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Smart Agency Masterclass with Jason Swenk: Podcast for Digital Marketing Agencies
Would you like to learn how to accelerate your agency growth? https://www.agencymastery360.com/training Wendy Covey is the co-founder and CEO of TREW Marketing, a strategy and content agency exclusively serving engineering and manufacturing companies. She started the agency in 2008 — during the Great Recession — as a generalist, and within a year or two of niching down, won a Wall Street Journal Small Business Innovation Award. Today, TREW Marketing is 19 years in, and Wendy has stepped fully into the owner role, with a president and leadership team running day-to-day operations. In this episode, Wendy and Jason dig into what it took to get there: the painful business partner buyout, the career path restructuring, and the niche positioning that now has clients convincing Wendy to take them on. Subscribe Apple | Spotify | iHeart Radio Sponsors and Resources E2M Solutions: Today's episode of the Smart Agency Masterclass is sponsored by E2M Solutions, a web design and development agency that has provided white-label services for the past 10 years to agencies all over the world. Check out [e2msolutions.com/smartagency](http://e2msolutions.com/smartagency) and get 10% off for the first three months of service. Key Takeaways: Niching down is the accelerant, not the limit. TREW Marketing chased anyone who'd pay in the early days — photo booths, nonprofits, product inventors. Once they committed to engineering and manufacturing companies, everything changed. Within a year or two they won a WSJ award, and today prospects come to them. Wendy's closing line: "It becomes them convincing me why they should be my next client." Your buy-sell agreement must include a valuation method. When Wendy's business partner left after 10 years, their agreement had no formula for valuing the business. Both sides got coaches, the negotiation was painful, and it strained a personal friendship. If you have a partner, get that language in writing before you need it. Build two documented career paths — individual contributor and manager — at the same salary band. TREW Marketing stopped the painful cycle of promoting great individual contributors into bad management seats by creating clear, documented tracks with defined behaviors for each. People can see where they fit before they take the wrong seat. Remove yourself from service delivery first, then tackle sales. Wendy's first move was getting fully out of client delivery. That freed her time to focus on sales and company growth. As sales grew, service delivery leaders naturally joined those conversations — and she found she was less effective in delivery minutiae anyway, making the transition feel inevitable rather than forced. Wendy also shares how TREW Marketing's 19-year niche commitment is now paying off in the age of AI — their thought leadership content and deep expertise have made them highly visible in large language models, bringing in inbound leads without outbound effort. Do You Want to Transform Your Agency from a Liability to an Asset? Looking to dig deeper into your agency's potential? Check out our [Agency Blueprint](https://flatworm-caterpillar-3mha.squarespace.com/blueprint). Designed for agency owners like you, our Agency Blueprint helps you uncover growth opportunities, tackle obstacles, and craft a customized blueprint for your agency's success.
Brigham Young University professor and religious folklorist Christopher Blythe discusses the nature of revelation, spiritual manifestations, and claims to mysticism within Latter-day Saint history and culture. The conversation examines how members and leaders can evaluate personal spiritual experiences, navigate claims of revelation that exceed proper authority, and guard against deceptive influences or speculative practices. Dr. Christopher Blythe is an assistant professor of English at BYU, where he teaches courses on folklore, myth, and Latter-day Saint literature. He holds a PhD in American Religion from Florida State University, an MA in History from Utah State University, and a BA in Religious Studies from Utah State University. Professionally, Dr. Blythe has worked extensively as a religious folklorist and historian, including previous roles with the Joseph Smith Papers Project, the Church History Department, and as a research associate at the Neal A. Maxwell Institute for Religious Scholarship. He is also the author of Terrible Revolution: Latter-day Saints and the American Apocalypse, a study on millenarianism and lay visions in Church history. As a convert who joined the Church at age 13, Dr. Blythe's research centers on “vernacular religion”—exploring how everyday members live, share, and interpret their faith on the ground. Over the years, he has served in various Church callings, including as a missionary in West Virginia, a high priest group leader, and in various local leadership and teaching assignments. He resides in Utah with his family, where he also co-hosts online content exploring Latter-day Saint history and folklore. Links Dr. Blythe’s Lost Library Angels and Seerstones LDS Uncorrelated Watch the video and share your thoughts in the Zion Lab community Transcript available with the video in the Zion Lab community Highlights 00:03:00 – Dr. Christopher Blythe on Religious Folklore and Vernacular Religion 00:06:22 – Navigating Mysticism, Personal Stories, and Spiritual Trump Cards 00:09:18 – Calling Members, Priesthood Keys, and Avoiding Manipulation 00:17:11 – Cultural Misconceptions Around Foreordination and Pre-Existence 00:20:34 – Hiram Page, D&C 28, and the Order of Revelatory Authority 00:23:25 – Kirtland Manifestations, D&C 50 & 52, and Trying the Spirits 00:29:21 – Continuationism, Manifestations, and Modern Church History 00:35:16 – Discernment and Circles of Confidence in Sharing Personal Revelations 00:44:17 – Recognizing Divine Manifestations and the Baptism of Fire 00:47:10 – Cognitive Bias, Discomfort, and the Cost of Discipleship 00:54:02 – The 1913 Dream Mine First Presidency Statement on Speculation 01:02:37 – Offshoot Movements, Energy Healing, and Focusing on the Family 01:09:05 – Addressing Doubts, Questions, and Counterfeit Revelations 01:12:41 – Handbook Guidance on Energy Healing Key Insights Vernacular Religion & Interpretation: Official Church handbooks, scriptures, and doctrines provide structure, but “vernacular religion”—how individual members interpret and live their faith on the ground—shapes how spiritual experiences and calls are experienced day-to-day. Hierarchy and Bounds of Revelation: Early Church history, such as the 1830 revelation regarding Hiram Page's seer stone (D&C 28), established the fundamental principle that while all members are entitled to personal revelation for their own spheres, only the head of the Church receives revelation to direct the Church as a whole. Trying the Spirits: Grounded in early revelations (such as D&C 50 and 52), leaders and members are instructed to “try the spirits” to ensure spiritual manifestations align with standard Church doctrine, priesthood channels, and sound judgment rather than self-serving claims or deceptive influences. Mysticism vs. Daily Discipleship: Spiritual trump cards or over-mystifying administrative decisions can lead to manipulation or unrealistic expectations. True spiritual grounding often manifests in consistent, daily acts of service and devotion—particularly within the family—rather than sensational claims. Historical Warnings Against Deception: Historical declarations, such as the 1913 First Presidency statement on the “Dream Mine,” warn against individuals using claims of visions, dreams, or private revelations to induce members into financial schemes, speculative ventures, or movements that undermine established priesthood authority. Leadership Applications Guiding Council Dynamics: Leaders can prevent individuals from using “spiritual trump cards” (e.g., claiming a strong spiritual feeling to override council discussions) by maintaining that decisions should be made through open, prayerful deliberation under proper priesthood keys. Handling Boundary-Crossing Claims: When members present private revelations intended to direct others, advise the ward, or promote speculative groups, leaders can refer to foundational principles of stewardship to gently clarify that personal inspiration applies only within one’s assigned sphere or family. Reframing Calls and Service: Leaders can help members focus on covenant-keeping and everyday Christlike living, reducing the cultural tendency to view callings or leadership roles through an ego-driven or hyper-mystical lens. The award-winning Leading Saints Podcast is one of the top independent Latter-day Saints podcasts as part of nonprofit Leading Saints’ mission to help Latter-day Saints be better prepared to lead. Find Leadership Tools, Courses, and Community for Latter-day Saint leaders in the Zion Lab community. Learn more and listen to any of the past episodes for free at LeadingSaints.org. Past guests include Emily Belle Freeman, David Butler, Hank Smith, John Bytheway, Reyna and Elena Aburto, Liz Wiseman, Stephen M. R. Covey, Benjamin Hardy, Elder Alvin F. Meredith III, Julie Beck, Brad Wilcox, Jody Moore, Tony Overbay, John H. Groberg, Elaine Dalton, Tad R. Callister, Lynn G. Robbins, J. Devn Cornish, Bonnie Oscarson, Dennis B. Neuenschwander, Kirby Heyborne, Taysom Hill, Coaches Jennifer Rockwood and Brandon Doman, Anthony Sweat, John Hilton III, Barbara Morgan Gardner, Blair Hodges, Whitney Johnson, Ryan Gottfredson, Greg McKeown, Ganel-Lyn Condie, Michael Goodman, Wendy Ulrich, Richard Ostler, and many more in over 800 episodes. Discover podcasts, articles, virtual conferences, and live events related to callings such as the bishopric, Relief Society, elders quorum, Primary, youth leadership, stake leadership, ward mission, ward council, young adults, ministering, and teaching.
This week Chad and Allan take a break from Covey's 7 Habits to focus on Chad's newest book, Work People to Life. They discuss what it means to have a job that is life-giving, why leaders should refuse to work people to death, and practical ways to work people to life. Copies of the book are available on Amazon. Audio Production by Podsworth Media - https://podsworth.com
Jennie sits down with the hilarious Wendi McClendon-Covey (Reno 911, The Goldbergs, NBC's St. Denis Medical) for a conversation about her unconventional path to success, why you should almost always keep your day job and her refreshing take on aging in Hollywood. Call the I CHOOSE ME Hotline at 844-553-6643 Follow @IChooseMewithJennieGarth on Instagram and TikTok Follow @JennieGarth on Instagram, TikTok, and Facebook See omnystudio.com/listener for privacy information.
This week, we take a brief detour from our series on psychosis for a special Book Club episode. Our host and guest discuss Stephen Covey's classic The 7 Habits of Highly Effective People, exploring the seven habits and the ideas behind them.The conversation also considers how some of Covey's principles can apply to pediatric practice and the everyday work of caring for patients and families.Next week, we'll return to our series on psychosis with the Q&A episode.The Virtual Curbside is a podcast of the American Academy of Pediatrics, Utah Chapter (UTAAP), connecting pediatricians and subspecialists through practical, accessible pediatric education. Learn more about UTAAP at aaputah.org.
Jennie sits down with the hilarious Wendi McClendon-Covey (Reno 911, The Goldbergs, NBC's St. Denis Medical) for a conversation about her unconventional path to success, why you should almost always keep your day job and her refreshing take on aging in Hollywood. Call the I CHOOSE ME Hotline at 844-553-6643 Follow @IChooseMewithJennieGarth on Instagram and TikTok Follow @JennieGarth on Instagram, TikTok, and Facebook See omnystudio.com/listener for privacy information.
The Learning Leader Show with Ryan Hawk www.LearningLeader.com New Book: The Price of Becoming www.LearningLeader.com/Becoming This is brought to you by Insight Global. If you need to hire one person, hire a team of people, or transform your business through Talent or Technical Services, Insight Global's team of 30,000 people around the world has the hustle and grit to deliver. My guests: Andy Stanley is the founder of North Point Ministries, which he started in Atlanta in 1995 and has grown into 8 churches across metro Atlanta and a network of more than 225 churches globally, serving over 200,000 people weekly. He's the author of more than 20 books, including Next Generation Leader, Visioneering, and Deep & Wide. His newest is What Great Leaders Do: 7 Essentials for Enduring Impact. He and his wife Sandra have three grown children and live in Atlanta. Sam Kaufman is the Chief Revenue Officer of Insight Global, a $5.3B talent, technical, and AI services firm. He started as an entry-level recruiter in 2004 and rose through the ranks to lead the company's core sales divisions. He's played a central role in Insight Global's transformation into a global talent and technical services organization, helping the company double in size over the past five years, and in 2026, he was named to Staffing Industry Analysts' Staffing 100 North America list, recognizing the most influential leaders in staffing. He has a degree in electrical engineering from Bucknell. Key Learnings Somebody saw it in him before he saw it in himself. Andy and Louie Giglio were the troublemakers in his dad's youth group. One morning after they'd disrupted everything, Mother Mary sat them down and told them they were leaders and needed to lead. Andy's reaction at the time: then I don't want to be a leader. She should have kicked them out, but she didn't. She kept giving them chances they didn't deserve and didn't handle well. She's about to turn 101 years old. She never had children of her own and to this day she calls them her sons. Now Andy does it for others. When he sees someone with a leadership gear, he tries to speak life into it and fan the flame, because that's what was done for him. Leadership is the most wonderful, dangerous gift. Every great thing that's happened in the world had a leader behind it. So did every terrible thing. People followed both for the same reason: the leader brought clarity to a dilemma, made a promise, and people leaned in. Andy thinks leaders are born, not made. His evidence: he's never met a leader who accomplished anything extraordinary who said they weren't a leader, then read two books or went to a conference and became one. Anyone can get better. "But you can make him a better singer and still never hand him a microphone." Problems to solve vs tensions to manage. Work-life balance is a tension. You don't solve it, you manage it. Every industry and every company has its own. "When you solve a tension, you create a problem." You can spot tension by the calendar. If it keeps reappearing on the agenda and somebody keeps saying didn't we just talk about this, you've been trying to solve something that was never a problem. Naming it changes the conversation. Once a team agrees they're looking at a tension, nobody is right and nobody is wrong, and people stop treating each other like enemies. Andy's team asks the question out loud once a month. Sam heard Andy teach this on a podcast and it moved through Insight Global in a week. He listened on the drive in, recognized the pattern live in his CEO's Thursday meeting, and shared it with 40 leaders in the room. It reached a 40,000 person company within days. Sam's read on why: they'd been having the same conversation for years and had never had the language for it. Nobody can promise certainty. You can give clarity. The only way to promise certainty is to know the future in detail. And the greater the uncertainty, the more the need for clarity is heightened. If there were no uncertainty, nobody would need a leader. When COVID made his entire model illegal, Andy redeployed. Rather than doing a half-baked version of the old thing, he pulled everyone together and told them they were hitting pause, building a new plan, and staying busy doing something different. Giving people something to do feels like clarity. You know what to do, you know when you've done it, and the organization keeps moving. Andy pairs it with Jim Collins on navigating fog: put one foot in front of the other and feel your way along. Action absorbs anxiety. Ryan's phrase, and Andy's addition: even when it isn't progress, it usually leads to progress, because there's motion and momentum. Think like a broadcast studio, not a live one. When they knew nobody would be in the room, they didn't film the old service. They rebuilt the auditorium into a television studio and talked to the camera. Sam, watching from home, still can't remember whether he was there in person. They kept the habits. Andy's view is that hitting pause and waiting to reopen the old way would have been an enormous miss. Sam says Insight Global never went back to how they were before and has grown for seven years since. "How long do you plan to stay?" Andy had lunch with John Maxwell carrying demographic research, expecting to be interrogated about how big to build. Andy said he thought this was his life's work. Maxwell said then build it as big as you possibly can. They built 2,700 seats in the middle of nowhere. Three years later they built another one behind it that seated 2,000. That's what intuition looks like. Maxwell knew the answer without knowing how he knew it. Andy would never have connected his own tenure to the size of the building. Andy's three questions for any big decision: What's considered impossible in our industry, but if it could be done would fundamentally change it? From Joel Barker's Future Edge. The point isn't that you'll answer it. It's that if you don't know the question, you won't recognize the paradigm shift when somebody else answers it. What would the next leader do? From Andy Grove at Intel, who asked Gordon Moore what a new team would do if the board threw them out. Moore answered instantly. Grove said then why don't we walk out the door, come back in, and do it ourselves. What would a great leader do? Not what's expected, not the industry standard. What would a selfless, others-first, high-integrity, world-class leader do here? The second question is terrifying because it produces instant clarity. Andy says it's how he's made the hardest personnel decisions of 31 years. You love the person and they can't keep up, and the next leader would have no emotional attachment and would see immediately what needs to happen. The best leadership decision Andy ever made was going home at 4:00. He'd resigned from his dad's church with two kids in diapers, a pregnant wife, and no insurance. Then he started the church and worked constantly. He asked Sandra what she needed and didn't want her to hold back. She said be home between 4:00 and 4:30, because by then her energy with the kids was gone. So he became the first one to leave the office. When people asked to meet after work, he said before work instead, and ate two breakfasts. He ran that routine for about ten years. "I'm gonna cheat work. I'm not gonna cheat home." The deadline made him better at his job. If you have an hour to do something it takes an hour, and if you have two it takes two. Walking out the door at a fixed time made him dramatically more efficient, and everything still got done. We're supposed to be examples of the rule, not exceptions to it. Andy encouraged his staff to make the same call, and it set the organization's standard from day one. "It's not a sacrifice, it's an investment." What he tells his kids now they're grown with their own families.. Sow and reap, and you only get one shot at it. Parent towards the relationship, not towards compliance. Andy and Sandra had two rules: honor your mother, and don't tell a lie. You can dishonor me, but not her. Lying breaks relationships, and they wanted their relationships intact. Discipline toward reconciliation instead of restriction. When his middle son Garrett was disrespectful to Sandra, Andy made Garrett call his mother, ask her on a date, take her to dinner, and pay for it. By the end of the dinner it was resolved. Don't sweat the small stuff. Andy and Sandra were foster parents for ten years. Their biological kids came over one day and watched a five-year-old foster daughter roller skate across the hardwood floors, and pointed out they'd never even been allowed to run in the house. Andy's regret is that he wasn't that way when his own kids were young. Do the eulogy exercise. From Stephen Covey. Write what you'd want people to say about you at your funeral. Andy spent several mornings on it in his early 30s. Covey's line at the end: you have just discovered your personal definition of success. He reduced it to seven words, and he won't tell anyone what they are. He used to share them until he noticed people writing them down. His view: those are his, and you have to go get your own. The exercise changed what failure means. Once Andy defined success as those values, stepping outside them wasn't just messing up. It was failing, by his own definition. Don't let your identity shift from what you value most to what you're known for. Andy is grateful for the influence, but he didn't want to become the pastor of, or the author of. He says it's especially easy for men to center on what they're known for out in the world rather than who they are at home. "I only have one unique role. That's father to my children." Sandra could get another husband. There will be another pastor and other authors. Nobody else can be the father to his children. "Your ego is not your friend." Jeff Foxworthy's answer when Andy asked what one piece of advice he'd give Andy's son Andrew, a stand-up comedian, so that at 68 he'd end up where Foxworthy is instead of where many people in show business end up. "The people I work with the most would quit before they followed me into something stupid." They'd be on his doorstep if he started doing something dumb, and Sandra wouldn't even have to call them. Foxworthy fired his manager and hired his best friend from fifth grade. Same reason. That friend knew him as a middle schooler, so he's not Jeff Foxworthy the world-famous comedian. He's Jeff the goofball. Andy's champagne moment: celebrating a year after he's gone. Not just that there's a successor, but that the global network of churches is thriving without his direct involvement. That, to him, is professional success. And the second half: that his kids want to be with him and with each other when they no longer have to be. That was the goal of their parenting from the start. You sow and sow and then find out whether you get to reap it. Reflection Questions What's on your agenda every month that you keep trying to solve? Is it actually a problem, or a tension you need to manage? Run your biggest current decision through all three questions. What's considered impossible in your industry? What would the next leader in your seat do? What would a great leader do? Who has permission to show up at your door and ask who you think you are? If you can't name them, that's the first thing to fix. More Learning #687: Jim Collins - What to Make of a Life#361: John Maxwell - The Essential Changes Every Leader Must Embrace#358: Stephen Covey - The One Thing That Changes Everything (Trust) Podcast Chapters 00:00 Apply for the Learning Leader Circle 01:16 Meet Andy Stanley 02:50 Mother Mary Saw It First 05:25 The Most Wonderful, Dangerous Gift 07:08 Are Leaders Born or Made? 08:37 Problems to Solve, Tensions to Manage 11:44 When You Can't Offer Certainty, Offer Clarity 15:43 The Messy Middle 20:42 Lunch With John Maxwell 24:16 The Three Questions 28:54 What Would a Great Leader Do? 30:01 AI and the Tornado of Transformation 31:20 Putting Your Values on the Wall 32:11 "I'm Gonna Cheat Work. I'm Not Gonna Cheat Home." 36:55 Parenting Toward the Relationship 41:02 The Eulogy Exercise 45:35 Your Ego Is Not Your Friend 51:58 The Champagne Question 55:07 EOPC
Shawn Vanderhoven is the author of the USA Today bestseller Pause: How to Lead Brilliant Work in a Busy World and a Partner at The Wiseman Group, where he leads the executive development practice for senior leaders and rising talent. A collaborator on the New York Times bestseller Multipliers: How the Best Leaders Make Everyone Smarter (Second Edition), Shawn co-designs strategies that help organizations amplify their people, advising leaders at companies like Amazon, Alphabet, Adobe, Microsoft, and Salesforce. He holds a BS in History from Brigham Young University and lives in the San Francisco Bay Area with his wife, Anne, dedicated to helping leaders create the conditions where teams can focus on what matters most. In the Church, Shawn has served as an Elders Quorum President and holds a deep passion for working with the rising generation, having served as a Young Men president four different times. Links Pause: How to Lead Brilliant Work in a Busy World LinkedIn: Shawn Vanderhoven Watch the video and share your thoughts in the Zion Lab community Transcript available with the video in the Zion Lab community Highlights Shawn Vanderhoven discusses concepts from his book Pause: How to Lead Brilliant Work in a Busy World. The conversation explores how leaders can help their teams avoid constant distractions, hyperconnectivity, and superficial busyness. Shawn highlights how shifting from an action-oriented mindset to an impact-oriented approach creates room for meaningful focus in both corporate and Church settings. 00:03:42 – The Moment of Inspiration for Writing the Book 00:04:52 – Chaos and Lack of Clarity in Leadership 00:06:46 – Research on Focus and Distraction 00:08:31 – The Impact of Hyper-Connectivity on Leadership 00:10:13 – Challenges Faced by Church Leaders 00:12:10 – The Default of Hyper-Connected Communication 00:13:07 – Advice for Leaders in the Whirlwind 00:14:26 – Assumptions About Work and Meetings 00:15:27 – Bias Towards Action vs. Bias Towards Impact 00:18:57 – Clarity in Leadership and Prioritization 00:20:30 – The Importance of Focus in Leadership 00:22:25 – Creating a Culture of Open Communication 00:23:43 – Delegation and Respecting Time 00:25:35 – Counseling Before Extending Callings 00:30:25 – Tuning In Before Jumping In 00:32:20 – The Role of Revelation in Leadership Decisions 00:37:54 – Respecting Individual Circumstances in Callings Key Insights Action vs. Impact: A bias toward action often causes frantic busyness and shifting priorities, whereas a bias toward impact prioritizes high-value outcomes and clear goals. Clarify Priorities: The primary source of distraction for most teams is a lack of clear priorities. Focusing on a few core objectives reduces burnout and improves execution. Counseling Before Calling: Extending callings or tasks effectively requires counseling with individuals beforehand to understand their current capacity and life constraints. Holding a Clearing: Creating structured systems where individuals can express emotional or interpersonal frustrations removes distractions and clears the mental runway for high-level work. Establishing “House Rules”: Leaders must set explicit expectations around communication and meetings to prevent hyperconnectivity from overwhelming team members. Put Growth on the Agenda: Dedicating regular time in one-on-one meetings to align an individual’s personal development with organizational needs builds long-term commitment. Leadership Applications Define What Not to Do: When focusing a ward or organization on specific spiritual goals, leaders should explicitly set aside lower-priority initiatives so members can direct their energy effectively. Tune In Before Jumping In: Instead of utilizing “drive-by delegation” or abrupt task handoffs, leaders should ask what someone is currently managing and discuss what can be removed from their plate to accommodate new assignments. Set Clear Communication Boundaries: Bishoprics and council leaders can establish ward “house rules” regarding text messaging, response times, and off-hours communication to protect personal lives and prevent burnout. The award-winning Leading Saints Podcast is one of the top independent Latter-day Saints podcasts as part of nonprofit Leading Saints’ mission to help Latter-day Saints be better prepared to lead. Find Leadership Tools, Courses, and Community for Latter-day Saint leaders in the Zion Lab community. Learn more and listen to any of the past episodes for free at LeadingSaints.org. Past guests include Emily Belle Freeman, David Butler, Hank Smith, John Bytheway, Reyna and Elena Aburto, Liz Wiseman, Stephen M. R. Covey, Benjamin Hardy, Elder Alvin F. Meredith III, Julie Beck, Brad Wilcox, Jody Moore, Tony Overbay, John H. Groberg, Elaine Dalton, Tad R. Callister, Lynn G. Robbins, J. Devn Cornish, Bonnie Oscarson, Dennis B. Neuenschwander, Kirby Heyborne, Taysom Hill, Coaches Jennifer Rockwood and Brandon Doman, Anthony Sweat, John Hilton III, Barbara Morgan Gardner, Blair Hodges, Whitney Johnson, Ryan Gottfredson, Greg McKeown, Ganel-Lyn Condie, Michael Goodman, Wendy Ulrich, Richard Ostler, and many more in over 800 episodes. Discover podcasts, articles, virtual conferences, and live events related to callings such as the bishopric, Relief Society, elders quorum, Primary, youth leadership, stake leadership, ward mission, ward council, young adults, ministering, and teaching.
Davis Smith is the founder, chairman, and emeritus CEO of Cotopaxi, a Salt Lake City–based outdoor gear brand dedicated to poverty alleviation. Raised throughout Latin America, he developed a lifelong commitment to social impact after witnessing economic inequality firsthand. A serial e-commerce entrepreneur, Davis founded several successful ventures, including Brazil's 2012 “Startup of the Year,” before building Cotopaxi into a global brand that has assisted millions living in poverty. He has served as a Presidential Leadership Scholar and a member of the United Nations Foundation’s Global Leadership Council. Alongside his career in social business, Davis is a Senior Fellow at Yale University’s Jackson School of Global Affairs, where he teaches courses on leadership and social entrepreneurship. Davis and his wife, Asialene, are the parents of four children and have served extensively in Church leadership, including as mission leaders in the Brazil Recife North Mission (2023–2026) and in a stake presidency. He holds degrees from BYU and the Wharton School and is the author of The Next Ten Years. Links The Next Ten Years: A Returned Missionary’s Guide to the Decade That Shapes Your Life Weaving a Vision into Your Service | An Interview with Davis Smith Watch the video and share your thoughts in the Zion Lab community Transcript available with the video in the Zion Lab community Highlights In this YouTube livestream conversation, Kurt and Davis talk about navigating post-mission transitions, applying practical life skills, and developing lifelong discipleship centered on Jesus Christ. Key Insights Connecting Mission Skills to Real-Life Success: The competencies developed on a mission—such as goal setting, communication, team coordination, and networking—directly translate into professional, financial, and relational success when returned missionaries learn to connect those dots. Intimate Compassion (Oil Before Wine): Drawing from the parable of the Good Samaritan, effective leadership and personal correction require establishing love and empathy (“oil”) before offering invitation, counsel, or direction (“wine”). Aiming for Continuous Growth, Not Maintenance: A spiritual peak reached during dedicated service should serve as a baseline for future growth rather than a status to merely maintain. Immediate Post-Mission Focus & Purpose: The initial three to six months after full-time service are the most critical for establishing daily habits, securing church callings, avoiding technology distractions, and redirecting focus outward toward community service. Financial Stewardship Early in Life: Establishing foundational financial habits—such as paying tithing first, saving consistently, and utilizing simple long-term investment vehicles like index funds—early in adulthood creates long-term independence and security. Leadership Applications Ask Intentional, Reflective Questions: Rather than asking for casual stories, leaders and parents can help returned missionaries process their service by asking targeted questions about spiritual gifts discovered, personal habits to keep, and lessons learned from mission leaders. Provide Clear Purpose and Responsibility: Local leaders can ease tough life transitions by extending meaningful callings or mentoring assignments early on, helping individuals shift their focus away from self-centered anxiety and toward serving others. Support Alternate & Service Mission Paths: Leaders should exercise empathy and avoid judgment when a mission ends unexpectedly or transitions to a service mission, recognizing that God’s plan and approval apply to all sincere efforts to serve. The award-winning Leading Saints Podcast is one of the top independent Latter-day Saints podcasts as part of nonprofit Leading Saints’ mission to help Latter-day Saints be better prepared to lead. Find Leadership Tools, Courses, and Community for Latter-day Saint leaders in the Zion Lab community. Learn more and listen to any of the past episodes for free at LeadingSaints.org. Past guests include Emily Belle Freeman, David Butler, Hank Smith, John Bytheway, Reyna and Elena Aburto, Liz Wiseman, Stephen M. R. Covey, Benjamin Hardy, Elder Alvin F. Meredith III, Julie Beck, Brad Wilcox, Jody Moore, Tony Overbay, John H. Groberg, Elaine Dalton, Tad R. Callister, Lynn G. Robbins, J. Devn Cornish, Bonnie Oscarson, Dennis B. Neuenschwander, Kirby Heyborne, Taysom Hill, Coaches Jennifer Rockwood and Brandon Doman, Anthony Sweat, John Hilton III, Barbara Morgan Gardner, Blair Hodges, Whitney Johnson, Ryan Gottfredson, Greg McKeown, Ganel-Lyn Condie, Michael Goodman, Wendy Ulrich, Richard Ostler, and many more in over 800 episodes. Discover podcasts, articles, virtual conferences, and live events related to callings such as the bishopric, Relief Society, elders quorum, Primary, youth leadership, stake leadership, ward mission, ward council, young adults, ministering, and teaching.
David Richter, author of Profit First for Real Estate Investing, delivers a back-to-basics whiteboard walkthrough of the entire Profit First system in this solo episode. If you've heard the term thrown around but never understood the actual mechanics, this is the overview that makes it click.David breaks down why Profit First is just the pay-yourself-first principle from Rich Dad Poor Dad and The Richest Man in Babylon with a real system behind it, and then draws out that system account by account. He covers the income account, the "golden trio" of profit, owner's comp, and tax, and the operating expense account most owners live in. Best of all, he shows why it's nearly impossible to mess up if you keep it simple. If numbers make your eyes glaze over, start here.Timeline Summary[0:26] – David introduces himself and frames the episode as a full overview of Profit First[0:46] – What Profit First actually is: a cash flow system for putting money in your pocket[1:04] – Why it's an offshoot of pay-yourself-first ideas from Kiyosaki, Babylon, and Covey[1:42] – Reassurance for the investor who's "allergic to spreadsheets"[2:02] – The only two ways Profit First fails: never setting it up or making it too complicated[2:22] – How the system is the envelope method applied to business bank accounts[2:56] – Why most owners put profit last and how to protect it instead[3:37] – Giving every dollar a name so you're intentional instead of throwing money around[3:52] – Building the system: starting with the income account where all deposits land[4:15] – The three accounts under income: profit, owner's comp, and tax[5:05] – The operating expense account and why it's the one big account most people start with[5:45] – Why the profit account fuels the reason you started your business[6:05] – Taking profit quarterly, and using it first to knock out debt[6:33] – Why owner's comp is his favorite account and how it pays you consistently[7:15] – The tax account as the peace-of-mind account that kills tax-time stress[7:35] – Why it's called Profit First and the "golden trio" Harry Potter analogy[8:27] – If it feels like too much, start with just the owner's comp account5 Key TakeawaysProfit First Is Pay Yourself First With A System — The principle isn't new; it's straight out of Rich Dad Poor Dad and The Richest Man in Babylon. What Profit First adds is the actual how, a bank account structure that makes it real.It Only Fails Two Ways — Profit First doesn't break on its own. It only fails if you never set it up, or you make it so complicated you quit. Keep it simple and use it consistently.Give Every Dollar A Name — The system is the envelope method applied to business checking accounts. Naming your accounts makes you intentional instead of throwing money at marketing, hires, and expenses on a hunch.The Golden Trio Protects Your Money — Income flows in, then you transfer to profit, owner's comp, and tax first, before operating expenses. Profit fuels your purpose, owner's comp pays you, and tax is your peace-of-mind account.When In Doubt, Start With Owner's Comp — If the full system feels overwhelming, open one account and pay yourself from it consistently. Most owners don't pay themselves enough, and building that habit is where it all starts.Links & ResourcesSimple CFO — https://simplecfo.comProfit First for Real Estate Investing by David Richter — https://profitfirstrei.comRich Dad Poor Dad by Robert Kiyosaki — https://www.richdad.comThe Richest Man in Babylon by George S. Clason — https://www.penguinrandomhouse.comThe 7 Habits of Highly Effective People by Stephen Covey — https://www.franklincovey.comThe Total Money Makeover by Dave Ramsey — https://www.ramseysolutions.comEnjoyed This Episode?If David's whiteboard finally made the Profit First system click for you, the next step is opening that first account today. Share this episode with an investor who puts their profit last, and follow the show and leave a rating and review so more real estate investors can learn to keep more of what they make.
Everyone's life has a center — work, money, family, approval, self — and it gets revealed the moment something threatens it. In this episode, Chad and Allan explore Covey's alternative life centers and why principle-centered living is the only stable place to stand. Audio Production by Podsworth Media - https://podsworth.com
Dave McCann is a veteran sportscaster, play-by-play announcer, and television anchor with decades of broadcasting experience across regional and national media. After graduating from Brigham Young University with a degree in broadcasting, he began his career as a college sports reporter for ABC’s Good Morning America before anchoring sports in Las Vegas for nearly 20 years. He later served as an evening news co-anchor for KSL-TV in Salt Lake City and became a prominent media personality for BYUtv, hosting pre- and post-game shows alongside lead play-by-play coverage for BYU football and basketball. McCann also writes sports commentary for the Deseret News and co-hosts the digital BYU sports talk show Y’s Guys. He currently serves as an elders quorum president. Dr. Mark D. Ogletree is a professor of Church History and Doctrine at Brigham Young University and a licensed professional counselor who has worked with individuals, couples, and families for over 30 years to strengthen relationships and navigate personal challenges. After spending two decades in the Church Educational System as a Seminary and Institute teacher and director, he joined the BYU faculty in 2010, specializing in family dynamics and prophetic teachings. An accomplished author, Ogletree has published numerous books and articles on marriage, family life, parenting, mental health, and contemporary Latter-day Saint history, including recent titles such as The Leadership Legacy of LaVell Edwards, Christ’s Miracles: Yesterday and Today, Heaven Is Cheering You On, and Beyond the Honeymoon. Alongside his wife, Janie—with whom he shares eight children and 32 grandchildren—he hosts two weekly podcasts: Preserving Families and Stand by My Servants. In addition to his academic, clinical, and writing endeavors, Ogletree has served as a bishop in both McKinney, Texas, and Provo, Utah, and currently serves as a stake president in Provo. Links The Leadership Legacy of LaVell Edwards MarkOgletree.com Offering Transformation Through Jesus to Those You Lead | An Interview with Pastor Derwin L. Gray How LaVell Edwards Influenced His Team to be a Team of Leaders | An Interview With Paul Gustavson Love Without Works is Dead | An Interview With Chad Lewis, Former BYU Player & NFL Pro-Bowler From BYU Quarterback to Stake President | An Interview with Brandon Doman Watch the video and share your thoughts in the Zion Lab community Transcript available with the video in the Zion Lab community Highlights Mark Ogletree and Dave McCann discuss their book, The Leadership Legacy of LaVell Edwards. They share insights gained from interviewing dozens of former players, staff, and loved ones of the legendary Brigham Young University (BYU) football coach. The conversation centers on Edwards’ unique, Christlike approach to leadership, relationship-building, delegation, and personal mentorship. Key Insights Delegation and Empowerment: LaVell Edwards believed in hiring capable experts, trusting them completely, and giving them the autonomy to execute their roles without micromanagement. One-on-One Relationships: Rather than focusing purely on football tactics, LaVell maintained an open-door policy and prioritized checking in on his players’ personal lives, families, and future goals. Seeing Unseen Potential: LaVell possessed a unique ability to identify hidden talents in individuals—often encouraging position changes, urging players to serve missions, or convincing them to stay when they wanted to quit. Lifting the Lost and Struggling: He repeatedly reached out to lower-string players or individuals in crisis, offering unwavering support, loyalty, and personal investment during their hardest moments. Innovation and Vision: Recognizing systemic limitations, LaVell embraced innovative approaches—such as pioneering a high-powered passing offense—to elevate his program to national prominence. Leadership Applications Empower Ward and Organizational Leaders: Latter-day Saint leaders can emulate LaVell Edwards by delegating real authority to presidency members, committee leaders, and council members rather than attempting to manage every operational detail. Prioritize Personal Ministering: Leaders should create accessible, low-pressure environments (such as open-door settings or informal check-ins) to focus on individual souls rather than just administrative tasks. Instill Belief in Others: Leaders can actively express confidence in those they serve, helping individuals recognize their divine potential and encouraging them toward transformative choices like missionary or church service. 00:03:12 – Origins of the Book Project 00:04:45 – The Impact of LaVell Edwards 00:06:21 – LaVell’s Influence Beyond Football 00:07:13 – The Personal Touch of LaVell Edwards 00:08:37 – LaVell’s Unique Leadership Style 00:10:15 – LaVell’s Unexpected Journey to BYU 00:12:06 – LaVell’s Vision and Innovation 00:13:09 – The Last Moments with LaVell 00:14:06 – Mentorship in LaVell’s Life 00:15:33 – LaVell’s Leadership Style in the Church 00:17:27 – Balancing Authority and Delegation 00:19:40 – Creating a Culture of Trust 00:20:49 – One-on-One Relationships with Players 00:22:49 – LaVell’s Home as a Safe Space 00:24:53 – The Importance of Team Prayer 00:26:34 – Common Themes from Player Interviews 00:29:03 – Humility as a Key Principle 00:30:38 – LaVell’s Care for All Players 00:32:25 – Encouraging Players to Stay 00:34:00 – Promoting Missionary Service 00:42:12 – Conclusion and Legacy of LaVell Edwards The award-winning Leading Saints Podcast is one of the top independent Latter-day Saints podcasts as part of nonprofit Leading Saints’ mission to help Latter-day Saints be better prepared to lead. Find Leadership Tools, Courses, and Community for Latter-day Saint leaders in the Zion Lab community. Learn more and listen to any of the past episodes for free at LeadingSaints.org. Past guests include Emily Belle Freeman, David Butler, Hank Smith, John Bytheway, Reyna and Elena Aburto, Liz Wiseman, Stephen M. R. Covey, Benjamin Hardy, Elder Alvin F. Meredith III, Julie Beck, Brad Wilcox, Jody Moore, Tony Overbay, John H. Groberg, Elaine Dalton, Tad R. Callister, Lynn G. Robbins, J. Devn Cornish, Bonnie Oscarson, Dennis B. Neuenschwander, Kirby Heyborne, Taysom Hill, Coaches Jennifer Rockwood and Brandon Doman, Anthony Sweat, John Hilton III, Barbara Morgan Gardner, Blair Hodges, Whitney Johnson, Ryan Gottfredson, Greg McKeown, Ganel-Lyn Condie, Michael Goodman, Wendy Ulrich, Richard Ostler, and many more in over 800 episodes. Discover podcasts, articles, virtual conferences, and live events related to callings such as the bishopric, Relief Society, elders quorum, Primary, youth leadership, stake leadership, ward mission, ward council, young adults, ministering, and teaching.
Imagine your own funeral: what do you want said about you — and does this week's calendar have anything to do with it? In this episode, Chad and Allan take Covey's most famous exercise seriously and explore what it truly means to begin with the end in mind. Audio Production by Podsworth Media - https://podsworth.com
Heidi Lee serves as a stake communication director in the Mountain's Edge area of Southwest Las Vegas, as well as in the Las Vegas West Mission office. Over the past 20 years, her Church service has including serving in four stake Relief Society presidencies as secretary, counselor, and president. Her wide-ranging calling experience spans serving as a Stake JustServe Specialist, Young Women presidency member, ward camp director, Relief Society teacher, and Primary music leader. Most recently, Heidi served as the lead organizer for “A Walk with Jesus,” a multi-stake Easter walkthrough event that coordinated four neighboring stakes, numerous committees, and auxiliary leaders to transform a local chapel into interactive displays depicting the Savior's life and resurrection. A devoted stay-at-home mother, Heidi and her husband raised four children and now love spending time with their 16 grandchildren. In her personal time, she enjoys temple service and deep, lifelong gospel study. Links leadingsaints.org/fullpond A Walk With Jesus: Master Replication Guide Bible & Easter videos Read the tag comments Facebook: A Walk With Jesus – Southwest Las Vegas Instagram @walkwithjesusswlv Email Heidi Lee at heidillee@me.com YouTube: Southwest Las Vegas 2026 Walk with Jesus YouTube: Northwest Las Vegas 2025 Walk with Jesus YouTube: Northwest Las Vegas 2026 Walk with Jesus Highlights Heidi Lee talks about the successful initiative called “A Walk with Jesus,” which transformed a Latter-day Saint chapel into an immersive experience depicting the life of Jesus Christ. The project aimed to enhance the celebration of Easter and foster community engagement. Key Insights Community Engagement: The initiative was inspired by a desire to create a more significant Easter celebration, moving beyond traditional services to involve the broader community. Collaborative Effort: The project involved multiple stakes working together, with each stake contributing resources and leadership to create a unified experience. Interactive Experience: The chapel was transformed into various rooms representing key events in Jesus’s life, allowing participants to engage with the stories through self-guided tours and interactive displays. Youth Involvement: Local youth played a crucial role, participating in the event by dressing in costumes and helping facilitate the experience, which provided them with service hours and a sense of ownership. Feedback Mechanism: A comment wall was implemented to gather participant reflections, highlighting the spiritual impact of the experience and fostering a sense of connection to Christ. Financial Planning: The project was funded through contributions from each stake, with careful budgeting and community donations to cover costs, demonstrating the importance of financial stewardship in church projects. Leadership Applications Fostering Collaboration: Latter-day Saint leaders can encourage collaboration among different wards and stakes to create larger community events, enhancing unity and shared purpose. Engaging Youth: Involving youth in meaningful ways can empower them and strengthen their connection to church activities, making them feel valued and engaged. Creating Immersive Experiences: Leaders can consider how to transform traditional church events into more interactive and engaging experiences that resonate with members and the community, ultimately deepening faith and understanding of gospel principles. 00:05:01 – Introduction to Heidi Lee 00:05:34 – Origin of the Walk with Jesus Project 00:06:42 – Concept of Transforming the Chapel 00:08:52 – Initial Thoughts and Inspiration 00:10:06 – Mission Statement Development 00:12:55 – Organizing Stake Participation 00:15:14 – Role of Decorators and Committees 00:17:42 – Event Timeline and Structure 00:19:45 – Room Themes and Experiences 00:20:38 – Evening Concerts and Adjustments 00:22:59 – Visual Examples of the Event 00:23:10 – Chapel Usage and Event Flow 00:25:37 – Sunday Operations and Attendance 00:28:30 – Community Involvement and Outreach 00:30:59 – Youth Involvement and Costumes 00:32:13 – Red String Keepsake Initiative 00:34:00 – Managing Finances and Budget 00:37:12 – Donations and Support 00:40:42 – Lessons Learned for Future Events 00:42:32 – Social Media and Marketing Strategies 00:44:32 – Comment Wall and Feedback 00:46:33 – Event Impact and Attendance Growth 00:48:14 – Reflections on the Experience 00:50:17 – Addressing Questions and Future Planning The award-winning Leading Saints Podcast is one of the top independent Latter-day Saints podcasts as part of nonprofit Leading Saints’ mission to help Latter-day Saints be better prepared to lead. Find Leadership Tools, Courses, and Community for Latter-day Saint leaders in the Zion Lab community. Learn more and listen to any of the past episodes for free at LeadingSaints.org. Past guests include Emily Belle Freeman, David Butler, Hank Smith, John Bytheway, Reyna and Elena Aburto, Liz Wiseman, Stephen M. R. Covey, Benjamin Hardy, Elder Alvin F. Meredith III, Julie Beck, Brad Wilcox, Jody Moore, Tony Overbay, John H. Groberg, Elaine Dalton, Tad R. Callister, Lynn G. Robbins, J. Devn Cornish, Bonnie Oscarson, Dennis B. Neuenschwander, Kirby Heyborne, Taysom Hill, Coaches Jennifer Rockwood and Brandon Doman, Anthony Sweat, John Hilton III, Barbara Morgan Gardner, Blair Hodges, Whitney Johnson, Ryan Gottfredson, Greg McKeown, Ganel-Lyn Condie, Michael Goodman, Wendy Ulrich, Richard Ostler, and many more in over 800 episodes. Discover podcasts, articles, virtual conferences, and live events related to callings such as the bishopric, Relief Society, elders quorum, Primary, youth leadership, stake leadership, ward mission, ward council, young adults, ministering, and teaching.
Hvor mange ganger har du kjent deg overveldet av alt som “må gjøres”? Kalenderen er full, e-posten tikker inn, telefonen ringer, og dagen raser av gårde før du i det hele tatt har rukket å stoppe opp og trekke pusten. Kanskje kjenner du også på en underlig tomhet i alt dette jaget – som om du er opptatt, men ikke nødvendigvis produktiv. Som om du er i konstant bevegelse, men uten å vite hvor du egentlig er på vei.I denne fjerde episoden av serien om 7 Habits of Highly Effective People skal vi utforske et prinsipp som kan snu opp ned på hvordan vi forholder oss til tid og prioriteringer. Stephen Covey ber oss om å sette det viktigste først – en enkel, men dyptgående idé som utfordrer måten vi tenker om oppgaver, mål og livets egentlige mening. Det handler om mer enn bare effektiv tidsstyring; det handler om å bygge et liv der det som virkelig teller, får førsteplassen.Men hvorfor er det så vanskelig å prioritere det som er viktigst? Hvorfor lar vi oss så lett fange av det som haster, men som egentlig ikke betyr noe? Hva skjer med oss psykologisk når vi lever på autopilot, styrt av krav utenfra og impulser innenfra?I denne episoden vil jeg dykke ned i tidsstyringsmatrisen som Covey presenterer, og utforske hvordan den henger sammen med moderne psykologiske teorier om selvregulering, oppmerksomhet og verdibasert handling. Vi skal også se på hvordan vi i hverdagen kan skille mellom det som bare bråker, og det som virkelig gir livet retning og dybde.Så bli med meg på en reise gjennom stress, distraksjoner og dypere innsikt – mot et liv der det viktigste faktisk kommer først.Vil du ha mer psykologi og flere dypdykk i menneskets sjelsliv?Vil du har en praksis for selvutvikling og hjelp til å dykke ned i ditt eget indre liv?Da kan BeBalanced.ai være noe for deg! Hosted on Acast. See acast.com/privacy for more information.
Har du noen gang kjent at dagene bare sklir av gårde? At du haster fra møte til møte, fra krav til krav, fra skjerm til skjerm – uten egentlig å vite hvorfor? Mange av oss lever med en snikende følelse av at vi reagerer på livet, snarere enn å lede det. At vi er fanget i en slags autopilot, der vi løper etter umiddelbare mål, men mister blikket for det store bildet.I denne episoden vil jeg ha deg til å reflektere over et kraftfullt og samtidig ubehagelig spørsmål: Hva er egentlig målet mitt? Ikke bare for dagen eller uken, men for livet. Hva er det jeg strekker meg etter? Hvem ønsker jeg å være? Hva vil jeg at folk skal si om meg når jeg en dag ikke er her lenger?Stephen Covey utfordrer oss til å starte med slutten i tankene – å leve med et indre kompass som peker mot det som virkelig betyr noe. Men dette er lettere sagt enn gjort. For mange av oss føles fremtiden uklar, skremmende, eller kanskje til og med irrelevant i en hverdag fylt av småkriser og distraksjoner. Vi har aldri lært å kultivere en relasjon til vårt fremtidige selv. Vi ser for oss morgendagen, men ikke livet som helhet. Vi planlegger neste møte, men ikke hvem vi ønsker å være.I denne episoden vil jeg reflektere over hvorfor det er så vanskelig for oss å tenke langsiktig og leve med intensjon. Vi skal se på psykologiske teorier om fremtidstenkning, eksistensiell filosofi, og hvordan denne andre vanen fra Covey kan hjelpe oss med å navigere et liv som ellers kan føles fragmentert og meningsløst. Og ikke minst: hvordan vi kan begynne å stake ut en kurs – ikke bare mot et mål, men mot et liv som er forankret i våre egne verdier og drømmer.Så bli med meg inn i denne viktige, og kanskje litt urovekkende, refleksjonen. For hvis vi ikke vet hvor vi skal, hvordan kan vi da vite om vi er på rett vei?Vil du ha mer psykologi og flere dypdykk i menneskets sjelsliv?Vil du har en praksis for selvutvikling og hjelp til å dykke ned i ditt eget indre liv?Da kan BeBalanced.ai være noe for deg! Hosted on Acast. See acast.com/privacy for more information.
Robert Cornilles is an executive, author, and educator with a background in business leadership and community engagement. He serves as the Founder and CEO of Game Face, Inc., an executive training firm that has advised over 400 global brands, including more than 200 professional sports franchises. A bestselling author, he published The Sales Game Changer: How to Become the Salesperson People Love and Preparing Tomorrow's Missionaries Today. He also shares his expertise as an adjunct professor teaching MBA candidates at the BYU Marriott School of Business. Rob served as a full-time missionary in Japan and has extensive experience in church leadership, having served in high councils, bishoprics, and various ward council roles. He currently serves as the bishop of the Lake Mountain Single Adult 5th Ward in the Saratoga Springs Utah Stake—a mid-singles unit he has led since it began in May 2023. In this role, he oversees a rapidly growing congregation drawn from multiple stakes, focusing on supporting mid-singles through their unique personal and spiritual journeys. Rob and his wife, Allison, oversaw the training of more than 40,000 volunteers for the 12-week long Saratoga Springs Utah Temple open house and dedication, the longest temple open house in Church history. They are the parents of three sons who have blessed them with three daughters-in-law and three granddaughters. Links Game Face, Inc. Watch the video and share your thoughts in the Zion Lab community Transcript available with the video in the Zion Lab community Highlights The conversation focuses on the unique challenges and cultural dynamics faced by mid-singles in the Latter-day Saint community, particularly in Utah, and how leaders can better support this demographic. Key Insights Cultural Dynamics: Mid-singles often feel disconnected in family wards due to the predominance of married members in leadership roles, leading to feelings of exclusion and instability. Out-of-Unit Members: Many mid-singles attend their neighborhood wards while also participating in mid-singles wards, creating a challenge for leaders to maintain engagement and consistency. Family Influence: Family obligations can pull mid-singles away from ward activities, making it difficult for them to build connections within their ward family. Spiritual Focus: Rob emphasizes that the primary role of leaders is to connect members with Christ, rather than solely focusing on helping them get married. Meaningful Activities: Activities should be Christ-centered and relevant to the members’ lives, fostering a sense of community and belonging. Leadership Applications Encourage Engagement: Leaders should create an environment where mid-singles feel valued and included, recognizing their unique challenges and encouraging them to participate in ward activities. Foster Connections: Leaders can facilitate opportunities for mid-singles to connect with each other and with Christ through intentional, spiritually uplifting activities that focus on attributes of Jesus Christ. Communicate with Families: Leaders should engage with the families of mid-singles to help them understand the importance of allowing their loved ones the space to build their own lives and relationships within the ward community. 00:02:30 – Cultural Dynamics in Mid-Singles Wards 00:04:00 – Understanding the Mid-Singles Experience 00:04:30 – Interview with Bishop Robert Cornilles Begins 00:05:00 – Bishop Cornilles’s Calling Story 00:07:00 – Formation of the New Mid-Singles Ward 00:08:30 – Challenges of Serving a Mid-Singles Ward 00:10:00 – Selecting Counselors for the Bishopric 00:12:00 – Current Responsibilities as a Bishop 00:13:00 – Mid-Singles Bishops Councils in Utah 00:15:00 – The Need for Mid-Singles Wards 00:16:00 – Cultural Challenges for Mid-Singles 00:20:00 – Navigating Family Dynamics and Church Involvement 00:22:00 – The Dilemma of Out-of-Unit Members 00:25:00 – Building a Strong Ward Culture 00:28:00 – Encouraging Engagement in the Ward 00:30:00 – The Importance of Personal Relationships 00:32:00 – Respecting the Needs of Mid-Singles 00:34:00 – Connecting Members with Christ 00:37:00 – Creating Meaningful Activities 00:40:00 – Intentionality in Planning Activities 00:46:00 – Monthly Themes and Attributes of Christ The award-winning Leading Saints Podcast is one of the top independent Latter-day Saints podcasts as part of nonprofit Leading Saints’ mission to help Latter-day Saints be better prepared to lead. Find Leadership Tools, Courses, and Community for Latter-day Saint leaders in the Zion Lab community. Learn more and listen to any of the past episodes for free at LeadingSaints.org. Past guests include Emily Belle Freeman, David Butler, Hank Smith, John Bytheway, Reyna and Elena Aburto, Liz Wiseman, Stephen M. R. Covey, Benjamin Hardy, Elder Alvin F. Meredith III, Julie Beck, Brad Wilcox, Jody Moore, Tony Overbay, John H. Groberg, Elaine Dalton, Tad R. Callister, Lynn G. Robbins, J. Devn Cornish, Bonnie Oscarson, Dennis B. Neuenschwander, Kirby Heyborne, Taysom Hill, Coaches Jennifer Rockwood and Brandon Doman, Anthony Sweat, John Hilton III, Barbara Morgan Gardner, Blair Hodges, Whitney Johnson, Ryan Gottfredson, Greg McKeown, Ganel-Lyn Condie, Michael Goodman, Wendy Ulrich, Richard Ostler, and many more in over 800 episodes. Discover podcasts, articles, virtual conferences, and live events related to callings such as the bishopric, Relief Society, elders quorum, Primary, youth leadership, stake leadership, ward mission, ward council, young adults, ministering, and teaching.
Mark A. Beck earned a BA in Business and Japanese Language from Pacific University and an MBA from Harvard Business School. Over his three-decade corporate career, he served in executive leadership at Corning Incorporated, as Executive Vice President at Danaher Corporation, and as President and CEO of JELD-WEN, guiding the company through its IPO. Today, Mark owns three manufacturing companies, co-chairs KDC/ONE, and serves as board chair for Accendra Health (formerly Owens & Minor) and IDEX Corporation. Passionate about servant leadership, he serves as faculty for the Adler Fellowship Program and has taught strategic leadership of innovation as a Visiting Professor of Practice at Cornell University. Adrienne and Mark have been married for 38 years. They reside in Matthews, North Carolina, and are the parents of five children and two grandchildren. Together, they navigated unique life blessings, including caring for their youngest son, Wesley, who was born with a rare health condition and expected to live only a few months. Wesley lived for 20 years through many miracles and Adrienne's devoted caregiving. Following his passing, Adrienne resumed her educational goals and is on track to earn her bachelor's degree later this year. Deeply committed to faith, family, and community, both Mark and Adrienne have spent years serving in Church leadership—Mark previously served as a stake president, and Adrienne as a stake Young Women president and two-time ward Primary president. Today, the couple serve side-by-side as branch president and YSA advisor for the Hemby Young Single Adult Branch in the greater Charlotte area. Beyond hosting regular home dinners and monthly “Friday Night Hangouts,” they pioneered a stake-wide mentorship program that connects young adults with community members to provide life guidance, career coaching, trade school support, and spiritual growth for the rising generation. Links Watch the video and share your thoughts in the Zion Lab community Transcript available with the video in the Zion Lab community Highlights Mark and Adrienne Beck discuss their experiences as leaders of the Hemby Young Single Adult (YSA) branch in North Carolina. They share innovative approaches to building community and mentorship within their branch, emphasizing the importance of connection and support for young adults. Key Insights Community Building: The Becks highlight the significance of creating a welcoming and inclusive environment for YSA members, focusing on fostering a culture of acceptance and belonging. Mentorship Program: They implemented a mentorship initiative that pairs YSA members with older, experienced Latter-day Saints from the stake, providing guidance and support tailored to individual needs. Cultural Shift: The branch has cultivated a culture where members feel safe to share their struggles openly, leading to authentic testimony meetings that encourage vulnerability and connection. Diversity and Inclusion: The branch serves a diverse group of young adults, addressing various socioeconomic backgrounds and personal challenges, which enriches the community experience. Flexible Leadership: The Becks emphasize the importance of adapting leadership styles to meet the unique needs of their members, allowing for a more personalized approach to support and guidance. Leadership Applications Encouraging Mentorship: Latter-day Saint leaders can consider establishing mentorship programs within their congregations, pairing experienced members with those seeking guidance, which can alleviate the burden on leaders and provide essential support to individuals. Creating Safe Spaces: Leaders should foster environments where members feel comfortable sharing their experiences and challenges, promoting open dialogue and community support. Emphasizing Connection: By organizing regular social gatherings and informal meetings, leaders can strengthen relationships among members, enhancing the sense of belonging and community within the ward or branch. 00:03:32 – Background of the Hemby YSA Branch 00:04:07 – Establishing the YSA Branch 00:06:23 – Initial Concerns and Faith in the Process 00:08:02 – Personal Challenges and Extended Service 00:09:07 – The Calling Experience 00:10:00 – Passion for Serving Young Single Adults 00:10:44 – Building the Branch Council 00:12:06 – Creating a Positive Culture 00:14:04 – Strategies for Inclusion and Connection 00:15:41 – Unique Practices in the Branch 00:18:23 – Emphasizing Community and Togetherness 00:20:35 – Authentic Testimonies and Sharing 00:22:28 – Diversity and Its Impact on Leadership 00:23:30 – The Burden of Leadership 00:26:51 – Establishing a Mentoring Program 00:29:11 – Typical Scenarios for Mentorship 00:30:04 – Examples of Mentorship Success 00:31:27 – Adjusting the Mentorship Approach 00:32:50 – The Role of Stake Leadership 00:34:02 – Flexibility in Mentorship Pairings 00:36:10 – Navigating Challenges and Support 00:39:34 – The Impact of Community Support 00:40:54 – Encouragement for Other Leaders The award-winning Leading Saints Podcast is one of the top independent Latter-day Saints podcasts as part of nonprofit Leading Saints’ mission to help Latter-day Saints be better prepared to lead. Find Leadership Tools, Courses, and Community for Latter-day Saint leaders in the Zion Lab community. Learn more and listen to any of the past episodes for free at LeadingSaints.org. Past guests include Emily Belle Freeman, David Butler, Hank Smith, John Bytheway, Reyna and Elena Aburto, Liz Wiseman, Stephen M. R. Covey, Benjamin Hardy, Elder Alvin F. Meredith III, Julie Beck, Brad Wilcox, Jody Moore, Tony Overbay, John H. Groberg, Elaine Dalton, Tad R. Callister, Lynn G. Robbins, J. Devn Cornish, Bonnie Oscarson, Dennis B. Neuenschwander, Kirby Heyborne, Taysom Hill, Coaches Jennifer Rockwood and Brandon Doman, Anthony Sweat, John Hilton III, Barbara Morgan Gardner, Blair Hodges, Whitney Johnson, Ryan Gottfredson, Greg McKeown, Ganel-Lyn Condie, Michael Goodman, Wendy Ulrich, Richard Ostler, and many more in over 800 episodes. Discover podcasts, articles, virtual conferences, and live events related to callings such as the bishopric, Relief Society, elders quorum, Primary, youth leadership, stake leadership, ward mission, ward council, young adults, ministering, and teaching.
8-2-2026 Worship ServiceMessage Title -"Peter's Second Gospel Sermon"Series - "The Way"Passage - Acts 3:1-26Preacher - Covey WiseLooking for a church family? We invite you to grow with us!At Monroeville Christian Church, we are committed to teaching the Word of God, training disciples of our Lord, and transforming lives for Christ through our times of worship, fellowship, and service.Subscribe to receive our latest messages: https://www.youtube.com/@MonroevillechristianchurchConnect Card: https://monroevillechristianchurch.churchcenter.com/people/forms/510703 CONNECT WITH US:• Instagram - https://www.instagram.com/monroevillechristianchurch/• Facebook - https://www.facebook.com/MonroevilleChristianChurch • X/Twitter - https://x.com/MonroevilleCC • Website - https://www.monroevillechristianchurch.com/ Give Online: https://monroevillechristianchurch.churchcenter.com/givingCCLI Copyright License - 139774CCLI Streaming License - 20715699#PittsburghBibleStudy #PittsburghChurch#MonroevilleChristianChurch#Christian #ChurchOfChrist #Church#ChristianChurch #ForMonroeville #ThePlaceToBe#TeachTrainTransform #church #churchonline#biblestudy #biblestudyonline #biblestudyfellowship#MonroevilleChurch #churchonline #ChurchinMonroevillePA #ChristiansOnly#Sermons #BibleLessons #Gospel #JesusChrist #God #apostlesdoctrine #BreakingofBread #Fellowship #Prayer #EarlyChurch
8-9-2026 Worship ServiceSeries "The Way" - Lessons from the Early ChurchMessage - "The Persecution of the Church" Text - Acts 4:1-31Preacher - Covey WiseLooking for a church family? We invite you to grow with us!At Monroeville Christian Church, we are committed to teaching the Word of God, training disciples of our Lord, and transforming lives for Christ through our times of worship, fellowship, and service.Subscribe to receive our latest messages: https://www.youtube.com/@MonroevillechristianchurchConnect Card: https://monroevillechristianchurch.churchcenter.com/people/forms/510703 CONNECT WITH US:• Instagram - https://www.instagram.com/monroevillechristianchurch/• Facebook - https://www.facebook.com/MonroevilleChristianChurch • X/Twitter - https://x.com/MonroevilleCC • Website - https://www.monroevillechristianchurch.com/ Give Online: https://monroevillechristianchurch.churchcenter.com/givingCCLI Copyright License - 139774CCLI Streaming License - 20715699#PittsburghBibleStudy #PittsburghChurch#MonroevilleChristianChurch#Christian #ChurchOfChrist #Church#ChristianChurch #ForMonroeville #ThePlaceToBe#TeachTrainTransform #church #churchonline#biblestudy #biblestudyonline #biblestudyfellowship#MonroevilleChurch #churchonline #ChurchinMonroevillePA #ChristiansOnly#Sermons #BibleLessons #Gospel #JesusChrist #God #apostlesdoctrine #BreakingofBread #Fellowship #Prayer #EarlyChurch
This is a recording of the monthly Zion Lab Live where Kurt Francom explores various topics discussed in the Zion Lab online community. Links Join the conversation in Zion Lab Transcript available with the video in the Zion Lab community Highlights 00:01:12 – Adjusting the Schedule 00:02:06 – Importance of Participation 00:03:29 – Changes in Zion Lab Experience 00:04:12 – Membership Options and Sponsorship 00:06:51 – Involving Core Members in Primary and Young Men’s 00:10:58 – Communication Strategies for Inclusion 00:12:57 – Ideas for Unity in Wards 00:17:05 – New Sunday Format Training 00:19:17 – Challenges with Training Resources 00:24:02 – Dating and Marriage Challenges for Young Adults 00:30:07 – Balancing Acceptance and Gospel Principles 00:32:14 – Ideas for Building Unity 00:35:05 – Successful Come Follow Me Groups 00:40:00 – Experiences of Empty Nesters 00:42:53 – Global Perspectives on Dating Issues Key Insights Involving Primary & Young Men Leaders: Leaders often struggle with keeping Elders Quorum and Relief Society members connected when they serve in youth or children’s organizations. Solutions include rotating members out briefly to lead discussions, utilizing dedicated group messaging apps, and holding casual home gatherings. Navigating the New Sunday Schedule: The transition to shortened 25-minute class periods brings anxiety, but leaders emphasize using official Church materials and maintaining realistic expectations while finding a new operational rhythm. Evolving YSA Dating Dynamics: Modern single adults face significant challenges in finding marriage partners due to shifting cultural values, delayed timelines, and differing personal or political priorities. Power of Informal Gatherings: Organic, non-assigned home study groups (e.g., Come, Follow Me or General Conference review groups) build deeper ward unity, psychological safety, and ministering opportunities than structured Sunday classes alone. Building Ward Culture: Leadership is fundamentally about culture-building. Leaders must proactively address secular cultural influences and create intentional spaces for gospel-centered connection. Leadership Applications Organize Organic Home Gatherings: Encourage members or leaders to host low-pressure home study groups (such as an empty-nester Come, Follow Me night) with snacks and informal discussion to strengthen local relationships. Rotate Out-of-Room Teachers: Elders Quorum and Relief Society presidencies can arrange substitutes for primary teachers once a quarter to allow them to attend adult classes or lead a discussion. Streamline Group Communication: Implement digital communication tools (e.g., GroupMe or Discord) to share ward event links and keep members serving in auxiliary callings informed on adult quorum activities. The award-winning Leading Saints Podcast is one of the top independent Latter-day Saints podcasts as part of nonprofit Leading Saints’ mission to help Latter-day Saints be better prepared to lead. Find Leadership Tools, Courses, and Community for Latter-day Saint leaders in the Zion Lab community. Learn more and listen to any of the past episodes for free at LeadingSaints.org. Past guests include Emily Belle Freeman, David Butler, Hank Smith, John Bytheway, Reyna and Elena Aburto, Liz Wiseman, Stephen M. R. Covey, Benjamin Hardy, Elder Alvin F. Meredith III, Julie Beck, Brad Wilcox, Jody Moore, Tony Overbay, John H. Groberg, Elaine Dalton, Tad R. Callister, Lynn G. Robbins, J. Devn Cornish, Bonnie Oscarson, Dennis B. Neuenschwander, Kirby Heyborne, Taysom Hill, Coaches Jennifer Rockwood and Brandon Doman, Anthony Sweat, John Hilton III, Barbara Morgan Gardner, Blair Hodges, Whitney Johnson, Ryan Gottfredson, Greg McKeown, Ganel-Lyn Condie, Michael Goodman, Wendy Ulrich, Richard Ostler, and many more in over 800 episodes. Discover podcasts, articles, virtual conferences, and live events related to callings such as the bishopric, Relief Society, elders quorum, Primary, youth leadership, stake leadership, ward mission, ward council, young adults, ministering, and teaching.
I denne episoden dykker jeg ned i Stephen Coveys intro til «Seven Habits of Highly Effective People», hvor han presenterer et kraftfullt bilde på forholdet mellom vårt indre kart og det terrenget vi navigerer i. Mange av oss går gjennom livet på autopilot, med et indre kart som er både utdatert og unøyaktig. Vi konfronteres med forvirring og usikkerhet når vi møter tankemønstre og emosjoner vi knapt forstår. Hvordan kan vi navigere effektivt i våre mentale landskap hvis vi aldri tar oss tid til å undersøke kartet?Covey minner oss om viktigheten av å ha et presist og fleksibelt indre kart. Uten dette er vi dømt til å gå oss vill, ta feil valg og gjentatte ganger oppleve stagnering i våre liv. Det er lite nytt i denne innsikten, men den er universelt relevant. Ved å bruke Coveys metafor om å orientere seg i en ukjent by, peker han på at vårt indre kart representerer hvordan vi forstår oss selv og vår plass i verden. Når vi ikke har et nøyaktig kart, kan vi ende opp med en stigmatisert tilnærming til oss selv, våre følelser og livserfaringer.Et annet sentralt tema er det Covey omtaler som distinksjonen mellom personlighetsetikk og karakteretikk. Mens personlighetsetikken fokuserer på quick-fix-teknikker og overfladiske strategier for å oppnå suksess, inviterer karakteretikken oss til å finne de dypere prinsippene som gir oss varig mening og retning i livet. Det er her de virkelige verktøyene for selvutvikling til syne kommer — ikke bare å lære seg taktikker, men å virkelig kjenne seg selv og navigere i livet med integritet og empati.Vi knytter også Coveys tanker til moderne psykologi, særlig mentalisering, som handler om evnen til å forstå tankene og følelsene som ligger til grunn for handlingene våre. Mangel på denne forståelsen kan føre til at vi mister evnen til å skape avstand mellom oss og våre tanker, noe som kan gi opphav til angst, tvangstanker og emosjonell stivhet. En person med spiseforstyrrelser kan for eksempel miste forbindelsen til sine egentlige følelser ved å bli besatt av eksterne faktorer som vekten.Videre diskuterer jeg Carl Jungs syn på symboler, som fungerer som broer mellom vår bevisste og ubevisste verden. Gjennom jungiansk psykologi får vi muligheten til å utforske og integrere sider av oss selv som ellers ville vært utilgjengelige. Dette er essensielt i arbeidet med å utvikle et nyansert og fleksibelt indre kart.I denne episoden ønsker jeg å legge et grunnlag for de kommende ukene, hvor jeg vil dykke dypere inn i hver av Coveys syv vaner. Ved å revurdere våre indre kart, styrker vi ikke bare vår egen selvforståelse, men også vår evne til å navigere i det komplekse terrenget av livets erfaringer. Vi må erkjenne at våre tanker og følelser bare er fortolkninger av virkeligheten, ikke selve sannheten. Å utvikle denne distansen mellom oss selv og våre tanker er hjertet i psykologisk vekst. Dette er invitert til en reise av selvrefleksjon og dypere innsikt som vi alle kan dra nytte av.Vil du ha mer psykologi og flere dypdykk i menneskets sjelsliv?Vil du har en praksis for selvutvikling og hjelp til å dykke ned i ditt eget indre liv?Da kan BeBalanced.ai være noe for deg! Hosted on Acast. See acast.com/privacy for more information.
Marianne Downing has a master's degree in Education (counseling) and began her career as a therapist before combining it with various roles within the nonprofit sector. She has been an entrepreneur since 2002. Since becoming a Latter-day Saint, Marianne served in the New Zealand Auckland mission, and as Relief Society president, counselor in her stake Primary presidency, stake Relief Society president, early morning Seminary teacher, and Young Women president. While living in Paris, France, she was called as part of a committee by the European Area Presidency to establish LDS Family Services in the French-speaking areas of France, Switzerland, and Belgium. She currently serves as a ward missionary. Alan Downing has a bachelor's degree in music from the Hartt School of Music. He sang professionally for ten years, including in synagogues and churches, while also working as an IT administrator with IBM, Verizon, and Wyeth Pharmaceuticals. He left the corporate world to become a life coach and has created several men's retreats and trainings. He has led or staffed well over 100 experiential retreats in the United States, Europe, and South and Central America. After his conversion as a Latter-day Saint, he served in the France Toulouse Mission, and has served in callings including as a member of his stake high council, elders quorum counselor, Sunday School teacher, ward finance clerk, ward and stake executive secretary, and many positions related to music. He currently serves as a ward music chairperson. Alan and Marianne are co-founders of the nonprofit organization, Discover Identity, and are both identity coaches. Alan is also on the board of the Utah Valley Interfaith Association and Marianne is a founding member of the Utah Valley Women Leadership Collaborative (now the Bolder Way Forward of Utah Valley). Alan and Marianne are the parents of a blended family of six children and 11—soon to be 12—grandchildren between the United States and New Zealand. Links Your Mission Aligned, nonprofit coaching services Discover Identity, nonprofit retreats Watch the video and share your thoughts in the Zion Lab community Transcript available with the video in the Zion Lab community Highlights Alan and Marianne Downing discuss the concept of identity and its significance in personal development and leadership within the Latter-day Saint community. They emphasize the importance of understanding one’s identity beyond roles and societal expectations, particularly during life transitions. Key Insights Identity Exploration: The fundamental question of “Who am I?” is central to personal growth. Identity is not static; it evolves through life experiences and transitions, such as changes in church callings or family dynamics. Deeper Understanding: True identity goes beyond titles like “mother” or “bishop.” It involves understanding personal values, beliefs, and what makes each individual unique. Belonging vs. Fitting In: There is a distinction between belonging (sharing core beliefs) and fitting in (conforming to external expectations). Leaders should encourage individuality within the community to enhance unity. Risk and Growth: Personal growth often requires taking risks and stepping outside comfort zones. Experiences, such as retreats, can facilitate deeper understanding and wisdom. Mature vs. Immature Identity: Immature identity relies on external validation, while mature identity is anchored in self-awareness and allows for flexibility and growth. Leadership Applications Encourage Individuality: Leaders can foster an environment where members feel safe to express their unique identities, which can enhance community strength and diversity. Facilitate Experiences: Organizing smaller group discussions or experiential learning opportunities can help members explore their identities and support each other through personal challenges. Model Vulnerability: Leaders should be open about their own identity journeys, demonstrating that it is acceptable to question and explore one’s faith and personal growth, thereby creating a culture of openness and support. 00:05:07 – The Concept of Identity 00:06:40 – Exploring Identity Beyond Roles 00:08:07 – The Depth of Identity in the Gospel 00:09:32 – The Paradox of Identity and Individuality 00:10:29 – Navigating Group Identity vs. Individual Identity 00:12:28 – Personal Experiences with Identity 00:15:00 – The Downings’ Journey into Identity Work 00:18:01 – The Importance of Self-Discovery 00:20:40 – The Role of Experience in Identity Formation 00:24:40 – The Balance of Self and God's Expectations 00:26:41 – Mature vs. Immature Identity 00:30:12 – The Role of Risk in Growth 00:32:15 – Experiential Learning and Retreats 00:34:22 – The Need for Community in Personal Growth 00:36:47 – The Importance of Anchors in Identity 00:39:14 – Embracing the Journey of Identity The award-winning Leading Saints Podcast is one of the top independent Latter-day Saints podcasts as part of nonprofit Leading Saints’ mission to help Latter-day Saints be better prepared to lead. Find Leadership Tools, Courses, and Community for Latter-day Saint leaders in the Zion Lab community. Learn more and listen to any of the past episodes for free at LeadingSaints.org. Past guests include Emily Belle Freeman, David Butler, Hank Smith, John Bytheway, Reyna and Elena Aburto, Liz Wiseman, Stephen M. R. Covey, Benjamin Hardy, Elder Alvin F. Meredith III, Julie Beck, Brad Wilcox, Jody Moore, Tony Overbay, John H. Groberg, Elaine Dalton, Tad R. Callister, Lynn G. Robbins, J. Devn Cornish, Bonnie Oscarson, Dennis B. Neuenschwander, Kirby Heyborne, Taysom Hill, Coaches Jennifer Rockwood and Brandon Doman, Anthony Sweat, John Hilton III, Barbara Morgan Gardner, Blair Hodges, Whitney Johnson, Ryan Gottfredson, Greg McKeown, Ganel-Lyn Condie, Michael Goodman, Wendy Ulrich, Richard Ostler, and many more in over 800 episodes. Discover podcasts, articles, virtual conferences, and live events related to callings such as the bishopric, Relief Society, elders quorum, Primary, youth leadership, stake leadership, ward mission, ward council, young adults, ministering, and teaching.
Elder Scott N. Taylor is a professor of Organizational Behavior holding the Arthur M. Blank Endowed Chair for Values-Based Leadership at Babson College, having previously taught at Boston University and the University of New Mexico. He holds a bachelor’s degree in Spanish from Brigham Young University as well as an MBA and a Ph.D. in Organizational Behavior from Case Western Reserve University. An award-winning educator and researcher whose work centers on leader assessment, executive coaching, and emotional competence, Scott has authored numerous scholarly publications and consulted internationally with dozens of major companies and government entities. Elder Taylor has served as an Area Seventy since 2022. His Church service includes callings as a missionary in the Spain Bilbao Mission, young single adult branch president, bishop, high councilor, stake presidency counselor, and stake president. Scott married Ashley Anne Boyter and they are the parents of four children and reside in Franklin, Massachusetts. Watch the video and share your thoughts in the Zion Lab community Transcript available with the video in the Zion Lab community Highlights Scott discusses the intersection of organizational behavior and church leadership. He shares insights on effective leadership qualities, the importance of creating a positive environment, and the balance between achieving goals and fostering relationships within church communities. Key Insights Outward Focus: Effective leaders prioritize the needs and well-being of others, creating a connection that fosters trust and engagement. Positive Environment: Leaders should cultivate a supportive and uplifting atmosphere, which enhances motivation and collaboration among members. Relational Leadership: Leadership is fundamentally relational; outstanding leaders are not necessarily the most technically skilled but excel in building relationships and fostering a sense of belonging. Cognitive Dynamics: The brain’s analytical and empathetic networks are antagonistic; leaders must be aware of emotional climates to encourage creativity and openness rather than stress and defensiveness. Charisma vs. Competence: Charismatic leaders can inspire hope, but relying solely on charisma can lead to overlooking effective leadership qualities that are not immediately visible. Leadership Applications Storytelling: Latter-day Saint leaders can use personal stories to illustrate the impact of ministering, helping members connect emotionally and understand the importance of their roles in the community. Cultural Focus: By emphasizing a culture of belonging and support, leaders can motivate members to engage in ministering efforts naturally, rather than through pressure or performance metrics. Awareness of Bias: Leaders should recognize their biases when selecting individuals for leadership roles, ensuring that they look beyond charisma and traditional expectations to identify those who truly embody the principles of effective leadership. The award-winning Leading Saints Podcast is one of the top independent Latter-day Saints podcasts as part of nonprofit Leading Saints’ mission to help Latter-day Saints be better prepared to lead. Find Leadership Tools, Courses, and Community for Latter-day Saint leaders in the Zion Lab community. Learn more and listen to any of the past episodes for free at LeadingSaints.org. Past guests include Emily Belle Freeman, David Butler, Hank Smith, John Bytheway, Reyna and Elena Aburto, Liz Wiseman, Stephen M. R. Covey, Benjamin Hardy, Elder Alvin F. Meredith III, Julie Beck, Brad Wilcox, Jody Moore, Tony Overbay, John H. Groberg, Elaine Dalton, Tad R. Callister, Lynn G. Robbins, J. Devn Cornish, Bonnie Oscarson, Dennis B. Neuenschwander, Kirby Heyborne, Taysom Hill, Coaches Jennifer Rockwood and Brandon Doman, Anthony Sweat, John Hilton III, Barbara Morgan Gardner, Blair Hodges, Whitney Johnson, Ryan Gottfredson, Greg McKeown, Ganel-Lyn Condie, Michael Goodman, Wendy Ulrich, Richard Ostler, and many more in over 800 episodes. Discover podcasts, articles, virtual conferences, and live events related to callings such as the bishopric, Relief Society, elders quorum, Primary, youth leadership, stake leadership, ward mission, ward council, young adults, ministering, and teaching.
Mindy Diamond on Independence: A Podcast for Financial Advisors Considering Change
With Josh Tomolak, Vice President of Independent Advisor Services, Diamond Consultants Louis Diamond and Josh Tomolak unpack today's IBD vs. RIA landscape, explaining what has changed, where each model excels, and how to determine which path best supports the business you want to build. In Summary The independent wealth management landscape has changed dramatically, making the decision between an independent broker dealer (IBD) and an RIA more nuanced than ever before. Louis Diamond welcomes Diamond Consultants' Vice President of Independent Advisor Services, Josh Tomolak, for a practical discussion of how the independent space has evolved, what truly differentiates the IBD and RIA models today, and how advisors can evaluate which path best aligns with the business they want to build. The Storyline Not long ago, the decision to become independent was relatively straightforward. Advisors either remained with a traditional firm or pursued independence through one of a limited number of models. Today, the conversation is far more complex. Independent broker dealers have significantly expanded their capabilities, offering stronger technology, larger transition packages, greater flexibility, and even pathways to RIA ownership. At the same time, the RIA ecosystem has matured into a sophisticated marketplace supported by multiple custodians, outsourced service providers, institutional capital, and enterprise platforms that rival many of the industry's largest firms. As these developments have unfolded, the traditional distinctions between an IBD and an RIA have become less obvious. Advisors evaluating their options are no longer simply asking whether they should become independent—they're asking which model best supports the clients they serve, the business they envision, and the lifestyle they want to create. In this Industry Update, Louis and Josh unpack the realities behind the IBD vs. RIA decision. They discuss where the two models overlap, where meaningful differences still exist, and why factors like service, technology, economics, operational responsibility, enterprise value, and long-term optionality often matter more than labels alone. Whether you're considering changing independent firms, launching your own RIA, or simply want a better understanding of how the independent landscape has evolved, this conversation provides an objective framework for evaluating today's choices—and preparing for tomorrow's opportunities. Topics Covered Independent Broker Dealer (IBD) vs. RIA models The evolution of supportive independence Technology investments across the independent space Transition support and advisor mobility Capital solutions and recruiting economics Business formation and enterprise value Launching an independent RIA Multi-custodial platforms and open architecture Minority investments and succession planning Future trends shaping advisor independence > Download a transcript of this episode… Listen and Learn Highlights for Advisors Why are already-independent advisors reconsidering their current model? (5:27) Josh explains why service, technology, economics, and growing optionality are causing advisors to reevaluate their existing affiliations. How have independent broker dealers and RIAs become more alike? (19:28) Louis and Josh discuss the growing convergence between the two models and why the distinction is becoming less obvious than many advisors assume. What really separates an IBD from an RIA? (25:04) A practical discussion of autonomy, compliance, flexibility, custody, economics, and advisor experience. What misconceptions keep advisors from launching an RIA? (36:29) Josh outlines the “Four Pillars” of launching an RIA and explains where advisors tend to either overestimate or underestimate the operational realities. Which advisors thrive most in each model? (33:12) The conversation explores why there isn't a universally “better” model—only one that's better aligned with an advisor's goals. What trends are quietly reshaping independence? (42:13) Minority investments, enterprise value, business formation, and changing revenue models may have an even greater impact than advisors realize today. Key Takeaways Independence has evolved from a destination into an ongoing strategic decision. Independent broker dealers have significantly improved technology, transition support, economics, and flexibility. The RIA ecosystem has matured into a highly sophisticated marketplace with broad outsourcing and support options. Choosing between an IBD and an RIA should begin with long-term business objectives—not industry perceptions. Building a valuable business depends more on business structure and scalability than simply growing assets. Advisors considering independence should evaluate models with an open mind rather than relying on outdated assumptions. The next decade will likely bring continued convergence between independent business models. https://youtu.be/jHDVso2TsmQ Quotable Moments “The question is no longer, ‘Do I want to go independent?' The question is, ‘What kind of independence makes the most sense for my clients, business, and goals?'” “Business formation is far more important than assets under management.” “The way you build your business will ultimately determine how valuable that business becomes.” “Everything in an RIA is going to cost you either your time or your money.” FAQs Is there still a meaningful difference between an IBD and an RIA? Yes. While the two models increasingly overlap, they differ in areas such as flexibility, compliance structure, operational responsibility, economics, and control. Why are more independent advisors changing firms today? Improved technology, stronger transition support, evolving economics, and better service models are prompting many advisors to reassess whether their current platform still fits their business. Is launching an RIA easier than it used to be? Yes. Supportive independence, outsourced service providers, and improved custodial resources have significantly reduced many of the historical barriers. Does every entrepreneurial advisor belong in the RIA model? No. The best fit depends on an advisor's appetite for ownership, customization, operational responsibility, and long-term vision. What matters more: assets under management or how the business is built? Josh argues that scalable business formation often has a greater impact on enterprise value than AUM alone. What's the biggest mistake advisors make when evaluating independence? Starting with assumptions instead of objectives. The most effective due diligence begins by defining the business you're trying to build, then identifying the model best suited to support it. Yes. While the two models increasingly overlap, they differ in areas such as flexibility, compliance structure, operational responsibility, economics, and control. Improved technology, stronger transition support, evolving economics, and better service models are prompting many advisors to reassess whether their current platform still fits their business. Yes. Supportive independence, outsourced service providers, and improved custodial resources have significantly reduced many of the historical barriers. No. The best fit depends on an advisor's appetite for ownership, customization, operational responsibility, and long-term vision. Josh argues that scalable business formation often has a greater impact on enterprise value than AUM alone. Starting with assumptions instead of objectives. The most effective due diligence begins by defining the business you're trying to build, then identifying the model best suited to support it. Related Resources IBD vs. RIA Comparison Guide IBD vs. RIA Revisited: Two Independent Pathways for Advisors to Consider NOTE: The views and opinions expressed by the guests on this podcast are their own and do not necessarily reflect the views and opinions of Diamond Consultants. Neither Diamond Consultants nor the guests on this podcast are compensated in any way for their participation. View the transcript of this episode… IBD vs. RIA: A Special Industry Update on Independence A conversation with Louis Diamond and Josh Tomolak, Vice President of Independent Advisor Services at Diamond Consultants. Louis Diamond: Welcome to the latest episode of our podcast series for financial advisors. Today’s episode is IBD vs. RIA: A Special Industry Update on Independence. It’s a conversation with Josh Tomolak, our Vice President of Independent Advisor Services. I’m Louis Diamond, and this is the Diamond Podcast for Financial Advisors. Mindy Diamond: At Diamond Consultants, we help elite advisors identify the right environment for their businesses to thrive, whether that’s at a wirehouse, boutique, or independent firm. With nearly three decades of experience, we’ve guided thousands of advisors and represented more than a quarter of a trillion dollars in assets transitioned. And each year, one in four advisors managing a billion dollars or more who change firms are our clients. Our process is education driven and based on building relationships, starting as your strategic partner well before you’re even thinking of a move. To schedule a confidential conversation, call us at (908) 879-1002. Wondering why advisors change firms and where they’re headed? Are transition deals going up or down? Those very questions and more inspired us to create our annual advisor transition report. It’s the award-winning data-driven resource designed for advisors that connects the dots between the motivations around movement and the firm’s appetite for top talent. Arm yourself with the knowledge you need to make smart decisions. Download your copy at diamond-consultants.com/transitionreport. Louis Diamond: For a long time, going independent would suggest the destination. Today, it’s often the beginning of a different conversation. As the independent space has matured, advisors have more choices than ever before. Broker-dealers have expanded their capabilities. The RIA ecosystem has become increasingly sophisticated. Capital is more readily available and support models now exist that would’ve been difficult to imagine a decade ago. The result is that many advisors who are already independent are taking a fresh look at whether their current affiliation still aligns with what they’re trying to build. My guest is Josh Tomolak, Vice President of Independent Advisor Services here at Diamond Consultants and our resident expert on independence. Josh spends his days helping advisors evaluate independence in all its forms from independent broker dealers, the fully independent RIAs and everything in between. And his knowledge is critical because the distinction between these models is often blurred. Many broker dealers now offer pathways to greater autonomy while supported independence has made RIA ownership more accessible than ever before. So the question is no longer simply, “Do I want to go independent?” The question is, “What kind of independence makes the most sense for client, business, and goals?” Josh shares what he’s seeing across the landscape, the misconceptions that continue to shape advisor thinking and the factors that matter most when evaluating the next chapter of an independent business. There’s a lot to discuss, so let’s get to it. Josh, thanks for joining me today. Joshua Tomolak: Thanks for having me, Louis. It’s a real privilege to have come. This is a full circle moment for me going from being a student of your podcast, to working alongside you, to being a guest. So I appreciate you having me. Louis Diamond: Amazing. I’m excited for this one too, because you have a fresh and in the weeds perspective that a lot of our guests simply don’t have. So why don’t you start off, you spend your time helping advisors evaluate independence every day. So working with advisors who are already independent, for the most part. And to me, it feels like the independent space has really evolved dramatically over the last decade. I mean, this podcast is really the epicenter of that to prove that out, but give us a little background on your past roles in the space and then we can get into what you’re seeing right now. Joshua Tomolak: Yeah, I’d be happy to. So I took a very non-traditional path into wealth management. I spent a decade as a deep sea Navy diver, and upon completing my service there, I ended up working for TD Ameritrade. And in my role there, I spent about six years doing nothing but helping financial advisors explore the RIA space, whether that was to join or partner with an RIA, sell to an RIA, or in most cases, launch their own RIA. And one of the things that I ultimately came to terms with is it’s just not the right model for everybody. While I’m a huge advocate for it, we would often lose business to the major broker-dealers of the world. And at the time, I really didn’t understand why. In the last six years at Diamond Consultants has been a very interesting purview into what a lot of the broker-dealers have done and are doing to make themselves more RIA-ish and be very compelling to the right advisor. Louis Diamond: Perfect framing. Your background is incredibly germane to the folks you work with. So let’s start off with the softball here. What are you seeing right now? Joshua Tomolak: It’s not so different than the rest of the industry, the wirehouses, the regional firms, things of that nature, that if you took 10 firms, they’re all likely to go different directions, even if they were identical practices. That could be… A third would go from an independent broker-dealer to another independent broker-dealer. Certainly the supported RIA space is growing every day and has created a lot of very fun and unique solutions for advisors, very customized and curated. And then I think there’s still a lot of really great sophisticated teams and individual contributors that are making the decision to go hyper entrepreneurial and launch their own individual RIA. So the movement’s really all over the board from my perspective. Louis Diamond: It does feel like it’s no longer independence is an alternative option or it’s on the fringes. It’s very front and center whether for breakaways, which is a big topic on our podcast, but in general, the infrastructure has become much, much more sophisticated today than ever before. Advisors have way more tools in their toolbox to serve clients, whether in the private markets or through technology. And it’s no longer that if an advisor’s independent, they’re in the minor leagues where they don’t have the same ability to serve clients like they did if they’re at a big bank or a private bank or a wirehouse. Do you agree? Joshua Tomolak: I absolutely agree. And I’m reminded of a question I got one time from a great team that I worked with in New York. They asked me, “Are there really more options than ever before? Because all we see is one firm selling to another.” And I think that’s a really great point. There’s far less broker dealers on the street than there were even five years ago. But for every Commonwealth, for example, that sells to an LPL, up pops three or four really cool private equity-backed, sophisticated RIA platform firms that are built to service their own unique advisor base. Louis Diamond: I think that’s right. Sitting on the sidelines, sitting on top of everything going on in the industry, I feel like capital is always an interesting topic forever. If an advisor wanted to move within the independent world or break away from a big firm to go independent, the only way to get capital was to go to an independent broker dealer. So we still see that, but I feel like today between all these minority acquisition opportunities, we’re seeing firms acquire practices at time of transition, which is somewhat new. There’s debt solutions, recruiting deals are way up for firms that are paying forgivable loans. RIAs now would, in some cases, will pay a forgivable note. What are you seeing there as far as the availability of capital and just deals in general? Joshua Tomolak: It’s a great question and I didn’t want to take the low-hanging fruit, but capital’s been a huge innovation, I guess, in the last five years I’d say. Just to give you rough quotes, please don’t hold me to it, but traditional transition broker-dealer deals were five years ago, 40 to 60% of Trailing Twelve revenue today are somewhere between 90 and 120%, sometimes north of that for the right team. That’s really meaningful money for the team that is thinking about foregoing a wirehouse deal, for example. I’d also say a lot of these firms are getting hyper-creative in how they solve for capital. The minority investment piece that you mentioned is very interesting. We’re seeing a lot of privatized forgivable notes in the RIA space where third-party or private lenders are basically lending the money and the RIA is making the payments on that forgivable note as long as the advisor is affiliated with them. So there’s been a recognition among the RIA space to get away from the, “Oh, they just took a check” type of mantra, and to say, “Look, I understand there are capital needs. These people are taking a risk. We need to solve for that.” So we’ve seen a lot of that in the marketplace. Louis Diamond: Very interesting. I think another thing financially, and then we’ll keep the train moving, that I know I’ve seen, and maybe you can weigh in if you’ve seen the same, is the cost to an advisor or a business owner to join an independent BD or to join an RIA has come way down, probably in part because of Schwab going to zero on trading. That’s been a catalyst. But it feels like we used to say independent BDs were expensive relative to the RIA world. And in some cases, they certainly could be. And if you’re at scale, maybe you can pick up a point or two being in the RIA world versus a BD. But when you have some of these BDs that have a basis point admin fee or no admin fee at a certain size and the payouts I feel like are similar, maybe have gone up a little bit, but it’s more so like the administrator fees, the platform fees, the program fees. Anyone who’s not in that world, it’s like, “What are you talking about?” But basically the way that these broker-dealers make money, it seems like there’s been a pretty big differential in the exchange of value where advisors now get more services, better technology, get more money to join them and get it at a lower cost. Do you agree? Joshua Tomolak: I absolutely agree. I think that maybe that’s one of the larger changes that we’ve seen, and it’s probably one of the benefits from a lot of the industry consolidation on that independent broker-dealer side. The economies of scale of these folks have allowed them to increase their tech spend, increase their service capacities all while offering it to the advisors at a cheaper price. And when I was at TD Ameritrade, one of the biggest pitches was the idea of a 100% payout and you control the fixed expenses, your technology compliance, et cetera. But what’s changed is that broker-dealers are pretty darn comparable on the expenses. All of those admin fees and things you mentioned will still exist, but they’re on a much smaller scale. And I think the question a lot of advisors are asking is, “Am I getting congruent value from my broker-dealer for what I pay for?” And while that answer might’ve been no a couple years ago, today the answer is more often yes. Louis Diamond: Yeah, I would agree. A lot of times we work with advisors who are starting an RIA or affiliating with an RIA or going to a BD and they see how big the deals are in the independent BD world and the payouts are really high and the fees are relatively low. And honestly, it is a hard decision or calculus to make, like, “How does it make sense for me to turn down this extremely lucrative deal when my ongoing economics are going to be somewhat similar in the BD world versus in the RIA space?” I think it’s just an interesting dynamic and we’ll get more into that distinction. One of the stars of the show right here is we’ve seen a ton of advisor movement across the industry. Our annual advisor transition report said that in 2025, over 11,000 experienced advisors changed firms, which is a large number. A lot of those numbers are within the independent world. So advisors who are 1099 through a BD or through an RIA transitioning to another platform or organization or starting an RIA. So why do you think we’re seeing so many advisors reconsider their current firm or their platform or their broker-dealer today than in years past? Joshua Tomolak: It’s a jarring number. 11,000 is definitely a significant amount of advisor movements. To me, it comes down to a few things, but I will say that it’s almost always a conglomeration of pushes and pulls. Pushes being inherent frustrations with your status quo, pulls being the new sexy, shiny things that you see in the marketplace that could be really impactful for your business. To me, it typically comes down to one of three things, at least on the push front, that drives advisors to movement. Service being number one, technology being number two, and economics being number three. And if we were just going to unpack those, I think service being, “Can you call somebody that knows your business, that knows your name? Are you getting the correct answers? Are you being pushed through a phone tree? And even if you’re not doing it, is it taking up a meaningful amount of time of your staff’s free time?” On the technology front, there’s very significant tech spends happening in the industry right now. I think Raymond James and LPL reported, for example, they spent 500 million in 2025 on a tech spend. So advisors are going to the places that are making their life easier. People are looking for a mechanism to really scale their business without having to add staff and a lot of expenses to the bottom line. And technology is just the fastest, most efficient way to do that most times. And then economics, certainly a lot of advisors and teams have built phenomenal businesses and they’ve made a great living without really stressing out about the economics. And they eventually get to a point in their business where what they were giving up as a million dollar producer is far different than what they’re giving up as a $4 million producer. And back to the congruent value, it perhaps stops to make as much sense. Louis Diamond: Well said. I always say when the cost-to-value ratio is out of whack, that’s when advisors sit up and take notice. And not to name names of firms, but there definitely are firms that are more expensive. And even if you look at how much a wirehouse or a Ed Jones advisor paid their firm, it’s like, “What got me here is not necessarily what’s going to get me there.” And while the name on the business card, the resources were incredibly impactful, and I’m so grateful for what my firm, my broker-dealer did for me when I was just starting or when I was smaller. Now the business is bigger, I rely upon different resources or I don’t need the firm as much. So I’d rather plow the cost savings either into income for myself or invest it in areas that are most germane to my business. And it’s usually when that kind of light bulb moment goes off, that’s one of the major pushes that cause advisors to evaluate other options. So I agree with you, those are the major push factors, but then what are the pull factors? What are the major advancements or changes across the independent space that’s causing advisors to say, “Hey, okay, I might have some frustrations, but at the same time, I also need to find something that’s more than marginally better than the firm I’m at. Otherwise, why am I going to go through the hassle, take the risk, et cetera? So what are some of the pull factors that advisors are latching onto today? Joshua Tomolak: Sure. And I might say with one final push factor, there’s a straw that breaks the proverbial camel’s back when you’ve been told for however many years that this change or that change is coming down the pipeline and it never happens. And it translates well into the pull factors is do they do what they say they’re going to do? The talking points really for the pull factors are exactly the same. So the counterpoint to service is perhaps having a direct relationship with the chief compliance officer at a firm or having a dedicated service representative that knows their stuff inside and out and can get you the answer even if they don’t know it off the top of their head. Having the technology to rebalance a household in two clicks instead of two hours. In economics, I think it’s really a transparency of economics. We’ve both worked with some really significant firms that have looked at their P&Ls and said, “where the heck is the money going?” And we’ve looked at the same P&Ls and said, “I have no idea,” because it’s so convoluted. People are happy to pay for good service, good technology, good products, but they just want to know where the money’s coming from. So I think it’s a yin and yang. The same things that they’re the push are often the pull. Louis Diamond: Definitely. I’ll give you a couple other from my perspective. I’ll say first specific to the independent BD world, and then we’ll dive into the RIA, I think it’s a little bit different. But I think some other will say innovations or changes that are causing advisors to really perk up and listen and really make the case to themselves that life will be better at this new organization than the status quo or staying put. We’ve seen major advancements in transition support, whether it’s being able to do a transition without a shred of paper, being able to… I mean, we’ve seen some independent advisors move their entire book within two weeks, which never would’ve happened before. So the firms that I’d say are playing offense, the larger firms that are winning, they have insane headcount around transitions and are always investing in technology, whether now on the AI front or in general. And we’ve seen transitions, they’re never easy. So that’s not a comment to say it’s easy, but a lot of the friction, a lot of the manual work has been taken away, which is massive. You definitely mentioned the significant technology spend. I mean, just the innovations going on across the industry. There’s definitely some firms that are laggards on technology and others that are light years ahead, whether because their tech is more integrated or they’ve built out their platform to be more, we’ll say modular, to plug in different third-party softwares where an advisor can really customize and create their own tech stack. I think there’s been some changes on compliance. It used to be if you’re at an independent BD, you had to be the OSJ by yourself or you had to roll up under an OSJ. But now most BDs offer home office supervision, so a big friction or pain point is taken away. And then I’ll give you a bridge to talk about what we’re seeing on the RIA side. But we’ve also seen, I would say, a real blurring of the lines between what you would traditionally think of as an independent broker dealer versus what was an RIA. So whether it’s an internal pathway where it’s like, “Start off on our independent BD platform, get the big deal, get the support, but then you can ditch that and just use this as a custodian or you can sell the business to us when you want to retire and convert to W2.” So in that vein, transitioning internally to an RIA, give me the same points like, “What are the major advancements or changes you’re seeing on the RIA side today?” Joshua Tomolak: I love that you said that because it’s been one of the most interesting changes to watch. Independent broker dealers becoming more like RIAs, and to your point, being more flexible, having more optionality, a more curated experience in some cases. And in many cases becoming closer to independent broker dealers with some of these massive shops that we’ve seen be created over the last five years that now have hundreds, if not thousands of advisors. To your question on the internal RIA slide as we sometimes call it, this really didn’t exist many places a few years ago. And I think it’s been created as both originally a retention tool in many places for the advisors that were with a major independent broker dealer and they ultimately wanted to have their own ADV and their own RIA. And the firm didn’t want to lose all the assets to an independent custodian so they gave them the green light to… And it’s ultimately became a sales tool in many cases. Just to use a couple of examples across the industry, I mean, Raymond James has Raymond James Custody Services, which has attracted a lot of really sophisticated teams. I know Wells Fargo Finance done something similar and even the counterparts over at Cetera and Osaic are trying to do the same thing. So it’s a recognition in my view that we want to keep the best talent possible. And if these folks are ultimately going to go RIA anyway, it’s less about the money and more about the flexibility and control that it offers them. So what can we do to keep those folks on board? And rightfully so, a lot of senior management of these firms have said, “Let’s not lose these teams. It’s going to be a lower margin business for us, but at the rate that they’re growing, it’s going to pay off in the long run.” Louis Diamond: Well said. RIAs are now more mainstream. And some of these RIAs, they’re either resembling independent BDs or I would even go so far to say the valuations that are even publicly available on some RIAs is definitely having people take notice. I mean, Cerity Partners recently raised capital at an over $8 billion reported valuation. Crescent was well over a billion. Firms like Mariner, Creative Planning, Mercer, Wealth Enhancement Group, and there’s many that I’m missing, are all worth a couple billion dollars or more and growing. Do you think that’s had an impact on the legitimacy or the staying power of the RIA model? Joshua Tomolak: Oh, absolutely. There’s no doubt about it. I mean, those groups that you mentioned and many more are winning some of the biggest teams on the street. I mean, if you pull up a run-of-the-mill advisor hub article, for example, you’ll see as many of those RIAs win significant businesses as you will their broker-dealer counterparts, partially in my opinion, due to the massive valuations these firms are fetching. And it’s much more of a partnership in the sense that joining a Crescent or a Wealth Enhancement Group, as you mentioned, you’re a part of a boutique group of maybe a couple of hundred very sophisticated high-producing advisors all playing under the same banner, all rowing in the same direction, and that creates substantial growth. Louis Diamond: Exactly right. I think two other things to me that’s driving the legitimacy or the growth of the RIA segment, there’s so many different outsourcing solutions that have popped up, whether it’s more of a… We’ll say a bundled or a package outsourcing solution through firms like Dynasty and Sanctuary. LPL has done a ton with having a shared services outsourcing model. So you have those. But you also have, I mean, probably 10 different firms I could think of that can be an outsourced chief compliance officer. You have tons of marketing agencies that specialize in helping RIAs. You have all these FinTechs popping up to support the RIA space. Really, it’s like anything and everything can be outsourced now. And even the big Wall Street banks like UBS, Merrill, et cetera, they’re attempting to sell and distribute product into the RIA space. Venture funds, private equity funds, anyone you talk to is trying to get a piece of the RIA space, which means there’s more product and platform availability than ever before. And I think it’s massive because one, it’s a catalyst for teams who say, “I love everything about the RIA world. I just don’t want to do it on my own,” or, “I don’t know where to start.” But also it means that they can look their clients in the eye and say, “Hey, not only do I have the same stuff that I had for you at XYZ firm, I can actually do more for you.” And even if you look at what the custodians are doing on the lending side now, Schwab owning a bank is massive and being able to facilitate mortgages, securities-backed loans, things that didn’t really exist in the past. I think it’s a very exciting time for advisors either that are independent or are considering the independent space because you have all these choices and it’s really like, “Choose your own adventure. Give me your top five things you want.” I’m sure it exists and we can find it and make it happen. And I don’t think we’d have the same confidence in that statement 5, 7, 10 years ago. Joshua Tomolak: I couldn’t agree more. That’s such a huge development is the marketplace of third party vendors in any kind of capitalism environment. There’s problems that people encounter and there’s really smart people that are trying to make a lot of money that go to market to solve them. And we’ve seen a ton of that over the last few years. Louis Diamond: Exactly right. Yeah, it’s like also… If an advisor looks around and says, “Hey, this is what I want,” and it doesn’t exist, oftentimes that’s a light bulb moment to be like, “Okay, I’ll go build it. I’ll do it on my own.” Whether it was Stewart Partners when they launched a number of years ago or Hightower, Dynasty, et cetera. They were all started by people that said, “Hey, I see a big gap in the ecosystem. Let’s create a business and raise capital to go solve it and then deliver this service to other like-minded advisors or business owners.” Honestly, it’s a treat to be able to watch all this happen in real time. We probably should have laid the groundwork with this next question, but I think it’s an important one. What’s the difference between a independent broker-dealer and an RIA? Really basic foundational. It sounds like the lines are blurred. There’s probably a lot of similarities. Advisors are successful in both. It’s not like one’s better than the other. How would you explain the differences, if a client of ours asked, “What’s the difference between an independent broker-dealer and IBD versus an RIA”? Joshua Tomolak: Get into the core of it. Again, the lines are blurred, and I’ll stay very high level on the strategic differences, but I like to use this example. I drive a Toyota Tundra. Really like the truck, gets me from A to B. Now, if I were getting to a point where I wanted a new vehicle, if I were to go get another Toyota Tundra because I really like a lot of aspects of it, but I want the one with the bigger screen and the bigger tires and the power seats, and I have rolled down windows because I have a fear of drowning. But if I want a lot of the bells and whistles, but I want to keep the foundation, that’s what I align to a independent broker-dealer to independent broker-dealer. You like the foundation of everything all under one roof. You like a lot of the resources, but you have some meaningful frustrations and you want to see if another provider in the market can solve for those or you can upgrade. If I instead, Louis, decided that I wanted a sports car or a Jeep Wrangler or something, I would be looking at a different category altogether. That’s how I articulate the platform space. They provide the same services and support in many cases that an independent broker-dealer does, think of marketing and a tech stack and regulatory oversight and a fellowship in a community, but they’re built on an RIA TC registered chassis. They’re typically far more customized so you can shop the street to get a lot more of the things that you like, though you are walking away from maybe some of the things that you’ve liked in the independent broker-dealer model. So I guess that’s the highest level I might explain it, just a little bit more minutia in any broker-dealer is going to be a FINRA registered, FINRA member broker-dealer. So they’re subject to the FINRA rules, which basically means it’s the compliance interpretation of those rules that they have to follow. So LPL’s rules may be slightly different than Cetera’s than Ameriprise’s because it’s based on their interpretations of the rules. In the RIA space, everybody really operates on the fiduciary standard. So it’s just a different lens that from a compliance standpoint, business is looked at. And a lot of people would make the argument that it’s just easier to get things done when you’re looking at something from that lens. I might’ve gone too compliance nerd on you there, but I’d be curious what you think some of the major differences are. Louis Diamond: Yeah, I think that’s right. I mean, it sounds like if you’re in the RIA world in some capacity that you as the advisor or business owner are going to have a little bit more control and autonomy and flexibility. One, do you think that’s true? And what are the reasons why that is? Is it platform? Is it strictly just compliance is easier? What are the different ways that an RIA would have more or less flexibility than someone who’s with an independent BD? Joshua Tomolak: Yeah, I think it’s overwhelmingly true, but it certainly depends on your business. Within most RIA platforms, you’re going to be one of a couple dozen, maybe a couple hundred, where you’re going to have people within that firm that really know your business. So the experience in getting things done is much less about, “Can I do this,” or, “Can I not do this?” And it’s, “Louis, I understand you asked for this. We’re going to run into these issues, but let’s figure out how to get to yes.” So it’s far more curated by people that are not operating on black and white rules and can actually figure out how to get to yes for your business. The other thing I would say is that most significant RIA platforms have multiple custodial options. So many times you’ll see as few as two or as many as five. So if an advisor or a team is trying to bring on a new piece of business or do something creative, that might be something they can use a different custodial relationship to accomplish. It might be something that Goldman Sachs does really well but is in its infancy at Fidelity, or it might be international business that’s approved on Pershing’s platform but not Schwab’s platform. So the RIA partner that you’re with can really look at those custodians agnostically and say, “What’s the best home for this business? What’s the best way to get this done for Louis?” There’s a couple examples of where I see the flexibility in practice. Louis Diamond: Yeah, I think one more too would be the concept of being able to shop the street. I’ve heard it described as becoming a buy-side advocate for your clients versus being a professional seller. So meaning, if I’m affiliated with an RIA or I’m operating my own RIA, there’s no selling away like there is at a wirehouse or at certain BDs. So if I have a client who’s trying to get a $10 million loan for a new building that they’re breaking ground on, if I’m at UBS, Merrill, Morgan Stanley, captive to a BD, I can go to my firm and say, “Hey, this $10 million loan, here it is. What are the terms? What are the rates? Will you take on this business?” And the firm will say, “Yes. No. Yes, here are the terms. Here’s the caveats, et cetera.” But it’s a very closed market process and an advisor has to live and die by what their firm says. Versus in the RIA world, it’s, “Okay, I have relationships with nine different banks and I can go to these different banks and private credit funds and whoever and really create either an option process for my client or really just help them in a fully agnostic open way.” And we see the same thing when it comes to alternative investments. No one at a wirehouse, let’s say, is complaining that they don’t have enough alts that they can offer clients. Those firms have done an amazing job with really boiling the ocean and having tons and tons of options for private investments, hedge funds, et cetera. But if you’re in the RIA world, you can take it to the next level and say, “Hey, this $3 million startup company that my friend is starting, I’m going to help them raise capital,” or, “My client wants to get a syndicate of investors together to have a direct investment into a qualified opportunity zone fund that they’re starting. Let’s do it when we can advise on it.” So it really expands what an advisor is able to do on behalf of clients. Like to me, that’s the most interesting or exciting part of the RIA model. You can get some of that within the BD world, but to me, when an advisor’s business becomes more sophisticated as far as what their end client’s needs are, it tends to translate better to the RIA world than the BD world. Not to say there aren’t ultra-high net worth focused advisors at BDs, but because of that additional flexibility, autonomy, customization, et cetera, that speaks more RIA. So again, absolutely not down at all on the independent BDs because I think there’s a massive home for them. Josh, let me turn it back to you. I’m rambling now. Give me the pitch for an independent BD. What are the things that are misperceptions that people have? What are the advantages that an independent broker dealer like an LPL or a RayJ or a Cetera have over RIAs or over other models in general? Joshua Tomolak: Absolutely. And I’d say I’ve learned more over the last six years from some of your ramblings than most people learn in an MBA course, so keep doing what you’re doing. But it’s funny being in this position now, having spent so much time sort of selling against the IBD model within TD Ameritrade, but what I’ve learned is it’s a good home for everybody. And a lot of times the advisors that they’re entrepreneurial enough where they like having their name on the door, but they’re not so entrepreneurial where they want to build everything out themselves, that’s where the independent broker dealers absolutely kill it. Their economics have gotten to a point where they’re really competitive. They offer transition capital that isn’t even going to be comparable in the RIA space unless you’re selling a minority share of your business. And you mentioned LPL, or we could really list all of the major ones, there’s not a department that they don’t have. It could be as nuance as finding 403(b) payroll slots or it could be as mainstream as fixed income or setting up events. There are all kinds of really neat departments that these all under one roof independent broker dealers have invested in. And a lot of times they make an effort to make you very much aware of all of the support because most people don’t use it. So I would say for the advisors that are looking to get their improved Toyota Tundra, then you can get probably 70 or 80% of what you want within the independent broker-dealer world. And you can also keep 20 or 30% of the stuff, maybe more that you really liked at your previous firm. So I think that’s where it really shines. I sometimes call it an incremental change rather than a transformational change. But for many advisors, incremental is really good enough if you get to keep the familiarity of how you’ve been doing business for the last 20-some years, but you’re able to get net improvement on the things that were really bothering you. Louis Diamond: Well said. Something that I’ve seen that’s been… I guess this could be either pro or con depending upon the advisor, but with some broker dealers, letting an advisor co-brand with them or really having a real consumer-facing brand, whether it’s, “I’m a franchise owner with Ameriprise,” or, “I’m independent through Raymond James,” or, “Running my own practice through Wells Fargo FiNet,” or, “I’m independent with Northwestern Mutual.” There’s definitely some brand cache or brand familiarity with some of those firms that may or may not be the same if you’re in the RIA world. So I would agree there’s a lot to like about the independent BD world and there’s a fit for people that is absolutely better with independent BDs than on the RIA side. Even if some people would say RIA is better, we’re cleaner, I wouldn’t say that. To me, it’s all about what an advisor’s goals are and then matching that up with what these firms do. And there’s never a perfect option. I jokingly say, “If there was a perfect firm, we wouldn’t be in business.” Every firm has their advantages or disadvantages. And depending upon where an advisor’s coming from, their style of business, their pain points, that’ll match up really well with on firm or one type of firm or one model than the other. Let’s pivot a little bit to the RIA world. A lot of your comments have been more about advisors affiliating or joining RIAs, this whole supportive version of independence concept. But what about advisors who want to go and start their own RIA? Either they’re leaving a captive firm and taking the entrepreneurial route and starting their own firm, or they’re leaving an independent BD to go start their own RIA. What do you see as some of the biggest misconceptions that advisors have about that move? Joshua Tomolak: That’s probably my favorite topic because there are the most misconceptions I think in this space. Louis Diamond: I’d agree. Joshua Tomolak: And I would say there’s 9 out of 10 conversations that I have with advisors and teams, they start off with the launching an RIA in mind or at least RIA curious and they want to understand what’s out there. And probably less than half the time do these folks end up actually launching their own RIA, which is okay because the ones that do are massively successful and they know they’re dang sure that’s exactly what they want to do. I think it gets a little bit romanticized sometimes that they’ll say, “Oh, I’ll just give Schwab a call,” or, “I’ll just give the custodian a call,” as if they were shopping independent broker dealers. That’s fine. You can do that and they will help you, but there’s quite a bit more to think about. And it’s not, in my opinion, the same as evaluating independent broker dealers. If it’s all right, I was taught the four pillars of the RIA model. I can go through that with you really quickly. So the way to think about the RIA space is in four pieces. And shout out to a friend, Eli Suarez, that taught me this years ago. The first pillar… Thinking of four pillars on a bar stool, if you will. The first one being administration. And this is your compliance, this is setting up your ADV, your LLC, all of your business formation documents. The second piece being technology, what do you actually want to use? Because the benefits of the broker-dealer world and the supported independent world is they’ve already built it for you. They’ve already paid for it and scraped their knees building it. In this case, you have to. And for some people, that’s really exciting to source financial planning software and portfolio management software and your CRM and tax software, et cetera. For some people, it just sounds like a huge headache. The third pillar being custodians. I have them third because you want to make sure that the right custodian can integrate properly with the technology that you’ve sourced that you’re passionate about. And then ultimately transition. What does a transition really look like? What are my legal and regulatory requirements? How does this work? What are the timelines? Things of that nature. So I guess I would say in closing that if those four things are things that you really want to own, then you’re in a really good position to consider an RIA launch. What do you think, Louis? Louis Diamond: I think that’s a great framework to break it down. Not just be like, “Okay, I can tolerate that,” or, “My team can do it,” but I think you have to be pretty excited about rolling up your sleeves and customizing and doing it yourself because in our experience, there’s a nominal differential between the economics of running your own RIA versus affiliating with an RIA or going to an independent BD. All the extra work and responsibility, you’re not really going to make it up, at least on the front end, on a higher net payout. So it has to be more about what the model means to you and having a vision that you don’t think anyone else can accomplish other than yourself. And looking at that crazy ever-expanding Michael Kitces’ FinTech map and there’s 500 different logos on it and being like, “Yes, that’s what I want. I want to go through this. I want to pick the seven pieces of my tech stack that work for me,” rather than getting, “Here’s the tech stack, take a demo, you like it, you don’t like it, take it or leave it.” To me, the two biggest misconceptions people have about the RIA world is one, “I’m going to have to be a full-time chief compliance officer,” and just that compliance is this boogeyman, this terrible, scary thing. In some ways it is. But the reality is most, especially startup RIAs will fully outsource compliance to a firm or they’ll hire a compliance consultant or firms that are big enough even will hire a CCO or repurpose someone on their team to be CCO. But compliance is much more streamlined and simpler than BD compliance. And ultimately, it’s compliance that’s being built for your business rather than compliance that’s being built for a publicly traded multinational company that supports 20,000 financial advisors. So I think compliance is always a big misconception. It’s definitely what a lot of firms will pry upon when they’re saying like, “Oh, you’re going to own all the legal and regulatory requirements. You could, but it’s definitely not a requirement.” And then I think another one is folks sometimes underestimate and overestimate the operational burden and how much work it is to start an RIA. Sometimes people just… They’re perfect for the RIA world, that’s their goal, but they get stopped in their tracks. They don’t really know what to do. But what we’ve seen, we said it earlier with so many different outsourcing solutions and different service providers that have popped up, if you have the fire in your belly to go build something, it doesn’t mean you’re doing it by yourself. I mean, that’s what firms like ours do. The custodians are very helpful. On the flip side though, I have seen advisors chasing payouts say, “Hey, I’m just going to go start an RIA because I want to make another 1 to 3%,” or whatever it comes to and they drastically underestimate what it really takes to build a successful firm. Joshua Tomolak: Exactly right. I think that’s my favorite one, Louis, overestimating and estimating the operational burden there is you could have the same conversation with two teams and it can go the completely different direction. Louis Diamond: Josh, let’s wrap here. I got one more question for you that I think is an exciting one, but give me three key trends or storylines that most people don’t know about or aren’t talking about that you’re passionate about or that you’re sharing with advisors or counseling today. Joshua Tomolak: Sure. This is the free advice portion. And I’ll tell you what, Louis, if it’s all right with you, I’ll give you two and I would love to hear one from you as well. The first one I’ve seen in both the independent broker-dealer and RIA space is the minority investor concept. A lot of folks will talk about the idea of taking chips off a table and starting to partially monetize your business. I think that’s all important, but what I’ve found is that a lot of advisors really want their partner, whether it’s an RIA broker dealer to help them grow. And that could be with M&A opportunities, that could be with traditional recruitment of advisors, that could be building a business plan. But the minority investment part really helps accelerate that for a lot of businesses because all of a sudden, not only are you cashing out a small part of your business, but you’ve just created an ally with the parent entity, it is now much more likely to help you grow in that capacity because they’re insulated from it and they profit when you profit. So I think it’s easy to be shortsighted and say, “Well, my equity’s going to keep growing. Why would I sell you a piece of this?” But I counsel folks often to really think about what that long-term strategic partnership is and making somebody a real equity partner rather than just a vendor that provides you with technology and regulatory coverage. The other one I’d say is that… And this one’s really important to me, that business formation is far more important than your assets under management. Said a different way, the way you build your business is going to make your business far more valuable than the number of dollars underneath your name. And what I mean by that is, just to use an example, a sophisticated, well-built, centralized, scalable and repeatable business, whether it’s an RIA with a broker-dealer that is going to fetch a far higher M&A multiple than a OSJ that’s five times the size that just has a bunch of 1099 independent advisors underneath the umbrella. What we’ve seen in the M&A space is that if you’re going to shell out 50, 60, $80 million for somebody’s business, you want to know that you have this business for the long term. So I would certainly counsel people that have been around maybe far longer than me to take a look at how you’re building this and put together a business plan on what those next 10 years should look like and not necessarily fall into the trap where your only revenue source is the override that you receive from a firm and then you in turn pay to the advisors on your team. Louis Diamond: Well said. I really like that line. We’d probably do a whole episode on what are the tips and tricks for building a business with the end in mind? Like the Covey quote, “Begin with the end in mind.” Transitions are like… They’re a bear. I mean, there’s no way to sugarcoat it. Advisors, when they hear transition, if you ask them, “Don’t think about it, give me your reaction.” “Terrible, risky, a lot of work. I’ll never do it again. My friend did it and it was terrible. What if my clients don’t come?” It’s all these negative emotions. And in many cases, I don’t blame an advisor because it is a big act. But to me, if someone is weighing making a transition, whether a wholesale business model change going from being an employee to being independent, going from being an advisor at an independent BD to starting an RIA, or even going independent BD to independent BD, it’s an opportunity if you rise to the occasion to build with this next act with intentionality. So whether it’s restructuring compensation for your team, converting people from 1099 to W2, putting in place new workflows, changing how investments, instead of it being each individual advisor doing investments to more of a centralized model, cleaning up workflows, really investing in data, investing in AI. It’s something that I think, again, we can have a whole episode on it, but I think it’s a great one. Build the business the right way. And obviously, businesses that are larger, theoretically, sell for more, but we’ve certainly seen businesses that are half the size of a larger one sell for a similar amount or more because they did all the right things and the larger one did the things that really turn off a buyer or detract from a valuation. Let me give you one more and tell me if you agree, but I think we’re in this moment when Altruist, the upstart, a new kid on the block custodian, they launched a basically tokenization of cash in a way to automatically agentically source or sort cash to the highest yielding money market. And you’re like, “This is fricking wonky. Louis, why are you telling us this?” I think this is an important one just to keep a watchful eye on. I have no idea how this is going to shake out, but really the biggest way that independent BDs or even custodians like Schwab and Fidelity really make money, it’s not on their overrides from practices or the admin fee or the custody fee. It’s really on net interest margin. So how much the broker-dealer or the firm is making on client cash and brokerage accounts relative to what they’re paying out the client. It’s essentially like free margin to these firms. And this concept, I think, has massive potential for disruption for the business model. Again, I don’t know what it’s going to look like, whether it means platform fees that are instituted at all these firms, whether it means certain models would be more beneficial than others, whether it means nothing’s going to change, which is probably the right answer given this industry. But it’s something to keep a watchful eye on just if your firm institutes a new platform fee or there’s a fundamental way in which your firm can no longer make money. How are they going to make it up? Are they now going to be uncompetitive? They’re not going to have as much scale or profits to invest in the platform. Is it going to cause even more consolidation in the industry? So to me, that’s the one pretty under the radar, pretty wonky storyline that I don’t think enough people are talking about, but has the biggest possibility for disruption across their space than anything I’ve seen in a while. Joshua Tomolak: Sure. That’s the whole iceberg. Not a lot of people are talking about it. It’s not poking out of the ocean, but it’s going to be continuously brought up. I think it’s a question that a lot of advisors are going to have to ask these firms. And at the end of the day, the firms aren’t the bad guys. They have to make money too to provide a quality product. So where the money comes from matters. Louis Diamond: Exactly. Josh, this has been awesome. I learned a lot talking with you and just having your objective consulting hat on what I think are really the differences between IBD and RIA and some of the key trends and storylines to watch has been instrumental. I’ll also give a plug that on our website and we’ll link to it in the show notes, we have a really helpful one-page reference guide going through the differences between independent BDs or IBDs and RIAs. So feel free to click on it. We’ll make sure it gets in your inbox. Josh, thanks again for joining us today. Joshua Tomolak: Yeah, thanks for having me, Louis. It was a pleasure. Mindy Diamond: As a financial advisor, you hold yourself to the highest standards of integrity, honesty, and credibility. You are successful because you take your professional responsibilities seriously and are dedicated to your clients. But are you living your best business life? Are your goals aligned with your firms or could a better option exist? Should I stay or Should I Go? is a book written with you in mind. It’s a self-guided journey that walks you through the key steps that we take with our advisor clients. This strategic thought process and roadmap to professional self-discovery is designed to help you ask the right questions and think critically and objectively whether you’re considering change or not. Learn how to get your copy at diamond-consultants.com/thebook. IBD vs. RIA: A Special Industry Update on Independence A conversation with Louis Diamond and Josh Tomolak, Vice President of Independent Advisor Services at Diamond Consultants. Louis Diamond: Welcome to the latest episode of our podcast series for financial advisors. Today’s episode is IBD vs. RIA: A Special Industry Update on Independence. It’s a conversation with Josh Tomolak, our Vice President of Independent Advisor Services. I’m Louis Diamond, and this is the Diamond Podcast for Financial Advisors. Mindy Diamond: At Diamond Consultants, we help elite advisors identify the right environment for their businesses to thrive, whether that’s at a wirehouse, boutique, or independent firm. With nearly three decades of experience, we’ve guided thousands of advisors and represented more than a quarter of a trillion dollars in assets transitioned. And each year, one in four advisors managing a billion dollars or more who change firms are our clients. Our process is education driven and based on building relationships, starting as your strategic partner well before you’re even thinking of a move. To schedule a confidential conversation, call us at (908) 879-1002. Wondering why advisors change firms and where they’re headed? Are transition deals going up or down? Those very questions and more inspired us to create our annual advisor transition report. It’s the award-winning data-driven resource designed for advisors that connects the dots between the motivations around movement and the firm’s appetite for top talent. Arm yourself with the knowledge you need to make smart decisions. Download your copy at diamond-consultants.com/transitionreport. Louis Diamond: For a long time, going independent would suggest the destination. Today, it’s often the beginning of a different conversation. As the independent space has matured, advisors have more choices than ever before. Broker-dealers have expanded their capabilities. The RIA ecosystem has become increasingly sophisticated. Capital is more readily available and support models now exist that would’ve been difficult to imagine a decade ago. The result is that many advisors who are already independent are taking a fresh look at whether their current affiliation still aligns with what they’re trying to build. My guest is Josh Tomolak, Vice President of Independent Advisor Services here at Diamond Consultants and our resident expert on independence. Josh spends his days helping advisors evaluate independence in all its forms from independent broker dealers, the fully independent RIAs and everything in between. And his knowledge is critical because the distinction between these models is often blurred. Many broker dealers now offer pathways to greater autonomy while supported independence has made RIA ownership more accessible than ever before. So the question is no longer simply, “Do I want to go independent?” The question is, “What kind of independence makes the most sense for client, business, and go
What goes into making a great upland bird hunting magazine? Matt Soberg is ideally suited to answer that question, having edited the Ruffed Grouse Society's magazine for years, and is now at Covey Rise magazine. Avid hunter, conservationist and passionate communicator, Matt and I cover everything from how to get your article or photo published, to what makes a great story (hint: it's a great story). We'll also dig into how magazines influence the bird hunting zeitgeist, share hunting stories, find out what Matt carries in his hunting vest, and get some ruffed grouse and woodcock hunting tips. We start the debate on sharing hunting spots, too. "Fix It" offers a suggestion that might help you shoot low birds better, and in our social segment we share stories about the magic that happens in the field. And it's all brought to you by: Mid Valley Clays and Shooting School, CableGangz, TrulockChokes, ClayCopter, USA Clay Target League, Purina Pro Plan Sport and FindBirdHuntingSpots.com.
Today's guest is John David Taylor III, owner of Covey Point Outfitters in Goshen, Alabama. John David is a lifelong outdoorsman whose passion for hunting started as soon as he was old enough to carry a shotgun. Instead of waiting years to chase his dream, he jumped right in after graduating high school in 2021 and founded Covey Point Outfitters. Since then, he's been building a destination where hunters from across the country can experience first-class quail, pheasant, hog, deer, and other guided hunts while enjoying genuine Southern hospitality. For John David, it's about much more than the hunt. He's passionate about creating lasting memories, building meaningful relationships with every guest who comes through the lodge, and sharing his faith by giving God the glory for every opportunity. At a young age, he's already turned a lifelong passion into a thriving family business, and today he's living out the dream he always knew was waiting for him in the outdoors. www.taurususa.com www.cva.com www.himtnjerky.com www.nukemhunting.com www.christianoutdoors.org www.citrusafe.com www.elimishieldhunt.com www.mossyoak.com
What if 98% of people are just winging life, and don't even know it?We don't do book episodes often on Entrepreneurs United, but Stephen Covey's The 7 Habits of Highly Effective People earned one. We brought back returning guest John Mitchell, founder of the Center for Advanced Leadership of Self at the University of Texas at Austin, to go through the book habit by habit with hosts John St. Pierre and Rich Hoffmann.In this episode, the three of them talk about which habits actually shaped how they lead, why most people are proactive in theory but not in practice, and propose the eighth habit they think Covey left out of the original book.What you'll walk away with: why John Mitchell says 98% of people are winging life instead of living it on purpose, Rich Hoffmann's data backed case for why listening beats talking when it comes to real influence, John St. Pierre's take on Covey's big rocks story and why it still beats every modern productivity hack, the space between stimulus and response and why that pause is the real secret to self-control, and the eighth habit John Mitchell thinks Covey left out: learning to control your subconscious autopilot.If it's been a while since you've read The 7 Habits of Highly Effective People, this episode is your reminder to pick it back up.Connect with John MitchellHosted by John St. Pierre and Rich Hoffmann, Entrepreneurs United is built for founders and leaders who want straight talk on building businesses that actually work. New episodes every week.https://entrepreneursunited.us/links/
What happens when the person telling your success story wasn't actually in the room? That's the moment that pushed John Winsor — Founder and Chairman of Open Assembly, Harvard Business School executive fellow, and author of six books including the bestselling Open Talent — to write a widely discussed piece questioning the entire thought leadership industry. In this conversation with Peter Winick, Winsor traces his path from launching a regional sports magazine (sold to Condé Nast) through decades of building and exiting companies, to his current work at Harvard's AI Institute studying the future of work. Along the way, he unpacks a tension every expert eventually faces: when does an idea deserve a blog post, a keynote, or a book — and when is it just filler dressed up as insight? Winsor and Winick dig into what separates "thought leaders" from "thought doers," using everyone from Malcolm Gladwell to Domino's Patrick Doyle as examples of how firsthand experience — not borrowed theory — is what actually earns an audience's trust. They also tackle a question with real urgency for anyone building a business around ideas: if generative AI can produce a working website, investor deck, and full brand in a single prompt, what's left for humans to do? Winsor's answer centers on relationships, judgment, and the irreplaceable value of live, human-to-human experience — a case he backs with striking data from executive AI workshops at HBS. This is a candid, occasionally pointed conversation about ego, authenticity, and the mechanics of building influence in a market flooded with polished — but often hollow — expertise. Worth a listen for anyone deciding what to write next, whether to take the stage, or how to stay relevant as AI eats the easy parts of the job. Three Key Takeaways: • Experience should come before the platform, not after. Winsor argues that credible thought leadership starts with real, specific experience — "go have a bunch of really killer specific experiences" — rather than reverse-engineering content to match a trending topic or keyword. • AI is pushing execution toward zero cost, which raises the value of judgment and relationships. Winsor points to tools that can generate a full company's assets — website, investment deck, brand — from a single prompt in under two hours. What AI can't replace is the human trust required to sell, evangelize, and validate an idea. • Format should follow curiosity, not ambition. Rather than deciding upfront that an idea "deserves" a book, Winsor tests ideas publicly through Substack, HBR, and Forbes articles first, using audience response to gauge whether something is worth developing further — or whether it was only ever his own curiosity. Before you go — Peter has a new book. The Thought Leadership Handbook: How the Experts Elevate Their Big Ideas—and How You Can Too, co-authored by Bill Sherman, Peter Winick, and Naren Aryal, draws on more than 700 conversations from this very podcast to map out the patterns that separate thought leaders who build lasting impact from those who never scale past their own curiosity. It introduces five thought leadership avatars — Growth-Minded CEOs, Impact and Legacy Executives, Thought Leaders on the Run, In-House Experts, and Hall of Fame Thinkers — and gives readers the frameworks and tools to find their own path. Endorsed by Mel Robbins, Ken Blanchard, Stephen M. R. Covey, Marshall Goldsmith, and 50+ other leading voices, with a foreword by Lisa Bodell. Order now: Amazon Barnes & Noble Bookshop.org Amplify Publishing Apple Books Learn more at thoughtleadershiphandbook.com
Hustle is loud, but clarity is what lasts.We sit down with Willem Venter, founder of ZEDMEN - Men premium custom menswear with boutiques in Cape Town and Johannesburg, to unpack how Willem sustained a demanding entrepreneurial life for 20 years WITHOUT letting his health, relationships, or mindset collapse under the weight of growth.Willem Venter has spent 2 decades in business and never stopped training — not because he has to, but because he's built a system where health, family, and business all get equal weight.In this episode, the founder of ZEDMEN shares the exact framework he's used since discovering Stephen Covey's The 8th Habit over 15 years ago — and why he still lives by it today.What stood out most: Willem doesn't talk about "hustle." He talks about scripting your life on purpose — training, sleep, nutrition, and family all scheduled with the same seriousness as a client meeting, because "how you do something is how you do everything."In this episode:How Willem splits his week between two cities and adapts his training schedule to protect family time in eachThe "4 intelligences" framework from Covey's The 8th Habit (SQ, IQ, EQ, PQ) and how Willem uses it to keep business and personal life in balanceWillem's non-negotiable: 7+ hours of sleep, even when travelling — including how he schedules flights around itWhy he treats his gym memberships as a wellness and happiness investmentThe "sharpen the saw" principle for avoiding burnout when business gets stressfulThe Tony Robbins racing-driver story he uses to explain focus under pressure: "don't look at the wall, look at the track forward"How a clear, specific vision (down to a picture on your phone) accelerates goals Willem's reading list for entrepreneursBIO Willem Venter is the founder and owner of ZEDMEN, a premium custom and tailored menswear house with boutiques in Johannesburg (Rosebank) and Cape Town (Century City). Since 2005, ZEDMEN has built a reputation — and a 5-star Google rating in Johannesburg and in Cape Town — on what Willem calls "Personality Dressing": engineering a client's wardrobe and personal brand around who they actually are, not what's trending. Twenty years in, Willem applies the same discipline to his own life that ZEDMEN applies to its clients — treating health, family, and personal development as non-negotiables, not afterthoughts.
JeaNette Smith is a licensed Marriage and Family Therapist who authored Side by Side: Supporting a Spouse in Church Service to help couples keep their relationships strong and connected amidst demanding Church callings or busy careers. Her inspiration for the book came early in her career while her husband, Bret, was serving as a bishop, leading her to study how couples can actively grow closer rather than drift apart during intense seasons of service. Over their years together, JeaNette and Bret have put these principles into practice across numerous callings, including three bishoprics, a branch presidency, a stake presidency, and as mission leaders in the Dominican Republic. JeaNette is a frequent contributor to Meridian Magazine and the author of two books on adolescent romance. JeaNette and Bret are the parents of four children and the grandparents of fifteen. They continue to work side by side in their family life and with their grandchildren. Links Side by Side: Supporting a Spouse in Church Service Watch the video and share your thoughts in the Zion Lab community Transcript available with the video in the Zion Lab community Highlights JeaNette explores how couples can navigate demanding Church callings without straining their relationship. Drawing on her personal background supporting her husband across various leadership roles and her professional expertise, JeaNette emphasizes that Church callings should be treated as shared, couple-centered opportunities that strengthen marriages rather than burden them. Key Insights Viewing Callings as a Team Effort: Demanding leadership positions run much smoother and foster deeper connection when couples view the assignment as a joint effort, with the leader using their spouse as a trusted sounding board and counselor. Navigating Confidentiality Wisely: Leaders should refrain from complete emotional isolation; while specific names and details must remain private, sharing emotional burdens, general concerns, and spiritual joys keeps the couple connected and avoids emotional drift. Emotional Availability Matters Most: Marital tension rarely stems from physical absence alone; it arises when leaders become emotionally disengaged and fail to share their inner thoughts and feelings with their spouse. Prioritizing Intentional Connection: Daily practices—such as morning companionship scripture study, short check-ins, or casual dates—help maintain alignment and ensure open channels of communication. Maintaining Appropriate Motives and Boundaries: Spouses must approach confidential insights with pure motives aimed at lifting burdens rather than satisfying curiosity, while leaders must genuinely value their spouse’s wisdom as an equal partner. Prioritizing Personal Self-Care: Spouses and leaders alike must prioritize self-care and personal well-being to avoid resentment and build the capacity needed to serve others effectively. Leadership Applications Integrate Daily Companionship Study: Leaders can establish a daily routine with their spouse to study scriptures, pray, and discuss upcoming ward or stake needs together to invite shared revelation. Share the Emotional Weight Without Oversharing: Leaders can share their personal feelings, fatigue, or spiritual insights with their spouse to process stress safely without revealing confidential names or specific details. Involve Your Spouse in Leadership Activities: Where appropriate, leaders can invite their spouses to attend youth activities, missionary setting-aparts, or stake events together to make service a fun, shared experience. 00:02:00 – Jeanette’s Background Jeanette shares her personal experiences as a bishop’s wife and her professional background as a marriage and family therapist. 00:04:30 – Navigating Marriage and Church Callings Discussion on how church callings can strain relationships and the importance of turning these challenges into opportunities for growth. 00:07:00 – The Importance of Communication Exploration of the need for open communication between spouses regarding church responsibilities and the emotional burdens they carry. 00:09:30 – Confidentiality and Trust Jeanette emphasizes the balance between confidentiality in church leadership and the necessity of sharing feelings and experiences with one's spouse. 00:12:00 – Shared Experiences in Leadership The significance of couples working together in church callings and how it strengthens their relationship. 00:15:00 – Companionship Study Jeanette discusses the practice of companionship study and its benefits for couples in leadership roles. 00:18:00 – Advice for Newly Called Couples Tips for couples newly called to leadership positions on how to navigate their responsibilities together. 00:21:00 – Maintaining Trustworthiness The importance of being a trustworthy spouse and the need to keep confidences regarding ward matters. 00:23:30 – Friendship Dynamics Discussion on the shift in relationships for bishop’s wives and the importance of maintaining friendships outside of church. 00:26:00 – Self-Care for Spouses Jeanette highlights the necessity of self-care for spouses in leadership to better support their partners. 00:29:00 – Emotional Availability Exploration of the difference between physical presence and emotional availability in a marriage. 00:32:00 – Navigating Different Experiences The challenges of reconnecting after church meetings and the importance of sharing spiritual experiences with one another. 00:35:00 – Handling Difficult Situations Jeanette shares a personal story about navigating sensitive situations while maintaining a strong marriage. 00:38:00 – Date Night and Connection The role of date nights in fostering connection and communication between spouses. 00:40:00 – Pure Motives in Communication The importance of having pure motives when discussing church matters and supporting each other. 00:43:00 – Seeking Help and Humility Encouragement for leaders to seek help when needed and to be humble about their struggles. 00:45:00 – Avoiding Judgment The need for spouses to refrain from forming judgments about others in the ward and the importance of compassion. The award-winning Leading Saints Podcast is one of the top independent Latter-day Saints podcasts as part of nonprofit Leading Saints’ mission to help Latter-day Saints be better prepared to lead. Find Leadership Tools, Courses, and Community for Latter-day Saint leaders in the Zion Lab community. Learn more and listen to any of the past episodes for free at LeadingSaints.org. Past guests include Emily Belle Freeman, David Butler, Hank Smith, John Bytheway, Reyna and Elena Aburto, Liz Wiseman, Stephen M. R. Covey, Benjamin Hardy, Elder Alvin F. Meredith III, Julie Beck, Brad Wilcox, Jody Moore, Tony Overbay, John H. Groberg, Elaine Dalton, Tad R. Callister, Lynn G. Robbins, J. Devn Cornish, Bonnie Oscarson, Dennis B. Neuenschwander, Kirby Heyborne, Taysom Hill, Coaches Jennifer Rockwood and Brandon Doman, Anthony Sweat, John Hilton III, Barbara Morgan Gardner, Blair Hodges, Whitney Johnson, Ryan Gottfredson, Greg McKeown, Ganel-Lyn Condie, Michael Goodman, Wendy Ulrich, Richard Ostler, and many more in over 800 episodes. Discover podcasts, articles, virtual conferences, and live events related to callings such as the bishopric, Relief Society, elders quorum, Primary, youth leadership, stake leadership, ward mission, ward council, young adults, ministering, and teaching.
Il roule vers la Vendée un soir de Noël, coincé sur l'A10. Un TGV le double. Il sait qu'il est complet, il a essayé d'y acheter une place. Autour de lui, des centaines de voitures avec un seul passager à bord.Frédéric Mazzella est le fondateur et président de BlaBlaCar. Normalien, physicien, passé par Stanford et la NASA, il a créé la première licorne française et l'a transformée en la plus grande communauté de voyageurs au monde : 100 millions de membres, 29 millions de membres actifs par an, et désormais 41 pays depuis l'expansion annoncée en juin 2026. Avant cela, il y a eu sept ans sans salaire, six modèles économiques testés dont cinq qui échouent, et six banques qui refusent de lui ouvrir un compte. L'une d'elles le raccompagne à la porte avec une tape sur l'épaule : « Merci monsieur, mais Internet, on a déjà donné. » Il est aujourd'hui cofondateur et président de Dift, qui redirige les budgets des entreprises vers le monde associatif, et coprésident de France Digitale.Ce qui m'a le plus frappé, c'est la constance de sa boussole. Il m'a dit que le rôle de l'entrepreneur est d'améliorer la société, et chez lui ce n'est pas une déclaration d'intention, c'est un bilan chiffré : BlaBlaCar évite aujourd'hui 2,5 millions de tonnes de CO2 par an, soit environ 0,5 % des émissions d'un pays comme la France, deux fois le trafic routier de Paris. Puis il a recommencé ailleurs, avec Dift, sur le financement du monde associatif. Et quand je lui demande par quoi commencer, il inverse l'ordre qu'on nous enseigne : l'impact social et environnemental d'abord, le modèle économique ensuite. Parce que des modèles, dit-il, il en existe des dizaines et des dizaines.Dans cette conversation, nous explorons :→ Pourquoi il faut se focaliser sur l'impact social et environnemental positif d'abord, et ne chercher le modèle économique qu'ensuite→ BlaBlaCar par les chiffres du climat : 2,5 millions de tonnes de CO2 évitées par an, et l'idée toute simple derrière, mieux vaut deux passagers par voiture que deux voitures par passager→ Le modèle D.R.E.A.M.S. et l'étude *Entering the Trust Age* menée avec Arun Sundararajan (NYU Stern) auprès de 18 289 membres dans 11 pays : un membre BlaBlaCar au profil complet obtient 88 % de confiance, contre 58 % pour un collègue et 42 % pour un voisin→ Pourquoi l'entrepreneuriat n'a pas d'ascenseurs, seulement des escaliers, et pourquoi seules les structures qui ont assimilé le sunk cost progressent vraiment→ Ce que la musique lui a appris : la différence entre jouer du Chopin et jouer son propre morceau, et pourquoi un fondateur n'arrive pas à tuer sa propre idée→ Le jour où la directrice de Normale Sup a accueilli sa promotion par « vous savez remplir un QCM », et pourquoi tout a basculé→ Dift, l'éco-anxiété et le financement du monde associatif : écoper, ou boucher le trou, avec neuf modèles économiques déjà testés en trois ans→ Des principes plutôt que des process : fail, learn, succeed, et pourquoi une culture qui ne blâme pas l'échec libère l'action« Il faut se focaliser sur l'impact social et environnemental positif initialement, et puis ensuite on trouvera le modèle ou l'équilibre économique. »Frédéric Mazzella, fondateur et président de BlaBlaCarSi vous portez un projet dont la mission vous tient debout mais dont le modèle économique n'existe pas encore, cet épisode vous dira dans quel ordre construire.
AM Worship 7-5-26Message Title - "The Freedom Found in Christ"Passage - Galatians 5:1Preacher - Covey WiseLooking for a church family?We invite you to grow with us!At Monroeville Christian Church, we are committed to teaching the Word of God, training disciples of our Lord, and transforming lives for Christ through our times of worship, fellowship, and service.Subscribe to receive our latest messages: https://www.youtube.com/@MonroevillechristianchurchConnect Card: https://monroevillechristianchurch.churchcenter.com/people/forms/510703 CONNECT WITH US:• Instagram - https://www.instagram.com/monroevillechristianchurch/• Facebook - https://www.facebook.com/MonroevilleChristianChurch • X/Twitter - https://x.com/MonroevilleCC • Website - https://www.monroevillechristianchurch.com/ Give Online: https://monroevillechristianchurch.churchcenter.com/givingCCLI Copyright License - 139774CCLI Streaming License - 20715699#PittsburghBibleStudy #PittsburghChurch#MonroevilleChristianChurch#Christian #ChurchOfChrist #Church#ChristianChurch #ForMonroeville #ThePlaceToBe#TeachTrainTransform #church #churchonline#biblestudy #biblestudyonline #biblestudyfellowship#MonroevilleChurch #churchonline #ChurchinMonroevillePA #ChristiansOnly#Sermons #BibleLessons #Gospel #JesusChrist #god #HolySpirit #Baptism #baptismoftheholyspirit
7-19-2026 Worship serviceMessage Title - "What Was the Early Church Devoted To?"Series - "The Way"Passage - Acts 2:42-47Preacher - Covey WiseLooking for a church family?We invite you to grow with us!At Monroeville Christian Church, we are committed to teaching the Word of God, training disciples of our Lord, and transforming lives for Christ through our times of worship, fellowship, and service.Subscribe to receive our latest messages: https://www.youtube.com/@MonroevillechristianchurchConnect Card: https://monroevillechristianchurch.churchcenter.com/people/forms/510703 CONNECT WITH US:• Instagram - https://www.instagram.com/monroevillechristianchurch/• Facebook - https://www.facebook.com/MonroevilleChristianChurch • X/Twitter - https://x.com/MonroevilleCC • Website - https://www.monroevillechristianchurch.com/ Give Online: https://monroevillechristianchurch.churchcenter.com/givingCCLI Copyright License - 139774CCLI Streaming License - 20715699#PittsburghBibleStudy #PittsburghChurch#MonroevilleChristianChurch#Christian #ChurchOfChrist #Church#ChristianChurch #ForMonroeville #ThePlaceToBe#TeachTrainTransform #church #churchonline#biblestudy #biblestudyonline #biblestudyfellowship#MonroevilleChurch #churchonline #ChurchinMonroevillePA #ChristiansOnly#Sermons #BibleLessons #Gospel #JesusChrist #God #apostlesdoctrine #BreakingofBread #Fellowship #Prayer #EarlyChurch
7-12-2026 Worship serviceMessage title - "Peter's First Gospel Sermon"Series - "The Way"Passage - Acts 2:22-41Preacher - Covey WiseLooking for a church family?We invite you to grow with us!At Monroeville Christian Church, we are committed to teaching the Word of God, training disciples of our Lord, and transforming lives for Christ through our times of worship, fellowship, and service.Subscribe to receive our latest messages: https://www.youtube.com/@MonroevillechristianchurchConnect Card: https://monroevillechristianchurch.churchcenter.com/people/forms/510703 CONNECT WITH US:• Instagram - https://www.instagram.com/monroevillechristianchurch/• Facebook - https://www.facebook.com/MonroevilleChristianChurch • X/Twitter - https://x.com/MonroevilleCC • Website - https://www.monroevillechristianchurch.com/ Give Online: https://monroevillechristianchurch.churchcenter.com/givingCCLI Copyright License - 139774CCLI Streaming License - 20715699#PittsburghBibleStudy #PittsburghChurch#MonroevilleChristianChurch#Christian #ChurchOfChrist #Church#ChristianChurch #ForMonroeville #ThePlaceToBe#TeachTrainTransform #church #churchonline#biblestudy #biblestudyonline #biblestudyfellowship#MonroevilleChurch #churchonline #ChurchinMonroevillePA #ChristiansOnly#Sermons #BibleLessons #Gospel #JesusChrist #god #HolySpirit #Baptism #ApostlePeter #GospelSermon #Conversion #Discipleship #immersion #TheWay #Gospel #WaterBaptism
6-21-26 AM Worship ServiceFather's Day 2026Message Title - "Be Strong, Act Like a Man"Text - 1 Kings 2:1-4Preacher - Covey WiseLooking for a church family?We invite you to grow with us!At Monroeville Christian Church, we are committed to teaching the Word of God, training disciples of our Lord, and transforming lives for Christ through our times of worship, fellowship, and service.Subscribe to receive our latest messages: https://www.youtube.com/@MonroevillechristianchurchConnect Card: https://monroevillechristianchurch.churchcenter.com/people/forms/510703 CONNECT WITH US:• Instagram - https://www.instagram.com/monroevillechristianchurch/• Facebook - https://www.facebook.com/MonroevilleChristianChurch • X/Twitter - https://x.com/MonroevilleCC • Website - https://www.monroevillechristianchurch.com/ Give Online: https://monroevillechristianchurch.churchcenter.com/givingCCLI Copyright License - 139774CCLI Streaming License - 20715699#PittsburghBibleStudy #PittsburghChurch#MonroevilleChristianChurch#Christian #ChurchOfChrist #Church#ChristianChurch #ForMonroeville #ThePlaceToBe#TeachTrainTransform #church #churchonline#biblestudy #biblestudyonline #biblestudyfellowship#MonroevilleChurch #churchonline #ChurchinMonroevillePA #ChristiansOnly#Sermons #BibleLessons #Gospel #JesusChrist #god #HolySpirit #Baptism #baptismoftheholyspirit
6-14-26 AM Worship Service"THE WAY Series" (Lessons From the Early Church)Message Title - "The Baptism of the Holy Spirit"Text-Acts 2:1-21Preacher - Covey WiseLooking for a church family?We invite you to grow with us!At Monroeville Christian Church, we are committed to teaching the Word of God, training disciples of our Lord, and transforming lives for Christ through our times of worship, fellowship, and service.Subscribe to receive our latest messages: https://www.youtube.com/@MonroevillechristianchurchConnect Card: https://monroevillechristianchurch.churchcenter.com/people/forms/510703 CONNECT WITH US:• Instagram - https://www.instagram.com/monroevillechristianchurch/• Facebook - https://www.facebook.com/MonroevilleChristianChurch • X/Twitter - https://x.com/MonroevilleCC • Website - https://www.monroevillechristianchurch.com/ Give Online: https://monroevillechristianchurch.churchcenter.com/givingCCLI Copyright License - 139774CCLI Streaming License - 20715699#PittsburghBibleStudy #PittsburghChurch#MonroevilleChristianChurch#Christian #ChurchOfChrist #Church#ChristianChurch #ForMonroeville #ThePlaceToBe#TeachTrainTransform #church #churchonline#biblestudy #biblestudyonline #biblestudyfellowship#MonroevilleChurch #churchonline #ChurchinMonroevillePA #ChristiansOnly#Sermons #BibleLessons #Gospel #JesusChrist #god #HolySpirit #Baptism #baptismoftheholyspirit
6-7-26 AM Worship Service"THE WAY Series" (Lessons From the Early Church)Message title - "Instructions for Waiting" Text - Acts 1:12 - 26Preacher-Covey WiseLooking for a church family?We invite you to grow with us!At Monroeville Christian Church, we are committed to teaching the Word of God, training disciples of our Lord, and transforming lives for Christ through our times of worship, fellowship, and service.Subscribe to receive our latest messages: https://www.youtube.com/@MonroevillechristianchurchConnect Card: https://monroevillechristianchurch.churchcenter.com/people/forms/510703 CONNECT WITH US:• Instagram - https://www.instagram.com/monroevillechristianchurch/• Facebook - https://www.facebook.com/MonroevilleChristianChurch • X/Twitter - https://x.com/MonroevilleCC • Website - https://www.monroevillechristianchurch.com/ Give Online: https://monroevillechristianchurch.churchcenter.com/givingCCLI Copyright License - 139774CCLI Streaming License - 20715699#PittsburghBibleStudy #PittsburghChurch#MonroevilleChristianChurch#Christian #ChurchOfChrist #Church#ChristianChurch #ForMonroeville #ThePlaceToBe#TeachTrainTransform #church #churchonline#biblestudy #biblestudyonline #biblestudyfellowship#MonroevilleChurch #churchonline #ChurchinMonroevillePA #ChristiansOnly#Sermons #BibleLessons #Gospel #JesusChrist #God
Tesiah “Tess” Frame is a Latter-day Saint digital content creator, author, and podcaster based in Southern California. Focusing on motherhood, practical scripture study, and active discipleship, she aims to bring optimism, authenticity, and joy to the online conversation surrounding Latter-day Saint women. Alongside Becky Squire, she co-hosts the Certain Women Podcast, a Come, Follow Me scripture study program specifically geared toward women, and is the co-owner of the children’s faith brand Happy Sacrament. Outside of her media work, Tessis a mother of three boys and a resilient survivor of a highly traumatic medical crisis during late pregnancy, during which she was placed in a temporary medical coma to safely deliver her youngest son. Utilizing her platforms and personal experiences, she actively encourages Church members to lean into personal initiative, love the gospel, and fearlessly minister on a local scale. Links TesiahFrame.com Certain Women Podcast @certainwomenpodcast HappySacrament.com Instagram @tesiahframe Watch the video and share your thoughts in the Zion Lab community Transcript available with the video in the Zion Lab community Highlights Tess Frame talks about the female experience in the Church and the proactive role of covenant discipleship. The conversation centers on navigating local leadership dynamics, finding purpose outside of official callings, and historical and scriptural frameworks for the Relief Society. 00:04:08 – Tess Frame’s Journey and Unique Birth Experience 00:07:00 – Finding Purpose and Taking Initiative in the Church 00:10:01 – The Libertarian Approach to Church Programs 00:12:34 – Women's Experience in Church Leadership 00:14:18 – Advice for Relief Society Leaders 00:16:33 – Empowering Women Beyond Official Roles 00:17:30 – Lessons from Women in the Scriptures 00:19:07 – Studying Women in the Scriptures 00:25:25 – Continuity Among Women in the Scriptures 00:27:56 – The Role of Women in the Relief Society 00:30:01 – Navigating Social Media as a Woman 00:35:46 – Understanding the Addictive Nature of Social Media 00:39:42 – The Historical Context of the Relief Society 00:44:29 – The Essential Role of Women in God's Kingdom Key Insights Proactive Discipleship: Members should not wait for system-wide institutional changes or official permissions to address local ward needs; recognizing a need is often a spiritual prompting to act. Avoiding Local Hierarchies: Over-regulation by local leadership can accidentally create organizational barriers that prevent auxiliary leaders from fully acting within their stewardships. The Spirit of Relief Society: The true, foundational purpose of the Relief Society is providing local, practical relief and ministering rather than just organizing social activities. Scriptural Continuity: Studying scriptural women—such as Ruth, Rahab, Sarah, and Hannah—reveals flawed but profoundly faithful individuals whose inter-generational commitments parallel modern sisterhood. Mindful Social Media Use: Platforms use algorithms designed to trigger primitive emotional responses like anger and comparison; creators and consumers must intentionally cultivate self-awareness to remain peacemakers online. Supporting Male Experiences: Ward groups must also remain attentive to the emotional, mental health, and connection needs of men, as structural shifts and heavy callings can leave them feeling disconnected. Leadership Applications Encourage Autonomous Ministering: Bishops can empower Relief Society presidencies by explicitly clarifying which matters require priesthood approval and which allow them to act independently to provide immediate community relief. Foster Local Adjustments: Ward leaders can prioritize home-centered gatherings or small-group rotations to break down ward cliques without requiring formal budgets or institutional approval. The award-winning Leading Saints Podcast is one of the top independent Latter-day Saints podcasts as part of nonprofit Leading Saints’ mission to help Latter-day Saints be better prepared to lead. Find Leadership Tools, Courses, and Community for Latter-day Saint leaders in the Zion Lab community. Learn more and listen to any of the past episodes for free at LeadingSaints.org. Past guests include Emily Belle Freeman, David Butler, Hank Smith, John Bytheway, Reyna and Elena Aburto, Liz Wiseman, Stephen M. R. Covey, Benjamin Hardy, Elder Alvin F. Meredith III, Julie Beck, Brad Wilcox, Jody Moore, Tony Overbay, John H. Groberg, Elaine Dalton, Tad R. Callister, Lynn G. Robbins, J. Devn Cornish, Bonnie Oscarson, Dennis B. Neuenschwander, Kirby Heyborne, Taysom Hill, Coaches Jennifer Rockwood and Brandon Doman, Anthony Sweat, John Hilton III, Barbara Morgan Gardner, Blair Hodges, Whitney Johnson, Ryan Gottfredson, Greg McKeown, Ganel-Lyn Condie, Michael Goodman, Wendy Ulrich, Richard Ostler, and many more in over 800 episodes. Discover podcasts, articles, virtual conferences, and live events related to callings such as the bishopric, Relief Society, elders quorum, Primary, youth leadership, stake leadership, ward mission, ward council, young adults, ministering, and teaching.
For over thirty years, Shawn D. Moon has worked with global clients ranging from Fortune 500 companies to government organizations. He currently serves as Chairman and CEO of Zerorez. Previously, Shawn was an Executive Vice President at FranklinCovey, a former principal at Mellon Financial Corporation, and was named a 2024 finalist for Ernst & Young Entrepreneur of the Year. A Wall Street Journal best-selling author, Shawn has published books in multiple languages and frequently speaks to senior leadership audiences globally. His most current book is Roots, Relationships, and Results. He serves on multiple boards, is actively engaged in his community, and currently serves as a married adult stake president in Provo, Utah. Shawn and his wife, Michele, reside in Lindon, Utah, and have four children and 11 grandchildren. Links Roots, Relationships, and Results What the Scriptures Say About Leadership | An Interview with Shawn Moon Watch the video and share your thoughts in the Zion Lab community Transcript available with the video in the Zion Lab community Highlights This discussion covers foundational leadership attributes compiled from over one hundred interviews with global leaders across various industries. The conversation focuses on intentional personal development, effective relational dynamics, and achieving meaningful outcomes in family and church callings. 00:03:12 – Sean’s Leadership Background 00:05:00 – Unique Stake Presidency Experience 00:05:57 – Genesis of the New Book 00:08:06 – The Concept of the Last Leadership Lecture 00:12:49 – Interviewing Leaders for Insights 00:14:40 – Themes Emerging from Interviews 00:16:14 – The Importance of Personal Leadership 00:19:05 – Leading Without a Formal Title 00:21:19 – The Power of Gratitude in Leadership 00:29:15 – Practicing Gratitude as a Skill 00:32:05 – The Work That Matters 00:35:10 – Trusting Leadership: Extending Trust 00:40:59 – The Impact of Believing in Others 00:43:24 – Conclusion and Final Thoughts Key Insights The Leadership Arc: True leadership functions across three integrated categories: establishing internal roots of personal leadership, building deep relational trust, and executing to achieve sustainable results. Leading Without a Title: Formal authority is not a prerequisite for impact; some of the most profound leadership occurs when individuals step forward to influence and lift others without holding an official calling or position. Emotional Regulation: Effective leaders act as thermostats rather than thermometers. They actively set the emotional temperature and bring stability to a room during high-stress situations instead of merely reacting to the environment. Gratitude as a Multiplier: Practicing deliberate gratitude serves as a cognitive interrupter that shifts a leader's mindset from defensive, reactionary conflict to collaborative, executive problem-solving. Extending Trust: While being trustworthy is a basic requirement, exceptional leadership requires actively extending trust to others, which fosters their potential and builds long-term confidence. Intentional Time Investment: Human life consists of a finite number of seconds. Leaders must prioritize their weekly focus around essential tasks and specific individuals to build deep, lasting connections. Leadership Applications Implementing the 5×4 Method: Latter-day Saint leaders can organize their weekly schedules by identifying five critical objectives and four specific people to intentionally reach out to and lift up. Expressing Written Appreciation: Ward and stake leaders can cultivate a supportive culture by sending regular, handwritten notes of gratitude to members, validating their voluntary service and building deep organizational trust. The award-winning Leading Saints Podcast is one of the top independent Latter-day Saints podcasts as part of nonprofit Leading Saints’ mission to help Latter-day Saints be better prepared to lead. Find Leadership Tools, Courses, and Community for Latter-day Saint leaders in the Zion Lab community. Learn more and listen to any of the past episodes for free at LeadingSaints.org. Past guests include Emily Belle Freeman, David Butler, Hank Smith, John Bytheway, Reyna and Elena Aburto, Liz Wiseman, Stephen M. R. Covey, Benjamin Hardy, Elder Alvin F. Meredith III, Julie Beck, Brad Wilcox, Jody Moore, Tony Overbay, John H. Groberg, Elaine Dalton, Tad R. Callister, Lynn G. Robbins, J. Devn Cornish, Bonnie Oscarson, Dennis B. Neuenschwander, Kirby Heyborne, Taysom Hill, Coaches Jennifer Rockwood and Brandon Doman, Anthony Sweat, John Hilton III, Barbara Morgan Gardner, Blair Hodges, Whitney Johnson, Ryan Gottfredson, Greg McKeown, Ganel-Lyn Condie, Michael Goodman, Wendy Ulrich, Richard Ostler, and many more in over 800 episodes. Discover podcasts, articles, virtual conferences, and live events related to callings such as the bishopric, Relief Society, elders quorum, Primary, youth leadership, stake leadership, ward mission, ward council, young adults, ministering, and teaching.
In this “Zion Lab Live” episode, Kurt Francom facilitates a live community discussion analyzing recent topics in Zion Lab. The conversation focuses on improving the Sunday meeting experience, addressing the unique cultural and social needs of men in the church, and managing the mental capacity of local leaders. Watch the video and share your thoughts in the Zion Lab community Transcript available with the video in the Zion Lab community Highlights Key Insights US Constitution Fifth Sunday Lessons: Community feedback regarding the church-mandated Fifth Sunday lessons was generally positive, highlighting a respectful, non-political tone and a spiritual framing of the topic. However, participants noted areas for logistical improvement, such as better structured small-group discussions for youth. The Masculine Experience in Church: There is a perceived gap in curated institutional resources and dedicated advisory councils on the church level specifically tailored to adult men, unlike other church demographics. Fostering Connection for Men: Men naturally connect “shoulder-to-shoulder” through shared physical activities, service, and adventure rather than traditional face-to-face chat formats. Utilizing creative layouts, interactive exercises, or specific musical numbers can drastically improve engagement. Impact of Local Leadership: While institutional resources are helpful, local leadership ultimately has the greatest impact on an individual’s everyday church experience and ward culture. Mental Capacity and Burnout: Serving in high-demand callings creates a significant emotional and mental load. Leaders often mistakenly take on individual responsibilities that belong to others, which risks burning out active members and themselves. Leadership Applications Adapt the Second Hour: Elders Quorum presidencies can pivot away from dry lectures by arranging room seating dynamically (e.g., pulling out tables, utilizing outdoor spaces, or splitting into smaller circles) to prompt natural connection. Establish Call Limits: Bishops and Relief Society presidents can manage emotional fatigue by implementing clear structural boundaries—such as processing welfare and check requests only on Sundays—instead of allowing everyday crises to overlap into family time. Empower Through Accountability: Rather than acting as a “black hole of need” by driving around to manage every logistical demand for struggling members, leaders should focus on helping individuals build personal testimonies so they find motivation to step up independently. 00:04:10 – Leaked Meetinghouse Blueprints and the Chapel Lectern 00:05:42 – Reviewing Fifth Sunday Lessons on the US Constitution 00:07:54 – Examining Men’s Institutional Resources and the Advisory Council Gap 00:12:35 – Cultural Dynamics and How Men Build Peer Connections 00:24:14 – Practical Tips for Building Better Elders Quorum Lessons 00:28:54 – Reimaging Second-Hour Formats, Small Groups, and Music 00:39:43 – Managing the Mental Load and Burnout in Local Ward Leadership 00:43:32 – Handling Inner-City Ward Welfare Dynamics and Establishing Boundaries The award-winning Leading Saints Podcast is one of the top independent Latter-day Saints podcasts as part of nonprofit Leading Saints’ mission to help Latter-day Saints be better prepared to lead. Find Leadership Tools, Courses, and Community for Latter-day Saint leaders in the Zion Lab community. Learn more and listen to any of the past episodes for free at LeadingSaints.org. Past guests include Emily Belle Freeman, David Butler, Hank Smith, John Bytheway, Reyna and Elena Aburto, Liz Wiseman, Stephen M. R. Covey, Benjamin Hardy, Elder Alvin F. Meredith III, Julie Beck, Brad Wilcox, Jody Moore, Tony Overbay, John H. Groberg, Elaine Dalton, Tad R. Callister, Lynn G. Robbins, J. Devn Cornish, Bonnie Oscarson, Dennis B. Neuenschwander, Kirby Heyborne, Taysom Hill, Coaches Jennifer Rockwood and Brandon Doman, Anthony Sweat, John Hilton III, Barbara Morgan Gardner, Blair Hodges, Whitney Johnson, Ryan Gottfredson, Greg McKeown, Ganel-Lyn Condie, Michael Goodman, Wendy Ulrich, Richard Ostler, and many more in over 800 episodes. Discover podcasts, articles, virtual conferences, and live events related to callings such as the bishopric, Relief Society, elders quorum, Primary, youth leadership, stake leadership, ward mission, ward council, young adults, ministering, and teaching.
In this episode, Frank sits down with Mark Serafin of Serafin Sports Training in Pittston, joined by athletes Jaheim Butler (wrestling) and "Covey" Lehman (multi-sport). They discuss the gym's old-school, private, blue-collar environment and Mark's small-group training focus on speed, agility, strength, form, and confidence, including intense "heck week" sessions. Jaheim and Covey share how training improved their performance, mindset, and measurable lifts, while Mark explains his emphasis on mentorship, discipline, emotional control, and family-like support that extends beyond the gym. Mark also shares his background in youth coaching, his Marine Corps service, and how coaches and structure shaped his purpose in developing young athletes.To learn more about Serafin Sports Training, visit their Facebook page.If you or someone you know wants to be featured on our podcast, visit our website!
Aaron Hale is an educational leader and entrepreneur originally from Arizona, where he raised his family before transitioning to his current role as the president of Southern Virginia University (SVU). He holds an MBA and co-founded Legacy Traditional School, growing it from a single campus of 400 children to a massive organization spanning 30 campuses serving nearly 30,000 students, alongside a back-office support network assisting hundreds of other charter schools nationwide. Aaron has served as a bishop and a counselor in a stake presidency. Drawing on his deep background in both corporate education and ecclesiastical council settings, Aaron brings a collaborative, vision-driven leadership style to SVU, where he has championed innovative academic initiatives like the Knight’s Crest experiential learning program. Links Southern Virginia University’s Knight’s Crest Program Watch the video and share your thoughts in the Zion Lab community Transcript available with the video in the Zion Lab community Highlights In this podcast, Aaron discusses leadership principles alongside the unique offerings and mission of SVU, highlighting their commitment to Latter-day Saint values while providing a personalized educational experience. Key Insights SVU’s Mission: Southern Virginia University aims to provide a high-quality education aligned with Latter-day Saint values, fostering an environment where students can discern truth and choose Christ. Knight’s Crest Program: This innovative program awards college credit to return missionaries for their service, recognizing the leadership and skills developed during their missions, which can significantly reduce the time and cost of obtaining a degree. Personalized Education: With a smaller student body, SVU offers intimate class sizes and strong relationships between students and professors, enhancing academic support and graduate school placement rates. Community and Faith: Approximately 85% of SVU’s students are members of the Church, creating a faith-based community that encourages spiritual growth alongside academic pursuits. Leadership Philosophy: Aaron emphasizes the importance of clarity in organizational mission and the need for open dialogue in leadership meetings to foster collaboration and innovation. Leadership Applications Establishing a Clear Mission: Latter-day Saint leaders can benefit from defining a clear mission for their organizations or wards, ensuring that all activities align with this guiding principle. Encouraging Open Dialogue: Leaders should create an environment where all voices are heard, encouraging discussion and debate to draw out diverse perspectives and ideas, which can lead to better decision-making. Recognizing Contributions: By acknowledging the unique experiences and skills of individuals, such as returned missionaries, leaders can create programs that leverage these strengths, enhancing the overall effectiveness of their organizations. 00:04:08 – Aaron’s Background and Move to Virginia 00:04:57 – Transition from Bonnie Cordon to Aaron Hale 00:05:07 – How the Opportunity Arose 00:08:11 – Overview of Southern Virginia University (SVU) 00:10:18 – SVU vs. BYU: Key Differences 00:12:02 – Personalized Education Experience at SVU 00:14:07 – Religious Education at SVU 00:15:07 – Diversity in Student Body 00:17:18 – Unique Position of SVU in Higher Education 00:18:28 – Aaron’s Leadership Experience 00:19:18 – Transitioning into the Role of College President 00:20:35 – Establishing a Clear Mission for SVU 00:22:21 – Creating a Collaborative Council Environment 00:23:38 – Encouraging Open Discussion in Meetings 00:25:07 – Effective Meeting Strategies 00:26:36 – Transformational Meetings vs. Routine Meetings 00:29:29 – The Knights Crest Program The award-winning Leading Saints Podcast is one of the top independent Latter-day Saints podcasts as part of nonprofit Leading Saints’ mission to help Latter-day Saints be better prepared to lead. Find Leadership Tools, Courses, and Community for Latter-day Saint leaders in the Zion Lab community. Learn more and listen to any of the past episodes for free at LeadingSaints.org. Past guests include Emily Belle Freeman, David Butler, Hank Smith, John Bytheway, Reyna and Elena Aburto, Liz Wiseman, Stephen M. R. Covey, Benjamin Hardy, Elder Alvin F. Meredith III, Julie Beck, Brad Wilcox, Jody Moore, Tony Overbay, John H. Groberg, Elaine Dalton, Tad R. Callister, Lynn G. Robbins, J. Devn Cornish, Bonnie Oscarson, Dennis B. Neuenschwander, Kirby Heyborne, Taysom Hill, Coaches Jennifer Rockwood and Brandon Doman, Anthony Sweat, John Hilton III, Barbara Morgan Gardner, Blair Hodges, Whitney Johnson, Ryan Gottfredson, Greg McKeown, Ganel-Lyn Condie, Michael Goodman, Wendy Ulrich, Richard Ostler, and many more in over 800 episodes. Discover podcasts, articles, virtual conferences, and live events related to callings such as the bishopric, Relief Society, elders quorum, Primary, youth leadership, stake leadership, ward mission, ward council, young adults, ministering, and teaching.
This is a follow-up conversation. Listen to the first episode here. Jeff Strong worked nearly 30 years in the consumer products industry as a senior executive at Procter & Gamble and global president and chief customer officer at Johnson & Johnson. He then taught in the Marriott School of Business at Brigham Young University and worked as an advisor to the Church before serving as a mission leader in the Arkansas Bentonville Mission. Jeff has since spent several years doing research on why people are leaving the Church. He recently published the book Torn: Why People We Love Are Leaving the Church and What We Can Learn from Them. Jeff lives in Midway, Utah, and stays busy with a little lavender farm, some business consulting, and enjoying family. Links Torn: Why People We Love Are Leaving the Church and What We Can Learn from Them Part 1: What Leaders Can Learn From the People Who Are Leaving the Church | An Interview with Jeff Strong What to Say When Loved Ones Leave the Church | An Interview with Jeff Strong and Joseph Grenny The Data Behind Church Culture | An Interview with Jeff Strong TornByJeffStrong.com Instagram: @tornbyjeffstrong Facebook Watch the video and share your thoughts in the Zion Lab community Transcript available with the video in the Zion Lab community Highlights In this follow-up episode, Kurt and Jeff discuss the complexities of faith transitions. The conversation focuses on the four stages individuals typically experience when questioning their faith and the cultural imbalances that can affect their sense of belonging. 00:02:18 – Understanding Faith Transitions 00:05:23 – Four Stages of Faith Transition 00:09:01 – Intensive Seeking Phase 00:10:19 – Relational Breaking Stage 00:12:47 – Importance of Conversations in Faith Transitions 00:13:35 – Embracing Different Perspectives 00:18:00 – Role Play: Navigating Faith Questions 00:20:10 – The Need for New Thinking 00:24:29 – Cultural Imbalances in the Church 00:30:34 – Hard and Unyielding Soil 00:39:51 – Shallow Stony Soil: Growth vs. Sanctuary 00:44:08 – Balancing Sanctuary and Transformation Key Insights Four Stages of Faith Transition: Individuals often go through integrity disruption, permission to question, intensive seeking, and relational breaking. Each stage reflects a different aspect of their journey as they navigate doubts and seek understanding. Cultural Imbalances: Jeff identifies four cultural imbalances in the Latter-day Saint community, including hard and unyielding soil versus acceptance, and sanctuary versus transformation. These imbalances can alienate individuals who feel their beliefs or experiences do not align with community expectations. Importance of Acceptance: Acknowledging and validating the experiences of those questioning their faith is crucial. Leaders should create an environment where individuals feel safe to express doubts without fear of judgment or ostracism. Nourishment vs. Protection: The conversation emphasizes the need for a balance between the protective aspects of church culture and the nourishing elements that foster growth and transformation. Leaders should focus on providing spiritual nourishment to help individuals thrive. Role of Conversations: Open and supportive conversations can significantly impact whether individuals choose to stay within the faith community. Leaders should approach discussions with empathy and understanding, recognizing the importance of relational dynamics. Leadership Applications Foster Open Dialogue: Encourage open discussions about faith and doubts within congregations. Create safe spaces where members can share their experiences without fear of being labeled or judged. Balance Protection and Nourishment: Strive to create a culture that values both adherence to standards and the acceptance of diverse beliefs and experiences. This balance can help retain members who may feel marginalized. Supportive Leadership: Leaders should model vulnerability by sharing their own faith journeys and struggles. This approach can help normalize the questioning process and foster a sense of community and belonging among members. The award-winning Leading Saints Podcast is one of the top independent Latter-day Saints podcasts as part of nonprofit Leading Saints’ mission to help Latter-day Saints be better prepared to lead. Find Leadership Tools, Courses, and Community for Latter-day Saint leaders in the Zion Lab community. Learn more and listen to any of the past episodes for free at LeadingSaints.org. Past guests include Emily Belle Freeman, David Butler, Hank Smith, John Bytheway, Reyna and Elena Aburto, Liz Wiseman, Stephen M. R. Covey, Benjamin Hardy, Elder Alvin F. Meredith III, Julie Beck, Brad Wilcox, Jody Moore, Tony Overbay, John H. Groberg, Elaine Dalton, Tad R. Callister, Lynn G. Robbins, J. Devn Cornish, Bonnie Oscarson, Dennis B. Neuenschwander, Kirby Heyborne, Taysom Hill, Coaches Jennifer Rockwood and Brandon Doman, Anthony Sweat, John Hilton III, Barbara Morgan Gardner, Blair Hodges, Whitney Johnson, Ryan Gottfredson, Greg McKeown, Ganel-Lyn Condie, Michael Goodman, Wendy Ulrich, Richard Ostler, and many more in over 800 episodes. Discover podcasts, articles, virtual conferences, and live events related to callings such as the bishopric, Relief Society, elders quorum, Primary, youth leadership, stake leadership, ward mission, ward council, young adults, ministering, and teaching.
Every first Friday of the month, Kurt Francom hosts Zion Lab Live, where we review the latest happenings and conversations taking place in Zion Lab and across our online community. Kurt highlights key posts, trending discussions, and new podcast episodes—offering insights, context, and opportunities for deeper engagement. Jump into Zion Lab: https://app.leadingsaints.org/ In this episode, Kurt and livestream guests discuss the challenges faced by young married adults in the Church, particularly their faith and social dynamics. The conversation also touches on Mother’s Day experiences and the importance of intellectual engagement in church settings. Links & Resources
Orlando R. Kelm is a retired professor from the University of Texas at Austin. He served in the Department of Spanish and Portuguese and the McCombs School of Business for over 37 years, teaching courses in Portuguese and Spanish language and linguistics. His research and publications focused on the cultural aspects of cross-cultural communication and the creative use of technology in language learning. Orlando was born in Calgary, Alberta, raised in Taylorsville, Utah, and educated at Brigham Young University and the University of California at Berkeley. He served in the São Paulo Norte Brazil mission, and his three favorite hobbies are studying foreign languages, acoustic guitar, and astrophotography and nature photography. Orlando recently published the book It's a Patriarchal Blessing!. Links It’s a Patriarchal Blessing Email Before a Patriarchal Blessing (Microsoft Word format) Email Before a Patriarchal Blessing (PDF format) Transcript available with the video in the Zion Lab community Watch the video and share your thoughts in the Zion Lab community Highlights Orlando discusses his experiences as a patriarch and the significance of patriarchal blessings. He emphasizes the importance of viewing these blessings as affirmations of identity and divine potential rather than as mere checklists or warnings. 00:02:28 – Orlando’s Calling as a Patriarch 00:03:52 – Challenges of Starting as a Patriarch 00:04:48 – Training and Preparation for Patriarchs 00:05:41 – The Pressure of Giving a Blessing 00:06:29 – Communicating First-Time Blessings 00:07:06 – Orlando’s Role as the Only Patriarch 00:07:55 – Impact on Gospel Study and Preparation 00:08:34 – Revelation and Inspiration in Preparation 00:09:40 – The Importance of Compassion 00:10:37 – Note-Taking for Blessings 00:12:00 – Reviewing and Editing Blessings 00:13:27 – The Nature of Patriarchal Blessings 00:14:35 – Preparing Candidates for Blessings 00:17:30 – Helping Candidates Feel Comfortable 00:19:06 – The Role of Patriarchs in the Church 00:20:10 – The Blessing Aspect of Patriarchal Blessings 00:21:09 – Avoiding a Checklist Mentality 00:22:32 – The Role of Personal Agency 00:23:36 – Orlando’s List of Recommended Talks 00:24:45 – Reducing Anxiety for Candidates 00:26:07 – The Experience of Giving Blessings 00:27:30 – The Importance of Seeing Potential 00:28:59 – Understanding Lineage in Blessings 00:30:33 – The Significance of Covenant and Gathering 00:31:47 – Contributions of Different Tribes 00:33:44 – The Role of Personal Revelation 00:35:58 – Flexibility in Interpreting Blessings 00:37:09 – The Lifelong Relevance of Blessings Key Insights The Nature of Patriarchal Blessings: These blessings should be viewed fundamentally as a positive source of love and divine identity. Orlando emphasizes that they are not patriarchal warnings, admonitions, or “chewing outs,” but rather tools to help individuals understand their divine worth. Preparation as a Patriarch: The process involves intense, ongoing spiritual preparation. Orlando explains that he often feels like a “faucet that cannot be turned off” in the days leading up to a blessing, as he studies scriptures and topics prompted by the Holy Ghost to prepare his mind to receive impressions. Mortal Delivery of Revelation: Patriarchs receive inspiration, but they must articulate it using their own mortal capacity, vocabulary, and understanding. Consequently, a patriarchal blessing is a collaboration between the Spirit and the patriarch’s mortal expression. The Fallacy of the “Checklist”: Recipients should avoid viewing their blessings as a list of required events (e.g., marriage, missions, children) to be checked off. Instead, they should see the blessing as a resource to be applied to all of life’s decisions, challenges, and experiences. Understanding Lineage: The declaration of lineage is not a DNA test but an invitation to participate in the Abrahamic covenant and the gathering of Israel. Each tribe's unique description provides a different “skill set” for how an individual can contribute to the Lord’s work. Leadership Applications Alleviate Anxiety: Leaders can help reduce the nervousness people feel about visiting a patriarch by fostering opportunities for the patriarch to interact with ward members (e.g., firesides, sacrament meetings, or activities) beforehand, making him a familiar figure rather than a stranger. Foster a Broad Interpretation: Bishops and leaders should encourage members to interpret their patriarchal blessings with flexibility. When members feel confused by their blessing, leaders can help them understand that the meanings may evolve and deepen as they face different stages and challenges in life. The award-winning Leading Saints Podcast is one of the top independent Latter-day Saints podcasts as part of nonprofit Leading Saints’ mission to help Latter-day Saints be better prepared to lead. Find Leadership Tools, Courses, and Community for Latter-day Saint leaders in the Zion Lab community. Learn more and listen to any of the past episodes for free at LeadingSaints.org. Past guests include Emily Belle Freeman, David Butler, Hank Smith, John Bytheway, Reyna and Elena Aburto, Liz Wiseman, Stephen M. R. Covey, Benjamin Hardy, Elder Alvin F. Meredith III, Julie Beck, Brad Wilcox, Jody Moore, Tony Overbay, John H. Groberg, Elaine Dalton, Tad R. Callister, Lynn G. Robbins, J. Devn Cornish, Bonnie Oscarson, Dennis B. Neuenschwander, Kirby Heyborne, Taysom Hill, Coaches Jennifer Rockwood and Brandon Doman, Anthony Sweat, John Hilton III, Barbara Morgan Gardner, Blair Hodges, Whitney Johnson, Ryan Gottfredson, Greg McKeown, Ganel-Lyn Condie, Michael Goodman, Wendy Ulrich, Richard Ostler, and many more in over 800 episodes. Discover podcasts, articles, virtual conferences, and live events related to callings such as the bishopric, Relief Society, elders quorum, Primary, youth leadership, stake leadership, ward mission, ward council, young adults, ministering, and teaching.
The Dad Edge Podcast (formerly The Good Dad Project Podcast)
One of the hardest things I face as a father is watching my kids deflect responsibility and blame everyone else for their mistakes. A door slams in the car, and suddenly it's the wind's fault. A bad grade lands on the homework sheet, but somehow it's the teacher's fault. I know I'm not alone in this—it's one of the most common questions I get from our Dad Edge community. So I brought my brother Joe back to the Q&A to tackle it head-on, and I'm honestly still thinking about what he said. Joe has five kids of his own, including three daughters, so he's lived this battle in real-time. He's learned that what looks like defiance or dishonesty is often just a 12-year-old girl—or a 10-year-old boy—drowning in internal noise. There's social media, body image stuff, the need to be accepted, the pressure to be popular. As fathers, we can barely fathom the tornado of things swirling around in their heads. But when we understand that first, everything changes about how we respond. What struck me most was Joe's wisdom on adopted kids and their fear of failure. If your child came to you a different way—whether adopted or blended—there's an invisible layer of anxiety about worth and belonging. That's not an excuse for irresponsibility; it's context. And context changes how we coach. He walked me through how to use questions instead of accusations, how to celebrate integrity when we see it, and how to be careful with the words we speak because words become the narrative our kids believe about themselves. This Q&A is one you'll want to listen to twice. Once for the tactics on teaching ownership, and once to hear what Joe says about narratives and the power of telling your kids the truth about who they are. Because if we're building men—and that's what we do here—we have to give them a better story to believe about themselves. Timeline Summary [0:02] Host introduces The Dad Edge mission: creating leaders of men, families, and communities [1:02] Welcome to June 2026 and the epic Q&A episode—plus announcement of exclusive Alliance giveaways this month [1:52] Four exclusive bonuses for joining the Alliance in June: signed copy of The Pursuit of Legendary Fatherhood, two courses ($500 value each), and 50 Intimate Conversation Starters [3:49] Joe joins and shares his excitement about these monthly Q&A conversations with the community [4:42] Sean submits the core question: His 12-year-old adopted daughter Angelina constantly blames others and won't take ownership for her actions [5:30] Joe responds: At 12, girls are in transition from childhood to womanhood with massive internal pressure around social media, body image, and acceptance [6:18] The key insight—girls can think about 5-6 things at once while most men focus on one track; understanding this is crucial [7:23] Covey's principle: Seek to understand before you seek to be understood; girls at 12 are anxious about their origin story and fear of failure [8:27] The adoption layer: Children who came to families differently often fear they'll be rejected again, which fuels the blame pattern [10:00] Use questions, not accusations: Instead of "Why did you slam the door?" try "Help me understand what happened"—questions keep the door open instead of triggering defensiveness [15:45] Teaching integrity and responsibility: Point out integrity every time you see it—in your child, in others, in everyday moments [38:36] Celebrate integrity immediately: "That showed so much integrity" builds the construct in your child's mind of what integrity actually looks like [39:43] The power of words: Life and death are in the tongue; be careful about criticism around performance because every child struggles with "not being good enough" [40:43] Give your kids a better narrative: The foundation for who they are as people is built on the words you speak and the truth you help them believe about themselves [43:52] Free resource: "Questions for the Car" PDF with 75 age-appropriate questions (5-8, 9-12, and teens) to build connection without the standard "how was school" questions [45:31] Reminder about Alliance June bonuses and gratitude for the community and reviews Five Key Takeaways When your kid blames others, they're often drowning in internal noise. Before you react to the deflection, understand the 10 things happening inside their head—social pressure, body image, fear of rejection. Understanding first changes everything about how you coach. Instead of asking "Why did you do that?" use questions to understand. The word "why" triggers defensiveness immediately; "Help me understand what happened" keeps the conversation open and models curiosity instead of accusation. Point out integrity constantly—in your child, in strangers, in everyday moments. Integrity is an abstract word to a 10-year-old, so show them what it looks like. Celebrate it immediately. Build the mental model they'll use for the rest of their lives. The words you speak become the narrative your kids believe about themselves. Lies believed enslave a person; truth believed sets them free. Are you speaking words that will free your kids or words that will trap them? Build connection before you expect influence. Questions that create real dialogue—not "How was school?" but the kind that invites genuine conversation—are the bridge between you and your child's honesty. Links & Resources The Dad Edge Podcast & Resources — https://thedadedge.com/1486 Join The Dad Edge Alliance — https://thedadedge.com/join Questions for the Car PDF (75 age-appropriate questions, ages 5-12 and teens) — https://thedadedge.com/kidquestions The Pursuit of Legendary Fatherhood book — https://thedadedge.com Creating More Patience in the Chaos course ($500 value, free in June) — https://thedadedge.com/join 50 Intimate Conversation Starters PDF (free resource for Alliance members) — https://thedadedge.com/join Closing If you're struggling with a kid who won't own their mistakes, this conversation is going to shift something in you. I know it did for me. Joe's insight about understanding the tornado of noise inside a preteen's head, and his challenge about the words we speak and the narrative we're building—that's the stuff that matters. That's legacy work. Join the Alliance in June if you want those resources, and don't miss the "Questions for the Car" PDF in the show notes. Your kids need questions that actually matter. Go out and live legendary.
Cole Zesiger is a breakup and relationship coach, author, and content creator who specializes in helping people navigate heartbreak, healing, and healthy relationships. After experiencing a divorce at 23 and another difficult breakup soon after, Cole began openly sharing his journey online, eventually growing an audience of more than 750,000 followers across Instagram, TikTok, YouTube, and other platforms. Through his coaching programs, online community, and content, he has helped over 2,000 people work through breakups, strengthen their self-worth, improve communication, and build healthier relationships. His practical approach blends psychology, attachment theory, faith, and real-world experience to help people either reconcile in healthier ways or move forward with peace and confidence. Cole grew up in Utah and served as a missionary in the Manila Philippines Mission. He married his wife, Jocelyn, in 2023, and together they are raising their daughter, Daisy. When he's not coaching or creating content, Cole enjoys playing guitar, dirt biking, wildlife photography, and exploring the mountains. His debut book, Ex's and No's: The Breakup Advice You Don't Want to Hear, offers a roadmap for rebuilding confidence, healing attachment wounds, and creating lasting love. Links Ex’s and No’s: The Breakup Advice You Don’t Want to Hear CoachColeZesiger.com Watch the video and share your thoughts in the Zion Lab community Transcript available with the video in the Zion Lab community Highlights Cole Zesiger discusses navigating early divorce and breakups within the Young Single Adult (YSA) community of The Church of Jesus Christ of Latter-day Saints. The conversation focuses on dismantling the spiritual stigma surrounding failed marriages and provides actionable methods for processing relationship trauma. 00:02:06 – Cole’s Journey Through Divorce 00:05:08 – The Reality of Early Marriage Challenges 00:07:56 – Understanding Attachment Styles 00:10:41 – The Impact of Divorce on Self-Perception 00:12:27 – The Aftermath of Divorce 00:14:06 – Reflecting on Past Relationships 00:17:14 – The Importance of Community Support 00:20:27 – Addressing the YSA Experience with Divorce 00:22:09 – Normalizing Divorce in Church Culture 00:24:34 – Understanding God’s Role in Relationships 00:27:10 – Creating Depth in Relationships 00:30:02 – The Importance of Service in Marriage 00:32:11 – Supporting Those Experiencing Divorce 00:35:37 – Best Practices for YSA Leaders 00:39:30 – Building a Present Worth Living In Key Insights The Perfection Stigma: Many young Latter-day Saints internalize a strict cultural path (e.g., mission, temple marriage) as a guarantee of success, leading to intense shame, identity crises, and a sense of absolute personal failure if a marriage ends in divorce. Anxious Attachment and Relationship Mechanics: Childhood and mission environments can inadvertently cultivate anxious attachment styles, causing individuals to compulsively try to “will a relationship into existence” or over-sacrifice personal needs rather than assessing core value compatibility. God's Will and Adversity: Divine promptings to marry do not mean God guaranteed a problem-free relationship; rather, adversity and divorce can be part of a broader spiritual landscape designed to build critical emotional skills and resilience. The Physiology of Heartbreak: Neurologically, overcoming a major breakup mimics chemical detox patterns seen in severe substance withdrawals, highlighting that the profound grief experienced by individuals is an intense physiological reality that requires intentional time to navigate. Active Relationship Maintenance: Sustainable long-term intimacy requires entering the “deep end” of a relationship by prioritizing consistent service actions strictly to maintain one's own love for their partner rather than doing so out of a codependent need for constant reciprocation. Leadership Applications Initiate Purposeful Social Inclusion: Leaders should deliberately look out for divorced or grieving ward members, actively connecting them to peer networks and social activities to replace isolation with a forward-looking sense of belonging. Shift the Spiritual Narrative: When counseling individuals facing separation, leaders can help reframe their perspective from viewing divorce as an identity-defining failure or sin to treating it as a difficult life trial that offers space for grace and personal growth. The award-winning Leading Saints Podcast is one of the top independent Latter-day Saints podcasts as part of nonprofit Leading Saints’ mission to help Latter-day Saints be better prepared to lead. Find Leadership Tools, Courses, and Community for Latter-day Saint leaders in the Zion Lab community. Learn more and listen to any of the past episodes for free at LeadingSaints.org. Past guests include Emily Belle Freeman, David Butler, Hank Smith, John Bytheway, Reyna and Elena Aburto, Liz Wiseman, Stephen M. R. Covey, Benjamin Hardy, Elder Alvin F. Meredith III, Julie Beck, Brad Wilcox, Jody Moore, Tony Overbay, John H. Groberg, Elaine Dalton, Tad R. Callister, Lynn G. Robbins, J. Devn Cornish, Bonnie Oscarson, Dennis B. Neuenschwander, Kirby Heyborne, Taysom Hill, Coaches Jennifer Rockwood and Brandon Doman, Anthony Sweat, John Hilton III, Barbara Morgan Gardner, Blair Hodges, Whitney Johnson, Ryan Gottfredson, Greg McKeown, Ganel-Lyn Condie, Michael Goodman, Wendy Ulrich, Richard Ostler, and many more in over 800 episodes. Discover podcasts, articles, virtual conferences, and live events related to callings such as the bishopric, Relief Society, elders quorum, Primary, youth leadership, stake leadership, ward mission, ward council, young adults, ministering, and teaching.