Podcasts about entrepreneurial operating system

A central discussion in the podcast focused on the applicability of the Entrepreneurial Operating System (EOS) for small Managed Service Providers (MSPs). Divergent perspectives were presented regarding whether the EOS framework is suitable for MSPs with very few staff. The conversation highlighted that while EOS provides accountability, transparency, and structured communication, some very small organizations (e.g., four employees or fewer) may find the framework's meeting cadence and process requirements disproportionate to their operational needs. It was noted that EOS promises value in promoting ownership and alignment but that this benefit is more likely realized when an organization reaches a scale where individual ad hoc communications become inefficient. Supporting these observations, it was emphasized that EOS, as detailed in resources such as Gino Wickman's book and related summaries, is designed with flexibility to span small, medium, and large teams. Examples were offered indicating that even companies with four employees have derived benefits through formalizing updates and consolidating communication, provided their baseline culture supports collective knowledge sharing. However, one position outlined that simply reading EOS materials may be sufficient for the smallest organizations to improve focus without fully implementing the structure, especially when daily meetings or formal processes are not otherwise necessary. The episode additionally examined risk management and operational best practices surrounding MSP business growth and eventual sale. The dialogue discouraged running a business constantly as if preparing for immediate sale, citing the need for risk-taking during growth phases. Factors such as maintaining diverse client portfolios, implementing clear master service agreements (MSAs), reducing owner dependency, and minimizing client concentration risk were underscored as practices that support both ongoing scalability and future valuation. A case was discussed in which valuation was negatively impacted by an overreliance on non-contracted, concentrated clients and a lack of W2 employees, illustrating the risk implications of operational decisions. For MSPs and IT service leaders, the discussion underscored the importance of regularly reviewing operational frameworks and business hygiene regardless of size. The tradeoffs between structure and agility require clear-eyed evaluation, particularly in managing risk, scaling sustainably, and ensuring future options for valuation or exit. While formal systems like EOS can strengthen accountability and communication, overengineering processes in very small teams may reduce efficiency. Careful attention to client diversification and contractual commitments is essential for risk reduction and maximizing enterprise value.   Title:    Is EOS good for a small MSP?What are we talking about today: MSP Question of the week: EOS framework in your business – is this good for MSPs? First introduced by Gino Wickman in his book Traction, the EOS framework focuses on aligning teams and driving execution  What the Heck is EOS? (shorter book)  AMYS NEW BOOK!!!   Top 20 questions - Should you run your business like you're going to sell it? Image of Amy's book  Amy's Book: https://amzn.to/4dSYOcR MSP struggle hiring good people – what do you do when you hire a mediocre employee?  Article reference: https://www.linkedin.com/posts/timothykoirtyohannsphr_their-new-hire-was-fired-after-28-days-share-7361376947848843264-5UwS/ What is your quote turnaround time? Tales from the Field: I was doing a valuation this week and shared the results with the owner --  Good revenue 1.5m, good NI 375K, GREAT MRR 75%, good location and team.   No contracts, no office, no employees only 1099, 1 client represents 50% of revenues, and owner wants full exit. Amy and James Events: SMB Online Conference- June 25th panel. Free registration for SMB Online Community members. Register at www.smbonlinecommunityconference.com Mastermind Event – July 30-31st, 2026 in Omaha, NE. Register at  https://kernanconsulting.com/mastermind-event/ Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

In the healthcare marketing industry, just when you think you have everything under control, a new change comes along. And, honestly, it's a heavy responsibility for leaders to build a team structure that can withstand the pressures of the ever-evolving healthcare marketing space, but it also keeps things exciting! In this week's episode, our CEO, Jenny Bristow, shares two key concepts from the Entrepreneurial Operating System (EOS) framework that have helped Hedy & Hopp build a solid marketing team that has withstood many industry changes: the accountability chart & the “Right Person, Right Seat” framework.The Accountability Chart: The accountability chart is distinctly different from traditional job titles and organizational charts in that it focuses on the essential functions a team needs to operate efficiently. Start by mapping out core functions, such as content strategy, paid media, analytics, etc., and assigning responsibilities to each “seat.” When developing an accountability chart, it's critical to ignore current personnel to design an ideal structure from scratch, ensuring zero ambiguity regarding who owns each function.The "Right Person, Right Seat" (RPRS) Framework: Once the ideal structure is developed, evaluate current staff through two lenses: Right Person & Right Seat. Right Person assesses whether the individual shares the organization's core values. Right Seat utilizes the “GWC” framework (Get It, Want It, Capacity to Do It) to determine if a person is suited for a particular role. In other words does the person understand the requirements of the role? Are they genuinely excited and motivated to perform the responsibilities of the seat? And do they possess the mental, emotional, and technical capacity to succeed in the position?Separating the person from the problem is vital when restructuring. If a team member lacks the capacity for a specific modern technical role, it does not necessarily mean they must leave the organization; they may simply belong in a different seat.Connect with Jenny:Email: jenny@hedyandhopp.comLinkedIn: https://www.linkedin.com/in/jennybristow/If you enjoyed this episode, we'd love to hear your feedback! Please consider leaving us a review on your preferred listening platform and sharing it with others.

In this episode, Kevin Taylor shares his journey from real estate investor to business coach, explaining how the Entrepreneurial Operating System (EOS) can transform businesses. Discover key strategies for leadership, scaling, and overcoming common challenges in entrepreneurship.   Professional Real Estate Investors - How we can help you: Investor Fuel Mastermind:  Learn more about the Investor Fuel Mastermind, including 100% deal financing, massive discounts from vendors and sponsors you're already using, our world class community of over 150 members, and SO much more here: http://www.investorfuel.com/apply   Investor Machine Marketing Partnership:  Are you looking for consistent, high quality lead generation? Investor Machine is America's #1 lead generation service professional investors. Investor Machine provides true 'white glove' support to help you build the perfect marketing plan, then we'll execute it for you…talking and working together on an ongoing basis to help you hit YOUR goals! Learn more here: http://www.investormachine.com   Coaching with Mike Hambright:  Interested in 1 on 1 coaching with Mike Hambright? Mike coaches entrepreneurs looking to level up, build coaching or service based businesses (Mike runs multiple 7 and 8 figure a year businesses), building a coaching program and more. Learn more here: https://investorfuel.com/coachingwithmike   Attend a Vacation/Mastermind Retreat with Mike Hambright: Interested in joining a "mini-mastermind" with Mike and his private clients on an upcoming "Retreat", either at locations like Cabo San Lucas, Napa, Park City ski trip, Yellowstone, or even at Mike's East Texas "Big H Ranch"? Learn more here: http://www.investorfuel.com/retreat   Property Insurance: Join the largest and most investor friendly property insurance provider in 2 minutes. Free to join, and insure all your flips and rentals within minutes! There is NO easier insurance provider on the planet (turn insurance on or off in 1 minute without talking to anyone!), and there's no 15-30% agent mark up through this platform!  Register here: https://myinvestorinsurance.com/   New Real Estate Investors - How we can work together: Investor Fuel Club (Coaching and Deal Partner Community): Looking to kickstart your real estate investing career? Join our one of a kind Coaching Community, Investor Fuel Club, where you'll get trained by some of the best real estate investors in America, and partner with them on deals! You don't need $ for deals…we'll partner with you and hold your hand along the way! Learn More here: http://www.investorfuel.com/club   —--------------------

Eric Castelblanco was helping a client navigate the immigration system when she told him about her neighbor's slip-and-fall in their apartment building. Would he help her? Of course he would. Not only did he secure a $250,000 settlement for that client, he later took a case for 92 residents who lived in squalor at the same building. The $2.14 million settlement compelled him to switch from immigration law to habitability law. In this conversation with host Dan Ambrose, Eric reflects on how he built one of California's leading habitability practices from scratch and how he keeps the firm driven to prepare every case as if it's going to trial.Train and Connect with the Titans☑️ Eric Castelblanco | LinkedIn☑️ Castelblanco Law Group | Instagram | LinkedIn | Facebook | TikTok | YouTube☑️ Trial Lawyers University☑️ TLU On Demand Instant access to live lectures, case analysis, and skills training videos☑️ TLU on X | Facebook | Instagram | LinkedIn☑️ Subscribe Apple Podcasts | Spotify | YouTube2026 Programming☑️ TLU Beach, June 3-6, Huntington Beach, CAEpisode SnapshotEric immigrated to the U.S. as a toddler; his family lived in nine different apartments over 12 years, giving him a firsthand understanding of what it means to be a powerless tenant.His father worked in factories and car washes before opening a small machine shop. Working for his father from age 13 "really taught me the work ethic,” he says.Eric attended Loyola Marymount University, passed the CPA exam on his first try, worked two years at KPMG, and then enrolled at Harvard Law School.After five years in corporate law, Eric left because he felt a greater kinship with the plaintiffs' lawyers he watched in depositions.Eric's first habitability case came through an immigration client who referred him to his neighbor, who was injured from a slip-and-fall at their apartment building. That led to a $250,000 settlement..When Eric's immigration client visited his new office to pay rent, he learned that the same management company owned her residential building — where 92 tenants lived in squalor. He mortgaged his house multiple times to fund their case and nearly went bankrupt before a $2.14 million settlement on the eve of jury selection.Castelblanco Law Group now operates with six attorneys and over 20 staff under the Entrepreneurial Operating System (EOS), which Eric credits with transforming how he holds his team accountable and maintains a long-term vision for the firm.At TLU Beach, Eric will teach a lecture and workshop on how to identify, build, value, and try habitability cases.Produced and Powered by LawPods

Many business owners still feel trapped in the day-to-day because their companies rely too heavily on them. The Entrepreneurial Operating System (EOS) changes that by helping leadership teams build structure and accountability so businesses can run smoothly without the owner. Ashley Walters, Professional EOS Implementer at EOS Worldwide, explains how to align EOS with exit planning to build efficiency, long-term growth, and transferable value. She shares how she guides leadership teams through tough structure conversations, puts the right people in the right seats, and helps owners build companies that run independently. In this episode, you will: Understand the difference between business value and transferable value  Learn how to identify your business priorities within a 90-day frame Hear why buyers prefer businesses running on EOS   Highlights: (00:00) Meet Ashley Walters (03:05) How EOS and exit planning work together to grow value (05:50) The structure-first, people-second approach (10:15) What a company running on EOS looks like to a buyer (12:40) The rocks system: setting priorities that move the needle (16:28) Why EOS reveals owner dependence and how to fix it (21:16) Where AI fits in EOS (23:59) The EOS implementation process (29:54) EOS increases the rates of a successful exit (31:39) Why an operating system is always beneficial   Resources: For past guests, please visit https://www.defendersofbusinessvalue.com/   Follow Ashley: Connect on LinkedIn: https://www.linkedin.com/in/ashleyklinewalters/  Email: ashley.walters@eosworldwide.com  Website: https://accelerateadvising.com/    Learn more about EOS: https://www.eosworldwide.com/    Follow Ed: Connect on LinkedIn: https://www.linkedin.com/in/edmysogland/ Instagram: https://www.instagram.com/defendersofbusinessvalue/ Facebook: https://www.facebook.com/bvdefenders

What happens when a computer science guy turns a drunken family painting night into a 150-location franchise empire? Craig Ceccanti joins the Success Formula Podcast to break down exactly how he scaled Pino's Palette from a $1,000 rent storefront in Montrose to a nationwide franchise powerhouse averaging $350,000 in revenue per location.But the real conversation goes way deeper than business. Craig and Shawn unpack why the traditional education system is failing an entire generation, with 55% of Texas college graduates returning home without jobs. They dive into the terrifying reality that AI and robotics are about to compress a decade of career disruption into just a few years, leaving parents and institutions scrambling to catch up.Craig reveals the Entrepreneurial Operating System that transformed his chaotic leadership style into a scalable machine, shares why your best salesperson might be destroying your company culture, and explains the concept of entrepreneurship through acquisition that is creating millionaires out of corporate employees who never thought they could own a business.Whether you are a parent trying to figure out how to prepare your child for a world that does not exist yet, an entrepreneur drowning in tasks you should have delegated years ago, or someone stuck in corporate wondering if there is another path, this episode is your blueprint.Instagram- https://www.instagram.com/craigceccantiWebsite- https://www.craigceccanti.comTune in every Tuesday at 10 AM for another inspiring success story, along with the proven formula to help you achieve your own goals. Don't miss out on the insights that could change your life!Buzzsprout- https://successformulapodcast.buzzsprout.com/Spotify - https://open.spotify.com/show/7aRe06pXIq6yq8GQf62NBMAmazon Music - https://music.amazon.com/podcasts/1393b77c-626a-4a53-bdd5-43ce3b1aa15b/success-formula-podcastApple Podcast- https://podcasts.apple.com/gb/podcast/success-formula-podcast/id1748704615Our Social Media:Youtube: https://www.youtube.com/@OfficialSuccessFormulaInstagram: https://www.instagram.com/officialsuccessformula/Twitter: https://x.com/_SuccessFormula/Tiktok: https://www.tiktok.com/@officialsuccessformula

David Sullivan is a Professional EOS Implementer who helps entrepreneurial leadership teams gain clarity, alignment, and traction using the Entrepreneurial Operating System® (EOS). With a practical, no-nonsense approach, he works closely with business owners and their teams to simplify how they run their companies—focusing on vision, accountability, and disciplined execution. His sessions are known for cutting through complexity, getting everyone on the same page, and driving real, measurable progress.  What sets David apart is his ability to translate EOS principles into everyday business operations that actually stick. He partners with organizations to strengthen leadership teams, improve communication, and build healthier, more functional companies over time. Through consistent guidance and a structured framework, David helps businesses move from reactive to intentional—creating a clear path toward sustainable growth and stronger results. ______________________________________________________________________________________________ Links:  https://implementer.eosworldwide.com/david-sullivan/ https://www.youtube.com/@EOSWorldwide https://www.linkedin.com/in/davidsullivaneos/

This week on P&L, I'm joined by Tim Haugh, the founder and president of Evergreen Companies. This episode dives into Tim's fascinating leap from a comfortable corporate career into entrepreneurship - a jump he made not because he was fired, but because he was offered a promotion he didn't want.    Tim shares the story of how a lucky dinner conversation led to the founding of his recycling business, how his team pushed him to expand from paper to plastics, and how he navigates the volatile commodity markets without losing sleep. We also explore the unique dynamics of running a family business, the boundaries he and his wife set to keep work at work, and how implementing the Entrepreneurial Operating System (EOS) allowed him to manage less and lead more.   Tune in this week on P&L to learn what it takes to build a thriving business, cultivate an incredible company culture, and transition into the "owner's box."   Contact Tim at tim.haugh@evergreen-recycling.com.   "I didn't wanna sit in meetings all day. I wanted to do stuff... so I started looking to do something on my own." — Tim Haugh   This week on Priorities & Lifestyle:   Leaving the Corporate Ladder: Why getting a major promotion was the exact catalyst Tim needed to start his own business. The "Accidental" Family Business: Navigating the transition of bringing four adult children into a company they were originally told they wouldn't work for. Navigating Volatile Markets: Tim's philosophy on managing inventory and avoiding the speculation trap in the recycling commodities market. Managing Less, Leading More: How implementing EOS over the last 15 years helped Tim step out of the daily weeds and shift his focus to high-level leadership. Setting Family Boundaries: The crucial rule of leaving business talk away from the family dinner table. Our Favorite Quotes:   "The lesson is always listen to your people because they have good ideas." — Tim Haugh "Common wisdom is that the number one thing that puts businesses out of business is lack of cash. And I like to say the number two thing is lack of communication." — Tim Haugh "We let them make decisions, we let them make mistakes. And I don't really mind a mistake. I prefer a mistake than a lack of action." — Tim Haugh   About Rob Schulz and P&L Priorities & LIfestyle Podcast   The P&L: Priorities & Lifestyle Podcast is a show for business owners. In each episode, host and financial planner Rob Schulz sits down with business owners and the professionals that serve them to talk about business building, life, money — and the all-important transition out of the business, which inevitably happens to everyone who has ever founded a company.    Email Rob at rob.schulz@schulzwealth.com with questions and comments, or to schedule a one-on-one conversation.    Follow Rob on LinkedIn Follow Schulz Wealth on LinkedIn Follow Schulz Wealth on Facebook   Order Rob's book, Thoughts on Things Financial, on Amazon | Barnes & Noble | Kobo | iBooks | Kindle   Subscribe to the podcast here: Apple Podcast  Spotify Audible  And, if you enjoy the show, please leave a review to help others discover the podcast. *You're listening to P&L: Priorities & Lifestyle with your host Rob Schulz. Rob is the Founder and President of Schulz Wealth. All opinions expressed by Rob and his guests are solely their own opinions and do not reflect the opinions of Schulz Wealth. This podcast is for informational purposes only and should not be relied upon for investment decisions. Please refer to our website for more information: schulzwealth.com.

In this episode, we sit down with best-selling author and business strategist Andy Clark to unpack the ideas behind his latest book, Getting The Whole PIE: How to Create More Profit, Impact, and Enjoyment in Your Small Business… Getting The Whole PIE is a roadmap for small business owners looking for a proven system to grow their business without working more. Many entrepreneurs start with big dreams but end up buried in tasks, overwhelmed by decisions, and frustrated that their hard work isn't producing the results they expected — but it doesn't have to stay that way. Andy shares a practical path forward by helping business owners create more of the three outcomes that matter most: profit, impact, and enjoyment (P-I-E). This conversation explores: Why so many small business owners get stuck. How to grow your business without working more hours. Practical systems for improving operations and team alignment. Ways to avoid falling into the "success paradox." With a background in business law and two decades of experience advising entrepreneurs, Andy developed The Whole PIE System™,  a practical, step-by-step framework for getting out of the weeds and leading with confidence. He has worked with business owners across North America to simplify operations, align their teams, and drive sustainable growth. His approach blends strategic thinking with real-world execution, always grounded in what actually works for small businesses with limited time and big ambitions. To learn more about Andy and The Whole PIE System™, click here now!

SUMMARY: Aaron and Terryn make the case for the one thing that cuts through business chaos faster than anything else: a real operating system. They dig into EOS, the Entrepreneurial Operating System from the book Traction, and break down why visionaries who run on gut instinct and new ideas desperately need a consistent weekly meeting structure that holds everyone accountable to real numbers and real outcomes. From quarterly rocks to the visionary-integrator relationship, they walk through how a one-hour weekly meeting done the right way can replace the noise, the story time, and the constant fire drills that burn out teams and stall growth. Grab the free meeting templates and training at https://rocks.opsexpertsacademy.com. Minute By Minute: 00:00 Introduction to Chaos in Business 01:44 Calming the Storm: The Silver Bullet 03:44 Implementing an Operating System: EOS 07:34 The Importance of Consistency and Accountability 12:09 Metrics and Performance Evaluation 17:36 Empowering Teams and Visionaries

Most urgent care owners spend time training their teams on what to do.But very few take the time to explain why it matters.In this episode of Walk-Ins Welcome, Nick and Michael break down the concept of vision casting and why it is one of the most overlooked drivers of team alignment, culture, and growth in urgent care clinics. The conversation was sparked by a real client situation where staff resistance wasn't a training issue. It was a lack of clarity around direction.They unpack how failing to communicate the vision leads to confusion, disengagement, and resistance to change. More importantly, they walk through how to fix it. From telling the story of how your clinic started to clearly defining where it's going, this episode gives a practical framework for building buy-in at every level of your team.If your clinic is implementing changes but your staff isn't fully on board, this is the conversation you need.

In this special collaborative episode between the Building HVAC Science Podcast and HVAC School, host Bryan Orr sits down with his father and co-founder Robert Orr (Kalos) and Bill and Billy Spohn, the father-son duo behind TruTech Tools, for an in-depth conversation about the realities of running, transitioning, and ultimately passing the torch in a family-owned business. What makes this episode particularly compelling is that both pairs are actively living through their own succession journeys in real time, offering listeners an unusually candid and personal look at the emotional, structural, and cultural dimensions of handing off a business you helped build from the ground up. The conversation begins with each participant sharing where they stand today. Bill Spohn Sr. is transitioning into semi-retirement as CEO and co-owner of TruTech Tools, which has tripled in revenue since his son Billy joined the company in 2018. Billy Spohn has stepped into the role of President and co-owner, focusing on working on the business rather than in it. Robert Orr, co-founder of Kalos alongside Bryan, has similarly stepped back after a formalized three-year succession plan, with Bryan now holding majority ownership and day-to-day control. Together, these four men represent two different approaches to the same deeply human challenge: what does it really mean to let go of something you built, and how do you do it in a way that honors both the past and the future? A major theme throughout the episode is the emotional weight of identity and transition that founders and long-time leaders rarely talk about openly. Both Bill Spohn Sr. and Robert Orr reflect candidly on how much of their personal identity has been wrapped up in their respective companies, and how surprising it has been to grapple with the shift from decision-maker to advisor. Robert speaks movingly about health challenges, including having suffered strokes, that accelerated his thinking about succession and mortality. The group explores how no amount of business planning fully prepares you for the emotional reality of stepping back, and yet both men express genuine peace and gratitude for how their transitions have unfolded. The honesty in these reflections is rare and refreshing, especially in business media that often skips the messy human middle. The discussion also digs deeply into the operational and cultural infrastructure that makes a successful handoff possible. TruTech Tools implemented the Entrepreneurial Operating System (EOS) starting in 2022, a framework that Billy says was one of the greatest gifts his father could have given him before assuming leadership. EOS brought role clarity, accountability structures, and regular team rhythms that transformed how the company functions. Bryan and Robert took a more organic approach at Kalos, leaning on trust, a shared value system, and clearly defined responsibilities that evolved over years of working side by side. Both companies emphasize that clarity and accountability are non-negotiable, regardless of company size, and that culture is not a poster on the wall but a reflection of how leaders actually behave when things get hard. The episode closes with practical advice for other family business owners navigating similar journeys. Key takeaways include starting the conversation early, building an advisory board outside the company, making public commitments to accountability, investing in business reading and peer groups, holding regular family meetings so that everyone understands the plan, and above all, prioritizing emotional health and the ability to have hard conversations before they become festering resentments. Bryan offers a memorable point: intelligence gets beaten by emotional regulation and patience every day. The group is unanimous that succession planning is not a single event but a thousand small handoffs, and the best time to start preparing is well before you feel ready. Topics Covered Introductions: Bryan Orr (Kalos), Robert Orr (Kalos co-founder), Bill Spohn Sr. (TruTech Tools CEO), and Billy Spohn (TruTech Tools President) TruTech Tools 3x revenue growth since Billy joined in 2018 The emotional side of letting go: identity shifts, loss of relevance, and the unexpected grief of stepping back from a business you built Moving from decision-maker to advisor: how both Bill Sr. and Robert are navigating this transition Legacy vs. transactional business: building to keep versus building to sell, and the stewardship mindset The baton handoff metaphor: why succession is a thousand small transitions, not one dramatic moment Robert Orr on health challenges (strokes) that accelerated his thinking about succession planning EOS (Entrepreneurial Operating System) at TruTech Tools: what it is, how it was implemented over two years starting in 2022, and why Billy credits it as the single biggest gift for his leadership journey Role clarity and accountability charts versus traditional org charts Quarterly employee check-ins as an alternative to annual reviews How Kalos grew organically without a formal EOS framework, and the value of building structure around trust and shared values GWC framework from EOS: Gets it, Wants it, Capacity to do it Kalos hitting 400+ employees and the challenges that come with scale Culture preservation through succession: how core values survive a leadership change Faith-based principles in business culture: loving your neighbor, leading with grace, clarity as kindness The concept of stewardship: feeling responsible for a business rather than simply owning it Separate job descriptions for CEO vs. President at TruTech Tools and why it mattered for the whole team Bryan on having five family members working at Kalos and maintaining clear boundaries between family and professional roles Advice for family businesses: start early, overcommunicate, make public commitments, seek outside advisors Building a small advisory board outside the company for outside perspective Recommended resources: business peer groups, books on succession planning, and the EOS/Traction framework by Gino Wickman The importance of family meetings for keeping non-active family members informed and aligned Forgiveness and reconciliation as a foundation for healthy family business relationships Having hard conversations proactively so tension does not carry into family life Bill Spohn Sr.'s closing reflection on what comes after stepping back, and the importance of preparing for your next chapter in life Resources mentioned: Traction by Gino Wickman Rocket Fuel by Gino Wickman & Mark Winters Succeeding by Albert Ciuksza Good to Great by Jim Collins Family Business Succession: The Final Test of Greatness by Aronoff, McClure, & Ward Process! by Mike Paton and Lisa Gonzalez The Business Transition Handbook by Laurie R. Barkman Who Comes Next? Leadership Succession Planning Made Easy by Mary C. Kelly & Meredith E. Powell Predictive Index (personality/behavioral assessment tool used at Kalos) University of Pittsburgh business peer group for entrepreneurs (referenced by Billy) Family business advisory boards and outside mentors   Visit TruTech Tools at https://trutechtools.com/.  Have a question that you want us to answer on the podcast? Submit your questions at https://www.speakpipe.com/hvacschool. Purchase your tickets or learn more about the 7th Annual HVACR Training Symposium at https://hvacrschool.com/symposium. Subscribe to our podcast on your iPhone or Android. Subscribe to our YouTube channel. Check out our handy calculators here or on the HVAC School Mobile App for Apple and Android.

What if the biggest obstacle to winning negotiations isn't your opponent—but your own reluctance to have tough conversations? In this episode of Thrive LouD, Lou Diamond sits down with business strategist and negotiation expert Jonathan B. Smith—author of "Fight Less, Win More"—to debunk the myths about negotiation, decision-making, and what it really takes for teams to thrive.You'll discover why most business problems stem from avoiding critical conversations, and how negotiation skills aren't just for closing deals—they're essential for everyday life, leadership, and even family dynamics. Jonathan B. Smith shares personal stories, unconventional negotiation scenarios, and key lessons from training with Chris Voss and the Black Swan Group. Plus, get actionable tips on building a personal board of directors and the number one thing that makes or breaks any negotiation.Episode Overview:00:00 Introduction to the episode and guest01:23 Jonathan B. Smith's entrepreneurial background02:24 What is the Entrepreneurial Operating System (EOS)?03:22 The most common problem in organizations today04:03 Genesis of "Fight Less, Win More" and working with Chris Voss05:25 Redefining negotiation and the power of listening06:42 Surprising ways negotiation skills improve everyday relationships07:39 The real-world wins and gifts from publishing the book08:45 Is negotiation always about fighting?09:41 Mastering emotional triggers and negotiation self-awareness11:09 The importance of coaches and building a personal support team12:05 Where to find Jonathan B. Smith online13:00 Big goals for spreading negotiation skills globally13:56 Fun Street: Movies, music, food, and more16:12 Where in the world Jonathan B. Smith would love to be16:25 Closing thoughts and gratitude

In this podcast episode of Better Business, Better Life, Daniel Davis shares some tips on what the EOS life really is & how you can live the EOS life as an Entrepreneur or Business Owner.Daniel has a 20+ year history of building companies, and his obsession is helping entrepreneurial organisations to clarify, simplify and achieve their vision. He has been a founder, owner and leader in six successful companies in varying industries, and is now responsible for bringing the tools of EOS®, The Entrepreneurial Operating System®, into Australia, New Zealand and the Asia Pacific region.In this podcast, Daniel talks about:His love for fast cars, what he learned as life as an IGA owner in the Blue Mountains, how he discovered EOS & his 'twin' Gino Wickman, how he uses EOS in his personal life, how something can be simple but not easy!Daniel's passion to help others is evident in this podcast - you don't want to miss this episode!Daniel's EOS Life:When I read the book Traction by Gino Wickman, I loved it so much that I made it my mission to bring EOS® to Australia.EOS, the Entrepreneurial Operating System®, is widely used in the USA and Europe by tens of thousands of companies, and we want to see as many companies as possible enjoying the benefit of the EOS tools across Australia and beyond.Since 2017 the team at EOS Worldwide has entrusted me with the honour of representing and expanding the EOS brand here in Australia and New Zealand, and the wider Asia Pacific Region, where we are building a thriving community of entrepreneurs who are running their businesses using the EOS Process, Model, and Tools. As the regional Community Leader, I train and prepare EOS Implementers for a successful journey to EOS Mastery.At EOS Worldwide, we are devoted to finding, training and supporting like-minded entrepreneurs who want to become master EOS Implementers and live the "EOS Life":Doing what you love to doGrowing with people you enjoyMaking a significant differenceBeing compensated appropriatelyWith time to pursue other passions

Work harder, spin faster, end up in the same place. That's the trap so many leadership teams fall into, and it's exactly why we brought on Dusty Pruitt, an EOS Implementer who's helped companies replace stress and guesswork with a clear operating rhythm. Dusty shares the moment he realized his own business needed systems, not more hustle, and how the book Traction became a practical playbook for building a healthier, stronger company.We dig into the six core components of the Entrepreneurial Operating System: vision, people, data, issues, process, and traction. Dusty explains what “right people, right seats” really looks like (including GWC), how a weekly scorecard brings focus, and why calling problems “issues” matters if you want psychological safety and real truth in the room. We also talk about processes that don't become a 700-page SOP monster, plus quarterly rocks and 90-day planning that turn effort into forward motion.Then we connect EOS to real-world decisions in retail and beyond: making capability bets that match your vision, filtering client fit with confidence, and staying ahead of what will be a category issue in four weeks instead of reacting when it's too late. Dusty also previews his “entrepreneurs as gardeners” idea, a powerful way to think about leadership, growth, and building a place where people can flourish.Subscribe wherever you listen, share this with a leader who feels stuck, and leave a review so more builders can find the show. What's the one “issue” your team keeps avoiding right now?

Join an active community of RE investors here: https://linktr.ee/gabepetersenREAL ESTATE INVESTING JOURNEY

This week, our guest is Chris Hallberg, CEO and founder of Business Sergeant and president and founder of GoExpand, where he helps organizations implement EOS, the Entrepreneurial Operating System.   Chris joins the show to share how EOS can help teams build more clarity, accountability, and traction. He breaks down the six key components of the framework and explains why so many organizations struggle with alignment and execution.   We also talk about three EOS concepts that feel especially relevant for internal audit: vision, issues, and traction. Chris shares practical ways teams can create a clearer vision, solve the real root of problems, and build stronger follow-through through priorities and meeting rhythms. Be sure to connect with Chris on LinkedIn.   5:58 - How Chris uses Chat 8:22 - Why you should care about EOS 15:51 - Making the vision actually count 23:24 - Issues Protocols That Actually Work 29:47 - How Do You Build Traction on Team Priorities 33:29 - Final Thoughts   Be sure to connect with Mark on LinkedIn. Also, be sure to follow us on our social media accounts on LinkedIn, Instagram, and TikTok.   Also be sure to sign up for The Audit Podcast newsletter and to check the full video interview on The Audit Podcast YouTube channel.   This podcast is brought to you by Greenskies Analytics, the services firm that helps auditors leap-frog up the analytics maturity model. Their approach for launching audit analytics programs with a series of proven quick-win analytics will guarantee the results worthy of the analytics hype.    Whether your audit team needs a data strategy, methodology, governance, literacy, or anything else related to audit and analytics, schedule time with Greenskies Analytics.

From High Revenue to High Profit: The Missing Piece in Your Business with Chris Hallberg, EOS   Find Rocky Lalvani @ www.ProfitComesFirst.com  or email him at rocky@profitcomesfirst.com  Make more, work less video: https://youtu.be/    Hire a Green Beret: Why Veterans Transform Your Business    In this episode, Rocky Lalvani sits down with Chris Hallberg, ranked #9 on Inc. Magazine's Top 50 Leadership & Management Experts, to discuss why hiring the right people and implementing disciplined systems are the real keys to building a profitable business. Chris shares insights from his military background, his veteran-powered recruiting company Business Sergeant, and his work implementing the Entrepreneurial Operating System (EOS) with hundreds of companies. Learn why Green Berets might be your secret weapon, how to stop bleeding money through bad hiring decisions, and why your profit problem might not be a revenue problem at all.    Learning Insights  The true cost of bad hiring: A single bad hire in a $100,000 role costs approximately $500,000 when accounting for turnover and lost productivity. A-players cost only 1.2X to 1.6X more but deliver 2 to 10 times the value.  Veterans are exceptionally rare and valuable: Only half of 1% of the US population has special operations training. They don't cost more to hire than regular candidates but deliver exponentially more value through proven leadership under pressure.  High revenue does not equal high profit: The biggest pattern Chris sees is companies saying yes to every opportunity. Without a strong number two person (COO/integrator) to say no and protect margins, you get high sales but low profit.  Your yes person needs a no person: Visionary CEOs naturally seek opportunities. They need a strong integrator to say no and protect profit margins. Without this balance, money disappears and profit suffers.  Accountability is natural with the right people: When you hire aligned, quality people who share your values, accountability happens without friction. If you can't hold someone accountable, you have the wrong person in that seat.  Use math, not gut feeling, to make decisions: Create a go/no-go matrix based on realistic data. Input assumptions about revenue, time, and resources. Let the numbers tell you yes or no instead of relying on passion or intuition.  Discipline beats opportunity every single time: The road to business failure is paved with companies that couldn't decide what to say no to. Clear, disciplined decisions about strategy and fit matter more than saying yes to everything.    The Big Takeaway  The difference between businesses that struggle and businesses that thrive isn't complicated. It's not about working harder, better marketing, or a superior product. It's about two things: the right people in the right seats, and the discipline to say no to opportunities that don't fit your strategy and profit model. Most visionary founders and CEOs are wired to say yes. They're opportunity seekers. That's their strength. But without a strong integrator, COO, or number two person who protects profit margins by saying no, companies end up with high revenue and low profit. They're exhausted, understaffed, and serving too many customers at too thin a margin. Additionally, most business owners are flying blind when it comes to hiring and decision making. They rely on gut feeling instead of math. Veterans, particularly those from special operations backgrounds, bring a rare combination of perseverance, problem solving, accountability, and calm under pressure that most candidates can't match. They've been selected and tested in environments where failure isn't an option. They understand what real adversity looks like, which makes business challenges feel manageable by comparison. The math is simple: invest more upfront in the right person, hold them accountable, create systems for evaluation and improvement, and say no to opportunities that don't fit. Do this, and your business transforms.    Conclusion  Building a profitable, scalable business requires more than good ideas and hard work. It requires the right people in the right seats, clear systems for making decisions, and the discipline to say no. Chris Hallberg's work with hundreds of leadership teams and his experience as a veteran demonstrate that these principles work regardless of industry or company size. Whether you hire a Green Beret through Business Sergeant or simply apply the framework Chris and Rocky outlined, the message is the same: your people and your discipline are what create profit. Everything else is a distraction.    About Chris Hallberg  Chris Hallberg—known as the "Business Sergeant"—is a top-ranked leadership expert, military veteran, and serial entrepreneur who transforms good companies into great ones, fast. Ranked #9 on Inc. Magazine's Top 50 Leadership & Management Experts—ahead of Simon Sinek—Chris blends battlefield-tested leadership with the Entrepreneurial Operating System (EOS) to deliver proven results.  He scaled and sold a startup during the Great Recession at an 8× multiple, built royalty-generating sales systems, and became Colorado's first EOS Implementer, guiding 100+ teams to achieve 90%+ employee engagement rates and 100+ Best Places to Work awards. Today, he co-builds a $5M AI-driven EOS platform while coaching billion-dollar contractors, national chains, and franchises with a remarkable 85% success rate.  With his no-nonsense, high-energy style, Chris simplifies strategy, strengthens culture, and shows leaders how to drive 30%+ EBIT on predictable systems—making him a powerhouse guest for any podcast.    Links  Website: https://goexpand.com/   LinkedIn: https://www.linkedin.com/in/chris-hallberg-01516315/  Facebook: https://www.facebook.com/people/GoExpand/61577326657347/#  Instagram: https://www.instagram.com/goexpandplatform?igsh=MXV5N2I1Mml0MXF4aw%3D%3D  YouTube: https://www.youtube.com/@GoExpand    Profit Blueprint Calculator I Profit Comes First https://lp.profitcomesfirst.com/profitblueprintcalc-page    Watch the full episode on YouTube: https://www.youtube.com/@profitanswerman  Sign up to be notified when the next cohort of the Profit First Experience Course is available!  Free Copy of the Profit Blueprint Book: https://lp.profitcomesfirst.com/landing-page-page   Monthly Newsletter signup: https://lp.profitcomesfirst.com/newsletter-signup  Relay Bank (affiliate link): https://relayfi.com/?referralcode=profitcomesfirst  Profit Answer Man Facebook group: https://www.facebook.com/groups/profitanswerman/  My podcast about living a richer more meaningful life: http://richersoul.com/  Music provided by Junan from Junan Podcast  Any financial advice is for educational purposes only and you should consult with an expert for your specific needs. 

What actually drives sustainable business growth: strategy, capital… or culture? In this episode of the Grownlearn Podcast, Zorina Dimitrova sits down with Chris Hallberg, also known as The Business Sergeant, to break down what truly makes companies scale, and why most founders underestimate the role of systems, accountability, and team alignment. Chris shares how the Entrepreneurial Operating System (EOS) helps businesses create clarity, structure, and execution discipline across six core components: vision, people, data, issues, process, and traction. Beyond frameworks, this conversation goes deeper into what separates average companies from high-performing organizations, from building A-player teams to navigating AI disruption and long-term business transformation. If you are scaling a company, preparing for investment, or optimizing for long-term value creation, this episode offers a practical lens on what actually works.

Mastering Business Traction: The EOS Advantage with Jason QuintIn a recent episode of The Thoughtful Entrepreneur Podcast, host Josh Elledge sat down with Jason Quint, a Professional EOS Implementer and the founder of TheEOSguy.com. Their conversation explores the intersection of disciplined artistry and operational excellence, drawing on Jason's unique background as a professional trumpet player and a high-level corporate executive. For founders feeling the weight of "wearing too many hats," this episode serves as a strategic roadmap for implementing the Entrepreneurial Operating System (EOS) to clarify vision, gain traction, and build a healthy, accountable leadership team.The Delegate and Elevate Strategy: Moving from Chaos to ControlMany high-achieving entrepreneurs reach a plateau where their personal involvement in every micro-decision becomes the primary bottleneck for growth. Jason Quint explains that breaking through this ceiling requires a fundamental shift in mindset—moving away from being a "doer" of all things to becoming a strategic leader who focuses exclusively on their unique abilities. The "Delegate and Elevate" framework is a core component of this transition, requiring leaders to rigorously audit their weekly activities and categorize them by both energy and impact. By identifying tasks that drain mental bandwidth or fall outside their core genius, founders can systematically offload these responsibilities to capable team members. This process doesn't just improve efficiency; it recalculates the opportunity cost of a leader's time, freeing them to focus on the high-level vision and strategic partnerships that actually move the needle.A healthy organization is not one that is free of conflict, but one that practices "productive conflict" rooted in vulnerability-based trust. Jason emphasizes that the most successful leadership teams engage in passionate, honest debates where issues are attacked rather than personalities. In many family-run or founder-led businesses, deep-seated issues often simmer beneath the surface, creating an invisible drag on productivity. As an impartial EOS Implementer, Jason facilitates these difficult conversations, helping teams surface "the elephant in the room" so it can be resolved once and for all. This level of radical transparency ensures that once a decision is made, every member of the leadership team is fully aligned and accountable, eliminating the "meeting after the meeting" that so often sabotages execution.Implementing a proven system like EOS provides a company with a "common language" and a structured set of tools, such as the Level 10 Meeting and the Scorecard, to track progress with mathematical clarity. Jason's engagement model is built on a "no-risk" philosophy, reflecting the trust-based culture he fosters within client organizations. There are no long-term contracts; instead, the value is proven session by session. For companies with 10 or more employees that are struggling with complexity or people issues, this structured approach replaces "gut-feel" management with a repeatable rhythm of success. By aligning the entire organization around a shared vision and a clear set of 90-day "Rocks," leaders can regain control of their time and finally build a business that can run—and grow—without them.About Jason QuintJason Quint is a Professional EOS Implementer and business coach who helps leadership teams get what they want from their businesses. With over 20 years of experience as a CFO and COO, Jason has scaled major corporate divisions and founded his own successful ventures. He combines his "battle-tested" business acumen with the discipline of a professional musician to guide companies through the rigorous journey of operational transformation.About TheEOSguy.comTheEOSguy.com is the professional practice of Jason Quint, dedicated to implementing the Entrepreneurial Operating System for growth-oriented companies. Jason provides the tools, facilitation, and coaching necessary for organizations to achieve 100% alignment on their vision and 100% traction on their goals. His approach is trust-based and results-driven, focusing on building healthy, high-performing leadership teams.Links Mentioned in This EpisodeJason Quint's Official Website: https://www.theeosguy.comJason Quint on LinkedIn: Connect with JasonKey Episode HighlightsThe Musical Parallel: How the discipline, listening, and collaboration required in professional music translate into high-level business leadership.The Six Key Components of EOS: A breakdown of how Vision, People, Data, Issues, Process, and Traction create a holistic operating system.Productive Conflict: Why healthy leadership teams must embrace honest debate to reach true alignment and accountability.The Opportunity Cost of Leadership: Understanding why "Delegate and Elevate" is essential for founders who want to scale without burning out.A Trust-Based Model: Jason's unique approach to client engagement, offering a no-contract, pay-for-value methodology.ConclusionThe conversation with Jason Quint underscores that business success is rarely the result of a single brilliant idea, but rather the consistent application of a disciplined system. By embracing the EOS framework and fostering a culture of accountability and healthy conflict, leaders can transform their organizations from chaotic environments into high-traction engines of growth.More from The Thoughtful Entrepreneur

In this episode, Dr. Steve Vargo sits down with optometrist and consultant Dr. Larry Golson for a practical conversation about leadership, delegation, and one of the biggest hidden barriers to growth in private practice: the owner who can't let go. Building on an earlier discussion about EOS—the Entrepreneurial Operating System introduced in Traction—Steve and Larry focus on one of its most powerful and misunderstood tools: the Accountability Chart. Together, they explore how a clear structure for roles, reporting, and ownership can reduce chaos, improve trust, and help practice owners stop being the bottleneck in their own business. Larry shares how implementing EOS in his own practice changed everything—from team alignment to sustainable growth—and why many owners unknowingly create stress, confusion, and frustration by leading from control rather than clarity. They also unpack the emotional side of delegation: why trusting your team feels so difficult, how to avoid creating more conflict during organizational change, and why empowering others often leads to better outcomes than trying to hold everything together yourself. This conversation goes beyond org charts or management tactics. It's about rethinking leadership, creating structure that gives people confidence, and building a practice that grows because more people are taking ownership—not because the owner is carrying more.   Listen to Episode 24: Transition From Patient Care to Practice Development   Not fully confident in what your practice's numbers are telling you? It's time for a financial health review. Book your Financial Health Review Call    Follow our Podcast on All Available Platforms Follow our Podcast on Instagram Follow IDOC on Facebook Follow IDOC on LinkedIn Watch our Podcast Video on YouTube

SUMMARY: In this episode of the Ops Experts Club, Aaron & Terryn break down the value of quarterly employee evaluations and how a simple framework can help leaders stay aligned with their teams. They discuss the "555" evaluation method from the Entrepreneurial Operating System (EOS), which focuses on three key areas: how well team members embody the company's core values, how they're performing in their primary responsibilities, and their progress on major quarterly projects ("rocks"). This structure creates clarity around expectations while keeping evaluations quick, consistent, and productive. The conversation also highlights how regular check-ins prevent role confusion, uncover growth opportunities, and create a healthier feedback culture. Instead of evaluations being stressful or one-sided, the 555 model encourages open dialogue—allowing both leaders and team members to share what's working, what isn't, and how to improve. The result is a simple but powerful system that helps teams stay aligned, accountable, and focused on long-term growth. Minute By Minute: 00:00 Introduction and Personal Insights 02:51 Taking Back Mondays: A New Approach 05:37 Quarterly Evaluations: Importance and Implementation 11:20 The 555 Model: Core Values and Key Roles 16:55 Rocks and Performance Indicators: Measuring Success  

In this episode of the Kreatures of Habit Podcast, host Michael Chernow sits down with entrepreneur and creative strategist Adam Greenfeld for a deep conversation about entrepreneurship, building CPG brands, and the balance between vision and execution.Adam shares his journey from launching his first supplement brand Go, learning hard lessons from failure, and later helping grow Formula through innovative paid media, creative strategy, and strong product positioning before the company eventually rebranded to Thesis. The conversation explores the role of visionaries vs. integrators, a key framework in the Entrepreneurial Operating System (EOS), and why founders must surround themselves with the right people and systems as companies scale.Michael and Adam also talk about the importance of reading people's energy, avoiding pushy partnerships, and building a circle of inspiring peers who elevate your thinking. Adam reflects on stepping away from a company when it outgrew him, moving from New York to Los Angeles, and launching Frij, a creative studio focused on health and wellness ingestible brands.If you're interested in brand building, entrepreneurship, creative marketing, and founder mindset, this conversation offers valuable perspective and real-world lessons from two experienced operators.TIME STAMPS03:35 Energy and Vetting People 13:37 Build a Winning Circle 18:05 Entrepreneurship Timeline 20:34 Paid Media Creative Edge24:27 Top of Funnel Targeting 29:48 Rebrand and Stepping Away 34:36 Co-Founder Dynamics and Self-Doubt 41:15 Creative Entrepreneurs and RDT 44:04 Visionary vs Integrator 47:25 Innovation as a Role 50:41 Transcend the Process 52:51 Protein Bar Taste Test 55:00 Moving to LA Reset 01:02:55 Top Three Founder Priorities 01:06:58 Curiosity and Learning Speed 01:10:58 Fitness and Journaling Rituals 01:17:32 Gratitude and Wrap Up 

BONUS: How to Build Teams That Think, Own, and Execute Without Burnout What if the problem isn't your people—but how your leadership shows up? In this episode, Sid Jashnani unpacks how Agile thinking, EOS (the Entrepreneurial Operating System), and his DELTA Delegation Ladder can help leaders build teams that truly own outcomes, execute without micromanagement, and grow the business—without burning out leaders or teams. The Breaking Point: When Smart People Don't Own Outcomes "I realized that I was the system, I was the bottleneck. And I was the one orchestrating everything. And if I were to step away for just going for dinner with my family, I would still get a call from someone."   Around 2014, Sid was running a thriving systems integration company with great people—people he trusted and loved working with. But they weren't owning outcomes. They were busy, but not always productive. Every decision fell back on Sid, and when the calls kept coming during family dinners, he started responding with irritation and sarcasm—a leadership pattern he knew was unsustainable. That moment of self-awareness became the catalyst for change. Sid realized the problem wasn't his team's competence; it was his inability to get them aligned, accountable, and clear on expectations.  That's when he discovered EOS—a business operating system created by Gino Wickman that orchestrates how you set priorities, run meetings, connect with your team, and track your numbers. Over the next few years, implementing EOS across his organization brought the clarity, accountability, and discipline his business needed. Where Agile and EOS Overlap: Trust Through Structure "The real overlap is trust through structure. If there's no structure, then I'm not accountable to you. I can do whatever."   Sid sees deep parallels between Agile and EOS. Both are allergic to hero culture. Both push decisions as close to the work as possible. Both rely on cadence—sprints, weekly meetings, daily stand-ups—to create rhythm without micromanagement. And both use visibility, numbers, and scorecards to keep teams aligned. But the real overlap, as Sid frames it, is trust through structure. In EOS, teams are structured through an accountability chart: who owns what outcome, who reports to whom, and how success is defined for each role. Without that structure, accountability becomes optional, and without accountability, trust never forms. Sid connects this directly to Patrick Lencioni's The Five Dysfunctions of a Team—where trust sits at the base of the pyramid, enabling healthy conflict, commitment, accountability, and ultimately results. The key anti-pattern Sid warns about: people picking only the comfortable parts of a system and relaxing the parameters so much that it becomes "SOS—Sid's Operating System—which is just an emergency call for help." In this episode, we also refer to Traction, by Gino Wickman, a foundational book for Sid in his career.  The DELTA Delegation Ladder: From Command-and-Control to Co-Founder Mode "Delegation fails because leaders skip levels."   Sid introduces his DELTA Delegation Ladder—a five-level framework for understanding where your team members sit and how to delegate accordingly:   D — Do as I say: Pure execution of instructions. Sid notes this level is increasingly being replaced by AI. E — Explore the possible solutions: Research and present options, but the leader still makes the decision. Also increasingly delegable to AI. L — Lead with a recommendation: The entry point for real human value. The person researches, forms a hypothesis, and recommends a path forward. Sid considers this the minimum hiring bar. T — Take action with oversight: The person takes decisions and acts, keeping the leader in the loop. Trust has been built through coaching and mentoring. A — Autonomous execution: Co-founder mode. The person owns the outcome end-to-end. Full trust, full ownership.   Delegation fails when leaders skip levels—expecting someone at "D" to operate at "A." It also fails when leaders abdicate rather than delegate, throwing someone into a role without investing time in coaching, clarifying expectations, or showing them what "great" looks like. As Sid puts it: delegation only works if you spend time with the person you're delegating to. Remote Teams: Written Clarity Beats Verbal Alignment "Trust comes from predictability, not proximity. I can be 1,000 miles across the world from you and trust you, because I can predict what your actions are gonna be."   For distributed and cross-timezone teams, Sid's non-negotiables are clear: get good at writing, and over-communicate. Written clarity beats verbal alignment every time, especially across cultures where tone and directness vary widely—from British politeness to Dutch directness. Over-communication isn't a flaw; it's the standard for remote teams. Without it, accountability vanishes and culture erodes. Sid points out that trust in remote settings comes from predictability—can you predict that someone will hit their milestones, complete their to-dos, and follow through?—not from physical proximity. Someone sitting next to you who consistently misses deadlines will never earn your trust, while someone across the world who reliably delivers will.   Self-reflection Question: Where on the DELTA Delegation Ladder are the people you're currently delegating to—and are you investing the time and coaching they need to move up, or are you skipping levels and hoping for miracles?   About Sid Jashnani Sid is a founder, operator, and growth advisor who scaled a systems integration firm into a portfolio of IT businesses. After struggling with delegation and predictability, EOS transformed how he led. Through Outgrow, Sid helps founders drive 15–30% predictable growth with disciplined execution and proactive customer communication.   You can link with Sid Jashnani on LinkedIn.   You can also read his weekly newsletter, Leadership Bytes Weekly on Substack.

Join us for another episode of Growing Place, your home for everything economic development in the Sioux Metro. Visit us at https://siouxmetro.com/. In this episode, Economic Development Specialist Chris Fields sit down to talk the Entrepreneurial Operating System (EOS) implementation and his growth in 2025. If you'd like to talk about implementing EOS in your organization reach out to Will via email at william.powell@eosworldwide.comWill's Hidden Gem: Zebra King Donuts

What does it actually take to build and lead companies that scale?In this episode of The H.I.T. Podcast, entrepreneur, executive, and author Glenn Poulos joins the show to share lessons from nearly four decades of building, leading, and selling successful businesses. Glenn discusses how moving away from “seat-of-the-pants” management toward a structured leadership system—specifically the Entrepreneurial Operating System (EOS)—helped transform the way his companies operate and scale.We dive into practical leadership strategies including:Structure before people — why clear roles and expectations drive performanceDefining meaningful core values with team inputHolding teams accountable and enforcing culture consistentlyWhy HR must operate as a strategic leadership partner, not just an administrative functionThe importance of meeting cadence — weekly, quarterly, and annual planningHow AI and technology are helping businesses analyze opportunities and streamline RFP processesLessons learned from building and exiting multiple companiesGlenn also shares insights from his book Never Sit in the Lobby, which focuses on sales discipline, leadership accountability, and building durable organizations that customers trust long-term.If you're a leader, entrepreneur, or HR professional focused on building stronger teams and scalable businesses, this conversation delivers practical insights from someone who has done it at the highest level.

"Getting A Grip" is among the newer shows for Michigan Business Network, hosted by long-time MBN contributor Michael Maddox. In this weekly program, updated monthly, Mike focused on helping entrepreneurs end the chaos. Through the Entrepreneurial Operating System (EOS) he highlights ways that business owners can clarify their vision, gain traction, and increase team health. Entrepreneur and Professional EOS Implementor, Mike Maddox, highlights the foundational tools of EOS, shares real-world examples, interviews fascinating guests, and will challenge your way of thinking. If you are ready to end the frustration and share a few laughs along the way, listen to Getting A Grip each week. For Episode 16: Guest Bios John Addis – CEO/ Visionary https://www.linkedin.com/in/johnkaddis/ Tony Sabo Vice President/ Integrator https://www.linkedin.com/in/tony-sabo-134a63393/ In this episode of “Getting A Grip,” host Michael Maddox welcomes leaders from Addis Enterprises. Joining the conversation are John Addis and Tony Sabo, who share how their leadership partnership helps guide the company's creative and strategic growth. Founded in 1998, Addis Enterprises originally helped businesses build their early online presence. Relaunched in 2014 as a full-service creative agency, the firm now provides expertise across web design, branding, animation, video production, digital campaigns, and marketing strategy. In this discussion, Mike explores how the Entrepreneurial Operating System (EOS) helps organizations clarify vision, strengthen leadership alignment, and improve team health. John and Tony also discuss how the Visionary and Integrator roles work together to drive innovation, accountability, and execution inside a growing creative company. In this episode: The leadership partnership between a Visionary and Integrator How EOS helps teams gain traction and alignment Building a culture of creativity and accountability Lessons from running an award-winning marketing agency Real-world insights for entrepreneurs looking to scale their businesses Addis Enterprises Founded in 1998, Addis Enterprises (AE) initially helped businesses establish their online presence. Relaunched in 2014 as a full-service design and marketing firm, AE now offers in-house expertise across web design, video production, branding, animation, digital campaigns, and more. With over 160 local and national awards, the team excels in creating cohesive, high-quality content across multiple creative platforms. Committed to consistency and innovation, AE operates under a simple yet powerful mission: “Be Awesome.” Get in touch with us today to see how AE can help you. Website: http://aenow.com/ Phone: (517) 489-2830 » Visit MBN website: www.michiganbusinessnetwork.com/ » Subscribe to MBN's YouTube: www.youtube.com/@MichiganbusinessnetworkMBN » Like MBN: www.facebook.com/mibiznetwork » Follow MBN: twitter.com/MIBizNetwork/ » MBN Instagram: www.instagram.com/mibiznetwork/

Are you an accounting firm owner, managing partner, or CPA starting a firm who wants to achieve rapid growth without losing your sanity? In this episode of Growing Your Firm, host David Cristello sits down with Ben Curtis, co-founder and CEO of Good Measure Financial. Ben shares the inside story of how his firm transitioned from a slow, intentional build to adding 4 full-time employees in just 90 days during a massive growth spurt. Whether you are an operations manager looking for better workflow systems or a leader interested in the Entrepreneurial Operating System (EOS), this episode provides a tactical roadmap for scaling a remote-first accounting business. What You'll Learn in This Episode: 1. The 50/50 Partnership Model: How Ben manages a firm with a "fractional" co-founder while maintaining clear role definitions and a healthy 50/50 ownership split. 2. EOS Lite for Accounting Firms: Why Ben uses the Vision Traction Organizer (VTO) and L10 meetings to keep his team of 10 aligned, and what parts of EOS he chose to discard. 3. Capacity & Production KPIs: A deep dive into why Good Measure Financial still tracks time and how they use Effective Hourly Rate and Actuals vs. Budget to protect profit margins. 4. Smoothing the Workflow: Tactics for implementing weekly workflows to eliminate the "peak and valley" stress of month-end close. 5. Founder-Led Sales & Relationship Deposits: How Ben's long-term "relational deposits" led to a flood of new clients from churches and nonprofits.

Joshua Kornitsky, EOS Worldwide, on the Entrepreneurial Operating System and Helping Leadership Teams Get Aligned, Accountable, and Healthy (North Fulton Business Radio, Episode 945) On this episode of North Fulton Business Radio, host John Ray welcomes Joshua Kornitsky, a Professional EOS Implementer with EOS Worldwide. Joshua works with entrepreneurial leadership teams to help them get aligned […]

What does it actually take to build and lead companies that scale?In this episode of The H.I.T. Podcast, entrepreneur, executive, and author Glenn Poulos joins the show to share lessons from nearly four decades of building, leading, and selling successful businesses. Glenn discusses how moving away from “seat-of-the-pants” management toward a structured leadership system—specifically the Entrepreneurial Operating System (EOS)—helped transform the way his companies operate and scale.We dive into practical leadership strategies including:Structure before people — why clear roles and expectations drive performanceDefining meaningful core values with team inputHolding teams accountable and enforcing culture consistentlyWhy HR must operate as a strategic leadership partner, not just an administrative functionThe importance of meeting cadence — weekly, quarterly, and annual planningHow AI and technology are helping businesses analyze opportunities and streamline RFP processesLessons learned from building and exiting multiple companiesGlenn also shares insights from his book Never Sit in the Lobby, which focuses on sales discipline, leadership accountability, and building durable organizations that customers trust long-term.If you're a leader, entrepreneur, or HR professional focused on building stronger teams and scalable businesses, this conversation delivers practical insights from someone who has done it at the highest level.

Welcome to The Proven Entrepreneur Show, where we dive into the real stories of grit and growth that define the world of business. In this episode, host Don Williams is joined by Christian Brim, an entrepreneur with 28 years of experience and the founder of Core Group. Together, they explore the pivotal moments that take a founder from simply owning a job to building a scalable, high-impact organization.Christian shares his journey starting as a 27 year old who took a leap of faith by going into debt to purchase an accounting franchise. He reflects on the early days of "youthful ignorance," where a lack of fear allowed him to take risks that paved the way for his future success. However, the path was not without its hurdles. From facing extreme burnout to almost bankrupting his company due to an "unhealthy desire to grow," Christian is candid about the internal and external battles every leader faces.The conversation shifts to the critical mindset shifts required to stop being the bottleneck in your own business. Christian discusses the danger of self limiting beliefs, specifically the myth that one must work harder to make more money. Instead, he advocates for a model of leveraging the efforts of others and using the "language of accounting" to understand the true story your numbers are telling.Whether you are a creative agency owner or a seasoned founder, this episode offers a deep look into:The transition from a solo operator to a true business owner.How to handle the "gut punch" moments of entrepreneurship.The role of the Entrepreneurial Operating System (EOS) in turning a struggling business around.The importance of being intentional about profit rather than just chasing top line revenue.Join us as we uncover how to achieve financial clarity and peace of mind by aligning your future vision with fiscal reality.Topics Discussed:Overcoming the "growth trap" and scaling with confidence.The concept of youthful ignorance in early stage startups.Moving past self limiting beliefs regarding money and effort.The difference between an EO qualifying business and a lifestyle job.Using financial storytelling to guide decision making.

Have you ever considered EOS - the Entrepreneurial Operating System? It was first introduced by Gino Wickman in his book Traction: Get a Grip on Your Business. Since then, it has become a tool many small and medium businesses leverage to drive operational excellence. In this Quick Hit, you'll hear from returning guest Sue Frech, an EOS Implementer who has achieved a ton of success in the business world with EOS. She's the Visionary & Investor at Summit Shore Partners. Tune into the full episode here

Send a textMark O'Donnell is a highly successful entrepreneur, CEO, and Expert EOS Implementer™. He is the current Visionary and CEO of EOS Worldwide. Named to the 2022 and 2023 Inc. 5000 as one of America's fastest-growing companies, as well as to the 2022 Inaugural Inc. Power Partner list, EOS Worldwide has helped thousands of entrepreneurs all over the globe get everything they want from their businesses.Mark has also served as Head Coach for the company. He has helped more than 100 companies achieve their goals and get what they want from their businesses.As a serial entrepreneur, Mark has founded and sold multiple successful businesses. His passion for helping people live their ideal lives led him to his current mission of assisting 1,000,000 people with tools like those found in the Entrepreneurial Operating System® (EOS®).Mark is a lifelong learner and an alumnus of Albright College, Northeastern University, and The Wharton School at the University of Pennsylvania. He lives outside Philadelphia, PA, with his wife, mother-in-law, three children, and his one-hundred-pound dog, Blue.A Few Quotes From This Episode“What gets measured gets done. What gets measured and reported goes exponential.”“Speaking a common language is part of getting all that human energy rowing in the same direction.”“It's just a very simple, proven system.”Resources Mentioned in This Episode Data: Harness Your Numbers to Go from Uncertain to Unstoppable by O'Donnell & othersPeople: Dare to Build an Intentional Culture by O'Donnell & othersIssues: Remove Friction, Fast Track Your Growth, and Ignite Your Greatness by O'Donnell & othersAbout The International Leadership Association (ILA)The ILA was created in 1999 to bring together professionals interested in studying, practicing, and teaching leadership. About  Scott J. AllenWebsiteWeekly Newsletter: Practical Wisdom for LeadersBlogMy Approach to HostingThe views of my guests do not constitute "truth." Nor do they reflect my personal views in some instances. However, they are views to consider, and I hope they help you clarify your perspective. Nothing can replace your reflection, research, and exploration of the topic. ♻️ Please share with others and follow/subscribe to the podcast!⭐️ Please leave a review on Apple, Spotify, or your platform of choice.➡️ Follow me on LinkedIn for more on leadership, communication, and tech.

Are you overwhelmed by nonstop chaos, endless stakeholder demands, or the fear you'll break while scaling up? This episode delivers urgent answers for every COO, integrator, and senior ops leader pushing to get their head above water.Cameron Herold sits down with Kelly Knight, President and Integrator of EOS Worldwide, for a rare, candid look at the systems and mindset that power explosive growth and keep organizations aligned when everything feels impossible. Kelly lifts the curtain on EOS's real role in revolutionizing the “second in command” function, gives you her hard-won playbook for winning over visionaries, and exposes how elite integrators preserve culture, even through private equity takeovers and seismic business model shifts.Stop guessing and start winning. Listen now to avoid burnout, grab proven EOS secrets, and finally align your team before something breaks. These insights are exclusive, actionable, and you won't hear them anywhere else.Timestamped Highlights[00:00] – Chaos or clarity? How EOS aligns human energy when everything's changing[00:02:41] – Why most “second in command” titles are missing the mark (and where EOS fits in)[00:03:27] – The system for managing human energy that built a raving fandom[00:07:14] – Inside the “VI Duo”—the secret sauce that powers badass leadership teams[00:10:11] – One killer meeting rhythm that keeps visionaries and integrators in lockstep[00:13:02] – From outsider to integrator: Kelly's surprising first 90 days and the mistake even top COOs make[00:17:03] – Private equity chaos? How Kelly realigned 27 stakeholder groups and survived[00:27:01] – Navigating massive change: Candid truths about communication, relationships, and earning trust[00:29:44] – Why EOS failed at software and the power of doubling down on your “hedgehog”About the GuestKelly Knight is the President & Integrator of EOS Worldwide, the pioneering force behind Entrepreneurial Operating System®. Known for her expertise in scaling operations, leadership development, and stakeholder alignment, Kelly has guided EOS through private equity acquisition and global expansion. She regularly mentors visionary-operator duos around the world, helping them navigate change and build lasting company culture.

In this episode of "The Free Lawyer," host Gary welcomes back legal industry expert Brooke Lively to discuss how overstressed lawyers can find fulfillment by running their firms like businesses. Brooke shares insights from her new book, "Scaling Law," explaining how the Entrepreneurial Operating System (EOS) helps law firms clarify vision, build strong teams, and foster healthy cultures. They explore common mistakes, the importance of data-driven decisions, and how embracing systems and external expertise can reduce stress, boost profitability, and allow lawyers to achieve both professional and personal success.Brooke Lively helps law firm leaders get more of what they want from their businesses: clarity, traction, and profitable growth. With more than 20 years in the legal industry and a lifelong connection to the profession, she understands attorneys on a level few can. Brooke's natural ability to challenge, guide, and inspire helps law firms cut through noise, simplify the complex, and build legal practices that run smoothly and profitably.As a serial entrepreneur and founder of two law-firm focused companies, Scaling Law and Cathcap, Brooke brings a rare blend of financial acumen and strategic insight to each engagement. She has worked with hundreds of law firms across the country, combining an MBA, the elite CFA designation, and hands-on leadership with a smart, direct, and refreshingly human approach to make scaling a legal practice easier and more fulfilling.An international bestselling author and industry thought leader, Brooke has published eight books – five written for law firms, including two bestsellers. Her ninth work, Scaling Law, focuses on helping firms implement EOS. Her From Panic to Profit series remains a go-to resource for attorneys and business owners ready to scale sustainably. Brooke's insights have been featured by CNBC, Forbes, and U.S. News & World Report, and she is a regular contributor to Attorney at Work. Lawyers' Lack of Business Training (00:02:46) Introduction to EOS (Entrepreneurial Operating System) (00:06:13) How EOS Impacts Law Firms (00:07:16) Importance of Vision and Culture (00:09:16) Balancing Directness and Empathy (00:14:16) Common Law Firm Mistakes: People Issues (00:15:25) How EOS Prevents Financial Missteps (00:17:57) Shifting Lawyers' Mindset to Business Owners (00:19:20) Delegation and Efficiency (00:20:34) Lawyer Stress and Responsibility (00:21:55) Creating Space for Personal Life (00:23:29) Scaling Without Burnout (00:24:56) Importance of Data in Decision-Making (00:28:14) Measuring Client Happiness (00:30:28) Value of Coaching and Accountability (00:31:52) Legal Industry's Slow Change and Need for Innovation (00:33:19) Future Trends: AI and Private Equity (00:34:44) Redefining Profit: Money, Time, Reputation (00:37:29) Closing Thoughts: Structure Brings Freedom (00:41:05) You can find The Free Lawyer Assessment here- https://www.garymiles.net/the-free-lawyer-assessmentWould you like to learn more about Breaking Free or order your copy? https://www.garymiles.net/break-freeWould you like to learn what it looks like to become a truly Free Lawyer? You can schedule a complimentary call here: https://calendly.com/garymiles-successcoach/one-one-discovery-call

Paul Batz, Founder and CEO of Good Leadership, welcomes Dan Mallin, entrepreneur and certified EOS Implementer with EOS Worldwide. Together, they discuss the intersections of the Entrepreneurial Operating System (EOS) and the Pathway to Healthy Accountability.  

Success isn't a skill; it's an identity. Chris breaks down the "Uncommon" traits that separate the best from the rest. He dives into the Entrepreneurial Operating System (EOS) and the specific core values he looks for when hiring "machines" for his own team. Inside this episode, you'll discover:Why "Harvard smart" doesn't matter in real estate, but pattern recognition does.Why you must expect the win BEFORE you walk into the listing appointment (and the "paperwork test" that proves if you actually do).Why Chris prefers hiring former athletes with a chip on their shoulder over "freaks of nature."How to master the mundane and why Bruce Lee's philosophy is the key to a 6-figure career.Why you will never outperform the way you see yourself, and how to build an "unrealistic" view of your own potential.The "Uncommon" Reading ListTraction by Gino Wickman (The EOS System)The Art of Learning by Josh WaitzkinPsycho-Cybernetics by Maxwell MaltzThe Psychology of Winning by Denis WaitleyAtomic Habits by James ClearConnect with Chris:

Chris Hallberg is a high-energy, straight-shooting coach who thrives on helping teams pursue something special. His philosophy is simple: go big—if not, go medium—but never settle or walk away. With more than 11 years of full-time experience implementing the Entrepreneurial Operating System (EOS), Chris has seen firsthand what’s possible when teams commit to clarity, discipline, and execution. He credits the grit, resilience, and passion of the organizations he works with for overcoming real obstacles and achieving meaningful wins in the face of adversity. EOS works when leaders want it to—and the results speak for themselves. A significant number of Chris’s clients have been recognized as a “Best Place to Work” more than 100 times combined, based on rigorous employee engagement surveys that often require 90+ percentile scores. These organizations consistently build world-class cultures alongside exceptionally profitable outcomes for all stakeholders. Chris primarily works with privately held, entrepreneurial organizations that aspire to be great—leaders willing to make tough people decisions, have honest conversations, and lead with kindness. His clients typically range from $10M to $1B in annual revenue and include parent companies, family offices, and private equity firms seeking stable, consistent growth. He is also the Founder and President of GoExpand, an officially licensed EOS software platform.See omnystudio.com/listener for privacy information.

What happens when an engineer, executive leader, and yoga instructor come together in one person?Transformation.In this powerful episode, Nicole Greer sits down with seasoned operations leader and business coach Luca Romano to explore what it truly means to build a vibrant culture — especially in high-pressure manufacturing environments. After experiencing burnout and a life-changing spinal cord injury, Luca redefined leadership for himself. Blending his engineering mindset with mindfulness and emotional intelligence, he now leads with clarity, courage, and purpose.Vibrant Highlights:00:02:33 — Vibrant culture is positive energy directed toward progress. Energy spent on fear, politics, or self-protection drains results. Culture puts people at the center and aligns behavior around shared values.00:14:00 — Courage is required to move beyond people-pleasing. It is better to fail on your own conviction than succeed while betraying your values. Fear-based leadership wastes energy and undermines performance.00:22:00 — Culture drives measurable business results. After implementing shared core values, structured communication, and EOS, on-time delivery improved from 51% to 91%.00:24:20 — Training is an investment, not a cost. Skipping development to “save time” only postpones problems. Investing in people strengthens retention and long-term performance.00:35:30 — Coaching in and coaching out requires clarity. When behavioral expectations are clearly defined, difficult conversations become structured and productive — sometimes separation becomes a gift.Connect with Luca:Website: manufacturing-coach.comLinkedIn: https://www.linkedin.com/in/luca-romano-mba-041b531/FB: https://www.facebook.com/luca.romano.505512IG: https://www.instagram.com/floaterone74/#Ready to build a culture where people feel valued, energized, and committed?Bring Nicole Greer, The Vibrant Coach, to your leadership team, organization, or conference to ignite clarity, accountability, energy, and results.Visit: vibrantculture.comEmail: nicole@vibrantculture.comWatch Nicole's TEDx Talk: vibrantculture.com/videos

You can't win by trying to fix everything in your restaurant at once. You have to develop a plan, and you have to have patience. To offer you, a restaurant owner, some ways to go about it, I sat down with Lyn Askin, a certified EOS Implementer. In this episode of “The Restaurant Prosperity Formula” podcast, we dig into what it really takes to build a restaurant business that runs with clarity, discipline and consistency instead of chaos. We talk through the practical framework behind the Entrepreneurial Operating System (EOS) and the book “Traction,” and why it resonates so strongly with restaurant owners who feel stuck doing everything themselves. When you listen, you can expect to learn what EOS looks like in the real world, how it creates accountability without drama, how leadership teams get aligned around a shared vision and how operators turn big goals into focused 90-day execution that actually sticks. Reach Lyn Askin: Lyn.Askin@eosworldwide.com

What does it take to run a successful business? In this episode of The Shortlist, Wendy Simmons and Melissa Richey unpack one of their most-referenced books: Traction by Gino Wickman.They explore how the Entrepreneurial Operating System (EOS) provides a practical framework for clarity, accountability, and growth, specifically for AEC leaders and small to mid-sized firms.In this episode, we dive into the six key components of the system—Vision, People, Data, Issues, Process, and Traction—alongside essential tools like the VTO, Rocks, the Accountability Chart, and Level 10 Meetings. We also explore the specific marketing impact of this framework, discussing how EOS helps teams shift from reactive task management to proactive, quarterly priorities.Whether you fully adopt the system or just borrow a few tools, this conversation offers tangible ways to align your team and gain real momentum.CPSM CEU Credits: 0.5 | Domain: 6

Send a textShownotes can be found at https://www.profitwithlaw.com/520.Most law firm owners wrestle with slow growth—not because they lack effort, but because their team struggles to consistently execute on their vision.In this episode, Moshe Amsel sits down with Brooke Lively—visionary law firm strategist, serial entrepreneur, and the only EOS Implementer in the US working exclusively with law firms—to reveal why the Entrepreneurial Operating System (EOS) is the secret weapon for firm owners seeking clarity, traction, and profitable growth.Whether you're running a small solo practice or managing a multi-million-dollar team, discovering how to make execution second nature will change your results—and your satisfaction.Resources mentioned:

Jon Wilhoit, EOS Worldwide, on Vision, Traction, and Team Health for Growing Businesses (North Fulton Business Radio, Episode 936) On this episode of North Fulton Business Radio, host John Ray welcomes Jon Wilhoit, Professional EOS Implementer at EOS Worldwide. Jon helps business owners and leadership teams strengthen their companies through the Entrepreneurial Operating System, focusing on […]

What does it really take to build a high-performing, low-drama team?In this episode, we break down the real-world strategies behind employee management, intentional turnover, and aligning teams with mission, vision, and values—including practical lessons from the Entrepreneurial Operating System (EOS).We cover:Managing People & TurnoverThe real cost of keeping the wrong person in the roleWhat “intentional turnover” means—and how to handle transitions the right wayCreating kind, professional exits while protecting team performanceWhy strong teams naturally push toward “right people, right seats”Intelligent HiringHiring for natural wiring—not just resumesUsing personality and behavioral assessments to identify top performersWhy the best employees make difficult roles look effortlessData-driven filtering to focus on candidates most likely to succeedEOS & Team AlignmentHow EOS aligns teams around mission, vision, and valuesThe Six Key Components: Vision, People, Data, Issues, Process, TractionUsing scorecards, structured meetings, and accountability rhythmsMilitary-style” backward planning from long-term goals to 90-day prioritiesIf you're a leader, founder, or HR professional trying to build a disciplined, accountable, and high-performing culture—this episode delivers practical insights you can apply immediately.

In this episode of the Uncommon Wealth Podcast, Phillip Ramsey dives into the integral part of business success that many overlook—tracking and analyzing business numbers. Phillip opens the episode with insights into how too many entrepreneurs shy away from the seemingly mundane yet essential task of understanding their business metrics. With a background rooted in disciplined financial practices from his pharmaceutical days under mentor Mark Johnson, Phillip illustrates the power of routine number tracking.The episode sheds light on the Entrepreneurial Operating System (EOS), a transformational framework for business management praised by Phillip. He shares his personal journey of utilizing this system to keep tabs on key financial metrics such as revenue and expenses. SEO keywords peppered through the discussion include "business metrics," "financial tracking," and "Entrepreneurial Operating System," underscoring their importance in pursuing a unique business path. Phillip emphasizes the value of consistent number tracking, noting its critical role in informed business decisions, especially during pivotal moments such as buying out a business partner and navigating financial rebuilding.Key Takeaways: Importance of Routine: Establishing a consistent routine for tracking financial metrics can simplify year-end processes and strategic planning. Key Metrics: Identifying and tracking essential business metrics, like revenue and expenses, help in making informed business decisions. EOS Framework: The Entrepreneurial Operating System helps businesses streamline operations by focusing on core metrics and long-term vision. Joy in the Journey: The process and daily operations of tracking and understanding numbers bring satisfaction and sustainability, beyond the end results. Flexibility and Reflection: Regularly reviewing tracked data provides insights into past challenges and triumphs, allowing for strategic realignment and growth.Notable Quotes: "At the end of the day, this has been a learned behavior for me as I look back at my whole career path." - Phillip Ramsey "The greatest part about this that Mark knew is if we continued to do it monthly and did it well, it would develop a routine." - Phillip Ramsey "The best time to plant a tree was yesterday. The second best is today." - Phillip Ramsey "Numbers tell a story if you can read them." - Phillip Ramsey

email chris@drchrisloomdphd.com with "Podcast freebie" to book a coveted FREE guest spot on the show. To book a PREMIUM spot on the Podcast: ⁠https://www.drchrisloomdphd.com/_paylink/AZpgR_7f⁠Book a 1-on-1 coaching call: ⁠https://www.drchrisloomdphd.com/booking-calendar/introductory-session⁠ Become a member of our Podcast community: ⁠https://www.drchrisloomdphd.com/membership⁠Subscribe to our email list: ⁠⁠https://financial-freedom-podcast-with-dr-loo.kit.com/⁠⁠Click here to join PodMatch (the "AirBNB" of Podcasting): ⁠https://www.joinpodmatch.com/drchrisloomdphd⁠Click here to purchase my books on Amazon: ⁠https://amzn.to/2PaQn4p⁠Click here to purchase my audiobooks, visit: ⁠https://www.audible.com/author/Christopher-H-Loo-MD-PhD/B07WFKBG1F⁠To help support the show:CashApp- ⁠https://cash.app/$drchrisloomdphd⁠Venmo- ⁠https://account.venmo.com/u/Chris-Loo-4⁠Buy Me a Coffee- ⁠https://www.buymeacoffee.com/chrisJx⁠Disclaimer: Not advice. Educational purposes only. Not an endorsement for or against. Results not vetted. Views of the guests do not represent those of the host or show.  

In this episode of the Fit Fathers Fellowship Podcast, Ben Barker breaks down why most dads don't fail because they lack motivation—they fail because they lack systems.After attending an Entrepreneurial Operating System (EOS) leadership retreat through his day job, Ben connects proven business principles—used by high-performing companies—to fatherhood, fitness, faith, and family leadership.You'll learn how to:Define a clear vision for what winning as a dad actually looks likeStop trying to fix everything at once and focus on quarterly prioritiesUse simple daily non-negotiables to drive real fitness and life resultsBuild a personal scorecard so progress is measured—not guessedLead your home with intention instead of drifting through lifeThis episode is for dads who are tired of relying on motivation, want more discipline and consistency, and are ready to design their life on purpose.Strong dads don't wing it.Strong dads build systems.

In this episode, Joe Crane sits down with Ryan Hogan, a Navy veteran who transitioned from enlisted aircrewman to Surface Warfare Officer while building a career as an entrepreneur. With 15 years of active duty experience and a tenure in the Reserves, Ryan discusses the "trial-by-fire" lessons learned from early ventures like WarWear and Run For Your Lives, emphasizing the unique challenges of managing a business while serving on active duty. The conversation centers on Ryan's success as the co-founder of Hunt A Killer, the high-growth mystery game he eventually sold. He credits much of his scaling success to the Entrepreneurial Operating System (EOS) and peer-to-peer learning through Vistage, which helped him transition from a founder-led startup to a systems-driven organization. Following the sale, Ryan launched Talent Harbor to fix the inefficiencies he encountered in the hiring industry. He introduces the "Recruiting as a Service" (RaaS) model, which replaces traditional high-commission headhunting with a transparent, flat-fee monthly rate. By treating recruiting as a core operational competency rather than a one-off task, Ryan is now helping other founders build more efficient systems for finding and retaining top-tier talent. Episode Resources: Talent Harbor Ryan Hogan - LinkedIn   About Our Guest Prior to founding Talent Harbor, Ryan Hogan co-founded Hunt A Killer, a subscription-based interactive murder mystery experience. In 2019, Hunt A Killer was named by Fast Company as one of the World's Most Innovative Companies. In 2020, Inc Magazine named it the fastest-growing CPG company. Ryan started his career enlisting in the U.S. Navy as an MH-53E aircrewman, and transitioned to officer where he served as a Surface Warfare Officer onboard various warships. Along the way, Ryan founded WarWear and Run For Your Lives, honing the entrepreneurial skills that he would use in Hunt A Killer, and now Talent Harbor.   About Our Sponsors Navy Federal Credit Union   Navy Federal Credit Union offers exclusive benefits to all of their members. All Veterans, Active Duty and their families can become members. Have you been saving up for the season of cheer and joy that is just around the corner? With Navy Federal Credit Union's cashRewards and cashRewards Plus cards, you could earn a $250 cash bonus when you spend $2,500 in the first 90 days. Offer ends 1/1/26. You could earn up to 2% unlimited cash back with the cashRewards and cashRewards Plus cards. With Navy Federal, members have access to financial advice and money management and 24/7 access to award-winning service. Whether you're a Veteran of the Army, Marine Corps, Navy, Air Force, Space Force or Coast Guard, you and your family can become members. Join now at Navy Federal Credit Union. At Navy Federal, our members are the mission.      Join the conversation on Facebook! Check out Veteran on the Move on Facebook to connect with our guests and other listeners. A place where you can network with other like-minded veterans who are transitioning to entrepreneurship and get updates on people, programs and resources to help you in YOUR transition to entrepreneurship.   Want to be our next guest? Send us an email at interview@veteranonthemove.com.  Did you love this episode? Leave us a 5-star rating and review!  Download Joe Crane's Top 7 Paths to Freedom or get it on your mobile device. Text VETERAN to 38470. Veteran On the Move podcast has published 500 episodes. Our listeners have the opportunity to hear in-depth interviews conducted by host Joe Crane. The podcast features people, programs, and resources to assist veterans in their transition to entrepreneurship.  As a result, Veteran On the Move has over 7,000,000 verified downloads through Stitcher Radio, SoundCloud, iTunes and RSS Feed Syndication making it one of the most popular Military Entrepreneur Shows on the Internet Today.

Joshua Adams is a serial entrepreneur, EOS Implementer, and former branding agency founder dedicated to helping visionary leaders gain clarity, traction, and freedom in their organizations. After transforming his own business using the Entrepreneurial Operating System (EOS) and selling it after twenty-four years. Joshua now coaches executive teams to break through chaos, foster alignment, and build healthy, sustainable companies. He draws on rich experience in agency leadership, fractional CMO work, and his passion for empowering people to operate in their unique strengths. In this episode of Marketer of the Day, Joshua Adams returns to join Robert Plank, sharing the personal and professional pivots that set him on his current path. Joshua exposes the pitfalls of goal procrastination, the energizing power of “artificial urgency,” and why so many businesses need, not just more software but an operating framework like EOS to truly thrive. Listeners will learn about the importance of shared language, how consistency in leadership systems prevents organizational drift, and why, ultimately, professional success is built atop lessons learned from failure. Joshua also highlights the fulfillment he discovers daily by coaching leadership teams and empowering them to do their best work. Quotes: “Success is a big pile of failure that you're standing on. Without our failures, we are not, we cannot be successful.” “When you set that artificial sense of urgency, you spark the energy and momentum that gets things done. It's healthier, and it pushes us forward.” “Language matters. Calling things by different names creates confusion, but common language builds clarity and alignment across the team.” Resources: Connect with Joshua Adams on LinkedIn Learn more about how Joshua helps leaders build healthy, sustainable companies on their website.

Most entrepreneurs don't fail because of the market… they fail because they never learn to let go.This episode of The Proven Entrepreneur Show brings you a refreshingly honest Bill Duguay interview—one that cuts through the noise and gets to the heart of what real leadership looks like when the pressure is real, the stakes are high, and the vision feels bigger than the person holding it.Bill's journey didn't start in a boardroom. It started sweeping floors, picking up nails, working his way through engineering school, and eventually becoming a president and CEO. Somewhere between the job sites, long nights, and never-ending responsibility, he discovered the one thing most founders never figure out: how to lead without losing yourself.Inside this conversation, you'll hear how the Entrepreneurial Operating System (EOS) transformed his approach to entrepreneurship, business management, and business growth—not as a theory, but as a lived experience. Don Williams and Bill move through the kinds of stories and insights that only show up when people talk without filters: why leaders avoid the conversations their teams desperately need, how effective delegation actually works, and why some entrepreneurs stay stuck long after their business outgrows their habits.They dive into topics like: The hidden cost of trying to hold everything together Why the best leaders learn to step back before they step up How EOS helps small business leadership teams stop spinning and start scaling The emotional battle behind letting go of the “chief-doer” identity Building an aligned, healthy culture without burning out What real leadership team coaching sounds like in the trenches Why communication—not strategy—is the real dividing line between thriving and drowningThere's no preaching here. No clichés. Just two seasoned voices breaking down what happens when vision meets reality—and how the right operating system can pull a business (and a leader's life) back into balance.If you're in the stage where your company is growing but your calendar, emotions, or expectations are collapsing… this Entrepreneurial Operating System podcast episode may be the one that finally gives you clarity.Download it. Listen closely. Your next leadership breakthrough might be hiding in this conversation.