInfluence:We are actively booking guests for our The Thoughtful Entrepreneur.

    2236 - Enhancing Efficiency in State Trial Court Litigation with Trellis Law's Alon Shwartz

    Play Episode Listen Later Jul 16, 2025 18:42


    Unlocking the Power of Legal Analytics with Alon Shwartz of Trellis LawOn this episode of The Thoughtful Entrepreneur, host Josh Elledge speaks with Alon Shwartz, Co-Founder and COO of Trellis Law, a cutting-edge legal tech platform reshaping how attorneys navigate state trial court litigation. Alon shares how Trellis leverages data analytics and AI to streamline legal research, improve strategy, and increase efficiency for legal professionals. If you're in the legal field and want to work smarter—not harder—this episode is packed with insight.Bringing Legal Intelligence to State Trial CourtsAlon Shwartz's entrepreneurial journey is driven by resilience and optimization—two traits he honed through his long-term commitment to CrossFit. He draws a parallel between physical training and business leadership, emphasizing how mental grit and consistency are vital to pushing through complexity, both in the gym and in scaling a tech startup.That mindset helped shape Trellis Law's mission: to demystify and organize fragmented state trial court data. Traditional legal databases often overlook state-level courts, but that's where the majority of litigation actually happens. Trellis bridges this gap by aggregating data from over 3,000 courts across 46 states and delivering intuitive, actionable insights for litigators.Trellis isn't just a data aggregator—it's a strategic platform. With features like judicial analytics, generative AI drafting tools, and judge-specific behavior patterns, Trellis enables attorneys to prepare smarter motions, manage client expectations, and make data-informed decisions with confidence. The result? Less guesswork and more wins.About Alon ShwartzAlon Shwartz is the Co-Founder and COO of Trellis Law. With a background in entrepreneurship and a passion for solving complex data challenges, Alon leads the company's operations and innovation strategy. His insights into legal tech, AI, and product development make him a standout thought leader in the legal analytics space.About Trellis LawTrellis Law is a legal intelligence platform that provides state trial court analytics and litigation insights. The platform helps litigators, law firms, insurance companies, and legal departments streamline case preparation and make data-informed decisions. Trellis is transforming how legal professionals access and apply state court data.Links Mentioned in this Episode:Trellis Law WebsiteAlon Shwartz on LinkedInEpisode Highlights:Why state trial court data is a largely untapped resource in legal techHow Trellis empowers lawyers to strategize using real judicial dataThe connection between athletic discipline and startup successHow Trellis is leveling the playing field with accessible legal intelligenceThe AI tools that are changing how legal research gets doneConclusionTrellis Law is paving the way for a smarter, more strategic approach to litigation—especially at the state level. As Alon Shwartz shares, success in the legal field is no longer just about intuition; it's about leveraging the right tools to make better decisions, faster. If you're looking to modernize your practice, Trellis offers a compelling first step.Apply to be a Guest on The Thoughtful Entrepreneur:

    2235 - Navigating the Cybersecurity Maze: Essential Insights from Aethon Security's Derek Kernus

    Play Episode Listen Later Jul 15, 2025 18:58


    Cybersecurity Insights for Business Leaders: Expert Advice from Derek Kernus of Aethon SecurityIn today's rapidly evolving digital world, cybersecurity is no longer just a concern for large enterprises—it's a critical part of every organization's strategy. In this recent episode of The Thoughtful Entrepreneur, host Josh Elledge sat down with Derek Kernus, CEO of Aethon Security, to discuss how business leaders can protect their organizations from the growing wave of cyber threats. The conversation dives deep into the importance of cybersecurity, compliance, and practical steps that leaders can take to stay ahead of the curve in an increasingly complex landscape.Understanding Cybersecurity and Compliance in Today's Business WorldDerek Kernus opens the conversation by highlighting the current cybersecurity threats faced by businesses today. Nation-state actors from China and Russia are increasingly targeting U.S. government networks and contractors, aiming to steal sensitive information or disrupt critical infrastructures like energy grids, water systems, and healthcare. As businesses digitize more of their operations, the number of potential attack points expands, making it essential for leaders to treat cybersecurity as a core business risk.Derek emphasizes the importance of compliance, particularly for government contractors who must meet cybersecurity standards like the Cybersecurity Maturity Model Certification (CMMC). Failure to comply with these requirements can result in lost contracts, legal penalties, and reputational damage. Even in the private sector, companies are increasingly expected to adopt rigorous cybersecurity measures. By understanding and implementing these frameworks, businesses can ensure that they are protected and ready to meet both governmental and industry-specific standards.The episode also addresses real-world cyber threats, including the Colonial Pipeline attack and attempts to disrupt municipal water systems, underscoring the need for proactive security measures. Derek offers actionable cybersecurity tips for business leaders to improve their organizational defenses and protect sensitive data.Actionable Cybersecurity Tips for Business LeadersDerek shares several practical, actionable cybersecurity steps that leaders can implement immediately to enhance their company's security posture. One of the most essential steps is implementing Multi-Factor Authentication (MFA) across all critical accounts. MFA significantly reduces the risk of unauthorized access, even if passwords are compromised. Derek advises prioritizing MFA for administrative and remote access accounts and training employees on how to use it.Another key recommendation is to conduct regular vulnerability scans. These scans help identify system weaknesses before they can be exploited. Derek stresses the importance of automating these scans, prioritizing high-risk vulnerabilities, and keeping records of the scans and remediation efforts for compliance purposes. Additionally, keeping software and systems up to date is crucial. Outdated software often serves as a gateway for cybercriminals, so applying patches and updates promptly can close those security gaps.Finally, Derek encourages business leaders to leverage federal cybersecurity frameworks like NIST and CMMC to better manage risks and ensure compliance. These frameworks offer structured, proven guidelines to assess and improve cybersecurity defenses, making them invaluable tools for organizations of all sizes. Derek advises that even non-government contractors benefit from adopting these best practices.About Derek KernusDerek Kernus is the CEO of Aethon Security, a cybersecurity consulting firm that helps organizations navigate complex compliance requirements and protect their data from cyber threats. Derek brings years of...

    2234 - Mastering Leadership by Balancing Flexibility with Core Values in Uncertain Times with Kevin Eikenberry

    Play Episode Listen Later Jul 14, 2025 21:20


    Leading with Flexibility in Uncertain Times with Kevin EikenberryIn this episode of The Thoughtful Entrepreneur, host Josh Elledge speaks with Kevin Eikenberry, Chief Potential Officer of The Kevin Eikenberry Group and author of Flexible Leadership: Navigate Uncertainty and Lead with Confidence. Kevin shares timely insights on how today's leaders can thrive amid volatility by staying grounded in their values while adapting their strategies. From navigating change to investing in leadership development, this episode offers a practical roadmap for leaders who want to lead with confidence and clarity—even when the future is unclear.How to Lead with Confidence in a Volatile WorldKevin emphasizes that modern leadership isn't about always having the answers—it's about being agile, values-driven, and committed to continuous learning. Drawing on decades of coaching leaders, he shares how embracing flexibility doesn't mean abandoning structure. Instead, it means having deep roots (your values) and being able to bend (your strategy) when the winds of change blow. Leaders must separate their identity from their roles and build adaptive thinking into their teams. He also introduces the metaphor of a tree: stable at the roots, flexible in the branches—a model that resilient leaders should follow.Through candid conversation, Kevin and Josh explore how uncertainty can actually be a catalyst for growth. Leaders who acknowledge unpredictability, model transparency, and focus on what they can control are more likely to build trust and drive results. Kevin also warns against falling into the “leadership trap”—confusing your job title with your personal identity. Real leadership, he explains, comes from consistent values-based action, not positional authority.Finally, Kevin shares actionable strategies for building leadership capacity. He encourages leaders to invest in training, conduct value clarification exercises, and remain open to feedback. With tools like his free masterclass and The Remarkable Leadership Podcast, Kevin equips leaders to become more effective in both mindset and behavior. His ultimate message: Great leadership is less about control and more about creating clarity and consistency in how you show up for your team—even when everything around you is changing.About Kevin EikenberryKevin Eikenberry is the Chief Potential Officer of The Kevin Eikenberry Group and a globally recognized leadership expert, speaker, and author. His work focuses on developing remarkable leaders and equipping them to navigate change, uncertainty, and growth with confidence.About The Kevin Eikenberry GroupThe Kevin Eikenberry Group is a leadership and learning consulting company helping individuals and organizations unleash their potential. Through workshops, coaching, books, and digital resources, the firm provides tools that help leaders build influence, flexibility, and success.Links Mentioned in this EpisodeKevin Eikenberry's WebsiteKevin Eikenberry on LinkedInFree Leadership MasterclassFlexible Leadership: Navigate Uncertainty and Lead with Confidence (Book)The Remarkable...

    2233 - How to Stop Being Your Own Worst Enemy in Business Growth with Your Modern Legacy's Aaron Goodwin

    Play Episode Listen Later Jul 11, 2025 16:15


    How to Scale Your Business and Build Effective Teams: In-Depth Insights from Aaron Goodwin of Your Modern LegacyIn this episode of The Thoughtful Entrepreneur, host Josh Elledge sits down with Aaron Goodwin, Founder & CEO of Your Modern Legacy, to explore how business owners can strategically scale, hire, and build systems that free them to work on their business, not just in it.Scaling Strategy, Delegation, and MindsetAaron introduces a stage-based approach to scaling: $0–1M emphasizes sales and marketing, $1–3M prioritizes team building, and $3–8M requires systematization. He stresses that each stage brings its own challenges, and what brought you success at one level won't necessarily work for the next. Clarity about your current business stage is essential for targeted growth.To unlock growth, Aaron recommends a practical four-step hiring framework—role definition, structured screening, skills assessments, and behavioral interviews—designed for consistency and long-term fit. He further urges business owners to perform a time audit, tracking their tasks to reveal where delegation is needed. Doing so helps free up the founder's time for strategic priorities.Aaron also advocates for a “future-self” mindset: begin living in alignment with your vision of leadership today. Simple actions—outsourcing non-core tasks, documenting systems, and making hiring decisions aligned with your goals—signal to your brain and your team that you're committed to elevating your business. That alignment, he explains, is what powers growth and leads to lasting freedom.About Aaron GoodwinAaron Goodwin is the Founder & CEO of Your Modern Legacy, a coaching and training firm helping entrepreneurs scale intentionally, build effective teams, and reclaim time for strategic growth.About Your Modern LegacyYour Modern Legacy offers free tools like the Four‑Step Interview Guide, monthly webinars, and customized coaching for CEOs aiming to build legacy-driven, team-powered businesses.Links Mentioned in This EpisodeAaron's LinkedIn ProfileYour Modern LegacyKey Episode HighlightsRevenue Stage Strategy: Tailor systems and team-building to your growth stage.Structured Hiring: Four-step interview framework prevents costly mistakes.Time Audit Insight: Reveals tasks that hinder growth and freedom.Delegation by Design: Document processes before assigning to others.Future-Self Mindset: Act “as if” to align daily decisions with long-term goals.ConclusionScaling your business is a strategic journey shaped by vision, clarity, and discipline. Aaron Goodwin's playbook—focused on stage-specific systems, structured hiring, time mastery, and future-oriented mindset—proves that sustainable growth and lasting legacy begin with intentional action.Apply to be a Guest on The Thoughtful Entrepreneur: https://go.upmyinfluence.com/podcast-guestMore from UpMyInfluence:We are actively booking guests for our The Thoughtful Entrepreneur. Schedule HERE.Are you a 6-figure consultant? I've got high-level intros for you.

    2232 - How Can Curiosity and Problem-Solving Transform Your Sales Skills with Sales Guru Global's Navid Momeni

    Play Episode Listen Later Jul 10, 2025 19:56


    Sales Mastery in the Modern Era with Navid MomeniIn this episode of The Thoughtful Entrepreneur, host Josh Elledge talks with Navid Momeni, Founder and CEO of Sales Guru Global and author of How to Become a Sales Master. Navid dives into what sets top-performing sales professionals apart in today's market—emphasizing curiosity, empathy, and the relentless pursuit of growth. He shares how modern sales is about problem-finding over problem-solving, and why consistency, coachability, and a “growth mindset” are essential for success.Mastering Sales in Today's Evolving LandscapeNavid emphasizes that modern sales professionals excel through curiosity, in-depth research, and empathetic listening. Instead of pushing products, they act as trusted advisors who uncover client challenges and tailor meaningful solutions. These skills transform sales conversations into opportunities for connection, clarity, and trust-building.He also explains the importance of daily habits like tracking activity, refining objection handling, and practicing consistent follow-up. The concept of “clobbering”—relentless repetition and feedback—helps salespeople build muscle memory and improve performance over time. Navid stresses that coachability and consistency are key markers of lasting success.Lastly, Navid highlights the human side of selling—resilience, adaptability, and giving back. He believes sales mastery includes a responsibility to uplift others, which is why 100% of proceeds from his book are donated to charity. His holistic view of growth as both personal and professional sets a powerful standard for sales leaders today.About Navid Momeni:Navid Momeni is the Founder and CEO of Sales Guru Global and the author of How to Become a Sales Master. He brings over a decade of experience coaching sales teams and individuals to elevate their performance and mindset. Navid's training emphasizes skill development, resilience, and continuous learning.About Sales Guru Global:Sales Guru Global delivers customized sales training and consulting for startups, SMBs, and enterprise clients. The company offers go-to-market strategy support, sales team workshops, and 1:1 coaching programs to accelerate sales performance.Links Mentioned in this Episode:Navid Momeni on LinkedInSales Guru Global WebsiteKey Episode Highlights:Why curiosity and empathy are today's most valuable sales traitsHow to develop resilience and coachability in your sales careerWhat “clobbering” means and why it drives masteryThe importance of continuous skill upgrades and self-reflectionHow Navid's book contributes to global charitable causesConclusionJosh and Navid explore how mastering sales in today's world requires both strategic thinking and emotional intelligence. From diagnosing hidden challenges to building lasting client trust, Navid's approach equips listeners with actionable tactics and a mindset for growth.Apply to be a Guest on The Thoughtful Entrepreneur: https://go.upmyinfluence.com/podcast-guestMore from UpMyInfluence:We are actively booking guests for our The Thoughtful Entrepreneur. Schedule HERE.Are

    2231 - From Basement to Business: Transforming Dreams into Reality with Supliful's Martins Lasmanis

    Play Episode Listen Later Jul 9, 2025 19:42


    How Supliful is Empowering the Next Generation of E-Commerce Entrepreneurs with Martins LasmanisIn this episode of The Thoughtful Entrepreneur, host Josh Elledge speaks with Martins Lasmanis, Co-founder and CEO of Supliful. Martins shares how his innovative platform is transforming the way small and mid-sized businesses launch and scale fast-moving consumer goods (FMCG) brands. From his love for binge-worthy shows and mystery novels to his deep e-commerce insights, Martins offers a compelling look at how Supliful removes the barriers for modern entrepreneurs.How Supliful Streamlines Success for E-Commerce BrandsMartins built Supliful with a clear mission: make it easier for entrepreneurs to launch product-based businesses. Supliful offers a robust white-label catalog of over 250 items—from skincare and supplements to specialty coffee and pet care—all without requiring upfront inventory costs. Supliful handles fulfillment and shipping, allowing business owners to focus on branding and growth. By sourcing locally within the U.S., the company also shields clients from global supply chain disruptions while ensuring fast delivery.In a landscape where margins are thin and consumers expect transparency and speed, Supliful provides a game-changing solution. Martins advises staying calm and adaptive, using tools like Supliful to test products quickly, optimize operations, and meet rising customer expectations. With real-time analytics and educational resources, entrepreneurs can refine their strategies and scale faster with minimal risk.Actionable Strategies and the Future of E-CommerceMartins shares tactical tips that any e-commerce leader can use. To increase average order value, he suggests bundling complementary products—like pairing skincare serums with cleansers—at checkout. Brands using this strategy have seen up to a 30% lift in AOV. Martins also recommends leveraging Supliful's analytics to make informed decisions, encouraging entrepreneurs to iterate based on customer feedback.The future of e-commerce, according to Martins, lies in the rise of solo founders, niche micro-brands, and consumer demand for transparency. Supliful empowers lean teams to build powerful brands without logistical headaches. Entrepreneurs can browse products, customize branding, and launch online in days, not months. One inspiring user started from a parent's basement and grew into a seven-figure brand with Supliful's support.About Martins Lasmanis:Martins Lasmanis is the Co-founder and CEO of Supliful, a platform that enables entrepreneurs to build white-label FMCG brands with no upfront inventory. He brings passion, curiosity, and a deep understanding of e-commerce to his leadership, helping thousands of founders launch and grow their businesses with ease.About Supliful:Supliful is a white-label e-commerce platform that allows users to sell over 250 curated products without managing inventory or fulfillment. By focusing on U.S.-based manufacturing and rapid go-to-market capabilities, Supliful helps entrepreneurs minimize risk and scale faster.Links Mentioned in this Episode:Martins Lasmanis on LinkedInSupliful WebsiteEpisode Highlights:Why Supliful is a game-changer for launching FMCG brandsHow to raise average order value using complementary productsStrategies for navigating e-commerce challenges in 2024The rise of solo founders and...

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