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From speaking at three major wealth management conferences in a single quarter to mapping out a pattern that's already reshaped accounting and is now creeping into law and the trades, Corey Kupfer breaks down the barbell effect and what business owners should be doing now to avoid getting caught in the middle. WHAT YOU'LL LEARN: In this episode, you'll discover what the barbell effect is and why it shows up across industries once consolidation and outside capital enter the picture, how accounting's shift from the Big Eight to the Big Four foreshadows what may be coming in wealth management, and why most deals positioned as mergers are actually acquisitions in disguise. Corey explains why firms stuck in the middle face higher overhead than small competitors and fewer resources than large ones, and how the same dynamic is showing up in the trades, from roofing to electrical. KEY INSIGHTS: The barbell effect describes what happens as an industry consolidates: large, well funded firms on one end, small boutique firms on the other, and the middle becoming the hardest place to operate, with higher overhead than small competitors and fewer resources than large ones. The accounting industry offers a preview of where wealth management may be headed. Corey points to the shift from the Big Eight to the Big Four, and to firms like Eisner and Amper merging to compete at a higher level, along with Apria's growth through acquisition. In legal, only attorneys can own law firms in most states, but Corey describes private equity entering through a managed services model similar to healthcare, where a non-legal company runs the back office while attorneys retain ownership of the practice. Corey shares a comment from his Entrepreneurs Organization lawyers group, that it is much easier to run a law firm under two million dollars or over ten million dollars in revenue than to be stuck in the middle, connecting this to the crossing the chasm dynamic of investing ahead of payoff. Drawing on NAPFA in Minneapolis, Corey notes many members are choosing not to sell to PE backed aggregators, even leaving value on the table, out of concern for fiduciary alignment, while noting he is relaying their perspective rather than judging it. He also points out most "mergers" are actually acquisitions, cites the 2026 Advisor Growth Strategies Report and DeVoe's data showing fewer buyers chasing more sellers and average seller AUM crossing a billion dollars, and closes by noting the same barbell dynamic in the trades, where consolidators and mom and pop firms both persist while the middle gets squeezed. Perfect for RIA owners weighing independence, succession, or sale, leaders of growing companies assessing their industry's consolidation cycle, and anyone navigating competition in the middle market. FOR MORE ON THIS EPISODE: https://www.coreykupfer.com/blog/barbelleffect FOR MORE ON COREY KUPFER https://www.linkedin.com/in/coreykupfer/ https://www.coreykupfer.com/ Corey Kupfer is an expert strategist, negotiator, and dealmaker. He has more than 35 years of professional deal-making and negotiating experience. Corey is a successful entrepreneur, attorney, consultant, author, and professional speaker. He is deeply passionate about deal-driven growth. He is also the creator and host of the DealQuest Podcast. Get deal-ready with the DealQuest Podcast with Corey Kupfer, where like-minded entrepreneurs and business leaders converge, share insights and challenges, and success stories. Equip yourself with the tools, resources, and support necessary to navigate the complex yet rewarding world of dealmaking. Dive into the world of deal-driven growth today! Episode Highlights with Timestamps [00:00:04] - Introduction: the barbell effect and why Corey is talking about it now [00:04:23] - The NAPFA community conversation on succession and exit options aligned with values [00:08:37] - What the barbell effect is and why the middle becomes the hardest place to compete [00:12:21] - Why it's easier to run a law firm under two million or over ten million in revenue than to be stuck in the middle [00:16:14] - NAPFA advisors and the choice to stay independent from PE backed aggregators[00:19:55] - The barbell effect in the trades: roofing, gutters, and electrical consolidation[00:21:55] - Planning for industry evolution instead of being surprised by it Host Bio Corey Kupfer is an expert strategist, negotiator, and dealmaker with more than 35 years of professional deal-making and negotiating experience. Corey is a successful entrepreneur, attorney, consultant, author, and professional speaker deeply passionate about deal-driven growth. He is the creator and host of the DealQuest Podcast. Show Description Do you want your business to grow faster? The DealQuest Podcast with Corey Kupfer reveals how successful entrepreneurs and business leaders use strategic deals to accelerate growth. From large mergers and acquisitions to capital raising, joint ventures, strategic alliances, real estate deals, and more, this show discusses the full spectrum of deal-driven growth strategies. Get the confidence to pursue deals that will help your company scale faster. Related Episodes Episode 350 - Tom Dillon: Building a firm positioned for acquisition and succession Episode 339 - Solocast 74: Building your G2 and creating optionality for internal successionEpisode 331 - Solocast 72: Reading macro and industry trends without letting personal views distort business decisionsEpisode 327 - Solocast 71: Using authority marketing to build relationships and deal flow Keywords/Tags barbell effect, industry consolidation, RIA independence, private equity wealth management, mergers and acquisitions, internal succession planning, mergers of equals, middle market squeeze, fiduciary advisors, NAPFA, accounting industry consolidation, legal industry private equity, managed services organization, crossing the chasm, RIA exit planning, trades industry consolidation, deal driven growth, 2026 advisor growth strategies, business positioning strategy, exit strategy planning
Jeff Dudan's free digital copy of his book What does it take to turn business chaos into a repeatable formula for success? In this episode, Jeff Dudan sits down with Troy Hazard - global keynote speaker, bestselling author, entrepreneur, TV host, and former Global President of the Entrepreneurs' Organization (EO) - for a wide-ranging conversation on peer networks, business acquisitions, and the mindset shifts that separate good entrepreneurs from great ones. Troy shares the hilarious story of how three bottles of wine at a lunch in Brisbane launched a 15-year journey that took him to the top of EO's global leadership. He breaks down why he deliberately looks for 'unsexy' businesses most investors ignore, why he makes himself redundant as fast as possible after acquiring a company, and why leaving money on the table for the buyer is actually the strategy that creates premium exits. You'll also hear a powerful framework for evaluating distressed businesses - one that starts not with spreadsheets, but with candid conversations over coffee. Plus, Troy and Jeff explore the transformative power of EO, YPO, Vistage, and peer mastermind groups for entrepreneurs who didn't follow the traditional MBA path. Key topics covered: • How EO and YPO create life-changing peer networks for entrepreneurs • Why the best advice comes from people with nothing to gain from you • The 'unsexy business' acquisition strategy that creates outsized returns • How to evaluate a distressed business when the P&L tells you nothing • Why making yourself redundant is the fastest path to a profitable exit • The psychology of selling a business at a premium price • Vulnerability as a leadership superpower • Why confidentiality inside peer groups unlocks radical honesty Guest: TROY HAZARD Guest YouTube: https://vimeo.com/troyhazard Guest Business YouTube: Guest Website: https://troyhazard.com/ Guest Socials: https://www.linkedin.com/in/troyhazard/ #entrepreneurship #businessgrowth #TroyHazard #JeffDudan #EO #YPO #businessacquisition #peerlearning #leadershipmindset Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Jeff Dudan's free digital copy of his book What does it take to turn business chaos into a repeatable formula for success? In this episode, Jeff Dudan sits down with Troy Hazard - global keynote speaker, bestselling author, entrepreneur, TV host, and former Global President of the Entrepreneurs' Organization (EO) - for a wide-ranging conversation on peer networks, business acquisitions, and the mindset shifts that separate good entrepreneurs from great ones. Troy shares the hilarious story of how three bottles of wine at a lunch in Brisbane launched a 15-year journey that took him to the top of EO's global leadership. He breaks down why he deliberately looks for 'unsexy' businesses most investors ignore, why he makes himself redundant as fast as possible after acquiring a company, and why leaving money on the table for the buyer is actually the strategy that creates premium exits. You'll also hear a powerful framework for evaluating distressed businesses - one that starts not with spreadsheets, but with candid conversations over coffee. Plus, Troy and Jeff explore the transformative power of EO, YPO, Vistage, and peer mastermind groups for entrepreneurs who didn't follow the traditional MBA path. Key topics covered: • How EO and YPO create life-changing peer networks for entrepreneurs • Why the best advice comes from people with nothing to gain from you • The 'unsexy business' acquisition strategy that creates outsized returns • How to evaluate a distressed business when the P&L tells you nothing • Why making yourself redundant is the fastest path to a profitable exit • The psychology of selling a business at a premium price • Vulnerability as a leadership superpower • Why confidentiality inside peer groups unlocks radical honesty Guest: TROY HAZARD Guest YouTube: https://vimeo.com/troyhazard Guest Business YouTube: Guest Website: https://troyhazard.com/ Guest Socials: https://www.linkedin.com/in/troyhazard/ #entrepreneurship #businessgrowth #TroyHazard #JeffDudan #EO #YPO #businessacquisition #peerlearning #leadershipmindset Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
FranBridge is led by its Founder, Jon Ostenson, a top 1% Franchise Consultant in the US, and frequent contributor on franchising across a variety of outlets and publications. Jon is a multi-brand franchisee himself, and along with his business partners, he has great operators leading these ventures. As a result, he is able to commit over 90% of his time to helping others achieve their own dreams of freedom and wealth generation through business ownership. Prior to FranBridge, Jon was the President of ShelfGenie, a national franchise system with 200 locations. Before he had his start in franchising with ShelfGenie, Jon spent 15 years in the corporate world, most recently as the Vice President of Sales for Carter's Inc., responsible for over $350M in annual sales. Jon began his career as a Consultant with Accenture, often working Internationally on behalf of clients. Jon serves on the Board of the Entrepreneurs Organization and is active in supporting charitable organizations such as Growing Leaders and Hope International. Jon has BBA and MBA degrees from the University of Georgia and lives in Atlanta where he and his wife, Jenny, have 3 children and are very active in the community. Check out FranBridge Consulting for premier non-food franchise opportunities: travischappell.com/franbridge Learn more about your ad choices. Visit megaphone.fm/adchoices
In this episode, Jason sat down with Brian Seidensticker of Mount North Capital to unpack one of the biggest growth constraints property management business owners face: access to capital at the exact moment opportunity appears. In today's show of the #DoorGrowShow, property management growth expert Jason Hull and investor Brian Seidensticker discuss how strategic funding partnerships work, what makes an ideal market and operator, and how property managers can scale faster by combining capital, systems, and the right long-term investment mindset. You'll Learn (05:01) How Mount North Capital helps property management firms with funding: This is the heart of the episode: what they actually do and why it matters. (06:26) Partnership models for property managers and investors: Defines the structure of the opportunity, how both sides work together. (08:45) The win-win scenario for property managers and investors: The philosophy behind the model; why this isn't just financing, but alignment. (09:58) Ideal property management partners and market criteria: Who this is really for, and who it isn't. (11:19) Market selection and geographic focus for investments: Critical filter: where this strategy works in reality. (12:48) The importance of systems and scaling in property management: Without this, everything else breaks. This is the operational truth. (14:29) Overcoming growth ceilings with the right mindset and resources: The deeper constraint isn't capital, it's capability and mindset. (16:39) Evaluating deals in secondary and tertiary markets: Where the actual opportunity lives, beyond obvious markets. (19:17) Advice for property managers ready to grow: The moment where theory turns into direction. (21:46) Partnership requirements and collaboration with DoorGrow: The non-negotiables, this sets the bar for entry into the model. Quotables "The reality is most would never even if they knew what you were doing, most wouldn't even do it. Like most people don't implement. That's just reality in life." "The best scenario for property managers is to manage their own portfolio." "One of my requirements is we do want to scale on a significant level." Resources DoorGrow and Scale Mastermind DoorGrow Academy DoorGrow on YouTube DoorGrowClub DoorGrowLive Transcript Jason Hull (00:01) Five, four, three, two, one. All right, I'm Jason Hull, the founder and CEO of DoorGrow, the world's leading and most comprehensive coaching and consulting firm for long-term residential property management entrepreneurs. For over a decade and a half, we've brought innovative strategies and optimization to the property management industry. At DoorGrow, we are on a mission to transform property management businesses, the business owners, and change their lives. want to transform the industry, eliminate the BS, build awareness, change perception, expand the market and help the best property management entrepreneurs win. Now let's get into the show. So today's episode, our guest is Brian Seidensticker of Mount North Capital. We're going to talk about one of the biggest challenges property management entrepreneurs face having access to capital at the exact moment opportunity strikes. So If you've ever been presented with an incredible acquisition expansion opportunity or growth moment and you wish you had immediate access to funds to confidently move forward, we're going to unpack that today. And that's what we're going to chat about. So welcome to the show, Brian. Brian Seidensticker (01:18) Thanks Jason. Thanks for having me. Thanks having me back, right? Jason Hull (01:21) Yeah. Yes, it's good to have you. So cool. So let's get into let's get into this. So ⁓ let's give everybody a little bit of background first. And ⁓ what what you know, what do people need to know about Brian that have listened to this? This is the first episode first time. Brian Seidensticker (01:47) Well, think maybe a brief history of ⁓ how myself and we, which is ⁓ Mountain with Capital, came to be. I'm actually an engineer by trade and I'd say in a different life, Jason, I would be reaching out to you for help on how to figure out this business that I randomly went off and ⁓ created and then found myself eight years later going, man, this is outgrown my capabilities. What do I do? ⁓ I got a similar help in the form of a group that I joined called Entrepreneurs Organization. And it's been transforming, getting that help from somebody that knows how to take what you build to the next level. So. As part of that, really what we ended up doing is we went from a data software company that had reached a ceiling. We had a really unique data set and then we built a fund, is Mountain with Capital, around the ability or really the model of using that data and acquiring assets in certain markets where we felt with this analytics, we could buy properties that have really great discount, right? Using, you know, not only the platform, but then the style of auctions that we attend. But a key component of that was the partners that we worked with, right? And still work with today. And we were very successful in building partnerships with boots on the ground and folks that knew what to do with these properties. Because we, A, we had a great way of identifying and we had the capital available to acquire those assets, right? At the time, these are auctions that Jason Hull (03:28) . Brian Seidensticker (03:28) that required cash, right? And that's the hard part. And it worked out really well. We went from, you know, a million dollar, you know, proof of concept fund. Last month, we were about 58 million of assets under management. And so it's, it's been great, but it certainly has also uncovered other opportunities for us along the way. The typical partner that we work with is kind of a fix and flip strategy, right? But Jason Hull (03:47) Hmm. Yeah. Brian Seidensticker (03:55) we felt a lot of the opportunities that we were seeing is much more in the, I'll say fixed to buying rent, right? It was the long-term hold strategy where we had an excellent avenue of acquiring, right, and getting them there, right? But what we were looking for and lacked is really the property managers that we want to partner with in those areas. our I don't want to give away all of the special sauce or we can dive into the details, but that's really what's led us to where we're at today is we're kind of at this pivot point and we've built a couple relationships with great partners in a couple markets and now we're wanting to grow that, right, and find more partners in more markets. Jason Hull (04:40) Yeah, we want all the special sauce, Brian. Give it to us. I'm just kidding. So, I mean, the reality is most would never even if they knew what you were doing, most wouldn't even do it. Like most people don't implement. That's just reality in life. Right. Like a lot of people like what's how's door grow helping people grow? I'll tell you, I give away free videos that teach you like what we do. But until they join our program, they find it difficult or hard to figure stuff out on their own. They just they don't do it. So. So awesome. So Brian, obviously you believe in mentorship and coaching and you've gotten, you you have had resources that have helped you get to where you're at now. So let's get into the topic at hand. So let's unpack. How is Mountain North Capital helping property management business owners unlock strategic funding solutions that fuel growth, right? Like, how do we do this? Brian Seidensticker (05:37) Yeah, I think, you know, kind of thinking out loud here a little bit, right? But, you know, I'll, I'm a big fan of, you know, it sound cliche, like win-win, right? Is we're not sick. We're not a bank, right? It's like, Hey, I got a better rate than you do. And we're not in it, you know, purely for ourselves. And so everything we go into, we, we look at it as a partnership, right? But it also has to make sense for the folks that we're going to partner with. And so, you know, Really what we are looking for are, and the partnerships that we found to be very successful are scenarios where ⁓ if there's a property manager or I guess a property manager that will. maybe wants to get into the business, You know, an aspiring property manager, if you will. ⁓ And they have access to a, you know, either it's a deal or a market or a ⁓ portfolio, right? Where maybe they don't have the ability to take that down themselves, right? because I know full well, right? Why would you partner with somebody? you know, for the capital access, if you have the ability to buy it yourself, it always makes sense to buy it yourself, right? And so really what we're looking for are folks that maybe have, you know, scenarios or deals that come across, right, that would allow them to grow their portfolio that they're managing, right, grow their business, right? ⁓ Especially if they think of it as a business, ⁓ but maybe don't necessarily have the capital stack that allow them to to pursue that to its fullest, then we might be a partner, and it is a partner partnership, to help them grow that business really with a different tool in their belt than they maybe have ever had before. And that's really, know, when we were talking with, I'll say potential partners, you know, on this concept initially was, hey, we were only interested in the acquisition and the you know, get it ready for rent. then Mount Norris typical model was let's refinance or sell it out. Let's get it out. We get out of the fund as quickly as possible. And we had success in doing that. But a lot of times, you know, the partners that we're working with, we really, they wanted to build, do that, but they wanted to keep it in their portfolio, make it a rental, right? Hold it for the longterm. ⁓ And so it was like a partial solution for them. And we, I guess, went out on a limb and built a structure with a couple of them that Jason Hull (08:10) Thank Brian Seidensticker (08:11) that it took it beyond just that initial acquisition and they'll say fix and flip stage to a, okay, now we've got another tool that we can bring to the table from our end, a new fund that allows us to take on those assets for the long term. And so we can partner with you beyond just that acquisition and disposition. it's so far has been, you ⁓ I'll say immensely ⁓ rewarding, right? But it's still early, right? And we're definitely in the growth phase. And so it's an exciting adventure to embark on. Jason Hull (08:43) Yeah, I see it as this awesome win-win. There's three sort of challenges. One, there needs to be somebody with capital to deploy. There needs to be a really good property manager. But most property managers aren't good. Most suck. And then we need somebody maybe to help bring those together, door grow, and help those property managers be good. And so I'm excited to maybe find you some... Brian Seidensticker (08:59) you Exactly. Jason Hull (09:13) connect some of our potential clients, because this might be a way that our clients can grow their portfolios, maybe even have some ownership stake in some of these investments. And you bring your capital and stuff to the table, they're able to add value by making sure the properties are managed well. And then DoorGrow, we're able to help them be able to do that so that they are able to not be a sucky property management company and that they're able to continually grow out the other arm of their portfolio. with their direct third party owners, but the best properties for property managers to manage that make the most sense would be their own. It would be something they have some sort of ownership stake in. ⁓ We've got a client, we've got a client in our program and he basically uses his property management business as a honey potter, flight, flight trapper, whatever you want to call it to just like people look at it and go, ⁓ he offers property management and they reach out to him and he convinces them to. Brian Seidensticker (09:52) Exactly. Jason Hull (10:14) sell him their properties and then he manages those. So which is some most of the portfolio he has ownership stake in. He just works deals out, you know. And so a lot of property managers leave a lot of money on the table because they're not even focused on building their own portfolio. They're helping just manage other people's portfolios. Brian Seidensticker (10:33) Right. Right. And I think that's you're exactly right. I think the best scenario for property managers is to manage their own portfolio. Right. And I think what we can allow, you know, property managers, partners, right, to do is think of acquisitions, you know, maybe where they didn't feel like that was an opportunity before. And so, you know, one recent example was a property manager working with in Mississippi who had an amazing opportunity to buy a couple of large multifamily buildings. And ⁓ she is a fantastic property manager, but didn't necessarily have all of the requirements that the bank wanted to see in order to take down underperforming. ⁓ One needed a full remodel, but the end goal is going to be a fantastic ⁓ asset to work on and to manage in the long run. And so we were able to partner on that. so That's like the perfect scenario that we're looking for is when somebody that is familiar with their market and familiar with the portfolios that are out there for sale or familiar with that, we want to be looked at as a partner that can help them either A, keep assets they already have under management, maybe moving from an owner that wants to sell and keep them in house, right? it makes sense. Maybe acquire assets in a little larger Jason Hull (11:32) Yeah. Brian Seidensticker (11:56) size than maybe they would typically be qualified for, right? The single family home is very different than a 44 unit multifamily, right? But the management of those two isn't wildly different, right? It just, the bank doesn't see, you know, the sponsor, right? And all the requirements the bank requires is wildly different, right? As far as the equity that you need to bring to the table. And those are the scenarios where it truly, I think, can be that win-win. Jason Hull (12:07) Yeah. Brian Seidensticker (12:25) Um, and, you know, long story short, Jason, that's exactly what we're looking for. Jason Hull (12:31) Awesome. So I think a question for those listening, because, you know, I love the story of the example you gave. Excuse my voice. I love that example. You know, we see it all the time. Property managers get big portfolios from some investor or they get an opportunity to get into a property in this scenario. They don't have the money to do it. So they have a partner like you that has access to capital. But then the next step is they need systems. And a lot of times they don't have the systems to be able to handle that level of growth. taking on another hundred units, another 200 units, like this starts to break some things in the business. So they're like, man, I need systems for hiring. I need systems for planning. I need systems for processes. And so at DoorGrowth, if you're listening and you want to grow fast, like we built a program around that called the Super System. those three systems, people planning a process. And when we get those things really well built out, those businesses become what I call infinitely scalable. So then they can work with somebody like you and just go crazy. They could just add lots of business, lots of doors, build things out. And if they're, if they're building equity as they're doing this, if they're taking ownership stake in this, that's even better. And so they're bringing deals to the table. You're bringing money to the table. Now, sometimes you're bringing money and a deal. It sounds like, but you need a property manager. Brian Seidensticker (14:00) Yes, right. that's the yes, there are certainly scenarios where we have assets we'd like to move into this model. And so having those ready made, hey, you know, we're looking for the partner, right, to take that that portfolio to the next level, right or next phase. But we're not just looking for any property manager to your exact point. And I think maybe Jason Hull (14:01) Thank Brian Seidensticker (14:23) speaking to the wrong audience, because I think anybody listening to this is already in the right mindset because they are thinking about how to grow. their business and how to learn, right, and how to have the right mindset, right? But a lot of problem managers out there, quite frankly, don't have that right mindset. And, you when you and I were speaking offline, Jason, it was like so many light bulbs were going off. And, you know, this was such a perfect scenario where, you know, for somebody to grow, they need lots of things, right? Capital is one, right? And flexible partners, one, which we can bring. Jason Hull (14:38) Yeah. Brian Seidensticker (14:59) but they're going to inevitably like any business, they're going to inevitably hit a ceiling where they, you know, they, they're limited, right? A limited typically by time, right? And that time can be, you know, re gained right by, like you said, people systems and, Jason Hull (14:59) Yeah. Mm-hmm. Yeah, you buy time. Brian Seidensticker (15:17) Yeah, so it's a, how do you, but you need to, you need to be willing to implement those things in order to grow beyond that, you know, ceiling. And so it's having that right mindset. And I'd say most, if not everybody listening here already has what sounds like, you know, could be that mindset. ⁓ And that's where I thought I got really excited about how can we work more together with your, you your audience and your ⁓ really your members, the people that are implementing the systems that you have. That's the exact recipe that I feel like has such great potential for success. If you can't tell, I'm rather excited. Jason Hull (15:59) Yeah, I'm excited about it too because all of our clients want to build their portfolios. They all want to build equity. They want to build ownership stake. They want investments. They usually believe in the vehicle of investing. Otherwise, why would they be selling property management, which is selling that vehicle? so, ⁓ yeah, so I think it's a solid win-win-win for all three parties. And I'm excited to connect you with clients that I think would be good fit. How do you decide markets that make sense for you? So if property managers come to you and like, Brian, like, I want to get more doors. Like, let's get let's let's do some deals together. What markets would you say no to? You're like, this doesn't make sense. We aren't going to deploy capital into that state or that area. Brian Seidensticker (16:46) Yeah, it's probably easier to paint the picture of the hard nos, right? And then ⁓ maybe back into the areas because the hard nos are, I'd say in the general, very sought after, grade A rentals and markets where everyone wants to be is probably not exact fit for what we're looking for, right? Or the partnerships we're looking for. Jason Hull (16:55) Yes, let's do that. Brian Seidensticker (17:11) So where where do I mean? I would say that it breaks off most of California, most of New York, right? Most, you know, I'd say, you know, hot markets of even like where I'm from, ⁓ which is Western Montana. Unfortunately, this stone. Sorry, the show Yellowstone has totally ruined the market there as far as things at a rate that you could make a decent rental income. Jason Hull (17:14) an example. Really? Brian Seidensticker (17:37) from, right? And those are the areas where it just doesn't quite make sense. Right. And I'm looking at it from both our and right. The property manager's perspective. There's got to be enough meat on the bone for everybody. But if it's in a, I'll say a secondary tertiary market, right. So maybe not Austin directly downtown, but maybe around Austin, right. Where you can, you can, you can have at least 20 or more units up and running within a 12 month period, which is a pretty wide net. Right. Jason Hull (17:38) Yeah. And yeah. Brian Seidensticker (18:07) But then you can also have enough rent to say, loosely 1 % of the value of the property as a gross rental amount. And you can fit those two requirements as far as growth potential and rental income potential. And you have a need or an opportunity that can turn into an amazing ⁓ long-term hold scenario. Jason Hull (18:18) Yeah. Brian Seidensticker (18:36) I say that only because it doesn't have to be existing cash flow. can, that multifamily unit I talked about, right? ⁓ It's actually two buildings and one of the buildings is entirely empty, right? That's what, right? When it's done and stabilized, it will be an amazing opportunity to hold, right, in the long term. So anybody that's listening that says, man, I'm in the right market. Yeah, I can get the rate you're talking about. And I see those type of deals all day long, right? That's exactly who we want to talk to. Jason Hull (18:48) Okay. about, you know, there's areas like Florida right now where like the people cannot their rent rate is now dipped below mortgage rates in areas. You know, it doesn't make sense cash flow wise, but long term, it still may make sense. Brian Seidensticker (19:22) Yeah, think it really depends, right? Because we do some work in Florida, but the acquisition has to be ⁓ special, right? And so I can't say a hard no on all instances, but in most cases, it's going to be very, very difficult. And the cases where it makes a lot of sense is typically those scenarios where there's a lot of urgency to an acquisition because Jason Hull (19:31) Yeah. Thank Brian Seidensticker (19:46) The deal is here today, but it's not going to be there in two weeks. Right. And we can come to the table and say, okay, right. If, the numbers make a lot of sense, sure. We can close in two weeks. That's one of the things that we bring to the table is that flexibility from a capital standpoint. So it can work in Florida, but it's not going to work as well as it does in some other areas of like in Georgia, right. Or Ohio or Michigan or Indiana or Texas. Jason Hull (19:57) you Brian Seidensticker (20:14) Those are some areas that we've done a lot of partnerships in and want to do more. Jason Hull (20:19) Okay. So let's let's have you say a message to everybody that's listening because there's a lot of property managers that might hear this. My message to them is look, if your business stuff isn't tight, if you operationally right now, your capacity without having to hire a bunch of people or build out new systems, your capacity right now is 200 doors. You could add into the business in a short time period. That's healthy. If it's a hundred, then that's okay. If you say, we can handle another 50 units, that's bad. And that could happen very fast. If you, if you start growing, if we start helping you grow, if you get a BDM, anything, so you need to fix some things. assuming there's people listening that have a decent or a healthy capacity right now to grow their business. What would you, what would be your mess? What would be your message to them? Like, Hey, if your area is like this, then let's have a conversation. Brian Seidensticker (20:55) Mm-hmm. Jason Hull (21:19) Maybe go talk to Dorgo and get cleaned up, like, let's have a conversation. Maybe we can do some deals. Brian Seidensticker (21:25) Well, one of my requirements is we do want to scale on a significant level. And so one of the things that I'm asking everybody is almost a requirement. You need to be signed up through DoorGrow or something similar and not trying to solve all of those scale problems yourselves. And so if you're listening right now and you are already on board with DoorGrow, great, reach out to us directly. If you're listening right now and you aren't Jason Hull (21:31) Mm-hmm. Brian Seidensticker (21:52) signed up for DoorGrowl, right, or something similar, then I would request, right, that you do that, or at least be planning to do that, because that's going to be one of our requirements. Just, you know, trying to be straight with everybody out there right now. Jason Hull (22:07) OK, I I'm not going to complain about that. That sounds cool. So then your existing partners that you had before you met DoorGrow, some of them are probably going to start running into some scaling issues because you've got capital and you keep throwing property at them. So then maybe the idea is where DoorGrow is going to start helping them with some of that stuff then potentially. Brian Seidensticker (22:11) Hahaha! Oh, yeah, absolutely. And I'm not kidding where it's going to be a requirement where all of our property managers that we're working with are working with DoorGrow or something. don't even know if there's anything even remotely close to what DoorGrow provides, but they have to have some solution of enabling and helping them. The only one that comes to mind would be like a YPO, which is usually really large organizations or an EO, entrepreneurs organization that provide. Jason Hull (22:44) Yeah, I don't know either. Yeah. Brian Seidensticker (22:57) resources that help you get beyond. if you have none of that, you're going to, and I'm just speaking from experience, right? I didn't have that. Um, and that ceiling that stood there for almost four or five years felt impossible to break through unless you have those, those, um, those resources available to you. Um, and so it may sound, you know, like a weird requirement, but, uh, trust me, we're, we're both going to be a lot happier in that. Jason Hull (23:16) Yeah. Brian Seidensticker (23:25) partnership if you're willing to take that leap and make that a part of our joint plan going forward. Jason Hull (23:33) Yeah, I'm not the only property management coach out there. I think I'm biased, but I'm the best ⁓ and our company is the best. Sarah, my wife, also amazing. Like we're the best, I think, in the world. And you don't have to work with DoorGro, but you got to work with somebody. I agree. I was that guy that thought I knew everything in the beginning, trying to get my business to grow, struggling, struggling to pay team members, struggling to make cash flow. Like, you know, that's early stage entrepreneurism. And eventually I realized, ⁓ I could go a lot faster with a mentor in any money I spent on a decent mentor. I made back 10 times that usually. So it was like the eventually became the biggest no brainer ever. I'm like, let's spend six figures on coaches and mentors annually. Like, let's just, if we make a little bit of progress and it feeds my addiction to learning. you know, so I've always got multiple coaches and mentors going at any given time and. And yeah, I love learning, but it also allows me to be able to facilitate and turn around and benefit others, which I also just really love and enjoy doing. OK, so let's say you've got some people that are their business is ready to grow. They've got the things to scale ⁓ and they think their market has growth potential and income potential. Then ⁓ then those. That's the ideal. You want those people to reach out and everyone's going to start making some money together. Brian Seidensticker (25:05) Yes, exactly. Right. So if you're again, you know, if you're listening to this, you probably already have that right mindset. So you're partially already there. Right. If you've got a market that you feel meets those rough requirements that I laid out, if you already are planning to engage, you know, door grow or some similar organization that you've found on your own and you can check those three boxes, then ⁓ Yeah, you can check us out. can go to lastbestpartners.com, but reach out through that contact page and just mention, saw Brian on Jason's podcast. I'd like to talk to him more. That would be fantastic. Jason Hull (25:46) So let's make this crystal clear for those that maybe they're newer, that maybe they are just property managers. They're not super seasoned in investments. Explain just one more time, what are you looking for market wise? Brian Seidensticker (26:00) So there needs to be the potential, right, within 12 months of getting to 20 or more units, right? There's really no maximum. ⁓ In one market, we've got... Jason Hull (26:11) This is just like new construction builds is kind what you're talking about or. Brian Seidensticker (26:15) Well, we've done new construction in some markets, right? We've done full remodels and others, right? We've bought ⁓ existing cash flowing, know, multifamily distressed assets, right? Meaning that, you know, the seller was in a very distressed state. We've done all three of those. And so ⁓ you don't have to have a very specific model. are, you know, our requirements are the cash flow. peace, right? The, the mindset piece, right? And that ultimately when we leave the conversation, we both feel like it's going to be a win-win partnership because the, the hard, I it's not a requirement, right? But the hard thing to express here, right? Or say you're definitely in is it really comes down to, ⁓ we look at a partnership. It's just like a marriage, right? ⁓ you really need to both have a lot of comfort going into that because, ⁓ breaking up a partnership is as painful, if not more painful in some cases than a divorce, right? ⁓ And so we're definitely gonna be able to get to that conclusion right after we meet and talk through some stuff. ⁓ And so if you're listening right now and you're like, don't know if I like this guy, Brian, well, chances of us getting along the long run probably ⁓ minimal. But if you're, hey, I kinda like what Brian's listed, he sounds like a reasonable guy, I'm a reasonable person too. We should chat, right? Then that's exactly who we want to talk to. Jason Hull (27:45) Got it. So worst case scenario, if you're listening to this, you're a property management business owner. You would like to get a bunch of doors fed to you, but not just doors for you to manage. You'll get that and you'll be, you you're not managing for free. You're going to get man management, but you want to get investments. Like you want to build equity and, whatever. Then, ⁓ this may, it may be worth talking to Brian, having a conversation and, ⁓ and then. You know, if you're listening to this and you're struggling in your business, you like want to have capacity, you're getting your burnt out currently, you want systems, you want to figure out growth, which is not a hard problem to figure out and just getting some doors locally, third party or whatnot, then reach out to reach out to us at DoorGrowth. So how can they reach you, Brian? Brian Seidensticker (28:36) Well, the easiest thing is go to lastbestpartners.com. There's a contact link there. Reach out. It goes to me and my right-hand person. So you'll be speaking to one of the two people that you eventually talk to anyway. And that way, you'll get a reply as quick as possible. Jason Hull (28:57) Awesome. Cool. Anything else you wanted to add before we wrap up? Brian Seidensticker (29:01) No, I guess, you know, on the on the topic of what are we not looking for? So if you're if you're listening right now and you're like, you know, I might be able to use them, but I got I got capital. I don't need them. I am at five hundred units. You know, why would I want to then don't. Jason Hull (29:06) Yeah. Brian Seidensticker (29:19) It's fine, right? You've got the running solution. That's not the type of partnership that I think will be successful for both of us. And so kudos to those that have got to that point. ⁓ But I guess no need to reach out to us to try and find something that may not be there. Jason Hull (29:39) Got it, yeah, awesome. Cool, well anybody listening, if you've ever felt stuck or stagnant, you wanna take your business to next level, check us out at doorgrow.com. For a free training on how to get unlimited leads for free, text the word leads to 512-648-4608. Also join our free Facebook community just for property management business owners by going to doorgrowclub.com. And if you want tips, tricks, ideas, and to learn about our offers, subscribe to our newsletter by going to doorgrow.com slash subscribe. And if you found this even a little bit helpful, don't forget to subscribe on whatever channel you saw this on and leave us a review. We would really appreciate it. And until next time, remember the slowest path to growth is to do it alone. So let's grow together. Bye, everyone.
Sergei Guk delves into the founding and growth of RestorationHQ, emphasizing the pivotal role of relationships and company culture. He discusses the impact of culture coaches and the dynamics between family and team in business. Sergei addresses management challenges, the influence of ego, and the transition from residential to commercial restoration. He shares insights on implementing EOS to optimize systems and the importance of coaching throughout business phases. Sergei's experiences with the Entrepreneurs Organization provide valuable lessons, and he offers perspectives on AI's impact on future jobs. Concluding with advice to his younger self, Sergei provides ways to connect.
From Olympic sprinter to trusted advisor helping entrepreneurs save millions in taxes, David Flores Wilson shares proven strategies for QSBS planning, equity compensation design, and preparing business owners for successful exits both financially and personally. In this episode of the DealQuest Podcast, host Corey Kupfer sits down with David Flores Wilson, CFA, CFP, Managing Partner at Sinceres, who advises entrepreneurs and business owners in New York City on personal financial planning from formation to exit and beyond. David is a multiple Investopedia Top 100 Financial Advisor whose guidance has appeared in CNBC, Yahoo Finance, the New York Times, US News and World Report, and Investment News. WHAT YOU'LL LEARN: In this episode, you'll discover how QSBS planning can potentially exclude $10 million to $70 million or more in capital gains from taxes when structured correctly, why LLC to C Corp conversion timing creates dramatic differences in tax outcomes, and how QSBS stacking through non-grantor trusts multiplies exclusions. David shares why equity compensation plans often fail to motivate the specific people they target and what questions to ask before choosing a vehicle. You'll also learn about the personal readiness component of exit planning that determines whether entrepreneurs thrive or struggle after selling their businesses. DAVID'S JOURNEY: David's path to financial planning started with entrepreneurial instincts in an unexpected place. Growing up in Guam, he ran a comic book arbitrage business as a kid, discovering price differences between local stores and mainland mail-order catalogs. His father was a CPA with a home office, and despite wanting nothing to do with accounting, David absorbed financial concepts through osmosis that would later prove invaluable. After college at UC Berkeley, David joined Lehman Brothers and worked through the financial crisis. During that time, colleagues started coming to him with financial planning questions, and he realized helping people with their money was his true passion. He sat on that realization for years before eventually transitioning to financial planning. When Covid hit in 2020, David and his partner Dan Ryan launched Sinceres, and the firm has been growing since. OLYMPICS LESSON: David represented Guam in track and field at the 1996 Atlanta Olympics, competing in the 200 and 400 meters. The experience taught him something crucial about career selection. Unlike running, where pushing harder brings diminishing returns and constant injury risk, financial planning offers the opportunity to improve incrementally every single day. That compounding knowledge approach now drives how he serves clients. KEY INSIGHTS: QSBS planning stands out as potentially the most powerful tax planning tool for qualifying entrepreneurs. C Corps meeting holding period and active business requirements can exclude $10 million in gains, or 10 times basis for older shares, with new legislation increasing that to $15 million. The planning becomes even more powerful with LLC conversions where market value at conversion becomes the QSBS basis. The biggest mistake with equity compensation involves choosing vehicles based on what owners like rather than what motivates specific employees. "Equity" can mean participation in profits, upside potential, a seat at the table, or financial disclosure. Different people value these differently, and the best planning starts with understanding objectives before selecting tools. Exit planning involves three components that David implements from the first meeting with business owners. Getting personally ready addresses what provides purpose after selling. Getting financially ready ensures the numbers work. Getting business ready covers everything from customer concentration to management team development. The recent One Big Beautiful Bill Act has changed QSBS holding periods, SALT deductions, and AMT rules. Business owners should review their planning with advisors rather than assuming previous strategies still apply. Perfect for entrepreneurs considering entity structure decisions, business owners thinking about exit planning, and anyone interested in tax-efficient wealth building strategies. FOR MORE ON THIS EPISODE: https://www.coreykupfer.com/blog/davidfloreswilson FOR MORE ON DAVID FLORES WILSON: https://www.planningtowealth.com https://www.linkedin.com/in/davidfloreswilson/ FOR MORE ON COREY KUPFER https://www.linkedin.com/in/coreykupfer/ https://www.coreykupfer.com/ Corey Kupfer is an expert strategist, negotiator, and dealmaker. He has more than 35 years of professional deal-making and negotiating experience. Corey is a successful entrepreneur, attorney, consultant, author, and professional speaker. He is deeply passionate about deal-driven growth. He is also the creator and host of the DealQuest Podcast. Get deal-ready with the DealQuest Podcast with Corey Kupfer, where like-minded entrepreneurs and business leaders converge, share insights and challenges, and success stories. Equip yourself with the tools, resources, and support necessary to navigate the complex yet rewarding world of dealmaking. Dive into the world of deal-driven growth today! Episode Highlights with Timestamps: [00:00] - Introduction: David Flores Wilson's credentials and areas of expertise [02:55] - Growing up in Guam with a comic book arbitrage business and CPA father [07:58] - Representing Guam at the 1996 Atlanta Olympics and career lessons from athletics [09:28] - QSBS fundamentals: Exclusions, holding periods, and qualifying business requirements [10:45] - LLC to C Corp conversions and the basis multiplication strategy [11:40] - QSBS stacking through non-grantor trusts and family gifting [19:40] - Equity compensation design: Why attraction, retention, and incentive vehicles often miss the mark[28:37] - Journey from Lehman Brothers through the financial crisis to launching Sinceres [31:59] - Exit planning framework: Personal, financial, and business readiness [41:27] - Recent tax law changes from the One Big Beautiful Bill Act [44:09] - What freedom means: Making impact through continuous improvement Guest Bio David Flores Wilson, CFA, CFP, is Managing Partner at Sinceres, advising entrepreneurs and business owners in New York City on personal financial planning from formation to exit and beyond. His areas of expertise include qualified small business stock planning, business exit planning, and equity compensation planning. David is a multiple Investopedia Top 100 Financial Advisor whose guidance has appeared in CNBC, Yahoo Finance, the New York Times, US News and World Report, and Investment News. He represented Guam in the 1996 Atlanta Olympic Games and sits on the Board of Directors as treasurer of the Lower East Side Girls Club. David is active in Entrepreneurs Organization, the Estate Planning Council of New York City, Advisors in Philanthropy, and the Exit Planning Institute. Host Bio Corey Kupfer is an expert strategist, negotiator, and dealmaker with more than 35 years of professional deal-making and negotiating experience. Corey is a successful entrepreneur, attorney, consultant, author, and professional speaker deeply passionate about deal-driven growth. He is the creator and host of the DealQuest Podcast. Show Description Do you want your business to grow faster? The DealQuest Podcast with Corey Kupfer reveals how successful entrepreneurs and business leaders use strategic deals to accelerate growth. From large mergers and acquisitions to capital raising, joint ventures, strategic alliances, real estate deals, and more, this show discusses the full spectrum of deal-driven growth strategies. Get the confidence to pursue deals that will help your company scale faster. Related Episodes Episode 325 - Kelly Finnell: Using ESOPs in Ownership Succession Planning Episode 350 - Tom Dillon: Understanding Business Valuation and Exit Planning Realities Episode 328 - Richard Manders: Post-Exit Transitions and What Comes After Selling Your Business Episode 339 - Solocast 74: Equitizing Key Employees and Succession Planning Strategies Follow DealQuest Podcast: LinkedIn: https://www.linkedin.com/in/coreykupfer/ Website: https://www.coreykupfer.com/ Follow David Flores Wilson: Website: https://www.planningtowealth.com Keywords/Tags QSBS planning, qualified small business stock, business exit planning, equity compensation, entrepreneur tax strategy, LLC vs C Corp, financial planning for business owners, exit planning institute, tax-efficient wealth building, business succession planning, capital gains exclusion, non-grantor trusts, C corporation conversion, equity incentive plans, entrepreneur financial advisor
FranBridge is led by its Founder, Jon Ostenson, a top 1% Franchise Consultant in the US, and a frequent contributor on franchising across a variety of outlets and publications. Jon is a multi-brand franchisee himself, and along with his business partners, he has great operators leading these ventures. As a result, he is able to commit over 90% of his time to helping others achieve their own dreams of freedom and wealth generation through business ownership. Prior to FranBridge, Jon was the President of ShelfGenie, a national franchise system with 200 locations. Before he began his franchising career with ShelfGenie, Jon spent 15 years in the corporate world, most recently as the Vice President of Sales for Carter's Inc., responsible for over $350M in annual sales. Jon began his career as a Consultant with Accenture, often working internationally on behalf of clients. Jon serves on the Board of the Entrepreneurs Organization and is active in supporting charitable organizations, including Growing Leaders and Hope International. Jon has BBA and MBA degrees from the University of Georgia and lives in Atlanta, where he and his wife, Jenny, have 3 children and are very active in the community.
Derek chats with entrepreneur, author, and consultant Marissa Levin about highlights from her entrepreneurial journey and how to build an amazing culture.As a 25 year CEO and Entrepreneur of a multi-million dollar business, she has taken on the challenge to “educate, equip, and empower” 100 million fellow entrepreneurs and leaders across the globe. Throughout her career Levin has been named a SmartCEO three times, named one of Washington's Top 100 Technology Titans in 2009, and serves on the Global Communications Committee of Entrepreneurs Organization (the largest global organization of entrepreneurs with 13,000 members). She is also the author of a number 1 best selling book, “Built to SCALE: How Top Companies Create Breakthrough Growth Through Exceptional Advisory Boards”.SCI is a global corporate culture consultancy that leads organizations undergoing significant transformation through a proven model to define, stabilize, and strengthen organizational cultures. SCI also works with emerging companies to help define their corporate cultures so that they can attract, hire, and retain the best talent.Marissa and her co-founder have more than 50 years of experience helping organizations build their most engaging, productive cultures, implement supporting human resources strategies, and develop transformational leaders and teams. They share a passion for building positive, extraordinary environments where employees love to work and contribute to their organizations' success.
Coach Trent meets again with Brant Pinvidic again in Grand Rapids, MI before his event with the @Entrepreneurs Organization of West Michigan. We break down the trip that Brant took around the world in one year, and the lessons of humanity.
Sometimes the people who rise to the top aren't the kindest, most talented, or most deserving. But here's the good news….you don't have to be a narcissist or a bully to use that same confidence to your advantage. In today's conversation, Lo sits down with powerhouse entrepreneur Anna Crowe, founder and CEO of Crowe PR, best-selling author, and the first female president of the San Diego chapter of Entrepreneurs Organization. Born in Russia and raised in New York, Anna shares the story of building her life and career from the ground up. From overcoming imposter syndrome and surviving cancer twice to leading a nationally recognized PR agency and raising a family with the same passion she brings to business. Anna opens up about the characteristics that helped her succeed, the setbacks that shaped her, and her philosophy of treating every role in life — motherhood, marriage, friendship, leadership — as a venture worth investing in. Her candor is refreshing, her insights are practical, and her resilience is inspiring. Whether you're an entrepreneur or simply navigating your own personal journey, this episode will challenge the way you see confidence, self-advocacy, and the business of living a meaningful life. Learn more about your ad choices. Visit megaphone.fm/adchoices
Sometimes the people who rise to the top aren't the kindest, most talented, or most deserving. But here's the good news….you don't have to be a narcissist or a bully to use that same confidence to your advantage. In today's conversation, Lo sits down with powerhouse entrepreneur Anna Crowe, founder and CEO of Crowe PR, best-selling author, and the first female president of the San Diego chapter of Entrepreneurs Organization. Born in Russia and raised in New York, Anna shares the story of building her life and career from the ground up. From overcoming imposter syndrome and surviving cancer twice to leading a nationally recognized PR agency and raising a family with the same passion she brings to business. Anna opens up about the characteristics that helped her succeed, the setbacks that shaped her, and her philosophy of treating every role in life — motherhood, marriage, friendship, leadership — as a venture worth investing in. Her candor is refreshing, her insights are practical, and her resilience is inspiring. Whether you're an entrepreneur or simply navigating your own personal journey, this episode will challenge the way you see confidence, self-advocacy, and the business of living a meaningful life. Learn more about your ad choices. Visit megaphone.fm/adchoicesSee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
What is the power of providing unique experiences?Today, Dan chats with the Co-Founders of Reset Hotels, Ben Uyeda and Adam Wininger, about their unique hotel venture designed for the next generation of conscious travelers. Ben and Adam share insights from their journey in hospitality, emphasizing the importance of midweek group bookings for corporate and wellness retreats, and creating meaningful, immersive experiences in the vast, open spaces of Joshua Tree. The conversation explores the concept of 'reset' in hospitality, the value of modular construction in remote areas, and future visions including art installations, unique retreats, and potentially an interplanetary hotel. Join the conversation as they discuss how thoughtful design and unique experiences can transform simple stays into unforgettable journeys.Takeaways:Excellence in hospitality (and any field) comes from attention to detail and continuous improvement—strive to perfect the small things, not just the big vision.Make sure you're intentional about the guest experience. Always consider how you want people to feel during and after their experience with you, whether in hospitality, business, or daily life.Prioritize midweek group and retreat bookings. They are a key driver of business success.Be willing to evolve your ideas and operations as you learn from real-world experience. The best concepts often emerge from adapting to changing circumstances.Move beyond generic spaces—offer unique, authentic moments (like outdoor activities, art installations, or surprise elements) that guests will remember and share.Design experiences that encourage genuine interaction, such as group hikes, yoga at sunset, or shared reading materials.Make it easy to deliver “magical” experiences by building thoughtful, repeatable systems (e.g., providing thank you cards and mailing them for guests).Quote of the Show: ”I've always thought of hospitality as the craft of the welcome.” - Ben Uyeda“ We fully intend to do all that. Just creating little moments of surprise for people out in the desert.” - Adam WiningerLinks:LinkedIn: https://www.linkedin.com/in/ben-uyeda-6927215/ LinkedIn: https://www.linkedin.com/in/adam-w1818654323333/ Website: https://www.stayreset.com/ Instagram: https://www.instagram.com/reset.hotel/ Shout Outs:1:16 - Entrepreneurs Organization https://eonetwork.org/ 2:48 - HD Vegas https://hdexpo.hospitalitydesign.com/ 8:24 - U2 https://en.wikipedia.org/wiki/U2 8:28 - Meadowlands Arena https://en.wikipedia.org/wiki/Meadowlands_Arena 9:32 - Hype Beast https://hypebeast.com/ 19:09 - Burning Man https://burningman.org/ 24:29 - W Hotels https://w-hotels.marriott.com/ 24:35 - SoulCycle https://www.soul-cycle.com/ 28:06 - Rick Rubin https://en.wikipedia.org/wiki/Rick_Rubin 29:30 - Jesse Itzler https://en.wikipedia.org/wiki/Jesse_Itzler 32:21 - Will Guidara https://en.wikipedia.org/wiki/Will_Guidara 33:24 - NoMad Library https://nomadlasvegas.mgmresorts.com/en/restaurants/nomad-library.html 35:27 - Eleven Madison Park https://www.elevenmadisonpark.com/ 38:22 - Storm King https://welcome.stormking.org/ 43:23 - Goose https://www.goosetheband.com/ 46:00 - Mass MoCA https://massmoca.org/ 46:26 - Pappy and Harriet's https://pappyandharriets.com/ 48:12 - Post Ranch Inn https://postranchinn.com/ 48:21 - Chateau Marmont https://www.chateaumarmont.com/ 55:29 - YPO https://www.ypo.org/
In this episode, Janet Carlson—CEO and Creative Director of 1.11 Group—takes us on a journey through three decades of fearless entrepreneurship. From learning negotiation skills at just 9 years old to building the first pharmaceutical website without any prior experience, Janet's story is a testament to grit, innovation, and the power of reinvention.She opens up about losing 98% of her business after 9/11 and rebuilding with the help of an SBA loan, creating groundbreaking programs for healthcare professionals, and transforming pharma brand planning with AI. Along the way, Janet shares how she's balanced business and family, including the decision to adopt a third child during COVID, and how running, reading, and boxing fuel her creativity and strength. With unwavering support from her father and husband, and the guidance of the Entrepreneurs Organization, Janet reminds us that when things get tough, there's always a way forward—if you're willing to pivot, ask for help, and keep going.Please visit www.internationalfacilitatorsorganization.com to learn more about Mo Fathelbab and International Facilitators Organization (IFO), a leading provider of facilitators and related group facilitation services, providing training, certification, marketing services, education, and community for peer group facilitators at all stages of their career.
Paige Velasquez Budde is a veteran marketer, entrepreneur, author and keynote speaker.She is a co-founding partner and the CEO of Zilker Media, an Austin-based agency that builds trusted companies and leaders. During her tenure as CEO, the Austin Business Journal has named Zilker Media one of the city's fastest-growing companies as well as one of its best places to work, two years in a row. It has also been listed on Austin Inno's list of “Coolest Companies.”Paige is the author of the forthcoming book The Strategic Business Influencer: How to Build a Big Brand with a Small Budget (launching November 2025), which offers a research-backed framework to help business leaders create scalable, trust-based influence, even without big budgets. The book includes case studies from entrepreneurs across multiple industries and introduces Paige's signature concept: the Influence ID.She speaks to leaders about strategic business influence and people-driven marketing at many conferences and corporate events, including organizations such as Ernst & Young, JPMorgan Chase, Harvard Medical School, The University of Texas, Camp Gladiator, Entrepreneurs Organization, and the Women Presidents Organization. She delivered a TEDx Talk at the University of Texas Business School in March 2023. Her approach to people-driven marketing has been featured in media outlets such as Inc., Thrive Global, KevinMD, Texas CEO Magazine, Authority Magazine, Business News Daily, and Business.com.She has led marketing campaigns and strategies for some of the world's most recognized authorities. She has been named a finalist for the Austin Business Journal's Women in Business and Austin Under 40.Paige is passionate about community involvement and volunteers her time with several organizations. One is Texas Tower, a collegiate publicity organization for her alma mater, the University of Texas at Austin, where Paige teaches students about the PR and marketing industry. Paige loves spending time mentoring aspiring women entrepreneurs and leaders through programs like Kendra Scott's Entrepreneurial Leadership Institute at The University of Texas at Austin and ABBA's Emerging Leaders Initiative. She is also a member of Entrepreneurs Organization, Women Presidents Organization, C12, and the Austin Business Journal BizWomen Leadership Council. She resides west of Austin in Dripping Springs with her husband, Jordan and son, Landry.To learn more about her book and resources, visit www.paigevelasquezbudde.comhttps://zilkermedia.com/Influential Entrepreneurs with Mike Saundershttps://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/Source: https://businessinnovatorsradio.com/interview-with-paige-velasquez-budde-co-founding-partner-and-ceo-of-zilker-media
Paige Velasquez Budde is a veteran marketer, entrepreneur, author and keynote speaker.She is a co-founding partner and the CEO of Zilker Media, an Austin-based agency that builds trusted companies and leaders. During her tenure as CEO, the Austin Business Journal has named Zilker Media one of the city's fastest-growing companies as well as one of its best places to work, two years in a row. It has also been listed on Austin Inno's list of “Coolest Companies.”Paige is the author of the forthcoming book The Strategic Business Influencer: How to Build a Big Brand with a Small Budget (launching November 2025), which offers a research-backed framework to help business leaders create scalable, trust-based influence, even without big budgets. The book includes case studies from entrepreneurs across multiple industries and introduces Paige's signature concept: the Influence ID.She speaks to leaders about strategic business influence and people-driven marketing at many conferences and corporate events, including organizations such as Ernst & Young, JPMorgan Chase, Harvard Medical School, The University of Texas, Camp Gladiator, Entrepreneurs Organization, and the Women Presidents Organization. She delivered a TEDx Talk at the University of Texas Business School in March 2023. Her approach to people-driven marketing has been featured in media outlets such as Inc., Thrive Global, KevinMD, Texas CEO Magazine, Authority Magazine, Business News Daily, and Business.com.She has led marketing campaigns and strategies for some of the world's most recognized authorities. She has been named a finalist for the Austin Business Journal's Women in Business and Austin Under 40.Paige is passionate about community involvement and volunteers her time with several organizations. One is Texas Tower, a collegiate publicity organization for her alma mater, the University of Texas at Austin, where Paige teaches students about the PR and marketing industry. Paige loves spending time mentoring aspiring women entrepreneurs and leaders through programs like Kendra Scott's Entrepreneurial Leadership Institute at The University of Texas at Austin and ABBA's Emerging Leaders Initiative. She is also a member of Entrepreneurs Organization, Women Presidents Organization, C12, and the Austin Business Journal BizWomen Leadership Council. She resides west of Austin in Dripping Springs with her husband, Jordan and son, Landry.To learn more about her book and resources, visit www.paigevelasquezbudde.comhttps://zilkermedia.com/Influential Entrepreneurs with Mike Saundershttps://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/Source: https://businessinnovatorsradio.com/interview-with-paige-velasquez-budde-co-founding-partner-and-ceo-of-zilker-media
Jon Ostenson is a top 1% Franchise Consultant, multi-brand franchisee, and Founder of FranBridge. A former President of ShelfGenie and VP of Sales at Carter's Inc., he brings deep expertise in business growth and franchise operations. With a background in consulting at Accenture, Jon now helps entrepreneurs achieve financial freedom through franchising. He serves on the Board of the Entrepreneurs Organization and supports various charitable causes. CONNECT WITH HIM https://franbridgeconsulting.com/ Subscribe to this channel now! https://www.youtube.com/user/lunidelouis/?sub_confirmation=1 ---------------------------------------------------- Join our exclusive Facebook group @ https://www.facebook.com/groups/339709559955223 --------------------------------------------------- Looking for accountability to do your morning routine -- join us tomorrow morning, it's FREE: https://bestmorningroutineever.com/ -----------------------------------------------------
It's not every day you get to Zoom with Martha Stewart — the original influencer long before Instagram was even a thing. I was honored to be able to hear her speak this week through the Entrepreneurs Organization sharing her wisdom. She is so inspiring! Did you know she is 83-years-old? Whaaaaat??? I recently watched her Netflix documentary, which gave me a whole new level of respect for her legacy. Here were some key takeaways: ✅ One of the only female stockbrokers on Wall Street in the 1960s ✅ A self-made lifestyle empire ✅ And a masterclass in reinvention after public scrutiny Can you even imagine being a female on Wall Street in the 60s? She rocked at it too! Hearing her speak live was equal parts wisdom, wit, and wow. Here are a few of my favorite quotes from her from the event: 1️⃣ “Authenticity is the key to a successful personal brand.” 2️⃣ “My association with Snoop is invaluable. It's expanded my demographic.” 3️⃣ “We are all individuals. We all have a job to do, and we get on with our day.” (On navigating male-dominated spaces) 4️⃣ “Sears was the original Amazon. They just didn't know how to capitalize on it like Jeff Bezos.” 5️⃣How does she handle scrutiny? “Ignore it. If they criticize one selfie, take another!” 6️⃣ “I had $1.6 billion I could've spent on Madison Avenue. Instead, I went to work.” At age 83, Martha is still creating, innovating, and unapologetically herself. What an inspiration to women everywhere! I can only hope to still be inspiring at that age! I share more about Martha's journey on the latest episode of the DO IT MY WAY Podcast!
In this episode, Pascal sits down with Brian Brault, a leadership development expert who runs programs at MIT with the Entrepreneurs Organization, to explore how leadership has fundamentally evolved in our rapidly changing world. Brian shares insights on the shift from traditional “smartest person in the room” leadership to emotionally intelligent, authentic leadership that prioritizes building teams and genuinely caring for people. The conversation delves into the fascinating duality modern leaders face: being vulnerable and empathetic with human teams while maintaining strict control and boundaries when managing AI agents and systems. Brian emphasizes the critical difference between “being vulnerable” and “leading with vulnerability,” explaining how authentic leaders can acknowledge uncertainty while still providing direction and commitment. The discussion covers the future of organizational structures, the continuing importance of middle management despite Silicon Valley trends, and practical advice for leaders navigating the “messy middle” of technological disruption. Brian concludes with actionable guidance for emerging and established leaders looking to adapt their leadership style, including the power of mentorship and leveraging personal strengths rather than focusing on weaknesses.Timestamps:00:00 Introduction and Leadership Evolution01:10 The Shift from IQ to EQ in Leadership04:00 Trust, Authenticity, and Stakeholder Balance05:50 The AI Leadership Paradox: Humans vs Machines09:17 Data Accuracy and Decision-Making in the AI Era11:35 Outdated vs Essential Leadership Skills12:22 Brian's Story: Learning to Lead Without All the Answers16:17 Creating Organizations of Leaders, Not Followers17:44 Leading Into the Unknown and Career Transitions21:48 Building Empowered Teams and Strategic Clarity22:15 The Future of Organizational Structure and Middle Management26:24 Defining Vulnerable vs Leading with Vulnerability28:57 Practical Advice for Adapting Leadership Style33:40 Where to Find Brian and Legacy of Significance↗ Brian's company: Legacy of Significance↗ Connect with Brian on LinkedIn
FranBridge is led by its Founder, Jon Ostenson, a top 1% Franchise Consultant in the US, and a frequent contributor on franchising across a variety of outlets and publications. Jon is a multi-brand franchisee himself, and along with his business partners, he has great operators leading these ventures. As a result, he can commit over 90% of his time to helping others achieve their dreams of freedom and wealth generation through business ownership.Before FranBridge, Jon was the President of ShelfGenie, a national franchise system with 200 locations. Before he had his start in franchising with ShelfGenie, Jon spent 15 years in the corporate world, most recently as the Vice President of Sales for Carter's Inc., responsible for over $350M in annual sales. Jon began his career as a Consultant with Accenture, often working internationally on behalf of clients. Jon serves on the Board of the Entrepreneurs Organization and is active in supporting charitable organizations such as Growing Leaders and Hope International. Jon has BBA and MBA degrees from the University of Georgia and lives in Atlanta, where he and his wife, Jenny, have 3 children and are very active in the community.Connect with Jon Ostenson:Website: https://franbridgeconsulting.com/ LinkedIn: https://www.linkedin.com/in/jonostenson/ Facebook: https://www.facebook.com/JonOstenson1/ Twitter: https://twitter.com/Jon_Ostenson YouTube: https://www.youtube.com/@JonOstensonFBC TurnKey Podcast Productions Important Links:Guest to Gold Video Series: www.TurnkeyPodcast.com/gold The Ultimate Podcast Launch Formula- www.TurnkeyPodcast.com/UPLFplusFREE workshop on how to "Be A Great Guest."Free E-Book 5 Ways to Make Money Podcasting at www.Turnkeypodcast.com/gift Ready to earn 6-figures with your podcast? See if you've got what it takes at TurnkeyPodcast.com/quizSales Training for Podcasters: https://podcasts.apple.com/us/podcast/sales-training-for-podcasters/id1540644376Nice Guys on Business: http://www.niceguysonbusiness.com/subscribe/The Turnkey Podcast: https://podcasts.apple.com/us/podcast/turnkey-podcast/id1485077152
In this powerful episode, Dan Heuertz takes us on a journey through decades of entrepreneurial highs and lows—from launching his first bar in college to building and exiting businesses in the restaurant and hotel industries. Along the way, he shares the critical lessons that shaped him, including how a paper route taught him the power of consistency and how intuition helped him navigate shifting market demands.A 25-year member of Entrepreneurs Organization, Dan opens up about the profound impact of forum—a peer group experience he calls “sacred.” He reveals how these confidential, trusted relationships helped him survive the darkest moments of his career, including betrayal by a close business partner. For Dan, forum has been a space for raw vulnerability, deep connection, and powerful growth.Today, he channels his experience into his work as an EOS implementer, helping leadership teams clarify their vision and execute with purpose. He's also launched a new venture with his son publishing “skinny books” that help entrepreneurs distill and share their hard-earned wisdom.This episode is a must-listen for anyone seeking community, clarity, and courage in their business journey.If you're an entrepreneur searching for connection, explore the power of peer groups like EO forum. You don't have to grow alone.Please visit www.internationalfacilitatorsorganization.com to learn more about Mo Fathelbab and International Facilitators Organization (IFO), a leading provider of facilitators and related group facilitation services, providing training, certification, marketing services, education, and community for peer group facilitators at all stages of their career.
Brandon is the Founder and CEO of AURA, a firm specializing in providing fractional controllers and CFO services to marketing agencies. With over 15 years of professional experience, Brandon helps marketing agencies scale and become more profitable by understanding the value of accurate data around their decision-making process. AURA has had several clients successfully sell with eight figure exits, and their professional experience eclipses nine figure businesses. Brandon is the treasurer of the Newport Beach Police Foundation, along with a member of the Entrepreneurs Organization where he serves on the Strategic Alliance Partners committee. In his spare time, Brandon loves to spend time with his three rambunctious young boys, as they drive the coast in search of a new park to explore. -- Critical Mass Business Talk Show is Orange County, CA's longest-running business talk show, focused on offering value and insight to middle-market business leaders in the OC and beyond. Hosted by Ric Franzi, business partner at REF Orange County.
In this episode of Money Tales, our guest is John Anderson. What happens when the rockstar lifestyle starts to feel more like a death sentence than a dream? For John, the parties, the wealth, and the wine cellar full of excuses were all just masks for something much darker. He had it all—or so it seemed—until two tragic losses and one haunting realization stopped him in his tracks: If I don't change, I'm next. This is a conversation about money, privilege, and the moment you realize that real wealth isn't what's in your bank account—it's in the life you choose to live. John Anderson is a lifelong business strategist and entrepreneur. Through his published book Replace Retirement: Living Your Legacy in the Exponential Age, and in his coaching business Anderson shares his passion for living the second half of life better than the first half. For 30 years he has coached CEOs and executive teams in developing clear, measurable goals underpinned with structures and insights to achieve both professional and personal success. Anderson's entrepreneurial spirit has guided much of his professional life starting in the office furniture industry where he built, then sold, a leading office furniture dealership. He was the first coach to work with Verne Harnish, during the time Harnish developed Scaling Up, now considered one of the leading executive coaching organizations. Anderson is active in corporate speaking and coaching and has equity in a variety of entrepreneurial companies. The focus of his current work is developing holistic plans for individual executives utilizing the Exponential Leader Practice. In the late 90's John Anderson founded the Detroit Chapter of the Entrepreneurs Organization, was recognized by Michigan's Future 50 award, “Today's Workplace of Tomorrow” award, and in Crain's list of Forty under Forty. He served on the Leadership Oakland board, the Oakland County Business Roundtable and is considered one of the most networked entrepreneurs in the region. Anderson started his career with IBM.
Investor Fuel Real Estate Investing Mastermind - Audio Version
In this episode of the Real Estate Pros podcast, host Michael Stansbury interviews Andy Hubba, a seasoned real estate professional based in Virginia Beach. Andy shares his journey from a finance background to becoming a successful real estate broker and investor. He discusses the importance of finding a niche in the real estate market, particularly in connecting wholesalers with investors. The conversation also touches on Andy's personal life, values, and the significance of networking through organizations like the Entrepreneurs Organization. Listeners will gain insights into the real estate ecosystem and the importance of building meaningful relationships in business. Professional Real Estate Investors - How we can help you: Investor Fuel Mastermind: Learn more about the Investor Fuel Mastermind, including 100% deal financing, massive discounts from vendors and sponsors you're already using, our world class community of over 150 members, and SO much more here: http://www.investorfuel.com/apply Investor Machine Marketing Partnership: Are you looking for consistent, high quality lead generation? Investor Machine is America's #1 lead generation service professional investors. Investor Machine provides true ‘white glove' support to help you build the perfect marketing plan, then we'll execute it for you…talking and working together on an ongoing basis to help you hit YOUR goals! Learn more here: http://www.investormachine.com Coaching with Mike Hambright: Interested in 1 on 1 coaching with Mike Hambright? Mike coaches entrepreneurs looking to level up, build coaching or service based businesses (Mike runs multiple 7 and 8 figure a year businesses), building a coaching program and more. Learn more here: https://investorfuel.com/coachingwithmike Attend a Vacation/Mastermind Retreat with Mike Hambright: Interested in joining a “mini-mastermind” with Mike and his private clients on an upcoming “Retreat”, either at locations like Cabo San Lucas, Napa, Park City ski trip, Yellowstone, or even at Mike's East Texas “Big H Ranch”? Learn more here: http://www.investorfuel.com/retreat Property Insurance: Join the largest and most investor friendly property insurance provider in 2 minutes. Free to join, and insure all your flips and rentals within minutes! There is NO easier insurance provider on the planet (turn insurance on or off in 1 minute without talking to anyone!), and there's no 15-30% agent mark up through this platform! Register here: https://myinvestorinsurance.com/ New Real Estate Investors - How we can work together: Investor Fuel Club (Coaching and Deal Partner Community): Looking to kickstart your real estate investing career? Join our one of a kind Coaching Community, Investor Fuel Club, where you'll get trained by some of the best real estate investors in America, and partner with them on deals! You don't need $ for deals…we'll partner with you and hold your hand along the way! Learn More here: http://www.investorfuel.com/club —--------------------
The Business of Meetings – Episode 267: From Token to Transformative: Making Boards Work with Marc Stockli We are thrilled to welcome Marc Stockli, an accomplished entrepreneur from Switzerland, as our guest today. With over 20 years of business experience, Marc has chaired the Global Board of the Entrepreneurs Organization and has also become an author. Join us as Marc shares his journey and gives us a sneak peek into his upcoming book, Make Boards Work. Bio: Marc Stockli: Marc O. Stockli has benefited from a unique perspective for many years in developing and writing this book. Marc has also been a public speaker to thousands of entrepreneurs in more than 30 countries. Marc has been exposed to board work from early on in his career. First, as a young investment banker, and later a strategy consultant for world-renowned professional services firms. Later on, as an entrepreneur and investor. In sum, he has prepared for, attended, and reflected on about 200 board meetings overall. This profound experience has been gained globally, allowing Marc to provide unique insights and disclose hidden opportunities. Marc O. Stockli is a co-founder and former CEO of Totemo, whose cybersecurity products are used by 1,500 corporations and more than 3.5 million licensed users. Totemo was sold to Palo Alto-based Kiteworks in December 2021. Marc is an active investor, board member, and coach for entrepreneurial companies and teams in technology and financial services. He acts in such capacity for Amwell (IPO on NYSE in September 2020), Beekeeper, Merantix, Lucy Security (sold to ThriveDX in February 2022), Vara, CleanHub, or Format Vermögen & Anlagen, to name but a few. Previously, Marc worked in corporate finance in Hong Kong, Tokyo, and New York, as well as strategy consulting with BCG. He holds a law degree from the University of St. Gallen HSG and an MBA from the Wharton School at the University of Pennsylvania. Marc recently served as the Global Chairman of the Entrepreneurs' Organization (“EO”, more than 19,000 members in more than 70 countries). Connect with Eric Rozenberg On LinkedIn Facebook Instagram Website Subscribe to The Business of Meetings newsletter Listen to The Business of Meetings podcast Connect with Marc Stockli On LinkedIn
summary In this episode, Denise Thompson and John DiJulius discuss the importance of creating a zero-risk environment in customer service. They share personal experiences and examples from companies like Warby Parker and Amazon, emphasizing the need for businesses to anticipate service failures and empower employees to resolve issues effectively. The conversation also covers strategies for training staff, handling customer complaints, and the significance of service recovery in building customer loyalty. takeaways Zero risk means making it easy for customers to do business. Companies can screw up but must make it right. Anticipating where service failures occur is crucial. Empowering employees leads to better customer satisfaction. Training should focus on common service failure points. Listening to customers is key to resolving complaints. Service recovery can enhance customer loyalty. Celebrating employee successes in customer service is important. Feedback from customers should be documented and analyzed. Understanding customer needs goes beyond their literal questions. Chapters 00:00Introduction to Customer Service Excellence 02:15Understanding Zero Risk Companies 05:51Identifying Common Service Failures 12:21Empowering Employees for Customer Satisfaction 16:03Implementing Effective Recovery Strategies 21:44Learning from Customer Feedback and Complaints Links: 2025 Livestream Workshops, Zero Risk Register now! https://thedijuliusgroup.com/livestream-2025/ Presentation Skills Workshop https://thedijuliusgroup.com/project/presentation-skills/ Sign up for our Weekly E-Service Newsletter: https://thedijuliusgroup.com/event-form/newsletter/ The DiJulius Group https://thedijuliusgroup.com Customer Experience Executive Academy https://thedijuliusgroup.com/project/cx-executive-academy/ Employee Experience Executive Academy https://thedijuliusgroup.com/project/exea/ Our new best-selling book, The Employee Experience Revolution https://thedijuliusgroup.com/product/the-employee-experience-revolution-pre-sale/ Schedule a call to learn more about The DiJulius Group Consulting and Training tdg.click/claudia Follow and Review: We'd love for you to subscribe and follow us if you haven't yet! John DiJulius is considered "The Authority" on customer experience. His keynote presentations have motivated and inspired audiences from Entrepreneurs Organization, YPO, Nestle and Marriott to Chick-Fil-A and many more. His real life stories are lessons long remembered by attendees. Learn more about John and how to book him for your next event at: https://johndijulius.com/ The DiJulius Group provides Customer Service content, education, consulting, and training, to ensure our clients become the brand their customers and employees cannot live without. If you want happy employees, happy customers and happy shareholders, connect with us: Facebook: https://www.facebook.com/thedijuliusgroup LinkedIn: https://www.linkedin.com/company/the-dijulius-group/
Find out more at https://franbridgeconsulting.com/FranBridge is led by its Founder, Jon Ostenson, a top 1% Franchise Consultant in the US, and frequent contributor on franchising across a variety of outlets and publications. Jon is a multi-brand franchisee himself, and along with his business partners, he has great operators leading these ventures. As a result, he is able to commit over 90% of his time to helping others achieve their own dreams of freedom and wealth generation through business ownership.Prior to FranBridge, Jon was the President of ShelfGenie, a national franchise system with 200 locations. Before he had his start in franchising with ShelfGenie, Jon spent 15 years in the corporate world, most recently as the Vice President of Sales for Carter's Inc., responsible for over $350M in annual sales. Jon began his career as a Consultant with Accenture, often working Internationally on behalf of clients. Jon serves on the Board of the Entrepreneurs Organization and is active in supporting charitable organizations such as Growing Leaders and Hope International. Jon has BBA and MBA degrees from the University of Georgia and lives in Atlanta where he and his wife, Jenny, have 3 children and are very active in the community.Our Sponsors:* Check out Kinsta: https://kinsta.com* Check out Mint Mobile: https://mintmobile.com/tmf* Check out Moorings: https://moorings.com* Check out Trust & Will: https://trustandwill.com/TRAVIS* Check out Warby Parker: https://warbyparker.com/travisAdvertising Inquiries: https://redcircle.com/brandsPrivacy & Opt-Out: https://redcircle.com/privacy
Meet David Duerr, a true testament to the entrepreneurial spirit, who joins us to unravel his story of grit and ambition. From his early days in Buffalo, New York, to pioneering his own company in the contract furnishings industry, David's journey is filled with lessons on the audacity it takes to rise through the ranks and ultimately sell a successful business to a major player like Boise Cascade Office Products. Join us as David shares the raw challenges and sweet victories of his path, offering a rare glimpse into the differences between being a business owner versus an employee.Curious about what keeps an entrepreneur going when the going gets tough? You're not alone. David enlightens us on the unyielding drive needed to push through adversity as we explore the pressure of selling ideas and visions to stakeholders and the ever-present fear of failure that actually fuels success. Dive into the exhilarating world of managing at-risk capital and the intricate satisfaction of delivering investor returns. Even after selling his company, David found himself at a crossroads, seeking new purpose and leading to the inception of Focus Equity Partners—a venture that merges operational private equity with cutting-edge digital marketing strategies.David sheds light on the transformative impact of joining the Entrepreneurs Organization during a pivotal career moment, and we draw fascinating parallels between business acumen and the game of golf as a tool for building invaluable relationships. Cap off the episode with inspiring motivational themes shared by David Duerr, encouraging both personal and professional growth. Don't forget to subscribe and leave a review; your feedback helps other listeners discover the wealth of wisdom in the Heart of Business podcast.Please visit www.internationalfacilitatorsorganization.com to learn more about Mo Fathelbab and International Facilitators Organization (IFO), a leading provider of facilitators and related group facilitation services, providing training, certification, marketing services, education, and community for peer group facilitators at all stages of their career.
The Power of Storytelling in the Age of AIIn today's rapidly evolving business landscape, where artificial intelligence (AI) is reshaping operations, the art of authentic storytelling has become more crucial than ever. In a recent podcast episode, host Josh and guest Dan Grech, founder and CEO of BizHack Academy, explore the intersection of storytelling, marketing, and AI. This blog post distills their conversation into actionable insights for entrepreneurs aiming to leverage AI while preserving authenticity in their communications.Josh begins the episode by highlighting the critical role of storytelling in modern business. Compelling narratives are essential for connecting with customers, differentiating in a crowded market, and building trust. While AI can enhance business operations, Josh emphasizes that the human element—particularly personal storytelling—remains vital. AI can assist in crafting messages, but the essence of storytelling must remain genuine to foster trust and connection.Dan Grech shares his expertise in helping entrepreneurs, especially those in second-stage companies, harness AI for marketing and sales strategies. He acknowledges that many businesses feel overwhelmed by the rapid advancements in AI but stresses the importance of embracing these technologies to stay competitive. Dan offers practical advice, such as committing to learning AI tools, utilizing resources like BizHack Academy's free masterclasses, and customizing AI to reflect a brand's unique voice. By doing so, businesses can streamline operations and enhance the authenticity of their narratives, ultimately fostering deeper connections with their audience.About Dan Grech:Dan Grech is a Pulitzer Prize-winning former NPR and PBS journalist turned entrepreneur and educator. He's the Founder and CEO of BizHack Academy, which is on a mission to train 1 million businesses how to use AI-powered marketing and business storytelling to grow 10x faster so their communities can thrive. He was the News Director at Miami's NPR station), a correspondent for NPR's Marketplace and PBS's Nightly Business Report, and worked at The Miami Herald and The Washington Post. He co-hosted Miami's first podcast, Under the Sun. He is the grandson of a Philadelphia public school science teacher and of a professional soccer coach in La Liga in Spain, and he carries forward a family legacy of teaching, coaching and entrepreneurship. He's worked as the head of digital marketing at two software startups and the nation's largest Hispanic-owned energy company. Dan has participated in accelerator programs through Entrepreneurs Organization, the Goldman Sachs 10,000 Small Business Program, and Knight Foundation. He's taught at top universities including Princeton, Columbia and University of Miami. Dan is a graduate of Princeton University and has a Masters degree in storytelling from FIU and in journalism from Universidad Torcuato di Tella in Argentina. He lives with his wife and two children in Denver, CO.About BizHack Academy:BizHack Academy is on a mission to help 10,000 small businesses to grow faster. BizHack works with business support organizations to create customized digital marketing training programs for small businesses. We teach courses and provide personalized coaching in AI for marketing and sales, online lead generation, business storytelling, and thought leadership. BizHack is the creator of two purpose-driven digital marketing methodologies: the Lead Building System™, a proven process for online lead generation, and the Thought Leadership Pyramid™, a systematic approach to content marketing.BizHack is a proud Florida MBE and has provided over $300,000 in scholarships to more than 200 BIPOC- and women-owned businesses. Its #BizHackLive Masterclass series, launched during the heart to COVID crisis as a free resource to the business
Send us a textWhat if your path to financial success is hiding in the world of franchising, far beyond the realms of fast food and hotels? Meet Jon Ostenson, a top national franchise broker who has mastered the art of navigating this lucrative landscape. As our guest, John shares his remarkable journey from a corporate leader to a key player in franchising, offering invaluable insights into lesser-known sectors ripe with opportunity. Experience Jon's world of international business, as he recounts cultural adventures in India and the transformative power of outsourcing.Are you surrounded by like-minded individuals who fuel your entrepreneurial spirit? We explore the profound impact of building a supportive company culture and the power of a strong network, echoing the experiences shared by John. Discover how organizations like the Entrepreneurs Organization can be a crucial part of your success story. While franchising may not be everyone's cup of tea, it presents a structured path for those who thrive in community-driven environments and appreciate the benefits of a proven system.Venture into the strategic side of franchising, where opportunities like non-food franchises promise strong cash flow and stability with lower initial investments. Learn from John's expertise on selecting the right franchise system and dispelling common myths about franchising. Whether you're considering a semi-absentee ownership model or branching into industries you hadn't previously thought of, John offers a roadmap to uncovering the right fit and seizing the vibrant opportunities franchising has to offer.https://www.franbridgeconsulting.com/Thanks for listening & being part of the Mindset Cafe Community.----------------------------------------------Connect With Devan:https://www.devangonzalez.com/connect----------------------------------------------Follow On Instagram https://www.instagram.com/devan.gonzalez/https://www.instagram.com/mindsetcafepodcastLet me know what topics or questions you want covered so we can help you achieve your goals faster.----------------------------------------------P.S. If you're not already a part of the The Mindset Cafe Community Page I would love to have you be a part of the community, and spread your amazing knowledge. The page is to connect and network with other like minded people networking and furthering each other on our journeys!https://www.facebook.com/groups/themindsetcafe/
Jon Ostenson is the Founder of FranBridge Consulting. Jon is a top 1% Franchise Consultant in the US, and frequent contributor on franchising across a variety of outlets and publications. Jon is a multi-brand franchisee himself, and along with his business partners, he has great operators leading these ventures. As a result, he is able to commit over 90% of his time to helping others achieve their own dreams of freedom and wealth generation through business ownership. Prior to FranBridge, Jon was the President of ShelfGenie, a national franchise system with 200 locations. Before he had his start in franchising with ShelfGenie, Jon spent 15 years in the corporate world, most recently as the Vice President of Sales for Carter's Inc., responsible for over $350M in annual sales. Jon began his career as a Consultant with Accenture, often working Internationally on behalf of clients. Jon serves on the Board of the Entrepreneurs Organization and is active in supporting charitable organizations such as Growing Leaders and Hope International. Jon has BBA and MBA degrees from the University of Georgia and lives in Atlanta where he and his wife, Jenny, have 3 children and are very active in the community. Want to Support the Show? Well we'd love for you to join our Patreon Group! What's in it for you? Well you'll instantly get a scheduled call from Austin, where he'll help you with your current or future business... Sign-Up Now at millionaire-interviews.com/patreon.
Joesph Romano assists over 600 small to mid-size businesses and individual clients. For over 20 years, he has been an Advanced Certified QuickBooks ProAdvisor as well as Certified QuickBooks Point-of-Sale advisor and is extremely knowledgeable with most QuickBooks products. Joe previously served on the board of Entrepreneurs Organization of New York as Education Chair and has also served on the board of advisors of a major credit card processing company. He is an active member of the Knights of Columbus and other various charitable organizations. Listen to this insightful RIA episode with Joseph Romano about building a tax firm from the ground up. Here is what to expect on this week's show: - How networking, speaking engagements, and client referrals fuel business growth. - Why recruiting in accounting can be challenging. - How Romano Tax's core expertise is helping people legally avoid taxes. - Why Romano Tax emphasizes fairness in tax deductions. - How people and businesses should work with a tax specialist instead of using AI or TurboTax. Connect with Joseph: Links Mentioned: https://romano-tax.com/ Learn more about your ad choices. Visit megaphone.fm/adchoices
Case Interview Preparation & Management Consulting | Strategy | Critical Thinking
Welcome to an interview with the innovative CEO of Motiv, David G. Ewing where we speak about entrepreneurial resilience and customer experience innovation. In this episode, David shares his journey from early struggles during the 2000 tech recession to building a successful Oracle partnership that transformed his business. He candidly discusses overcoming self-doubt through meditation and mindfulness, while offering practical insights on testing business concepts and managing multiple ventures. The conversation explores how Motiv creates "moments of wonder" in customer experience, the value of the Entrepreneurs Organization community, and practical strategies for work-life integration. David G. Ewing has revolutionized the realm of customer experience since 1998. With a keen understanding that altering customer attitudes drives ideal behaviors, David has transformed this insight into substantial revenue growth for over 500 clients. A Harvard cum laude graduate in Engineering, his leadership acumen has not only propelled Motiv to the Inc 5000 list of America's fastest-growing companies but has also generated millions in additional revenue for his clients. Beyond his professional prowess, David's leadership extends to the community as the president of The Entrepreneur's Association, Austin Texas Chapter, where he's committed to unlocking every entrepreneur's potential. Outside the boardroom, David is the proud coach of his son's robotics team and cherishes his 19-year marriage, considering it his crowning achievement. Learn more about David here: https://www.davidgewing.com/ Here are some free gifts for you: Overall Approach Used in Well-Managed Strategy Studies free download: www.firmsconsulting.com/OverallApproach McKinsey & BCG winning resume free download: www.firmsconsulting.com/resumepdf Enjoying this episode? Get access to sample advanced training episodes here: www.firmsconsulting.com/promo
Welcome to Strategy Skills episode 501, an interview with the innovative CEO of Motiv, David G. Ewing where we speak about entrepreneurial resilience and customer experience innovation. In this episode, David shares his journey from early struggles during the 2000 tech recession to building a successful Oracle partnership that transformed his business. He candidly discusses overcoming self-doubt through meditation and mindfulness, while offering practical insights on testing business concepts and managing multiple ventures. The conversation explores how Motiv creates "moments of wonder" in customer experience, the value of the Entrepreneurs Organization community, and practical strategies for work-life integration. David G. Ewing has revolutionized the realm of customer experience since 1998. With a keen understanding that altering customer attitudes drives ideal behaviors, David has transformed this insight into substantial revenue growth for over 500 clients. A Harvard cum laude graduate in Engineering, his leadership acumen has not only propelled Motiv to the Inc 5000 list of America's fastest-growing companies but has also generated millions in additional revenue for his clients. Beyond his professional prowess, David's leadership extends to the community as the president of The Entrepreneur's Association, Austin Texas Chapter, where he's committed to unlocking every entrepreneur's potential. Outside the boardroom, David is the proud coach of his son's robotics team and cherishes his 19-year marriage, considering it his crowning achievement. Learn more about David here: https://www.davidgewing.com/ Here are some free gifts for you: Overall Approach Used in Well-Managed Strategy Studies free download: www.firmsconsulting.com/OverallApproach McKinsey & BCG winning resume free download: www.firmsconsulting.com/resumepdf Enjoying this episode? Get access to sample advanced training episodes here: www.firmsconsulting.com/promo
Cómo crear redes profesionales – Alejandro CosíoVideopodcast: https://youtu.be/3Wp-8hrPbywCuando nos preguntamos cómo crear redes profesionales, hay que entender que estas son mucho más que una simple colección de contactos: son la clave para el crecimiento y el éxito en el mundo laboral. Entrevista con Alejandro Cosío de The Entrepreneurs' Organization (EO).¿Cómo crear redes profesionales? Antes, el por quéEn este episodio, Alejandro Cosío Pizarro, un experimentado empresario y líder en innovación, comparte su perspectiva sobre la creación y fortalecimiento de las redes profesionales. A través de su experiencia, revela que las redes profesionales son esenciales para no solo encontrar oportunidades, sino también para formar conexiones significativas que puedan transformar tu carrera.¿Por qué hacer parte de una red profesional?Las redes profesionales ofrecen un apoyo invaluable. No son solo un grupo de personas que conoces, sino un conjunto de individuos que comparten experiencias y conocimientos. Aquí hay algunos puntos que destacan la relevancia de formar parte de estas redes:Soporte emocional y profesional: En el camino empresarial, enfrentarás retos y momentos de duda. Las redes profesionales proporcionan un entorno de apoyo donde puedes compartir tus preocupaciones y obtener consejos de quienes han enfrentado situaciones similares.Acceso a oportunidades: Muchas veces, las oportunidades laborales no se publican; se comparten dentro de círculos profesionales. Ser parte de una red puede abrirte puertas que de otra manera permanecerían cerradas.Mentoría y crecimiento personal: Los mentores son una parte fundamental de las redes profesionales. Ellos no solo comparten su conocimiento, sino que también pueden ayudarte a descubrir tu potencial y a ver más allá de lo evidente.Conexiones significativasLa calidad de las conexiones es tan importante como la cantidad. No se trata solo de conocer a muchas personas, sino de establecer relaciones genuinas y de confianza. Las redes efectivas son aquellas en las que hay un respeto mutuo y un deseo genuino de ayudar a los demás.Relaciones a largo plazo: La construcción de redes es un proceso continuo. Es fundamental cultivar estas relaciones a lo largo del tiempo, lo que puede resultar en una red más fuerte.Intercambio de conocimientos: Las redes profesionales permiten el intercambio de ideas y mejores prácticas. Puedes aprender de las experiencias de otros y aplicar esos aprendizajes en tu propio camino.Una red de apoyoEstar en contacto con otros profesionales que enfrentan desafíos similares puede ser reconfortante y motivador. Aquí algunos beneficios de tener una red de apoyo:Compartir experiencias: Escuchar las historias de otros puede ofrecerte una nueva perspectiva sobre tus propios retos. Las lecciones aprendidas en situaciones pasadas son invaluables.Resolución de problemas: A menudo, el consejo de alguien que ha estado en tu lugar puede ser más efectivo que cualquier libro o curso. Las redes te permiten acceder a un vasto conocimiento colectivo.¿Qué más puedes descubrir sobre redes profesionales?Para profundizar en el tema y comprender completamente cómo las redes profesionales pueden transformar tu trayectoria, te invitamos a escuchar el episodio completo del podcast. Alejandro Cosío nos cuenta cómo crear redes profesionales Alejandro Cosío Pizarro, es miembro desde hace 15 años de Entrepreneurs Organization. Es director de crecimiento de EO Latinoamérica, Es un exitoso empresario en la industria del software para el sector financiero desde hace más de 20 años.Tiene experiencia en negociación, planificación empresarial y emprendimiento MBA en finanzas por el ITM, y un máster en innovación de negocios por el zim. El liderazgo de Alejandro en su empresa ha impulsado una significativa innovación y crecimiento. En este episodio comparte su experiencia sobre redes profesionales.Algunas preguntas intrigantes que Alejandro Cosío aborda son:- ¿Cuál es la verdadera diferencia entre un mentor y un coach?- ¿Cómo pueden las redes profesionales ayudarte en situaciones personales difíciles?- ¿Qué experiencias personales ha tenido Alejandro que resaltan la importancia de estas conexiones?Escuchar el podcast con Alejandro Cosío puede brindarte una comprensión más profunda de cómo estas redes pueden ser el motor de tu éxito. ¡No te lo pierdas!.Cómo Crear Redes Profesionales, Alejandro Cosío Pizarro, The Entrepreneurs' Organization, EO, Coach, Mentor podcast, Podcast Corporativo, Comunicación Organizacional, Recursos Humanos, Desarrollo Profesional, Desarrollo Personal, Comunicación Efectiva, Santiago Ríos, Mil PalabrasRecuerda por favor escucharnos y suscribirte en la plataforma que más te guste:Apple Podcast Spotify Google Podcast SpreakerDeezerPara participar, escríbeme tus comentarios a santiagorios@milpalabras.com.coRecursos recomendados en este PodcastInstragram: https://www.instagram.com/alecosiop/LinkedIN: https://www.linkedin.com/in/alejandro-cosio-44a71216Facebook: https://www.facebook.com/alejandrocosioSitio Web: http://www.finasist.comhttps://hub.eonetwork.orgSuscríbete al Podcast de Mil Palabras enwww.milpalabras.comDescarga GRATIS el ebook “Cómo Crear un Podcast Corporativo”https://milpalabras.com.co/ Otros podcasts recomendados de nuestra redExperiencia Tech.Las voces de los líderes que hacen posible la evolución y la transformación digital. Casos de éxito, innovación, nuevos modelos de negocio y soluciones tecnológicas prácticas para crecer las empresas.https://open.spotify.com/show/77wLRAuRqZMuIiPcaBNHsJHistorias que NutrenConversaciones con profesionales que tienen algo para nutrir tu vida en lo personal, lo profesional, lo espiritual y lo físico.bit.ly/historiasquenutrenSomos CancionesEntrevistas e historias divertidas y personales con Gente que ama la música y sabe de música. (suenan canciones completas al lado de las historias).spoti.fi/3hWr020Logística que Trasciende Aquí encuentras las voces del sector logístico con las mejores prácticas e historias que han contribuido al crecimiento económico de industrias, negocios y naciones.https://bit.ly/logisticaquetrasciendeConviértete en un seguidor de este podcast: https://www.spreaker.com/podcast/mil-palabras--4898895/support.
Creating Personalized Health Plan for You Take away: The importance of personalized, root-cause approaches to health and wellness. Each person's biochemistry is unique, and therefore, health solutions should be tailored accordingly. By understanding one's specific nutritional needs and addressing them through customized supplements and lifestyle changes, many chronic conditions can be significantly improved or even resolved, potentially offering a more effective alternative to conventional medication-based treatments. Money Learnings: Marc grew up in a family with a "country club lifestyle" and didn't lack for needs. His father ran a business, which embedded an entrepreneurial mindset in Marc. He sold snacks at little league games and later had a bagel delivery route on Sundays. As a teenager, he and his brother bought and sold baseball cards at shows. His family faced significant financial difficulties when Marc was in his late teens due to his father's business sale and subsequent health issues. He witnessed a dramatic shift from a high-spending lifestyle to financial struggles over 4-5 years. This experience taught Marc important lessons about living within one's means, saving, investing, and managing a budget. Unlike his parents, who didn't share much about investments or financial planning, Marc later adopted an open approach with his own children about money matters. Bio: Marc has led successful entrepreneurial ventures for over 25 years, highlighted by his acquisition and expansion of Village Green Apothecary, an industry-leading integrative and custom compounding pharmacy in Bethesda, MD. Since 2002, under Marc's leadership, Village Green has grown to offer an expansive suite of personalized health offerings, including a vast selection of high-quality nutritional supplements, tailored lab testing with a focus on customized precision nutrient formulations, and nutritional consultations. Marc's passion for functional nutrition and wellness, coupled with Village Green's focus on personalized health, has led to the launch of Humanized Health, an educational resource aimed at helping people get to the root causes of their health conditions. Earlier in his career, Marc founded Glacier Ridge, an all-natural beverage company that was ahead of its time in recognizing the trends toward natural and organic products. After successfully growing and selling the venture, he spearheaded the U.S. expansion of Melitta Coffee. Marc earned a BS in Business Management from Ithaca College and completed a three-year Executive Education Program at MIT. He has been an active member of the Entrepreneurs Organization for 30 years. Highlights from this episode: Personal experience with a daughter's seizures led to exploring personalized nutrition and brain chemistry testing. Traditional healthcare often focuses on symptom management rather than addressing root causes. Customized vitamin/mineral/amino acid formulas can help balance brain chemistry for many mental health issues. Gut health and microbiome play a critical role in overall wellness. Genetic and lifestyle factors create unique nutritional needs for each individual. Early intervention is key for conditions like autism, but improvements can be made at any age. Experimenting and exploring different interests is valuable for young people to find meaningful work. Links: https://myvillagegreen.com/ Richer Soul Life Beyond Money. You got rich, now what? Let's talk about your journey to more a purposeful, intentional, amazing life. Where are you going to go and how are you going to get there? Let's figure that out together. At the core is the financial well being to be able to do what you want, when you want, how you want. It's about personal freedom! Thanks for listening! Show Sponsor: http://profitcomesfirst.com/ Schedule your free no obligation call: https://bookme.name/rockyl/lite/intro-appointment-15-minutes If you like the show please leave a review on iTunes: http://bit.do/richersoul https://www.facebook.com/richersoul http://richersoul.com/ rocky@richersoul.com Some 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 Mark Haney Show, we sit down with Scott Monday, the innovative CEO and founder of kitchen & bath CRATE. Discover how Scott transformed the home remodeling industry with his proprietary CRATE system, which streamlines the entire renovation process for efficiency and quality. Join us as Scott reveals his "cheat codes" for success, discusses the challenges and triumphs of scaling a business, and offers invaluable advice for aspiring entrepreneurs in the construction and home improvement sectors. Scott also shares his experiences with EO Sacramento and how the Entrepreneurs Organization has played a crucial role in his personal and professional growth. Don't miss out on this insightful conversation packed with actionable insights and inspiring stories. https://kbcrate.com/ https://www.linkedin.com/in/scottmonday/ https://twitter.com/scottmondayCA https://www.eonetwork.org/sacramento https://www.facebook.com/EntrepreneursOrganization https://x.com/EntrepreneurOrg https://www.linkedin.com/company/entrepreneursorg/ https://www.youtube.com/user/EOnetwork https://www.instagram.com/entrepreneursorg/ #homeRemodeling #construction #businessSuccess #entrepreneurship #MarkHaneyShow #remodelingIndustry #homeImprovement #CRATEsystem #constructionInnovation #businessGrowth #strategicAcquisition #entrepreneurialJourney #countertopFabrication #unitRenovations #EOSacramento #EntrepreneursOrganization _______________________________________________________________ If this episode inspires you to be part of the movement, and you believe, like me, that entrepreneurs are the answer to our future, message me so we can join forces to support building truly great companies in our region. - Subscribe to my channel here: https://www.youtube.com/channel/UCom_... - Mark Haney is a serial entrepreneur that has experience growing companies worth hundreds of millions of dollars. He is currently the CEO and founder of HaneyBiz - Instagram: http://instagram.com/themarkhaney Facebook: www.facebook.com/themarkhaney LinkedIn: https://www.linkedin.com/in/markehaney Website: http://haneybiz.com Audio Boom: https://audioboom.com/channels/5005273 Twitter: http://twitter.com/themarkhaney - This video includes personal knowledge, experiences, and opinions about Angel Investing by seasoned angel investors. This content is for informational purposes only and should not be construed as legal, tax, investment, or financial advice. Nothing in this video constitutes a solicitation, recommendation, or endorsement. #thebackyardadvantage #themarkhaneyshow #entrepreneur #PowerOfWith #SacramentoEntrepreneur #Sacramento #SacramentoSmallBusiness #SmallBusiness #GrowthFactory #Investor #Podcast
Stephen Steers is a renowned consultant, keynote speaker, storyteller, stand-up comedian, and the author of "Superpower Storytelling." With experience advising over 750 companies across 30 countries, including industry giants like Google, Nike, HEC Paris Business School, and Entrepreneurs Organization, Stephen brings a wealth of knowledge and expertise to the table.SHOW SUMMARYIn this engaging episode of the Selling from the Heart podcast, hosts Larry Levine and Darrell Amy are joined by Stephen Steers, the acclaimed author of "Superpower Storytelling." They delve into the pivotal role of authenticity and trust in sales, showcasing how storytelling can be a transformative tool for connecting with clients and prospects. Stephen offers practical insights and strategies for crafting emotionally compelling narratives that resonate with business audiences. He highlights the importance of understanding what's at stake, the goals of prospects, the desired emotional responses, and actionable next steps. The discussion features real-world examples and actionable advice on overcoming common sales objections and structuring calls to maximize engagement and trust.KEY TAKEAWAYSImportance of Authenticity: Authenticity is essential for building trust with prospects. Genuine storytelling fosters emotional connections and credibility.Four Essential Questions: Before telling any story, ask: What's at stake? What does your prospect want to learn or achieve? How do you want your prospects to feel? What do you want your prospects to do next?Human Connection: Sales are fundamentally about human connections. Understanding your prospect's needs and emotions is key to crafting resonant stories.Practice and Review: Regularly practice storytelling and review sales calls to refine your approach and enhance delivery.Emotional Engagement: Use personal anecdotes and emotional hooks to make stories more relatable and impactful.QUOTES"Story is the language of the heart, and it's where trust is built and sustained." – Darrell Amy"We're humans solving human problems in a business context. If I can't relate to you as a human first, almost 99 percent of the time, I don't care what you're selling." – Stephen Steers"You're training people how to react to you by the way you carry yourself over and over again by treating people like a transaction." – Larry Levine"A good story crafts the right type of emotion that gets a person into that emotional environment so they can receive the information you're ready to share." – Stephen Steers"If you're going to hire me for my services, the story of your business is going to be way more effective, and you're going to be way happier with the way you're telling it to the people you serve." – Stephen SteersLearn more about Stephen Steers:LinkedIn: https://www.linkedin.com/in/stephen-steers/Learn more about Darrell and Larry:Darrell's LinkedIn: https://www.linkedin.com/in/darrellamy/Larry's LinkedIn: https://www.linkedin.com/in/larrylevine1992/Website: https://www.sellingfromtheheart.net/Get the New Book That Will Help You Sell More... Without Destroying Your Relationships and Reputationhttps://sellinginaposttrustworld.com/home-prereleasePlease visit Barnes & Noble to order your copy of the rerelease of the Selling from the Heart book.https://www.barnesandnoble.com/w/selling-from-the-heart-larry-levine/1130142818SUBSCRIBE to our YOUTUBE CHANNEL!https://www.youtube.com/c/sellingfromtheheart/Click for your Daily Dose of Inspiration:https://www.sellingfromtheheart.net/daily
When the world throws curveballs, how do we pivot toward happiness and fulfillment? Miranda Barrett, the trailblazing entrepreneur of Capacity to Scale whose incredible journey from a quaint small-town upbringing to orchestrating global entrepreneurial events exemplifies such a pivot. Miranda's reflections on her father's entrepreneurial influence and her own transformative stint at the White House offer a fascinating backdrop to her decade nurturing the Entrepreneurs Organization's expansion. Her stories of personal growth and seizing unexpected travel opportunities are as enlightening as they are inspiring, painting a vivid picture of the relentless pursuit of development and success.The serenity of farm life might seem a world away from the entrepreneurial hustle, but this episode proves there's a bridge between the two. Miranda and I discuss the importance of being present, the art of finding joy in simplicity, and the humor that emerges when life takes an unanticipated turn—such as drafting HR memos for farm animals. Together, we share the early moments of a blossoming new business venture, reminding us all that it's the journey, not the destination, that defines the entrepreneurial spirit. ~~~~~~~~~~~~~~~~~~~~~~~~~~Resources:Find Miranda on LinkedInCapacity to Scale~~~~~~~~~~~~~~~~~~~~~~~~~~Please visit www.internationalfacilitatorsorganization.com to learn more about Mo Fathelbab and International Facilitators Organization (IFO), a leading provider of facilitators and related group facilitation services, providing training, certification, marketing services, education, and community for peer group facilitators at all stages of their career.
Derek chats with entrepreneur, author, and consultant Marissa Levin about highlights from her entrepreneurial journey and how to build an amazing culture.As a 25 year CEO and Entrepreneur of a multi-million dollar business, she has taken on the challenge to “educate, equip, and empower” 100 million fellow entrepreneurs and leaders across the globe. Throughout her career Levin has been named a SmartCEO three times, named one of Washington's Top 100 Technology Titans in 2009, and serves on the Global Communications Committee of Entrepreneurs Organization (the largest global organization of entrepreneurs with 13,000 members). She is also the author of a number 1 best selling book, “Built to SCALE: How Top Companies Create Breakthrough Growth Through Exceptional Advisory Boards”.SCI is a global corporate culture consultancy that leads organizations undergoing significant transformation through a proven model to define, stabilize, and strengthen organizational cultures. SCI also works with emerging companies to help define their corporate cultures so that they can attract, hire, and retain the best talent.Marissa and her co-founder have more than 50 years of experience helping organizations build their most engaging, productive cultures, implement supporting human resources strategies, and develop transformational leaders and teams. They share a passion for building positive, extraordinary environments where employees love to work and contribute to their organizations' success.
When life handed Mo lemons, he didn't just make lemonade—he started a lemonade movement. At the heart of our latest conversation is Mo's story of transition from a finance background to becoming a beacon for peer mentorship. As we sit down together, Mo, a pivotal figure in the Entrepreneurs Organization, shares the twists and turns of his journey that highlight the transformative power of community and connection. Through our dialogue, we celebrate the significance of creating spaces where vulnerability isn't just accepted; it's encouraged. Every one of us has a tale of struggle and triumph, and this episode isn't shy about exploring those narratives. I recount my evolution from an introverted individual to a confident facilitator, a metamorphosis that resonates with many who have grappled with financial worries and the desire for parental pride. We weave in the pioneering insights of Brené Brown and the profound messages from "The Body Keeps Score," emphasizing the cathartic release that comes from speaking our truths. And as we delve into the genesis of the International Facilitators Organization, we underscore the shared joy found in a community that champions self-improvement and transparent communication. Finally, we cast a light on the expansive reach of peer mentorship, illustrating its impact in not just corporate settings but also in the personal spheres of our lives. From supporting college students to nurturing spouses and empowering minority groups within global corporations, the stories shared exhibit the versatility and depth of connection that peer groups foster. We dissect the key ingredients that make peer groups effective—professional facilitation, a no-advice policy, and a foundation of vulnerability. Join us for a heart-to-heart that may just spark a new chapter in your own quest for connection and growth. (00:02) Peer Mentorship and Safe Space Creation (09:01) Facilitating Peer Groups for Global Impact (17:44) Peer Groups and Personal Growth Benefits (30:59) Expanding the Power of Peer Groups
About Ryan Tansom: Ryan started his entrepreneurial career at his family business where he was the executive VP. He was responsible for the strategic operational and financial strategy of a $21 million company. By the age of 27, he helped turn the company around and bring intentional focus to the right strategies, which enabled it to be sold for eight figures in 2014 to a local competitor, Ryan took his experience and founded Arkona to create the intentional growth framework which helps owners view and run their company like a financial asset through educational training and fractional CFO services. Ryan's mission is to help entrepreneurs enjoy work, create wealth, and make an impact in order to make the journey worth it. Ryan has personally guided over 400 entrepreneurs, and leaders through the Intentional Growth Academy. He has been involved in dozens of transactions and spoken in front of some of the most prestigious CEO masterminds, like Vistage Worldwide and Entrepreneurs Organization. He also hosts the popular Intentional Growth podcast that has 340 Plus episodes 500,000 downloads and guests like Gino Wickman, Bo Burlingham, Dan Martell, and others. In this episode, Jordan and Ryan Tansom discuss: The “hats” entrepreneurs wear: Owner and Leader Owners and leaders usually have different values and goals for each hat The critical conflicts balancing income and growth “De-risking” cash flow Growing your value Key Takeaways Conflicts happen when there's a misalignment of values between the leadership and the ownership of a company. Especially when owners and leaders are the same people, they need to define their goals for each hat they wear. Then they need to create alignment between ownership, leader, stakeholder and client goals. They must also create a vision that will guide their decision-making and make sure that the organization is always aligned with the overall goal. Revenue doesn't mean much for a company. At some point, there needs to be cash flow to generate enough equity growth. Grow value by increasing and “de-risking” cash flow. Hire the right team of advisors and coaches to help you get to where you want to be. Surround yourself with people that you trust, love, and respect. “There is nothing more “freaking” frustrating than someone who wants to just get up and execute when the owner and ownership group doesn't know what they want.” — Ryan Tansom Connect with Ryan Tansom: Website: https://arkona.io LinkedIn: https://www.linkedin.com/in/ryan-tansom-4a440710/ Connect with Jordan: For executives wanting a complimentary executive coaching conversation: jordan@jordangoldrich.com Website: www.workplacewarriorinc.com Twitter: https://twitter.com/jordangoldrich1 Facebook: https://www.facebook.com/jordan.goldrich Instagram: https://www.instagram.com/jordangoldrich/ LinkedIn: https://www.linkedin.com/in/jgoldrich/
In this episode of "GASB Podcast," Troy interviews Christy Pretzinger, founder of Writer Girl, a successful venture with 32 team members and $8M revenue over 19 years. Discover Christy's invaluable insights on prioritizing people and culture for small business growth. Her thought leadership on sustainable business practices makes this episode essential for aspiring entrepreneurs. Why would you wait any longer to start living the lifestyle you signed up for? Balance your health, wealth, relationships and business growth. And focus your time and energy and make the most of this year. Let's get into it by clicking here. Troy explores our guest's entrepreneurial journey, their perspective on success, reevaluation of the industry, and the critical challenges faced during business expansion. The conversation delves into the pleasures of small business growth, essential entrepreneurial practices, and effective team-building strategies, encompassing successes, mistakes, and invaluable insights. And a snapshot of the final five Grow A Small Business Questions: Christy Pretzinger's toughest hurdle in small business growth was fearing significant mistakes impacting her team's lives, a common concern among entrepreneurs. This pressure stems from ensuring employees' financial stability and avoiding critical errors, necessitating resilience, strategic decisions, and fostering a thriving workplace. Christy Pretzinger's preferred business book is "How Will You Measure Your Life?" by a Harvard Business School professor. Although not strictly a business guide, it profoundly influenced her by prompting reflection on life goals, emphasizing the importance of intentional choices, especially for young professionals. Her podcast recommendations for professional development include "How I Built This," offering insights into successful business journeys; Brene Brown's podcast for personal development; and "Wiser Than Me" by Julia Louis-Dreyfus, focusing on the wisdom of older women. These podcasts cover diverse aspects of business and life, providing valuable perspectives for continuous growth. Christy Pretzinger emphasizes the significance of "Scaling Up" by Verne Harnish as an essential tool for small business growth. This comprehensive guide, utilized by Entrepreneurs Organization, offers practical strategies and systems for business expansion. Recommended for its structured approach, "Scaling Up" proves invaluable in navigating the complexities of scaling a small business. On day one of starting out, Christy advises new entrepreneurs to recognize the profound impact they will have on others' lives, fostering a ripple effect of positive change. Acknowledging this responsibility underscores the importance of prioritizing people and nurturing a supportive workplace culture. Christy's advice emphasizes the long-term significance of prioritizing people-first principles in entrepreneurship. Book a 20-minute Growth Chat with Troy Trewin to see if you qualify for our upcoming course. Don't miss out on this opportunity to take your small business to new heights! Enjoyed the podcast? Please leave a review on iTunes or your preferred platform. Your feedback helps more small business owners discover our podcast and embark on their business growth journey. Quotable quotes from our special Grow A Small Business podcast guest: Building a business based on kindness is not only possible but crucial for long-term success – Christy Pretzinger Trust is a long game; nurturing a culture of trust is essential for employee retention and business growth – Christy Pretzinger Prioritizing people-first principles fosters a supportive workplace culture, driving sustainable business growth – Christy Pretzinger
Episode 156 features an amazing chat with David G. Ewing, CEO at Motiv. David is also President of the Austin Chapter of Entrepreneurs Organization. David speaks about the importance of a great costumer experience and how Motiv can help businesses achieve success. Lear more at https://www.motivcx.com/. Also learn more about the Austin Chapter of Entrepreneurs Organization at https://www.eonetwork.org/austin Podcast music by www.bensound.com If you are looking for an attorney for your business feel free to reach out to Joseph O'Bell. Learn more here https://www.brstexas.com/joseph-obell
Ryan Tansom's remarkable journey from reviving his family's $21 million business to its 8-figure sale in 2014 exemplifies his entrepreneurial prowess. As the founder of Arkona and creator of the Intentional Growth™ Framework, he has redefined how entrepreneurs manage their businesses as financial assets, combining educational training with fractional CFO services. A mentor to over 400 entrepreneurs and a sought-after speaker at prestigious forums like Vistage Worldwide and Entrepreneurs Organization, Ryan also hosts the popular Intentional Growth™ podcast, featuring notable guests and amassing over 520k downloads. His story is a beacon of inspiration and strategic insight in the entrepreneurial landscape. Intentional GrowthIn 2019, Ryan created the Intentional Growth Academy. The academy was born out of Ryan's personal experience of reviving his father's business and facilitating its sale. He realized the importance of understanding the value of a business and making intentional decisions to grow and create wealth. The Intentional Growth™ Academy is designed to help middle market entrepreneurs understand and implement the principles of intentional growth in their businesses. The program covers topics such as: Vision planning. Financial targets. Exit options. Value growth. Team building. The goal of the academy is to empower entrepreneurs to make informed decisions and build businesses that create wealth and make an impact.The Five Principles of Intentional GrowthRyan's Intentional Growth™ Academy is built on five key principles that guide entrepreneurs in their pursuit of enterprise value: Vision: Clearly define what you want from your business and understand the why behind your goals. This clarity enables you to make strategic decisions aligned with your long-term vision. Financial Targets: Determine your target equity valuation and desired distributions. By setting specific financial goals, you can create a roadmap for growth and measure progress along the way. Exit Options: Explore various exit strategies, such as internal transfers, ESOPs, private equity, and strategic acquisitions. Understanding the different deal structures and their impact on your legacy and role allows you to choose the best option for your business. Grow Value: Invest in areas of your business that de-risk cash flow and increase its value. By focusing on factors like sustainable profitability, customer diversification, and operational efficiency, you can enhance the attractiveness of your business to potential buyers. Hire the Right Team: Surround yourself with advisors who understand your goals and can help you navigate the complexities of deals, taxes, estate planning, and more. Building a team of experts ensures that you have the right guidance and expertise to make informed decisions. By adopting the five principles outlined in the Intentional Growth™ Academy, entrepreneurs can create enterprise value, make strategic decisions, and ultimately achieve their long-term goals. Whether you're a seasoned business owner or just starting out, embracing intentional growth can transform your business and unlock its full potential. Get started with The Intentional Growth™ Starter Kit today!The Intentional Growth™ Starter Kit • • •For my full discussion with Ryan Tansom, and more on this topic and topics not featured on this blog post:Listen to the Full DealQuest Podcast Episode Here• • • FOR MORE ON RYAN TANSOM:https://arkona.io/ https://www.linkedin.com/in/ryan-tansom-4a440710/ Corey Kupfer is an expert strategist, negotiator, and dealmaker. He has more than 35 years of professional deal-making and negotiating experience. Corey is a successful entrepreneur, attorney, consultant, author, and professional speaker. He is deeply passionate about deal-driven growth. He is also the creator and host of the DealQuest Podcast. Get deal-ready with the DealQuest Podcast with Corey Kupfer, where like-minded entrepreneurs and business leaders converge, share insights and challenges, and success stories. Equip yourself with the tools, resources, and support necessary to navigate the complex yet rewarding world of dealmaking. Dive into the world of deal-driven growth today!
Prior to establishing Candor Advisors, Kirk Michie accumulated three decades' worth of experience collaborating with founders and families to address their strategic objectives and help them to achieve better outcomes. Over his career, Michie raised and allocated over $1 billion in capital, while actively participating in over 60 transactions, including buyouts, sales, and other deals, surpassing a total value of $1.5 billion. Kirk has established himself as a prominent speaker and panelist, regularly participating in events organized by the Association for Corporate Growth, Vistage, and Entrepreneurs Organization. He is a sought-after guest on various acclaimed podcasts, including Entrepreneurs on Fire with host John Lee Dumas, Becker Private Equity and Business, How2Exit with Ronald P. Skelton, Beyond 8 Figures, and most recently, the Pencils Down by Finalis. Kirk Michie brings a wealth of knowledge and expertise in a variety of areas, including transaction advisory services, mergers and acquisitions (with a specialization in founder-owned private companies), corporate and family office governance, capital raising, private equity, corporate strategy, and succession planning. With a strong background in both investment and business arenas, Kirk's experience informs his ability to provide invaluable guidance to entrepreneurs as they navigate intricate decisions concerning their entities, families, and long-term legacies. Connect with Kirk Michie:Website: https://candor-advisors.com/ LinkedIn: https://www.linkedin.com/in/kirkmichie/ | https://www.linkedin.com/company/candoradvisors/ Instagram: https://www.instagram.com/candoradvisors/ Facebook: https://www.facebook.com/KirkMichieCandorAdvisors YouTube: https://www.youtube.com/channel/UCHI9Jp8Y-Hj3zNTI3WSLm6w Vimeo: https://vimeo.com/user121630961 TurnKey Podcast Productions Important Links:Guest to Gold Video Series: www.TurnkeyPodcast.com/gold The Ultimate Podcast Launch Formula- www.TurnkeyPodcast.com/UPLFplusFREE workshop on how to "Be A Great Guest."Free E-Book 5 Ways to Make Money Podcasting at www.Turnkeypodcast.com/gift Ready to earn 6-figures with your podcast? See if you've got what it takes at TurnkeyPodcast.com/quizSales Training for Podcasters: https://podcasts.apple.com/us/podcast/sales-training-for-podcasters/id1540644376Nice Guys on Business: http://www.niceguysonbusiness.com/subscribe/The Turnkey Podcast: https://podcasts.apple.com/us/podcast/turnkey-podcast/id1485077152 Partner Links -- We use these apps and get amazing results and huge time savings too!Design tool: Canva Pro: Create Stunning Design in Minutes!Check out Headliner to create social media posts with video easily- make.headliner.appSimplecast is the easiest way to set up your podcast hosting- Simplecast.comZoom is the easiest way to schedule meetings and record your podcast interviews. Zoom.usAcuity is the easiest way to schedule your podcast interviews, meetings, and life.Acuityscheduling.com
Jon Vroman is a family man who also founded FrontRowDads.com, a community of 300+ men who are committed to being “family men with businesses, not businessmen with families.” He is the host of the popular Front Row Dads podcast which releases weekly shows interviewing high-performing entrepreneurs and business owners who choose to put family first. His community creates both in-person and live events that focus on 6 pillars: Intentional Parenting, Thriving Marriage, Emotional Intelligence, Wealth & Legacy, Vibrant Health and Business Evolution. Jon has also been featured on Today Show and Inc.com and has been requested to speak for the US Navy, Vitamix, Dove, Keller Williams Realty, Entrepreneurs Organization and many others. He is the author of #1 bestselling author of The Front Row Factor, where he the inspiring story of FrontRowFoundation.org, a charity Jon founded in 2005, that helps individuals who are braving life-threatening illnesses, to experience the event of their dreams, from the front row. https://frontrowdads.com/
Selling a business is more than just finding the right buyer; it's about taking the necessary steps to effectively prepare for this major transition. In this episode, A.J. welcomes Kirk Michie from Candor Advisors to discuss the six key steps for a successful business sale. They talk about the importance of understanding your purpose in business, why entrepreneurs need to be more open to outside help, and the indispensable role that trusted financial advisors can play when you're looking to sell your business.About Kirk Michie:Kirk Michie is the Founder and currently the Managing Partner of Candor Advisors, a company providing transaction advisory services to successful founder-led businesses. With 30+ years of industry experience, Kirk has built an exceptional career in strategic planning, investment, and legacy preservation. He has leveraged his entrepreneurial wisdom to guide business owners, entrepreneurs, and high-net-worth families through complex financial decisions. He has an impressive record, having managed over $1 billion in capital allocation and assessed over 2,000 direct investments. Kirk is also the Founder of EBITDA University, which offers learning programs about selling businesses. Kirk is not just a financial advisor but a thought leader, having spoken at numerous prestigious events and organizations, including Association for Corporate Growth events, Vistage, and Entrepreneurs Organization gatherings.Episode highlights: Entrepreneurs often find it hard to seek advice, especially when they're faced with crucial inflection points in their business growth. However, if you want to achieve the right outcome for you, whether that's the most money or the best legacy control, asking for help and finding a trustworthy person to lean on throughout the process is a necessary step. (05:09) Effective communication is essential in every business aspect, and selling a business is no exception. One powerful technique that can significantly impact your business exit outcome is Neuro-linguistic Programming (NLP). It offers great tools for comprehending different communication styles and processing modes, leading to better mutual understanding and more successful sales outcomes. (09:52) When you're hiring an advisor for a capital event, it's essential to look for someone whose expertise combines three different skill sets for different parts of the sales process. According to Kirk, the most successful sales outcomes happen with advisors who play these three roles: guru, guide, and gladiator.. (16:10) There are six key steps that lead to a successful business sale: knowing your why, matching a buyer's why with yours, professionalizing financials, not giving up too much too soon, seeking guidance from experts, and having reasonable expectations. (24:19) Finding your ‘why' is essential when preparing to sell your company or take on investment capital. Understanding this will help you optimize your financial sale or process, ultimately leading to a successful sale and a smooth transition. (33:15) Kirk's best advice for entrepreneurs:“If you're the entrepreneur and you're selling, you're still Don Quixote, we're Sancho Panza. It is your hero's journey. But the critical thing is pick your Guru Guide Gladiator and lean on them. That doesn't mean stop listening to other good advice that you've used to build your business, but lean on that person for their experience, their scar tissue, their perspective. Because if you've found the right advisor, you're going to get to the right outcome for you, whether that's the most money, the best terms, the best legacy control, you're going to get to the right outcome if you collaborate the right way on your sale.” (05:54) Connect with Kirk: LinkedIn Instagram YouTube Resources Mentioned: Use the code ‘B8FP' to receive a 25% discount off any EBITDA University program Candor Advisors Start with Why: How Great Leaders Inspire Everyone to Take Action by Simon Sinek Follow Beyond 8 Figures: Linkedin Twitter Website Affiliate Disclaimer: Some links in this episode are affiliate links. If you make a purchase through these links, we may earn a commission at no extra cost to you. Rest assured, we only promote products/services we believe will benefit your entrepreneurial journey.
Share This Episode On: Today's episode features a conversation between Cameron and the host of The Gig Experience podcast to discuss how he got started in the Entrepreneurs Organization, why leaders have to be cognizant of the lack of human connection due to remote work, and the differences in the way people work in the […] The post Ep. 301 – Navigating Remote Work & Cultural Diversity in Entrepreneurship appeared first on COO Alliance.
Today's episode features a conversation between Cameron and the host of The Gig Experience podcast to discuss how he got started in the Entrepreneurs Organization, why leaders have to be cognizant of the lack of human connection due to remote work, and the differences in the way people work in the Middle East, Europe, Asia […] The post Ep. 301 – Navigating Remote Work & Cultural Diversity in Entrepreneurship appeared first on COO Alliance.