Podcasts about Eos

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

No Agenda Episode 1847 - "Off-Ramp" "Off-Ramp" Executive Producers: Sir Onymous of Dogpatch and Lower Slobbovia Brian Maas Sir Sala Hauser Sir Scovee Richard Gelb Sir Steve Weiss Sir donald of the fire bottles Associate Executive Producers: Sir Nate the Rogue Dame Astrid and Sir Mark ArchDuchess/Duke of Japan and all the Disputed Islands in the Japan Sea Eli the coffee guy KateDietrich.net Linda Lu, Duchess of Jobs, writer of winning résumés Become a member of the 1848 Club, support the show here Boost us with with Podcasting 2.0 Certified apps: Podverse - Podfriend - Breez - Sphinx - Podstation - Curiocaster - Fountain Knights & Dames Jen > Dame Jen, the Baroness of Beans Eli the coffee guy > Sir Eli, the Baron of Beans John Gardiner > Sir John General Art By: Rocketboy End of Show Mixes: deezlaughs EOS robertmaxwell_part2.mp3 MVP EOS Band Words.mp3 MVP EOS Slave Slab.mp3 Mark van Dijk - Systems Master Ryan Bemrose - Program Director Back Office Jae Dvorak Chapters: Dreb Scott Clip Custodian: Neal Jones Clip Collectors: Steve Jones & Dave Ackerman NEW: Gitmo Jams Sign Up for the newsletter No Agenda Peerage ShowNotes Archive of links and Assets (clips etc) 1847.noagendanotes.com Directory Archive of Shownotes (includes all audio and video assets used) archive.noagendanotes.com RSS Podcast Feed Full Summaries in PDF No Agenda Lite in opus format Last Modified 03/01/2026 16:49:55This page created with the FreedomController Last Modified 03/01/2026 16:49:55 by Freedom Controller

In this episode, Steve Fretzin and Brooke Lively discuss: Recognizing that law firms must master the business of law Prioritizing rocks before everything else Building culture through the right people and real accountability Understanding personal wiring and stage fit   Key Takeaways: Law school teaches legal doctrine, not leadership, systems, or execution. Firms that struggle often lack clear vision, aligned people, and real accountability. Frameworks like EOS provide structure for turning intention into consistent results. You cannot pursue every opportunity at once without diluting impact. Identifying quarterly “rocks” forces focus and determines what gets a firm's time and attention. Without clear priorities, “urgent” noise will crowd out important progress. Success depends on having the right people in the right seats and refusing to tolerate toxic high performers. Clear metrics, documented processes, and regular follow-through create traction. When accountability becomes normal, execution improves across the firm. Leaders thrive in different environments, whether scrappy growth or mature stability. Misalignment between personality and company stage can create friction and unintended chaos. Self-awareness allows both the leader and the firm to operate at their best.   "The urgent overtakes the important, and the important never gets done." —  Brooke Lively   Check out my new show, Be That Lawyer Coaches Corner, and get the strategies I use with my clients to win more business and love your career again.   Ready to go from good to GOAT in your legal marketing game? Don't miss PIMCON—where the brightest minds in professional services gather to share what really works. Lock in your spot now: https://www.pimcon.org/   Thank you to our Sponsor! Rankings.io: https://rankings.io/ Lawyer.com: https://www.lawyer.com/   Ready to grow your law practice without selling or chasing? Book your free 30-minute strategy session now—let's make this your breakout year: https://fretzin.com/   About Brooke Lively: Brooke Lively is a speaker, author, and profitability expert, and the founder of Cathedral Capital, a team of CFOs and Profitability Strategists dedicated to helping entrepreneurs transform their private practices into profitable, well-managed businesses. With an MBA in Investments and Corporate Finance, Brooke has leveraged her experience growing multiple companies to guide clients—from law firms to marketing agencies—in understanding financial statements, making data-driven decisions, and increasing profitability. She is the author of the 6 Key Numbers series, providing accessible financial guidance for business owners, psychologists, and attorneys. Known for her approachable yet candid style, Brooke also delivers engaging keynote presentations that educate entrepreneurs on financial stability, growth management, and sustainable profitability.   Connect with Brooke Lively:  Website: https://brookelively.com/ Facebook: https://www.facebook.com/CathedralCapital LinkedIn: https://www.linkedin.com/in/brookelively/ YouTube: https://www.youtube.com/channel/UCg1JD7XBFwGjizaa9_566sg Instagram: https://www.instagram.com/cathedralcapital/   Connect with Steve Fretzin: LinkedIn: Steve Fretzin Twitter: @stevefretzin Instagram: @fretzinsteve Facebook: Fretzin, Inc. Website: Fretzin.com Email: Steve@Fretzin.com Book: Legal Business Development Isn't Rocket Science and more! YouTube: Steve Fretzin Call Steve directly at 847-602-6911   Audio production by Turnkey Podcast Productions. You're the expert. Your podcast will prove it. 

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

On this episode, Pete and Julie share their POV's and insights on recent global payroll and EOR marketplace updates and activity making headlines to kick off 2026!   Pete and Julie share their thoughts on recent events, including Dayforce SKO, Strada Global SKO, Papaya Global's 2030 Workforce Summit, and ADP ReThink in Prague.  Additionally, they discuss several product updates and acquisitions and what it means for buyers and providers of global EOR and global payroll.  Vendors mentioned in the episode include ADP, Boundless, Dayforce, Deel, EOS, G-P, Hitekers Omnipresent, Papaya Global, Payoneer, Remote, SKAUD, and Strada Global.  Links mentioned on the show: Pete's Post from the AI workshop in Prague: https://tinyurl.com/ypzupj62 Pete's Post on Global EORs acting like teenagers: https://tinyurl.com/5n6xb2sz  Pete's Payroll Influences Blog on ADP ReThink:  https://www.payrollinfluences.com/post/adp-rethink-event-recap-adp-turns-75  Pete's series on the future of EOR: https://www.globalization-partners.com/blog/evolution-global-eor-as-strategic-growth-engine/  Papaya Global's 2030 Workforce Summit: https://papayaglobal.com/go/event/2030-workforce-summit-recap/ Connect with the show: LinkedIn:  http://linkedin.com/company/hr-payroll-2-0 X: @HRPayroll2_0  X: @PeteTiliakos  X: @JulieFer_HR BlueSky: https://bsky.app/profile/hrpayroll2o.bsky.social  YouTube: https://www.youtube.com/@HRPAYROLL2_0    WRKDefined Podcast Network: https://wrkdefined.com/podcast/hr-payroll-20 Thank you to our marquee sponsors for powering the HR & Payroll 2.0 podcast forward!  G-P ‘Globalization Partners': https://www.globalization-partners.com/ OneSource Virtual: https://hubs.ly/Q03YFNR90 Zoho: https://www.zoho.com/press.html Thank you to our ‘wizard behind the curtain' and show producer Ryan Kielma: https://www.linkedin.com/in/ryan-kielma/

What does it really take to scale a law firm profitably? In this episode of the Managing Partners Podcast, Kevin Daisey sits down with Brooke Lively, law firm growth expert, EOS implementer, and founder of CathCap, to unpack why most attorneys struggle to run their firms like businesses. From costly hiring mistakes that can exceed 150,000 dollars per attorney to the six key components of EOS, this conversation dives deep into execution, accountability, leadership, and culture. Brooke explains how law firm owners can move from chaos to clarity using 90-day rocks, measurable data dashboards, core value alignment, and process optimization. They also discuss the biggest myth about self-implementing EOS and why most firms only scratch the surface without guidance. If you are a managing partner looking to improve law firm profitability, build a self-managing team, reduce turnover, and create scalable systems, this episode delivers practical strategies you can implement immediately. Today's episode is sponsored by The Managing Partners Mastermind. Click here to schedule an interview to see if we are a fit. Chapters (00:00:00) - How to Build a Million- Dollar Firm(00:00:32) - Brooke Lively On The Managing Partners Podcast(00:01:16) - When You Should See Your Match Again(00:01:50) - How to Build a Law Firm on EOS(00:05:49) - How to Use EOS to Scale Your Law Firm(00:12:12) - Six Key Components to Getting Your Book Done(00:13:10) - Six Areas of Strengthening the Firm(00:14:23) - The next thing is data. And then that's.(00:15:12) - The 5 Components of a Strategic Plan(00:18:48) - Hiring in the Age of EOS(00:21:56) - How to Fill a Position(00:24:46) - The 3-Step Process for Growing Your Firm(00:28:38) - Core Values vs Accidental Values(00:31:54) - EOS: Scaling Law(00:33:37) - EOS for Law Firms: Connect with Brooke Scaling Law

Get Pat's guide to find a $1M business idea: https://clickhubspot.com/whv Episode 799: Sam Parr ( https://x.com/theSamParr ) and Shaan Puri ( https://x.com/ShaanVP ) talk to the Starter Story founder Pat Walls ( https://x.com/thepatwalls )  about selling his company + business ideas he's seen lately.  — Show Notes:  (0:00) Being pre-close (2:11) Starter Story (5:49) Pushscroll (10:12) Puffcount (12:31) 5-0 Scanner  (14:23) Cal.ai (16:10) B2B Video  (30:30) Busyness is for losers (33:57) EOS (39:56) I am my own biggest obstacle — Links: • Starter Story - https://www.youtube.com/@starterstory  • Starter Story database - https://www.starterstory.com/explore  • “I Am My Own Greatest Obstacle” - https://patwalls.com/2020-i-am-my-own-greatest-obstacle  — Check Out Shaan's Stuff: • Shaan's weekly email - https://www.shaanpuri.com  • Visit https://www.somewhere.com/mfm to hire worldwide talent like Shaan and get $500 off for being an MFM listener. Hire developers, assistants, marketing pros, sales teams and more for 80% less than US equivalents. • Mercury - Need a bank for your company? Go check out Mercury (mercury.com). Shaan uses it for all of his companies! Mercury is a financial technology company, not an FDIC-insured bank. Banking services provided by Choice Financial Group, Column, N.A., and Evolve Bank & Trust, Members FDIC • I run all my newsletters on Beehiiv and you should too + we're giving away $10k to our favorite newsletter, check it out: beehiiv.com/mfm-challenge — Check Out Sam's Stuff: • Hampton - https://www.joinhampton.com/ • Ideation Bootcamp - https://www.ideationbootcamp.co/ • Copy That - https://copythat.com • Hampton Wealth Survey - https://joinhampton.com/wealth • Sam's List - http://samslist.co/ My First Million is a HubSpot Original Podcast // Brought to you by HubSpot Media // Production by Arie Desormeaux // Editing by Ezra Bakker Trupiano /

Why do some law firms scale effortlessly while others stay stuck even when they're getting the same advice? In Episode 251, Paul sits down with Brooke Lively, founder of Scaling Law and a fractional CFO turned EOS Implementer exclusively for law firms. Brooke shares how her data-driven analysis uncovered a surprising pattern: performance differences weren't about intelligence, strategy, or effort they were about execution. That discovery led her deep into the Entrepreneurs Operating System (EOS) and ultimately into building a national community helping law firms implement structure, delegation, and predictive metrics to scale sustainably. This conversation dives into delegation, decision-making paralysis, predictive data, and the emotional difficulty of "letting go of the vine." For law firm owners and entrepreneurs alike, this episode is a masterclass in systems thinking, leadership maturity, and building a business that can grow beyond the founder.   Timestamps 00:00:00 – Introduction 00:01:19 – What Is Scaling Law 00:02:00 – The Three Performance Buckets 00:03:24 – Discovering EOS as the Differentiator 00:07:33 – Letting Go of the Vine 00:11:06 – Killing Off the Hero Complex 00:12:20 – Bad Habits That Keep Firms Stuck 00:15:43 – Rewiring the Expert Mindset 00:19:17 – Self-Audit Questions for Law Firm Owners 00:21:14 – Identifying the Right Predictive Data 00:23:20 – Eyeballs to Cash Explained 00:24:33 – Where to Start Episode Resources Discover how Brooke Lively helps law firms implement EOS, eliminate bottlenecks, and build predictable growth systems: https://scalinglaw.com Legacy Podcast: For more information about the Legacy Podcast and its co-hosts, visit https://businesslegacypodcast.com Leave a Review: If you enjoyed the episode, leave a review and rating on your preferred podcast platform. For more information: Visit https://businesslegacypodcast.com to access the show notes and additional resources on the episode.

Starting abroad this morning, it was a tough start to the week in Wall St which saw all 3 major indexes tumble as investors weigh fears of AI disruption across various industries, as well as the announcement of further tariffs. The Dow Jones dropped 1.7%, the Nasdaq declined 1.1%, while the S&P fell 1%.What to watch today:Back home, despite the rout in New York the ASX is expected to open in the green this morning, with the SPI futures indicating a 0.3% jump at the open of trade today.Turning to reporting season, we've seen some big announcements this morning already. Starting with Regal Partners (ASX:RPL), which announced substantial beats on its targets, with a 47% increase in income and a 65% jump in profit from last year.Monadelphous (ASX:MND) saw similarly positive results, announcing a record half year revenue which was 46% up from last year, while net profit climbed 53%.Keep an eye also on Woodside Energy (ASX:WDS), and Nine Entertainment (ASX:NEC), which will also be reporting today.So far, we've seen 173 companies report their results this reporting season. Of them, 69 companies or 40% have beaten expectations, 56 companies or 32% are in line, and 48 companies have missed expectations, making up the remaining 28%.Following their results yesterday, Bell Potter have maintained their buy rating on counter drone technology supplier Electro Optic Systems (ASX:EOS), however reduced their 12-month price target from $12 to $9.70, off the back of a combination of lower projected revenue and higher costs.The team have also upgraded employee benefits provider McMillan Shakespeare (ASX:MMS) from a Hold to a Buy with a 12 month target price of $18.50, following their results and FY26 guidance.And to end with commodities news:very little change in the Crude Oil price, which is trading just about flat at US$66 per barrel.However, it was a different story for precious metals, which have seen their rebound from the sell-off earlier this month continue as tariff uncertainty is back in the news. Gold is trading up 2.4% at around US$5230 per ounce, while Silver is up 4.7% to US$88.50 per ounce.

No Agenda Episode 1845 - "Slave Slab" "Slave Slab" Executive Producers: Benjamin Domzalski Evan Noah Watenmaker Jeffrey Anton Sir Commodore Mark Bendykowski Sir Rick of the Cyber Abyss Associate Executive Producers: Andrew Ribbe Striker Sir Tooth Fairy Linda Lu, Duchess of Jobs, writer of winning résumés Juliana Lee Become a member of the 1846 Club, support the show here Boost us with with Podcasting 2.0 Certified apps: Podverse - Podfriend - Breez - Sphinx - Podstation - Curiocaster - Fountain Title Changes Dame Denise Robertson > Baronetess Denise Queen of the "COBALT" programmers Art By: RocketBoy End of Show Mixes: deezlaughs EOS endofshow_2.22.26.mp3 MVP EOS Second Half (Edit).mp3 MVP EOS Trolls In The Dark.mp3 Secret Agent Paul EOS AOC Miss South Carolina mashup.mp3 Mark van Dijk - Systems Master Ryan Bemrose - Program Director Back Office Jae Dvorak Chapters: Dreb Scott Clip Custodian: Neal Jones Clip Collectors: Steve Jones & Dave Ackerman NEW: Gitmo Jams Sign Up for the newsletter No Agenda Peerage ShowNotes Archive of links and Assets (clips etc) 1845.noagendanotes.com Directory Archive of Shownotes (includes all audio and video assets used) archive.noagendanotes.com RSS Podcast Feed Full Summaries in PDF No Agenda Lite in opus format Last Modified 02/22/2026 16:43:19This page created with the FreedomController Last Modified 02/22/2026 16:43:19 b

In This Episode If your business depends on you for every decision, every approval, and every correction, you don't have a scalable company—you have a job with overhead. In this episode, Adi Klevit interviews returning guest Brooke Lively about her new book, Scaling Law, and what it really takes to implement EOS inside a law firm. Brooke explains why many attorneys believe they are "different" and why they often operate as practices instead of businesses. The shift from practitioner to business owner requires systems, structure, and intentional leadership. Adi and Brooke walk through the six EOS components—Vision, People, Data, Issues, Process, and Traction—and show how each pillar builds on the others. They discuss common delegation mistakes, including abdicating responsibility without providing clarity, tools, or defined outcomes. Brooke shares a powerful example of multiple law firm partners using different client contracts—an operational risk that could easily be solved with a documented, centralized process. The conversation reinforces a universal truth: without documented processes, clear accountability charts, and structured decision-making, businesses repeat the same problems. When systems are implemented and followed consistently—even 80% of the time—organizations gain traction, reduce chaos, and create companies that can run beyond the owner.  

A new Ghost Hackers track. This was created in AUM using the Thor synth (by Reason), Hilda synth and Axon3 (beat/drum creator) using Moog MF-1045 (delay) , EOS 2 (reverb) and Revolv (convolution reverb) and Grand Finale (Limiter/Compresser).

Entrepreneur and EOS implementer Sid Joshnani joins me to unpack what really happens when a business grows fast, becomes dangerously dependent on one client, and nearly collapses under its own fragility.Most business stories skip the middle — the sleepless payroll nights, the rejected credit cards, the clients who stretch payments while you carry 35 salaries on your back. This episode doesn't.Sid shares how his IT services company grew to $3 million in revenue — with one client representing 75% of it — and how that concentration nearly pushed him into bankruptcy. We walk through the tension of chasing late payments from large corporations, the anxiety of holding only $150 in the corporate checking account, and the uncomfortable realization that dependence kills leverage.From there, the conversation turns tactical.Sid explains how discovering EOS (Entrepreneurial Operating System) helped him move from firefighting to systems thinking. We break down pipeline discipline, activity-based metrics, hiring dedicated sales leadership, understanding unit economics, and why the ability to walk away from a deal only comes when you've architected your business not to need it.We also explore the emotional side: leaving Deloitte for entrepreneurship, briefly returning to consulting to survive, moonlighting to stay afloat, and the psychological weight of carrying other people's livelihoods.This isn't a glamorized founder story.It's a candid conversation about de-risking your business before it de-risks you.The lesson isn't avoiding struggle.It's building a company that can survive it.TL;DR* Client concentration risk can destroy otherwise profitable businesses* Large companies use extended payables as a financing tool — small vendors absorb the pain* The best negotiation position is not needing the deal* Revenue diversification creates leverage* Activity-based metrics matter more than lagging financial indicators* Cash in the bank is stability — not vanity* Unit economics must work before operating systems can scale them* Discipline and consistency outperform bursts of motivation* Entrepreneurship isn't freedom — it's responsibilityMemorable Lines* “The best way to negotiate a deal is to not need it.”* “When one client is 75% of your revenue, you don't own a business — you own a risk.”* “Big companies use small vendors as a finance tool.”* “Discipline and consistency always win.”* “You can't scale chaos — you have to systematize it first.”GuestSid Joshnani — Entrepreneur, EOS implementer, and Founder & CEO of RecrudoFormer MSP owner who rebuilt after near collapse and now helps companies implement EOS while also leading a staffing company connecting founders with offshore talent in the Philippines and Latin America.

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

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

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

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

Kyle Whissel doesn't just lead one of the top real estate teams in the country—he's redefined what's possible with structure, systems, and relentless clarity.   In this episode, James and Keith dive deep with the CEO of Whissel Realty Group (now Whissel Beer Group) to talk about everything from EOS and business operating systems to letting go of control, finding balance, and why agents are already part of a team (even if they don't know it).   If you're still clinging to every task or unsure how to scale without burning out, this one's a game-changer.   Is your real estate business building equity or just paying the bills? At FirstTeam® Real Estate, Behind the Agent™ means putting real ownership in your hands. This isn't about stacking commissions, it's about building something that lasts.   You stay the face of your brand. We bring the strategy, marketing, leadership, and infrastructure to scale it.   No franchise caps. No growth ceilings. Just the freedom to run your business like a business. We're not building a roster. We're building real careers.   Break the glass ceiling. Own your future. Explore agent ownership opportunities at: https://firstteam.com/ownership   Give your clients the competitive edge with Zillow's Showcase. Discover how this exclusive, immersive media experience featuring stunning photography, video, virtual staging, and SkyTour helps agents drive more views, saves, and shares. Agents using Showcase on the majority of their listings on Zillow list 30% more homes than similar non-Showcase agents. Learn how to stand out and become the agent sellers choose. https://bit.ly/4jIetOp   Zillow Zeitgeist 2025 https://www.zillow.com/learn/zeitgeist-2025/   Links mentioned in the show: Traction: https://benbellabooks.com/shop/traction/ 12 Week Year: https://store.12weekyear.com/product-details/product/12-week-year-book Death by Meeting: https://www.tablegroup.com/product/dbm/   Connect with Kyle on LinkedIn - Instagram - X - Facebook and check out whisselrealty.com.   Subscribe to Real Estate Insiders Unfiltered on YouTube! https://www.youtube.com/@RealEstateInsidersUnfiltered?sub_confirmation=1   To learn more about becoming a sponsor of the show, send us an email: jessica@inman.com You asked for it. We delivered. Check out our new merch! https://merch.realestateinsidersunfiltered.com/   Follow Real Estate Insiders Unfiltered Podcast on Instagram - YouTube, Facebook - TikTok. Visit us online at realestateinsidersunfiltered.com.   Link to Facebook Page: https://www.facebook.com/RealEstateInsidersUnfiltered Link to Instagram Page: https://www.instagram.com/realestateinsiderspod/ Link to YouTube Page: https://www.youtube.com/@RealEstateInsidersUnfiltered Link to TikTok Page: https://www.tiktok.com/@realestateinsiderspod Link to website: https://realestateinsidersunfiltered.com This podcast is produced by Two Brothers Creative. https://twobrotherscreative.com/contact/  

In this episode of Better Business, Better Life, Debra Chantry-Taylor is joined by Marisa Smith, EOS Implementer and co-author of the new book Rollout, to explore The Psychology Behind Successful EOS Adoption. While many leadership teams implement EOS tools, far fewer successfully embed them across the entire organisation. Marisa shares her journey from software entrepreneur to EOS Worldwide marketing director and now implementer, revealing why self-implementation often stalls and why context, patience, and repetition are essential for lasting traction. Together, Debra and Marisa unpack the four-phase rollout roadmap: prepare, launch, integrate, and sustain. They discuss why the accountability chart and Vision-Traction Organizer are foundational, how leaders must master the tools before teaching them, and why change management is more psychological than procedural. The conversation also dives into the neuroscience of change, the importance of repetition, and the leadership discipline required to reach 100% strong. If you have ever wondered why EOS works brilliantly in some organisations and fizzles in others, this episode explains the human side behind successful adoption.    CONNECT WITH DEBRA:         ___________________________________________         ►Debra Chantry-Taylor is a Certified EOS Implementer | Entrepreneurial Leadership & Business Coach | Business Owner ►Connect with Debra: debra@businessaction.com.au  ►See how she can help you: https://businessaction.co.nz/ ►Claim Your Free E-Book: https://www.businessaction.co.nz/free-e-book/ ___________________________________________        ► Marisa Smith – LinkedIn: https://www.linkedin.com/in/marisabsmith/   ► Website: https://www.marisa-smith.com/    Episode 259 Chapters:    00:00 – Introduction  02:02 – Marisa's Entrepreneurial Journey   04:59 – Transition to EOS and Becoming an Implementer   07:19 – Challenges and Benefits of Rolling Out EOS   10:58 – The Importance of Context and Preparation   12:26 – Practical Tools and Tips for Rollout   12:43 – The Role of an Implementer   16:20 – The Psychology of EOS   25:17 – The Journey to 100% Strong   32:22 – Final Thoughts and Resources 

Join us on this episode of Get More MSP Leads (formerly the Know, Grow, Scale podcast) as Laura Johns sits down with Aaron Garcia, former MSP COO turned EOS Implementer, to talk about what it really takes to scale an MSP without burning out. With over 17 years in the MSP space, Aaron has lived the late nights, the ticket overload, the people challenges, and the constant pressure that founders face. After helping grow his MSP from $2.5M to $11.5M in revenue and expanding the team to 55 employees, he made a bold move to help other MSPs break through the ceilings holding them back. In this episode, we unpack: The most common frustrations MSP leaders face, including lack of control, people challenges, stalled growth, and profit plateaus Why many founders unknowingly become the bottleneck in their own business What "right person, right seat" actually means and how it transforms team performance Real examples of how implementing EOS reduced chaos, improved accountability, and accelerated growth How to create clarity and alignment around vision so your entire team rows in the same direction Why vulnerability and willingness to change are non-negotiables for scaling If you are an MSP owner feeling stuck, overwhelmed, or unsure how to get to the next level, this conversation offers both practical tools and honest insight from someone who has been in your seat. Aaron also shares where to start, including the foundational EOS books Get a Grip and Traction, and how MSP leaders can book a complimentary 90-minute session to evaluate the strength of their business across six key components. This episode is a must-listen for MSP founders who want to grow revenue, increase profitability, build accountability, and finally take a vacation without their laptop. 00:00 Introduction and Aaron's MSP background 03:05 Discovering EOS and the turning point 06:13 Common struggles MSP leaders face 09:01 The six key components of a strong business 11:49 Aligning vision and leadership teams 17:26 Real growth stories and people decisions 20:49 Accountability, freedom, and founder mindset 23:31 Where to connect and next steps Subscribe to the Get More MSP Leads (formerly the Know, Grow, Scale) podcast for more insights designed specifically to help MSPs grow smarter and scale stronger. _________________________________________________________ The Business Growers: https://www.instagram.com/thebizgrowers/ _________________________________________________________ About The Business Growers: Many Managed Services Providers and IT companies struggle to grow because they are constantly putting out fires and don't have the bandwidth to focus on the marketing strategy and execution required to scale the business. At The Business Growers, we believe you shouldn't have to hire a full-time marketing team to compete in the marketplace. We work exclusively with MSPs and IT companies, serving as their tech marketing dream team and offering a proven framework for revenue growth. Visit us at https://thebusinessgrowers.com

"Token Muncher" Executive Producers: Commodore Paul Vreugdenhil Jeff Woodward Dan Bilthouse Sir Foster of the Deep Woods Electrons Associate Executive Producers: Eli the coffee guy La Jolla Salt Corporation Aaltje de Boer Linda Lu, Duchess of Jobs, writer of winning résumés Become a member of the 1844 Club, support the show here Boost us with with Podcasting 2.0 Certified apps: Podverse - Podfriend - Breez - Sphinx - Podstation - Curiocaster - Fountain Knights & Dames Wim Bakker > Ser Willem of Beavertown (Beverwijk) from the Netherlands. Commodore Paul Vreugdenhil > Sir Paul, Knight of the Driftless Area. Art By: Jeffrey Rea End of Show Mixes: Sir Gene EOS We didn't eat the children.mp3 deezlaughs EOS endofshow.2.8.mp3 Mark van Dijk - Systems Master Ryan Bemrose - Program Director Back Office Jae Dvorak Chapters: Dreb Scott Clip Custodian: Neal Jones Clip Collectors: Steve Jones & Dave Ackerman NEW: Gitmo Jams Sign Up for the newsletter No Agenda Peerage ShowNotes Archive of links and Assets (clips etc) 1843.noagendanotes.com Directory Archive of Shownotes (includes all audio and video assets used) archive.noagendanotes.com RSS Podcast Feed Full Summaries in PDF No Agenda Lite in opus format Last Modified 02/15/2026 16:26:29This page created with the FreedomController Last Modified 02/15/2026 16:26:29 by Freedom Controller

A review of the week's major US international tax-related news. In this edition:  IRS issues guidance on foreign entity restrictions for certain energy credits – Senate fails to pass resolution blocking CAMT partnership notice – US, Taiwan sign trade agreement – White House issues trade EOs on India and Iran.

In this episode of the GaryVee Audio Experience, I sit down with legendary marketer Jim Stengel for our 8th annual Super Bowl Advertiser Roundtable. We are joined by CMOs and Presidents from major brands—including Ritz, EOS, Novartis, Cadillac Formula 1, and Tree Hut—to discuss their strategies for maximizing the most expensive 30 seconds in advertising. I share my biggest takeaways from the weekend in Santa Clara and San Francisco, including my thoughts on the "Super Bowl surround sound" my team executed and why I am "petrified" of most celebrity campaigns. We discuss the shifting role of the Super Bowl spot as a "tactic" in a larger, always-on strategy, and I make a bold prediction about what the next era of Super Bowl advertising will look like.You'll learn:Why I view every event, including the Super Bowl, as a "production day" for contentHow to get more value out of experiential marketing by creating thoughtful content with influencersMy philosophy on why most brands should prioritize trial and sampling at the Super BowlWhy the shift to an "interest graph" on social media is forcing marketers to double down on creative relevanceThe immense economic impact of "family moments" and team building for employee retentionMy prediction that a future Super Bowl ad will be an exact replica of a high-performing organic social media post

Send a textIn this episode of Joey Pinz Discipline Conversations, Joey Pinz sits down with Michaela Anderson, founder of LoyaltyOps™, to unpack why so many organizations stall—not because of strategy, tools, or talent—but because people aren't aligned on how to think, behave, and decide together.Michaela breaks down the real difference between leaders and managers, why culture exists whether you design it or not, and how misalignment quietly destroys execution. Drawing from her experience as a Division I athlete, business founder, and organizational advisor, she explains how performance becomes predictable when teams operate with shared standards—not heroics.The conversation dives deep into why popular frameworks like EOS and OKRs often fail to create consistency, what AI can (and can't) fix inside organizations, and why loyalty—defined as commitment plus action—may be the missing ingredient behind sustainable growth.This episode is a must-listen for founders, executives, and leaders who feel stuck firefighting, drowning in meetings, or frustrated that “great people” aren't producing great results. You'll walk away with a clearer understanding of how leadership, culture, and systems must work together—especially as companies scale. ⭐ Top 3 Highlights

What does it really take to scale a business without sacrificing culture?In this episode of the Build a Vibrant Culture Podcast, Nicole Greer sits down with Dr. AJ Tremont and Taylor Plyler of Mint Hill Dentistry to unpack how intentional leadership, servant mindset, and people-first systems have helped them grow four thriving dental practices—while maintaining a five-star experience for patients and employees.From shutting down operations for culture days (yes, really!) to using EOS, core values, and powerful storytelling exercises to build trust and connection, this conversation is a masterclass in what it means to lead with heart and still win in business.You'll hear real stories about hiring for character, creating psychological safety, overcoming scarcity mindset, and why culture isn't something you hang on the wall—it's something you live every day.Vibrant Highlights:00:02:44 – Culture Always Wins: Dr. AJ Tremont explains why they willingly shut down operations and invested time and money into their people—because when culture is strong, everything else follows.00:07:20 – Core Values in Action (Not on a Wall): AJ and Taylor share how they actively use core values by nominating and recognizing team members who live them, turning values into daily behaviors instead of empty words.00:11:59 – Going Above and Beyond for Patients: A powerful story about a team member driving 25 minutes to help an elderly patient—showing what “being a difference maker” truly looks like in action.00:19:23 – The Exercise That Changed Team Relationships: The team uses a vulnerability-based storytelling exercise inspired by The Five Dysfunctions of a Team that deepened trust, empathy, and respect across roles.00:26:39 – Fail Fast and Lead with Heart: AJ and Taylor share their leadership philosophies: don't fear failure, embrace hard conversations, and remember that servant leadership fuels both performance and profit.Connect with Dr. Tremont and Taylor:LinkedIn: https://www.linkedin.com/in/aj-tremont-987115264/minthilldentistry.com (Mint Hill, NC)southerncharmdentistrync.com (Concord, NC)albemarledentistry.com (Albemarle, NC)Also mentioned on this episode:The Five Dysfunctions of a Team: https://a.co/d/0dEvm4mhAuthor Keith Cunningham: https://www.amazon.com/stores/Keith-J.-Cunningham/author/B00606AQZ2?ref=ap_…Ready to build a culture where people feel valued, energized, and committed?Bring Nicole Greer, The Vibrant Coach, to your leadership team, organization, or conference to ignite clarity, accountability, energy, and results.Visit: vibrantculture.comEmail: nicole@vibrantculture.comWatch Nicole's TEDx Talk: vibrantculture.com/videos

Taking over a family machine shop is never just a business decision. It's personal. In this episode of Machine Shop Mastery, I sit down with Nubia Perez of Gretna Machine Shop to talk about what it really means to carry a founder's legacy forward while finding the courage to lead in your own way. Nubia shares the origin story of Gretna Machine Shop, founded by her father after immigrating to the U.S. with little more than a suitcase and a trade. What began in a small garage evolved into a respected Houston-based precision machining company serving oil and gas, aerospace, and defense. But the journey wasn't linear, and it wasn't easy. After her father's health declined and he passed away shortly after Nubia joined the business, she was left to navigate leadership without the long runway many second-generation owners get. For nearly a decade, she focused on administration, growth initiatives, and diversification, without fully stepping into the role of CEO. Those years, which she candidly refers to as "the dark years," revealed a hard truth: the business didn't just need management, it needed vision. This conversation explores Nubia's transformation from reluctant successor to confident leader. We talk about imposter syndrome, EOS, values-based leadership, mindful manufacturing, and how culture changes when the stress comes from the work instead of the people. It's an honest, human story about growth, grief, responsibility, and learning to lead as yourself — not as a replica of the generation before you. You will want to hear this episode if you are interested in... (0:00) Why separating people from problems changes how teams handle stress (0:55) Introducing Nubia Perez and Gretna Machine Shop (3:01) A snapshot of Gretna today, including industries served and ownership structure (3:53) Gretna's founding and the early days in Houston (6:43) Nubia's career outside manufacturing and resisting the family business (7:51) Joining the shop, starting an MBA, and losing her father months later (10:43) Why you should check out the SMW Autoblok catalog (11:58) Growing up around the shop and parental expectations (13:36) Learning to love manufacturing and seeing the shop as a place of opportunity (17:27) The "dark years" after taking over without clear leadership or vision (18:26) Moving facilities and early efforts to professionalize the business (21:01) Realizing the business needed a true CEO, not just administrators (24:01) Stepping into leadership through observation, listening, and learning (25:47) How her father's health shaped Gretna's culture and focus on wellness (28:49) Mark your calendars and come see us at IMTS 2026! (29:45) Hiring, firing, and promoting based on values, not just performance (32:47) Diversifying beyond oil and gas into aerospace and defense (37:00) Using feedback loops to learn from both failures and wins (41:16) Lean thinking, operational waste, and continuous improvement in practice (44:07) Using EOS scorecards and Level 10 meetings to drive accountability (46:27) Turning metrics and root cause analysis into real action (48:42) How to get ProShop's guide to help you achieve on-time delivery  (50:11) Workforce development challenges and investing in apprenticeships (54:03) Building culture through shared routines and leadership team trust (57:28) Embracing authentic leadership and letting go of imposter syndrome (1:03:46) How to connect with Gretna Machine Shop and Nubia Perez Resources & People Mentioned Capital IDEA Houston NTMA  SMW Autoblok catalog IMTS 2026 ProShop's on-time delivery guide  Connect with Nubia Perez Connect on LinkedIn Gretna Machine Shop Connect With Machine Shop Mastery The website LinkedIn YouTube Instagram Subscribe to Machine Shop Mastery on Apple, Spotify Audio Production and Show Notes by - PODCAST FAST TRACK

Outgrowing Your Team: The Loyal "Mike" Problem Every Business Owner Faces with Kurt Wilkin   Find Rocky Lalvani @ www.ProfitComesFirst.com or email him at rocky@profitcomesfirst.com   "Every growing business has a 'Mike'—the loyal early employee who quietly becomes your biggest bottleneck."   Most entrepreneurs don't fail because they lack hustle. They get stuck because the team that got them here… can't get them there.   In this episode of Profit Answer Man, Rocky Lalvani talks with Kurt Wilkin—entrepreneur, former founder of HireBetter (a recruiting firm that partnered heavily with EOS companies), and author of Who's Your Mic?—about the moment every growing business eventually faces: you outgrow a "key person," and your loyalty delays the decision that growth requires.  Kurt breaks down the "Mike" problem (the early employee who handled the finance/ops/integrator work), why founders wait too long, and what to do before the bottleneck starts costing you profit, time, and momentum.    In This Episode, You'll Learn: What "Who's Your Mike?" really means—and why every entrepreneur either has, had, or will have a "Mike" if they keep growing.  The classic growth pattern: how "Mike" goes from bookkeeper → accountant → controller → "CFO"… until the business hits a level where he's in over his head (banks, credit lines, bigger deals).  Why business owners delay the hard conversation—and why it feels like firing a lifelong friend.  Why you don't always have to fire Mike (reassignment can work)—but keeping a struggling leader creates a ceiling on the whole team.  A key hiring truth: you can't attract A-players to join a team when a C-player is running the department.  The "Pipeline Paul" warning for sales hiring—and the red flag Kurt calls out (repeated ~18-month stints).  Why founders struggle to hire salespeople: the owner can sell because they are the business, but a salesperson can't replicate that without a real sales system.  The difference between traditional sales and business development (solving the customer's problem vs. forcing a fit).  The integrator affordability question ("Next Level Natalie")—and Kurt's view that many businesses have "money in the couch cushions" through waste and inefficiency.  Rocky's take on the "everyone is busy" trap—and how sometimes one person is effectively creating fires the team constantly fights.  Why peer communities matter: Kurt's perspective on EOS as a business operating system, and YPO as a broader peer group that includes family and personal balance.    The Big Takeaway: Growth doesn't just demand better strategy—it demands better people alignment. If you're scaling and your leadership team hasn't scaled with you, you may be running a "lifestyle business" for everyone except the owner: the team hits goals, stays busy, and the founder is left holding the stress (and sometimes the lack of profit/cash flow).  The question isn't whether you'll face a "Mike." The question is whether you'll address it early—before it becomes the reason growth stalls.    Bio: Kurt Wilkin is an entrepreneur and former founder of HireBetter, a recruiting firm that helped entrepreneurs build next-level teams and partnered with EOS companies. He previously built and sold a finance and accounting consulting firm (growing to ~120 employees), and he hosts the podcast Unlocking Moves. Kurt's work focuses on helping entrepreneurs build strong teams and healthy businesses—what he calls "capitalism for good."    Links: Instagram: @Kurt.Wilkin and @UnlockingMoves Facebook: @KurtWilkin Twitter: @KurtWilkin LinkedIn: Kurt-Wilkin   Conclusion: If you want to grow, you can't avoid hard people decisions forever. Start by identifying your "Mike," getting clear on where the business is going next, and mapping the real gaps on your leadership team. Then have the honest conversations early—because once you see misalignment clearly, waiting only makes it more expensive (in profit, time, and momentum).    Listen to the full episode to learn how to spot your "Mike," make the hard people decisions sooner, and build a team that scales profitably.   #ProfitAnswerMan #ProfitFirst #ProfitComesFirst #CashFlow #BusinessOwners #Leadership #TeamBuilding #Hiring #Recruiting #PeopleOps #CompanyCulture #LegacyEmployees #EOS #Traction #Integrator #Operations #ScaleUp #Entrepreneurship #SalesHiring #BusinessDevelopment #SalesProcess #SmallBusinessGrowth   Watch the full episode on YouTube: https://www.youtube.com/@profitanswerman Sign up to be notified when the next cohort of the Profit First Experience Course is available! Free Copy of the Profit Blueprint Book: : https://lp.profitcomesfirst.com/landing-page-page  Monthly Newsletter signup: https://lp.profitcomesfirst.com/newsletter-signup Relay Bank (affiliate link): https://relayfi.com/?referralcode=profitcomesfirst Profit Answer Man Facebook group: https://www.facebook.com/groups/profitanswerman/ My podcast about living a richer more meaningful life: http://richersoul.com/ Music provided by Junan from Junan Podcast Any financial advice is for educational purposes only and you should consult with an expert for your specific needs.

In this episode of The Orthopreneurs Podcast, I sit down with Dr. Ben Samuelson—an orthodontist and co-founder of PDOA (Pediatric Dental & Orthodontic Associates)—who's quietly built a multi-practice model across Alabama that's giving OSOs a serious run for their money. We get real about the challenges of growth, retaining top-tier team members, and how building your own collaborative group of practices can unlock career advancement, culture control, and long-term freedom—without sacrificing your autonomy.Ben shares how he and his pediatric dentistry partners co-branded multiple practices under one umbrella, developed scalable systems using EOS (Entrepreneurial Operating System), and turned what used to be cookie-basket-level marketing into a patient magnet powered by smart, integrated operations. Whether you're feeling stuck at $1.5M/year or wondering how to grow while keeping your sanity, this episode is packed with honest insights and proven strategies you can actually use.Quotes“When I was by myself in my little practice... your ceiling's pretty low. Now I can give my team real growth paths and comp packages that actually reward performance.” — Dr. Ben Samuelson“You can treat more people, better, with fewer mistakes, if you build systems around your vision. That's what EOS gave us.” — Dr. Ben SamuelsonKey TakeawaysIntro (00:00)Ben's Origin Story (01:02)The Truth About Scaling (03:01)Recruiting High-Quality Team Members (04:30)Tools That Helped Build the Foundation (06:10)The Biggest Challenge: People (10:29)Covering Clinical Blind Spots (14:39).Marketing Without Cookie Baskets (16:27)Prophy-Prophy Reality Check (19:19)Secret to More Adult Starts (20:56)Additional ResourcesBen Samuelson proves that building a collaborative, multi-practice model doesn't require giving up autonomy, selling to a DSO, or losing your identity. If you've hit a wall in your private practice—or you're just ready for more—this episode is your blueprint. Whether you're curious about EOS, co-branded models, or finding your first great partner, you'll leave this conversation with clarity and confidence.Need to get in contact with Ben?Samuelsonorthodontics@gmail.com https://www.samuelsonorthodontics.com - For more information, visit: https://orthopreneurs.com/- Join our FREE Facebook group here: https://www.facebook.com/groups/

In this prictical episode, Sid Jashnani, Founder of Rekruuto, shares how to master delegation and scale using global talent to escape solo overload. If you struggle with doing everything yourself and fearing first hires, you won't want to miss it.You will discover:- How to use the Delta Delegation Ladder for structured task handoff- Why starting with low-risk tasks builds trust in delegation- What global VAs provide for cost-effective team growthThis episode is ideal for for Founders, Owners, and CEOs in stage 2 of The Founder's Evolution. Not sure which stage you're in? Find out for free in less than 10 minutes at https://www.scalearchitects.com/founders/quizSid Jashnani is the Founder of Rekruuto, a Certified EOS Implementer®, and a holdco entrepreneur who builds and acquires IT infrastructure companies. He scaled his own business from $4M to $35M using EOS, transforming from a firefighting operator into a strategic leader. Today, he helps entrepreneurs and leadership teams gain clarity, discipline, and traction through EOS coaching, specializing in delegation systems such as the DELTA Delegation Ladder and pairing strong systems with offshore talent to scale efficiently and affordably. His mission is to help good companies become great while enabling leaders to reclaim their time, clarity, and freedom.Want to learn more about Sid Jashnani's work at Rekruuto? Check out his website at https://www.rekruuto.netMentioned in this episode:Take the Founder's Evolution Quiz TodayIf you're a Founder, business owner, or CEO who feels overworked by the business you lead and underwhelmed by the results, you're doing it wrong. Succeeding as a founder all comes down to doing the right one or two things right now. Take the quiz today at foundersquiz.com, and in just ten questions, you can figure out what stage you are in, so you can focus on what is going to work and say goodbye to everything else.Founder's Quiz

SUMMARY: This episode is a replay from a previous season of Ops Experts, but the conversation remains just as relevant today. Aaron Hovivian, Terryn Turner, and Savannah Newton dive into what it really means to invest in people beyond hiring—focusing on onboarding, culture, and long-term team development. Rather than treating recruitment as a finish line, the discussion emphasizes building systems and environments that help people grow once they're inside the organization. The team explores practical ways leaders can develop their people, including intentional onboarding, clearly communicating company culture, using tools like EOS and the Vision Traction Organizer, and creating shared learning experiences through book clubs, mentoring, and team huddles. The core takeaway: strong operations aren't just about processes—they're built by developing people in a way that's clear, repeatable, and aligned with where the company is going. Minute by Minute:  00:00 Introduction and Setting the Stage 02:34 Investing in People: Onboarding and Development 08:34 Communicating Company Culture and Vision 12:17 Mentoring and Developing Future Leaders 17:27 Creating a Learning Culture through Book Clubs and Huddles

Unlock the power of EOS (Entrepreneurial Operating System) as Erik Dodier shares his journey from startup to successful exit, revealing how EOS helped transform his company's culture, growth, and leadership. Melanie Johnson joins to break down the practical steps, tools, and disciplines that any business leader can use to clarify vision, foster accountability, and sustain motivation within the team. Get straight-to-the-point advice on building a robust operating framework and driving long-term business success.

Logan sits down with Victor Lebegue, founder of VL Builders, to unpack one of the hardest leadership decisions a remodeler can face: when to shut something down to save what matters most. Victor shares the story of running two branches of his business in different states—and how market shifts, team dynamics, and leadership realities forced him to close the company he originally built from scratch. From there, the conversation dives deep into culture, hiring, EOS, and what it actually takes to lead people through uncertainty while building a business that can scale without burning out the owner. If you're navigating growth, leadership strain, or questioning whether your current structure is holding you back, this episode offers hard-earned lessons from the trenches.

On this episode of Travis Makes Money, host Travis Chappell is joined in studio by his producer Eric for a candid conversation about ditching hustle culture and getting truly productive. They unpack how Travis learned to ruthlessly prioritize his time while launching a software company, and why shifting from “busy” to “effective” helped his team break seven figures in revenue. Along the way, they break down frameworks from EOS, Traction, The One Thing, and lessons from leaders like Sharan Srivatsa, Ed Mylett, and the Hormozis on using your time like a real CEO. On this episode we talk about: Why people confuse being busy with being valuable—and how that sabotages real progress. How Travis redefined his role as a CEO around talent, cash, and vision instead of doing everything himself. Using EOS (Entrepreneurial Operating System), Traction, and The One Thing to reverse engineer high‑leverage daily priorities. The real message behind Ed Mylett's “21 days a week” concept and why most people only work 2–4 truly productive hours a day. Practical ways solopreneurs can time‑block their day, audit their activities, and turn three “days” of output into one. Top 3 Takeaways Your worth is not measured by how busy you look; it is measured by the results you create from a few high‑leverage actions done consistently. A CEO's job is to recruit and retain talent, keep cash in the bank, and cast vision—everything else should be delegated or eliminated as fast as possible. Compressing time by stacking focused blocks of deep, productive work over months and years completely changes your business trajectory and quality of life. Notable Quotes “At some point, you have to ruthlessly prioritize what makes it onto your calendar or you'll do a bunch of stuff and get nothing done.” “The idea that more hours equals better output is false; it is what you do with the hours you actually work that moves the needle.” Connect with Travis Chappell: LinkedIn: https://www.linkedin.com/in/travischappell Twitter/X: https://twitter.com/traviscchappell Instagram: https://www.instagram.com/travischappell Other: https://www.travismakesmoney.com Travis Makes Money is made possible by High Level – the All-In-One Sales & Marketing Platform built for agencies, by an agency. Capture leads, nurture them, and close more deals—all from one powerful platform. Get an extended free trial at gohighlevel.com/travis. Learn more about your ad choices. Visit megaphone.fm/adchoices

Retail arbitrage on Amazon has allowed Kim and Perry Coghlan to sell over 8 figures in a single year selling shoes and clothing They manage a team of about 20 people across two cities while raising 13 kids. In this deep-dive interview, they reveal the exact systems, processes, and management philosophies that make it all work.CONNECT WITH KIM AND PERRY– Youtube: https://www.youtube.com/@EcomToolbox– Free Facebook group: https://www.facebook.com/groups/ecomtoolbox– Facebook page: https://www.facebook.com/ecomtoolbox1– Skool: https://www.skool.com/ecomtoolbox/about?ref=4adcf73740e949279874c4793504807c– Twitter: https://x.com/Pcoghlan, https://x.com/kimcoghlan4, https://x.com/ecom_toolboxRECOMMENDED TOOLS– SellerAmp SAS (14-day free trial): https://www.selleramp.com/oachallengeUse code OAC50 to save 50% off your first month.– Keepa Academy: https://www.oachallenge.com/keepa-academy– Boxem (14-day free trial): https://www.oachallenge.com/boxemTIMESTAMPS0:00 - Introduction and episode overview2:15 - Kim and Perry's business overview (10 years, 8 figures, 20 employees)4:30 - Shifting focus from top line revenue to bottom line profit6:00 - Why employees wanted data and metrics8:00 - Ecom Toolbox community and podcast launch11:00 - Helping intermediate sellers scale sustainably12:00 - The retail arbitrage renaissance14:30 - Know your numbers: why financial foundations matter first16:30 - Top metrics every Amazon seller should track17:30 - Velocity and cash flow management20:00 - Tracking stale inventory and learning from bad buys23:00 - The business scorecard explained (EOS framework)26:00 - Scorecard metrics: sales, spend, inventory value, margin28:00 - Returns tracking and seasonal variations31:00 - Finding the right tempo for tracking your numbers33:00 - Using AI in their Amazon business36:00 - Lean operations and spaghetti mapping explained39:00 - Real examples of process improvement41:00 - Bringing in a lean consultant for company-wide training43:00 - The eight wastes and eliminating extra processing44:00 - Mindset shift: accepting your process is wrong47:00 - Being the boss you never had49:00 - Elon Musk, staying in the weeds, and the Gemba51:00 - Book recommendations (Walter Isaacson, Ron Chernow)52:00 - Building systems through crisis response, not planning55:00 - Complete hiring process and personality testing59:00 - Phone screening, core values introduction, and filtering1:01:00 - Shopper training program overview1:04:00 - Warehouse training before field work1:07:00 - What makes a shopper field-ready1:09:00 - Compensation structure: item count vs percentage of spend1:11:00 - Bonus structure and incentivizing profitable behavior1:12:30 - Buying criteria for shoes and clothing (minimums, ROI)1:15:00 - Subcategories to avoid (dress shoes, small sizes)1:16:00 - Repricing strategy: buy box anchoring, not ROI-based1:18:00 - The rodeo jeans revelation: market doesn't care what you paid1:19:00 - Aging inventory repricing (30-day and 90-day rules)1:22:00 - Using ScanPower Mobile for pricing decisions1:23:30 - Holding inventory strategy and merchant fulfilled hack1:26:00 - Supplier profitability report as backbone of shopper metrics1:28:00 - Cross-collaboration and company averages1:30:00 - Honey holes and competitive bonuses1:31:00 - The four core values (TACO framework)1:34:00 - Quarterly conversations and the people analyzer1:36:00 - Embedding core values through repetition1:37:00 - Importance of outside perspectives and continuous learning1:39:00 - How lean and EOS clicked for them1:40:00 - EOS as the administrative equivalent of lean1:43:00 - Ecom Toolbox elevator pitch and who it's for1:44:00 - Where to find Kim and Perry1:45:30 - Time travel question: advice to their younger selves1:48:00 - Setting boundaries and not letting the business consume you1:48:30 - Recent impactful learning (Musk biography, learning to play)

That advice we all know we need to hear—delivered in a no-nonsense, get-it-done way.In this episode, we're joined in studio by Chris Hallberg, aka The Business Sergeant—one of Inc. Magazine's Top 50 Leadership and Management Experts, published author, and personally trained by Gino Wickman, creator of EOS and author of Traction.Chris breaks down his world-renowned leadership principles that help teams:Stop accepting poor leadershipBuild real accountabilityAdopt a disciplined, military-style mindsetGet measurable resultsThis is a must-watch for leaders who are done with excuses and ready to raise the standard.

Jane Coxwell is a globally trained chef and the founder of OKO, with a career that spans cooking in the South of France and Southeast Asia to more than a decade as Diane von Furstenberg's private chef and head chef aboard the super yacht Eos. Known for her elegant, vibrant approach to real food, Jane began creating fresh vegetable blends to help a close friend nourish herself through health challenges. Those recipes became the foundation of OKO. Today, Jane brings her deep culinary expertise to crafting organic, chef-developed vegetable blends that make eating more vegetables effortless, flavorful, and deeply satisfying.OKO is a chef-founded food company dedicated to making healthy, plant-based eating effortless and delicious. Its fresh, organic vegetable blends are crafted to be vibrantly flavorful and endlessly versatile—ready to scoop, sauce, dip, or stir into meals with no prep required.IG okofoodco | okofood.comFind Me:IG + TikTok citrusdiaries.studiocitrusdiaries.com | hello@citrusdiaries.comCreate your ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠podcast⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ today! ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠#madeonzencastr

Think you need to be a natural visionary to cast compelling vision for your church? Think again. This episode breaks down vision casting into practical, repeatable steps any pastor can implement. Discover how to develop a clear vision, why "God's will is something you do, not something you find," and how to make your vision sticky enough that a teenager could explain it to their friends. From Moses painting the picture of the Promised Land to modern church growth strategies, learn proven frameworks for telling people who you are and where you're going. Whether you're leading 50 or 5,000, these tools will help you break through growth barriers and inspire your congregation toward meaningful kingdom impact. Practical wisdom for church leaders who want to grow so they can go.• Vivid Vision: https://a.co/d/4E1U8rf• Church Unique: https://a.co/d/8kcqLjp• EOS: https://www.eosworldwide.com/traction-library**(If you don't know where to start with EOS, we'd start with Traction: https://a.co/d/ajsg9zx)

In this episode of Better Business, Better Life, Debra Chantry-Taylor is joined by David Hori, a business acquisition specialist who has led and supported multiple successful exits, including a sale to Toyota.David unpacks why exit planning is not a future event but a leadership discipline that needs to start early. He explains how strong teams, clear processes, and transparency create real business value and allow a business to operate without its founder at the centre. Drawing on his experience across VC-funded startups, acquisitions, and exits, David shares practical insights into building businesses that are genuinely exit-ready.The conversation explores the role of EOS in reducing owner dependency, the importance of involving the leadership team in exit conversations, and why understanding valuation drivers early gives owners more choice and control. David also shares details of his upcoming webinar series designed to help business owners navigate exit planning with clarity and confidence.This episode is essential listening for founders who want optionality, continuity, and a business that can thrive beyond them.CONNECT WITH DEBRA:         ___________________________________________         ►Debra Chantry-Taylor is a Certified EOS Implementer | Entrepreneurial Leadership & Business Coach | Business Owner►Connect with Debra: debra@businessaction.com.au►See how she can help you: https://businessaction.co.nz/ ►Claim Your Free E-Book: https://www.businessaction.co.nz/free-e-book/ ___________________________________________  GUEST'S DETAILS:  ► David Hori – LinkedIn: https://www.linkedin.com/in/iamdavidhori/►Topline Operators – Website: https://www.toplineops.com/Episode 257 Chapters:  00:00 – Introduction 00:47 – Introduction and Overview of Business Outcomes   01:23 – David Hori's Background and Expertise   02:39 – David's Journey from Law Firm to VC-Funded Startups   05:28 – The Importance of Processes and Systems in Scaling  07:15 – Scaling and the Theory of Constraints   08:09 – Factors Influencing VC-Funded Business Success   10:16 – The Role of Transparency and Team in Exit Planning   14:11 – David's Experience with the Toyota Exit   16:21 – Key Considerations for Business Owners Planning an Exit   26:16 – David's Tips for Business Owners Considering an Exit   33:54 – David's Upcoming Webinar on Exit Planning  

Craig Dubitsky is the Founder of Hello Products (sold to Colgate) and the strategic mind behind the iconic EOS lip balm spheres. Now, he's the Co-Founder of Happy Coffee alongside Robert Downey Jr. I ask Craig how a 12-person team gets product into 17,000 stores and how NetSuite saved his operations when hypergrowth literally broke their systems. Learn more about your ad choices. Visit megaphone.fm/adchoices

Jason Quint stopped GRP Studios for Episode 172 of the Check Your Six Podcast talking about EOS. Jason had been on the podcast several years ago but today he returned to talk about how EOS Worldwide helps businesses grow, scale and really develop and optimize their operation system. We talked about how EOS works, who it works best for, which is just about any business, some of the concerns a business owner might have about the program among other things. Also the need for the business owner to allow the program to work and to buy in to what it is trying to do in your business operations. Jason calls himself a business coach, not a business consultant, so it is more about coaching and developing rather than just coming in, making some recommendations and getting paid. They have been doing this for quite a while and have thousands of examples and success stories of the goals that are set are not only met but often exceeded! You can find out more about what Jason does as an EOS influencer at his website, https://implementer.eosworldwide.com/jason-quint/Email us at tim@grpstudios.com

Sponsors:◦ Visit Buildertrend to get a 60-day money-back guarantee on your Buildertrend account◦ Marvin Windows and Doors◦ Sub-Zero Wolf Cove Showroom PhoenixConnect with Tiffany Rosenbaum:◦ https://www.instagram.com/tiffanymrosenbaumConnect with Brad Leavitt:Website | Instagram | Facebook | Houzz | Pinterest | YouTube

In this episode of Front Cover: A Rough Notes Podcast on the Agency Intelligence Podcast Network, Jason Cass sits down with Andrew Cowan and Dave Taylor of FirstMark Insurance Group, the agency featured on the February 2026 front cover of Rough Notes Magazine.  Key Topics: From Farmers agents to independent: Andrew and Dave's leap into FirstMark in 2013 Bootstrapping for seven years and choosing people over profit to fuel growth Transitioning to 100% remote operations after COVID showed it could work Four guiding principles: positive attitude, confidence, pursuit of excellence, and thoughtful and kind Choosing ideal clients who value advice and coverage over cheap pricing Teaching agents to reframe price conversations around the three things clients deserve Three-tier training system: foundation agents, journeymen, and tenured producers Using Microsoft Teams, EZLynx, and Sales Center for remote coaching and pipeline management Building a leadership team and moving to EOS with a COO as integrator Service model that frees agents to grow by adding client care teams to relationships Reach out to: Andrew Cowan Dave Taylor Jason Cass Visit Website: FirstMark Insurance Group Rough Notes Magazine Produced by PodSquad.fm

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

In this episode, we'll examine how AI has made recording conversations effortless—and why that convenience poses legal, ethical, and moral challenges for lawyers. We'll break down the risks of passive and stealth recording, including issues around consent, biometric privacy laws, and client trust. And you'll get simple, practical tips for using recording tools transparently while maintaining professionalism and integrity. Chapter Markers 0:00 Brooke's Legal Industry Background 1:09 Understanding Law Firms as Businesses 2:30 EOS and the Three Buckets 3:09 Becoming an EOS Implementer 6:06 The Six Pillars of EOS 10:04 Handling Toxic High Performers 13:50 Cash Flow Forecasting Basics 16:13 Six Key Numbers to Track 20:24 Owner Compensation & Firm Growth 23:13 Mindset Blocks Around Money 24:42 Hiring Smart vs. Cheap 27:24 Smart Outsourcing Strategies 29:33 Leveraging AI in Law Firms 31:16 EOS Implementation Resources Resource Links ChatGPT Lab (a weekly AI workshop for lawyers) Apply to join the ChatGPT Lab The 80/20 Principle (my techlaw newsletter) The Inner Circle (my online community for lawyers) Follow and Review: I'd love for you to follow me if you haven't yet. Click that purple '+' in the top right corner of your Apple Podcasts app. I'd love it even more if you could drop a review or 5-star rating over on Apple Podcasts. Simply select "Ratings and Reviews" and "Write a Review" then a quick line with your favorite part of the episode. It only takes a second and it helps spread the word about the podcast. Thanks to the sponsor: Smith.ai Smith.ai is an amazing virtual receptionist service that specializes in working with solo and small law firms. When you hire Smith.ai, you're hiring well-trained, friendly receptionists who can respond to callers in English or Spanish. And they have a special offer for podcast listeners where you can get an extra $100 discount with promo code ERNIE100. Sign up for a risk-free start with a 14-day money-back guarantee now (and learn more) at smith.ai.  

No Agenda Episode 1837 - "Moral Injury" "Moral Injury" Executive Producers: Damaskin Jeffrey Alicea Sir Mark Bendykowski Associate Executive Producers: David Byrne La Jolla Salt Corporation Matthew Martell Linda Lu, Duchess of jobs & writer of winning résumés Strike Become a member of the 1838 Club, support the show here Boost us with with Podcasting 2.0 Certified apps: Podverse - Podfriend - Breez - Sphinx - Podstation - Curiocaster - Fountain Art By: Baron Darren O'Neill End of Show Mixes: deezlaughs EOS endofshow.1.25.26.mp3 MVP EOS DJT and Oprah.mp3 MVP EOS Real Glitchy Slop.mp3 Mark van Dijk - Systems Master Ryan Bemrose - Program Director Back Office Jae Dvorak Chapters: Dreb Scott Clip Custodian: Neal Jones Clip Collectors: Steve Jones & Dave Ackerman NEW: Gitmo Jams Sign Up for the newsletter No Agenda Peerage ShowNotes Archive of links and Assets (clips etc) 1837.noagendanotes.com Directory Archive of Shownotes (includes all audio and video assets used) archive.noagendanotes.com RSS Podcast Feed Full Summaries in PDF No Agenda Lite in opus format Last Modified 01/25/2026 16:22:53This page created with the FreedomController Last Modified 01/25/2026 16:22:53 by Freedom Controller

00:00 - Intro  06:31 - Welcome Marcus & Early Beginnigs  20:47 - First Euros Race  26:41 - First Foray into Nitro and 2nd Euro Win 33:54 - Driver Marcus looked up too 35:37-  Rivalry with Broc start EOS?  38:32 - 2023 Worlds in USA  44:14 - Back To Nitro 49:47 - 2025 Worlds Warm Up  53:43 - 1/10 World Championship 2025 2WD leg  1:11:38 - 1/10 Worlds 2025 4WD Leg  1:24:16 - Beef with Broc  1:26:30 - 1st Florida Carpet Championship  1:29:37 - Ebuggy World Championship  1:38:10 - What's Next for Marcus ?  1:39:39 - RC for a living? 1:42:10 - What does Marcus do in spare time   

TRIGGER WARNING – THIS EPISODE CONTAINS EXPLICIT LANGUAGE What do you do when you suspect that your new hire could be a bad hire? How can you rectify the situation […] The post Spotting a Bad Hire Before they Burnout the Team through EOS with Dr. Tara Vossenkemper | POP 1333 appeared first on How to Start, Grow, and Scale a Private Practice | Practice of the Practice.

Kiera takes listeners through specific actions the most successful dentistry minds have incorporated into their day-to-day to stay elevated. She touches on: Planning out an ideal week Reviewing these numbers weekly Fostering problem-solvers And more! Episode resources: Subscribe to The Dental A-Team podcast Schedule a Practice Assessment Leave us a review Transcript:   The Dental A Team (00:00) Hello, Dental A Team listeners, this is Kiera and I hope that you guys are having an amazing day today. I hope you're loving dentistry. I hope you're loving your opportunities. I hope that you are remembering that we have one life and I hope that you're making it the absolute best life you can. There's a song that I recently heard called Time's a Ticken and it's like, so call your mom, love your babies, talk to your friends and...   I just think about it and another thing I saw were like, if your mom and dad are still able to call you, how blessed are we? And I know some people have strained relationships, but I think as much love that we can give and as much as we can foster great relationships in our lives and realize how much goodness we have, I think that's an amazing space for us. just hopefully you know how much I love and appreciate you and how much I'm rooting for you, whether I know you personally or whether...   you are someone in our Dental A Team family, or if you are in our podcast family, or if you're new to this, just know I'm rooting for you. Even if I don't know you personally, ⁓ you're doing better than you think you are today. Guys, it's going to be fun. I want to talk about CEO habits for next level, like what top practice leaders are doing and just some tips for you. As we're rolling into a 2026, I love looking at habits and not necessarily fads, but habits. And so what do things do? And I believe that habits, not just hustle,   are going to help you with success. ⁓ So many times it's like, well, what made the success successful? And it's like really consistency on doing the best things and the highest priority things consistently. And so giving a couple of three core habits that I think growth-minded leaders, practice owners have versus overwhelmed operators. And so really being able to give you that guidance and at Dental A Team we're obsessed with helping dentists become CEOs of their practices and having amazing teams thrive around them and.   ⁓ Giving you guys all of that today is really what it is and we want you guys to feel clarity, confidence and consistency. And I know sometimes when you're in the whirlwind of the day-to-day business, it can feel very hard to have this. But I will say, if you can build these as a building blocks, the noise can lessen. I'm not gonna promise it will go away, but it can definitely lessen and doing it over time. Just like with front office team members were like, I just don't have time, Kiera. And we're like, great, let's put in a power hour. And they're like, it's never enough time.   You're right. Today is not enough time, but if you do one hour a week blocked with no interruptions and you work on the highest level things, I've watched teams over and over and over again, be like, I actually don't need this hour anymore. And we get our recare calls done and we get our unscheduled treatment calls done and we block that and we do it. And office managers, they block that time and billers block the time to do insurance verification. It does not need to be a lot of time, but it does need to be consistent. So with that, you guys, this is going to be something that's a   a habit, ⁓ daily and weekly habits that you can create that you can really just put into your life now. So number one is, this sounds so silly and I do this often, it's creating and committing to an ideal week. ⁓ And so that's being able to have a rhythm and not reaction. so what I noticed and it's crazy because as my company evolves, my life and my business and my schedule needs to evolve as well.   When the business was smaller, I used to be able to run back to back to back to back meetings. There wasn't as much strategy that I needed to think about. There weren't as many hard decisions. There weren't as many like complex decisions that I used to be able to run a week like back to back to back. And then I realized like, I can't run like that anymore. I need to have like on time and off time, on time, off time. And then there's presenting like podcasts. Like you try to put meetings on a podcast day. You guys, am in podcast is creative land and I'm on presenting mode. And I'm like here hanging out with you guys and having a good time.   don't put meetings where I'm trying to like figure out a budget that is such a different mind than a creative mind. And so really being able to block this where we have it and color coding your calendar. What I really do believe is as a CEO of a practice, you're going to have clinician time, right? You're going to have being a dentist. Then you're going to have leader time where you're developing your leaders. And then you're going to have visionary CEO time. And if you can block this in there and you don't have to have it perfect. So do I have   leader time where I'm like developing my leaders and I'm spending time figuring out leadership pieces for them and investing in my leaders and coaching my leaders. Do I have that blocked in there? And then do I have this deep work visionary CEO time where I'm reviewing the financials and I'm answering questions from my office manager and doctors sometimes they even recommend you have another block of am I getting like all the busy work like the labs and the clin checks and the cases and looking at all the scheduling coming up. Do I have time to work on that? And   blocking this and it sounds like, gosh, there's so much and there is, this is why you feel overwhelmed and you feel radical. So having my doctor dentists in time, my leadership development time, my CEO time, and then if you need any other time, great. I also put in my personal time. So am I working out and taking care of my body? And we did this with our mastermind group where I learned a thing called rapid planning method from Tony Robbins and I really enjoyed it. And then I took it of course, ended Kiera spin to it.   But what I really loved is Tony actually had us rename our categories. So instead of saying workout time, it's my honoring my body time. And that was so much more fulfilling for me. And I also have buckets in there that are color coded of date time. Like I call it mine and Jason's forever love story. And what do I put into my calendar that's blocked specifically for that? And what's lovely is when you have colors around it, ⁓ you can actually make it to where you then are working on those specific areas.   and you're able to see them very, very easily. So when we look at this, I think about my colors and my favorite color is pink. So I always have my Kiera section where I'm honoring myself. It's in pink in my calendar. When I'm working on Dental A Team and I used to like call it just Dental A Team. Now it's my passion project and it's blue. Honoring my body is orange. I needed that like vibrant orange, like getting excited about it. And I have that in there.   my leadership visionary time, that's going to be a different color. For me, that's more of this like blue turquoise color. It's more serene, it's calm. So whatever that is for you, just having those color coordinated things and like I popped into my RPM planner. So I have my ⁓ ROASIS ⁓ is our home. And so working on my home, wealth, genius, fun, that's curious thing. And I always make sure I have fun built into my calendar. But I think like you can make it as complex or as simple as you want, but I would really recommend we've got our dentist time.   our leader time, so maybe that's like our give back time or our development time or our like my first team time and then my visionary, my exciting time. What does that look like and really blocking that in your calendar? And so then we audit our week at the end of the week and I remember I was taught like many times like the most productive thing is to go back and look where did I win my week? Where did I like lose the week and what do need to change for this? And   Even me going into a new year, actually have a new EA joining me pretty soon. So that's thrill. If any of you had a personal assistant EA that's been with you for a long time and you're getting a new one, let's ⁓ just say it's a thrill. And I'm really excited for Marissa to join as Shelbi's getting ready to have some life changes. And I'm so, so, so excited for her. ⁓ And going through that and being able to experience it, I realized I needed a different calendar.   What I've been doing is not going to get me to where I need to go. And so we've been working on it and I like built it. You guys, I like to like really mass and like if I'm in podcast mode, I'm in podcast mode. And if I'm in coaching call mode, I'm in coaching call mode. And if I'm in business mode, I'm in business mode. ⁓ but I realized what I was doing is I was business mode. I was coaching call AKA dentists thing that I was in heavy meetings and then I was in podcasting. And I think sometimes when we run that heavy, it's very hard to have like downtime. And so for you looking, you're working as a dentist all four days.   So could we block maybe Wednesday mornings where you have a catch up time or do we have a CEO day where it's a Friday and you actually have that block for four hours and you work on that. I have a dentist, he works Monday, Tuesday, Wednesday, Thursdays are always off and he works Friday. And I'm like, that is the weirdest schedule. He's like, Keira, I love it. I get all my admin stuff done when people are still there. I have time to think that's when I'm gonna work on my decisions. And then I go in and have a great Friday where I've got nothing on me and I produce my highest amount. And this doctor is a very high producing doctor but he's very regimented in how he does it.   And that's how he's been operating for the last like 30 years. So when you implement this and you commit, so I'm like, okay, let's break it down. guys know I like to make it easy. I like to make it tactical for you. You got to block these areas. What am I done to seeing? When am I leading? And when am I thinking about the greater big like CEOing of the company? And if I'm only going to do one, I'm going to block a two hour block every single week to work on high level of the business. Just like I recommended for our leaders blocking one hour minimum per week of deep work time.   and doing it at your prime optimal time. For me, it's early mornings. I operate so good from like 6 a.m. lately, it's been like 3 a.m. until about 11 and then like I'm out. I don't want to be thinking heavy. I don't like hard things. That's my operating. Just like I run on protein, Jason runs on carbs. Like it's just operating in how we function, but really making sure you do that. Again, this is a habit. It's a discipline. It's reviewing it. And I had a doctor who was really high level. We coached together for about a year and he said, Kiera, coaching with you was one of the most impactful years of my life.   because you taught me to prioritize my calendar, to review my calendar, to work on my family relationships, to work on my leadership, to delegate, to see what things were in my calendar that I could delegate. And this person has grown and added multi-multi-practices and I'm so proud of him. But truly, this is going to be your best thing. So action on this of getting this habit into place is block two hours as your CEO time, no operations, no calls. You are just fully focused on the business and commit to doing that.   for the next four months. Whoa, four months, can you imagine? Just try it. Test it out, tell me, Kiera, I'm trying the experiment. Email me, Hello@TheDentalATeam.com. I'm committed to it and I want you to not break that promise to yourself. You hold it strong. I had a doctor who did this. She put a like sign on her door and she said, do not interrupt me at all. Now you have to hold this strong because if someone's like, hey doc, I just have a quick question. Nope, right now is my time and I need you to respect my time. I'll be available at this time.   You call that one or two times and your team will not interrupt you again because they know you are dead serious on this. So review it. Now you're already doing that. I want you to take it one level further and I want you to add in your date time, your workout time, something that you are also adding in that needs to be blocked. And I want you to ramp it up one more. Okay, that's number one habit. Number two habit is reviewing your KPIs and your financials every single week. And you're making decisions based on data, not on feeling. So we all know that what we measure improves, right? All of that is there.   So what it is is KPIs, you gotta be looking at those, whether you're using dental Intel, we recommend Addit. Practice by numbers, I don't care. All of our clients do get Addit. So if you're like, hey, I'm thinking about consulting, but I'm not sure about cost or guess what, we cover that cost for you and it's free for you and we also have other perks for you. So ⁓ definitely cost savings that way. And we help you build a scorecard and a dashboard and we teach your team to look at this. But you as a CEO of your practice, this is how you become a CEO. CEOs make decisions based on numbers and metrics, not on feeling and gut.   but you have to take time to review the data to sift through the data. We have an amazing CRO on our team that's a chief revenue officer. didn't even know that was a position. And I have been begging our marketing team to go through our podcast data to figure out what did the listeners want? have, guys, oh my gosh, we're moving into, think our, we started in 2019. So this year, seven years on the pod, guys. I cannot believe that. Lucky seven over here. But thinking about it, I was like, go look at the data. want to,   not just what Kiera feels and what I think you guys, are 1,100 episodes in by now. Like we should be able to have great data of what you guys want. And you're gonna hear a change this year because we actually went through Paul kudos to him. He went through and he looked at all the data and he said, all right, Kiera, here are the episodes doing well here. The episodes not doing well. Here are the things that listeners want. Here's how we need to revamp it. And I was so proud of him and so grateful because now we're building content based on what the data is telling us. But you know how long that took him? It took him like three months to go through it all, sift through it all. And for you,   You've got data, you've got case acceptance data, you've got new patient call conversion data, you've got our billing, our AR data, you've got diagnosis of doctors, we've got hygiene period data. That is the stuff you need to be looking at to see how are we doing? You've got how long is it to our next appointment? We see how far out are we booking our new patients? We see how far out are we booking our six month appointments? Are we staying at six months? How much money are we losing? A doctor had me come in and I looked and saw it, you're booking your patients eight months out. It was about a million dollars worth of revenue that they were leaving on the table.   just by not having enough hygiene available. That is gold if you will take the time. So this is another step that we're gonna add in. So you've already got your CEO block. You can add this into it where we commit to reviewing our KPIs and our PNLs every single week and making adjustments to that. Now work in tandem with your office manager. Office managers, should be doing this as well. Every single week, where are we off and what do we need to do next? Every week. And we train our teams to use numbers, not feelings. And this is how we're going to lead.   So team members should be looking at the numbers. They should know their department. Are we on track? Are we off track? We have scorecards every single week. All of our departments are reporting. Where are we on? Where are we off of? Where do we need to pivot? We need lead measures and we need lag measures. We need to make sure we're looking at both of those. And you literally start looking at this. And I just told you like people who do this, I have an office and she was like, Garo, we need to increase. I want to increase it. And I was like, we are profit and production. That's all we're looking at, period. I cut out all the noise.   Profit production, what are the levers that are hitting that? How are we diagnosing? How are we block scheduling? How is our case acceptance? How are our new patients and how are we filling the schedule? Profit production, that's all we're hitting. And guess what? That doctor is the most profitable they have ever been. But it was because we had them laser focus. We focus on these numbers every single week. And this doctor was doing it, but they weren't optimizing and making decisions on where they really needed to go and focus on the most important thing. And I think even though you might look at the KPIs and data, are you focusing on the most important things that are gonna drive and move your practice forward?   So I want you profit and production are the number two that I go after. One and two, you've got to look at those two always. And then you use the other ones to boost those two up. And if you're struggling with that, hi, I'm Kiera. We work at Dental A Team. We're a consulting company committed to making you financially free, blissfully happy in your practice and getting the best life you want. So reach out, Hello@TheDentalATeam.com Okay, so let's have it number two. Habit number three is developing your people to solve problems instead of you always solving them. So.   This is something where it's like, what's leadership versus what's firefighting. And you guys, I'm not perfect at this. I do a lot of firefighting. I do a lot of problem solving for teams. And I'm like, my gosh, I'll just give you the answer. But the goal is we need to fix it. And we need to start asking the question. So I'm like, hey, here's a problem. Instead of being like, here's the answer. Then we train them that we're the person that they come to. Hey, what do you think is a solution? You can roll it out. It's a three solution company. If you've got a problem, you bring me three solutions, one of which does not cost money. We have one-on-ones that focus on development, not just updates.   I need to develop you as a leader. I need to work with you. I need to grow you. Where are we at? This is the things we need. Like, let's work through this. Is this really the best use of our time? Is this really the best KPI for us to be tracking? Is this really how we're gonna lead? You focusing and developing your leaders and coaching them, you don't wait for things to break. So like, let's look at the KPIs. All these, you can tell build upon each other. Let's look at the KPIs. Let's look at what you guys are needing. And then let's coach to that. But truly,   If you will coach your team, there's a practice that I have known for gosh, seven years. The doctors are working in there one day a week and their office manager is running the organization and they have leaders. They have people that are following up on issues. They have the team solving their own problems. They're a solution oriented organization rather than a problem like centric like, Hey, here's your problem. Go fix it. If you need a good book, ⁓ gosh, it's the monkey book. The one minute manager meets the monkey.   It's like a good little fable of don't let people put the monkey, like their monkey on your back and leave it. Another friend described it as a fridge with a magnet and like someone was like, here's this problem, here's this problem. We're like Post-it notes, right? Like they just put it all on you. Tiff and I did a video a long time ago where it's like Post-it notes all over you and you're just drowning in Post-it notes. Well, that's like draining your energy too. And if we can teach our team to solve problems and this is a habit, this is going to be, ⁓ this is going to be something that you work through.   So just letting you know, like, this is where it's at. This is how we do it. These are three habits for you. So how do we take action on this one of developing it is you're going to have monthly coaching one-on-one with each of your leaders and figuring out their gaps of where they need to grow and giving honest feedback to them. ⁓ There's some great things of, you guys know we run on EOS and we absolutely love EOS and there's quarterly conversations that you can have. it's like, how are they on core values? How are they on their position? How are they rating themselves?   ⁓ We are having the conversations and we're being direct with them and we're giving mutual reflection on things and how are we doing on our quarterly pieces and how's our team doing and what are the moving forward actions that we're doing and having these as consistent monthly and quarterly check-ins with our team, but growing them into leaders is going to be critical and pivotal for your team. So these are three, you guys, three quick habits that you can implement now.   If you need to read the book Atomic Habits, how do I stack things? How do I make this easy? Like, okay, I need to block CEO time. So CEO time sounds like C, I'm gonna C on Thursdays or C on Fridays. Like, I don't know, C, maybe at C2, I'm trying to think of like an alliteration for you. I need my CEO time, my power time. There's no P in the alphabet, in the Monday, Tuesday, So maybe it's like top time on Tuesday or Thursday. I'm gonna do my top time Tuesday or Thursday or like Focus Friday.   There you go, there's some alliterations for you, but I'm gonna block this and I'm gonna block my calendar. Then I'm also gonna commit to KPIs or numbers. So winning Wednesdays, that's when I'm always gonna look at my numbers. Or magic Mondays, I'm gonna look at my numbers. Or money Mondays, there you go. Money Mondays, I'm gonna look at my KPIs and I'm gonna make decisions and me and my OM are gonna meet on that. And then I'm going to have leaders that are solution oriented. So we roll that as a culture thing and I'm gonna set it to where once a month I meet with all of my leaders now.   Maybe we work on weekly in the future, ⁓ but I'm gonna make sure that I'm meeting with them once a month and that's where I'm putting my most important time. And I could add that as CEO time, that's fine, because you are working on leadership at that part, but you're gonna commit to one, two or three of these habits and you're gonna hold strong for at least four months and let me know how your life looks. Now, if you're like me, I have to have a gym trainer, otherwise I don't work out. I got all the workouts, I got all the things, I hear it, I see it, I see it on Instagram, I see how to make the good food.   But unless I have it booked, scheduled, and someone's holding me accountable to it, I don't do it. So if you're that person, hi, I'm Kiera. We have the Dental A Team and this is what I'm obsessed with. Second to sending you a carrier pigeon, we make sure that you stay accountable to this. Let's help you do that. Reach out Hello@TheDentalATeam.com because you deserve to be the CEO and sometimes just being redirected and getting a new habit and a new operating system is going to get you to where you want to be. So reach out Hello@TheDentalATeam.com and commit to this. I want you guys to act like the CEO of your practice.   and start with these three habits this week. Reach out, we're here to help. And as always, thanks for listening. I'll catch you next time on the Dental A Team Podcast.  

Mass Effect: Andromeda Part 1 - Michael Rappaport's Crap Report Square Roots - Episode 496 Quest Log: 0:37:03 Level Up: 1:44:10 We're playing Mass Effect: Andromeda by BioWare for this year's BioWarey! So let's meet new friends! Explore new planets! And avoid having to recognize any of the four endings of Mass Effect Three! Also: • We Discuss What Games Are BioWare Games For Five Minutes * Jim Banks Hates Chris Isaak * The Adventures of Young Sheev * You Likka The Bigga Breasts * Touch Dadddy's Special Rock * TOO FAT FOR SPACE This Week: Play Mass Effect: Andromeda until you head to the mysterious planet of Eos! Next Week: "Johnny, for notes say we'll play some of trail of hope, not all of it. I haven't pinpointed yet. But I there's a point when you can choose which planet to go to first, I went to Vold. So maybe we'll play Vold." Our Patreon: http://patreon.com/squarerootspodcast Thanks to Steven Morris for his awesome theme! You can find him at: https://bsky.app/profile/stevenmorrismusic.bsky.social and https://www.youtube.com/user/morrissteven Contact Square Roots! Twitter: @squarerootspod Facebook: https://www.facebook.com/groups/486022898258197/ Email: squarerootspodcast (at) gmail (dort) com

No Agenda Episode 1832 - "Lincoln's Dome" "Lincoln's Dome" Executive Producers: Sir Danimal Tramon Kamble Clint Young - cleveryak.media Associate Executive Producers: Christopher Graves - littlejohnscandies.com La Jolla Salt Corporation - la jolla salt dot com Eli the Coffee Guy - Gigawatt Coffee Roasters.com Colin Fannon - fannonfitness.com Linda Lu, Duchess of jobs & writer of winning résumés - Imagemakersink.com Christopher Meyers Sir Ron Nooren Become a member of the 1833 Club, support the show here Boost us with with Podcasting 2.0 Certified apps: Podverse - Podfriend - Breez - Sphinx - Podstation - Curiocaster - Fountain Title Change Sir Danimal > Sir Danimal, Baron of the Secret City Knights & Dames Clint Young > Sir Clintilious of the Pacific Northwest Art By: Jeffrey Rea End of Show Mixes: deezlaughs EOS .1.8.26.mp3 MVP EOS Boots Meet Ground.mp3 MVP EOS Pelosi's Cap Gains.mp3 PLUR EOS sirfuckyouthatswhy-NAmix-0.mp3 Mark van Dijk - Systems Master Ryan Bemrose - Program Director Back Office Jae Dvorak Chapters: Dreb Scott Clip Custodian: Neal Jones Clip Collectors: Steve Jones & Dave Ackerman NEW: Gitmo Jams Sign Up for the newsletter No Agenda Peerage ShowNotes Archive of links and Assets (clips etc) 1832.noagendanotes.com Directory Archive of Shownotes (includes all audio and video assets used) archive.noagendanotes.com RSS Podcast Feed Full Summaries in PDF No Agenda Lite in opus format Last Modified 01/08/2026 16:39:19This page created with the FreedomController Last Modified 01/08/2026 16:39:19 by Freedom Controller