Podcasts about business planning

How much cash is hiding in your business? See if you qualify for a Free Financial Health Check Financial Intelligence Toolkit Most business owners have sat through a strategy session that felt productive in the room and changed nothing back at the office.In this episode Steve breaks down the three biggest mistakes he sees business leaders make when doing strategy. Not because they are not smart or ambitious, but because nobody ever showed them what strategy actually requires before the vision work even starts.If your team keeps doing strategy but keeps staying stuck, this one is for you._______________________________________Disclaimer:The views expressed here are those of the individual Coltivar Group, LLC (“Coltivar”) personnel quoted and are not the views of Coltivar or its affiliates. Certain information contained in here has been obtained from third-party sources. While taken from sources believed to be reliable, Coltivar has not independently verified such information and makes no representations about the enduring accuracy of the information or its appropriateness for a given situation.This content is provided for informational purposes only, and should not be relied upon as legal, business, investment, or tax advice. You should consult your own advisers as to those matters. References to any securities or digital assets are for illustrative purposes only, and do not constitute an investment recommendation or offer to provide investment advisory services. The Company is not registered or licensed by any governing body in any jurisdiction to give investing advice or provide investment recommendations. The Company is not affiliated with, nor does it receive compensation from, any specific security. Please see https://www.coltivar.com/privacy-policy-and-terms-of-use for additional important information.LinkedIn | YouTube coltivar.com

From goal setting and accountability to lead generation, referrals, luxury market positioning, and building a business around your strengths, this conversation provides practical strategies agents can implement immediately. Whether you're a new agent building your database, an experienced professional looking to scale, or a luxury agent seeking more intentional growth, this episode offers a roadmap for creating a business plan that works. In This Episode: ✔ Why written goals consistently outperform wishful thinking ✔ How to create a custom success blueprint for your business ✔ The difference between being busy and being productive ✔ How top agents structure their time for maximum results ✔ Building a referral network and identifying feeder markets ✔ Why accountability is critical to achieving your goals ✔ The difference between a coach and a mentor ✔ Strategic planning for luxury real estate growth ✔ How to identify your ideal luxury client and market niche ✔ Common business planning mistakes agents make

Takeaways Entering retail can make or break your business. FOMO should not be the reason to enter retail. Retail can distract from core competencies. Creative alternatives to retail. Engaging with the community is crucial for success. Staffing is a major challenge in retail. A merchant's heart is essential for retail success. Understanding the costs of retail is vital. Food can bleed money in retail. The best cafes have a narrow focus. Retail is incredibly competitive today. Have a clear concept and plan. Don't leave any stone unturned in planning. Never do a handshake deal for business agreements. Streamlined operations lead to better profitability. Experience in retail is crucial for roasters.     Part of The Covoya Coffee Podcasting Network TAKE OUR LISTENER SURVEY Visit and Explore Covoya!

Peter Green is re-joined by solicitor Tom Mottram from Porter Dodson and Devon farmer Jilly Greed in this bonus episode of Farming Focus™ to explore the role of gifting within farm succession planning. They discuss tax implications, affordability and the importance of professional advice, alongside Jilly's first-hand experience of transferring assets. They advise being informed is a strength, highlighting how careful planning is essential to protect both your family and your farm business. Make sure you listen to episode 8 to get the most from this bonus episode.  Farming Focus is the podcast for farmers in the South West of England, but is relevant for farmers outside of the region or indeed anyone in the wider industry or who has an interest in food and farming.  For more information on Cornish Mutual visit cornishmutual.co.uk For our podcast disclaimer click here.

This episode explores farm succession planning in light of recent changes to agricultural property relief. Host Peter Green is joined by solicitor Tom Mottram from Porter Dodson and fourth-generation Devon farmer Jilly Greed to discuss tax implications, family conversations and practical steps. From partnership agreements to professional advice, they share honest insight and experience, strongly recommending early planning helps secure a farm's future. Are there topics you'd like us to cover or guests you'd love to hear from? Get in touch by emailing us at podcast@cornishmutual.co.uk or by connecting with us on our socials @cornishmutual. Your feedback helps us shape the podcast to meet your needs. Farming Focus is the podcast for farmers in the South West of England, but is relevant for farmers outside of the region or indeed anyone in the wider industry or who has an interest in food and farming.  For more information on Cornish Mutual visit cornishmutual.co.uk For our podcast disclaimer click here.  If you'd like to send us an email you can contact us at podcast@cornishmutual.co.uk 

In this highlight episode, Stacey continues her three-part series on understanding the money in your business. Building on last week’s introduction to basic budgeting, Stacey dives deeper into why every business owner needs to know exactly where their cash is—what’s coming in, what’s going out, and what’s projected over the months ahead. She shares insights from her coaching clients, many of whom feel hesitant or overwhelmed by finances, and explains how simple accountability practices can transform confidence around money. Stacey also reveals her own learning curve with business finances and why education is the key to making informed decisions. Listeners will learn how to create individual budgets for products and events, price strategically, and forecast multiple scenarios so that decisions are based on real numbers—not gut instinct. Stacey’s examples from Port Macquarie Performing Arts show how using a basic spreadsheet can help determine whether projects are profitable, sustainable, or need to pivot.See omnystudio.com/listener for privacy information.

In Chapter 1 of POSTMORTEM ESTATE PLANNING 2026 Edition, George Schoenbeck poses some fundamental questions: "What is 'postmortem' estate planning? How does an attorney advising an executor or trustee know when such planning is needed? Further, what does the attorney need to know before engaging in it?" In this episode, Mr. Schoenbeck answers some additional questions around succession planning for families with closely held businesses as part of their estates.For more on estate planning, IICLE's premier conference, the 2026 Estate Planning Short Course, is coming up May 4 and 5 in Champaign and online via live webcast and May 18 and 19 in Chicago.IICLE® is a 501(c)(3) not-for-profit based in Springfield, Illinois. We produce a wide range of practice guidance for Illinois attorneys and other legal professionals in all areas of law with the generous contributions of time and expertise from volunteer attorneys, judges, and other legal professionals.

Most business owners don't go looking for funding because they planned for it. They go looking because something broke. Payroll is due Friday. Revenue dipped. The reserves ran out. And when you're in panic mode, that's exactly when the vultures show up. This episode breaks down what the lending industry doesn't want you to know, and what you need to hear before you sign anything.Sara Weldon from Trufinco joins the show and keeps it brutally honest about the state of business funding right now. She calls MCAs a "shit sandwich" and explains exactly why they've become a death sentence for business owners who don't understand the fine print. We're talking daily payments, stacked loans, interest rates designed to bury you, and lenders who are counting on your desperation. Sara's been in this industry for seven years and flat out says she hates what most of it has become. That tells you everything.We hit Noise vs Truth hard in this one. "Debt is always bad." Wrong. "Take the biggest offer you can get." Hell no. "You'll figure out the payments later." That one might be the most dangerous lie in the entire lending world. And "revenue solves everything"? Sara has a client doing $14 million a year who is completely broke. Let that sit.Sara walks through her three step framework for approaching funding the right way: define the use of funds and the return, set a max payment your business can actually carry, and compare offers by total cost and repayment structure, not just the interest rate. If you're borrowing without doing those three things, you're gambling.The hard truth here is simple. Know who you are. Know your lane. Stop trying to do everything yourself and bring in people who can see what you can't. That's the difference between businesses that survive funding and businesses that get buried by it. Watch on YouTubeIf this hit home, drop a comment. Tell me where you're feeling it most. I read every single one.New episodes every week on Spotify, Apple Podcasts, and YouTube. Subscribe so you never miss a real conversation.

Business Planning Needed Now More Than Ever Episode 377 – Due to the One Big Beautiful Bill Act, the U.S. Supreme Court and current employment conditions, there's never been a more important time for business owners to review their business succession and employee benefits plans. More SML Planning Minute Podcast Episodes Transcript of Podcast Episode 377 Hello, this is Bill Rainaldi, with another edition of Security Mutual's SML Planning Minute. In today's episode: business planning needed now more than ever. There's never been a more important time for business owners to review their business succession and employee benefits plans. That's due to the confluence of several recent events including the One Big Beautiful Bill Act (OBBBA) signed by President Trump on July 4, 2025, and the U.S. Supreme Court decision on June 6, 2024, in the case Connelly v. United States.[i] The other factor is the general job market today and economic realities. OBBBA “permanently” increased the federal estate tax exemption amount to $15 million indexed for inflation. Even in 2019, when the exemption amount was “only” $11.4 million, only 0.07% of decedents paid an estate tax.[ii] So, many small business owners may no longer need estate tax planning services unless they live in one of the twelve states and the District of Columbia that still has a state estate and/or inheritance tax with exemption amounts significantly lower than the federal amount. Note that general estate planning is still recommended for all! According to the U.S. Small Business Administration, there are over 36.2 million small businesses in the U.S.[iii] “Small businesses fuel economic growth, job creation, and supply chain resiliency across the country.”[iv] Obviously, keeping small businesses primed for success today and for tomorrow through proper planning in the areas of business succession, executive benefits, retirement, employee benefits, estate and family protection, and more, is vitally important. The Connelly case makes business succession planning even more urgent for business owners. The Supreme Court reversed generally accepted principles long held by the insurance and legal communities and addressed the narrow question of whether a corporation's fair market value is impacted by life insurance proceeds received by the corporation and committed to funding the redemption of a decedent owner's shares for estate tax purposes. The Supreme Court unanimously held that the corporation's redemption obligation is not a liability that reduces the estate tax value of the decedent's shares. The Supreme Court also specifically referenced cross purchase buy-sell arrangements that could have avoided this result. Although not mentioned in the Connelly case, the other implication is that business-owned life insurance on the life of the business owner, solely for key person insurance purposes or other non-succession planning reasons, may also impact the business valuation and accordingly, that business owner's estate plan. Every business owner should work with their life insurance agents and tax and legal advisors to determine if their existing business continuation and estate plan is affected by this decision. Buy-sell agreements may need to be revised and amended, particularly if the agreements call for the business to buy back the ownership interest of a deceased owner and the business purchases life insurance on the owner to do that. If business owners don't have a plan, they should design and implement a plan immediately! Of course, if there is an estate tax issue as a result of business-owned life insurance, then the business succession plan should be coordinated with the business owner's estate plan. Executive benefits planning, such as split-dollar, executive and retention bonus, and nonqualified deferred compensation plans, all funded with cash value life insurance, are also topics that business owners should consider. Several surveys reinforce the urgency created by the current labor market for businesses to retain their best and brightest employees.[v] Even the creative use of qualified retirement plans, such as profit-sharing plans, fully insured defined benefit plans and cash balance plans should be considered because more benefits can be steered toward the owners and highly compensated, and presumably the most valuable, employees. All of these plans can also hold life insurance as an asset for family financial protection. Business owners need to contact their financial services professionals, tax and legal advisors immediately. There's much planning to be done for personal and business success! Important Notice: The information contained in this document is not intended to (and cannot) be used by anyone to avoid IRS penalties. This document supports the promotion and marketing of insurance products. [i] Connelly v. United States, 144 S.Ct. 1406 (2024). [ii] U.S. Congress. “The Estate and Gift Tax: An Overview.” Congress.gov. https://www.congress.gov/crs-product/R48183 (accessed 1/30/2026). [iii] U.S. Small Business Administration Office of Advocacy. “New Advocacy Report Shows the Number of Small Businesses in the U.S. Exceeds 36 million.” Advocacy.sba.gov. https://advocacy.sba.gov/2025/06/30/new-advocacy-report-shows-the-number-of-small-businesses-in-the-u-s-exceeds-36-million/ (accessed 1/30/2026). [iv] Id. [v] Craver, Henry. “Employee retention ranks as top HR priority.” Benefitspro.com. https://www.benefitspro.com/2025/10/31/employee-retention-ranks-as-top-hr-priority (accessed 1/30/2026);Finnegan, Richard. “Gallagher Report: Why Turnover is Still #1 Concern in 2025.” C-suiteanalytics.com. https://c-suiteanalytics.com/gallagher-turnover-is-1-concern-2025/ (accessed 1/30/2026);Yahoo Finance. “New Report Shows Employee Retention Outranks Almost Everything Else as U.S. Employers Tackle Burnout.” Finance.yahoo.com. https://finance.yahoo.com/news/report-shows-employee-retention-outranks-130000507.html (accessed 1/30/2026).     More SML Planning Minute Podcast Episodes This podcast is brought to you by Security Mutual Life Insurance Company of New York, The Company That Cares®. The content provided is intended for educational and informational purposes only. Information is provided in good faith. However, the Company makes no representation or warranty of any kind regarding the accuracy, reliability, or completeness of the information. The information presented is designed to provide general information regarding the subject matter covered. It is not to serve as legal, tax or other financial advice related to individual situations, because each individual's legal, tax and financial situation is different. Specific advice needs to be tailored to your situation. Therefore, please consult with your own attorney, tax professional and/or other advisors regarding your specific situation. To help reach your goals, you need a skilled professional by your side. Contact your local Security Mutual life insurance advisor today. As part of the planning process, he or she will coordinate with your other advisors as needed to help you achieve your financial goals and objectives. For more information, visit us at SMLNY.com/SMLPodcast. If you've enjoyed this podcast, tell your friends about it. And be sure to give us a five-star review. And check us out on LinkedIn, YouTube and Twitter. Thanks for listening, and we'll talk to you next time. Tax laws are complex and subject to change. The information presented is based on current interpretation of the laws. Neither Security Mutual nor its agents are permitted to provide tax or legal advice. The applicability of any strategy discussed is dependent upon the particular facts and circumstances. Results may vary, and products and services discussed may not be appropriate for all situations. Each person's needs, objectives and financial circumstances are different, and must be reviewed and analyzed independently. We encourage individuals to seek personalized advice from a qualified Security Mutual life insurance advisor regarding their personal needs, objectives, and financial circumstances. Insurance products are issued by Security Mutual Life Insurance Company of New York, Binghamton, New York. Product availability and features may vary by state.​ SubscribeApple PodcastsSpotifyAndroidPandoraBlubrryby EmailTuneInDeezerRSSMore Subscribe Options

In this episode of the Dental Slang podcast, Wyatt Ferber breaks down the financial framework behind a profitable, efficient dental practice. He explains the key metrics every practice owner must understand including gross profit, associate costs, lab expenses, contribution and net profit. With a clear view of the numbers, dentists can make smarter decisions, reduce waste and protect cash flow while maintaining high clinical standards. Wyatt also explores the strategic side of practice growth. From evaluating when to bring on an associate to aligning business decisions with personal and patient goals, he explains how thoughtful planning supports long-term success. By learning to evaluate a practice objectively, set clear goals and take measured action, dentists can strengthen both efficiency and profitability. Whether the goal is growth, stability or preparing for succession, this episode encourages dentists to think like entrepreneurs while continuing to deliver exceptional care. 10 Key Takeaways ·      Know Your Numbers: Gross profit, associate fees, lab costs, contribution and net profit are essential metrics for every practice owner. ·      Data Drives Better Decisions: Understanding revenue and expenses allows dentists to set treatment prices confidently and run a more efficient practice. ·      Start with Evaluation, Not Immediate Change: Analyze your numbers and define clear goals before implementing changes. ·      Inventory Control Impacts Cash Flow: Tracking everyday supplies prevents waste and keeps spending aligned with production. ·      Plan Ahead for Major Investments: Forecasting equipment purchases helps practices remain financially stable while upgrading technology. ·      Associates Should Be a Strategic Decision: Hiring decisions should be guided by patient demand, practice capacity, financial metrics and long-term goals. ·      Contribution Reveals True Performance: Revenue minus variable costs shows what remains to cover fixed expenses and determine break-even points. ·      Prepare for Generational Transitions: Understanding the priorities of both experienced practice owners and emerging associates supports smoother succession planning. About Bottom Line Business Planning Bottom Line Business Planning helps dental practice owners maximize profitability through financial and operational analysis, strategic planning sessions and ongoing tracking of real-time results against forecasted performance. BLBP is the United States partner of the United Kingdom–based dental practice profit management company Spot On Business Planning, which brings more than 15 years of experience supporting hundreds of dental practices in building stronger, more profitable businesses.

Are you struggling to bring your coaching journey to the next level? Stop treating it like a hobby and start creating your own business plan. Juliet Clark is joined by Lin Yuan-Su, Founder of Enlightened Success Institute, who shares her story from having a zero-business background in healthcare to building a multi-million dollar coaching business. They discuss why a sustainable business success requires a long commitment to training your mindset, building long-term relationships, and bringing value to others through prospecting. Gear up and learn why you need a well-crafted business plan, not just an engaging marketing plan.

Michael sits down with Christopher to unpack the power of combining CPA and legal expertise for small business owners. With dual credentials, Christopher explains how founders benefit from a single, trusted advisor who understands tax codes, legislation, acquisitions, and risk, reducing friction and costly missteps. The conversation explores intentional business strategy and why due diligence matters before launching or scaling. Christopher shares the origin of his book 168 Hours, created to bridge the gap between theory and execution, and calls out common mistakes like prioritizing advertising before solid financial planning. Michael reinforces the importance of timing, surrounding yourself with experienced advisors early, and using professionals proactively, not reactively. They also discuss proactive planning at key inflection points such as cash flow strain, rapid growth, and exit preparation. The episode closes with insights on doing things right the first time, recognizing trends early, and building infrastructure that supports long-term value creation. Christopher also shares details about his podcast Blabo and where to find his work. Bio — Chris Papin Chris Papin, owner of Papin CPA, where I bring a rare combination of legal and accounting expertise to help business owners navigate the complex intersection of finances, compliance, and growth strategy. With a Bachelor's and Master's degree in accounting from University of Oklahoma, I became a Certified Public Accountant in 2007 and earned my Juris Doctor from Oklahoma City University School of Law in 2008.  Admitted to practice before the United States Tax Court in 2010, I've been recognized early in my career by the Oklahoma Bar Association Leadership Academy (2009‑10) and honored by the Oklahoma Society of Certified Public Accountants as a “Trailblazer” in 2010. (legendarypodcasts.com) At Papin CPA we take a holistic advisory role — I'm not just your CPA or your attorney —I'm a strategic partner who understands both the numbers and the legal implications behind them. Our firm's innovative approach was acknowledged in 2017 when we received the Thomson Reuters Innovation Award for client‑centric growth and in 2022 we were recognized among the “Top Emerging Firms of the Year” for our forward‑thinking impact and commitment to excellence.  Whether you're a small business owner seeking clarity on tax strategy, regulatory risk or overall growth planning, I bring the dual lens of law and accounting to guide you toward actionable solutions. I'm deeply committed to forging lasting client relationships and helping companies move from reactive to proactive—so your time and resources serve your vision, not just your compliance needs. Ready to dive into strategy, ethics and growth? Let's turn complexity into clarity. https://www.linkedin.com/in/chrispapin/ https://www.papincpa.com/ https://papinspeaks.com    

How do founders navigate a business landscape shaped by volatility, uncertainty, complexity and ambiguity? In this live conversation, we speak with Matt Wilde from SWIG Finance about the funding gaps many businesses still face and what it really takes to grow in an unstable global environment. From working capital and supply chains to the role of trusted advisors and stronger ecosystem support, Matt shares what founders need to get right when the pressure is on. Key takeaways: Businesses that want to thrive in uncertain times need strong foundations, especially around working capital and effective supply chain management. Social impact lenders like SWIG Finance play an important role in supporting a wide range of businesses with tailored financial solutions that help them grow and sustain operations. AI can free up time for more valuable human-centred work, but businesses need to balance efficiency with sound judgement and human values.  We also explore the role of SWIG Finance as a social enterprise lender, supporting businesses with finance options that help founders start, sustain and scale. The conversation looks at the importance of good advisors, access to capital and stronger ecosystem connectivity, and how these factors shape a founder's ability to build a resilient business. Alongside this, we discuss the growing influence of AI on the way businesses operate. While technology can create efficiencies, Matt makes the case for keeping human judgment at the centre of decision-making. The episode closes with real examples, reflections on smarter financial decisions and a broader look at what founders need to succeed in a VUCA world. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

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In this episode of The Loan Officer Podcast, host Dustin Owen is joined by co-host Laura Zuluaga and producer Karina Mojica for an engaging and insightful conversation centered around strategies for mortgage loan originators who are experiencing burnout or have hit a plateau in their careers. Dustin kicks off the discussion by introducing his comprehensive and proven 12-step program, which is designed to help loan officers reignite their passion and drive for success. He emphasizes the importance of establishing strong foundational habits, building and nurturing meaningful relationships, and leveraging authentic storytelling to connect with clients and referral partners on a deeper level. Throughout the episode, the team delves into a variety of topics relevant to mortgage professionals, sharing personal anecdotes from their own journeys in the industry. They offer practical sales tips that can be implemented immediately, such as effective follow-up techniques, time management strategies, and ways to stand out in a competitive market. Laura and Karina contribute their unique perspectives, highlighting the significance of networking—both online through social media platforms and in-person at industry events—as a key component of sustained career growth. In addition to the actionable advice, the hosts inject the conversation with their signature lighthearted banter, making the episode both informative and entertaining. They also take a moment to announce an exciting upcoming industry cruise event, inviting listeners to join them for a unique opportunity to learn, connect, and unwind with fellow mortgage professionals. The episode underscores the value of ongoing learning, professional development, and being part of a supportive community. Blending motivation, real-world guidance, and a sense of camaraderie, this episode offers a comprehensive and encouraging roadmap for mortgage loan originators seeking to overcome challenges, reignite their enthusiasm, and achieve new levels of growth and fulfillment in their careers. Whether you're a seasoned veteran or just starting out, you'll find inspiration and practical tools to help you thrive in the ever-evolving mortgage industry. Super Bowl Recap & Halftime Show (00:00:15) Sponsor Segment: Lower Mortgage (00:05:45) Dustin's Mortgage Bootcamp Background (00:08:00) Step 1: Habit Formation & Time Tracking (00:10:55) Step 2: Mastering the Basics & Dominating the Ones (00:16:46) Step 3: Scripting & Role Playing (00:22:25) Step 4: Discovering Your Signature Story (00:23:14) Sponsor Segment: First Home IQ Advocacy Event (00:25:10) Step 5: Online Networking & Social Media (00:31:55) Step 6: Class Choice & Community Building (00:33:28) Step 7: Leveraging Products to Open Doors (00:35:34) Step 8: Leveraging Events for Branding (00:39:12) Sponsor Segment: T Labs Originator Coaching (00:41:51) Step 9: Mastering Lead Conversion (00:43:03) Step 10: Blueprint for Success & Routine Building (00:45:26) Step 11: Business Planning (00:47:04) Step 12: Graduation & Referral Partner Pyramid (00:47:58) Top Cruise Event Details (00:50:02) Episode Wrap-Up & Farewell (00:52:13) TLOP's Originator Coaching: https://tloponline.com/mlo-coaching-programs/ Loan officer looking for a new place to call home?

Send a textIn this insightful episode of Living the Dream with Curveball, we welcome Saul Cohen, a seasoned accounting and acquisitions advisor dedicated to empowering business owners to transition from operators to investors. Saul shares his passion for entrepreneurship and the pivotal role it plays in fostering community and societal change. He elaborates on his journey from working at PwC to specializing in acquisitions advising, highlighting the importance of understanding business valuations and tax strategies for successful exits. Listeners will gain valuable insights into the mindset shift required for effective leadership, the common mistakes entrepreneurs make when planning their exit, and the significance of early tax planning. Join us as Saul offers practical advice on identifying growth opportunities and achieving true financial freedom, along with a success story that underscores the transformative power of strategic acquisitions. This episode is a must-listen for any entrepreneur looking to enhance their business acumen and navigate the complexities of growth and exit strategies.Want to be a guest on Living the Dream with Curveball? Send Curtis Jackson a message on PodMatch, here: https://www.podmatch.com/hostdetailpreview/1628631536976x919760049303001600Support the showmosaic: Exploring Jewish Issuesmosaic is Jewish Federation of Palm Beach County's news magazine show, exploring Jewish...Listen on: Apple Podcasts SpotifySupport the show

FVA% is back, but it never really went away. In this episode I sit down with Jon Nichols, Associate Director of Business Planning, to unpack one of my favorite metrics in demand planning (next to MAPE): Forecast Value Added. This is the third time I've tackled FVA on this podcast, and new insights emerge every time. This conversation does not disappoint!! If you wonder whether you are adding value or just noise to your planning process and still aren't using FVA then this episode is an absolute must.Support the showTo sign up for regular updates and the latest research, events, articles, podcasts and more from the Institute of Business Forecasting & Training, visit www.ibf.org

If the CEO job description was boiled down to one question, it would be this: what do we work on next?   Most women entrepreneurs don't struggle because they aren't working hard enough. They struggle because they're working on the wrong thing. Here's the truth: businesses don't rise to the level of their potential. They shrink to the level of their constraints. Growth isn't about adding more marketing, more offers, or more complexity. It's about identifying the single bottleneck restricting flow and releasing it.   Listen in this week as Eleanor walks you through the exact quarterly planning process she uses inside her own business and with her private clients to drive serious growth. If you want a simple, focused way to decide what to work on next and unlock revenue without working harder, this episode will show you exactly how.   Get full show notes and more information here: https://safimedia.co/WO89   Connect with Eleanor on LinkedIn or Instagram: https://www.linkedin.com/in/eleanorbeaton/ https://www.instagram.com/eleanorbeaton/?hl=en

In this popular episode of How to Run a Successful Business and Still Have a Life, Stacey dives into one of her favourite topics: creating a powerful vision for your business. Building on last week’s episode about discovering your why, this conversation explores how a clear vision can guide your company, inspire your team, and create meaningful impact in your community. Stacey walks through the essential questions every business owner should ask when crafting a vision statement — including what inspired the business, who it serves, what makes it special, and the long-term difference it aims to make. She also breaks down her simple five-step structure for writing a strong and effective vision:Who is doing it? What are they doing? Who are they doing it for? How are they doing it? And what is the ultimate impact? Using her own business, Port Macquarie Performing Arts, as an example, Stacey demonstrates how a vision goes far beyond what you do — it communicates the transformation you create and how you want your customers to feel long after they’ve worked with you. Listeners are encouraged to reflect, write, and refine their own business vision using Stacey’s downloadable worksheet. This episode is a must-listen for anyone wanting clarity, purpose, and direction in their business.See omnystudio.com/listener for privacy information.

Eleven successful founders reveal their exact playbooks for 2026. Discover AI commerce strategies, slow content that converts, gamified loyalty tips, and community-first growth tactics. Subscribe and watch Shopify Masters on YouTube!Sign up for your FREE Shopify Trial here.

You walk out of a conference (or finish a webinar) with pages of notes and a head full of ideas… and for about 48 hours, you're fired up. Then Monday hits.A deal blows up. A Realtor needs something “right now.” Underwriting asks for one more thing. Your phone never stops buzzing. And the strategy you promised yourself you'd finally implement (your CRM, referral follow-up, content, process) gets pushed to the side again.In this episode of The 360 Experience Podcast, Loan Atlas founder Tim Braheem steps into the guest seat for a direct, unscripted conversation about the real reason most mortgage professionals stay stuck: planning without execution, and execution without a plan. With more than 30 years in the mortgage industry, experience as a top-producing originator, and over 15 years coaching elite producers, Tim knows exactly how the best originators actually create momentum…and what keeps most from reaching the next level.Top Takeaways for Loan Officers:1️⃣ How to design a simple business plan that actually gets implemented (why 1–3 goals beats 12 every time)2️⃣ How to stop abandoning personal and professional goals halfway through by mapping clear, realistic action steps before you commit3️⃣ How to carve out sacred “on-the-business” time that compounds into higher income, better systems, and less burnoutThis is the framework Tim has taught to high-performing loan officers who've built scalable businesses and lives they enjoy. If you've been working hard but feeling scattered, reactive, or frustrated by unfinished initiatives, this episode will help you slow down, get clear, and start executing with confidence again.ABOUT TIM BRAHEEMWith more than 25 years of experience as a highly successful mortgage professional, industry leader, educator, and life coach, Tim Braheem is committed to engaging with people on a deep level and helping them uncover the barriers they have placed in the way of having the level of success they deserve in both their business and personal lives.FOLLOW Instagram ► https://www.instagram.com/tbraheem/LinkedIn ► https://www.linkedin.com/in/timbraheemTHE LOAN ATLASJOIN ► https://go.theloanatlas.com/membership FOLLOWInstagram ► https://www.instagram.com/theloanatlas/YOUTUBE ► https://www.youtube.com/@LoanAtlas----------

Daniel has worked in the insurance and financial services business since 1995. He is the founder of Perpetual Wealth Management, LLC, and the Perpetual Wealth System for Premium financing transactions. Daniel's business has been focused on Premium Financing for the last 15 years. Daniel is a National Vendor for Premium Finance Strategies, representing multiple life insurance carriers and finance lenders. Perpetual Wealth Management has funded over $2 Billion of Death Benefit and has over $750 million of funded and/or committed capital loans outstanding, with multiple finance lenders. Daniel works around the country with IMO's, agents, and HNW clients to implement these concepts. His main focuses entail Estate & Charitable Planning, Business Planning, and Supplemental Income Planning. He has spoken at many industry events on the topic of Premium Financing. Daniel works and lives in Chicago with his wife, Anna Marie, and has three children, Isabelle, Alexandra, and Andrew.If you are interested in learning more about Premium Financing and how these concepts can be implemented in your practice or financial plan, please book a no-obligation 30-minute conversation with me.Learn more: http://www.perpetualwm.com/Influential Entrepreneurs with Mike Saundershttps://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/Source: https://businessinnovatorsradio.com/interview-with-daniel-wachs-with-perpetual-wealth-management-leveraging-premium-finance

Daniel has worked in the insurance and financial services business since 1995. He is the founder of Perpetual Wealth Management, LLC, and the Perpetual Wealth System for Premium financing transactions. Daniel's business has been focused on Premium Financing for the last 15 years. Daniel is a National Vendor for Premium Finance Strategies, representing multiple life insurance carriers and finance lenders. Perpetual Wealth Management has funded over $2 Billion of Death Benefit and has over $750 million of funded and/or committed capital loans outstanding, with multiple finance lenders. Daniel works around the country with IMO's, agents, and HNW clients to implement these concepts. His main focuses entail Estate & Charitable Planning, Business Planning, and Supplemental Income Planning. He has spoken at many industry events on the topic of Premium Financing. Daniel works and lives in Chicago with his wife, Anna Marie, and has three children, Isabelle, Alexandra, and Andrew.If you are interested in learning more about Premium Financing and how these concepts can be implemented in your practice or financial plan, please book a no-obligation 30-minute conversation with me.Learn more: http://www.perpetualwm.com/Influential Entrepreneurs with Mike Saundershttps://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/Source: https://businessinnovatorsradio.com/interview-with-daniel-wachs-with-perpetual-wealth-management-leveraging-premium-finance

In this engaging conversation, Dave Lavinsky shares his entrepreneurial journey, starting from his childhood snow shoveling business to founding multiple companies, including an AI-driven business plan software. He discusses the challenges faced during economic downturns, the importance of strategic planning, and the lessons learned from his experiences. The conversation also touches on the significance of entrepreneurship in creating jobs and contributing to society, as well as the process of writing his book, 'Start at the End.'As you listen:00:00 The Entrepreneurial Journey Begins06:06 Navigating Challenges and Economic Downturns09:30 Expanding Horizons: New Ventures and AI Integration13:21 The Power of Entrepreneurship and Writing a Book16:42 Lessons from Thomas Edison and Final ThoughtsTakeaways-Figure out where you want to be in five years.-Starting young can ignite an entrepreneurial spirit.-Economic downturns teach valuable lessons in business.-Limiting office space can reduce operational costs.-AI can revolutionize business planning processes.-Understanding market demand is crucial for new ventures.-Writing a book can be a rewarding experience.-Entrepreneurship creates jobs and contributes to society.-Learning from historical figures can inspire current entrepreneurs.-Persistence is key in the entrepreneurial journey."It's who's going to be the last man standing." - Dave

There is no better way to kick things off in 2026 than to get some inspiration from nature – specifically from Bethany's Nigerian Dwarf goats! In this episode, Bethany shares the lessons she has learned over the last couple of weeks as she has helped 7 of her goats get through birthing a total of 15 kids. Nature is a powerful teacher, so there are core lessons that we can ponder upon and ultimately incorporate into life and practice ownership. 

Welcome to one of my favorite episodes of the year! In this planning workshop-style episode, I walk you through the exact system I'm using to create my best year yet. We're not talking about vague resolutions or goals that fizzle out—we're creating a clear, doable plan for 2026 that's built to last.This step-by-step framework will help you dream big, pick your North Star goal, break it into quarterly focuses, and set up the systems that keep you accountable and energized all year long. Whether you're planning a big launch, growing your revenue, or carving out more balance in your life, this process will help you get there—with ease and intention.NEXT EPISODE→ The Ultimate Year in Review: Your Step-by-Step GuideSHOW NOTES→ Learn more about Xero (and get 90% off the next 6 months at the time of this episode's release!)→ Join Making Good HappenWHEN YOU'RE READY

Here's the SECRET process to build quick momentum for your holistic nutrition or health coaching business in 2026 before you jump straight into planning mode. Do not start planning for next year until you listen to this episode.In this episode you get: • The missing piece most entrepreneurs skip when planning their next year • How to create a "Results List" that builds confidence for you and your clients • Why celebrating client wins systematically sets you up for sustainable business growthNEXT STEP:

We are sticking with the planning topic today- as it is yearly planning time for most business owners. If you are the ‘head down-only dealing with today’ type of owner, just take a breath, because this is not about creating another to-do list. It's not about downloading a random template online. And it's definitely not... Source

Business Planning for 2026: The 3 P's Every Solopreneur Needs for Predictable Sales If you're a solopreneur, you already know the problem. Sales can feel inconsistent. One good month, one slow month, then back to ... Read More The post Ep.54: The 3 P's Every Solopreneur Needs for Predictable Sales appeared first on The Solopreneur Movement.

Pool Pros text questions hereIn this episode of Talking Pools, hosts Lee and Shane reflect on the past year in the swimming pool industry, discussing significant changes in leadership, the recognition of the trade, and the importance of planning for the future. They emphasize the need for work-life balance and personal growth as they look forward to 2026 and the upcoming Splash trade show.takeawaysThe swimming pool industry has seen significant leadership changes recently.Recognition as a trade is a major milestone for the industry.Planning for the future is essential for personal and business growth.Work-life balance is crucial for long-term success in the industry.The upcoming Splash trade show in 2026 is highly anticipated.It's important to appreciate achievements from the past year.Setting goals for the new year can help maintain focus and direction.The industry needs more formal training and apprenticeships.Taking time for personal enjoyment is vital for overall well-being.Engaging with the community can lead to new opportunities and connections.link : https://courses.thepoolshopcoach.com.au/storeSound Bites"It's sink or swim for our industry.""We are a trade that can electrocute you.""Take care of your golf balls first."Chapters00:00Welcome and Reflections on the Year01:44Industry Changes and Leadership Transitions05:38Recognition of the Swimming Pool Trade10:50Personal Growth and Business Planning for 202624:17Work-Life Balance and Future Aspirations Support the showThank you so much for listening! You can find us on social media: Facebook Instagram Tik Tok Email us: talkingpools@gmail.com

Watch the Youtube video here: https://www.youtube.com/watch?v=XOPuKSRFpLQ   If you're ready to boost your production and finally scale your real estate business with confidence, this breakdown of the LMCM system will show you exactly how top agents do it. In this video, we explain What Is LMCM and How It Explodes Your Real Estate Production by walking through the core foundations of the List More Close More System and why it's helping agents grow faster in today's market. The LMCM System Explained also shows how accountability, mentorship, and modern tools give you the support needed to scale your real estate business with clarity and confidence. Whether you're a new agent or a seasoned producer plateauing in your goals, this video reveals how LMCM helps you convert more leads, strengthen your brand, and stay front-and-center with your ideal clients. Drop your questions in the comments and check the link below for details on how to join the List More Close More System.

Most business plans fail before the first meeting because they use last year's results to decide what is possible next.   Sarah sits down with Debbie King, business strategist, executive coach, and author of Loving Your Business, about future self business planning as a more effective approach to strategic planning for entrepreneurs who want to learn how to stop letting past results limit your future business growth. Debbie questions the habit of treating prior performance as a ceiling and invites a different starting point for planning that begins with identity, belief, and vision. If your current results reflect who you have been, what changes when you plan from who you are becoming?   The discussion turns to the quiet beliefs leaders carry about themselves, their teams, their market, and their offer, and how those beliefs shape decisions long before strategy enters the room. Which assumptions feel true simply because they are familiar? What might open up if you challenged them before pulling your team into the process? Debbie introduces the “How can we?” framework as a way to create forward motion without waiting for certainty, and the episode offers a grounded reset for entrepreneurs who want their 2026 planning to feel clear, focused, and genuinely expansive.   Episode Breakdown: 00:00 Future Self Business Planning for 2026 03:02 Why Past Results Limit Future Business Growth 09:01 How Beliefs Shape Business Results 17:57 Strategic Planning Begins With Inner Work 26:58 The “How Can We” Framework for Expansion 44:09 Decide, Act, Evaluate, Iterate Connect with Debbie King: Visit the Loving Your Business website Connect with Debbie on LinkedIn   Connect with Sarah Lockwood: Visit HiveCast Connect with Sarah on LinkedIn   Connect with The Conscious Entrepreneur: Visit The Conscious Entrepreneur website  Follow The Conscious Entrepreneur on LinkedIn Follow The Conscious Entrepreneur on Instagram  Subscribe to The Conscious Entrepreneur on YouTube   HiveCast.fm is a proud sponsor of The Conscious Entrepreneur Podcast. Podcast production and show notes provided by HiveCast.fm

If you sprint through your creative business all year, it's easy to end the year without a single moment to catch your breath. It's even easier to roll into January 1 with another checklist and no real clarity on what actually worked. Before 2026 begins, you're invited to hit the reset button with one powerful tool I use every single year: the CEO Report. Whether you print it, use it in Canva, or save it to your iPad for digital notes, this report walks you through a complete business and content audit. It's part analytics, part reflection, part vision-casting, plus it will change the way you show up in your business next year. Let's break it down. Get the most from this episode with The CEO Report >> Find It Quickly 00:14 - Importance of the CEO Report 02:14 - Data Analysis and Platform Performance 03:20 - Income Analysis and Strategy Evaluation 05:20 - Reflecting on Goals and Content Review 09:04 - Exploring Opportunities for Growth 12:55 - Incorporating Life Goals into Business Planning 16:11 - Vision Casting and Progress Assessment 19:21 - Writing a Letter to Your Future Self Mentioned in this Episode The CEO Report Boldfluence  

 In this episode, we explore a common question among veterans: Can you own a business while receiving VA disability benefits? We break down how service-connected disability compensation interacts with entrepreneurship, what programs and resources exist to support veteran business owners, and what considerations to keep in mind if you're thinking about starting or running your own company. From understanding the basics of VA benefit rules to exploring opportunities like the VR&E self-employment track and veteran-owned business certifications, this episode offers practical insight for veterans who want to build something of their own.

Send us a textBill Caskey breaks down the exact business planning framework from the recent ASP Insider workshop. If you haven't done your 2026 planning yet, this episode walks you through nine critical building blocks that will set you up for sustainable sales success.From defining your vision to finding the right accountability partner, Bill covers everything you need to create a plan that actually works—not just another resolution that fades by February.Bill dives deep into why most sales professionals either skip planning entirely or create plans that are just wish lists with no real structure. This framework gives you that structure—from establishing your vision and identifying targets to building repeatable systems and developing the mindset that drives real growth.Want the complete workshop replay with handouts and exercises? Check out advancedsellingpodcast.com/insider=================================Is it time to make a BOLD move in your business? If so, download our brand new book, "12 Bold Moves - Insider Secrets to Reinventing Yourself and Your Business." http://12boldmoves.comThe Insider program is open for enrollment. To check out our small learning group, go to http://advancedsellingpodcast.com/insiderIf you haven't already, join 14,000+ other sales professionals in our LinkedIn group at advancedsellingpodcast.com/linkedin

Playing it safe, waiting to feel ready, or hiding behind busy work won't create momentum. In this episode, Kendra breaks down what it really takes to grow a coaching business in 2026—and it starts with mindset. Growth requires bold, uncomfortable action: showing up visibly, starting the ads, initiating conversations, and stepping fully into leadership instead of staying on the sidelines.Kendra then walks through why planning and data-driven goals matter more than motivation. From setting “good, better, best” targets to understanding conversion rates and outreach volume, she explains how clarity replaces guesswork. Posting and hoping isn't a strategy—consistent client acquisition comes from proactive action, simple math, and systems that support follow-through.Finally, she covers the skills and tools coaches can't ignore anymore: precise, emotionally resonant messaging, ethical marketing, AI for efficiency, and paid ads for volume. When used correctly, these tools reduce burnout and accelerate growth. This episode is a direct call to stop hiding, take ownership, and build a business that actually moves forward.In this episode you'll learn:The core to succeeding in 2026 is adopting main character energy by taking bold, sometimes scary, actions in your businessPlanning and goal-setting are critical to sustained momentumSetting tangible, layered goals and understanding client acquisition conversion metrics for effective planningHow mastering precise, visceral messaging is vital to stand out in today's competitive coaching marketEmbracing marketing as a necessary, learnable skill is essential for online business successSave time and boost content quality in 2026 by integrating AI toolsInvesting even a small budget in paid ads is necessary to scale and gain volume beyond organic reach Leave the podcast a 5-star review: https://ratethispodcast.com/wealthy

When you take on the role of the business owner, you take on the responsibility of planning for your business- whether you like planning or not. Over the years, working with hundreds of women business owners, I noticed the same patterns pop up again and again. We all approach planning in our own way, and... Source

“Specialization isn't about narrowing your options. It's about amplifying your impact.” - Dr. Jessica DrummondIt's December, which means every practitioner, every coach, every clinician I know is mapping their goals for the year ahead. They want to grow their practices, specialize in perimenopause, earn more, create more time freedom, or finally heal their burnout. Those goals matter, but most people neglect the foundational question that makes any of them possible: Who are you actually serving? Not women in perimenopause, but the specific subset of women whose problems you are uniquely trained, equipped, and energized to solve.The reality is that perimenopause is a hot topic right now. It's on morning shows, in major publications, and at the center of countless books, supplements, and brands. That visibility is a win for women, but it also means practitioners can no longer stand out by simply saying they specialize in perimenopause. To build a thriving, sustainable practice, you need a clear, deeply aligned niche and a business model that supports the level of presence, bandwidth, and clinical excellence your clients deserve.Today, I'm sharing a four-part framework to help you choose a niche within perimenopause that you're uniquely positioned to own and the structure you need to move into the new year with confidence and sustainability. We'll explore how to align your clinical skill set with a business model that protects your energy, how to identify underserved sub-niches, why your pricing must reflect your depth of expertise, revenue model strategies, capacity planning, the importance of choosing a focus that energizes you rather than burns you out, and more. Enjoy the episode, and let's innovate and integrate together!---Learn more or watch the video version of this conversation at https://integrativewomenshealthinstitute.com/the-2026-business-planning-framework-how-to-pick-your-perimenopause-niche-build-a-revenue-model-that-actually-works/.Connect with me and access our entire platform at IntegrativeWomensHealthInstitute.com (https://integrativewomenshealthinstitute.com/). Find and follow us @integrativewomenshealth on YouTube (https://www.youtube.com/@integrativewomenshealth) and Instagram (https://www.instagram.com/integrativewomenshealth/).

Episode 197: Automate Your Lead Generation with our FREE online course: https://go.digitaltrailblazer.com/auto-leads-course-freeMost online business owners are trapped in a day-to-day revenue cycle, never building the assets needed for real growth. Without a clear destination and strategic roadmap, most online business owners never reach their long-term goals—they simply drift.In this episode, Dave Lavinsky teaches us how to reverse-engineer business success by envisioning your end goal, mapping out the trajectory to get there, and focusing on building assets (products, systems, team members) instead of just chasing daily profits. Even a simple one-page plan can dramatically increase your chances of hitting million-dollar milestones and beyond.About Dave Lavinsky: Dave is a serial entrepreneur and business planning expert who has helped over 1 million entrepreneurs create business plans to raise capital and grow their companies. He is the founder of PlanPros, an AI-powered business plan software company, and co-founder of Growthink, a consulting firm that has made the Inc. 5000 List of America's Fastest-Growing Private Companies five times.Dave is the author of the best-selling book “Start At The End: How Companies Can Grow Bigger and Faster By Reversing Their Business Plan”, published by Wiley. He has successfully started and exited multiple ventures and holds an MBA from UCLA's Anderson School of Management.Check out Dave's FREE Business Plan Examples here: https://planpros.ai/business-plan-examples/Connect with Dave:https://planpros.ai/ https://www.linkedin.com/in/davelavinsky/Want to SCALE your online business bigger and faster without the endless hustle of networking, referrals, and pumping out content that nobody sees?Grab our Ultimate Ad Script for Coaches, Agencies, and Course Creators.Learn the exact 5-step script we teach our clients that allows them to generate targeted, high-quality leads at ultra-low cost, so you can land paying customers and clients without breaking the bank on ad spend. Grab the Ultimate Ad Script right HERE - https://join.digitaltrailblazer.com/ultimate-ad-script✅ Connect With Us:Website - https://DigitalTrailblazer.comFacebook - https://www.facebook.com/digitaltrailblazerTikTok: https://www.tiktok.com/@digitaltrailblazerTwitter: https://twitter.com/DgtlTrailblazerInstagram: https://www.instagram.com/DigitalTrailblazer

In this episode of the Fearless Mindset Podcast, we dive into the nuances and challenges of the Executive Protection (EP) field. The discussion covers the importance of having a clear plan, the necessity of execution in business, and the distinction between W2 and 10-99 employment in EP. The guests share their personal experiences and the inherent instability in the industry due to client indecisiveness and financial hesitations. They emphasize the value of trust and persistence in building business relationships and highlight the benefits of running a boutique agency. The conversation also delves into generational differences in job satisfaction and the importance of process-oriented business strategies. Finally, they discuss the impact of networking events and the role of referrals in business growth.Key TakeawaysExecution is more important than ideas—success comes from acting, not just planning.Trust and relationships are foundational in business, but take time to build.The security/executive protection industry is challenging, with little stability and a need for constant hustle.Adaptability and having a clear plan are critical for business survival and growth.Most business growth comes from referrals and word of mouth, not just visibility.Notable Quotes"It all boils down to execution. The better you execute it or even just attempt to execute it, the easier it's gonna be.""Without the trust piece, you're just another company.""Business is hard. It's not for the faint of heart. Most of them fail in the first two years.""If I can save a veteran from committing suicide, it's worth it. And that's why I do what I do.""Trust doesn't come overnight."To hear more episodes of The Fearless Mindset podcast, you can go to https://the-fearless-mindset.simplecast.com/ or listen on major podcasting platforms such as Apple, Google Podcasts, Spotify, etc. You can also subscribe to the Fearless Mindset YouTube Channel to watch episodes on video. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Most leaders plan their business year in detail—and wing their personal life.In this solo episode of Spartan Leadership, Josh Kosnick shares his annual planning playbook: how to set a 10-year “lighthouse” vision, reverse-engineer it into a 3-year picture, and then execute through focused 90-day sprints. He walks through the same process for your family life so you can stop drifting and start living on purpose.You'll learn why most New Year's resolutions fail, how to choose the one goal you'd be furious not to hit in 2026, and how mission and core values actually become filters for decisions—not just words on a wall. Then Josh turns the lens to your marriage, your kids, and your home life so you're not just building a bigger business, but a stronger family.In this episode, Josh covers:- Why most people never do real annual planning- How to set a 10-year “lighthouse” vision for your business- Turning that into a 3-year picture and 1-year targets- The one goal you'd be mad at yourself for missing in 2026- Why your brain needs 90-day sprints, not vague yearly resolutions- How mission and core values filter decisions and protect culture- The danger of aspirational values (hello, Enron)- Using the same framework for your family and marriage- Creating family core values and raising kids with a clear standard-How to prevent “we just grew apart” from ever being your storyIf you're ready to stop reacting to your calendar and start leading it—for your company and your family—this episode is your sign to sit down, plan, and commit.00:00:04 - Introduction00:00:47 - Importance of Annual Planning00:02:20 - Business Planning: Long-Term Vision00:06:43 - Business Planning: One-Year Goals00:10:02 - Business Planning: Core Purpose and Values00:15:28 - Personal Life Planning00:16:52 - The Role of Communication in Planning00:18:04 - Creating a Vision for the Family00:18:34 - The Importance of Family Core Values00:20:24 - The Role of Individual Growth in Family Planning00:21:01 - Planning for Children's Activities and Experiences00:22:28 - The Importance of Prioritizing Family Over Business00:23:51 - Final Thoughts and ConclusionDon't forget to like, comment, and subscribe for more episodes featuring top business minds, elite performers, and leadership experts.Connect with Josh Kosnick: https://linktr.ee/joshkosnick#SpartanLeadership #Leadership #BusinessSuccess #Mindset #Entrepreneurship #Spartan Valor Foundation is dedicated to empowering veterans, military families, and survivors of child trafficking. Through strategic partnerships, we provide critical resources, advocacy, and hope for those who have sacrificed so much. Join us in making a difference—because no hero should stand alone.

Send us a textThis episode is all about business planning for your next season, and why these annual planning days have become one of the most expansive rituals I do.I'm walking you through the exact process I use to reset, zoom out, and shape the next three months of my business with genuine intention and clarity.If you've been craving space to think, create and design the business you want… it starts right here.What you'll walk away with:How to shift from day‑to‑day tasks into big‑picture strategyThe four pillars I use to map business + lifeA simple planning day structure you can use before year‑end to set your 2026 path********My Planning Day notes hereConnect with me on Instagram here.You'll love following my VIP clients I mentioned in this chat: Justine Corry and Sasha Graham.

Confidence rarely appears first; it's built by tiny actions that are easy to start and even easier to repeat. We sit down with tiny habits coach Julie to unpack a practical, science-backed approach for getting unstuck, turning ideas into a weekly plan, and tracking what actually moves a business forward. If motivation has let you down, this conversation shows you how behavior design, not willpower, creates momentum.Julie breaks down habit stacking with simple, real-life examples: filling a water bottle after letting the dogs out, reading one chapter when you sit at your desk. We dig into why environment design beats good intentions, how quick celebrations rewire the brain for consistency, and the small tweaks that keep actions sustainable on your busiest days. From there, we shift into strategy: translating goals into daily and weekly actions, building a 12-week cadence, and using a Friday review to recalibrate without losing steam.We also challenge the obsession with lagging metrics like downloads and revenue. Instead, you'll learn to focus on leading indicators—outreach sent, content shipped, follow-ups logged—that you can control and that predict future results. Julie shares a clear distinction between doing more and doing what matters, plus the mindset shift from taking numbers personally to treating them as useful, neutral data. We close with a look at her Passion To Profit framework, which helps validate demand, price with confidence, and turn skills into a profitable, resilient business.If you're ready to replace “go big or go home” with small, consistent moves that compound, press play now. If this helped, subscribe, share it with a friend who needs momentum, and leave a quick review so we can reach more builders like you.Read more HERESupport the show

Feeling overwhelmed by planning next year when your business still feels a bit messy beneath the surface? In this episode, Anna Lundberg shares why rushing headlong into goal-setting without strong business foundations is a recipe for frustration, and lays out a practical, simple approach to set yourself up for success in 2026. If you're craving more clarity, smarter strategy, and a business that actually suits your life, this episode is tailor-made for you. Key takeaways: Brilliant Planning Starts with the Right Foundations: Setting new goals and colour-coded calendars is pointless if your underlying business model is misaligned or not delivering what you need. First, get clear on what's working, what feels heavy, and what simply isn't serving you. The Stop, Start, Continue Method: Anna advocates for the "stop, start, continue" framework—identify what to stop doing (low-ROI activities or things that drain you), what you must continue (your proven efforts), and a mindful approach to what new things you start (beware shiny-object syndrome!). Prioritise Simplicity Over Overwhelm: Avoid the trap of planning a million changes. Anna's approach focuses on a light reset—refining your core priorities and picking only one or two key shifts for the first quarter, keeping things achievable and aligned. Check Your Business Model and Message: Review where your income comes from, what's profitable, and whether your delivery modes (coaching, mentoring, speaking, etc.) align with your capacity and energy. Sharpen your messaging so it stands out in a busy marketplace. Groundwork Business Recalibration: Anna introduces her 10-day "Groundwork" programme—an experiential reset to evaluate, recalibrate, and set an intentional path for the year ahead, focusing on clarity, confidence, and sustainable growth. Ready to reset before the year ends? Join Groundwork - a 10-day guided sprint to step back, get clear on what's working, and make intentional decisions for 2026. Short daily videos, focused prompts, and the option to join a WhatsApp group and live coaching call. We start Monday 17th November. onestepoutside.com/groundwork

Ready to stop feeling overwhelmed by your business plan?

On this 300th episode of Take Flight Weekly, I want to teach you one of the simplest, most effective habits for running your business like a professional: the weekly planning session. If you've ever wondered how elite-level entrepreneurs and advisors stay focused, consistent, and calm in the middle of chaos, it's not luck—it comes down to elite-level planning and staying in a rhythm of consistency. Their weeks are built by design. The weekly planning session is your reset button, your opportunity to move from week to week proactively. It sets up each week to ensure that what you're doing each day aligns with your quarterly goals, annual goals, and your 3 Year Vision. Done right, it's the single most important 60 to 90 minutes of your week. When you run a high-performance business, you can't wing it. No one is that good. A weekly planning session ensures you're grounded, focused, and prepared—moving seamlessly from week to week. Without it, you drift into reactive mode, chasing what's urgent instead of what's important. With it, you gain control of your calendar, energy, and your outcomes. Best Practices for a Weekly Planning Session: → Create a recurring calendar invite. Choose the same time every week. Allow 60–90 minutes. Protect this block like a client meeting. → Review all correspondence from the previous week. Ask yourself: Did I miss an opportunity? → Review your previous week's calendar. Identify what worked, what didn't, and what needs follow-up. → Review your upcoming week. What events or meetings need preparation? → Review your CRM. Identify your "Next 10"—the retention and conversion process. → Identify one project that aligns with your quarterly goal. → Review your 3 Year Vision. See it. Feel it. Experience it in advance. When you treat your weekly planning session as a non-negotiable, you'll find yourself more grounded, better prepared, with way fewer missed opportunities. You'll walk into Monday playing on offense without the anxiety of not being prepared. Calculate the monetary value of the missed opportunities with your clients just in the last year. What's that number? $1M, $5M, $15M in production? What did you leave on the table? Get out your calendar right now and schedule a recurring appointment with yourself for 60-90 minutes each week. ━━━━━━━━━━━━━━━━━━━━━━

Ever feel like the more you achieve, the emptier you feel? You're hitting goals, growing your business, and pushing hard—but the burnout is real. In this raw and real episode, I answer your powerful questions about how to avoid burnout, build a meaningful business, and create content that actually aligns with your energy and purpose. We unpack: The hidden costs of Type A success How to balance performance and capacity (without sacrificing your health) Why your business plan might be missing the one thing that matters How to launch a vlog, podcast, or blog without spinning out This is part of a series where I dive into YOUR questions, and this one's all about life, creation, and conscious business. Let's get into it. READY TO STOP RUNNING ON EMPTY? Grab the free "Burnout Breakthrough Audit" and get crystal clear on what's draining you, where you're out of alignment, and what to do about it, in less time than it takes to listen to this episode! WANT TO FEEL MORE CLARITY, CONFIDENCE AND PURPOSE? Get the "Having It A.L.L. Blueprint", my self-paced online program for designing and living your greatest life! https://hia.ck.page/products/blueprint GET IN TOUCH WITH MATTHEW matthew@matthewbivens.com Learn more about your ad choices. Visit megaphone.fm/adchoices