Podcasts about COO

In this episode, Jeff is joined by Jacob Laub, co-founder and COO of Commune, for a practical, wide-ranging conversation about the easy and actionable wellness habits they use in daily life. Rather than big theories or rigid routines, they move through an extended lightning round of life hacks with humor, honesty, and a strong bias toward what's realistic. Along the way, they share unconventional sleep strategies, simple nutrition rules, ways to integrate movement into busy days, and small mindset shifts that support mental health and connection. The focus isn't perfection or optimization, it's building flexible habits that fit your day to day life and actually stick.

On the lates NFL Players: Second Acts podcast, Super Bowl champion Bryant McKinnie joins Peanut Tillman and Roman Harper. McKinnie shares how he didn’t even start playing football until high school, his unlikely journey through junior college to the University of Miami, and why he believes the 2001 Hurricanes are the greatest college team of all time. He reflects on being a top 10 Heisman finalist, battling elite pass rushers like Dwight Freeney, and the elation of winning Super Bowl XLVII with the Ravens. Beyond football, Bryant opens up about his thriving second act — from serving as COO of a language translation company, to his three Grammy nominations, producing, and performing on America’s Got Talent. He also discusses his work in mental health advocacy, helping former players transition, and creating spaces for honest conversations through his Cocktails & Conversations events. From tennis lessons with Venus Williams to bringing the “B-Mac experience” wherever he goes, this episode is full of laughs, insight, and inspiration from one of the NFL’s most unique personalities. The NFL Players: Second Acts podcast is a production of the NFL in partnership with iHeart Media. See omnystudio.com/listener for privacy information.

Neha Kumar brings over 15 years of experience in startups and a proven track record as a changemaker and strategic leader.  Before co-founding Full Glass Wine, Neha served as COO and CFO of Create & Cultivate, where she successfully led the company through a private equity acquisition in 2021. Following the exit, she launched New Money Ventures, a fund to invest in early-stage startups, further solidifying her reputation as a forward-thinking leader in the entrepreneurial ecosystem. Neha is also a dedicated educator, having spent nearly a decade as a lecturer at UCLA, where she shares her expertise in finance and operations.  At Full Glass Wine, Neha plays a pivotal role in identifying acquisition opportunities that align with the Full Glass mission, while also spearheading a rigorous vetting process to ensure each acquisition delivers long-term growth potential within the multi-brand strategy.  In today's episode, Nada talks with Neha about her passion for all things finance. Neha details her journey of co-founding several companies and emphasizes how her various jobs–from UCLA Professor to CEO–are a form of self-care for her. She gives us an intimate look into the childhood that birthed her love of finance and why she believes all women should be well-versed in money matters. Her enthusiasm will have even the most financially adverse listener leaning in.  Be sure to check out Full Glass Wine's website, Create & Cultivate's website, and Neha's personal website. Follow on Instagram: @nehatkumar, @newmoneyventures, @fullglasswineco Please follow us at @thisislibertyroad on Instagram; we want to share and connect with you and hear your thoughts and comments. Please rate and review this podcast. It helps to know if these conversations inspire and equip you to consider your possibilities and lean into your future with intention.

On the lates NFL Players: Second Acts podcast, Super Bowl champion Bryant McKinnie joins Peanut Tillman and Roman Harper. McKinnie shares how he didn’t even start playing football until high school, his unlikely journey through junior college to the University of Miami, and why he believes the 2001 Hurricanes are the greatest college team of all time. He reflects on being a top 10 Heisman finalist, battling elite pass rushers like Dwight Freeney, and the elation of winning Super Bowl XLVII with the Ravens. Beyond football, Bryant opens up about his thriving second act — from serving as COO of a language translation company, to his three Grammy nominations, producing, and performing on America’s Got Talent. He also discusses his work in mental health advocacy, helping former players transition, and creating spaces for honest conversations through his Cocktails & Conversations events. From tennis lessons with Venus Williams to bringing the “B-Mac experience” wherever he goes, this episode is full of laughs, insight, and inspiration from one of the NFL’s most unique personalities. The NFL Players: Second Acts podcast is a production of the NFL in partnership with iHeart Media. See omnystudio.com/listener for privacy information.

On the lates NFL Players: Second Acts podcast, Super Bowl champion Bryant McKinnie joins Peanut Tillman and Roman Harper. McKinnie shares how he didn’t even start playing football until high school, his unlikely journey through junior college to the University of Miami, and why he believes the 2001 Hurricanes are the greatest college team of all time. He reflects on being a top 10 Heisman finalist, battling elite pass rushers like Dwight Freeney, and the elation of winning Super Bowl XLVII with the Ravens. Beyond football, Bryant opens up about his thriving second act — from serving as COO of a language translation company, to his three Grammy nominations, producing, and performing on America’s Got Talent. He also discusses his work in mental health advocacy, helping former players transition, and creating spaces for honest conversations through his Cocktails & Conversations events. From tennis lessons with Venus Williams to bringing the “B-Mac experience” wherever he goes, this episode is full of laughs, insight, and inspiration from one of the NFL’s most unique personalities. The NFL Players: Second Acts podcast is a production of the NFL in partnership with iHeart Media. See omnystudio.com/listener for privacy information.

Jörg Gerbig, COO von Just Eat Takeaway, spricht über die Herausforderungen der frühen Wettbewerbsphase. Er teilt, warum die Dreier-Konstellation der Gründer entscheidend war, wie sie trotz technischer Probleme durchhielten und warum eine klare Vision für große Teams wichtig ist. Was du lernst: Wie du ein Team in Krisenzeiten zusammenhältst Die Balance zwischen Chaos und Struktur Warum Gründerkonstellationen wichtig sind Den richtigen Mix aus Vision und Execution ALLES ZU UNICORN BAKERY: https://stan.store/fabiantausch   Mehr zu Jörg: LinkedIn: https://www.linkedin.com/in/joerg-gerbig-49b63342/  Join our Founder Tactics Newsletter: 2x die Woche bekommst du die Taktiken der besten Gründer der Welt direkt ins Postfach: https://www.tactics.unicornbakery.de/ 

The award winning, Compliance into the Weeds is the only weekly podcast which takes a deep dive into a compliance related topic, literally going into the weeds to more fully explore a subject. Looking for some hard-hitting insights on compliance? Look no further than Compliance into the Weeds! In this final episode of Compliance into the Weeds for 2025, Tom Fox and Matt Kelly discuss an enforcement action by the Justice Department involving MGI International, a plastics manufacturer caught in a tariff evasion scheme orchestrated by its COO.  The company avoided criminal prosecution by self-disclosing the misconduct, cooperating fully, and implementing compliance reforms, leading to a declination from the DOJ. We explore the case's details, the role of independent internal investigations, and the implications for compliance policies under different administrations. Listeners are encouraged to consider the case as a roadmap for achieving favorable enforcement outcomes.  Key Highlights  ·      Case Overview: MGI International's Tariff Evasion ·      Detailed Background of the Case ·      Legal and Compliance Insights ·      Analysis of DOJ's Actions and Policies    Resources Matt in Radical Compliance  Tom   Instagram Facebook YouTube Twitter LinkedIn   A multi-award winning podcast, Compliance into the Weeds was most recently honored as one of a Top 25 Regulatory Compliance Podcast and a Top 10 Business Law Podcast, and a Top 12 Risk Management Podcast. Compliance into the Weeds has been conferred a Davey, Communicator and w3 Award, all for podcast excellence.  Learn more about your ad choices. Visit megaphone.fm/adchoices

What if the only way to build a company and a life with true resilience was to let everything break? Are you burned out, questioning leadership, or stuck in a plateau while everyone expects you to “scale perfectly”?In this episode, host Sivana Brewer sits down with Matt Rhodes, COO of The Phoenix Method and co-founder of Polaris Capital Investments. Matt shares his raw story of rising from rock bottom, both in business and marriage, using a radical combination of systems, self-accountability, and explosive mindset shifts.Discover how Matt and his wife Jen rebuilt trust, transformed company culture, and mastered the uncomfortable art of letting go… all while weathering the chaos of COVID and scaling new ventures.Skip the endless analysis and unlock the real, actionable playbook for bouncing back stronger. Tune in now or risk staying stuck in mediocrity. This episode is an exclusive masterclass for COOs tired of perfection and ready for exceptional impact.Timestamped Highlights[00:00] – Why COOs must “let systems break” to escape perfection traps[01:16] – The harsh wake-up call that shattered business—and marriage[04:01] – How COVID exposed fragile culture—and forced total reinvention[07:07] – The critical hiring shift: moving from sales stars to customer-first teams[10:33] – Letting go, delegation, and the painful process that actually fueled growth[13:52] – Fresh eyes: Why bringing in outsiders is the hidden superpower in scaling[15:17] – The vital metrics Matt tracks weekly to prevent disaster before it hits[19:07] – How Matt and Jen divided CEO/COO roles to leverage their strengths[24:02] – Why top COOs never go it alone—the ROI (and resistance) of world-class coaching[32:12] – Breaking isolation: Why environment and peer groups are every COO's money-making secret[36:43] – The one mindset shift that transformed results, inside and outAbout the GuestMatt Rhodes is the COO of The Phoenix Method and co-founder of Polaris Capital Investments, with over 25 years of leadership experience across corporate America, fitness franchises, and strategic investing. Known for his real-world resilience and trailblazing company culture turnarounds, Matt is a go-to coach for leaders intent on transforming challenges into growth opportunities. His current roles reflect his commitment to systems-led scaling, paired with the uncommon honesty few executives dare to share.

A new chapter is beginning at Sidney Resources (OTCID: SDRC). In this interview, CEO Sean-Rae Zalewski and COO and Treasurer Dan Hally share key developments driving the company's momentum at Idaho's Warren Mining District.From expanding their land position at the Warren District Project to making progress in isolating iridium and discussing the company's strategic partnerships, this conversation shows how the team is positioning Sidney Resources for value creation heading into 2026. Watch the full video to learn more.Explore: https://sidneyresources.com/Watch the full YouTube interview here: https://youtu.be/xXojQI9oyiwAnd follow us to stay updated: https://www.youtube.com/@GlobalOneMedia

Today's guest is someone I first came across on the Irish People in VC list—and I'm really glad I reached out. Because it turns out Maureen Haverty has one of the most fascinating jobs you can imagine: helping build the future of space. As a Principal at Seraphim Space, the world's leading space-focused VC firm, she invests globally in technologies pushing the boundaries of what's possible —and shaping the future of space startup investment.Maureen began her career in nuclear engineering, earning a PhD from the University of Manchester before making the leap into startups. At Apollo Fusion, she survived a hard pivot into space, ultimately becoming COO and steering the company through a $150M acquisition by Astra. That experience—what she calls a startup “baptism by fire”—now informs how she backs early-stage founders as both investor and board director. Her insights have been featured in The Times, and she'll soon take the stage at Web Summit to speak on “Space as a Strategic Frontier.”Key Takeaways“Build just enough”: Space startups win by testing early and often, not waiting for perfection.Kill fewer dreams: Rigor matters—but so does nurturing half-formed ideas.Get to space ASAP: In-orbit validation creates trust and unlocks massive growth.From Gantt charts to fast loops: High-performing teams test weekly, not quarterly.Customer conversations still matter: Even in space, talking to users beats assumptions.Additional InsightsWhy VC funding in space is shifting toward earlier MVPs.The hidden costs of acquisition for startup culture and speed.How Starship may reshape what's possible—size, cost, and assembly in orbit.The role of government contracts in fostering a competitive space ecosystem.Episode Highlights00:00 – Episode RecapMaureen Haverty shares how balancing rigor with creativity helped her evolve from nuclear engineer to space startup COO to VC. The key? Learning when to test, when to build, and when to let wild ideas breathe.01:35 – Guest Introduction: Maureen HavertyBarry introduces Maureen Haverty, Principal at Seraphim Space and advocate for grounded rigor in an industry literally aiming for the stars.03:35 – Learning When Not to Kill IdeasMaureen reflects on being labeled a “dream killer” and how she transformed that mindset to foster innovation with constructive rigor.07:34 – Applying Rigor Without Stifling InnovationHow Apollo used just-enough testing, internal prototyping, and diverse team strengths to build better, faster.13:54 – Rethinking MVPs in Space StartupsWhy even space companies now push to generate early revenue and test hardware pre-launch.18:19 – Customers Want Something They Can SeeBuilding a physical, testable product—even a crude one—outperforms pitch decks every time.20:32 – The $70M Lesson of In-Space TestingHow one flight test flipped customer hesitation into a flood of contracts.26:12 – Surviving the Shift from Prototype to ProductionThe real scaling challenge: maintaining culture and customer trust while redesigning for scale.30:15 – The Hidden Power of Primes and PolicyWhy space remains deeply shaped by government buyers—and how that's changing with new VC-backed players.35:33 – Starship and the Future of SpaceMaureen shares what could shift when larger...

As you look ahead to 2026, what's rising to the top of your marketing priorities? In this special episode of Growth Talks with Krystina Rubino, we highlight our favorite CMO insights on building brands that customers trust and love.  It's packed with insights on subjects all CMOs should be thinking about today, such as brand versus performance marketing, incorporating AI into your marketing strategy, and how to build and enable your team.

In this episode of Roofing Road Trips®, Heidi J. Ellsworth sits down with Brian Cook, the newly promoted chief operating officer of Dataforma. With over 17 years at the company, Brian shares his journey from account manager to COO, reflecting on the growth, innovation and community that has shaped Dataforma's success. Heidi and Brian discuss how his sales experience influences his leadership approach while exploring the exciting changes on the horizon and his vision for the company's next chapter. Tune in to hear how Dataforma continues to evolve as a leading force in roofing and field service technology. Learn more at RoofersCoffeeShop.com! https://www.rooferscoffeeshop.com/   Are you a contractor looking for resources? Become an R-Club Member today! https://www.rooferscoffeeshop.com/rcs-club-sign-up   Sign up for the Week in Roofing! https://www.rooferscoffeeshop.com/sign-up     Follow Us!   https://www.facebook.com/rooferscoffeeshop/   https://www.linkedin.com/company/rooferscoffeeshop-com   https://x.com/RoofCoffeeShop   https://www.instagram.com/rooferscoffeeshop/   https://www.youtube.com/channel/UCAQTC5U3FL9M-_wcRiEEyvw   https://www.pinterest.com/rcscom/   https://www.tiktok.com/@rooferscoffeeshop   https://www.rooferscoffeeshop.com/rss     #dataformainc #RoofersCoffeeShop #MetalCoffeeShop #AskARoofer #CoatingsCoffeeShop #RoofingProfessionals #RoofingContractors #RoofingIndustry   

Andraya, our COO and Lead Therapist at The RightWay Foundation, joins us on the Pain to Power Podcast by popular demand. As the backbone of our mental health pillar, she breaks down how trauma-informed care, therapy, and community support are changing outcomes for foster youth in Los Angeles.

In today's episode, I'm joined by my amazing COO and bestie, Taylor, for the much loved “Ask Me Anything” series, where I answer your top Human Design questions and give you the no-fluff, straight-talking support you've come to expect.We cover everything from the fear of stepping into your own business, to how to expand without hustling, the energetics of social media criticism, rewiring old identity patterns, and navigating relationships through the lens of Human Design and Gene Keys. I also break down what happens during a Uranus Opposition and how your chart changes during major transits.It's real, practical, and packed with tools to help you trust yourself, move forward, and stop making yourself wrong for being who you are.I trust you will get what you need from this episode, and make sure you come let me know how it resonated with you on instagram @the_human_design_coachBig love,MxxOTHER RESOURCESWant more on Human Design? Explore the ways to get involved below:Get Your Free Human Design Chart: https://www.emmadunwoody.com/get-your-chartThe Feminine Success Framework: https://www.emmadunwoody.com/feminine-success-frameworkMaggie - Magnetic by Design AI: https://www.emmadunwoody.com/maggieThe HDx Collective: https://www.emmadunwoody.com/collectiveHuman Design Unhinged: https://www.humandesignunhinged.com/Secret Podcast: The Human Design Podcast (Unhinged): https://thehumandesignpodcast.supercast.com/Instagram @the_human_design_coachMusic: Spark Of Inspiration by Shane Ivers - https://www.silvermansound.comSupport the show

In this recap episode, we highlight the best moments from our 2025 interviews and reflect on the ideas that defined the year.Featuring:David Rubenstein (co-founder of Carlyle) - From White House to Wall Street: David RubensteinYamini Rangan (CEO of HubSpot) - HubSpot CEO on the Future of SaaS, AI, & Leading Through ChangeBen Chestnut (co-founder of Mailchimp) - Bootstrapped to 12B: Mailchimp's Ben Chestnut on Life After the ExitWinston Weinberg (co-founder and CEO of Harvey) - I Raised $300M To Bring AI To Laywers | Winston Weinberg & HarveyGarrett Lord (co-founder of Handshake) - The Expert Network Behind Handshake AI's Model Training w/ Garrett Lord & Mamoon HamidAidan Gomez (co-founder and CEO of Cohere) - Synthetic Data and the Future of AI | Cohere CEO Aidan GomezMichelle Zatlyn (co-founder of Cloudflare) - Building Cloudflare for the Next 50 Years | Co-founder Cloudflare Michelle ZatlynEvan Spiegel (co-founder and CEO of Snap) - How Snap Plans to Win the AR Race | Evan Spiegel on SpectaclesConnect with JoubinX: https://x.com/JoubinmirLinkedIn: https://www.linkedin.com/in/joubin-mirzadegan-66186854/Email: grit@kleinerperkins.comFollow on LinkedIn:https://www.linkedin.com/company/kpgritFollow on X:https://x.com/KPGrit​Learn more about Kleiner Perkins: https://www.kleinerperkins.com/

In this episode, Laren Tan, MD, MBA, Chair of the Department of Medicine at Loma Linda University School of Medicine and COO of the Loma Linda University Faculty Medical Group, joins the podcast to discuss aligning the culture of medicine with evolving care models. He explores the importance of integrating AI literacy into medical education and how these shifts are transforming the healthcare workforce for the future.

Rules are made and policies are established. But the “how” of implementing and meeting those regulations or policies will be very context specific. In this episode of the Great Security Debate, Dan, Erik, and Brian cover a number of key policies and requirements and some different ways to think about implementing them and how the specific situation, company, risk will affect the way you meet the rule. From driving a car to incident response and everything in between. We debate the need to look back at old rules and see if they all still make sense (a great programme called Kill Stupid Rules), and flexibility in control implementation to meet evolving business needs, to move quickly, and keeping the whole picture of the business, customer, and employees in mind.Thanks for Listening!Show Notes:Passing on the right in Michigan: https://legislature.mi.gov/Laws/MCL?objectName=MCL-257-637Overtake time in Triathlon: https://www.triathlete.com/training/race-tips/9-race-rules-didnt-know-breaking/Reflex Security (Agentic Tabletop Exercises and Training): https://reflexsecurity.ioKill Stupid Rules: https://www.wsb.com/blog/employee-retention-secret/GM Dress Code Change (2020): https://gmauthority.com/blog/2020/06/how-general-motors-ceo-mary-barra-changed-the-companys-dress-code-for-the-better/Silly State Rules: https://www.buzzfeed.com/rhiannacampbell/weird-old-american-laws-you-wont-believeSex in Full Self Driving Cars (Clean): https://www.cbc.ca/news/science/sex-distracted-driving-1.3562029Movie Recommendation - The Usual Suspects: https://geni.us/wVrLOCBJohn Bingham, COO, Speak by Design: https://www.speakbydesign.com/about-usMovie Recommendation - Gremlins: https://geni.us/qE6NACMovie Recommendation -Die Hard: https://geni.us/eMASsMovie Recommendation - Love Actually:

As part of our official DealFlow Discovery Conference Interview Series, produced by Mission Matters, along with our partner DealFlow Events, we're showcasing the innovative companies presenting at the DealFlow Discovery Conference and the executives behind them. ---- In this episode, Adam Torres interviews Ilan Danieli, CEO of Precipio, about the company's mission to reduce cancer misdiagnosis—especially in complex blood-related cancers. Ilan explains how Precipio partners with academic experts to expand access to subspecialty pathology, why accuracy matters more than speed, and how better diagnostics can directly change treatment decisions and patient outcomes. About Ilan Danieli Ilan Danieli has served as Precipio's CEO since founding the company in early 2011. With over 20 years managing small and medium-size companies, some of his previous experiences include COO of Osiris, a publicly-traded company based in New York City with operations in the US, Canada, Europe; Laurus Capital Management, a multi-billion dollar hedge fund; and in various other entrepreneurial ventures. Ilan holds an MBA from the Darden School at the University of Virginia, and a BA in Economics from Bar-Ilan University in Israel. Ilan has a private pilot license, plays the saxophone, and possesses infinite love for his horses. About Precipio Precipio's platform delivers superior diagnostic accuracy through academic expertise and cutting edge technology. They are a laboratory focused on delivering specialized diagnostic services to physicians and their patients to ensure they receive accurate results. Watch Full Episode on ⁠Youtube⁠. --- This interview is part of our effort to help investors discover compelling companies ahead of the event — and to help CEOs introduce their story to the 1500+ conference attendees. Learn more about the event and presenting companies: ⁠⁠https://dealflowdiscoveryconference.com/⁠ Follow Adam on Instagram at ⁠https://www.instagram.com/askadamtorres/⁠ for up to date information on book releases and tour schedule. Apply to be a guest on our podcast: ⁠https://missionmatters.lpages.co/podcastguest/⁠ Visit our website: ⁠https://missionmatters.com/⁠ More FREE content from Mission Matters here: ⁠https://linktr.ee/missionmattersmedia Learn more about your ad choices. Visit podcastchoices.com/adchoices

Matt MacInnis is the chief product officer and former longtime COO at Rippling, a unified workforce management platform valued at over $16 billion.We discuss:1. Why “extraordinary results demand extraordinary efforts”2. Why you should deliberately understaff projects, and how to know when you've gone too far3. Matt's transition from COO to CPO and what surprised him about leading product4. The “high alpha, low beta” framework for evaluating people, processes, and products5. When founders should quit their startups (hint: much earlier than VCs want you to)6. How to fight entropy in your organization through relentless energy and intensity—Brought to you by:Google Gemini—Your everyday AI assistant: https://ai.dev/Datadog—Now home to Eppo, the leading experimentation and feature flagging platform: https://www.datadoghq.com/lennyGoFundMe Giving Funds—Make year-end giving easy: http://gofundme.com/lenny—Transcript: https://www.lennysnewsletter.com/p/10-contrarian-leadership-truths—My biggest takeaways (for paid newsletter subscribers): https://www.lennysnewsletter.com/i/181916584/my-biggest-takeaways-from-this-conversation—Where to find Matt MacInnis:• X: https://x.com/stanine• LinkedIn: https://www.linkedin.com/in/macinnis• Email: macinnis@rippling.com—Where to find Lenny:• Newsletter: https://www.lennysnewsletter.com• X: https://twitter.com/lennysan• LinkedIn: https://www.linkedin.com/in/lennyrachitsky/—In this episode, we cover:(00:00) Introduction to Matt MacInnis and Rippling(04:38) The importance of extraordinary efforts(08:37) The challenges and rewards of relentless effort(10:11) Your job as a leader is to preserve intensity(12:39) You learn far more from success than failure(16:34) Transitioning to chief product officer(19:54) Fixing product management at Rippling(25:27) The “high alpha, low beta” framework(28:55) The PQL framework(35:16) Hiring frameworks and team dynamics(36:52) A helpful interview tactic(40:00) Leading as a COO vs. a CPO(42:34) The reality of product-market fit(46:38) The problem with venture capital(49:29) When founders should quit their startups(41:48) The immutable market(54:13) Lessons from Notion's success(57:43) Investment strategies and narrative violations(01:00:42) The power of compounding, power law, and entropy(01:07:02) Maintaining intensity and fighting entropy(01:11:33) The importance of feedback and escalations(01:14:31) Rippling's vision and success(01:17:48) AI's impact on SaaS and business software(01:23:42) AI corner(01:26:23) Final thoughts and lightning round—Referenced:• Rippling: https://www.rippling.com• Sunil Raman on LinkedIn: https://www.linkedin.com/in/sunilraman• Dan Gill on LinkedIn: https://www.linkedin.com/in/dangill• Carvana: https://www.carvana.com• Brian Chesky's new playbook: https://www.lennysnewsletter.com/p/brian-cheskys-contrarian-approach• Parker Conrad on LinkedIn: https://www.linkedin.com/in/parkerconrad• Inkling: https://www.inkling.com• Akshay Kothari on LinkedIn: https://www.linkedin.com/in/akothari• Notion: https://www.notion.com• Conway's law: https://en.wikipedia.org/wiki/Conway%27s_law• Seeking Alpha: https://seekingalpha.com• Dennis Rodman's website: https://dennisrodman.com• Dancing pickle emoji: https://slackmojis.com/emojis/456-dancing_pickle• Pickle Rick: https://en.wikipedia.org/wiki/Pickle_Rick• SPOTAK: The Six Traits I Look for When I'm Hiring: https://finance.yahoo.com/news/spotak-six-traits-look-m-181335267.html• Geoff Lewis on LinkedIn: https://www.linkedin.com/in/geofflewis1• Zenefits: https://en.wikipedia.org/wiki/TriNet_Zenefits• New banking records prove Deel paid thief who stole trade secrets from Rippling: https://www.rippling.com/blog/new-banking-records-prove-deel-paid-thief-who-stole-trade-secrets-from-rippling• Workday: https://www.workday.com• Matic robots: https://maticrobots.com• Wall-E: https://www.imdb.com/title/tt0910970• Conviction: https://www.conviction.com• Mike Vernal on X: https://x.com/mvernal• Sarah Guo on X: https://x.com/saranormous• No Priors: https://linktr.ee/nopriors• Gemini: https://gemini.google.com• ChatGPT: https://chatgpt.com• Claude: https://claude.ai• Bryan Schreier on LinkedIn: https://www.linkedin.com/in/bryanschreier• Heated Rivalry on HBO Max: https://www.hbomax.com/shows/heated-rivalry/50cd4e99-04ee-427b-a3b4-da721ed05d9c• Fellow coffee maker: https://fellowproducts.com/products/aiden-precision-coffee-maker—Recommended books:• Pale Blue Dot: A Vision of the Human Future in Space: https://www.amazon.com/Pale-Blue-Dot-Vision-Future/dp/0345376595• Conscious Business: How to Build Value Through Values: https://www.amazon.com/Conscious-Business-Build-through-Values/dp/1622032020• Thinking in Systems: https://www.amazon.com/Thinking-Systems-Donella-H-Meadows/dp/1603580557• The Effective Executive: The Definitive Guide to Getting the Right Things Done: https://www.amazon.com/Effective-Executive-Definitive-Harperbusiness-Essentials/dp/0060833459—Production and marketing by https://penname.co/. For inquiries about sponsoring the podcast, email podcast@lennyrachitsky.com.—Lenny may be an investor in the companies discussed. To hear more, visit www.lennysnewsletter.com

Kyle Sockwell has long branded himself as the “CEO of Fun,” but anyone who has worked with him behind the scenes knows that label only tells half the story. Sockwell, now the COO of the newly announced College Swimming League (CSL), has built a reputation in aquatic sports for something that's surprisingly rare in this industry: clarity. Behind the scenes, he's direct about what he knows and what he doesn't. Clear about what's possible and what isn't. And refreshingly uninterested in spin or “gotcha” communication. That matters when the topic is a massive structural shifts in college swimming. The CSL announcement dropped December 9th and immediately became one of the most discussed developments in our sport. The league named former International Swimming League (ISL) Toronto Titans GM Rob Kent as CEO, with Sockwell operating alongside him as COO. In this GMM podcast, we briefly cover Kyle's start and evolution in sports media, and then we dig into the details surrounding CSL

Ever feel like you're stuck fixing fires instead of building teams that actually thrive? Imagine stepping into a legacy brand, mobilizing hundreds of operators, and transforming your culture from confused to unbeatable, all while modernizing for the future.In this episode, Cameron Herold gets real with Jackie Secor, COO of Taco John's. She's a 25-year franchise and operations veteran who reveals how trust, creativity, and emotional intelligence drive relentless brand loyalty and profit. They dive deep into promoting insiders, learning from the front line, fighting standardization chaos, and using AI to cut real problems, not just hype.If you're tired of leadership fluff and want the actual proven moves great COOs use to build legendary teams, this episode is your advantage. Press play right now if you want to stop the pain of high turnover, poor culture, or outdated systems and get the inside story you'll never hear anywhere else.Timestamped Highlights[00:00] – Why problem-dropping is forbidden in Jackie's office[03:01] – The unexpected challenges facing any new COO in a legacy brand[04:06] – Why the right network beats experience every time[07:42] – Jaw-dropping fix: How she clawed back operational standardization[09:21] – The hidden dangers of outsourced audits (and how Jackie reversed them)[13:30] – How stretch assignments reveal real leaders, not just performers[15:04] – Emotional intelligence: The operator's secret weapon[17:42] – How Jackie coaches Gen Z talent when they want the corner office—now[20:03] – The shocking empathy learned on the franchisee side[25:41] – Standardizing the most controversial taco technique: meat on bottom or side?![29:13] – Multi-generation success—how Taco John's beats the odds other brands can't[32:03] – Are robots and AI the real next move, or total overkill?[36:03] – Why “get back to basics” wins versus flashy ideas every time[37:46] – The one job in the restaurant nobody envies (and why it matters for culture)[43:31] – Redefining quality and value, even as giants like Chipotle pivot fast[44:04] – Why every franchisor MUST run their own locations for credibility[45:56] – The advice Jackie wishes she got at 21 (and warns every young COO today)About the GuestJackie Secor is the Chief Operating Officer at Taco John's, a fast-growing, family-owned restaurant brand with a passionate multi-generation franchise base. With over 25 years' experience across both franchisee and franchisor sides, including at Auntie Anne's, she's renowned for building high-performance teams, driving operational turnarounds, and modernizing legacy operations through creativity and emotional intelligence.

What if the key to scaling your real estate career wasn't selling more—but letting go? In this episode of the Real Estate Excellence Podcast, Tracy Hayes sits down with Jonathan Lickstein, the award-winning COO of one of the nation's fastest-growing independent brokerages. From launching his career unexpectedly in Honduras to leading a 5,000-agent operation across six states, Jonathan reveals how he uses cutting-edge AI, strong culture, and deep mentorship to scale operations, without losing the human touch. Jonathan dives deep into how brokers can truly support agents in today's competitive market, why building relationships is more important than ever, and the powerful moment that made Jonathan realize he needed to let go in order to grow. Whether you're a solo agent, team leader, or managing broker, this episode offers a blueprint for sustainable growth, tech integration, and authentic leadership. Ready to level up your real estate career? Share this episode with a fellow agent, leave a review, and follow the Real Estate Excellence Podcast for more insider strategies from the industry's best.   Highlights: 00:00 – 07:04 From Georgia Tech to Honduras Career detour from engineering to real estate Building the largest property network on Roatan Selling million dollar homes at 19 The power of bilingual networking Returning to the US market with experience 07:05 – 14:01 Rebuilding in Florida with Relationships Restarting a business with zero clients Youth sports as a referral engine Using branded email for subtle marketing Getting 6 million in sales from one connection Leveraging everyday conversations 14:02 – 24:25 Winning with AI and Building Broker Efficiency How the brokerage won Inman's AI award Using AI to automate compliance and contracts Creating a GPT powered broker avatar Saving agents hours of manual entry Voice activated contract creation system 24:26 – 33:59 The Power of Letting Go to Scale The game changing moment on a baseball field Why delegation is critical for brokers Replacing yourself without losing culture Empowering your team to lead Avoiding burnout as a growing company 34:00 – 45:13 What Makes a Great Brokerage and How to Choose Red flags in bad broker leadership Why 100 percent commission isn't everything The importance of real support not just tools How brokers should evaluate their own value Questions every agent should ask before switching 45:14 – 59:50 Retention and Growth with Real Tech and Mentorship New agent mentoring that actually works Creating mastermind groups for real learning Using friends lists to maintain past clients Leveraging social media meaningfully The real reason agents stay or leave   Quotes: "This business is driven by relationships. AI should free you to build more of them—not replace them." – Jonathan Lickstein  "If I'm in line at a grocery store, by the time we leave, you'll know who I am, what I do, and how to get ahold of me." – Jonathan Lickstein "Support is the number one thing an agent should be looking for—not training, not branding, but support." – Jonathan Lickstein "There's no such thing as a past client—just someone you haven't reconnected with yet." – Jonathan Lickstein   To contact Jonathan Lickstein, learn more about her business, and make her a part of your network, make sure to follow her on her Website, Instagram, Facebook, YouTube, and TikTok.   Connect with Jonathan Lickstein! Website: http://www.jonathanlickstein.com Instagram: https://www.instagram.com/thebrokerlick Facebook: https://www.facebook.com/jonathan.lickstein LinkedIn: https://www.linkedin.com/in/jonathanlickstein/   Connect with me! Website: toprealtorjacksonville.com   Website: toprealtorstaugustine.com    SUBSCRIBE & LEAVE A 5-STAR REVIEW as we discuss real estate excellence with the best of the best.   #RealEstateExcellence ##JonathanLickstein #RealEstatePodcast #NicheMarketing #AIInRealEstate #RealEstateTips #ContentMarketing #LuxuryHomes #EquestrianLifestyle #PropertyInvesting #NewAgentAdvice #SocialMediaForRealtors #RealEstateStrategy #FloridaRealEstate #HorseProperties #LuxuryListingAgent

Ever wondered how to bridge the gap between vision and execution in your business? In this conversation with Rafael Pinho and Brandon Moon, co-founders of TD Pine Advisors, Cam and Otis explore the art of scaling founder-led businesses with clarity and sustainable momentum."Scaling is not just about growth; it's about clarity and structure," Brandon explains, drawing from his extensive experience in operational upgrades and team alignment. Rafael adds, "Understanding your numbers is key to unlocking enterprise value," highlighting the importance of financial clarity in strategic decision-making.What makes this episode particularly valuable is their combined approach to business growth. From discussing the nuances of cash flow modeling and valuation to sharing insights from "Coffee with My TD Pine Advisor," Rafael and Brandon offer practical strategies for business owners ready to scale, sell, or stabilize.Whether you're a founder seeking to enhance operational efficiency or a business leader looking for financial insights, this episode provides a roadmap for building businesses that rise with confidence and clarity.More About Rafael:Rafael Pinho is a seasoned finance executive and CFA charterholder who brings a sharp analytical lens and deep strategic insight to every business challenge. As co-founder and CFO of TD Pine Advisors, Rafael helps founder-led companies understand their numbers, unlock enterprise value, and prepare for scalable growth or a successful exit. With a background in corporate finance, investment analysis, and business valuation, Rafael excels at translating complex financials into clear, actionable strategies. He's built a reputation for asking the right questions, grounding decisions in data, and helping business owners see both the forest and the trees. At TD Pine, Rafael leads the financial clarity work, whether it's cash flow modeling, valuation, capital strategy, or long-term planning, so that founders can stop guessing and start building with confidence.More About Brandon:Brandon Moon is a strategic operator with a proven track record of helping founder-led businesses scale with clarity, structure, and sustainable momentum. As the co-founder and COO of TD Pine Advisors, he specializes in bridging vision and execution, guiding clients through operational upgrades, team alignment, and enterprise value growth. With a background spanning family-business scalability, leadership development, and organizational change, Brandon brings a grounded, results-first perspective to business growth. His approach is relationship-focused focused ensuring that every business is built to rise and every founder has the clarity they need to lead. Known for his coffee-fueled insights, Brandon is also the voice behind Coffee with My TD Pine Advisor, where he answers real questions from real business owners who are ready to scale, sell, or simply stabilize.#10xyourteam #FounderLedBusiness #BusinessScaling #VisionToExecution #OperationalExcellence #FinancialClarity #EnterpriseValue #LeadershipDevelopment #StrategicGrowth #CashFlowManagement #BusinessAdvisoryChapter Times and Titles:Introduction to TD Pine Advisors [00:00 - 10:00]Meet Rafael Pinho and Brandon MoonThe journey to founding TD Pine AdvisorsBridging vision and execution in businessScaling with Clarity and Structure [10:01 - 20:00]Operational upgrades and team alignmentThe importance of sustainable momentumInsights from family-business scalabilityFinancial Clarity and Enterprise Value [20:01 - 30:00]Understanding numbers for strategic growthCash flow modeling and valuation explainedPreparing for scalable growth or a successful exitCoffee-Fueled Business Insights [30:01 - 40:00]Highlights from "Coffee with My TD Pine Advisor"Real questions from real business ownersPractical strateg

In this episode, Darin Roark, President and COO of Wentworth-Douglass Hospital, shares how his team doubled down on quality to achieve major improvements in patient outcomes, length of stay, and safety. He also discusses leadership lessons, sustaining momentum, and key priorities for growth and care delivery in 2026.

Merry Christmas and welcome back to Stories from the River. We hope you are having a lovely day filled with love, joy, peace, family, and support.  Today we wanted to bring you a special holiday episode. Manny Rodrigues, Broad River's President and COO, welcomes his in-laws, Jimmy Kallam and Suzi Kallam, for a heartfelt holiday conversation. Jimmy and Suzi are founders of Tandem Spirituality, a ministry which focuses on supporting pastors, Christian leaders, and anyone seeking connection and guidance. Jimmy shares the origins and purpose of his latest book, Struggling Well with Life, designed to support anyone in a time of crisis.  Jimmy and Suzi discuss how to show up for others and how seeing people during this Christmas season can impact others' day profoundly.  They share their favorite memories and traditions during Christmas as well as the promise that we have in Christ. We hope you all have a joyful and Merry Christmas holiday! Additional resources:  Struggling Well with Life: https://www.amazon.com/Struggling-Well-Life-Jimmy-Kallam/dp/B0F2CC6RSV   Tandem Spirituality: https://www.tandemspirituality.com/     This episode on YouTube: https://youtu.be/sgMg1_d9_70  Visit https://www.storiesfromtheriver.com for more episodes.   Broad River Retail brought this show to you. Visit https://BroadRiverRetail.com  Follow us on LinkedIn: https://www.linkedin.com/company/broad-river-retail   

Merry Christmas and welcome back to Stories from the River. We hope you are having a lovely day filled with love, joy, peace, family, and support.  Today we wanted to bring you a special holiday episode. Manny Rodrigues, Broad River's President and COO, welcomes his in-laws, Jimmy Kallam and Suzi Kallam, for a heartfelt holiday conversation. Jimmy and Suzi are founders of Tandem Spirituality, a ministry which focuses on supporting pastors, Christian leaders, and anyone seeking connection and guidance. Jimmy shares the origins and purpose of his latest book, Struggling Well with Life, designed to support anyone in a time of crisis.  Jimmy and Suzi discuss how to show up for others and how seeing people during this Christmas season can impact others' day profoundly.  They share their favorite memories and traditions during Christmas as well as the promise that we have in Christ. We hope you all have a joyful and Merry Christmas holiday! Additional resources:  Struggling Well with Life: https://www.amazon.com/Struggling-Well-Life-Jimmy-Kallam/dp/B0F2CC6RSV   Tandem Spirituality: https://www.tandemspirituality.com/     This episode on YouTube: https://youtu.be/sgMg1_d9_70  Visit https://www.storiesfromtheriver.com for more episodes.   Broad River Retail brought this show to you. Visit https://BroadRiverRetail.com  Follow us on LinkedIn: https://www.linkedin.com/company/broad-river-retail   

In this episode of The Business of Alignment, AJ records live—driving, thinking, and telling the truth that most leaders avoid.Organizations are moving faster than ever. AI, constant output pressure, endless meetings, board demands, and nonstop execution have created a dangerous gap: almost no one is actually thinking strategically anymore.Not the middle managers.Not individual contributors.And, surprisingly, not always the C-suite either.AJ breaks down why modern companies are operationally busy but strategically fragile—and why relying on the CEO, CFO, or COO alone to “own strategy” is no longer enough. When everyone is reacting, firefighting, and chasing velocity, alignment quietly collapses.His answer? A bold one:By 2026, every serious organization should have a dedicated Strategy Office—a cross-functional team embedded across product, sales, HR, marketing, and partnerships. Not to create decks. Not to chase buzzwords. But to think, unblock, pressure-test, bridge gaps, and ensure the business is actually moving in the right direction—not just moving fast.This episode is part reflection, part call to action, and part warning: Execution without strategy is just motion.If you're a leader feeling the speed, the fatigue, and the misalignment—this one's for you.

It's that time of year again, when Banka Claus and his Bankadelic Elves come round to share holiday presents and cheer ... and four special guests offer their best banking insights: the highs, lows and hopes for the year ahead. They also dish about the holiday gifts that didn't quite work as we present the second annual Preetha Pulusani Leather Purse for Vegans Award, named in honor of DeepTarget's CEO and her story of what not to give a dedicated animal uber-lover. Our guests: Alex Demyanets, Chief Economist, Delfi Wendy Wilson, Director of Product Management,  ARGO Matthew Wood, Sr. Director, Product Management, Tavant Samantha Ziesemer, COO, Digital Storefront

How Did H2O Innovation Build a Water Empire Through 18+ Acquisitions (M&A) and What Happens Now Under Private Equity?More #water insights? Get my free mapping of 267 water investors here: https://investors.dww.show

Ever wondered why so many remote teams fall apart while others scale to $100M and beyond… without burning out? This episode is a raw, practical look at exactly what it takes to build and lead a remote-first organization that actually works, not just in theory, but in the trenches.Cameron Herold sits down with Ryan Montgomery, COO of ClickFunnels, to expose the real playbook behind thriving distributed teams, rapid-fire decision making, relentless innovation, and building systems that keep a visionary CEO's wildest ideas on track. You'll hear the battle-tested culture moves, hiring decisions, and frameworks that eliminated chaos as ClickFunnels vaulted from scrappy startup to industry king.Don't let unpredictable growth, relentless tech changes, or a “too many ideas” CEO destroy your progress! Listen now for exclusive, battle-proven insights you won't get on any other COO podcast. Miss this conversation and risk getting left behind chasing hacks instead of building something legendary.Timestamped Highlights[00:00] – How a rejected idea turned into a $100M phenomenon[02:35] – The radical decision that forever changed ClickFunnels' growth[04:28] – Why most teams struggle with remote culture—and the proven fix[09:55] – The secret to keeping a visionary CEO happy without burning out your team[13:39] – What to throw away from your last company if you want to survive hypergrowth[18:44] – How ClickFunnels keeps employee turnover shockingly low[25:31] – The Go Meeting: an addiction for solving obstacles at lightning speed[32:06] – When and why “killing sacred cows” saved the company[41:03] – What Ryan wishes he'd known before leading thousands through explosive changeAbout the GuestRyan Montgomery is the Former Chief Operating Officer at ClickFunnels, where he's been instrumental in scaling the company from a small startup to a global, remote-first powerhouse serving nearly 100,000 customers. A seasoned software engineer and relentless problem solver, Ryan is celebrated for building high-performance teams, architecting resilient systems, and distilling visionary energy into repeatable growth engines.

If you're a visionary CEO who feels stuck in the day-to-day, overwhelmed by your team, or unsure how to scale, this episode will hit home.Aaron Velky sits down with Erica Seagrave, a seasoned Fractional COO and systems expert, to unpack the biggest mistakes founders make when trying to grow. From accountability to vision alignment to building real operational support, this conversation is packed with tactical insight.What You'll Learn:✔️ Why most visionaries accidentally become bottlenecks✔️ How to turn "fluffy" vision into a tactical roadmap✔️ The 6-step structure Erica uses with scaling CEOs✔️ How to build systems that don't kill creativity✔️ When to hire a COO, and what they really do✔️ How to develop leaders inside your teamAbout Erica SeagraveErica is the founder of Seagrave Consultants and a go-to fractional COO for growing businesses. She helps founders get out of the weeds, build better systems, and step fully into their CEO role.Learn more at: https://seagraveconsultants.com

Are you chasing AI because it sounds good, or because it actually solves a real problem in your freight brokerage? And are you protecting your data, your margins, and your relationships while you do it?  Let's hear the real cost of AI in transportation and why proprietary AI and workflow automation can be a smarter long-term play in this episode with Herbert Orellana of Avanza BPO & Nearshoring and Sterling Engelhard of Data Gurus Group.  We discuss AI adoption in freight brokerage, data security, private AI models, why optimizing your internal processes has to come before automation if you want real ROI, nearshore AI development, how logistics-focused teams can help control costs and protect data ownership, and why 90% of brokerage work can be automated—but the human touch is still the competitive edge that builds trust with shippers and carriers!   Herbert Orellana Co‑Founder and COO of Avanza began his career at GlobalTranz in Scottsdale, AZ, where he thrived in a fast‑paced, tech‑driven freight brokerage environment. At Avanza, Herbert has been pivotal in scaling operations in Honduras, replicating the high‑pressure, SLA‑driven culture of American 3PLs within a nearshore model. His focus is on strategy and client success, partnering with 3PLs and FreightTech companies to design and build high‑performing nearshore teams that drive growth and efficiency.   Sterling Engelhard Seasoned technology leader with 15+ years of experience building and scaling engineering, data, and product teams across North America and LATAM. He is an expert in nearshore software delivery models, helping companies accelerate roadmaps, reduce costs, and improve quality through high-performing LATAM talent. Sterling has successfully scaled multiple software startups, shaping technical strategy, optimizing delivery operations, and leading digital transformation for enterprise clients.   Connect with Herbert and Sterling Website: https://avanzabpo.com/ / https://datagurus.tech/  LinkedIn: https://www.linkedin.com/in/herbert-orellana-099a1abb/ / https://www.linkedin.com/in/sterlingengelhard/  

In this solo episode of Don't Waste the Chaos, Kerri Roberts, Christian business & HR consultant and founder of Salt & Light Advisors, opens up about a deeper tension many high-achieving Christians carry but rarely say out loud: when ambition, excellence, and drive cross the line from worship to idolatry. Drawing from her own story as a COO in the insurance industry, Kerri shares how private jets, big titles, and record-breaking performance still left her 50 pounds heavier, exhausted, bitter, and spiritually depleted.Kerri walks listeners through the difference between godly excellence and achievement-as-an-idol for anyone in leadership: employees, executives, entrepreneurs, and business owners. She unpacks the cultural pull toward workaholism and toxic productivity, where identity becomes fused to output and status, and pairs it with the biblical call to worship God alone, honor our limits, and receive Sabbath as a gift instead of a rule. Scriptures like Exodus 20:3 and Colossians 3:23 frame the conversation and help listeners recognize when work, money, or achievement has taken the functional place of God.Finally, Kerri offers six practical guardrails for faith-driven professionals who want to keep excellence but lose the bondage: redefining success beyond output, building real rhythms of rest, creating boundaries and delegation (including automations), seeking accountability and community, regularly checking motives and heart posture, and leading people instead of worshiping productivity. With honest stories about motherhood, job loss, identity, money guilt, and rebuilding her life and business with healthier rhythms, Kerri invites Christian leaders to pause, reflect, and choose one concrete step toward grace, balance, and true godly success.Key TakeawaysExcellence is biblical—but it's not your identity. Workaholism is a warning sign, not a virtue. Idolatry is often subtle and internal. Healthy excellence honors human limits. You can rewrite your relationship with work.  Sponsors & Ways to Work with Kerri1. HR in a BoxIf you're a small business owner or faith-driven entrepreneur who knows you need HR, culture, and people systems—but you're not ready to hire a full-time HR leader—HR in a Box is for you. Over 6 or 12 months, Kerri walks you through building a strong HR and people-operations foundation that supports sustainable, godly success instead of burnout.Learn more at www.saltandlightadvisors.com/hrinabox2. Weekly Leadership & Identity Email ListStay grounded each week with Kerri's email on leadership and faith-driven work. It's designed for Christians in business and leadership who want to grow in spiritual confidence and lead from a place of wholeness—not hustle.Join the list at www.saltandlightadvisors.com/contact3. Magic MindThis episode is brought to you by Magic Mind, my go-to support for focused, calm productivity—especially on those long consulting days, heavy leadership weeks, or marathon podcast batching sessions. If you've ever felt overstimulated from too much caffeine or struggled with focus because you're mentally overloaded, Magic Mind is an adaptogenic blend designed to steady your energy rather than spike it. It's been a meaningful tool in my own journey toward healthier, more sustainable excellence—not the burnout-driven version I talk about in today's episode.You can try Magic Mind and get a discount using my link: https://magicmind.superfiliate.com/KERRIROBERTSSupport the show

If you've ever wondered why some child care businesses keep strong teams, even in a tough hiring market, while others feel like they're constantly starting over, this episode is for you. Tune in as Sindye Alexander, COO of Child Care Genius, fills in for Brian and Carol and sits down with Robin Harris, owner of Exceptional Scholars Leadership Academy and a longtime Child Care Genius University member who has officially joined the Child Care Genius team as a coach.   Listen in as Robin shares her journey from public school education into opening her own center in 2018, and why she believes early childhood is the true foundation of everything that comes next for children. She gets real about what she wishes she knew sooner, including the value of having a mentor or coach to help bridge the gap between being an excellent educator and running a thriving business.   Join us for a practical, culture focused conversation about supporting and retaining teachers: training with clarity (down to the smallest SOPs), giving specific recognition that builds morale, and creating an environment where staff feel seen, safe, and empowered. Robin also shares hiring strategies that include being transparent in interviews, showing your school culture online to attract applicants, and building an onboarding process that truly sets people up for success.   You'll also hear a helpful discussion on balancing heart and business, including why understanding finances and the "numbers" matters if you want your mission to last. If you're ready to strengthen your team, improve retention, and lead with purpose and strategy, you'll walk away with clear takeaways you can implement right away.     Mentioned in this episode: GET TICKETS to the Child Care Genius LEGACY Conference:  https://childcaregenius.com/legacyconference/   Need help with your child care marketing? Reach out! At Child Care Genius Marketing we offer website development, hosting, and security, Google Ads creation and management, done for you social media content and ads management. If you'd rather do it yourself, we also have the Genius Box, which is a monthly subscription chock full of social media & blog content, as well as a new monthly lead magnet every month! Learn more at Child Care Genius Marketing. https://childcaregenius.com/marketing-solutions/  Schedule a no obligation call to learn more about how we can partner together to ignite your marketing efforts.   If you need help in your child care business, consider joining our coaching programs at Child Care Genius University. Learn More Here. https://childcaregenius.com/university Connect with us:  Child Care Genius Website Like us on Facebook Join our Owners Only Private Mastermind Group on Facebook    Join our Child Care Mindset Facebook Group Follow Us on Instagram Connect with us on LinkedIn Subscribe to our YouTube Channel Buy our Books Check out our Free Resources

Trust is the currency of leadership - especially during disruption.In this episode of A Modern Nonprofit Podcast, host Tosha Anderson sits down with Kim Bohr, President & COO of SparkEffect, to unpack how nonprofit leaders can navigate uncertainty without losing the trust, morale, and engagement of their people.Kim draws from SparkEffect's new research study, Trust in Turbulence: The 2025 State of Organizational Trust, revealing what employees say builds trust (and destroys it) during disruption. They discuss:✔️ Why disruption hits trust before anything else✔️ The “Trust Dividend” - and how trust can grow during change✔️ Why middle managers are the most powerful (and fragile) culture carriers✔️ How nonprofits can protect belonging and psychological safety✔️ How to measure trust like a strategic asset - not a soft skillWhether you're navigating shifting funding, leadership turnover, or organizational restructuring, this episode gives nonprofit CEOs and leaders the playbook for leading with clarity, consistency, and purpose.

Show Notes: 00:00 The Journey of Self-Reflection02:41 Understanding Failure and Fear05:25 Defining Success and Failure07:56 The Role of Trust in the Industry10:13 Navigating the Crypto Landscape13:03 The Evolution of Crypto Ventures15:33 Lessons from Early Experiences17:55 The Importance of User Value20:44 The Impact of Market Dynamics23:14 Reflections on Airdrops and User Engagement26:01 Navigating Challenges in the Crypto Space29:09 The Future of Crypto and Personal Growth38:34 The Call for Decentralization41:18 Building Jupnet: A New Era in Finance43:59 Innovations in Authentication and Sequencing48:49 The Multi-Chain Future: Embracing New Opportunities51:06 The Role of Empathy in Leadership59:54 Personal Growth and the Importance of Vision01:04:06 Studio and the Challenges of Launching Projects01:15:17 Focus on Building Strong Brands01:17:44 Navigating Support Frameworks and Expectations01:20:05 Leadership and Community Engagement01:23:00 The Importance of Sustainable Project Support01:26:18 Reflections on the JOO Token and Community Dynamics01:36:26 Rebuilding the Token Narrative and Community Trust If you like this episode, you're welcome to tip with Ethereum / Solana / Bitcoin:如果喜欢本作品，欢迎打赏ETH/SOL/BTC：ETH: 0x83Fe9765a57C9bA36700b983Af33FD3c9920Ef20SOL: AaCeeEX5xBH6QchuRaUj3CEHED8vv5bUizxUpMsr1KytBTC: 3ACPRhHVbh3cu8zqtqSPpzNnNULbZwaNqG Important Disclaimer: All opinions expressed by Mable Jiang, or other podcast guests, are solely their opinion. This podcast is for informational purposes only and should not be construed as investment advice. Mable Jiang may hold positions in some of the projects discussed on this show. 重要声明：Mable Jiang或嘉宾在播客中的观点仅代表他们的个人看法。此播客仅用于提供信息，不作为投资参考。Mable Jiang有时可能会在此节目中讨论的某项目中持有头寸。

Leadership, culture, and the future of restoration.

Leadership, culture, and the future of restoration.

What happens when AI becomes your most influential referrer?As consumers turn to ChatGPT for answers, James Cadwallader and his team at Profound help brands like Eight Sleep and MongoDB gain visibility and leverage inside AI models.On this episode of Grit, he explains why brand narrative has shifted away from content, and why Profound is scaling globally ahead of traditional SaaS timelines.Guest: James Cadwallader, co-founder and CEO of Profound and Ilya Fushman, partner at Kleiner PerkinsConnect with James CadwalladerX: https://x.com/thejamescad?lang=enLinkedIn: https://www.linkedin.com/in/jsca/​Connect with Ilya FushmanX: https://x.com/ilyafLinkedIn: https://www.linkedin.com/in/ilyafushman/Connect with JoubinX: https://x.com/JoubinmirLinkedIn: https://www.linkedin.com/in/joubin-mirzadegan-66186854/Email: grit@kleinerperkins.comFollow on LinkedIn:https://www.linkedin.com/company/kpgritFollow on X:https://x.com/KPGrit​Learn more about Kleiner Perkins: https://www.kleinerperkins.com/

What if the most game-changing shift in your life is a three-letter word you've been afraid to use?In this episode of Men Talking Mindfulness, hosts Will Schneider and Jon Macaskill sit down with Jim Alling—former President of Starbucks, COO of T-Mobile USA, and CEO of TOMS—to explore how the simple word yes, paired with gritty gratitude and servant leadership, can transform the way men lead, live, and relate.Jim shares how saying yes to the right things—family, values, service, and curiosity—helped him navigate massive responsibility: tens of thousands of employees, billions in revenue, and the pressure of leading globally recognized brands. He also gets honest about the real cost of hustle culture, what burnout feels like at the top, and why the most effective leaders are often the most human.In this conversation, you'll hear:• How one mentor at Starbucks taught Jim the “power of yes”• Why he chose family and his child's health over a secure corporate path• What gritty gratitude looks like when life is hard—not polished• The difference between performative leadership and servant leadership• Why men who “have it all together” often feel empty inside• How to say yes without becoming a doormat (values, boundaries, clarity)• How humility, humor, and service kept Jim grounded across Nestlé, Starbucks, T-Mobile, and TOMSIf you're a man caught between success and burnout—or you lead people and want to make a real difference without losing your soul—this episode is for you.You'll walk away with:✅ A new understanding of yes as a doorway to purpose✅ A servant-leadership blueprint that still delivers results✅ Tools to integrate gratitude into pressure and responsibility✅ Encouragement to lead as your whole self—not just your titleSponsorPeptides for Health by Mark L. Gordon, M.D. is a new two-volume series exploring the science and clinical application of therapeutic peptides.Release Dates• Medical Edition Vol. 1: December 22, 2025• Consumer Edition Vol. 1: January 20, 2026Discount Code: PFH25Offer Windows• Medical Edition: Dec 20, 2025 – Jan 31, 2026• Consumer Edition: Jan 20 – Feb 20, 2026Proceeds support the development of the Children of Veterans Program.Preview both editions:https://tbihelpnow.org/biohack-yourselfLinks & Resources

22 Dec 2025. Demand for short-term rentals in Dubai is surging ahead of New Year’s Eve, especially apartments with a Burj Khalifa fireworks view. We ask Vinayak Mahtani, CEO of bnbme Holiday Homes, what it’ll cost you this year. Plus, what the next single-use plastic ban means for businesses in 2026 with Francois De Bie, COO, Emirates Bioplastic. And why tax, AI and governance are now front and centre for Gulf companies with Jade Wong of Sovereign PPG.See omnystudio.com/listener for privacy information.

In this episode of the HR L&D Podcast, host Nick Day sits down with John Canapel, President and COO of Cypher Learning, to explore how AI is reshaping learning and development and what this means for the future of HR.The conversation covers why traditional LMS models are no longer fit for purpose, how AI native learning platforms are collapsing months of work into minutes, and why personalization, engagement, and learning in the flow of work are now critical. John shares how AI agents, microlearning, and conversational learning can help organizations close skill gaps faster while protecting IP and maintaining strong governance.You will hear practical insights on AI driven course creation, learning agents, gamification, and skills based career pathways, alongside real world examples showing improved engagement, faster onboarding, stronger compliance, and higher retention. The discussion also looks at how the role of the L&D professional is evolving from content creation to designing scalable learning systems and managing behavior change.Whether you are an HR leader, L&D professional, or business executive, this episode will help you understand how to move from slow, compliance driven training to high impact, human centered learning powered by AI. Expect clear guidance on where to start, how to assess AI readiness, and how to build a workforce that can upskill faster and perform at a higher level in a rapidly changing world.John's Kannapell LinkedIn: https://www.linkedin.com/in/kannapell/ Nick Day's LinkedIn: https://www.linkedin.com/in/nickday/ Find your ideal candidate with our job vacancy system: https://jgarecruitment.ck.page/919cf6b9eaSign up to the HR L&D Newsletter - https://jgarecruitment.ck.page/23e7b153e7

Today's show features: 

 - Lawrence Breaud, Dealer Principal at Autos of Forney/VinFast - Jiovan Melendez, Sr. Director, Product at Podium 

 - Liam Golightley, VP, Customer Success at Podium - Kate Downing, COO of Williams Auto Group This episode is brought to you by: Overfuel – Dealers: You're torching $30 of every $100 in marketing spend when your site flunks Google's basic performance test. Why keep using outdated website technology that's killing your profits? Overfuel is the new technical standard in automotive websites, proven to grow sales by 30%+. Whether you need more revenue or better support, they've got you covered. Go to https://overfuel.com/ and use code CDG500 in the comment box for $500 OFF. Podium – Podium is redefining how dealerships engage and convert customers by acting as a fully trained, fully coachable AI team member available 24/7. Dealers can customize Jerry to follow their exact playbooks, speak in their brand voice, and drive more appointments and revenue. Learn more at https://www.podium.com/car-dealership-guy CDG Circles – A modern peer group for auto dealers. Private dealer chats. Real insights — confidential, compliant, no travel required. Visit https://cdgcircles.com/ to learn more. Car Dealership Guy is back with our second annual NADA Party—happening in Las Vegas on Thursday, February 5th. It's the hottest ticket at NADA 2026. Spots are limited and unfortunately we can't invite everyone —so RSVP today at https://carguymedia.com/cdglive and we hope to see you in Vegas! -- Check out Car Dealership Guy's stuff: CDG News ➤ ⁠⁠⁠⁠⁠⁠https://news.dealershipguy.com/⁠⁠⁠⁠⁠⁠ CDG Jobs ➤ ⁠⁠⁠⁠⁠⁠https://jobs.dealershipguy.com/⁠⁠⁠⁠⁠⁠ CDG Recruiting ➤ ⁠⁠⁠⁠⁠⁠https://www.cdgrecruiting.com/⁠⁠⁠⁠⁠⁠ My Socials: X ➤ ⁠⁠⁠⁠⁠⁠https://www.twitter.com/GuyDealership⁠⁠⁠⁠⁠⁠ Instagram ➤⁠⁠⁠⁠⁠⁠ https://www.instagram.com/cardealershipguy/⁠⁠⁠⁠⁠⁠ TikTok ➤ ⁠⁠⁠⁠⁠⁠https://www.tiktok.com/@guydealership⁠⁠⁠⁠⁠⁠ LinkedIn ➤ ⁠⁠⁠⁠⁠⁠https://www.linkedin.com/company/cardealershipguy/⁠⁠⁠⁠⁠⁠ Threads ➤ ⁠⁠⁠⁠⁠⁠https://www.threads.net/@cardealershipguy⁠⁠⁠⁠⁠⁠ Facebook ➤ ⁠⁠⁠⁠⁠⁠https://www.facebook.com/profile.php?id=100077402857683⁠⁠⁠⁠⁠⁠ Everything else ➤ ⁠⁠⁠⁠⁠⁠dealershipguy.com

On this episode of WHAT THE TRUCK?!?, host Malcolm Harris breaks down the biggest stories shaping freight as we head toward the end of 2025. Malcolm covers major industry headlines including the pending Union Pacific–Norfolk Southern rail merger, long-term investment at the Port of New York and New Jersey, consolidation in auto transport logistics, and a high-profile cargo theft case that underscores ongoing risk across the supply chain. The show features an in-depth conversation with Valentina Jordan, CEO and co-founder of Nauta, and Rafa Santiago, COO and co-founder, as they unveil Nauta's AI-powered inventory optimization engine. They explain how SKU-level visibility, harmonized data, and agentic AI workflows are helping shippers reduce stockouts, improve fill rates, and create more predictable freight flows that benefit truckers, 3PLs, and brokers alike. The discussion explores real-world customer wins, faster time to value, and how better inventory planning leads to smoother routes, consistent loads, and stronger revenue across the network. Later in the episode, Malcolm is joined in studio by Virind Gujral, CEO and founder of EV Bots. Virind shares his journey from fleet operations to building autonomous robotic solutions for EV fleet charging. He explains how EV Bots is tackling one of the biggest barriers to electric fleet adoption by eliminating driver downtime, optimizing charging costs, and automating vehicle inspections and maintenance checks. The conversation dives into Chattanooga's growing innovation ecosystem, pilot deployments, and what the future holds for electric fleets and logistics automation. Watch on YouTube Visit our sponsor Subscribe to the WTT newsletter Apple Podcasts Spotify More FreightWaves Podcasts #WHATTHETRUCK #FreightNews #supplychain Learn more about your ad choices. Visit megaphone.fm/adchoices

In this episode, we explore a powerful and practical truth: everyone needs a counselor, a coach, and a consultant. Whether you're leading in ministry, business, or family life, no one thrives in isolation—and wisdom multiplies when we invite the right voices into our lives.Our guest is Pastor Jeremy Godwin, COO of Builders International, who brings a unique blend of pastoral insight, executive leadership, and global ministry experience. Jeremy helps unpack the distinct roles of counseling, coaching, and consulting—why each matters, how they differ, and when you might need one more than the others.Together, we discuss healthy leadership, emotional and spiritual care, decision-making, and how seeking help is not a weakness but a sign of maturity and stewardship. This conversation is especially relevant for leaders who carry heavy responsibility and want to lead well, finish strong, and live whole.If you've ever felt stuck, overwhelmed, or unsure of your next step, this episode will help you identify the support you need—and permit you to pursue it.GivingTuesday is an opportunity for people around the world to use their individual power of generosity to support their communities. This global day of generosity, celebrated on the Tuesday after Thanksgiving, unites people to support causes that matter most. It's a powerful reminder of the impact we can create when we come together to give back. https://emerge.org/givingtuesday/ Mental Health Therapists... Apply today at emerge.org/careers and join us in the battle to help people find freedom and rest... Emerge.org - "You Don't Have to Walk Alone" Support the showContact Us: Email the show: experience@emerge.org Emerge.org facebook.com/EmergeCounselingMinistries Thank you for listening, sharing, and praying for our podcast!Support the ExEm podcast by clicking here:https://www.buzzsprout.com/882700/support

Are you caught in the chaos of growth, struggling to build a team that actually wins together—not just on paper? In this unflinching episode, Sivana Brewer sits down with Christopher Wein, COO of Equiton Developments and a heavy-hitter in North American real estate, to crack open the mechanics of true team performance.Discover why chemistry, not just talent, is the heart of unstoppable teams, how to identify toxic “A-players” before they destroy your culture, and the essential systems that cut out waste and ramp up productivity. Plus, get an inside look at how a real estate powerhouse harnesses AI, brand, and leadership psychology to fuel constant growth.If you crave a more empowered team and want to sidestep the burnout and drama most operators face, you need to hear this conversation—right now. Wait, and you risk falling (further) behind leaders who are already applying these exclusive insights.Timestamped Highlights[00:00] – How chemistry—not talent—makes or breaks a winning team [05:00] – The “invisible” signals leaders use to spot misalignment early [11:25] – Wein's ruthless approach to first-90-day change… and why waiting kills progress [16:48] – The surprising danger of superstar hires (and how to prevent toxicity) [26:38] – Crafting vision: where execs must dictate and where teams must own it [33:02] – What real productivity looks like—inside a COO's hyper-productive day [40:17] – The tool myth: how misused systems actually crush company growth [53:46] – Revolutionary leadership: From “making” to “causing” results without the dramaMentioned ResourcesQuickBooks Microsoft Teams Slack ChatGPTVivid Vision by Cameron Herold King Charles III Coronation Medal Calgary Top 40 under 40About the GuestChristopher Wein is the Chief Operating Officer of Equiton Developments, a private equity real estate firm with 18,000 investors and a national development portfolio. Known for over 25 years of operational leadership across Canada and the United States, Wein is an industry innovator in sustainable building and high-performing leadership teams. He's received top honors, including Calgary's Top 40 Under 40 and the King Charles III Coronation Medal for philanthropy. Connect with Christopher for proven wisdom on team scale, chemistry, and vision-driven operations.

Today, we have a special episode recorded in Southern California just after Veterans Day.We gathered the day before the unforgettable 4th Annual Torchbearer Ball, hosted by VETS (Veterans Exploring Treatment Solutions), which raised $960,000 for veterans and families with its continued mission to end veteran suicide and support psychedelic-assisted therapy.My four guests discuss this critical time, and we dial in on the progress and the specific need to expand this care and research. You'll hear from Marcus Capone, Retired Navy SEAL and co-founder of VETS; Amber Capone, co-founder of VETS, Home Base PAT clinician, and actor Eliza Dushku Palandjian; and COO of Home Base, Michael Allard.We also talk about the impact of PAT for veteran health, from suicide prevention to brain health, in the new documentary, In Waves and War, just released on Netflix, brought to the screen by award-winning directors Jon Schenk and Bonni Cohen. The Washington Post just released its Top 10 movies of 2025, listing this film at #7.  So, if you are tuning into this podcast, you will want to see this movie!Home Base is also excited and honored to become the newest member of the VALOR Coalition (Veterans Alliance for Leadership, Outreach, and Recovery), alongside VETS, the Navy SEAL Foundation, the Green Beret Foundation, and the Wounded Warrior Project. Home Base Nation is the official podcast for the Home Base Program for Veterans and Military Families. Our team sees veterans, service members, and their families addressing the invisible wounds of war at no cost. This is all made possible thanks to a grateful nation. To learn more about how to help, visit us at www.homebase.org. If you or anyone you know would like to connect to care, you can also reach us at 617-724-5202.Follow Home Base on Twitter, Facebook, Instagram, LinkedInThe Home Base Nation Team is Steve Monaco, Army Veteran Kelly Field, Justin Scheinert, Chuck Clough, with COO Michael Allard, Brigadier General Jack Hammond, and Peter Smyth.Producer and Host: Dr. Ron HirschbergAssistant Producer, Editor: Chuck CloughChairman, Home Base Media Lab: Peter SmythThe views expressed by guests on the Home Base Nation podcast are their own, and their appearance on the program does not imply an endorsement of them or any entity they represent. Views and opinions expressed by guests are those of the guests and do not necessarily reflect the views of the Massachusetts General Hospital, Home Base, the Red Sox Foundation, or any of its officials.

Barrett Brooks is an executive coach and former COO helping seven-figure creators grow their businesses and lead with integrity - blending strategy, psychology, and leadership to fuel sustainable success. In this episode, Barrett unpacks for the Fire Nation how mastering the inner game of leadership drives clarity, performance, and growth. Top 3 Value Bombs 1. Most entrepreneurs don't lack knowledge; they resist the emotional cost of action. Success depends on mastering your inner world, not collecting more tactics. 2. Burnout isn't about overwork; it's about underusing your agency. Taking back control of your choices restores energy and clarity. 3. Notice, pause, and choose differently. Awareness of your internal reactions is the foundation for sustainable leadership and growth. Subscribe to Barrett Brooks Newsletter for practical, 5-minute weekly insights on leadership and psychology in entrepreneurship - Barrett Brooks' Website Sponsors HighLevel - The ultimate all-in-one platform for entrepreneurs, marketers, coaches, and agencies. Learn more at HighLevelFire.com. Freedom Circle - A powerful community of entrepreneurs led by JLD. Are you ready to go from idea to income in 90-days? Visit Freedom-Circle.com to learn more. Intuit QuickBooks - Transform your cash flow and your business. Check out QuickBooks Money Tools today. Learn more at QuickBooks.com/money. Terms apply. Money movement services are provided by Intuit Payments Inc., licensed as a Money Transmitter by the New York State Department of Financial Services.

From chief marketing officer at the first internet bank to building the leading annuity platform for RIAs, David Lau shares proven strategies for raising capital, navigating public company challenges, and why converting commission-based revenue to fee-based can multiply your exit value by five times. In this episode of the DealQuest Podcast, host Corey Kupfer sits down with David Lau, founder and CEO of DPL Financial Partners, who has raised over $500 million across multiple ventures and built DPL into a platform serving more than 10,000 advisors at over 3,500 RIA firms. WHAT YOU'LL LEARN: In this episode, you'll discover why organic growth matters far more than market growth when acquirers evaluate your business, how converting commission-based annuity business to fee-based can multiply both your revenue and your exit multiple, the real tradeoffs of taking institutional capital and signing up for aggressive growth, the critical difference between venture capitalist optimism and private equity scrutiny, and how recognizing when your business has "run its course" can open the door to building something bigger. DAVID'S JOURNEY: David's career began as chief marketing officer of Telebank, the first internet bank, where he helped raise over $500 million. When preparing to go public, the stock jumped from $17 to $150 in weeks before Goldman Sachs stabilized pricing at $105. He later built Jefferson National, an insurance carrier he sold to Nationwide. That experience taught him the valuable part was distribution, not the capital-intensive balance sheet, leading directly to founding DPL in 2018. KEY INSIGHTS: A billionaire David met admitted he "mistook a bull market for brilliance." Acquirers only pay premium multiples for organic growth. If you did nothing different over the last decade as an RIA, you're making twice as much just from market performance. Buyers know this. Converting from commission to fee-based transforms exit potential with three times the revenue and five times the multiple, while expanding your buyer pool. DPL's technology reviews 2,500 policies per hour, and a significant portion of DPL's $4 billion in annuity sales were M&A related. When launching DPL, David planned to bootstrap until meeting Todd Boehly. Taking institutional capital means signing up for aggressive growth where some team members won't make it to the next stage. Venture capitalists are optimists who see your vision. Private equity investors see everything that can go wrong. Perfect for RIA owners considering M&A, hybrid advisors evaluating fee-based transitions, and entrepreneurs weighing capital raising decisions. FOR MORE ON THIS EPISODE: https://www.coreykupfer.com/blog/davidlau FOR MORE ON DAVID LAU: https://www.dplfp.com https://www.linkedin.com/in/david-lau-b6449b7/ https://x.com/dpl_fp FOR MORE ON COREY KUPFER: https://www.linkedin.com/in/coreykupfer/ https://www.coreykupfer.com/ Corey Kupfer is an expert strategist, negotiator, and dealmaker. He has more than 35 years of professional deal-making and negotiating experience. Corey is a successful entrepreneur, attorney, consultant, author, and professional speaker. He is deeply passionate about deal-driven growth. He is also the creator and host of the DealQuest Podcast. Get deal-ready with the DealQuest Podcast with Corey Kupfer, where like-minded entrepreneurs and business leaders converge, share insights and challenges, and success stories. Equip yourself with the tools, resources, and support necessary to navigate the complex yet rewarding world of dealmaking. Dive into the world of deal-driven growth today! Episode Highlights with Timestamps [00:00] - Introduction: David Lau's journey to building DPL Financial Partners [04:00] - Capital raising at Telebank: $500 million raised, stock jumping from $17 to $150 [08:00] - The tradeoffs of taking institutional capital and signing up for aggressive growth [12:00] - Venture capitalists as optimists versus private equity investors who see downside [16:00] - Why choosing the right capital partners matters more than just getting funded [20:00] - How DPL solved the RIA insurance problem with commission-free products [24:00] - Converting to fee-based: Three times the revenue and five times the multiple [28:00] - Why organic growth matters more than market growth in valuations [33:00] - The future of RIA consolidation and when to sell a business [40:00] - Freedom: Working with Russian defectors and gaining perspective Guest Bio David Lau is founder and CEO of DPL Financial Partners, the leading annuity platform for RIAs. Since 2018, DPL has worked with 20 insurance carriers and built an advisor base of more than 10,000 advisors from over 3,500 RIA firms. Before founding DPL, David was COO of Jefferson National, which he helped build and sell to Nationwide. Earlier, he served as chief marketing officer at Telebank, the first internet bank, where he helped raise over $500 million. His work has been covered in The Wall Street Journal, The New York Times, Barron's, and CNBC. DPL is backed by Todd Boehly's Eldridge and Bob Diamond's Atlas Merchant Capital. Host Bio Corey Kupfer is an expert strategist, negotiator, and dealmaker with more than 35 years of professional deal-making and negotiating experience. Corey is a successful entrepreneur, attorney, consultant, author, and professional speaker deeply passionate about deal-driven growth. He is the creator and host of the DealQuest Podcast. Show Description Do you want your business to grow faster? The DealQuest Podcast with Corey Kupfer reveals how successful entrepreneurs and business leaders use strategic deals to accelerate growth. From large mergers and acquisitions to capital raising, joint ventures, strategic alliances, real estate deals, and more, this show discusses the full spectrum of deal-driven growth strategies. Get the confidence to pursue deals that will help your company scale faster. Related Episodes Episode 350 - When NOT to Take Venture Capital with Tom Dillon: Explore alternative funding sources when traditional VC doesn't fit your exit strategy. Episode 339 - Next-Gen Leadership and M&A: Why G2 Matters: Understand why developing Generation 2 leadership commands premium valuations. Episode 209 - M&A Talk with Leading RIA Aggregators and Integrators: Bob Oros of Hightower Advisors: Explore what aggregators look for in acquisition targets. Social Media Follow DealQuest Podcast: LinkedIn: https://www.linkedin.com/in/coreykupfer/ Website: https://www.coreykupfer.com/ Follow David Lau: LinkedIn: https://www.linkedin.com/in/david-lau-b6449b7/ Company: https://www.dplfp.com Twitter/X: https://x.com/dpl_fp Keywords/Tags s RIA M&A, capital raising, fee-based revenue, commission-free annuities, DPL Financial Partners, organic growth, enterprise value, hybrid advisor transition, RIA consolidation, private equity, venture capital, going public, IPO, exit strategy, insurance for RIAs, annuity platform, wealth management M&A, financial services, startup funding, institutional capital, valuation multiples, deal structures, business growth strategies, dealmaking

Succession planning is rarely easy, but when life circumstances accelerate the timeline, it requires courage, clarity, and deep trust in your team. This episode explores how to manage an ownership and client transition with empathy, structure, and transparency. KayDee Cole is the founder of Clarity Wealth Development, an RIA based in Corvallis, Oregon, that manages $200 million in AUM for 220 client households. Listen in as KayDee shares how she navigated an expedited succession plan after a cancer recurrence, selling equity to her COO through a seller-financed loan and preparing other team members for ownership. We also talk about the structured four-meeting process she created to transition clients to new advisors, how she coached her team through readiness conversations, and how transparent communication helped retain nearly all clients through the change. For show notes and more visit: https://www.kitces.com/468