Podcasts about entrepreneurial operating system

In this Five Minute Friday, Ashley is getting real about the numbers that actually drive growth in your business. It's not just about sales—because sales are a lagging indicator. If you want to grow, you need to start tracking the leading metrics that influence your results before they show up in your bank account. Ashley shares what she's learned from implementing the Entrepreneurial Operating System (EOS) and how having a weekly company scorecard has been a game changer for The Boutique Hub. If you're ready to lead your business like a true CEO, this episode is your starting point. What You'll Learn: Why tracking the right numbers matters more than chasing sales The difference between lagging and leading indicators The key metrics every retail scorecard should include: Average Order Value Conversion Rate Traffic Goals Inventory Aging + On Order How to empower your team by sharing the scoreboard What business owners can learn from coaching a sports team   Traction: Gino Wickman Free Retail Traffic Calculator Join The Boutique Hub Community Follow Ashley on Instagram

This episode of the In a World With Real Media features a fascinating conversation with Joe Calhoon, a longtime friend and business mentor of Brad's. Joe shares his inspirational life story, from overcoming family tragedies to finding success as a speaker, business consultant, and entrepreneur.  He discusses the importance of faith, developing self-awareness through assessments like the Kolbe and Gallup tests, and his experience working with renowned figures like Zig Ziglar and Stephen Covey. You won't want to miss as the conversation centers around Joe's expertise in the Entrepreneurial Operating System (EOS) and his advice for entrepreneurs on starting and growing a successful business.

Implementing Entrepreneurial Operating Systems (EOS) in Your Business with Derek Newcomer   Have you ever felt like you were great at your craft—but struggling to build a real business around it? You're not alone. In this episode of The Profit Answer Man, we talk to someone who lived that exact journey and came out stronger for it. Meet Derek Newcomer—a former fitness entrepreneur who learned the hard way that being a great coach isn't enough. Today, he's a certified EOS Implementer guiding business owners to gain control, clarity, and consistent results using the Entrepreneurial Operating System.   If you're a business owner feeling stuck, overwhelmed, or unable to delegate without chaos, this episode is your wake-up call. Derek's story is proof that you can align your vision, structure your team, and scale without losing your mind—or your money.   In This Episode, You Will Learn: Why being great at your craft doesn't mean you're great at running a business. The hard lessons Derek learned about delegation, leadership, and control. How EOS (Entrepreneurial Operating System) became the framework that changed everything. The step-by-step process he uses to help teams execute on vision without burning out. Why "letting go of the vine" is one of the hardest—and most profitable—moves you'll ever make.   Key Takeaways: Don't Confuse Skill with Strategy: Derek was a top-tier fitness coach, but success in business required a whole new skill set—systems, delegation, and financial discipline. Delegation Requires Process, Not Just Trust: One of Derek's biggest mistakes was failing to train his team with structured systems. He learned the power of documenting what works and holding others accountable to results. Vision Without Execution Is a Fantasy: EOS helped him—and now his clients—translate big goals into daily actions that actually move the needle. Pain Leads to Clarity: Derek's business struggles became the training ground for the financial and operational clarity he now brings to his clients. Entrepreneurs Need Coaches Too: EOS Implementers act as that strategic, outside perspective to keep business owners out of the weeds and focused on growth.   About Derek Newcomer: Derek Newcomer is a Certified EOS Implementer who's guided over 20 companies through more than 225 full-day EOS sessions. With a background in fitness coaching, leadership development, and executive coaching, Derek brings a unique mix of hands-on experience and strategic insight. He combines business systems, leadership development, and personal growth to help entrepreneurs lead well, scale effectively, and build businesses that serve their lives—not consume them.   Conclusion: Ready to Work On Your Business Instead of In It? This episode is more than just a story—it's a roadmap. If Derek's journey resonated with you, maybe it's time to evaluate your own systems, margins, and team accountability. Want help? Our coaching programs are built around Profit First, EOS, and Scaling Up principles that help business owners like you get back control and boost profitability. Let's start that conversation.   Links: EOS Webpage: https://www.eosworldwide.com/derek-newcomer  LinkedIn: https://www.linkedin.com/in/dnewcomer    Facebook: https://www.facebook.com/eosworldwide/ Instagram: https://www.instagram.com/entrepreneurialoperatingsystem/   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! Profit First Toolkit: https://lp.profitcomesfirst.com/landing-page-page  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. #profitfirst

In this week's episode of "Maximize Business Value," Darren continues his conversation with Christian Landers from where he left off last episode. Tune in weekly to hear more from Mastery Partners and to receive relevant key content on your journey to maximizing your business value! Part one of this podcast can be found at the following link: https://youtu.be/QcKUQHOB7VM #maximizebusinessvalue #maximizebusinessvalue #MBVPodcast #PodcastForEntrepreneursLearn more about Darren Williams With over 30 years of leadership in management, operations, and sales, Darren Williams is a seasoned business advisor specializing in business value growth, leadership development, and operational efficiency. As a Certified Partner with Mastery Partners, he helps business owners optimize their companies, increase profitability, and prepare for successful transitions. Darren's extensive experience includes 18 years in the construction industry, where he led and scaled roofing companies, most notably as President & CEO of a private equity-backed firm. There, he played a key role in evaluating acquisitions, driving strategic growth, and strengthening business structures for long-term success.Learn more about Christian Landers Christian Landers is all about shaking things up and helping leaders crush their goals! His entrepreneurial journey kicked off at 24 when he boldly jumped from a comfy corporate sales gig into the wild world of franchising. After three rollercoaster years, He sold his franchise, narrowly dodging bankruptcy. Instead of retreating to corporate life, he dove headfirst into new challenges, spending the next 15 years in leadership roles at fast-paced entrepreneurial companies.Fast forward to 2015, when he found himself as COO of a Medical Affairs Company that was struggling. That's when he discovered the magic of the Entrepreneurial Operating System (EOS) through the book Traction. Implementing EOS was a game-changer, breathing new life into the company and sparking incredible growth. Eight years later, with the help of a Professional EOS Implementer, he achieved amazing results in two more businesses using EOS.If you're ready to unlock the magic of EOS and elevate your organization, team up with Christian to make it happen!Please be sure to subscribe for more great content to help YOU maximize YOUR business value!Mastery Partners Elevating Businesses to Achieve The Business Owner's Dream Exit The unfortunate reality is that for every business that comes on the market (for whatever reason), only 17% of them achieve a successful exit. You read that right. 83% of attempted business transitions never reach the closing table. Mastery Partners is on a mission to change that. We ELEVATE businesses to achieve maximum value and reach that dream exit. Our objectives are simple - understand where the business is today, identify opportunities for dramatic improvement, and offer solutions to enhance the business, making it more marketable and valuable. And that all starts with understanding the business owner's definition of his or her dream exit. Mastery has developed a 4-Step Process to help business owners achieve their dreams. STEP 1: Transition Readiness Assessment STEP 2: Roadmap for Value Acceleration STEP 3: Relentless Execution STEP 4: Decision: Now that desired results are achieved, the business is ready for the next step in the journey! CONNECT WITH MASTERY PARTNERS TO LEARN MORELinkedInWebsite© 2025 Mastery Partners, LLC.

​Why Most Businesses Fail to Scale—and How EOS Fixes That with Will WatrousIn this episode of The Daily Mastermind, host George Wright III sits down with Will Watrous to delve into effective business strategies and the Entrepreneurial Operating System (EOS). Will shares his journey from starting a marketing agency to becoming an EOS implementer. They discuss the core components of EOS, including vision, people, data, issues, processes, and traction, and how these elements help businesses align their teams and solve problems. The conversation highlights the importance of having great people, structured processes, and accountability to achieve business growth and freedom. Will also emphasizes the critical role of openness and honesty in fostering a healthy organizational environment. Tune in for actionable insights and strategies to transform your business.00:00 Introduction and Welcome00:48 Guest Introduction:01:35 Will's Journey to EOS04:38 Understanding EOS: Vision, Traction, Healthy06:38 Common Business Challenges and EOS Solutions09:50 The Six Key Components of EOS18:08 Importance of Team Health and Vulnerability23:07 Final Thoughts and Takeaways26:17 Closing Remarks and Contact InformationThanks for listening, and Please Share this Episode with someone. It would really help us to grow our show and share these valuable tips and strategies with others. Have a great day.You have Greatness inside you. I know you can Learn, Grow and Accomplish anything you put your mind toward. I appreciate you listening today.George Wright IIICEO, The Evolution Group_________________________________________________________1. Subscribe to The Daily Mastermind Podcast- daily inspiration, motivation, education2. Follow me on social media Facebook | Instagram | Linkedin | TikTok | Youtube3. Get the Prosperity Pillars Poster I Developed over 20 years from my Mentors.About Will Watrous:Will Watrous is a seasoned entrepreneur, investor, and Professional EOS Implementer® based in Tulsa, Oklahoma. With a rich background in founding and scaling multiple companies across the U.S. and Canada, he brings firsthand experience to his role in helping leadership teams gain clarity, alignment, and traction in their businesses. As the founder of StructureM, a growth agency dedicated to assisting local service companies, Will has demonstrated a commitment to driving business success through strategic marketing and operational excellence.Guest Resources:Website: EOS Worldwide – Will WatrousLinkedIn: Will WatrousStructureM: About StructureM

In this week's episode of "Maximize Business Value," Darren introduces EOS Implementer Christian Landers. Tune in weekly to hear more from Mastery Partners and to receive relevant key content on your journey to maximizing your business value! Part two of this podcast will be released next week! #maximizebusinessvalue #maximizebusinessvalue #MBVPodcast #PodcastForEntrepreneursLearn more about Darren Williams With over 30 years of leadership in management, operations, and sales, Darren Williams is a seasoned business advisor specializing in business value growth, leadership development, and operational efficiency. As a Certified Partner with Mastery Partners, he helps business owners optimize their companies, increase profitability, and prepare for successful transitions. Darren's extensive experience includes 18 years in the construction industry, where he led and scaled roofing companies, most notably as President & CEO of a private equity-backed firm. There, he played a key role in evaluating acquisitions, driving strategic growth, and strengthening business structures for long-term success.Learn more about Christian Landers Christian Landers is all about shaking things up and helping leaders crush their goals! His entrepreneurial journey kicked off at 24 when he boldly jumped from a comfy corporate sales gig into the wild world of franchising. After three rollercoaster years, He sold his franchise, narrowly dodging bankruptcy. Instead of retreating to corporate life, he dove headfirst into new challenges, spending the next 15 years in leadership roles at fast-paced entrepreneurial companies.Fast forward to 2015, when he found himself as COO of a Medical Affairs Company that was struggling. That's when he discovered the magic of the Entrepreneurial Operating System (EOS) through the book Traction. Implementing EOS was a game-changer, breathing new life into the company and sparking incredible growth. Eight years later, with the help of a Professional EOS Implementer, he achieved amazing results in two more businesses using EOS.If you're ready to unlock the magic of EOS and elevate your organization, team up with Christian to make it happen!Please be sure to subscribe for more great content to help YOU maximize YOUR business value!Mastery Partners Elevating Businesses to Achieve The Business Owner's Dream Exit The unfortunate reality is that for every business that comes on the market (for whatever reason), only 17% of them achieve a successful exit. You read that right. 83% of attempted business transitions never reach the closing table. Mastery Partners is on a mission to change that. We ELEVATE businesses to achieve maximum value and reach that dream exit. Our objectives are simple - understand where the business is today, identify opportunities for dramatic improvement, and offer solutions to enhance the business, making it more marketable and valuable. And that all starts with understanding the business owner's definition of his or her dream exit. Mastery has developed a 4-Step Process to help business owners achieve their dreams. STEP 1: Transition Readiness Assessment STEP 2: Roadmap for Value Acceleration STEP 3: Relentless Execution STEP 4: Decision: Now that desired results are achieved, the business is ready for the next step in the journey! CONNECT WITH MASTERY PARTNERS TO LEARN MORELinkedInWebsite© 2025 Mastery Partners, LLC.

Hire world-class accountants and in The Philippines. Visit Outsource Direct to scale your operations with higher flexibility, maximum efficiency and much lower costs.Subscribe to the Business Builders Newsletter for the very best ideas I've discovered on business and personal growth.In Series 9, Episode #79, I introduce Rani Dabrai, an executive coach and Ireland's only certified implementer of the Entrepreneurial Operating System (EOS). Rani discusses her journey from founding MissMoneypenny, a virtual assistance business, to becoming a pivotal figure in EOS implementation. She shares key concepts of EOS including vision, traction, and healthy business practices, and emphasises the critical roles of visionaries and integrators within entrepreneurial teams. Rani also reflects on the personal challenges she faced while scaling her business and offers valuable advice for entrepreneurs seeking both financial growth and personal fulfilment.CONNECT WITH CONOR:LinkedInCONNECT WITH RANI:LinkedInEOS ProfileDiscover EO Ireland—part of an international network designed specifically for entrepreneurs. EO Ireland connects business owners for networking, mentorship, and shared learning experiences. Take your business to the next level and join a community of like-minded leaders today at eoireland.org. Empower your entrepreneurial journey!Produced by Jetbooks, Chartered Accountants Ireland.

Hey, it's Cindy, send me a text, get in touch![ENTREPRENEURS] [OPERATIONS][#26] In this episode of the Fearless Entrepreneurs Podcast, host Cindy Chang talks with Breezy Bozik, a bold entrepreneur who left her family's U.S. energy business to launch a luxury e-commerce brand specializing in artisan leather goods. When growth stalled, Breezy discovered the Entrepreneurial Operating System (EOS)—a simple, practical framework for strengthening and scaling small businesses. With EOS, she grew her company 20% year over year and ultimately sold it. Now a certified EOS Implementer living in Canada and raising a young family, Breezy shares how this system helped her break through barriers and step into a new purpose: helping other founders do the same. If you're stuck, scaling, or starting over, this episode offers the mindset and tools to grow with clarity.Company Website: EOS International – Breeze BozikLinkedIn: Breezy Bozik

Scaling your orthodontic practice doesn't have to mean scaling your stress. Discover how a Stanley Cup champion turned business strategist helps orthodontists grow their practices in a sustainable, low-stress way.In this episode, Joe DiPenta, former NHL champion and EOS implementer, joins me to explain the power of the Entrepreneurial Operating System (EOS).Joe shares his journey from aspiring orthodontist to Stanley Cup champion and now business coach, helping organizations scale with simplicity and structure.You'll learn how EOS empowers leadership teams, builds accountability, and creates a clear path toward growth without the founder having to micromanage every detail.We also discuss how EOS transforms practices into well-oiled machines, whether you're aiming for a $5 million practice or seeking more time off.Joe also reveals leadership tips from the NHL, the importance of culture and team alignment, and why hiring for core values is non-negotiable.Tune in now and learn how EOS can be the game-changer you've been searching for.Key TakeawaysIntro (00:00)Meet Joe DiPenta (00:49)Joe's journey from NHL champion to EOS implementer (02:27)How EOS helps practices grow without added stress (06:31)Defining “rocks” for 90-day business goals (10:37)Setting a clear vision for scaling practices (13:02)Empowering leadership teams, not micromanaging (16:09)NHL leadership lessons applied to business (21:55)Right person, right seat: hiring for culture and role fit (29:33)Why self-implementing EOS often fails (36:43)Personal story: Joe's first hockey fight and leadership (44:01)Additional Resources-  Certified EOS Implementer® at EOS Worldwide STANLEY CUP CHAMPION 2007 https://www.eosworldwide.com/joe-dipenta ­- Traction by Gino Wickman – https://www.eosworldwide.com/traction- Joe DiPenta's LinkedIn – https://www.linkedin.com/in/joe-dipenta/- Joe DiPenta's email - joe.dipenta@eosworldwide.com- EOS Worldwide – https://www.eosworldwide.com—-- Register for the OrthoPreneurs Summit 2025: http://opsummit2025.com/- For more information, visit: https://orthopreneurs.com/- Join our FREE Facebook group here: https://www.facebook.com/groups/OrthoPreneurs

Adam Frederico grew up in Utah, surrounded by entrepreneurial family members, including his father, Russell Frederico, the founder of what is now Frederico Outdoor Living. A BYU graduate from the Marriott School, Adam spent 8 years in Chicago working in corporate America, startups, and consulting. He later pursued an MBA from The University of Chicago Booth School of Business. It was during this experience that Adam decided to buy the family business and grow within the green industry. Adam aims to expand upon the 40-year legacy his father started. The company has been named to Lawn and Landscape Magazine's “Best Places to Work” list multiple times, had projects featured in the Utah Valley Parade of Homes, and has won four “Best Landscaping Awards.”SHOW SUMMARY In this episode of the Disruptive Successor Podcast, host Jonathan Goldhill talks with Adam Frederico, a next-generation leader who took over his family's landscape business, Frederico Outdoor Living. Adam shares his journey from corporate America to entrepreneurship, his experience implementing the Entrepreneurial Operating System (EOS), and the challenges and successes in transitioning and growing the family business. With insights on leadership, culture, and maintaining family harmony, this episode provides valuable lessons for anyone involved in a family business or considering a significant business transformation.KEY TAKEAWAYSTransitioning from Corporate to Family Business: Adam shares his personal journey from working in corporate America to taking over his family's landscape business, Frederico Outdoor Living.Implementing EOS for Growth: Adam discusses how he successfully implemented the Entrepreneurial Operating System (EOS) to streamline operations, align his team, and drive business growth.Leadership and Family Harmony: Key insights into the challenges of leading a family business, maintaining family harmony, and creating a balanced leadership culture that fosters success.Overcoming Challenges in Business Succession: Adam highlights the unique obstacles of transitioning leadership in a family business, and how he navigated those challenges to ensure continuity and growth.Lessons for Next-Gen Leaders: Valuable advice for the next generation of leaders in family businesses, emphasizing the importance of leadership, culture, and strategic vision.Creating a Strong Company Culture: Adam explains how fostering a positive company culture has been instrumental in driving both employee satisfaction and business success.Advice for Family Business Owners: Practical lessons on how to sustain and grow a family business while preserving the legacy of previous generations.QUOTES"Entrepreneurship for me was taking something that was existing and making it better.""What differentiates a company is the process... It's how we deliver that client experience.""People don't care how much you know until they know how much you care.""It's not just about catching a vision and talking about growth, it needs to be a co-created vision.""When those [one-on-ones] are consistent and really thoughtful, we are doing very well because the team feels aligned.""The green industry is a bit slow to adopt newer management practices... but it's important to connect with employees on a personal level."Connect and learn more about Adam Frederico and his company:Adam's LinkedIn:https://www.linkedin.com/in/adamfrederico/Adam's Company: Frederico Outdoor Living: https://www.linkedin.com/company/frederico-outdoor-living/If you enjoyed today's episode, please subscribe, review, and share with a friend who would benefit from the message. If you're interested in picking up a copy of Jonathan Goldhill's book, Disruptive Successor, go to the website at www.DisruptiveSuccessor.com

Liza Roeser is the Founder and CEO of FiftyFlowers, an innovative online floral retailer that delivers farm-fresh flowers directly to customers across the US. Her journey began in the early 1990s with the Peace Corps in Ecuador, where she developed a passion for the floral industry and later spent over a decade building relationships with sustainable farms worldwide. Under her leadership, FiftyFlowers has grown into a multimillion-dollar business with over a million orders delivered. A serial entrepreneur, Liza also founded Flower Fix, Farm Exports, Inc., and The Flower CEO, where she shares insights on entrepreneurship, ecommerce, and the floral industry. In this episode… Hiring the right people is hard — keeping them in the right roles as your company scales is even harder. When a business evolves from startup to eight and nine figures, the team that got you there might not be the team to take you further. How do you reassess your structure without disrupting momentum or compromising your culture? Liza Roeser, a leader in the floral ecommerce space, offers hard-won lessons on navigating team restructuring during rapid growth. Liza emphasizes the power of the “right people, right seats” philosophy from Jim Collins and how using tools like the Entrepreneurial Operating System (EOS) framework and the GWC analysis can help leaders make data-backed decisions about personnel. She also highlights the importance of onboarding rigor, cultural alignment, and frequent evaluations to catch misalignments early. Through constant, value-driven contact across all stages of the customer journey, brands can improve customer engagement, especially when the product experience is deeply emotional or tied to milestone events. In this episode of the Minds of Ecommerce, Raphael Paulin-Daigle interviews Liza Roeser, Founder and CEO of FiftyFlowers, about building high-performing teams while scaling. Liza shares how she uses EOS to evaluate team alignment, why founder-led marketing builds deeper trust, and how expectation management creates lifelong customer advocates.

Welcome to Better Business, Better Life. In this episode, Host Debra Chantry-Taylor dives into how the Entrepreneurial Operating System (EOS) can help fast-growing family businesses stay focused, aligned, and in control. Using the Harvard Three-Circle model and her own F1 "pit stop" analogy, Debra explains how EOS tools like the Accountability Chart, Scorecard, Rocks, and Level 10 Meetings bring clarity, focus, and alignment to even the most complex family dynamics. If your family business is scaling quickly, this episode will show you how to create structure, improve communication, and keep your business and relationships on track. Tune in to learn how EOS can help you build a business that thrives without losing control. CONNECT WITH DEBRA:         ___________________________________________         ►Debra Chantry-Taylor is a Certified EOS Implementer | Entrepreneurial Leadership & Business Coach | Business Owner ►Connect with Debra: debra@businessaction.co.nz ►See how she can help you: https://businessaction.co.nz/       ____________________________________________         Chapters:   00:07 - Introduction  00:50 - EOS for Family Businesses   02:27 - Challenges of Fast Growth in Family Businesses   03:07 - EOS as a Tool for Family Businesses   04:20 - Components of an EOS Pit Stop   06:55 - Foundational Tools in EOS   08:04 - Unique Challenges in Family Businesses   09:43 - The Vision, Traction, Organiser (V/TO) Process   13:49 - Road Map for Family Businesses19:41 - Recap and Final Thoughts   

Need financing for your next investment property? Visit: https://www.academyfund.com/ Want to join us in San Antonio, TX on June 11th & 12th? Visit: https://www.10xvets.com/events ____ Jeff Tegman is the Vice President of LCAB Holdings, a veteran-owned holding company redefining how the commercial construction industry attracts talent, maintains quality, and drives operational excellence. An Army veteran with an MBA in Engineering Management, Jeff leads LCAB's strategy of acquiring specialized construction companies, building a resilient network that addresses industry fragmentation and labor shortages while raising the standard for subcontractor performance. With a disciplined, long-term approach to leadership and growth, Jeff is committed to shaping a more efficient and sustainable future for commercial construction. He also mentors veterans and military spouses through American Corporate Partners (ACP) and serves as a Parent Advisory Group Member for DC Public Schools. In this episode of the SABM podcast, Scott chats with Jeff about: From Fragmentation to Opportunity: How Jeff and LCAB Holdings are solving the $500B construction productivity gap through strategic acquisitions. Scaling Through Cross-Selling: Building a diversified portfolio of construction trades to unlock new growth across customer networks. Leading Change with EOS: Why implementing the Entrepreneurial Operating System (EOS) is critical to successful post-acquisition integration. Investing in the Full Picture: How LCAB structures investments to give investors exposure to an entire portfolio, not just one company. Building the Future with Talent: Why recruiting veterans and strong leaders is the key to scaling LCAB's vision across new markets. Timestamps: 00:48 Overview of LCAB Holdings 01:32 Challenges and Opportunities in the Construction Industry 04:08 Investment Strategy and Acquisition Process 06:34 Geographic Focus and Market Expansion 12:04 Acquisition Integration and Best Practices 18:44 Funding and Investor Relations 21:27 Personal Insights and Future Goals 35:48 Conclusion and Contact Information   Connect with Jeff: LinkedIn Email: jeff@lcabholdings.com www.lcabholdings.com If you found value in today's episode, don't keep it to yourself—share it with a colleague or friend who could benefit. And if you're a Service Academy graduate ready to elevate your business, we'd love for you to join our community and get started today. Make sure you never miss an episode—subscribe now and help support the show: Apple Podcasts Spotify Leave us a 5-star review! A special thank you to Jeff for joining me this week. Until next time! -Scott Mackes, USNA '01  

Overview: In this episode of the SMB Community Podcast, hosts Amy and James are back! The main topic revolves around the Entrepreneurial Operating System (EOS) and its benefits for small to mid-sized MSPs, particularly those with five or more employees. James shares his expertise and insights into how EOS can improve business structure, accountability, and goal setting. The conversation also touches on industry news, including a new 3% service tax in Maryland targeting MSPs, the importance of CMMC certification for retaining government business, and Microsoft's release of the new mini PC Windows 365 device. Both James and Amy emphasize the importance of organization, industry representation, and staying current with compliance and technological advancements.  --- Chapter Markers: 00:00 Introduction 00:34 Weather Chat and Spring Excitement 01:46 Question of the Week: Implementing EOS for Small MSPs 08:53 Importance of Business Vision and Employee Engagement 14:38 News: Maryland's New Service Tax on MSPs 19:02 News: CMMC Certification Requirements for MSPs 22:03 News: Microsoft's New Mini PC 26:23 Upcoming Events and Closing Remarks --- New Book Release: I'm proud to announce the release of my new book, The Anthology of Cybersecurity Experts! This collection brings together 15 of the nation's top minds in cybersecurity, sharing real-world solutions to combat today's most pressing threats. Whether you're an MSP, IT leader, or simply passionate about protecting your data, this book is packed with expert advice to help you stay secure and ahead of the curve. Available now on Amazon! https://a.co/d/f2NKASI --- Sponsor Memo: Since 2006, Kernan Consulting has been through over 30 transactions in mergers & acquisitions - and just this past year, we have been involved in six (6). If you are interested in either buying, selling, or valuation information, please reach out. There is alot of activity and you can be a part of it. For more information, reach out at kernanconsulting.com

Discover how a chance encounter with a mall retailer led Dawn Kane, co-founder and CEO of Hot Dish Advertising, to revolutionize franchise marketing. After managing an in-house agency for a mall developer, Dawn, along with two of her cohorts,  ventured out to establish her own agency, bringing her fast-paced retail expertise to the franchising world.The Minnesota-based agency, named after the beloved regional casserole, transformed from a consumer-focused marketing firm into a franchise development powerhouse. Their innovative approach replaced generic messagingwith data-driven strategies, setting new standards in franchise marketing.The COVID-19 pandemic became a catalyst for positive change, as Hot Dish successfully transitioned to a fully remote operation. This move expanded their talent pool nationwide while maintaining team cohesion throughthe Entrepreneurial Operating System (EOS).Ready to dive into the fascinating story of how mall marketing experience evolved into franchise industry expertise? Listen to this episode to learn how Dawn Kane and Hot Dish Advertising are reshaping the franchise marketing landscape.

SUMMARY: It's that time of year again—quarterly rocks season—and the team is here to break down how to turn your big, hairy, audacious goals (BHAGs) into manageable, bite-sized steps that drive your business forward.   In this episode, Aaron and Terryn explore the cyclical nature of setting and achieving quarterly rocks. They unpack the essentials of effective rock-setting using the SMART framework—specific, measurable, attainable, realistic, and time-bound—and share practical tips to avoid common pitfalls like overloading your rocks or mistaking KPIs for actionable projects. From the importance of annual planning (whenever it fits your business cycle) to the power of “rock parties” for team alignment, the hosts emphasize collaboration, accountability, and tracking progress with milestones. They also tackle visionary tendencies—like stacking too many ideas into one rock—and offer strategies to keep your team on track without letting “‘the blame game” derail your efforts.   Expect actionable insights rooted in the Entrepreneurial Operating System (EOS) from Gino Wickman's Traction, blended with the Ops Experts' own twists on running Level 10 meetings and rock reviews. Plus, a reminder to celebrate your wins—because as Aaron admits, even visionaries need a nudge to pause and applaud their team's hard work.   Minute by Minute: 0:00 Introduction 5:03 Making S.M.A.R.T. rocks 10:53 Everyone should be bringing ideas regarding rocks 14:22 How do people stay on track with their rocks? 19:20 Follow through matters + don't forget to celebrate

What does it take to be the number one small hostile in North America? Today we welcome Nathan St. Cyr, Co-Founder of Malama Capital and Owner of Howzit Hostels, to tell us just that. Dan and Nathan dive into Nathan's journey within the hospitality industry, including his foundational experiences in sales, his profound motivation rooted in personal history, and the creation of successful hospitality ventures in Maui. They talk about the six human emotional needs, their own podcast experiences, and the evolution of their business practices. This engaging conversation highlights the unique aspects of building a culture-focused hospitality brand.Takeaways: Focus on how your role or business can contribute to the well-being and happiness of others, which will enhance customer satisfaction and loyalty.Ensure your service or hospitality offering addresses the six human emotional needs: variety, security/certainty, connection, significance, contribution, and growth.Leadership and mindset are crucial. Develop a leadership style that emphasizes positivity, contribution, and personal development. Shift focus towards mindset training to ensure your team operates at its best.Implement frameworks such as EOS to streamline operations, improve efficiency, and ensure your team is aligned with the company's goals.Invest in effective marketing strategies to tell your story. Use platforms like podcasts and social media to reach a wider audience and create a personal connection with potential customers and investors.Celebrate and acknowledge significant milestones, both within the team and with guests. This creates a sense of community and shared success.Quote of the Show:“ We really focused on anybody that worked for us to not just want to want a job. We wanted people that wanted to be a part of something special and build something unbelievable.” - Nathan St. CyrLinks:LinkedIn: https://www.linkedin.com/in/nathan-st-cyr-467069241/ Website: https://www.malama-capital.com/ Hotel Investor Playbook Podcast: https://www.hotelinvestorplaybook.com/ Shout Outs:7:54 - Tony Robbins https://www.tonyrobbins.com/ 8:02 - Unleash the Power Within https://www.tonyrobbins.com/events/unleash-the-power-within 21:08 - Red Week Magazine https://www.redweek.com/ 34:09 - Unique Stays Summit https://www.theuniquestays.com/ 42:15 - Entrepreneurial Operating System https://www.eosworldwide.com/ 42:15 - Traction https://www.amazon.com/Traction-Get-Grip-Your-Business/dp/1936661837/ref=sr_1_3_sspa?adgrpid=1341404754019562&dib=eyJ2IjoiMSJ9.ivUyjhmThfkakmCVvM6aQvCiS2WBd8hy_jhV5TwuzPU9G-5kyOKn0VG08Gbmn0LNWMKfZcDEaOvFEcmIpasOvcygqGHIPdVb9f92F2jYT4-UUs0jHKJ0hfKqJNtqf2ts2-lnl0VTBC-btKXlD5Fbw1KlBsx7H73YC8d50hu916_KbJwfWy0nT7mEJl09olMwEOl035Dd0md2s6yJoh81daWBzNGU1pmW8NLWWWEccB4.Z6S2hs5q8J6UJuk0-qTmoFMtstrz1Qy6FvHZ0NvvO1g&dib_tag=se&hvadid=83838035983337&hvbmt=be&hvdev=c&hvlocphy=104764&hvnetw=o&hvqmt=e&hvtargid=kwd-83838151976689%3Aloc-190&hydadcr=22532_13494448&keywords=traction+book&mcid=a8e247c38b8e323ca52ee6f95a77314c&msclkid=6377a5a0deed155ecd69c250e1c39430&qid=1743798068&sr=8-3-spons&sp_csd=d2lkZ2V0TmFtZT1zcF9hdGY&psc=1 44:02 - Gino Wickman https://www.ginowickman.com/ 47:58 - Penn State University https://www.psu.edu/ 

Meet Hani MalekWith over 35 years of experience in the manufacturing industry, I am a passionate and results-oriented leader with a proven track record of revenue, profit, and cash flow growth.As a Professional EOS Implementer, I help entrepreneurs and business leaders get better at three things - VISION, TRACTION and HEALTHY. At the end of our journey together, everyone is on the same page with where the company is going and how it is going to get there.Company leaders are working together as a healthy, functional, highly accountable, cohesive team and everyone in the organization makes progress each day toward achieving the vision.Connect with Hani!Hani Malek - EOS Worldwidehani.malek@eosworldwide.comLinkedInHighlights00:00 Teams vs. Zoom: The Great Debate02:02 Introducing Hani Malik: Manufacturing Expert02:59 Understanding EOS: Entrepreneurial Operating System04:49 Core Values and Uncomfortable Truths10:02 Facilitating Change: Overcoming Resistance12:11 Defining Entrepreneurial Companies14:04 Is This For You?14:26 Uncomfortable Learning Moments14:55 Wind Chill Factor Explained16:26 LinkedIn Insights with Laurie18:53 Mushroom Facts with Annie22:42 Understanding Kolbe Scores25:27 Wrapping Up and Contact InfoConnect with the Broads!Connect with Lori on LinkedIn and visit www.keystoneclick.com for your strategic digital marketing needs! Connect with Kris on LinkedIn and visit www.genalpha.com for OEM and aftermarket digital solutions!Connect with Erin on LinkedIn!

When Rusty Rohe took over Dahl Air Conditioning and Heating a decade ago, he inherited a company with strong foundations, built in 1965. But he saw potential beyond traditional HVAC services. By relocating the business and expanding into ductwork manufacturing, Rusty positioned Dahl for long-term growth. Now, he's taking another bold step—wholesale distribution—supplying HVAC companies across Iowa. His journey has been marked by strategic decisions, including adopting the Entrepreneurial Operating System (EOS), which has been a game-changer in streamlining operations and fueling expansion. In this episode, Rusty shares the opportunities and challenges that come with scaling a legacy business. From managing growth pains to navigating industry shifts, he reflects on the lessons learned and what's next for Dahl Air Conditioning and Heating. Whether you're an entrepreneur, a business leader, or someone interested in the inner workings of a successful expansion, this conversation offers valuable insights into leadership, adaptability, and the power of vision-driven decision-making. Hear the full show: https://iowapodcast.com/rusty-rohe-manufacturing-acquisition-expansion-and-EOS

Are you a franchise leader feeling stuck and overwhelmed, searching for a system to help align your team and propel your business forward? In today's episode, Justin Mink, is diving deep into the world of the Entrepreneurial Operating System (EOS).He is covering all things EOS - a strategic tool designed to streamline your business and increase your success. If you've ever wondered what the heck EOS actually is, Justin is going to break down this magical framework into bite-sized pieces, emphasizing its simplicity and how it can transform your leadership game. Justin shares his journey to discovering EOS, highlighting its impact on his life and career, especially in regaining a work-life balance. He is sharing some solid advice for all you dreamers and doers out there: let go of the vine! Stop blocking your own success, trust your team, and watch the magic happen.And if you are a franchise leader thinking about using EOS, Justin offers insights on why it's a game changer for both franchisors and franchisees. Plus, we get a sneak peek into his new venture, Outgrow, which promises to increase your revenue with style.Justin Mink is on a crusade to help leaders get what they want from their business. The ventures he's been a part of have grown from 0-1000s of employees, raised millions, and been valued at over $1B. But his dreams of entrepreneurial success were crushed by chronic illness. Experience taught him that leadership meant sacrificing physical and mental, relationships, and other passions. Then the Entrepreneurial Operating System changed his life. It showed him that leadership doesn't have to mean chaos and stress. His first EOS experience drove in a nearly 2x increase in revenue velocity for his company within just 6 months of his first EOS session while empowering a 40/hour work week company work cap. The experience inspired him to dedicate his career to helping leadership teams achieve the same freedom from frustration that EOS provided for him and his teams.So, if you are ready to explore how EOS can take your franchise to the next level and learn how simplicity scales and growth is all about letting go and leveling up with your team then today's episode is for you.Connect with Justin MinLinkedIn - https://www.linkedin.com/in/justinmink/EOS Website - https://www.eosworldwide.com/justin-minkOutgrow Website - https://runoutgrow.com/advisor/justin-mink/Episode Highlights:What is EOS (Entrepreneurial operating system)The key pillars of EOSBenefits of implementing EOS How EOS helps businesses with alignment and efficiencyApplicability of EOS to franchisors and franchiseesExamples of how franchise organizations can implement EOSDefinition and role of an EOS implementerProcess of working with an implementer for organizational masteryImportance of having the right teamConnect with Tracy Personal LinkedIn: https://www.linkedin.com/in/tracy-panase/ JBF LinkedIn - https://www.linkedin.com/company/jbfsale JBF Franchise System - https://jbfsalefranchise.com/ Email: podcast@jbfsale.com Connect with Shannon Personal LinkedIn - https://www.linkedin.com/in/shannonwilburn/ JBF LinkedIn - https://www.linkedin.com/company/jbfsale

Talk or type with our new Team Bot: https://realestateteamos.com/botA Division I college athlete, Chief of Logistics with the US Army Corps of Engineers, licensed real estate agent, franchise founder, and entrepreneur, Harvey Yergin discovered EOS like you … the hard way.  A friend gave him a copy of Traction, which he didn't read … until he experienced pain, frustration, confusion, and misalignment within one of his businesses. Today, because of the value it brought him, Harvey's one of about 900 EOS Implementers helping entrepreneurs around the world. And he's here to help you create vision, traction, and health in your business faster with EOS principles and tools for beginners, as well as for agents and teams already using EOS.Watch or listen to this EOS episode for insights into:- The relationship between vulnerability, trust, and speed- Harvey's background in real estate, entrepreneurship, logistics, and sports- Entrepreneurship before and after implementing EOS- The three goals of EOS, what types of companies it's designed for, and how it can help real estate teams in particular- Where the terms Visionary and Integrator come from and exactly what they mean- Whether and when to modify or customize EOS for your business - and how the decision can speed you up or slow you down- Two questions to ask (and one resource - linked below) to help you know if you're using EOS effectively- How to get started with EOS (yes, you can do it yourself) - Three things your team should have to get started with EOS effectively- How to separate the person on your team from a seat, role, or function for better decision-making- The six key components of EOS (Vision, Data, Process, Traction, Issues, and People)- The importance of the L10 meeting and the pulse of your businessEOS Organizational Checkup:- https://organizationalcheckup.com/Find a local EOS Implementor:- https://www.eosworldwide.com/implementerEOS on YouTube - https://www.youtube.com/EOSWorldwideLibrary of EOS books:- https://www.eosworldwide.com/traction-library Harvey Yergin:- https://www.eosworldwide.com/harvey-yergin- https://www.facebook.com/harvey.yerginiv- https://www.instagram.com/harveyyergin/- harvey.yergin at eosworldwide dot comReal Estate Team OS:- https://www.realestateteamos.com- https://linktr.ee/realestateteamos- https://www.instagram.com/realestateteamos/ Talk or type with our new Team Bot: https://realestateteamos.com/bot

Send us a textIn this episode, Tony Steward, owner of The Bike Lab, shares how the Entrepreneurial Operating System (EOS) can help bike shop owners regain focus, build stronger teams, and break through growth barriers to achieve lasting success.Tony explains why EOS is more than just another business trend—it's a proven system that simplifies operations and helps you focus on what truly matters. If you're ready to move beyond "fire-fighting" mode and build the bike shop you've always envisioned, this conversation is a must-listen.Support the show

Does running your creative business sometimes feel like a circus? You're juggling tasks, managing projects, and trying to keep everything in motion, while secretly wondering if there's a better way. In this episode, I'm sharing one of the most transformative shifts I've made in my business: implementing an operating system. An operating system isn't just for big corporations. No matter the size of your business, having a structured framework helps bring clarity, alignment, and efficiency to your workflow. It can transform how you work, how your team communicates, and how your business grows. I dive into: The signs that your business needs an operating system (miscommunication, delays, and inefficiencies sound familiar?) How the Entrepreneurial Operating System (EOS) completely changed the way my team operates Other systems you might consider, including Scaling Up and 4DX (The Four Disciplines of Execution) Four actionable steps to streamline your business: Choose a system that fits your business size and needs Align your team around a clear vision Implement key tools like scorecards, priorities (Rocks), and an issues list Run structured, productive meetings to keep everyone on track I know that structure might sound like it stifles creativity, but I've found the opposite to be true. A strong operating system actually frees you up to be more creative because you're not constantly managing chaos. With clear processes in place, you can focus on doing the work you love.

Jeremy Jenson is the visionary Founder and CEO of Encore Search Partners, Houston's largest privately-held executive search firm. A recognized expert in The Entrepreneurial Operating System (EOS), Jeremy built Encore on a foundation of seven Core Values: Excellence, Resilience, Gratitude, Professionalism, Coachable, Meticulous, and Competitive. These principles have driven the company's success and earned it a reputation for delivering unmatched talent acquisition solutions. Founded in 2013, Encore Search Partners employs a data-driven, industry-focused approach to professional recruiting. By combining deep industry expertise, cutting-edge data analysis, and an aggressive outbound marketing strategy, the firm specializes in connecting clients with niche professional and technical talent. Encore serves industries such as Financial Services, Wealth Management, Law, Manufacturing, Energy, Chemicals, and Technical Sales, helping organizations nationwide secure top-tier professionals. Jeremy's commitment to leadership extends beyond Encore. He is an active member of the Entrepreneurs' Organization, a global network of over 17,000 entrepreneurs, and enjoys mentoring others in the art of scaling businesses. A proud father of three, Jeremy values spending quality time with his sons and friends in his free time. Under his guidance, Encore Search Partners continues to thrive as a minority-owned enterprise headquartered in Houston, Texas, serving clients across the nation. During the show we discussed: We Often Make Poor Hiring Decisions, But We Can Improve. Using Data Helps Hire Better And Keep Employees Longer. Head Hunters Are Better Than HR At Finding Top Talent. HR Should Hire In Some Cases, But Head Hunters Are Better In Others. Many Important Factors Are Often Overlooked In Hiring. We Focus Too Much On Past Experience When Hiring. Job Longevity Doesn't Always Mean Long-Term Retention With Your Company. Common Hiring Mistakes Often Include Ignoring Key Factors. Employee Pay Decisions Should Be Based On Data And Strategy. Your Team Should Join Co-Ops To Learn From Peers. Variable Compensation Helps Attract And Keep Top Talent. Joining Entrepreneurs' Organization (EO) Offers Networking And Growth. Vistage Can Help Your Team Members Grow Professionally. Decide If Your Company Should Operate Like A Family Or A Sports Team. Resources: https://encoresearch.com/

Curious about the secrets behind successful family businesses? In this episode of "Entrepreneurs Circle," Erik Cabral sits down with Sara B. Stern, a certified EOS implementer and expert in family-owned enterprises, to discuss strategies for navigating the complexities of family, business, and ownership roles.Tune in to discover how separating family, business, and ownership roles can lead to harmony and growth. Learn about the transformative power of the Entrepreneurial Operating System (EOS) and gain valuable insights from Sara's consulting experiences. Don't miss this opportunity to enhance your understanding of family business dynamics and improve your own business operations!0:00 Intro: Family businesses and the three-circle model5:05 Challenges of hiring family in business10:08 Using "hats" to separate family and business roles15:19 Baby boomers retiring and business succession20:19 Explaining the Entrepreneurial Operating System (EOS)22:56 Embracing failure: A lesson in trusting instincts27:27 How Sara helps separate family and business relationships28:30 Closing remarks and contact information

Brian Dosal was the founder and CEO of BrightGauge, a software company he bootstrapped and grew to almost $10M ARR with his brother before successfully selling the company in 2019. BrightGauge was a business analytics and dashboard for key metrics for the Managed Service Provider (MSP) industry.   After his intense 9-year journey at BrightGauge, Brian “retired” to spend more time with his growing family. He enjoyed his free time but eventually returned to the software startup game with his second company, Strety.   Strety is a fast-growing SaaS business with a popular app for small businesses using the EOS® approach to manage their businesses. It has 10 employees, hundreds of customers and partners, and no outside funding. Brian brought back some of his previous team to build another sustainable and valuable software company. Links Brian Dosal on LinkedIn BrightGauge website Strety on LinkedIn Strety website Entrepreneurial Operating System (EOS) website Traction book by Gino Wickman Anything You Want book by Derek Sivers   The Practical Founders Podcast Tune into the Practical Founders Podcast for weekly in-depth interviews with founders who have built valuable software companies without big funding. Subscribe to the Practical Founders Podcast using your favorite podcast app or view on our YouTube channel. Get the weekly Practical Founders newsletter and podcast updates at practicalfounders.com.

Do you ever feel like your business is entirely on your shoulders, like every decision, deadline, and detail depends on you alone? I see you. I've been there too. But what if you could empower your team to not only take on tasks but truly own them—sometimes even doing them better than you? In this episode, we're diving into the power of delegation and trust. I know firsthand how difficult it is to let go, especially when your work is deeply personal. But the reality is that refusing to delegate is the riskiest move of all. It keeps you stuck in a cycle of overwork and burnout, limiting your impact and slowing your growth. If you want to step into true leadership and scale your business, you have to build a team that doesn't just support you, they lead alongside you. I share my own turning point, when I realized I couldn't keep carrying everything alone. By implementing the Entrepreneurial Operating System (EOS) and building clear accountability structures, my team started thriving. In this episode, I walk you through the exact framework I use to empower my team, including: Defining roles clearly with an accountability chart Starting small to build trust gradually Setting clear expectations using 90-day goals (or “rocks”) Holding weekly check-ins to maintain progress and solve challenges together Celebrating wins because recognition fuels motivation When you put these strategies into place, you create a business that runs efficiently, a team that feels empowered, and the freedom to focus on the work that truly lights you up. If you're ready to take action, I've also created a Delegation Checklist to guide you step by step. Download it from the show notes at theprofessionalcreative.com. Let's build a business where trust and leadership go hand in hand.

EOS Implementer Will Powell stops by to chat with SMGA CEO Tyler Tordsen and Economic Development Specialist Joshua Chase. Will brings a wealth of perspective to Growing Places and his clients while helping them to implement the Entrepreneurial Operating System (EOS) in order to advance their businesses and business practices. Will puts his teachings into practice in his own business, Podyum, where he and his team work to place athletes across the world. Will's Hidden Gems: Palisades State Park and Good Earth State Park

Have you ever felt like your business was hitting a ceiling? How am I going to get to the other side of this? Many business leaders and entrepreneurs want to increase predictability, get additional clarity in their business, and decrease chaos. Today, we are joined by Pallavi Golla, an expert with a proven track record of helping businesses increase efficiencies through proven systems that allow for sustainable and profitable growth. We'll talk about her experience as an entrepreneur, how an Entrepreneurial Operating System can help your company stay focused, and what you should consider if you want to grow and scale your business. 

In this value-packed solo episode, Ryan dives into why focusing on one thing is the key to building a sustainable video business. He shares practical insights on breaking free from the feast-or-famine cycle and getting crystal clear on what you really want from your business. Key Takeaways Consistency in marketing wins - but you need to know what to be consistent with Pick 2-4 main goals instead of spreading yourself too thin across many objectives Focus on making one income stream overflow before adding new ones Get super clear on what "done" looks like for your goals  In This Episode [00:00] Welcome to the show! [01:04] Episode Intro [03:35] 10xFILMMAKER Workshop [05:06] Managing the Peaks and Valleys [06:42] Consistency in Your Marketing [09:10] Clear Business Goals [13:36] Entrepreneurial Operating System [16:51] Multiple Streams of Income [22:17] Outro Quotes "If you're not clear on what your goal is for your business, it's easy to get distracted because you're not on a path, you're not on a clear direction." - Ryan Koral "The times that we've been most successful is when we've been the most focused - on the audience, the product, the offer, the goal. It's easier to market. It's easier to know where to network. So many things become a lot easier when you're really, really focused." - Ryan Koral Links Find out more about 10xFILMMAKER   Join the Grow Your Video Business Facebook Group  Follow Ryan Koral on Instagram Follow Grow Your Video Business on Instagram Check out the full show notes

In this episode of Rental Roundtable, Chad Wagner, owner of A1 Rent It, shares his journey from being a teacher to running a four-location rental business. Starting with one location, Chad and his wife rapidly expanded to three overnight, growing from six to 35 employees.We discuss:✅ The challenges and lessons from scaling so quickly✅ How peer groups and the Entrepreneurial Operating System (EOS) keep their business on track✅ The evolving role of technology in rental operations✅ Whether subscription models are the future of equipment rental

In this episode, we sit down with Stephen Willis to discuss how implementing the Entrepreneurial Operating System (EOS) transformed his business. Stephen shares how switching to EOS in 2017 became a pivotal moment, fueling growth and building a strong leadership team. We explore how EOS empowered mid-level managers and specialists to find their voice, resulting in remarkable success stories—from SEO specialists rising to Vice Presidents.Tune in to hear how EOS fosters leadership, encourages internal growth, and creates a culture where every voice matters.Become a supporter of this podcast: https://www.spreaker.com/podcast/the-lawman-s-lounge--4267400/support.

This is a special episode of Real Estate Success: The Whissel Way, where guest host Ethan Beute with Real Estate Team OS and Follow Up Boss interview's Kyle Whissel and they dive into the key strategies behind scaling a profitable and sustainable real estate team. Kyle shares how implementing the Entrepreneurial Operating System (EOS) transformed Whissel Realty Group, increasing efficiency, reducing chaos, and boosting profitability. He reveals the biggest mistakes agents make when trying to build a team, why many teams fail due to lack of structure, and the importance of hiring the right people while cutting those who don't perform. If you're a real estate agent or team leader looking to grow your business without sacrificing profitability, this episode is packed with actionable insights Real Estate Team OS Website: https://www.realestateteamos.com/episode/inside-whissel-realty-ceo-team-leader-kyle-whissel Instagram: https://www.instagram.com/realestateteamos/   Chapters: 00:00 - Introduction & What to Expect 00:38 - How EOS Changed Our Business 02:17 - The Biggest Mistake Team Leaders Make 04:10 - Why Real Estate Teams Need a System 06:31 - How to Filter Ideas & Avoid Chaos 10:58 - Building a High-Performance Real Estate Culture 18:52 - Why Hiring the Right Agents is Key 25:00 - How We Use Virtual Assistants to Increase Profits 32:57 - The Power of Branding in Real Estate 42:49 - Final Takeaways & Advice for Agents

Entrepreneurs dream of freedom, but most never find it. In this powerful conversation with Gino Wickman, creator of the Entrepreneurial Operating System (EOS) and author of Shine, we dive deep into the mindset shifts, disciplines, and strategies that separate those who thrive from those who struggle. Discover why most entrepreneurs stay stuck in their business instead of growing beyond it, the secret to true time and financial freedom, and how to maximize your energy and impact without sacrificing your peace of mind. Gino shares the 10 disciplines that every entrepreneur needs to master, why workaholism is an addiction, and how to break free from the cycle of endless stress. Are you ready to step into your true self and build a business that supports the life you want? Watch now. ________________________________________ TIMESTAMPS 0:00 - The Illusion of Entrepreneurial Freedom 4:10 - Why Most Business Owners Feel Trapped 7:25 - The Secret to Building a Self-Sustaining Business 10:30 - The Entrepreneur's Addiction to Work 15:45 - The 10 Simple Disciplines That Change Everything 21:20 - How to Stop Sabotaging Your Own Success 26:50 - The Mindset Shift That Unlocks Growth 32:15 - Why Entrepreneurs Struggle to Feel Fulfilled 38:30 - The Power of Saying No 45:00 - Gino's Advice for Entrepreneurs Seeking True Freedom #Entrepreneurship #BusinessGrowth #successmindset Learn more about your ad choices. Visit megaphone.fm/adchoices

In this episode of Confessions of an Implementer, Ryan Hogan sits down with Mark Xavier Treas, a Professional Implementer and former professional blackjack player. Mark shares his unique journey from high-stakes gambling to building successful businesses, offering valuable insights on leadership, trust, and purpose-driven growth. Together, they explore how understanding the deeper connections between people, process, and purpose can lead to sustainable business success. Tune in to learn how Mark's unconventional path can inspire entrepreneurs to align their operations with their core values for long-term impact.

Sebastian Guerra is the President of Guerra Wealth Advisors, a hybrid advisory firm based in Miami with nearly $15M of revenue and almost 60 team members, supporting over 1,700 client households. What's unique about Sebastian is how his firm has implemented a quality control system where a team member follows up with clients right after their advisor meetings to gather feedback and ensure high service standards. This approach not only improves the client experience, but also encourages referrals, online reviews, and social media engagement by prompting clients to act immediately after providing positive feedback. Listen in as Sebastian discusses how the firm attracts and consolidates assets from new and existing clients—onboarding nearly 480 households in a single year—with educational events and a streamlined process enabling advisors to handle up to 35 weekly meetings. He also highlights how his firm has benefited from using the Entrepreneurial Operating System amidst its rapid growth, how his firm leverages an in-house recruiter to find top talent, and how he balances his business commitments with his evolving priorities as a new husband and father. For show notes and more visit: https://www.kitces.com/425

Is Your Family Operating Like a Well-Run Business?In this episode, Melissa Joy, CFP®, explore how families can apply business strategies to create structure and intentionality at home. Our guest, Kelly O'Donnell, an expert in the Entrepreneurial Operating System (EOS), introduces the Vision Traction Organizer (VTO)—a tool that helps families define core values, set a long-term vision, and break goals into actionable steps.Kelly shares how identifying what truly matters can guide financial decisions, time management, and overall family priorities. She also discusses the benefits of quarterly family meetings and "same page meetings" for spouses to ensure alignment and clarity. By integrating structured planning and financial strategies, families can create a stronger sense of purpose while maintaining flexibility for life's unexpected changes.Whether you want to strengthen family bonds, improve communication, or set clear financial and personal goals, this episode offers practical insights to help you build a more organized and intentional family life.Resources & Links:

Mastering Effective Meeting Cadences for Business SuccessIn this episode of the Entrepreneurs United Podcast, hosts John St. Pierre and Rich Hoffmann dive deep into the importance of structured meeting cadences, drawing insights from the book 'Traction' and the Entrepreneurial Operating System (EOS). Learn the differences between Organization A and Organization B, the critical role of quarterly off sites, weekly tactical meetings, daily check-ins, and one-on-one meetings. Rich Hoffmann (Trusted Leadership Coaching) shares his expertise on implementing level 10 meetings, goal setting and review (GSNR) sessions, and how these practices drive accountability, efficiency, and organizational success. Whether you're an entrepreneur looking to refine your business processes or a manager aiming to boost team performance, this episode offers valuable insights and practical advice for achieving high-performance standards in your company.00:00 Introduction to Organizational Cultures00:51 Welcome to Entrepreneurs United Podcast00:58 Implementing the Entrepreneurial Operating System (EOS)01:56 The Importance of Meeting Cadences02:54 Types of Meetings: Quarterly, Weekly, and Daily04:29 Daily Check-ins: Purpose and Implementation05:20 Addressing Concerns About Daily Check-ins10:19 One-on-One Meetings: Structure and Purpose17:36 Goal Setting and Review (GSNR)25:16 Conclusion and Recommendations

Have you ever felt like you're spinning your wheels, working tirelessly but not seeing the growth you desire?  In this episode of Life After Corporate, host Deb Boulanger explores the intricacies of scaling a business with guest Meryl Simmons, an experienced EOS implementer. Together, they'll uncover the secrets of building a robust business foundation, learn how to overcome growth ceilings and discover the power of a strategic coaching approach. With Meryl's expertise, you'll explore the Entrepreneurial Operating System (EOS) and its potential to revolutionize your business journey, regardless of its size or stage. This episode is full of actionable nuggets that will equip you to scale effectively and thrive in the services sector.  Don't wait until you hit your next ceiling; listen now to learn how intentional systems and processes can set your business on the path to sustainable growth!    [00:05- 13:29] Understanding Business Operating Systems   EOS provides tools to clarify vision, execute strategy, and build healthy teams   Designed for companies with 20-300 employees seeking disciplined growth   Helps align team energy through shared language and accountability frameworks   Solves common challenges like unclear priorities and inconsistent execution       [13:30 -19:19] Identifying Growth Ceilings   First warning sign: Persistent lack of strategic direction   Second indicator: Previously successful tactics stop working   Third red flag: Inability to prioritize high-impact activities   Fourth challenge: Founder becomes bottleneck through poor delegation   Fifth symptom: Team operates without clear role definitions       [19:20 -24:56]  Performance Measurement Tools     Weekly dashboards tracking 5-15 leading indicators   Balanced scorecards combining lagging and leading metrics   Revenue goal breakdowns into monthly/client targets   Activity-based KPIs (e.g., sales conversations per week)     [24:56 - 31:04] Sustainable Growth Practices   Annual structural audits for functional seat effectiveness   Continuous scorecard refinement based on metric relevance   Delegation checklists defining outcomes and success metrics   Prevention of founder burnout through role evolution    Connect with Meryl Simmons Website:  https://www.justgetfocused.com/ Website: http://Www.eosworldwide.com/meryl-simmons Email: meryl@outpaceenterprises.com LinkedIn:  https://www.linkedin.com/in/merylsimmons/   Books mentioned on this episode   Traction: Get a Grip on Your Business  Traction: Get a Grip on Your Business: Wickman, Gino: 9781936661831: Amazon.com: Books   Get a Grip   Amazon.com: Get A Grip: An Entrepreneurial Fable . . . Your Journey to Get Real, Get Simple, and Get Results eBook : Wickman, Gino, Paton, Mike: Kindle Store Free Tools mentioned on this episode   https://www.eosworldwide.com/meryl-simmons#downloads   Scorecard https://www.justgetfocused.com/get-focused-coaching-weekly-business-dashboard-download      Ready to turn insights into action? Don't just listen—join the movement! The Life After Corporate Community (https://lifeaftercorporate.com/community) is where ambitious women like you connect, collaborate, and get the strategies, tools, and high-level support to grow a thriving, profitable business. Join us now and start making the powerful connections that will elevate your success!   Go to https://lifeaftercorporate.com/podcast  for all episodes 168.  The Chris Voss Method for Closing the Deal! 163.  Joyce Marter's Financial Mindset Fix: The Key to Unlocking Your True Abundance!   87.  Secrets of Great Copywriting with Julie Cabezas Tweetable Quotes: "Every business needs an operating system to run effectively and efficiently and really operate and build a better business." Meryl Simmons on Aligning Human Energy "I left and I went out on my own, and I, my husband, who's a lifelong entrepreneur, really encouraged me to do that."...Meryl Simmons on Aligning Human Energy on Entrepreneurial Journey   **TRANSCRIPT AVAILABLE UPON REQUEST**   SUBSCRIBE & LEAVE A FIVE-STAR REVIEW and share this podcast to other growing entrepreneurs!  Get weekly tips on how to create more money and meaning doing work you love and be one of the many growing entrepreneurs in our community. Connect with me on LinkedIn; https://www.linkedin.com/groups/12656341/  or on Instagram or our website at www.lifeaftercorporatepodcast.com .

Gino Wickman is one of the most influential thinkers in the entrepreneurial ecosystem. He is the founder of EOS Worldwide and the creator of the Entrepreneurial Operating System, a practical method for helping companies achieve greatness. He has delivered over 1900 trainings to help companies implement EOS into their organizations and has transformed thousands of businesses with his work. He is the author of multiple bestselling books, including Traction, Rocket Fuel and his latest, Entrepreneurial Leap. In this classic episode, Gino joined host Robert Glazer to talk about how to get great alignment in a business and when to know when to take the entrepreneurial leap. Learn more about your ad choices. Visit megaphone.fm/adchoices

Step into an enlightening episode of Modern Chiropractic Mastery as Dr. Kevin Christie sits down with renowned business strategist Gino Wickman, the visionary behind Traction and the Entrepreneurial Operating System.This deep-dive conversation unpacks Wickman's latest book, Shine, a powerful guide to unlocking leadership potential, personal growth, and the path to becoming your most effective self.Wickman reveals the key to entrepreneurial success—whether you're a chiropractor or a business owner—lies in understanding your inner drive and making choices rooted in love rather than fear. He introduces the three discoveries that set your true self free and shares the 10 essential disciplines designed to amplify energy, impact, and inner peace. From long-term vision to knowing your 100%, these principles help create a thriving, balanced life.Together, Dr. Christie and Wickman explore the game-changing power of letting go of ego to achieve both ambition and deep fulfillment. This is an episode you won't want to miss!

In this episode of Capital Hacking, hosts Josh McCallen and John Edwin celebrate a successful 2024 by sharing their top five episodes from the year. The episode features a special interview with Kevin Taylor, who shares his insights on the Entrepreneurial Operating System (EOS) and discusses his unique background in banking. Listeners will gain valuable knowledge about EOS and appreciate Kevin's entrepreneurial spirit and extensive banking expertise. Tune in for a powerful conversation and a look back at the best moments from the year![00:02:15] Entrepreneurial Operating System Explained.[00:06:55] EOS implementation journey.[00:10:58] Finding an integrator for success.[00:13:03] EOS: Vision, Traction, Healthy.[00:15:56] Ideal client for EOS.[00:20:10] Banking industry innovation insights.[00:25:06] Cost of hiring EOS implementer.[00:26:39] Patrick Lencioni's book recommendations.Turn your unique talent into capital and achieve the life you were destined to live. Join our community!We believe that Capital is more than just Cash. In fact, Human Capital always comes first before the accumulation of Financial Capital. We explore the best, most efficient, high-integrity ways of raising capital (Human & Financial). We want our listeners to use their personal human capital to empower the growth of their financial capital. Together we are stronger. LinkedinFacebookInstagramApple PodcastSpotify

Welcome to Confessions of an Implementer, a podcast by Talent Harbor. We share unique stories of implementers and the companies they've transformed to give you a rare glimpse into the system's successes and challenges. I'm your host, Ryan Hogan. Let's dive in! In this episode, I sit down with Rob Drynan, a Certified Implementer, to explore the power of core values in hiring, the role of board governance, and strategies for organizational growth. Rob shares his journey leading nonprofits and implementing the EOS framework to drive success. From overcoming founder-led challenges to fostering mission-driven cultures, this insightful conversation offers practical advice for leaders aiming to elevate their organizations to the next level.

Welcome to the first episode of Payrollin' for 2025!

Welcome to Confessions of an Implementer, a podcast by Talent Harbor. We share unique stories of implementers and the companies they've transformed to give you a rare glimpse into the system's successes and challenges. I'm your host, Ryan Hogan. Let's dive in! In this episode of Confessions of an Implementer, I chat with Paul Meadows, a Certified Implementer and President of Integrated Technology Group Inc. They explore Paul's remarkable journey from military service to entrepreneurship, the challenges of adopting the Entrepreneurial Operating System (EOS), and the pivotal role of leadership and personal growth. Paul shares candid insights on resilience, grit, and the power of transparency in both business and life.

Robby Butler holds a key role within Y Street Capital. He chairs our weekly, quarterly and annual planning meetings. On today's show we are talking about our most recent two day annual planning cycle and how we use the Entrepreneurial Operating System (EOS) to manage our business. EOS was described in the book "Traction" by Gino Wickman and has been adopted by countless businesses large and small. -------------- **Real Estate Espresso Podcast:** Spotify: [The Real Estate Espresso Podcast](https://open.spotify.com/show/3GvtwRmTq4r3es8cbw8jW0?si=c75ea506a6694ef1) iTunes: [The Real Estate Espresso Podcast](https://podcasts.apple.com/ca/podcast/the-real-estate-espresso-podcast/id1340482613) Website: [www.victorjm.com](http://www.victorjm.com) LinkedIn: [Victor Menasce](http://www.linkedin.com/in/vmenasce) YouTube: [The Real Estate Espresso Podcast](http://www.youtube.com/@victorjmenasce6734) Facebook: [www.facebook.com/realestateespresso](http://www.facebook.com/realestateespresso) Email: [podcast@victorjm.com](mailto:podcast@victorjm.com) **Y Street Capital:**Website: [www.ystreetcapital.com](http://www.ystreetcapital.com) Facebook: [www.facebook.com/YStreetCapital](https://www.facebook.com/YStreetCapital) Instagram: [@ystreetcapital](http://www.instagram.com/ystreetcapital)

In this episode of Zero to 5000, host Drew McClure sits down with Derek Martin, co-founder of Driver Defense Team, a Chicago-based criminal defense law firm specializing in DUIs, traffic tickets, and other criminal cases. Since taking over a failing firm eight years ago, Derek has grown it into a thriving business with 25 employees and national recognition, landing on the Inc 5000 list for two consecutive years. Derek shares the highs and lows of his journey, from taking over a defunct firm to implementing transformative strategies like radical transparency, weekly scorecard meetings, and EOS (Entrepreneurial Operating System). He reveals how focusing on a niche and delivering exceptional client service has not only helped the firm stand out but also turned challenges into opportunities. This inspiring conversation dives into leadership, scaling a service-based business, and the power of delivering more than just a service—delivering an experience. Key Takeaways: Transparency Builds Trust: Weekly scorecard meetings and openness about the firm's financial status helped Derek win over employees and rebuild morale after acquiring the business. Customer Experience as a Growth Driver: Derek's shift to providing "white-glove" client service—proactive communication and regular updates—transformed Driver Defense Team into a law firm of one in a crowded market. The Power of Niching: By focusing solely on DUIs and traffic cases, Derek has positioned the firm as a market leader, avoiding the trap of being a jack-of-all-trades. EOS for Scaling: Implementing the principles of the Entrepreneurial Operating System gave the firm structure and efficiency, making it easier to manage and scale. Leadership Evolution: Derek highlights the importance of hiring smarter people, delegating responsibility, and stepping back to focus on managing the business rather than working in it. Notable Quotes: “You don't know what you don't know. EOS and mastermind groups were game-changers for my mindset and operations.” "People won't remember the outcome of their case, but they'll always remember how you made them feel." "When you provide exceptional service, you stop competing on price and start competing on value." "Our firm's growth isn't just about great legal work. It's about being proactive, transparent, and exceeding expectations."

What does it take to build a thriving injury law firm while transforming traditional roles into revenue-generating opportunities? In this episode of Second in Command podcast, Cameron Herold talks with John Nachazel, COO of the Mike Morse Law Firm, about his role in scaling the business from 24 to 210 employees. John shares how his data-driven approach, leadership mindset, and strong CEO-COO relationship have been instrumental in achieving exponential growth. John and Cameron delve into the value of the Entrepreneurial Operating System (EOS), the importance of fostering respect between the CEO and COO, and how John's approach to leveraging data and problem-solving has created sustainable success. Whether it's aligning team goals, managing leading versus lagging indicators, or finding creative ways to optimize expenses, this episode offers invaluable insights for anyone in a leadership role. Enjoy!In This Episode You'll Learn:How to foster a respectful and effective CEO-COO relationship [10:10]Why focusing on leading indicators can shape better business outcomes [8:11]The power of being the “second best” at every role as a COO [6:04]How turning expense areas into profit centers can revolutionize your business [42:15]Why embracing EOS principles can bring clarity and alignment to your team [31:32]And much more...Resources:Connect with John: LinkedInGet John's book: Fireproof: A Five-Step Model to Take Your Law Firm from Unpredictable to Wildly Profitable Connect with Cameron: Website | LinkedInGet Cameron's latest book "Second in Command: Unleash the Power of Your COO"Get Cameron's online course – Invest In Your Leaders

In this podcast episode, Dr. Jonathan H. Westover talks with Ted Bradshaw about his book, Stop Chasing Squirrels: Six Essentials to Find Your Purpose, Focus, and Flow. Ted Bradshaw (https://www.linkedin.com/in/tedbradshaw/) served as an executive with Xerox and IBM, then left the Fortune 500 world to explore the thrills of entrepreneurship. What he found was a long string of success that looked great on the surface. But underneath it all, he felt anxious, exhausted, and stressed, chasing money wherever it led and wondering why he never felt fulfilled. Along his journey, Ted gained valuable insight into how a person can achieve fulfilment in all aspects of life and he shares those insights with his best-selling book, Stop Chasing Squirrels. Today, Ted lives his passion in helping others find theirs. A leading proponent of the Entrepreneurial Operating System®, Ted is a speaker, author, an Expert EOS Implementer™, and the Community Leader for EOS Worldwide. Learn more at TedBradshaw.com.  Check out all of the podcasts in the HCI Podcast Network!

Summary Jonathan Smith (X; LinkedIn) joins Andrew (X; LinkedIn) to discuss the application of intelligence to entrepreneurship. Jonathan is an entrepreneur, author, and business strategist. What You'll Learn Intelligence Building high-performance teams Case officers vs. entrepreneurs  Networking and overcoming operational challenges Curiosity as a key trait for success Reflections The will to succeed  The power of listening and empathy And much, much more … Quotes of the Week “I often switch languages …I'll speak from a medical CEO's perspective versus a financial services CEO perspective. And people, when you use their language, they tend to lean in. They're like, “Oh, you understand me.” It's fascinating – People don't want to know how much you know until they know how much you care.” – Jonathan Smith. Resources  SURFACE SKIM *SpyCasts* The Cyber Behavioral Profiler with Cameron Malin (2024)  The FBI Hostage Negotiator with Chris Voss (2024)  Spying and Start-Ups with former Assistant Director of the CIA John Mullen (2022) From the CIA to Strategic Cyber with Hans Holmer (2022) *Beginner Resources* What Do Entrepreneurs Actually Do? Foundation for Economic Education, YouTube (2019) [3 min. video] What is EOS? Entrepreneurial Operating System (n.d.) [Fact sheet] Case Officer, Central Intelligence Agency (n.d.) [Job description] DEEPER DIVE Books Sell Like A Spy: The Art of Persuasion from the World of Espionage, J. Hurewitz (Diversion Books, 2024) Never Split the Difference: Negotiating As If Your Life Depended On It, C. Voss & T. Raz (Harper Business, 2016) Optimize for Growth: How to Scale Up Your Business, Your Network and You, J. B. Smith (Chief Optimizer, 2015) Learn more about your ad choices. Visit megaphone.fm/adchoices