Podcasts about entrepreneurial operating system

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

Send us a textWhy SaaS companies stall at $10M, how execution breaks down, and what founders must change to scale  --  Guest: Mark Abbott, Founder & CEO at Ninety  Most SaaS companies don't hit a wall because demand dries up — they hit it because execution doesn't keep pace with growth.In this episode of SaaS Backwards, Mark Abbott, Founder and CEO of ninety.io, explains why SaaS companies predictably stall as they grow and how founders underestimate the leadership and operational shifts required at each stage. Drawing on decades as an operator, investor, and board member, Mark walks through the five unavoidable stages of company growth and why stage three is where most companies get stuck.The conversation explores why speed becomes a liability, why leadership requirements change as teams scale, and how operating discipline and culture quietly determine whether a SaaS company breaks through its ceiling or plateaus indefinitely.Mark also unpacks the Entrepreneurial Operating System (EOS), the mindset shift from lifestyle entrepreneur to long-game founder, and why operational systems are not overhead — they're a competitive advantage. This conversation is essential listening for SaaS founders navigating product-market fit, team scaling, and leadership complexity.---Not Getting Enough Demos? Your messaging could be turning buyers away before you even get a chance to pitch.

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.  

Ready to break through your business growth ceiling? In this insightful episode of TBCY, host Ashutosh Garg sits down with Sid Jashnani, a Certified EOS Implementer, founder of Rekruuto, and serial HoldCo entrepreneur. Discover how the Entrepreneurial Operating System (EOS) transforms founder-led organizations, scales businesses beyond $5–10M, and helps leadership teams achieve self-operating, high-trust cultures.Sid Jashnani opens up about his early failures and victories, the crucial skill of firing oneself and delegating leadership, why processes may feel painful but are essential for sustained growth, and why culture cannot be compromised for high performance. Ashutosh Garg guides the conversation with insightful questions, taking you through the core EOS principles—vision, people, data, issues, processes, and traction—and real-life examples from Sid Jashnani's entrepreneurial journey.If you're a business leader, founder, or aspiring entrepreneur looking to scale your company and build an accountable, high-performing team, this episode is a must-watch!

In this episode of the IDEAS+LEADERS Podcast, I'm joined by Sid Jashnani, founder of Rekruuto, Certified EOS Implementer®, and holdco entrepreneur. Sid scaled his first company from $4M to $35M after transforming the way he communicated, delegated, and aligned his team. Today, he helps founders and leadership teams create clarity, accountability, and empowered cultures using the Entrepreneurial Operating System®.We dive into why communication breaks down inside growing organizations, what leaders misunderstand about delegation, and how simple rhythms can shift a team from chaos to ownership. Sid also shares the key lessons he learned while transitioning from a directive leader to an empowering one.In this episode, we discuss:Why leaders struggle to communicate expectations clearlyHow to move from “do as I say” to true team ownershipThe Delegation Ladder and how to use itCommunication rhythms that build alignment and reduce firefightingLessons from scaling a business from $4M to $35MHow structure and empathy work together in great leadership

Why do so many entrepreneurs hit a ceiling, and how does EOS break them through it? Jack Russo sits down with EOS implementer Theo Panopoulos to unpack why the Entrepreneurial Operating System has become a game-changer for founders everywhere. Theo explains how EOS cuts through complexity, forcing leaders to define their true vision, align their teams, and build accountability into every corner of the business. Drawing on his own entrepreneurial journey, he shows how EOS turns scattered effort into focused traction, helping even high-achieving leaders understand their strengths, clarify purpose, and finally execute with discipline. If you want your business to run smoother and grow faster, this episode makes the case: EOS isn't optional. It's essential. https://www.eosworldwide.com/    Jack Russo Managing Partner Jrusso@computerlaw.com www.computerlaw.com https://www.linkedin.com/in/jackrusso "Every Entrepreneur Imagines a Better World"®️  

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.

This episode is brought to you by ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Boulay, the industry standard for Quality of Earnings, tax, and audit services, serving search fund entrepreneurs for 20+ years⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠*This episode is brought to you by ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Oberle Risk Strategies⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠: Insurance Broker and Insurance Due Diligence Provider for Search Funds and Other Small-to-Medium-Sized Businesses⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠  *  Over the past handful of years, there has been substantial growth in the number of companies who have decided to implement formal “operating systems” to govern certain strategic and operational decisions within their businesses. I implemented EOS (short for “the Entrepreneurial Operating System”) in my own company beginning in 2015, and we continued to operate under its various principles and structures until successfully selling the company in late 2020. Based on that first-hand experience, I thought it would be worthwhile to dig into a number of recurring FAQs that I often receive from other CEOs who are considering implementing an operating system within their own companies. To help me work through these FAQs, I was joined by Alex Hodgkin. In addition to being an entrepreneur and CEO himself, Alex also co-founded the Entrepreneurship Through Acquisition program at the University of Chicago's Booth School of Business. Currently, Alex runs his own business specifically to help small business CEOs implement the Entrepreneurial Operating System.

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.

Pull up your chair. Grab your notebook.In this week's episode of the Multifamily Collective, I sit down with Kelly Segretto, founder of K. Segretto Consulting. If you're in the trenches of multifamily leadership, managing private portfolios, or aiming to scale your organization—this one's for you.Kelly brings the heat on clarity, structure, and systems—the often-overlooked trifecta that makes the difference between staying stuck and scaling smart.We unpack the Entrepreneurial Operating System (EOS)—what works, what doesn't, and what most leaders overlook. We talk about people, process, and the emotional undertow of organizational change.Kelly doesn't offer quick fixes. She builds enduring frameworks—rooted in discipline, accountability, and repeatable routines.And if you've ever felt like your organization's got horsepower but no traction, you'll want to hear how Kelly puts the rubber to the road.Plus, a little personal flair—Kelly's based in the stunning state of Utah, with its mountains, movement, and momentum, just like her mindset.Grab your favorite beverage.Pen in hand.Be present. This is your field guide for scaling leadership in the modern multifamily era.Like. Subscribe. Share.Help us spread the Multifamily Movement.

Welcome back to the Ultimate Guide to Partnering® Podcast. AI agents are your next customers. Subscribe to our Newsletter: https://theultimatepartner.com/ebook-subscribe/ Check Out UPX:https://theultimatepartner.com/experience/ In this episode, Vince Menzione sits down with SHI leaders Joseph Bellian and Stefanie Dunn, alongside Microsoft's Marcus Jewett, to dissect SHI's massive evolution from a traditional Large Account Reseller (LAR) to a strategic Global Systems Integrator (GSI). They explore the cultural and operational shifts required to move from a transaction-heavy model to a services-led approach, highlighting their alignment with Microsoft's MSEM methodology, the implementation of the Entrepreneurial Operating System (EOS), and their cutting-edge work with AI Labs and Agentic AI. Key Takeaways SHI has evolved from a transactional powerhouse into a Global Systems Integrator (GSI) focused on services and outcomes. The organization implemented the Entrepreneurial Operating System (EOS) to align vision, people, and data across sales and delivery. SHI serves as “Customer Zero” for Microsoft AI, implementing Copilot internally to better guide customers. The partnership mirrors Microsoft's MSEM methodology to ensure seamless co-selling and customer success lifecycles. SHI's AI Labs in New Jersey provides a secure environment for clients to build and test custom AI solutions. The shift requires moving from a “Hulk” (strength/sales) mindset to a “Tony Stark” (brainpower/strategy) mindset. Key Tags: SHI International, global systems integrator, Microsoft services, Joseph Bellian, Stefanie Dunn, Marcus Jewett, AI labs, agentic AI, MSEM methodology, entrepreneurial operating system, digital transformation, customer zero, copilot implementation, solution provider, cloud migration, data governance, services led growth. Ultimate Partner is the independent community for technology leaders navigating the tectonic shifts in cloud, AI, marketplaces, and co-selling. Through live events, UPX membership, advisory, and the Ultimate Guide to Partnering® podcast, we help organizations align with hyperscalers, accelerate growth, and achieve their greatest results through successful partnering. Transcript:Transcript: Joseph Bellian – Stefanie Dunn – Marcus Jewett WORKFILE AUDIO [00:00:00] Vince Menzione: We’ve got it. So it is interesting how these sessions kind of follow each other. Hopefully you’re seeing kind of a flow from marketplaces and the conversation about how to be a really great ISV to how an ISV took and built a channel strategy and how they integrated alliances and channels together. [00:00:16] Vince Menzione: Well, we have an, we have another really great example here to talk through. I have this, uh, incredible like background. Like I’m a hundred years old, basically. I don’t even want to tell anybody that. But, uh, I got to work with this organization way back in my days at Microsoft. They are, they were and are one of the top, I’ll call them, they were classically a reseller company. [00:00:40] Vince Menzione: They one of the largest, we call ’em large account resellers back in the day. Uh, their leader built a multi-billion dollar organization. I’m gonna let them talk through who they are today, but we have an opportunity to talk about transformation. From that lens now too, like how does an organization that’s really good at doing one thing evolve, transform and take advantage of these tectonic shifts we’re seeing? [00:01:03] Vince Menzione: So, uh, we’ve got some incredible leaders. I’m gonna have them come up on stage. And everybody introduced themselves from SHI and also from Microsoft. And we’re gonna have a really great conversation today. Great to have you. [00:01:26] Vince Menzione: So I’m gonna let, I’m gonna let you guys introduce yourselves because, uh, everybody knows you as DJ Marco Polo. So we’re gonna, we’ll start with you over in the far end, Marcus. Okay. Vince, I, [00:01:36] Marcus Jewett: I’ll try to be shy. [00:01:37] Vince Menzione: No, [00:01:37] Marcus Jewett: uh, hi everyone, my name is Marcus Jut, I am the Global Partner Development Manager for the SHI partnership. [00:01:43] Marcus Jewett: Uh, I have been overseeing this partnership for just under 12 years. Wow. So I have seen the evolutional journey of this partner and really proud of where they, uh, have matured their business and the partnership with Microsoft. [00:01:57] Stefanie Dunn: Thank you. Oh. [00:01:58] Marcus Jewett: Is there, is yours on? Oh, [00:02:00] Vince Menzione: mines [00:02:00] Stefanie Dunn: on. Hi, I am Stephanie Dunn, a director of Microsoft Services at SHI. [00:02:07] Stefanie Dunn: And it is an, it’s a pleasure to be here. It’s a pleasure to have Marcus as our PDM and, uh, Joe and Vince, uh, very, very happy to be here. Um, and I lead our Microsoft Services sales, uh, area. So across, uh, cloud AI business transformation and, uh. And, uh, data and ai. [00:02:28] Joseph Bellian: Great, great to have you, Stephanie. Thank you. [00:02:30] Joseph Bellian: Joe. Joe Bellion. I’m the VP of Microsoft Alliances and programs. Uh, I’ve been here at SHI for about eight months now, but been in and around the partner ecosystem for about a decade. Uh, I think of my organization of like kind of two aspects. So leading the charge around alliances, aligning our field sellers and specialists with Microsoft, as well as the, the programs backend incentives and operations. [00:02:51] Joseph Bellian: But, um, the real focus is driving the go to market strategy here at SHI. [00:02:55] Vince Menzione: Yeah. So great. So I started to allude to this earlier about like traditional, one of the top three or four companies actually. And we used to use the term, uh, LSP back in the day, or lar, we’ve got several iterations. Microsoft’s gone through several iterations of that name. [00:03:11] Vince Menzione: Marcus knows all of them probably by heart. Tell us what was the impetus to change the organization? Become more like a ser, a services led company as opposed to a transaction led organization? [00:03:21] Joseph Bellian: Yeah, absolutely. Throw one more acronym. SSP. SSP, that was another one. So, uh, solution provider. Um, but, uh, yeah, I, I’d say probably a couple things. [00:03:29] Joseph Bellian: Um, one, the big one, no news to anybody in the room and online as well. The shift with EAs, director of Microsoft, as well as, uh, the whole CSP hero motion. So we do recognize that opportunity, uh, to have services attached, to engage with our clients as well as our joint partnerships with Microsoft, uh, with services out in the field. [00:03:48] Joseph Bellian: Uh, the second one, probably the biggest one is our clients. Hearing out our clients that shift. Um, we’re talking about ai, ai, everything, AI services. Uh, we’re now in the whole era of agentic ai. What does that mean? How do you take advantage of those offerings? And so we recognize that, that our clients are spending millions of dollars with the Microsoft products, but how do you take advantage of that investment and maximize it in their environment? [00:04:13] Joseph Bellian: And so having services to help navigate those complex solutions, that’s where we’re, we’re leaning in. [00:04:18] Vince Menzione: So what did it take to change? Transformation doesn’t come easy. There’s mindset. There’s all these cultural changes that need to happen. From your perspective, both of your perspectives, what did it take internally for this change to happen? [00:04:31] Joseph Bellian: Yeah. Um, so if you, if you heard of the entrepreneurial operating system EOS Yes. And we’ve adopted that internally. Um, if you’re not familiar, it kind of comprises of six components. So vision, people, data, um, process. Issues and, um, uh, traction. So I apologize, that’s, uh, but take, take that model and put it into our business of what we did. [00:04:57] Joseph Bellian: Um, so two kind of twofold. One, moving our entire services practice organization under one, one operating rhythm, um, under Jordan Ello, our CTO. So pre-sales and delivery. So looking at that, the how we go to market with our services, single vision. Uh, single process. So it’s consistent as we’re engaging not only through our partners, but through our clients, but then also on the other side of the house, our Microsoft practice, having all of our resources under one roof so that it’s a single way we go to market. [00:05:28] Joseph Bellian: Aligning our go to market strategy, one-to-one with Microsoft. Why it, it does two things. One, it allows us to be very clear of how we are going to market to our clients, but it allows us to partner even better with our Microsoft counterparts. Yeah, when, when Microsoft, it’s always ever changing. You’re familiar, every six months to a year solution plays and the go-to-market strategy changes, uh, we’re there at the forefront in ensuring that we have our solutions mapped a hundred percent so that we can just co-sell together. [00:05:58] Joseph Bellian: Break down those walls. Let’s do more together. [00:06:00] Vince Menzione: And, uh, geographically you were sep, your teams were separated. You have a big operation in Texas. You also have a big New Jersey operation, which was where the company was founded, in fact. So I’d love to get the perspective on this, Marcus. From your perspective, like what did it do, what was it like before and what did it become? [00:06:17] Marcus Jewett: Oh yeah, let’s go back in the way back machine to 12 years ago. Um, it was a different partner, a different operating model, uh, in those early days. And this is really when we started to move customers from on-premises to more cloud-based subscription technologies. Uh, SHI was always just an incredible selling machine. [00:06:36] Marcus Jewett: If they could not do anything, they could always sell. And for any of you who are familiar with the Marvel movies, um. I, I, I, I use a reference internally with them. SHI was always like the Hulk root for strength. You know, you tell ’em to go sell something, Hulk Smash, they can knock that out. Well, as we really needed these partners to evolve and really help our customers with their technologies, whether it’s driving adoption, monthly active usage, consumption. [00:07:02] Marcus Jewett: We needed them to be more like Tony Stark, right? We needed the brain power, and so over the last, let’s call it five or six years, SHI has continued to invest in their Microsoft practice. They went from an organization that was really focused on management of EA acquisition of new Microsoft logo. To continuing to develop that muscle, but also investing in ways to help customers through their managed services, through their professional services. [00:07:28] Marcus Jewett: And it’s been a, a journey. Right? SHI is a large organization. For a long time they were Microsoft’s largest partner. And from a transactional build revenue perspective, and they still are in many ways, but we really needed them to demonstrate that they could help our, their customers, our shared customers take full advantage of all of the entitlements and the technology they, that they’ve purchased from us. [00:07:50] Marcus Jewett: And that’s really where the evolution has been with SHI when I first started, uh, this is like, God, 12 years ago, there were 20 people that were Microsoft centric resources that really were focused on. Customer acquisition and net new logos. And today that organization from a sales perspective is over 150 sellers. [00:08:09] Marcus Jewett: Wow. That are just focused on Microsoft. So that CSP, they, they fill the top of the funnel for services to help drive program utilization. And that’s not even talking about the dedicated services resources that works under Stephanie. So it’s been. An incredible journey. Microsoft has invested in SHI and in turn, SHI has invested into Microsoft. [00:08:31] Marcus Jewett: They’ve basically taken their approach in terms of how they go to market with Microsoft, and they’ve mirrored that almost like how Joe and I are wearing the same jacket. That’s really how they’ve aligned their, their go to market strategy, really making it a mirror where they take it. They’ve taken our Microsoft M methodology. [00:08:50] Marcus Jewett: And they’ve essentially adopted it and made it their own. So now when our sellers are talking with SHI sellers, they’re speaking the same language. [00:08:58] Vince Menzione: You’re teeing it up beautifully for your conversation with Stephanie here. Stephanie, I want to hear like how you’ve done all those things. ’cause it’s really your organization that’s focused on this, right? [00:09:06] Stefanie Dunn: Yeah, absolutely. So for us it’s all about shared outcomes. It we’re listening to the. Customer. We’re listening to Microsoft and we’ve really taken that to heart. Uh, the customer is at the center of every single thing that we do. I know all of us as partners. That’s really our vision, likely, and the reason why we’re here is our customers. [00:09:26] Stefanie Dunn: But really understanding how to take advantage of that partnership and build something incredible. And it is transformative. Uh, you know, we started as a licensing powerhouse, as Marcus alluded to, and now we’re going deep into services. So we’re aligning to co-sell motions. We’re aligning to the, the industries. [00:09:46] Stefanie Dunn: Uh, we’re creating marketplace offers. We’ve got our programs, uh, tied to all of our services offerings. And so when we look at the broader ecosystem, we see the vision of Microsoft. Uh, we’ve hired the right people, we’ve put the right processes into place, and we have the technology expertise in-house to really share. [00:10:08] Stefanie Dunn: In the journey with our customers and leading them. [00:10:11] Vince Menzione: And you know, you talk about like solution plays. You talked about industry. People don’t always recognize this when you talk to Microsoft sellers. They’re very focused on the industry they’re in, and you have to have those conversations that, this came up earlier, but we never got into this. [00:10:25] Vince Menzione: But you’re aligning your solution plays, you’re aligning your conversations to be very like healthcare and education, all those different markets, right? [00:10:32] Stefanie Dunn: We are. We are, which is very new for SHI in the services industry, and so you know, we’re taking our CSP plays. Um, our licensing plays and really saying, well, what can you do with that? [00:10:43] Stefanie Dunn: Right. You know, how can we advise you? And then we, we dig into the actual industry verticals to, to get tactical with them. You know, it’s, it’s about providing the strategy. It’s about providing the extra hands. They all need extra hands. They, you know, our, our customers need us. As an extension of their team. [00:11:01] Stefanie Dunn: And so for us it’s really important to dig into that and, and be, and be that, that listening ear and you know, that expert in the room for them, uh, from advisory standpoint. And so all of our se services sellers are advisors as well. They’re not selling a product, they’re not selling, uh, something individual. [00:11:19] Stefanie Dunn: We are selling to. Fill and fulfill their goals and business outcomes, which is extremely unique, I will say, because we do have that end to end. So it does start with the licensing. It starts with assessing what you really have, meeting with those advisors, and then putting together a roadmap to help them. [00:11:37] Stefanie Dunn: Understand. Okay, well this is what it’s gonna take to get you here. Here’s our, uh, we love reverse timelines at SHI and so, um, it’s d minus din and so this is where you wanna go and this is when you wanna get there. So this is how we’re gonna help you, uh, along that roadmap. [00:11:53] Vince Menzione: I am gonna put you on the spot here with m Sem. [00:11:55] Vince Menzione: ’cause I think Microsoft finally laid out a process a couple years ago for you to like line up to, ’cause you were doing one piece of it before. Do you want to talk about m how em plays in here and how SHI is leveraging it? [00:12:07] Marcus Jewett: Right. So, uh, across our SEM stages, there are five different stages, and this is the customer journey from these, you know, pre-sales, scoping, uh, engagements with customers all the way through delivery. [00:12:19] Marcus Jewett: And then of course, like that customer success lifecycle and managed services. Again, this was not a language or a way that SHI really approached their business. Again, it was very much like, let’s. Get the customer to purchase on an EA or let’s renew the customer. And then once that cycle was complete, then it, it was almost like adding fries. [00:12:38] Marcus Jewett: Would you like some services with your ea? Right. And, uh, it took a, it took a while, right? Some very, uh, difficult conversations, but we were able to find, finally get the right people in the room to make the right investments. And now when you think about how SHI goes to market, they don’t necessarily leverage the term SEM internally, but. [00:12:59] Marcus Jewett: All of their customer methodologies or their sales methodologies in terms of how they service their customers aligns perfectly. Even when we get into the descriptive part of building out our, uh, partner business plan, we did that across every stage of the M SEM methodology. So that we can ensure that the teams at SHI are in perfect alignment with the teams at Microsoft. [00:13:20] Marcus Jewett: So, uh, I’m, I’m really excited about how we’ve been able to mature the practice and how SHI is now 100% aligned with Microsoft across all of our solution areas, whether it’s. Security, you know, cloud and infrastructure or AI business solutions. There’s a very mirrored approach to how we support customers. [00:13:39] Marcus Jewett: Yeah. I want [00:13:40] Vince Menzione: to double click on the AI component. You know, we were up here earlier, Irwin and I were up here talking about being a frontier firm, and I’ll open it up to all, all of you to individually answer this. I know, Marcus, you have some insights here about the ai. You mentioned AI already. But also to Stephanie and Joe about how you’re taking AI and modern work and workplace and, and, and, and addressing this market specifically. [00:14:07] Vince Menzione: Where, where, where do we wanna start there? [00:14:09] Joseph Bellian: Yeah. One big one. Um, if you’re not familiar, we have ai, an AI labs, um, onsite, uh, lab, and based out of Jersey, one of our headquarters. So on the forefront of the AI technology, but the real focus there is being able to meet with our clients and obviously joint partnerships, um, to build and develop solutions safe, um, offline in a safe, secure environment. [00:14:33] Joseph Bellian: Because let’s be honest, I mean, ai, it’s moving fast and, and we, we, we need to ensure that our data’s secure. Um, and there’s a lot of risk out there. And so we are partnering, um, um, out there with Nvidia and other other providers, um, but specifically with Microsoft in the cloud, um, and securing that environment. [00:14:51] Joseph Bellian: So AI Labs, bringing our clients in, building custom solutions, the area of a jet AI’s here. It’s [00:14:57] Vince Menzione: there. It is here. Yeah, it is here, Stephanie. [00:15:00] Stefanie Dunn: Thank you. Yes, and I’ll just add, uh, for, for our customers, they need to make sure that their foundation is right. You know, they’re coming from maybe all different other clouds. [00:15:09] Stefanie Dunn: They’ve, you know, got multi-tenant really understanding what their structure looks like, and then. Creating that secure foundation. So we’ve got a lot, you know, we do a lot around, uh, just full M 365 migrations and then into understanding the identity and the security baseline under that, making sure that that’s correct. [00:15:29] Stefanie Dunn: And then we can start journeying into some of these other conversations. Data governance, data engineering, uh, all that is extremely important. We have an entire dedicated team, uh, within services sales. Pre-sales with essays or solution architects and delivery, uh, as well as just the project management. [00:15:48] Stefanie Dunn: And, and it’s just this full life cycle to understand where are you and we need to make sure that, that your structure’s built correctly or else it’s never gonna succeed. So a little bit, we take it back to the foundation level, I’ll just say from a customer, uh, engagement perspective to make sure that what they wanna do, they can do securely. [00:16:06] Marcus Jewett: Very cool. I, I’d like to add one other piece there. Um, you know, obviously to Joe’s point earlier, like if anyone says they know exactly what the AI journey will look like for most customers in six months, they’re probably not telling you the truth. Right? This is, we’re, we’re building the plane in the air. [00:16:22] Marcus Jewett: But, uh, one thing Microsoft has really built a foundation on is looking at our partners. And the ones who have adopted AI internally, especially Microsoft Technologies, and we call it Customer zero, right? Ensuring working with partners who have invested in their internal usage of Microsoft AI technology. [00:16:41] Marcus Jewett: So it’s all the various flavors of copilot. Rolling it out and implementing it across their organizations and building their own internal use cases, which they can go in turn and use to go help drive successful engagements with their end customers. So SHI has also been one of our, uh, brightest partners when it comes to that customer Zero journey. [00:17:01] Marcus Jewett: Uh, and it’s something I’m very, very proud of to see. Uh, we’re leveraging the, the use cases and the learnings our SHI is to really go out there and help customers navigate through their own. Uh, complexities of their AI journey as well. So, uh, my kudos to SHI as customer. Zero. Very proud of you and opera feels great. [00:17:20] Marcus Jewett: And you’re [00:17:20] Vince Menzione: providing support engineering, organ organization that supports this function? [00:17:24] Marcus Jewett: Oh, absolutely. As a globally managed partner, I mean, we’re, we’re gonna always be there to help our partners through the journey, right? So whether they need internal readiness or technical support, uh, whether it’s workshops, however we can help the partners best. [00:17:38] Marcus Jewett: Uh, position and posture themselves to go help customers with these, uh, AI engagements. Uh, we’re, we’re there to invest. Uh, we’ve invested in SHI for the last several years across, uh, ai, and we will continue to do so. [00:17:52] Vince Menzione: So what’s the message for the partner community, Joe, that, that, like, how should they perceive you? [00:17:57] Vince Menzione: How should they think about you? Should they, how should they think about engaging with you? Okay. [00:18:02] Joseph Bellian: Yeah, so I mean, obviously we’re an SSP, we’re never gonna, we’re never gonna, um, lose that, that accreditation with Microsoft. But the, the real focus of what we wanna be recognized as A-G-S-I-A global systems integrator, um, being able to engage our clients jointly, co-selling together and meeting them where they’re at across their digital journey. [00:18:21] Joseph Bellian: Uh, we have the capabilities to handle their licensing and understanding the complex matrix in their environment, their IT infrastructure. But being able to have a solution for every part of the journey of where they’re at, because every client’s in a different situation. Yeah. So, so in reality, it’s A-G-S-I-A global systems integrator, being able to engage across their journey. [00:18:42] Vince Menzione: So that’s a, did everybody hear that? ’cause I, I heard that for the first time. That’s a very different perception of the, of the previous organization and getting there. Uh, and you also, I remember this from the transactional side of the business. You were at the very type, at the top of the pyramid, right? [00:18:56] Vince Menzione: Yeah. You handled some of the largest corporations in the, in the world. Yeah. And you know companies as well as organizations like government, governmental organizations across different markets as well. [00:19:07] Joseph Bellian: Yep. A hundred percent. [00:19:08] Vince Menzione: Yeah. So GS. Yeah. [00:19:11] Marcus Jewett: And it’s really important to, for SHI to, to develop that GSI muscle. [00:19:15] Marcus Jewett: Uh, you mentioned at the beginning, Joe, that Microsoft, uh, we have various routes to market. Uh, one of those routes to market, uh, especially in the enterprise space or in our strategic space, is for customers to procure direct. Uh, SHI has longstanding relationships with those customers, and as these customers renew their agreements into a direct model with Microsoft, the way they stay engaged and add value to these prop, uh, to these customers is through their services, their professional services, their managed services. [00:19:42] Marcus Jewett: So going back to Joe’s Point around really defining themselves as a, uh, A GSI, that is also an SSP has been paramount to their overall transformational journey and their overall success. [00:19:55] Vince Menzione: And you also work, so I would assume you work with some of the ISVs in the room too. Yeah, I would think there’s some really great relationships or synergies. [00:20:01] Vince Menzione: Is that, is that an area of muscle you’ve been building out or, yeah, it’s battle, it’s an opportunity. [00:20:06] Joseph Bellian: I mean, I, I believe you have a segment coming up as well on it, um, around NPO. Um, and so there’s a, there’s a play in every motion from services, play services attached through ISVs, your SaaS offers. Um, we do recognize that that’s an opportunity. [00:20:18] Joseph Bellian: Uh, we’re having great success when you look at the marketplace, um, through the multi private party offers. Um, it allows us to expand our footprint and take, uh, take advantage of those relationships and co-sell together. So, absolutely. Wow. [00:20:30] Vince Menzione: Very cool. So you’re gonna be around most of the day today? Yes. I hope. [00:20:34] Vince Menzione: Mm-hmm. So for the partners that are in the room, I think that great conversations with both of you, Stephanie and Joe, and, uh, great conversation. Is there anything else we wanna share with everyone? [00:20:46] Marcus Jewett: Uh, no. It’s just, I would, I would leave you all with the fact that, again, uh, for every partner. Uh, make certain that you, you’re finding a way to differentiate yourself and tell your story. [00:20:57] Marcus Jewett: Uh, you may be doing some amazing work, uh, but if you’re not finding ways to, to tell that story and make certain your customers, and for me, Microsoft, make certain that, that the Microsoft teams you’re working with have very clear understanding of what your capabilities are today, then you may be missing the mark. [00:21:13] Marcus Jewett: I, I, I use this analogy all the time. Uh, the largest retailer on the planet. Who is it? Come on, help me out. I’m sorry. Largest retailer. Box Box. Walmart. Walmart, that’s right. You can turn on a television on any given day and you will still see a Walmart commercial. So yes, tell your story. Yes, very [00:21:34] Joseph Bellian: smart move. [00:21:34] Joseph Bellian: And one more, um, I just wanna make sure I land out there, is the success and where we go from here. Um, it’s this right here in the room. Um, us partnering together, bringing the partner ecosystem together. Um, in reality, we’re not competing together. We should be collaborating together and working together, um, in our client’s joint environments. [00:21:52] Joseph Bellian: Microsoft says it well, it’s that one Microsoft story. It’s that better together story and the more we can work together, the more success we’ll have together. [00:22:00] Vince Menzione: Awesome. I want to thank you so much for your sponsorship and for being here. Uh, big news here, I think it should be like on the front page of the partner ecosystem journal that you’re now, you’re now GSII think that that says quite, that says volumes to, to the community out there. [00:22:15] Joseph Bellian: Yeah. [00:22:15] Vince Menzione: Thank you. [00:22:15] Joseph Bellian: Absolutely. [00:22:16] Vince Menzione: Yeah. Thank you. Thank you both for joining us. So great to have you both. Thank you. Thank you, Marcus, to have you as well. Thank you. Thank you, Jeff. Thank you very much Stephanie. So great. So great to spend time with you. Thank you. And this.

Chris Hallberg is a Military Veteran and a self-described "Business Sergeant." Chris helps entrepreneurs shift their business attitudes toward a more militaristic mindset. In this pod Chris explains the "Silver Bullet" of EOS (Entrepreneurial Operating System).    Along the way we discuss – Born a Sergeant (8:00), Talking Truth (10:30), Entrepreneurial Operating System – EOS (14:00), Success Stories (33:30), AI Adoption (36:45) and Blending (44:00). Supercharge your Business Operating System @ GoExpand Want Military grade results without the pushups? Check out Hallberg's website @ Business Sergeant   Grab a copy of Chris' Field Manual @ Biz Sergeant Field Manual This podcast is partnered with LukeLeaders1248, a nonprofit that provides scholarships for the children of military Veterans. Send a donation, large or small, through PayPal @LukeLeaders1248; Venmo @LukeLeaders1248; or our website @ www.lukeleaders1248.com. You can also donate your used vehicle @ this hyperlink – CARS donation to LL1248.  Music intro and outro from the creative brilliance of Kenny Kilgore. Lowriders and Beautiful Rainy Day.

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.

The "Business Sergeant": Leadership Expert, Military Veteran, And Serial EntrepreneurReady to move past chaos and achieve scalable growth? Today, we dive deep into the Entrepreneurial Operating System (EOS), the powerful framework and toolkit helping leadership teams gain crystal-clear vision, drive disciplined execution, and build healthier, more engaged workplaces. Host JR Lowry sits down with Chris Hallberg—a seasoned EOS implementer who has worked with over 100 organizations, achieving astonishing 90% employee engagement rates and numerous "Best Places to Work" awards—to unpack the six key components of EOS. We'll explore everything from getting the right people in the right seats to leveraging Chris's latest venture: an AI-driven EOS platform, GoExpand, that turbocharges performance and accountability. If you're a founder or executive looking to break through a growth ceiling, tune in to learn how to inject military-grade focus and discipline into your company's DNA.Check out the full series of “Career Sessions, Career Lessons” podcasts here or visit pathwise.io/podcast/. A full written transcript of this episode is also available at https://pathwise.io/podcasts/chris-hallberg/.Become a PathWise member today! Join at https://pathwise.io/join-now/

In this episode of the Balancing Act Podcast, Andy speaks with Chris Hallberg, founder of GoExpand and an expert in the Entrepreneurial Operating System (EOS). They discuss the importance of entrepreneurship, the role of peer groups in career acceleration, and the fundamentals of EOS as a business operating system.  Chris shares insights on leadership, accountability, and the significance of commitment within teams. He also introduces GoExpand, an AI-powered tool designed to enhance business operations and team engagement. Chris shares his philosophy as the 'Business Sergeant,' highlighting the significance of teamwork and effective communication in achieving business success.  Tune into episode 222 to hear Chris's story, his career rocket-booster moment, and his thoughts on EOS implementation and entrepreneurship. andrewtemte.com

Chris walks us through his early life briefly and then dives deep into his coaching business and the Entrepreneurial Operating System used for coaching elite-level companies and teams. Getting his foundation and early structure in the National Guard as a Military Police officer, and then later in civilian law enforcement, Chris can blend the business world and the blunt style of the military and corrections to achieve a desired goal or end state.

On today's episode of the Jered Williams show, Je red interviews Don Hildebrand, the owner of Plumb Smart Plumbing and Drain in Asheville, North Carolina. Don shares the story of how he started his plumbing business in 2008 during the recession, the challenges he faced in finding and retaining skilled technicians, and the strategies he has implemented to drive the company's growth, including rebranding, developing comprehensive processes and procedures, and adopting the Entrepreneurial Operating System (EOS) framework. Don also discusses his plans to expand into HVAC and septic services to diversify the business and address staffing concerns, highlighting the importance of creating a positive, empowering culture to attract and retain top talent.

In this week's episode of Better Business, Better Life, Debra Chantry-Taylor dives deep into the Issues Solving Track (IDS), a core component of the Entrepreneurial Operating System (EOS). She explains how spending 80-85% of your problem-solving time on identifying the right issue can lead to better solutions, faster results, and a more efficient team. She walks you through the three-step IDS process: Identify, Discuss, and Solve, emphasising the power of asking the right clarifying questions, like the Five Whys, to uncover root causes. She also introduces the concept of the Issue Champion, the person who drives the issue-solving process forward, ensuring the issue gets the attention it needs. Debra also shares real-world examples and practical tips for using IDS effectively, so you can tackle your business problems like a pro. If you're struggling with recurring issues in your business, this episode will help you break them down and come up with actionable solutions. Tune in to learn how mastering IDS can lead to more sustainable business growth and smoother team dynamics!   CONNECT WITH DEBRA:         ___________________________________________         ►Debra Chantry-Taylor is a Certified EOS Implementer | Entrepreneurial Leadership & Business Coach | Business Owner ►Connect with Debra: ⁠debra@businessaction.com.au ⁠ ►See how she can help you: https://businessaction.co.nz/ ►Claim Your Free E-Book:  https://www.businessaction.co.nz/free-e-book/ ___________________________________________         FREE RESOURCES: IDS - Getting Clear on the Issue: https://bbbl.pub/IDS    Episode 247 Chapters:    00:00 – Introduction 00:36 – Understanding the Issues Solving Track (IDS)   03:49 – The Importance of Proper Identification   05:30 – The Role of the Issue Champion   06:15 – Clarifying Questions in the Identify Step   09:16 – The Discuss and Solve Steps   12:16 – The Five Whys Technique   13:48 – Real-World Examples of IDS in Action   15:14 – Recap and Challenge

Vin, Zach, and DCG colleague Mike Mitchell are joined by Dan Yates, CEO and Co-Founder of Endeavor Bank located in Southern California. Dan shares lessons learned from training programs early on in his career and how he parlayed that education into the formation of two de novo banks. He speaks about Endeavor Bank's focus on "Consultative Banking," and how the bank's partnership with small- and medium-sized businesses is mutually beneficial. He also discusses Endeavor Bank's adherence to the Entrepreneurial Operating System (EOS) and how that framework permeates through all facets of the organization. Lastly, and perhaps most importantly, Dan talks about leaving a lasting legacy in his communities and filling the void left by larger bank consolidations.For more insights and ideas, visit DCG at DarlingConsulting.com or follow us on LinkedIn.

Pranav Dalal is the visionary Founder and CEO of Office Beacon, a global outsourcing powerhouse with over 5,500 employees. Launching the business in 2000 after the dot-com crash, Pranav has expanded operations from India to the Philippines, Mexico, and South Africa, providing over 150 different services to clients worldwide. As a single father, he is actively building a multi-generational family business, with his children joining the ranks to learn the industry from the ground up. Pranav is also a forward-thinker who leverages unique partnerships with the NFL and SoFi Stadium to drive business growth.SHOW SUMMARYIn this episode, host Jonathan Goldhill sits down with Pranav Dalal to discuss his 25-year journey of building a truly global enterprise. Pranav shares the origin story of shifting from the tech sector to B2B services and how he strategically scaled Office Beacon across multiple continents. We explore how he balances running a massive remote organization using systems like EOS and the "generational compact" he has established with his children. Pranav also offers fascinating insights into his unique sports marketing partnerships, his aggressive adoption of AI to disrupt his own business model, and the ancestral values that guide his leadership.KEY TAKEAWAYSThe Generational Compact: Pranav built Office Beacon with the specific intent of creating a multi-generational legacy. His children joined the business not through nepotism, but by starting at entry-level positions to learn humility and hard work.Scaling with EOS: Managing 5,500 employees remotely requires discipline. Pranav utilizes the Entrepreneurial Operating System (EOS) five levels deep to ensure core values and goals are cascaded effectively across global teams.Innovative Partnerships: Moving beyond traditional marketing, Office Beacon holds exclusive partnerships with SoFi Stadium and the NFL Alumni Association, using stadium suites for daily business networking rather than just game-day entertainment.Disrupt or Be Disrupted: Pranav views himself as the "Chief Disruption Officer." He is heavily investing in AI education and implementation for 2026, believing that if he doesn't disrupt his own business model, a competitor will.Trust But Verify: A core leadership lesson Pranav instills in his children and team is the concept of "trust but verify"—maintaining faith in people while ensuring details and execution are validated to prevent costly mistakes.Ancestral DNA: Pranav reconnected with his heritage, discovering that his surname "Dalal" means "broker" in Persian/Hindi, which reinforced his belief that business and entrepreneurship are embedded in his family's DNA.QUOTES"My whole goal was to create a multi-generational family business.""If we're not disrupting ourselves, someone's going to disrupt you.""I realized that it was a very doable thing... that there are these family legacies out there in business that go back hundreds of years.""They fail, feel a sense of ownership even though I'm the owner... their mindset of being accountable is incredible.""I'm in the people business, and I should be the first one to say, 'Wow, I'm scared of AI,' but I'm embracing it a thousand percent."Connect and learn more about Pranav Dalal and Office Beacon: Pranav Dalal's LinkedIn: https://www.linkedin.com/in/pranavdalal/Office Beacon Website: https://www.officebeacon.com/  Email for inquiries: sales@officebeacon.comIf 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 Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Running a business on sticky notes, late nights, and last-minute decisions? I've been there. In this episode of Rocky Mountain Marketing, I sit down once again with my operational other half and COO, Shawn Quintero, to share the behind-the-scenes journey of turning Next Step Social & Podcasting from a founder-dependent business into a scalable, framework-driven company.We get real about what it takes to stop doing it all and start leading intentionally. From the CEO-COO relationship, to daily huddles, GWC evaluations, and how we use the Entrepreneurial Operating System (EOS) to guide every move—we're pulling back the curtain on the systems and rhythms that power sustainable growth.Whether you're a solopreneur with a team or a visionary ready to scale, this episode is your blueprint.In this episode, we discuss:The turning point when we shifted from solopreneurship to a true business modelHow hiring for growth (not relief) changes everythingWhat it really means to become a CEO vs. just being a founderWhy EOS became our growth frameworkHow we run our business with vision, data, and process clarityDaily huddle structure that keeps our team aligned and efficientChapters:00:00:00 Introduction to Business Scaling00:00:00 Introduction to Business Scaling00:03:00 Transitioning from Solopreneurship00:06:00 Strategic Hiring and Systematization 00:09:00 Understanding EOS and Its Components00:12:00 Building a Strong Business Partnership00:15:00 The Role of Vision and Delegation00:18:00 Implementing Daily Huddles and GWC Test00:21:00 The Importance of Complementary Skills00:24:00 Maintaining Alignment and Communication00:27:00 Scaling with Structure and Systems00:30:00 Conclusion and Call to ActionVisit Shawn Quintero online:LinkedIn: https://www.linkedin.com/in/heyshawnq/Facebook: https://www.facebook.com/HeyShawnQ/Learn more about Katie and Next Step Social & Podcasting:Speaking: https://katiebrinkley.com/Website: https://yournextstep.agency/Linkedin: https://www.linkedin.com/in/katiebrinkleyYouTube: https://www.youtube.com/channel/@rockymountainmarketingInstagram: https://www.instagram.com/iamkatiebrinkley/ Hosted on Acast. See acast.com/privacy for more information.

How do you transform a good company into a great one? We talk to Chris Hallberg, the Business Sergeant, who blends military discipline with modern strategy. As an Army National Guard veteran, serial entrepreneur, and scaling coach, Chris shares his no-nonsense approach to rapid growth. Listen in to learn the critical need for an Entrepreneurial Operating System (EOS), how to get the "right people in the right seats," the mindset shift required for leadership, and how he utilizes AI tools.  Episode Resources: The Business Sergeant GoExpand   About Our Guest 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 list of Top 50 Leadership & Management Experts, Chris blends battlefield-tested discipline with business strategy to help leaders scale with confidence. He has coached over 100 organizations to achieve breakthrough results, from billion-dollar contractors to national franchises, and is the co-creator of an AI-driven EOS platform guiding teams to 30%+ profitability. With his no-nonsense style, Chris simplifies complex challenges, strengthens culture, and empowers leaders to win. 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.

In this week's episode of Better Business, Better Life, host Debra Chantry-Taylor is joined by Beth Fahey, a former filmmaker turned bakery owner who grew her business from two to 32 employees before discovering the power of the Entrepreneurial Operating System (EOS). Beth shares how tools like the Accountability Chart and Level 10 Meetings transformed her team's communication, culture, and focus, and how she now helps other business leaders achieve the same results as a professional EOS Implementer. Together, she and Debra explore what it really takes to create strong leadership, foster accountability, and maintain alignment as a company scales. They also chat about Beth's upcoming book on EOS rollout, her inspiring podcast Bad Boss Confessional, and the importance of self-care and vulnerability in leadership.Whether you're a seasoned leader or just starting your EOS journey, this episode is packed with relatable insights and practical tools to help you lead with clarity, courage, and compassion. CONNECT WITH DEBRA:         ___________________________________________         ►Debra Chantry-Taylor is a Certified EOS Implementer | Entrepreneurial Leadership & Business Coach | Business Owner ►Connect with Debra: ⁠debra@businessaction.com.au ⁠ ►See how she can help you: https://businessaction.co.nz/ ►Claim Your Free E-Book: https://www.businessaction.co.nz/free-e-book/ ____________________________________________         GUEST DETAILS: ► Beth Fahey – LinkedIn: https://www.linkedin.com/in/bethfahey/ ► Beth Fahey – Website: https://www.bethfahey.com/ ► Beth Fahey – EOS Worldwide: https://implementer.eosworldwide.com/beth-fahey/ ► Bad Boss Confessional Podcast: https://open.spotify.com/show/07WsPdrtQt3h69PPdL2GXB?si=9980d86bf5c94556 Episode 246 Chapters:    00:00 – Introduction 01:08 – Leadership and Accountability in Business   30:05 – Beth's Career Journey and EOS Implementation   30:16 – The Impact of the Traction Book and EOS Implementation   30:36 – Level 10 Meetings and Team Engagement   32:08 – Rolling Out EOS and Overcoming Resistance   32:21 – The Role of Leadership Teams and Operational Teams   37:40 – Financial Transparency and Team Engagement   43:36 – The Importance of Self-Care for Leaders   44:44 – Beth's Podcast: Bad Boss Confessional   49:39 – Final Thoughts and Contact Information  

"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 15: Guest Bio Rachel Swedburg, Executive Director & Visionary/Integrator, CASA for Kids Barry, Eaton, and Ingham Counties in Michigan. https://www.linkedin.com/in/rachel-swedburg-2aa6a221a/ https://www.linkedin.com/company/casa-for-kids-inc-barry-eaton-ingham/posts/?feedView=all https://www.casaforkidsinc.org/our-staff--board.html https://www.casaforkidsinc.org/about.html In this episode of Getting A Grip, Rachel Swedburg shares the inspired arc of her career—from youth services leadership to spinning into the Executive Director role at CASA for Kids covering Barry, Eaton, and Ingham Counties. She delves into using the Entrepreneurial Operating System (EOS) framework to build organizational clarity, align her team around a shared “Why,” and scale advocacy efforts for foster-care youth in central Michigan. Swedburg also shines a spotlight on how CASA for Kids mobilizes volunteer advocates, partners with local businesses and agencies, and leverages data-driven strategies to give voice to children in the foster system. She underscores that while the mission is deeply personal, the results are measurable: increased permanency rates, stronger community engagement, and sustainable funding models that empower every local partner to play a role. About CASA CASA stands for Court Appointed Special Advocate. Our mission is to provide volunteer advocacy within the court system and the community on behalf of children in the foster care system who have experienced abuse and neglect. We are committed to serving every child we can, regardless of race, background, or identity, because we believe every child deserves a safe, supportive, and permanent home where they can thrive. Our volunteers undergo extensive training on trauma, child development, child welfare, advocacy, DEI, and the court system. Volunteers are matched with a supervisory staff who provides ongoing mentorship and support. They are then sworn in as court officers and intentionally matched with a child or sibling group, whom they meet weekly for the entire court case. Volunteers receive a court order that gives them access to all information pertaining to the child. This is unique to this position, as no other role entrusts volunteers or paid individuals outside of the child welfare system. » 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/

What does a small association need to go independent? And what does it take to transform an association into an entrepreneurial, nimble, and innovative organization?In this episode of Associations Thrive, host Joanna Pineda interviews Addy Kujawa, CEO of the American Alliance of Orthopaedic Executives (AAOE). Addy discusses:How AAOE supports orthopedic and musculoskeletal practice executives, primarily C-suite leaders focused on the business side of practices.The organization's evolution from being managed by AAOS to becoming fully independent, and thereby saving costs, increasing agility, and creating a tight-knit, high-performing staff team.The challenges and logistics of relocating the association from Illinois to Indiana, hiring new staff, and setting up operations from scratch.Why independence was the right decision: complete control, direct board governance, nimbleness, and a culture of ownership.How Addy introduced EOS (Entrepreneurial Operating System) to improve accountability, strategic focus, and communication. They began with a 90-day pilot that transformed into a permanent operating model.The success of EOS in fostering innovation, sunsetting underperforming programs, and promoting team-wide accountability and ownership..A young professionals council that created a resource guide for new orthopedic execs, and a revamped webinar program that grew from 15 to 50 annual events.References:AAOE Website

#295 In this week's episode, Billy sits down with EOS Implementer Meryl Simmons to talk about what happens when your business starts to "grow up"  and how to lead it with more clarity, accountability, and peace of mind. Meryl explains how the Entrepreneurial Operating System (EOS) helps business owners move from chaos to control using a few simple, powerful tools. She shares her analogy of a business growing from a child to a teenager and what it looks like to mature as a leader in each phase. They also dive into: When you know it's time to implement EOS What Traction really means in practice How to use Level 10 meetings and 90-day priorities to build momentum Why the best systems aren't complex but simple and consistent Whether you're leading a gym, coaching business, or small team, this episode will help you think differently about how your business runs day-to-day and what freedom looks like as it grows.

Scale Smarter: Use EOS to Add Another Zero with Rick Benton   When business growth starts to feel like chaos, it's time to add structure. EOS (the Entrepreneurial Operating System) gives you a clear roadmap to align people, processes, and profit — but when you combine it with the right financial systems, that's when the real transformation happens.   In this episode, Rick Benton, EOS Implementer and former multi-state business owner, joins Rocky Lalvani to unpack how EOS helps entrepreneurs simplify, scale, and create freedom. Together, they explore how visionaries can step back from the whirlwind, let go of control, and finally build a business that runs on systems — not stress.   5 Key Lessons from the Conversation:  Let Go of the Vine. Growth starts when you release control. EOS helps visionaries trust their team, delegate effectively, and stay focused on the high-value activities that drive impact. Weekly Scorecards > Monthly Panic. Measure what predicts the future, not what reports the past. Weekly scorecards with 5–15 KPIs give you 52 chances a year to course-correct instead of 12. Finance Is the Missing Gear. EOS brings clarity, but without a financial dashboard tied to gross profit and cash flow, you can hit your goals on paper and still miss in the bank account. When EOS and Profit First systems work together, growth becomes predictable and profitable. From Rock Bottom to Rock Foundation. The lessons you've learned — and the systems you've built — become the foundation you can always stand on. You're not starting over; you're building from strength. Stop Hustling, Start Delegating. Hustle culture leads to burnout. Smart owners out-delegate, not out-work. Systems and scorecards let you scale without grinding yourself or your team down.   Key Takeaway: EOS gives you the structure; Profit First systems make sure the structure actually pays. Together, they align your people, vision, and numbers so your business grows with ease — and adds another zero without adding more chaos.   About Rick Benton: Rick's entrepreneurial journey started in high school when he and a friend started an event company. Dedicated to a vision of creating the most exciting and energetic experiences, the business quickly found successes that extended far beyond the local Detroit market. Fast forward a few decades and this multi-state, award winning company provided event planning, coordination, entertainment, and AV production services for national corporate, social and educational clients. After a successful sale and exit of the business in 2018, Rick has been a teacher, a coach, and a business consultant. His superpower is his energy and passion for business, learning and growth, always challenging the existing status quo to find better solutions. He personally understands and experienced the power of EOS and how it offers freedom for entrepreneurs to break through their ceiling, clarify and achieve their vision, while improving the lives of leadership teams, employees and their families. Rick is excited to share that EOS power with you to achieve your VISION, gain TRACTION, and build a HEALTHY, cohesive, and fun-loving leadership team.   Links: EOS: https://www.eosworldwide.com/rick-benton    LinkedIn: https://www.linkedin.com/in/rickbenton/   Facebook: https://www.facebook.com/rick.benton/    Conclusion: Scaling isn't about doing more — it's about doing the right things in the right order, backed by clear numbers. EOS brings operational discipline. Profit First adds financial confidence. When those two worlds meet, your business becomes scalable, self-managing, and sustainably profitable.   If you're ready to connect your EOS scorecard to real profit and cash flow, schedule a Profit Assessment Call with Rocky and start turning structure into wealth.   #ProfitFirst #EOS #Entrepreneurship #BusinessGrowth #CashFlow #FractionalCFO #Scorecard #Visionary #Integrator #Delegation #Systems #FinancialFreedom #SmallBusiness #ProfitAnswerMan   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.

In this episode of the Rainmaker Podcast, Gui Costin sits down with Manish Khatta, CEO and CIO of Potomac, for a candid and insightful conversation about building and scaling a modern asset management firm through transparency, technology, and content.Manish, a self-described quant and lifelong Potomac team member, shares his journey from programming mechanical trading systems straight out of college to now leading a fast-growing, multi-siloed investment business. At the heart of Potomac's identity is a fierce commitment to risk management—reflected in their trademarked tagline, Built to Conquer Risk—and a bold content strategy that sets them apart in a traditionally conservative industry.The episode explores how Potomac adopted the Entrepreneurial Operating System (EOS) to improve communication, accountability, and execution across all departments. Manish explains how EOS meetings, scorecards, and cross-functional transparency have fundamentally changed how the firm operates and drives growth. This operational discipline is mirrored in their use of CRM—specifically HubSpot—not just as a contact database, but as the central nervous system of their sales and marketing efforts. “If it's not in the CRM, it doesn't exist,” Manish says, underscoring the importance of tracking and acting on every client interaction.But what truly sets this conversation apart is the deep dive into Potomac's content engine. From producing as many as seven pieces of content a week to launching creative projects like “Industry Gossip” and a Seinfeld-inspired series featuring advisors in classic cars, Manish and his team have taken an unconventional, personality-driven approach to branding. He's unapologetic about avoiding product talk in content, emphasizing that building trust and brand recognition always comes before the sales pitch.Manish also reflects on leadership—how becoming a father shifted his perspective, and how he's learning to blend hard-charging expectations with empathy and kindness. He opens up about the challenges of scaling people and culture alongside business growth and offers pointed advice for young professionals entering the industry: stay curious, stay visible, and never underestimate the power of showing up.Whether you're a CEO, a sales leader, or a content creator in the investment space, this episode is a masterclass in modern firm building. Manish's blend of operational rigor, creative risk-taking, and cultural intentionality offers a fresh, actionable blueprint for success in a rapidly changing industry.Tired of chasing outdated leads? Book a demo to see how Dakota Marketplace simplifies your fundraising process with accurate, up-to-date investor data. 

SUMMARY: Terryn & Aaron discuss how teams can effectively transition from annual planning into quarterly execution using the Entrepreneurial Operating System (EOS) concept of rocks — major business initiatives that typically take 1–3 months to complete. The episode focuses on how to plan, manage, and follow through on these quarterly priorities through structured "rock parties."   Minute by Minute:  00:00 Introduction and Annual Planning Recap 03:09 Understanding Rock Parties and Their Importance 06:12 The Challenges of Visionaries and Project Management 08:59 Effective Communication in Rock Parties 12:23 Time Management for Rock Parties 15:02 Defining Rocks and Milestones 18:21 Ownership and Accountability in Projects 21:07 Conclusion and Key Takeaways   Visit us at thecollabteam.com   Or Join our Ops Experts Academy!

Every entrepreneur dreams of freedom, the kind where your business grows, your team thrives, and your calendar finally breathes. But for most high-performing leaders, that dream starts to feel more like a trap. The harder you push, the more control you lose. The faster you grow, the more chaotic things get. In this episode of the Level Up + Live Podcast, host Sean Meyers sits down with Bryce Moore, Certified EOS Implementer, business coach, and trusted advisor to visionaries across the country. Together, they unpack what really happens when the business you built starts running you, and the systems that can set you free. Bryce shares his own journey from burnout and bottlenecks to breakthrough and balance, revealing the real reason most leaders get stuck. It's not about talent. It's not about effort. It's about structure. When your vision outpaces your systems, chaos fills the gap, and that's when leaders start losing the joy that got them started in the first place. Through raw honesty and powerful takeaways, Bryce and Sean break down: The six core components of the Entrepreneurial Operating System (EOS) and why every leader needs them. How to recognize when you've become your company's biggest bottleneck, and how to step out of your own way. The mindset shift from “doing it all” to building a team that scales your vision. Why leadership without clarity leads to exhaustion, and how to fix it without losing momentum. How to build a business that actually runs without you, so you can lead with purpose, not pressure. This is more than a framework. It's a wake-up call for every visionary, business owner, and leader who knows they were made for more but feels buried by their own success. If you've ever felt trapped inside the empire you built, this episode will help you find the blueprint to break free, reclaim your focus, and finally lead from a place of peace, not panic. Tune in and start running your business, instead of letting it run you. Tap the link, share it with a fellow entrepreneur, and let's LEVEL UP together. levelupandlive.com/contact Stay in the loop; stay in the lead! Get exclusive insights on business, fitness, leadership, and community straight to your inbox! Subscribe to the Level Up + Live newsletter now Level Up + Live  Tools to Level Up! Free Resources — Level Up + Live

 Don't get to the end of this year wishing you had taken action to change your business and your life.Click here to schedule a free discovery call for your business: https://geni.us/IFORABEDon't miss an upcoming event with The Institute: https://geni.us/InstituteEvents2025Shop-Ware gives you the tools to provide your shop with everything needed to become optimally profitable.Click here to schedule a free demo: https://info.shop-ware.com/profitabilityMake sure you mention: CTISUMMER to get FREE data migration!If you're ready to make a real change in your shop's success, join Shop Marketing Pros' Plan With the Pros workshop this October to connect with them and other shop owners. You'll leave with your entire year for 2026 planned out. Click here to register: https://geni.us/PlanWithTheProsShop owners, are you ready to simplify your business operations? Meet 360 Payments, your one-stop solution for effortless payment processing.Imagine this—no more juggling receipts, staplers, or endless paperwork. With 360 Payments, you get everything integrated into one sleek, digital platform.Simplify payments. Streamline operations. Check out 360payments.com today!In this episode, Lucas and David are joined by Adam Rath to reflect on the journey and evolution of their industry mastermind group. Adam shares how the group has grown from its early days, emphasizing the importance of building a community where shop owners can collaborate and hold each other accountable. The hosts discuss the impact of implementing the Entrepreneurial Operating System (EOS) in their businesses, highlighting its role in shaping leadership and clarifying organizational vision.00:00 Leadership Restructuring and Future Plans05:58 Growth and Accountability Through Masterminds13:41 Addressing Customer Education Gaps20:16 "Self-Implementing EOS Journey"24:36 Assessing Employee Alignment & Capability27:01 End-Year Hiring Pitfalls32:55 Survival Over Vision39:59 Protective Leadership Commitment43:56 Personal Reflection on Growth Ambitions50:32 "Reviving Vision in Medical Device Sales"57:02 Reflect and Appreciate Progress01:02:56 Intentional Clarity Breaks01:04:48 Streamlined Meeting Schedule Changes01:08:32 "Successful Business and Industry Giveback"

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. But how does it work - and how do you know if EOS is right for you? We wanted you to learn from an EOS Implementer who has achieved a ton of success in the business world with EOS, so we welcomed back on returning guest Sue Frech. She's the Visionary & Investor at Summit Shore Partners. For more about ForthRight Business by ForthRight People or for 1:1 consultation, check us out at ForthRight-Business.com And as always, if you need Strategic Counsel, don't hesitate to reach out to us at: ForthRight-People.com FACEBOOK https://www.facebook.com/forthrightpeople.marketingagency INSTAGRAM https://www.instagram.com/forthrightpeople/ LINKEDIN https://www.linkedin.com/company/forthright-people/ RESOURCES https://www.forthright-people.com/resources VIRTUAL CONSULTANCY https://www.forthright-people.com/shop

Ever wonder why some businesses thrive during economic chaos while others collapse? Many believe success in the trades comes from luck or endless hustle, but the truth is discipline, systems, and culture determine survival. In this episode of The Better Than Rich Show, host Mike Abramowitz sits down with Tim O'Brien, founder of Tim O'Brien Homes, who shares how launching a homebuilding company during the Great Recession became his greatest advantage. He unpacks how faith-based principles of stewardship, integrity, and servant leadership fueled his growth from zero to $138 million. From building long-term trade partnerships and defining company values to using the Entrepreneurial Operating System (EOS) for sustainable scale, O'Brien shows how simplicity, trust, and vision create businesses that last.  Timestamps:  [00:00] Starting from Zero During a Recession [07:00] Building Brand Awareness with No Budget [11:00] Culture Before Scale [16:00] Hiring and Delegation Lessons [20:00] Communication Cadence and the EOS Revolution [27:00] The Trade Council Blueprint [33:00] Empowering Trades Through Shared Values [43:00] How to Get the Attention of a $138M General Contractor [48:00] Scaling from $25M to $138M [54:00] Simplicity, Sustainability, and Freedom of Time   Key Quotes “You can't lead from the valley; you have to get up on the hill to see what's really going on.”  “We're in the people business. We just happen to build homes.”  “Culture isn't a slogan—it's a system that decides who stays and who leaves.”  “Your best trade partners aren't your vendors, they're your collaborators.”  “Freedom of time is the ultimate wealth.”  Key Takeaways Build culture before chasing growth. Your team and trade partners should co-create values, not receive them top-down.Implement structure early. Meeting cadences and EOS frameworks prevent chaos as you scale. Prioritize long-term relationships. Treat trades and clients as collaborators in your ecosystem. Simplify annually. Audit your systems and processes to eliminate redundancy and complexity before burnout sets in.  Links Mentioned Delivering Happiness by Tony Hsieh: https://www.deliveringhappiness.com/  Traction by Gino Wickman: https://www.eosworldwide.com/traction  Tim O'Brien Homes: https://www.timobrienhomes.com  Contact Tim: tobrien@tobhomes.com Connect with The Better Than RichWebsite - ⁠https://www.betterthanrich.com/⁠Facebook - ⁠https://m.facebook.com/betterthanrich/⁠Instagram - ⁠https://www.instagram.com/betterthan_rich/⁠Twitter - ⁠https://mobile.twitter.com/betterthan_rich⁠TikTok - ⁠https://www.tiktok.com/@betterthanrich⁠YouTube - ⁠https://www.youtube.com/channel/UC3xXEb7rKBvkCOdtWd4tj2A⁠Linkedin - ⁠https://www.linkedin.com/company/betterthanrich⁠

Adam Pontrelli is a Professional EOS Implementer at Apex Coaching, where he helps entrepreneurial leadership teams use the Entrepreneurial Operating System (EOS) to gain clarity, accountability, and growth in their businesses.  A retired serial entrepreneur and Founder of AP World Marketing, Adam built a company that developed strategic partnerships with major retailers such as Costco, Walmart, Target, and Amazon. Under his leadership, the firm achieved sustained double- and triple-digit growth, ultimately leading to a successful nine-figure client exit. In this episode… For many business owners, the challenge isn't just building success  — it's sustaining it without burning out. How do you rebuild after major setbacks and design a business that fuels both growth and fulfillment? According to Adam Pontrelli, a retired serial entrepreneur turned business coach, the key lies in embracing structure and self-awareness. He explains that true freedom as an entrepreneur doesn't come from constant hustle but from clarity — understanding your strengths, aligning with the right people, and creating systems that let you step back while your business runs smoothly. Drawing from his own experience of being “kicked out of the nest” twice, Adam highlights how perseverance, peer support, and frameworks like EOS can transform chaos into confidence. His story shows that sustainable success often begins when leaders learn to let go. Tune in to this episode of the Smart Business Revolution Podcast as John Corcoran interviews Adam Pontrelli, Professional EOS Implementer at Apex Coaching, to discuss overcoming entrepreneurial setbacks and building sustainable success. They explore lessons from family business failures, finding purpose through adversity, and the game-changing power of EOS. Adam also shares how peer communities like EO shaped his leadership journey.

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

                                        Listen in as Erin and Mike discuss how: EOS (Entrepreneurial Operating System) provides simple, practical tools to help entrepreneurs run better businesses and live better lives. “Process is Freedom”: Having systems in place doesn't limit you—it frees you to focus on what only you can do. Growth always brings new ceilings; what got you here won't get you there. Reinventing yourself and your business is key. Investing in systems and support is not a cost—it's a return on energy, sanity, and profitability. Knowing your role—visionary, integrator, or technician—helps you lead in alignment with your strengths … and much more!                                                 About Mike Paton is an EOS Implementer, best-selling author, and sought-after keynote speaker who's spent the last 18 years helping thousands of business owners and leaders around the globe run better businesses and live better lives. The product of an entrepreneurial household, Paton began his career in banking before embarking on his own entrepreneurial journey. He ran (or helped run) four entrepreneurial companies before discovering EOS in 2007. Since then, Paton has conducted nearly 2,000 talks, workshops and session days. Gino Wickman's successor as EOS Worldwide's Visionary, Paton trained several hundred professional EOS Implementers, co-wrote two books in the Traction Library (which have been translated into a dozen languages), and hosted the top-rated EOS Leader Podcast. Today he's grateful to be living his ideal life - helping people achieve their vision by mastering the timeless disciplines and practical tools of the Entrepreneurial Operating System. How to Connect With Mike Website: mikepaton.com YouTube: youtube.com/c/MikePaton LinkedIn: linkedin.com/in/mikepaton Instagram: https://www.instagram.com/mp8on Recommended Resources  Get A Grip and Process! are available to order on Amazon Visit EOSWorldwide.com to download free tools & take the Organizational Check-up

The Bulletproof Dental Podcast Episode 411 HOSTS: Dr. Peter Boulden DESCRIPTION In this episode of the Bulletproof Dental Practice Podcast, Dr. Peter Boulden explores the parallels between the Entrepreneurial Operating System (EOS) and the Bulletproof Pathway, emphasizing the importance of structure, vision, data, and processes in dental practices. He discusses how dentists often operate in chaos and the need for clarity and systems to achieve fulfillment and success. The conversation highlights the significance of leadership, addressing issues, and creating a culture of accountability within dental teams. TAKEAWAYS Entrepreneurs need more structure, not more ideas. Vision is crucial for clarity in practice. People are the biggest investment in a practice. Data helps measure practice performance effectively. Addressing issues head-on leads to better outcomes. Processes should standardize patient experiences. Traction is about fulfillment and rhythm in practice. Leadership meetings are essential for problem-solving. Creating a culture of accountability enhances team performance. Optimizing practice life involves preserving time, emotion, and money. CHAPTERS 00:00 Introduction to the Bulletproof Pathway 02:27 Understanding the EOS System 05:43 Vision and Clarity in Dentistry 10:02 The Importance of People and Culture 12:27 Data-Driven Decision Making 17:04 Addressing Issues and Implementing Solutions 20:18 Conclusion and Call to Action REFERENCES Traction by Gino Wickman Bulletproof Summit Bulletproof Mastermind  

In today's episode, we have the pleasure to interview Mike Goldman, author of The Strength of Talent: How to Grow Your People to Grow Your Profit.Mike is a leadership team coach, bestselling author, TEDx speaker, and host of The Better Leadership Team Show. Over his 30+ year career, he's worked with companies like Disney, Verizon, CHANEL, and Polo Ralph Lauren, and his insights have been featured in Forbes, Fast Company, and Chief Executive Magazine. Widely regarded by CEOs as the expert on building great leadership teams, Mike helps leaders grow their business by first growing their people.In this episode, you'll learn why traditional performance management is broken and what to do instead, how to retain and develop your highest performers while avoiding “polished mediocrity,” and how to make people growth your #1 priority in measurable, practical ways.We hope you enjoy this incredible conversation with Mike Goldman.To Learn More about Mike and buy his book visit: The Book: https://a.co/d/51WmuVzWebsite/Socials:https://www.mike-goldman.com/http://instagram.com/mikegoldmancoachhttps://www.facebook.com/mikegoldmancoachhttps://twitter.com/mgoldman10http://www.linkedin.com/in/mgoldman10Chapters: 0:00 Intro1:30 No.1 driver of profit growth is people growth4:44 The problem of unclear expectations8:08 Clear KPIs vs Micro-Management9:02 Examples from big companies13:55 How to retain high performers18:12 Doubling down on high performance21:35 Raising the minimum standards24:00 Everyone can be a superstar somewhere26:59 Benchmarks for people growth30:09 How to get started 32:47 The talent density launchpad34:23 Entrepreneurial Operating System (EOS)36:00 9-Box grid talent management37:45 A movement for people growth41:02 AI, tech & people growth43:58 Where to connect with Mike, his work & his book45:10 A message for leaders________________________________________________Join the world's largest non-fiction Book community!https://www.instagram.com/bookthinkers/The purpose of this podcast is to connect you, the listener, with new books, new mentors, and new resources that will help you achieve more and live better. Each and every episode will feature one of the world's top authors so that you know each and every time you tune-in, there is something valuable to learn. If you have any recommendations for guests, please DM them to us on Instagram. (www.instagram.com/bookthinkers)If you enjoyed this show, please consider leaving a review. It takes less than 60-seconds of your time, and really makes a difference when I am trying to land new guests. For more BookThinkers content, check out our Instagram or our website. Thank you for your time!

Send us a textWelcome back to the Laundromat Resource Podcast! In this episode, host Jordan Berry is joined by entrepreneur and philanthropist Amanda Barkey for a deep dive into something every laundromat owner—big or small—needs to hear: how to break through business plateaus by implementing proven systems. Amanda, an expert EOS Implementer, shares how the Entrepreneurial Operating System (EOS) and the book "Traction" completely transformed her own family business—taking them from serving just 63 kids to over 10,000 families a year—and allowed her to step back from day-to-day operations. You'll hear about her personal journey from humble beginnings in Canada to entrepreneurial success in Orange County and Hawaii, the powerful tools EOS provides for building a clear business vision and accountability, and why finding the right people for the right seats is crucial at every stage, whether you have one laundromat or a thriving portfolio. Plus, get a sneak peek at the upcoming Laundromat Accelerator event in Hawaii, where Amanda will be presenting even more actionable insights.Grab your notebook—this episode is packed with game-changing advice to help you professionalize your laundromat business, level up your leadership, and ultimately live the life and enjoy the freedom you got into business for. Let's get started!About Amanda:Meet Amanda Barkey, a successful entrepreneur and philanthropist with over 15 years of leadership and coaching experience. As a small business owner, Amanda has grown a thriving Soccer Shots business and a flourishing non-profit, all while managing a busy household with 5 children.Like many entrepreneurs, Amanda learned and evolved from her mistakes until she discovered EOS through reading Traction in 2014. Implementing EOS was a game-changer, leading Amanda to transform her Soccer Shots Orange County franchise into one of the highest-grossing businesses nationwide. Her team has made a profound impact on thousands of families globally through her business and nonprofit efforts.Amanda is a dedicated Certified EOS Implementer passionate about helping entrepreneurs get a grip on their businesses, achieve growth efficiently and live their EOS life.

Jamie Munoz, founder of Catalyst Integrators, shares how the Entrepreneurial Operating System (EOS) helped her scale a printing business from $2 million to $15 million in revenue and how it can work for video business owners of any size. She breaks down why so many entrepreneurs get trapped in the operator seat doing work that drains their soul, and provides a clear roadmap for getting out of operations and into the visionary role. Jamie also shares practical advice on hiring virtual assistants and the mindset shifts needed to stop being the bottleneck in your own business.  Key Takeaways Core values are your hiring and firing framework - When employees don't align with your company's core values (like being "hungry"), you have a clear framework for making personnel decisions rather than relying on gut feelings The accountability chart shows your scaling path - Instead of traditional org charts, EOS uses accountability charts that show people in multiple seats, making it clear where to hire next as the business grows Start with 20% time savings - Hire help for just 20% of your weekly tasks (about 8 hours) to free up a full day for revenue-generating activities that can pay for the help and then some Perfect is the enemy of profitable - Learning to let go of "10 out of 10" creative standards and accepting that "7 or 8 out of 10" often exceeds client expectations while maintaining profitability About Jamie Munoz Jamie Munoz is a rescue dog mom, who lives in Cave Creek, Arizona. She is the founder of Catalyst Integrators™ a fractional COO firm, winners of the SBA 2022, 2023 and 2024 Best Business Coaches award and ranked #640 on the 2024 INC5000 awards. They provide fractional COO Leadership for companies running on the Entrepreneurial Operating System (EOS®) from the book ‘Traction' by Gino Wickman. By teaming up with the CEO and the Leadership team, Jamie and her team of COO's help crystallize and execute on the vision for the companies they serve. In This Episode  [00:00] Welcome to the show! [05:03] Meet Jamie Munoz [06:02] Entrepreneurial Operating System [14:23] Vision Traction Organizer [25:18] When Can You Use EOS? [33:24] Getting Your Time Back [40:39] Who Not How [45:24] Connect with Jamie [46:52] Outro Quotes "Your people are free to be excellent elsewhere." - Jamie Munoz "No one will care about your business as much as you do. And no one will do things as good as you, right? Or as right as you would, or the same way you would." - Jamie Munoz "Being wanted, not needed is a nice seat to be in on the chart." - Jamie Munoz "Protecting your time as an entrepreneur is the number one thing." - Jamie Munoz "We are people who entrepreneurs want to figure it out themselves... But like over time, that only works so much." - Jamie Munoz Guest Links Find Jamie Munoz online  Connect with Catalyst Integrators on LinkedIn Links  FREE Workshop Available "How to Consistently Earn Over $100k Per Year in Video Production While Working Less Than 40 Hours Per Week" 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