Podcasts about Eos

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Latest podcast episodes about Eos

Beyond 8 Figures
How EOS Helped Steve Maly Break Through a Growth Plateau (After 20 Years in Business)

Beyond 8 Figures

Play Episode Listen Later Jul 23, 2025 36:53


What happens when your agency hits a growth ceiling—and brute force stops working?In this episode, Steve Maly shares what finally pushed him to adopt EOS, how it changed his team's rhythm and decision-making, and why hiring a $500 intern changed the trajectory of his business.Here's what you'll take away:How to spot the real reason your growth has stalledThe hidden value of weekly meetings (done right)Why structure matters more than toolsHow to think like a strategist—not just a founder

Smart Business Revolution
Unlock Your Island Dreams: The Tax Savings Blueprint With Trevor McCandless

Smart Business Revolution

Play Episode Listen Later Jul 23, 2025 39:51


Trevor McCandless is the Founder and Chief Entrepreneurial Officer at Fusion CPA, a boutique financial advisory firm specializing in tax planning, accounting, and business advisory services for growth-minded entrepreneurs. Under his leadership, Fusion CPA has grown into a dozen-CPA powerhouse, delivering tailored financial strategies through its proven three-step framework — Stabilization, Strategy, and Scaling. Trevor holds a bachelor's degree in accounting from the University of Florida and a master's in taxation from Georgia State University. He is a strong advocate for leveraging technology (NetSuite, QuickBooks, AI tools) and the EOS methodology to streamline operations and build high-performing finance functions. In this episode… What if your tax strategy could be so effective that it allowed you to live on a tropical island while building a thriving business? Most people assume financial freedom and lifestyle flexibility are years away — if they're possible at all. But what if the right planning, mindset, and tax approach could make that dream a reality? Trevor McCandless, a CPA and tax strategist, shares how he transformed his childhood lessons, relentless curiosity, and financial savvy into a dynamic career that combines entrepreneurship with lifestyle design. Trevor highlights the value of strategic “laziness,” advocating for hard work early in life to enjoy greater freedom later. He emphasizes building financial resilience, avoiding unnecessary debt, and prioritizing clarity in family-business relationships. His journey — from selling pens in elementary school to launching multiple businesses and relocating to Puerto Rico for tax advantages — offers a blueprint for others looking to structure a life-first business model. Tune in to this episode of the Smart Business Revolution Podcast as John Corcoran interviews Trevor McCandless, Founder and Chief Entrepreneurial Officer at Fusion CPA, about how to minimize taxes, build lasting businesses, and design a meaningful life. Trevor also shares why he moved to Puerto Rico, how he handled burnout during COVID-19, and why he's now championing family-run businesses in his upcoming book.

Builder Stories
Scaling & Leading a Team

Builder Stories

Play Episode Listen Later Jul 23, 2025 55:38 Transcription Available


Babak Nikraftar started in construction in 2001 after attending school in Vancouver. His first role was redoing faulty building envelopes on condos in the Pacific Northwest. He then returned to school to study construction management and later joined a local high-rise developer. Today, Nikraftar runs two companies: Forte Projects which focuses on new construction and CondoWorks for condo remodels and interior design. In this episode, Nikraftar shares how early lessons in construction failures shaped the way he builds today. He discusses how he leads his team, makes new hires, and structures two businesses for long-term growth. In this episode you'll learn: How Nikraftar built a rigorous, multi-step hiring system that filters candidates through applications, timed testing, video submissions, and core values alignment What it takes to lead a team with structure, not control What to consider when building complementary businesses under the same leadership A simple formula Babak uses to decide when it's time make a new hire How implementing EOS brought clarity, accountability, and direction to the team Listen to the episode to learn more. Resources: Learn more about CondoWorks Transformations here and Forte Projects Ltd here. Own a construction company and want to share your story? Apply to be on an upcoming episode of Builder Stories at https://www.builderstories.com

Flow Over Fear
E46: What Hollywood Can Teach Us About Running a Drama-Free Family Business

Flow Over Fear

Play Episode Listen Later Jul 22, 2025 42:33


Why do family businesses always end up as the punchline in Hollywood?From “Billy Madison” to “Succession”, from “Tommy Boy” to “The Righteous Gemstones”, family businesses are entertainment gold because of their dysfunction. But behind all that chaos lies a blueprint for what NOT to do—and more importantly, what TO do instead.Adam Hill breaks down the most iconic family business disasters in movies and TV, revealing the three critical elements that could have saved them all. Drawing from his experience leading a fourth-generation company and analyzing shows like “Arrested Development” and “Schitt's Creek”, he uncovers why 70% of family businesses fail and how to build a drama-free operation that won't end up as Hollywood's next comedy.This episode is your guide to creating the kind of boring, successful family business that would never make it to the big screen—and why that's exactly what you want.0:00 Intro2:15 Why Family Businesses Are Hollywood's Favorite Punching Bag8:45 Arrested Development: The Anatomy of Denial12:30 Succession: When Power Trumps Purpose15:20 Tommy Boy & Billy Madison: The Unpreparedness Problem18:10 The Righteous Gemstones: Identity vs. Mission21:45 The Three Elements That Could Save Every Hollywood Family Business25:20 Building Accountability Through Structure, Not People30:15 Communication: From Artificial Harmony to Healthy Conflict35:40 Preparation: Teaching Value Creation Over PreservationResources Mentioned:

Entrepreneurs United
EP 255: The Most Overlooked Growth Habit in SMBs: Quarterly Offsites w/ John & Rich

Entrepreneurs United

Play Episode Listen Later Jul 21, 2025 23:32


In this episode of the Entrepreneurs United Podcast, hosts John St. Pierre and Rich Hoffmann explore the crucial role of quarterly offsite meetings in building successful businesses. They discuss the benefits of stepping away from the day-to-day operations to reassess core values, set strategic goals, and develop vulnerability-based trust within teams. The conversation highlights the differences between the EOS and The Advantage frameworks, effective meeting structures, and practical advice for implementing impactful offsite sessions. Whether you're a seasoned entrepreneur or just starting, this episode offers valuable insights into fostering better communication, stronger teamwork, and sustained business growth. Don't miss this eye-opening discussion that could transform how you manage your team!00:00 Introduction to the Entrepreneurs United Podcast00:07 The Importance of Quarterly Offsites01:34 Comparing Traction and The Advantage05:26 Challenges and Benefits of Offsites10:01 How to Start Your Own Quarterly Offsite15:22 The ROI of Offsites20:36 Effective Meetings and Organizational Health23:00 Conclusion and Call to Action

Somewhat Useful
Building a Squarespace Agency with Kelsey Gilbert-Kreiling

Somewhat Useful

Play Episode Listen Later Jul 21, 2025 53:00


In this episode, Will and Christy touch base about wrangling code updates, keeping up with Squarespace's ongoing changes, and the debate between live and pre-recorded marketing. Then they bring in Kelsey Gilbert Kryling, founder of Week of the Website, to talk honestly about what it's like running an agency and the day-to-day realities of digital business. Kelsey shares what it takes to balance work and family life, the practical realities of maternity leave, and her biggest lessons on team structure and workflow. If you're weighing freelance vs. agency life or planning to step back for family or health, Kelsey's open-book approach is both reassuring and eye-opening. They also take a few minutes to celebrate simple wins, like the joy of a good pastry!Kelsey's top tech stack:Slack [https://slack.com/]Pipedrive [https://www.pipedrive.com/]EOS/90.io [https://www.90.io/] (Entrepreneurial Operating System organizing tool)Find Kelsey at https://www.weekofthewebsite.com/ or https://www.bykelseygk.com/ Sponsor: SquareKickerWhat if you could have unlimited creativity on Squarespace? ⁠⁠⁠⁠⁠The SquareKicker Pro Extension⁠⁠⁠⁠⁠ gives you powerful design control, with an intuitive, visual UI right inside your Squarespace editor.Created by designers, for designers, over 100 no-code tools empower you to customize Squarespace far beyond its native capabilities. Visit squarekicker.com for a free trial—no credit card required. Use SOMEWHAT15 to get 15% off all SquareKicker products today.⁠⁠⁠⁠⁠Learn More

Better Business Better Life! Helping you live your Ideal Entrepreneurial Life through EOS & Experts

This week on Better Business, Better Life, host Debra Chantry-Taylor is joined by Adam Harris to give you the inside scoop on the upcoming EOS Conference! With over 220,000 EOS users and 850+ implementers worldwide, this year's event promises to be the biggest yet.  Taking place on September 5th at Pullman on the Park in Melbourne, the conference will feature global EOS leaders, including Mark O'Donnell and Don Tinney, plus hands-on workshops and breakout streams tailored for every stage of EOS implementation. Debra also shares details on her session, “Are you self-implementing or self-inflicting EOS?”, while Adam reveals what makes this event an unmissable opportunity for business leaders.  Plus, Debra and Adam share insider tips on securing discounted tickets and what attendees can expect from this powerful day of learning, networking, and growth. 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/       ____________________________________________         EOS CONFERENCE DETAILS:► Register Here ► Use DEBVIP or ADAVIP for 50% off tickets! ► Email Debra at debra@businessaction.com.au or Adam at adam@businessaction.com.au for free ticket offers. Episode 232 Chapters:   00:00 – EOS Conference Overview  02:39 – Details of the EOS Conference   04:22 – Breakout Streams and Workshops   05:26 – Event Details and Ticket Information   09:17 – Personal Experiences and Benefits of EOS   09:32 – Annual Planning and Team Building   12:13 – Celebrating Successes and Setting Long-Term Goals   14:24 – Execution and Problem-Solving   16:17 – Final Recap and Encouragement   

The No Name RC Podcast

In this special episode of The No Name RC Podcast, Lefty sits down with Moritz Lautenbach — racer, physics student, and son of LRP founder Jurgen Lautenbach — for an in-depth conversation about the past, present, and future of LRP Electronics and RC tech.

Coach Code Podcast
#706: How Mary Murphy Rebuilt Her Business on Her Terms

Coach Code Podcast

Play Episode Listen Later Jul 19, 2025 54:23 Transcription Available


Episode Overview In this episode of the John Kitchens Coach Podcast, John sits down with powerhouse real estate leader Mary Murphy to unpack how she built a thriving, 7-figure business—remotely. Mary opens up about her bold move from New Jersey to Arizona, how she scaled out of production, and what she's learned about building systems, replacing herself, and thinking like a CEO. This isn't about hype or hustle. It's about leadership, accountability, and being willing to become the “dumbest person in the room” so you can grow faster. Mary shares how she built a business that works harder for her than she does for it, and why too many agents stay stuck by clinging to control and avoiding change. If you're ready to scale smart, operate with clarity, and unlock real freedom in your real estate career, this episode is for you. Key Topics Covered From Agent to CEO How Mary transitioned from top producer to operator The mindset shift required to replace yourself in daily production What freedom really means as a business owner—and how to protect it Operating Systems & Strategic Leadership The importance of implementing EOS and core systems How to lead a remote team without losing accountability Why clarity, focus, and consistent metrics drive long-term success Scaling Your with Intention How Mary uses scorecards, roles, and accountability charts to stay out of the weeds The difference between delegation and abdication—and why it matters Building an org chart that supports your vision (not your ego) Getting in the Right Rooms Why Mary credits her breakthroughs to proximity and powerful peer groups How joining masterminds and attending events changed her trajectory What “being the dumbest in the room” really looks like in action Lifestyle Design & Business Alignment Why Mary left New Jersey to design her life first—and business second How she leads with authenticity, balance, and boundaries Building a things that supports—not sacrifices—your lifestyle Resources & Mentions HoneyBadgerNation.com – Leadership resources & Agent to CEO access EOS® – Entrepreneurial Operating System – Real estate team operating framework Scaling Up by Verne Harnish – Business system Mary references Simple Numbers by Greg Crabtree – The foundation of Mary's financial clarity The Science of Scaling by Benjamin Hardy – For raising your floor and setting “impossible” goals Agent to CEO 2025 – Join Mary, John, and the nation's top real estate minds Final Takeaway Freedom doesn't happen by accident. It happens when you stop winging it, get the right systems in place, and surround yourself with people who challenge you to level up. If you're tired of staying stuck, scaling the wrong way, or burning out—Mary's story is your proof that there's another way.   “You can't scale chaos. But you can scale a system—and step out of production in the process.” – Mary Murphy Connect with Us: Instagram: @johnkitchenscoach LinkedIn: @johnkitchenscoach Facebook: @johnkitchenscoach   If you enjoyed this episode, be sure to subscribe and leave a review. Stay tuned for more insights and strategies from the top minds. See you next time!

Being an Engineer
S6E29 Joshua Tarbutton | Lessons From the Military Applied to Engineering

Being an Engineer

Play Episode Listen Later Jul 18, 2025 50:33


Send us a textJoshua Tarbutton shares his journey from military service to engineering entrepreneurship, discussing how military discipline and leadership principles can transform engineering culture and workplace dynamics.Main Topics:Military influence on engineering leadershipRestoring dignity in engineering workplacesCreating psychological safety for engineersScaling a design and fabrication companyNavigating business challenges during COVID-19About the guest: Joshua Tarbutton, a former U.S. Army Reserve Platoon Sergeant, transitioned from military leadership to academia, earning a PhD from Clemson and teaching engineering for nine years before founding Bravo Team in 2018. His goal: to combine technical expertise with strategic leadership and restore dignity to the engineering profession.Bravo Team is a full-service product development firm that supports clients from idea to production, partnering with top-tier companies such as Siemens and Stanley Black & Decker. Known for rapid iteration and a maker-friendly culture, the company has grown quickly, ranking #2 on Charlotte's Fast 50 and #489 on the 2024 Inc. 5000 list with 904% growth.Still veteran-owned and transitioning toward employee ownership, Bravo Team is recognized for innovations such as the Bravo Walk dog collar and its production of medical shields during the COVID-19 era. Joshua promotes community and team growth through events, EOS, and mentoring. He's a licensed professional engineer and certified ScrumMaster.Links:Joshua Tarbutton LinkedInBravo Team WebsiteAaron Moncur, hostClick here to learn more about simulation solutions from Simutech Group.

The Boardroom Buzz Pest Control Podcast
Systems Save the Day: David Mulcahy on Scaling O'Deer, Launching Ghost Scoopers & Leading Through Crisis

The Boardroom Buzz Pest Control Podcast

Play Episode Listen Later Jul 17, 2025 53:36


When a life-threatening brain injury sidelined his five-year-old son, David Mulcahy discovered whether the playbook he'd written for O'Deer South Shore & Cape Cod (natural deer, tick & mosquito control) could truly run without him. Spoiler: it did—and the EOS-driven machine now powers 26 spray rigs, year-round revenue and a fast-growing spinoff called Ghost Scoopers. David joins the Blue-Collar Twins to share how franchise systems, profit-share incentives and relentless KPI tracking kept the wheels turning while his family focused on recovery—and why recurring-service operators should fix their P&Ls before they chase the next shiny tactic. You'll hear: Franchise Reality Check – leaving a multigenerational fuel-oil business to buy the second O'Deer franchise (2014).Door-Knock Data – hose-reel saturation vs. backpack mist blowers, and the all-natural edge in a regulation minefield.Stacking Seasons – adding deer control for winter cash flow and six-day scheduling that boosts capacity 16 %.People Math – commission plans that let top techs earn high-20s/hour, 50 % re-hire rates, and Slack-era training loops.Ghost Scoopers – turning a service-manager partnership into a profitable dog-waste brand (no franchise needed).Crisis Test – the 45-day hospital stretch that proved dashboards, one-page weeklies and empowered managers really work.Next Moves – $10 M infrastructure on a $5 M base, AI phone agents (“Charlie”), and job-description tightening before the leap. From PE Teachers to Pest Control Owners: The Julio Twins Share Their POTOMAC Experience https://youtu.be/HAx9noqsqTo https://www.linkedin.com/in/paulgiannamore www.potomaccompany.com https://bluecollartwins.com Produced by: www.verbell.ltd Timestamps (podcast.co-ready) 00:00 – Cold-open: subdural hematoma, emergency brain surgery & a leadership gut-check 00:58 – Show intro: twin hosts frame David's dual businesses (O'Deer + Ghost Scoopers) 02:56 – Leaving a family fuel-oil company after dad says “no ownership path” 04:53 – Why O'Deer's hose-and-reel model beats backpack mist blowers for drift & season length 07:00 – Buying full control of South Shore territory; early cash-flow stretch moves 11:00 – Systems vs. hope: falling in love with P&Ls and annual budgeting 13:30 – Six-day routes, 26 trucks, 24 techs: capacity math & burnout prevention 18:15 – Commission structure: base + production %, monthly stretch bonus, low respray requirements 24:20 – Quality-assurance ride-alongs & Slack video feedback loops 27:00 – Son Wyatt's accident (Jan 2023): 250 ml bleed, 45-day inpatient rehab 30:10 – General manager runs ops on one-page weekly reports; family splits hospital shifts 33:00 – Coaching & masterminds: why recurring-revenue founders must know unit economics first 36:40 – Launching Ghost Scoopers with GM Zach; positioning it as a training-ground equity play 41:00 – Insurance, cameras & the van-driver age dilemma 48:00 – AI agent “Charlie” starts reactivating lapsed customers via calls & SMS 50:00 – Wrap-up: present leadership, future $10 M vision, and living core values after crisis 52:00 – Outro & Private-Equity Masterclass CTA

Coach Code Podcast
#705: The Operating System Behind 7-Figure Real Estate Teams

Coach Code Podcast

Play Episode Listen Later Jul 17, 2025 36:18 Transcription Available


Episode Overview In this episode of the John Kitchens Coach Podcast, John, Al Stasek, and Jay Kinder sit down to talk real estate leadership, scaling beyond sales, and what true CEOs are doing differently in 2025. While the spotlight is on the upcoming Agent to CEO + Rock the Spectrum event, the conversation dives deep into what it actually takes to build a scalable, profitable, and freedom-driven real estate business. They unpack why most agents stay stuck in production, the importance of operating systems like Scaling Up and EOS, and how elite agents like Blake Sloan, Tina Caul, and Dustin Black are running world-class organizations—even in tough markets. Whether you're an agent stuck in survival mode or a team leader ready to scale up and step out, this episode shows you exactly what's working now—and how to stop playing small. Key Topics Covered From Agent to CEO (7-Figure +) Why scaling requires more than hustle—it takes systems and strategic thinking The power of events like Agent to CEO to create awareness, action, and accountability The importance of getting in the right rooms and surrounding yourself with people operating at a higher level Why Most Agents Stay Stuck The cost of staying in production too long How awareness and environment can break the ceiling Why the right room challenges you to think, act, and lead differently Operating Systems & Frameworks for Real Estate Teams How Scaling Up, EOS, and The 4 Disciplines of Execution provide a blueprint for growth The value of knowing your numbers: top line, gross margin, and net profit The “dumbest in the room” concept—and why that's where you want to be Lessons from High-Level (7-Figure) Operators How Blake Sloan runs a 43% profit-margin team in a 120-day DOM market What makes Dustin Black's model scalable and service-driven Why Tina Caul and Michelle Wilson are examples of women CEO leaders in real estate Thinking Bigger: The Science of Scaling Why most agents set goals that are too small How setting “unachievable goals” forces a higher standard of thinking The role of clarity, focus, and noise elimination in reaching big visions The Power of Events & Community What makes Agent to CEO and Rock the Spectrum unique Why this isn't a recruiting event—it's a business transformation experience How attending impacts both your business and a greater cause (RIM Farms) Resources & Mentions HoneyBadgerNation.com – Get your Agent to CEO tickets Scaling Up by Verne Harnish – Business operating system framework The Science of Scaling by Benjamin Hardy – How to think beyond your goals StoryBrand by Donald Miller – Framework for client clarity Simple Numbers by Greg Crabtree – How to track and manage business financials Rock the Spectrum 2024 – Live music, networking, and fundraising RIM Farms – Charity supported by Rock the Spectrum Final Takeaway Success in 2025 doesn't come from working more—it comes from thinking bigger.  If you're stuck in production, unclear on your numbers, or unsure how to scale, the Agent to CEO experience is your next move. Get in the right room. Raise your floor. Set unachievable goals. And build the business—and life—you deserve.

The Passive Income Attorney Podcast
TME 05 | Stop Chasing the Woman in the Red Dress: Multifamily Is the Smartest Move with Joe Fairless

The Passive Income Attorney Podcast

Play Episode Listen Later Jul 16, 2025 31:54


Title: Stop Chasing the Woman in the Red Dress: Multifamily Is the Smartest Move with Joe Fairless Summary: In this conversation, Joe Fairless and Seth Bradley discuss the importance of authenticity in business, the current state of the multifamily real estate market, and effective strategies for raising capital. Joe shares insights on sticking with multifamily investments despite market fluctuations, leveraging technology like AI and EOS for operational efficiency, and the significance of building authority and expertise in the field. The discussion also touches on personal reflections and aspirations, emphasizing the value of character and commitment in both business and personal life. Links to watch and subscribe:   Bullet Point Highlights: Authenticity is key in business interactions. Focus on your strengths and expertise. The multifamily market fundamentals remain strong. Utilize technology to enhance capital raising efforts. Building authority is crucial for new capital raisers. Networking through influential connections can be effective. Character is more important than reputation. Sticking to one niche can lead to greater success. Continuous learning and adaptation are essential. Coaching and mentoring can be fulfilling personal pursuits. Transcript:  Joe Fairless (00:03.629) Hey, how you doing?   Seth Bradley, Esq. (00:04.881) Alright man.   How are you? I don't know if we've actually met in person or not, but funny, I'll share the story once we start officially recording, but once upon a time when I was trying to find my place in this syndication world, had a phone call with you and it was awesome to actually get to speak with you at the time because it was just like, whoa, this is Joe Fairless, right? So it was a huge deal, so it's awesome to have you on the show.   Joe Fairless (00:34.966) You know what? I take notes of every conversation and I see it was around May of 2019. Yeah, yeah, I see that. It's awesome. Well, looking forward to every five years we should do this.   Seth Bradley, Esq. (00:43.988) There you go. There you go. Awesome, man. Awesome.   Yeah, let me...   Seth Bradley, Esq. (00:53.1) Sounds good, man. Sounds good. Sounds good. So just to give you a little bit of groundwork here. So I'm a securities attorney by trade. I've raised capital for syndications, those sorts of things. I'm currently with Tribest, I'm chief legal officer over there. So we do, put together fund to funds in a box for capital aggregators. And I'm rebranding the podcast. So once upon a time it was Passive Income Attorney. I was really focused on bringing in investors into my deals, raising capital, that sort of thing.   Now I'm rebranding this as raising the bar gonna be kind of more of a general General podcast on business and raising capital and in real estate that sort of thing. So It's gonna be more of a general audience before it was past investors This is gonna be more kind of business people active investors because I'm actively trying to bring in you know capital raisers and People like that. They're putting deals together for my law firm and for for tribe vest   Joe Fairless (01:33.998) Mm-hmm.   Joe Fairless (01:48.354) Mm-hmm.   Joe Fairless (01:51.884) Makes sense. Thanks for that context.   Seth Bradley, Esq. (01:53.544) Yeah, cool cool. So and then format wise we'll just do it'll be pretty short We're gonna do like 25 minutes 30 minutes And then we'll go into kind of these like mini segments because I want to do these mini episodes And I think I sent those over to you one is just million dollar Monday. Just kind of how you made your first million How you made your last million how you're make your next that sort of thing and then the next one is the the 1 % segment which is kind of you know, how did you become basically?   Joe Fairless (02:00.504) Sweet.   Joe Fairless (02:15.47) Mm-hmm.   Seth Bradley, Esq. (02:21.364) 1 % like the best top 1 % in what you do and that sort of thing and just kind of giving actionable steps to the listeners about how they can get there too.   Joe Fairless (02:25.442) Mm-hmm.   Joe Fairless (02:30.314) Awesome. Sounds good. Sounds like fun.   Seth Bradley, Esq. (02:32.98) Cool. All right, man. Well, we're already recording, so I'll just kind of jump into it and then we'll make the, I'll make the cuts later. cool. Welcome to Raise the Bar with me, your host, Seth Bradley, where we have elevated conversations on raising capital, real estate, and entrepreneurship. Today, we have an incredible guest, Joe Fairless. If you've been living under a rock, then maybe you haven't heard of Joe, but everybody in my industry knows Joe as an industry leader, a thought leader.   real estate entrepreneur, extraordinaire, marketer, master marketer, all of the above. So Joe, welcome to the show.   Joe Fairless (03:10.36) Looking forward to our conversation, Seth.   Seth Bradley, Esq. (03:12.884) for sure man. So, you know, I like this question because it's kind of unusual and I have a hard time answering it and you might too, but we'll see. you know, when a stranger asks you what you do and it just comes up to you maybe at a conference or on the streets, what do you say?   Joe Fairless (03:28.398) I'd I buy apartment buildings.   Seth Bradley, Esq. (03:30.546) I love it. Keeping it simple, man. I guess that was an easier answer than I anticipated.   Joe Fairless (03:35.182) Well, yeah, I've been to in my early days I went to seminars and they have much longer more thought-provoking responses like, know, I help high income earners create passive income or something along those lines, but I keep it simple. I buy apartment buildings and then, you know,   let the conversation go where it naturally would go.   Seth Bradley, Esq. (04:06.366) I love that man. Yeah, and you know, to be honest, know, that response that you just mentioned is a little bit played out. Don't you think? I feel like if you're on LinkedIn or if you're on, you know, conferences, everybody's like, yeah, I raised capital from passive investors so I can help them do this and do that. Do you think that's a little bit played out? Do you think that people need to kind of change that marketing strategy at this point?   Joe Fairless (04:25.697) Well...   I think you should just be authentic. think just go with what feels right for you and what you'll enjoy talking about. Just go with what feels right for you. That's what I do. I am not a salesy person.   I feel uncomfortable if I'm trying to sell someone something. I believe in what I do, but I feel uncomfortable if I'm trying to force it. And so if I'm like, I was just at a dad-daughter dance this past Sunday and we met up with some couples that I didn't know any of them. was just couples that, you know, my daughter...   goes to their parents of the kids who go to school with my daughter. And so I was talking to one of the dads and he said, what do you do? I I buy apartment buildings. And he said, that's interesting. Then we started talking about what I do because he was naturally interested. And I enjoy that much more than trying to intentionally bait a hook. I'd just rather just have a conversation.   Seth Bradley, Esq. (05:40.03) Yeah.   Seth Bradley, Esq. (05:43.57) Yeah, yeah, I think that's the key, right? Especially in today's world where everything's online and you just get marketed to and advertised to all the time. You've got to be authentic and you need to have an elevator pitch, it's got to be authentic. It's got to be really who you are. And it can't be sales because people are so sensitive to that nowadays, whether you're raising capital or whether you're W2 doing your job. And we're all salespeople to a certain extent, whatever we do.   But people are very sensitive to that. So you've got to really focus on being authentic and coming from a place of genuineness.   Joe Fairless (06:20.91) Nobody in the world can do you like you do you. You've got a unique strand of DNA that no one else can be the Seth Bradley that you are, the Joe Farrells that I am, because it's impossible. It's impossible. There is no one like you. There is no one like me.   And it's just the more magnetic, the more genuine and true to who I am, the more magnetic I feel like I become because people enjoy authenticity and it's just the right way to play it, right way to do it.   Seth Bradley, Esq. (07:01.684) Totally, totally, totally. For our audience, just tell us what you're doing nowadays. mean, there's been kind of some changes in the market with the interest rates going up, those sorts of things, maybe starting towards the end of 2022. I know for myself, I was in the capital raising game for a number of years and then I kind of slowed down there towards the end of 2022, beginning of 2023, just to kind of see what the market was gonna do, just to see if we could still get some really good deals going, see if some of the other deals were going bad.   you know, what, what are you up to nowadays? Like what's your focus? right now.   Joe Fairless (07:36.77) The focus has been and always will be on our current portfolio and the deals that we have and operating those deals the best that we can and continuing to improve the NOI. So that is the focus.   There we have some deals that have floating rates with rate caps and the focus is to figure out how not to have floating rate with rate caps that you have to continue to renew once they expire. So that comes with refinancing and in order to refinance and sometimes you have to do a capital call or if you don't do a capital call you gotta bring in equity in some form or fashion to refinance.   some cases, it just depends on the deal. So the focus is on the portfolio and always will be. And then the secondary thing that we look at is acquisitions. How do we capitalize on the market that we're at right now? mean, the best way to describe it that I've read is it's stagnant. You know, it's just...   Not sure. The water, there's stuff growing in the water, but not sure if you really want to be part of what's growing in the water right now. Like it's just, it's stagnant and what will, but we also know what is coming.   Seth Bradley, Esq. (09:00.486) Yeah.   Joe Fairless (09:12.264) and that is the supply demand shift in multifamilies favor depends on the sub market and the market obviously. But generally the Sun Belt is going to greatly benefit in the next year, year and a half, in some cases six months from now.   with the supply-demand dynamic with new supply drying up and increasing the demand for the existing supply. Again, depends on the market, depends on the sub-market. So how do we capitalize on that? is there any way to be opportunistic with what's happening with some deals from other operators that   didn't work out. know, there haven't been a lot of foreclosures, but there have been some. And we have relationships with our lenders that are pretty strong. And in fact, one, a large lender that we have a really good relationship with, that we have properties with, they foreclosed on someone else's deal. And I won't name names on who they foreclosed on, but they foreclosed on someone else's deal and they came to us   Afterward and said hey here here. Here's a here's an opportunity. It's in a great area of Fort Worth and I'm from Fort Worth so I know we have a lot of property there too, but I know the market also I grew up there and We'll give you this special financing of around 3 % or so interest rate fixed interest rate   for year one and then it's fixed through the whole period of the loan but then the interest rate steps up to around four, four and a half percent over the five years. So to get that type of essentially seller financing but it's lender financing direct from the lender lending institution that foreclosed on the deal in a very good area of Fort Worth.   Joe Fairless (11:29.326) There are opportunities out there also. So it's how do we become opportunistic and find these deals. And so we're in the process of closing on that deal or doing due diligence on that deal. We're under contract and we're scheduled to close in about a month and a half from now.   Seth Bradley, Esq. (11:49.316) Awesome, awesome. Have you found it difficult at any point in time, kind of over these last couple years where the market has slowed down?   Joe Fairless (11:56.654) Whatever you're gonna say, yes. So finish your question, but the answer is yes. Yes, I found it difficult over the last couple years, but what exactly are you asking about that's difficult?   Seth Bradley, Esq. (11:59.732) Yeah. Sure. Specifically, should say sticking with multifamily because you are a multifamily guy and you you've seen you've seen where everyone, you know, everybody wanted that on that multifamily train for, you know, a decade, if not longer.   Joe Fairless (12:15.598) Mmm. Man.   Seth Bradley, Esq. (12:23.696) And now you've seen a lot of these same people change their tune and say, okay, well, you know what? Let's pivot to something else. Let's pivot to car washes or private credit funds or all these other things.   Joe Fairless (12:29.998) Man, I'm actually, I know you're an attorney, but can I strike my yes actually from that question? Cause no, actually the answer is no. I haven't found it difficult to stick with multifamily. Hell no. No. You know, you go to a restaurant at a diner and they offer lasagna, California roll and what else?   Seth Bradley, Esq. (12:41.16) Hahaha   Seth Bradley, Esq. (12:49.107) Ha ha.   Seth Bradley, Esq. (13:01.204) Ha   Joe Fairless (13:01.356) Pad Thai, you know, are they gonna have the best lasagna, California roll, and pad thai? No, no. They've got something for everyone, but they're not gonna be great at any of it. I'd rather go to an Italian restaurant that makes their own noodles, right? Makes their own pasta. And where they specialize in one thing.   Not at all. No, we I believe in the fundamentals of multifamily. I believe in the supply demand that is here. I mean we had a record number of supply across the board and multifamily and the occupancy maintained 90-91 percent depending on the market but it maintained in the 90s in a record number of supply and by the way at the same time you got   the capital markets raising interest rates the way they did. And a lot of people have been able to hold serve. And the fundamentals of the supply demand and how much...   how many renters there are out there and how that will continue is there. That's cold hard facts. There is demand, a lot of demand, and there will continue to be even more demand because the supply is trailing off. We have never looked.   outside of multifamily because it's so strong. I think that is a cultural thing actually because if you, anyone who's in the sports, college sports, they'll know about the NIL and   Joe Fairless (14:54.784) how you can bounce from one team to another year after year. And so you'll find some people who aren't starting and if they put in the work then, and I'm for NIL, I think players should be paid, but I don't think that they, I don't think they should, I don't think it serves them as young men and young women.   mostly young men in this case who are bouncing from place to place, to not compete and not work for a starting position and instead just go somewhere else the path of least resistance. That's not how you build character. There's a really good book, it's called The Road to Character.   and they talk about in the book, they give different examples of people throughout history. And they're not exceptional, like saintly people. They're people who are normal people, but what they did that is atypical for what our culture does now is they stuck with things even when it was tough.   Seth Bradley, Esq. (16:09.682) Mm-hmm.   Joe Fairless (16:09.998) and instead of bouncing from thing to thing because what happens is when you bounce from thing to thing you don't get an expertise you don't get the the depth of knowledge the scars that that you need in order to be truly exceptional at that one thing and it's just surface level   And it'd be like if you feed your kids candy for every meal. I mean, it's same thing. You can't live on mental candy, right? You gotta have some substance. You gotta go through things.   Seth Bradley, Esq. (16:43.06) Yeah, I love that man. I love that metaphor. I love that. Like you've got to get reps, whether the times are great or an easy or whether they're hard. And those hard reps are the ones that are really going to set you up for success down the line. Like if you're able to execute in the hard times, then when times turn good again, you're going to be at the top, right? You're going to be cream of the crop. What do you, what do you think it is about you and maybe your company that's enabled you to do that, to stick?   to multifamily and not say, ooh, you know what, I'm a really good marketer so I can raise capital for anything if I really want to, right? You're in that position and what is it about you and your company that's been able to allow you to stick to multifamily and just stick to it during these hard times?   Joe Fairless (17:32.762) the fundamentals are there. I mean, you could make an argument that if we were office investors, and I have some friends who are really keen on investing in office now and in the future, but you could very easily make an argument that with the amount of office space that people have currently, you don't need as much of that space.   It's not a five, you know, three to five to seven year play. Maybe it's a 20 to 50 year play. I don't know. Who the hell knows what's going to happen with office and working from home and AI and automation and all that. But with multifamily, the challenge is capital markets. Now there are some other aspects like the hyper supply, which has tapered off.   because of the higher interest rates increase in you know insurance which has tapered off back to the single digits by and large but that that was a big thing property taxes depending on where you're at but the fundamentals are there people are renting and consumers for yeah unfortunately for generally you know for the general consumer their credit card debt   is going up. They're still paying off their credit card debt from purchases almost 12 months ago. More than half of people are paying off purchases for more than 12 months ago. that's so right now they've been out earning their income because income has been increasing. But what happens if that income stops increasing the way it has been?   the debt's not going anywhere, especially credit card debt, and that's certainly not going to make more first-time home buyers that dynamic. So the fundamentals are there, and not to mention we already have a housing shortage deficit, major deficit.   Seth Bradley, Esq. (19:50.866) Yeah, so it's the belief and it's the knowledge like it's the education like you you know that the fundamentals are there you you're you're basing your resilience in the market to What you're seeing in the data like hey, it's you know We we believe in this asset type because of the data that i'm Well educated and well versed in   Joe Fairless (20:09.752) Mm-hmm.   Joe Fairless (20:14.346) Absolutely.   Seth Bradley, Esq. (20:16.168) That's incredible. That's incredible. Has anything changed in the way that you potentially because you've got a deal that might be going through in the way that you either have raised capital recently or how you are going to raise capital for your next deal as compared to when it might have been a little bit easier, let's say five years ago from passive investors?   Joe Fairless (20:38.612) Yes, we have implemented a system that I'm sure a lot of your listeners have heard of EOS, Entrepreneur Operating System, and that has been very helpful. We just did our focus day a month ago, but we've hit the ground running and we have our, I think, Vision Day part one later this month and Vision Day two.   next month and that has allowed ownership among the team members to really thrive because team members are responsible for rocks or their goals but if you say goals instead of rock they'll the EOS person will slap your hand so I'll continue to say rock so they're responsible for rocks and it's just   It takes more, the individuals on the team have more ownership. So that's not something sexy or flashy that I think your question was getting to. So I'll say something else that has been helpful would be doing Facebook ads for getting new accredited investor leads.   at scale. That's the best way that we found to get credit investor leads at scale is through Facebook ads. And we have an agency that we work with. And I just hired a director of marketing who has some really good experience and he's overseeing them and the marketing team. And then   Another thing that has been helpful that where I'd say just scratching the surface I'm a big proponent of AI and how I believe We are in the middle of a major change for our society with because of AI I think it is just as major of a change as it as it as when we all got internet in our homes   Joe Fairless (22:51.602) on a personal computer. I think it's that big to have access to, just think about phone books to Googling something on your computer. So with AI we've incorporated it and are incorporating as much as possible in one aspect to address your question about how we're doing things differently. One aspect.   is that on our investor calls, our prospective investor calls, we record them. They know it's being recorded and on a recorded line. We have an AI service that then takes the information from the call and grades the call. But then not only that is we look at, those investors, which ones of those investors invest?   What did we say? What did they say on those calls? What are some common commonalities? Which ones didn't invest? What did they say? What did we say? And starting to identify trends and words and topics to talk about and to address on the calls to increase the conversion rate.   Seth Bradley, Esq. (24:07.048) That's great, man. I love it. You kind of went full circle there. You've got EOS, which I'm a huge proponent of. We use that across the various companies that I have, some form or another. There's got to be a framework of organization and accountability and being able to look back and say, hey, we've had this problem before and here's how we solved it before. Or hey, this problem is still occurring from last week's L10 meeting. What do we need to do to improve it? How do we solve that issue?   Joe Fairless (24:33.166) Mm-hmm.   Seth Bradley, Esq. (24:36.712) How do we keep moving forward rather than, what did we talk about last week or what did we talk about last month? You've got to have a way to organize things and a way to solve issues organizationally, especially as you grow. So EOS, huge proponent of it, man. I mean, it's awesome. Like you have to have some form of it, even if it's not to a T with the book, Traction is where that comes from. You have to implement some form of organization and framework for your company. And then like you said,   Joe Fairless (24:41.389) Yeah.   Joe Fairless (24:56.575) Mm-hmm.   Seth Bradley, Esq. (25:03.284) you know, with AI, everyone has to stay on the forefront of what's going on right now. I know I was even a little resistant myself. was like, chat GPT, is that? Eh, you know, and put it off for a little bit. And then once you start using that, along with all the other things as well, I'm just using that as kind of a baseline, but just learning how to use chat GPT in your everyday life, it's just a game changer. Because now your whole thought process changes. It's not like,   Joe Fairless (25:08.547) Yep.   Joe Fairless (25:20.14) Mm-hmm.   Seth Bradley, Esq. (25:31.22) I need to put together this entire article or blog post. It's like, how do I prompt it correctly to to produce this blog post or this article in my voice and then edit it through that or, you know, all these different things you figure out, like how to prompt rather than how to actually take this solution all the way from start to finish. Let that technology tell you how to do it. So it's awesome. And then Facebook ads as well.   Joe Fairless (25:45.206) Mm-hmm.   Seth Bradley, Esq. (25:58.964) you've got to really dial those things in, right? It can be a money pit, but at the same time, if you can master that, and it sounds like you hired an agency that's very industry specific, which helps out a lot. And from what I've seen, we have gems, we have a capital raising business, we have all these different things, and finding somebody that's niche to that industry is super important.   Joe Fairless (26:22.434) That's right.   Seth Bradley, Esq. (26:25.756) I'd love to go back and stay on this capital raising subject, especially for people that just started out. So like now you're doing EOS, now you're using AI, now you're using Facebook ads, do you have some capital to be able to invest in those ads? What about for somebody that's just kind of starting out? they're, you know, maybe this is their first fund to fund or, you know, their first property that they're raising capital for. Like how do they effectively launch their first   Capital Race.   Joe Fairless (26:56.59) Well, I would read the book that I wrote on syndication because I walked through the whole process of that best ever syndication book. So, but for this this relatively short conversation, I'd say first,   Seth Bradley, Esq. (27:04.404) Great book.   Joe Fairless (27:19.606) People have to make sure you have to make sure that people perceive you and you are actually a real estate expert and That because you might have you might have been if this your first one first deal then I'm assuming you came from some other industry or   If it was real estate, maybe you're a property manager, they don't know about all aspects of your expertise as it relates to real estate. you've got to, by having a thought leadership platform, you'll interview others who have that experience, you'll continue to learn, hone your skills, and then you'll also be associated with those who have those skill sets, and that will be helpful for you.   Once you do that, assuming that you are the expert and you are also perceived as the expert, then what I would do, and what I did actually on my very first one is I created a spreadsheet. And the spreadsheet had the name of the person, how I knew them, and then,   What I did is I wrote down all the different names and then how I knew them. So for example, I was on the alumni advisory board for Texas Tech. I was on a flag football team in New York. I wrote someone's name down there. On my flag football team, was working at different companies. I worked at different companies, so I wrote down different coworkers at different companies.   the key here for doing it this way is identifying the person. So then you sort them by how you know them. all the people from the flag football team would be sorted together. All the people from XYZ company would be sorted together. And then you identify the most influential person within that group. And you talk to him or her.   Joe Fairless (29:39.306) about your opportunity. And once you talk to him or her about the opportunity, and if they find it appealing or at least they want to learn more about it, then you can go to the next person in that group and you can name check. You can say, I was just talking to Seth about this and he's got some follow-up questions about it and I thought it also would make sense to talk to you about it too.   So then you come in a little warm with the group dynamic versus if you come in cold on an individual level.   Seth Bradley, Esq. (30:11.924) Mm-hmm.   Seth Bradley, Esq. (30:18.822) I like that man. That's a very, very nuanced strategy tidbit there. What I really heard was, you know, authenticity and authority, authenticity in that. Yeah, you've got to educate yourself. You've got to be a real estate expert if that's what you're raising capital for and authority. And then you've got to show people, you know, why you're the expert, why you know all these things, why they should listen to you to invest in something like this and even leveraging the authority of others with that.   that strategy where you go to this influential person and say, look, this person likes this deal too, and here's why. And then they can go to them and they kind of look to them as additional authority because they kind of look to them as that thought leader or that leader in general. So pretty great, man. Start wrapping this up, but this is kind of a nuanced question that I love to ask and ...   Because once upon a time I went to I went to med school for a little while and then I dropped out and because I just I hated it knew it wasn't for me and I'm going to law school and then got into real estate. So you know in a parallel universe tell me about a different version of you a different but likely version of you if you didn't exist as you do today because right now you know you're you're an apartment buyer you're a great marketer you're an entrepreneur.   Joe Fairless (31:38.164) I'd say I really enjoy coaching my daughter in soccer. I do not know soccer. I grew up in Texas. I played football. I played baseball. I ran track in that order. There wasn't a soccer option or maybe even a soccer ball in Texas when I was growing up. But I enjoy coaching and in an alternative universe, I would   I would do more of that because time is, it flies whenever I'm doing that.   Seth Bradley, Esq. (32:15.036) Awesome, awesome. All right, Joe, for our listeners out there, what can they find out more about you?   Joe Fairless (32:21.494) You can go to AshcroftCapital.com and if you're looking at passive investing or if you're an operator or someone who is partnering with others, then my conference is a good place to be. It's besteverconference.com. It's gonna be March 3rd and 4th in Salt Lake City this year.   I can get a discount code to your people too.   Seth Bradley, Esq. (32:52.51) Great, yeah, I'll drop that in the show notes and I'll see you there, Joe. So we'll shake hands in person. So thanks again for coming on the show. Really appreciate it and we'll catch you next time.   Joe Fairless (32:57.304) Sweet. Awesome.   Joe Fairless (33:05.518) You know what, in just a second, I'm gonna just tell you the code, that way you don't have to do any work. Whenever I do a podcast and someone says, I'll send it to you, I'm like, more work for me to do later. So, all right, here's a code. Hurry 25, it'll be 25 % off all ticket types. H-U-R-R-Y, all lowercase, and then number 25, you get 25 % off all tickets, except for the LP ticket.   Seth Bradley, Esq. (33:09.917) Okay.   Seth Bradley, Esq. (33:13.808) Yeah, I know then you gotta follow up.   Seth Bradley, Esq. (33:35.924) Let's roll right into these million dollar questions and then I'll let you go.   Seth Bradley, Esq. (33:44.884) Alright Joe, let's jump into this. So, how did you make your first million dollars?   Joe Fairless (33:52.185) Same way I made my last one so spoiler alert. It's it's selling when a deal exited so The is probably The seventh or eighth Deal I had one million dollars on one transaction, right? Like is that chunk about? Yeah, I   Seth Bradley, Esq. (33:55.56) Hahaha   Seth Bradley, Esq. (34:12.767) Really million dollars in your net worth   Seth Bradley, Esq. (34:17.96) What puts you over the edge there? How did you grow that first million?   Joe Fairless (34:21.626) I lost my first million before I ever came across it. That was on the very first deal. It would just be, it'd probably be through an exit of a deal.   Seth Bradley, Esq. (34:26.056) Ha   Seth Bradley, Esq. (34:35.614) Sure, yeah, and I'll bet it's probably similar. mean, how are you gonna, how are you planning on making your next million dollars? Same thing, the apartments, all about apartments, man. I love it, singular focus, that's where it's at. mean, riches are in the niches.   Joe Fairless (34:41.144) Same thing. Yep. The apartments. All apartments. That's right.   Yep.   Seth Bradley, Esq. (34:52.564) All right, you're clearly in the top 1 % of what you do. What is it about you that separates you from the rest of the field?   Joe Fairless (34:58.958) Mmm.   I do what I say I'm gonna do. And sadly, that separates me from a lot of people, not all people.   but that's a big focus of mine. And it's not about my, I recently read something that resonated and that was don't focus on your reputation, focus on your character. Reputation is such a vanity metric, but the character is who you are when no one's looking and being proud of who you are. And that's vital to me.   Seth Bradley, Esq. (35:37.524) Yeah, and it's not just saying what you're going to do to other people, but also with yourself, right? To yourself.   Joe Fairless (35:43.726) Mmm good point. Yeah when you're when when I'm on those runs and I can just stop Whenever I want But then I'll be I'll know I'll know I didn't go through this, you know, you know made up finish line that I had predetermined in my head and And that's that's there's there's something to be said there. I'm glad you brought that up   Seth Bradley, Esq. (36:10.644) Yeah, that's that's the key right? It's not just when somebody when it's dependent on somebody else or somebody else is watching It's you know, what do you do when nobody's watching and what do you do when it's just a promise to yourself? Do you follow through do you keep those promises things as easy as hey when you set your alarm in the morning and you wake up Do you do you get up or do you hit the snooze button? Like you made a promise to yourself the night before to wake up and get up when that alarm goes off Do you keep that promise?   Joe Fairless (36:15.415) Mm-hmm.   Joe Fairless (36:25.229) Yeah.   Seth Bradley, Esq. (36:39.12) Awesome. All right, brother. I think that should do it. I will see you. I'll see you at BC, man.   Joe Fairless (36:46.42) Awesome. I appreciate it. yeah, if anything you can do to help get to get the word out about the conference to your email list, I'd appreciate that also. All right. Thanks, Seth. All right. Bye.   Seth Bradley, Esq. (36:57.404) Absolutely. All right, brother. Talk soon. See you. Links from the Show and Guest Info and Links: Seth Bradley's Links: https://x.com/sethbradleyesq https://www.youtube.com/@sethbradleyesq www.facebook.com/sethbradleyesq https://www.threads.com/@sethbradleyesq https://www.instagram.com/sethbradleyesq/ https://www.linkedin.com/in/sethbradleyesq/ https://passiveincomeattorney.com/seth-bradley/ https://www.biggerpockets.com/users/sethbradleyesq https://medium.com/@sethbradleyesq https://www.tiktok.com/@sethbradleyesq?lang=en   Joe Fairless's Links: https://www.facebook.com/imjoefairless https://x.com/joefairless https://www.linkedin.com/in/joefairless/ https://ashcroftcapital.com/our-team/joe-fairless/ https://www.instagram.com/besteverpodcast/?hl=en

Remarkable Results Radio Podcast
Building Great Teams with J.R. Portman [E161] - The Auto Repair Marketing Podcast

Remarkable Results Radio Podcast

Play Episode Listen Later Jul 16, 2025 46:59


Thanks to our Partners, Shop Boss and AppFueledWe all want great teams, but most shop owners don't realize that a high-performing team doesn't start with talent; it starts with culture. In this episode, I sit down with my right-hand man, J.R. Portman, and we unpack the real story behind building and keeping a team that not only performs but thrives.JR's been instrumental in shaping the culture here at Shop Marketing Pros, and together we walk through what it takes to build a team from scratch, the brutal cost of hanging on to the wrong people, and how to create an environment where your team steps up even when you're on vacation.We'll get into hiring for character vs. capability, how tools like EOS and DISC can transform your business, what “core values” actually mean in the real world, and the moment when your team starts running the business better than you do.This isn't fluff. It's real talk about what culture is, what happens when you get it wrong, and how it feels when you finally get it right. This episode is sponsored by Shop Boss, manage and grow your shop with top features like integrated payments from 360 Payments. Are you ready to convert clients to members? AppFueled specializes in creating custom apps tailored specifically for auto repair businesses. Build client loyalty. Get started today with your own customer loyalty app. Visit Appfueled.comLagniappe (Books, Links, Other Podcasts, etc)EOS (Entrepreneurial Operating System)Shop Marketing Pros - Core ValuesThe Five Dysfunctions of a Team BookDISC AssessmentsShow Notes with TimestampsIntroduction and Sponsor Acknowledgments (00:00:01) Brief intro to the podcast, host, guest, and sponsor messages.JR's Role and Team Building Philosophy (00:00:56) JR's background, importance of team and culture, inevitability of workplace culture.Hiring for Character vs. Skill (00:02:38) Challenges in hiring, value of character over skill, teachability, and long-term impact.Personal Stories: Hiring for Character (00:04:34) Examples from Shop Marketing Pros, hiring people with no marketing background, teachability.Culture Forms with or Without You (00:08:14) Unintentional culture, negative environments, and the need for intentional leadership.Long Road to Positive Culture (00:09:48) Building culture takes time, sometimes requires hard choices, removing toxic high performers.Impact of Hiring for Culture (00:10:50) How hiring for culture affects retention, team performance, and broadens hiring pool.Employee Growth and Retention Stories (00:12:30) Michelle's journey from assistant to SEO lead, training and internal growth.Using Assessments in Hiring (00:14:10) DISC, Kolbe, and other assessments to understand and hire for character.Sponsor Messages (00:15:24) Additional sponsor messages and product features.Defining Company Culture (00:17:18) What culture really means, how it's perceived internally and externally.Culture's External Impact (00:19:41) How culture affects customer experience and business...

The Mark Haney Podcast
He Bet It All at 26 — And Built an HVAC Empire With His Family

The Mark Haney Podcast

Play Episode Listen Later Jul 16, 2025 45:34


In this episode of The Mark Haney Show, we sit down with Dave Shurtz, Amber Shurtz, Gary Shurtz, and Jen Matulich — the powerhouse team behind Solace Enterprises, one of Sacramento's fastest-growing commercial HVAC, plumbing, and solar companies. We dive deep into: ✅ How Dave risked it all at 26 with no business experience ✅ How Amber and Dave scaled Solace into a multi-million dollar family business ✅ Why Jen left a 20-year banking career to join this dynamic team ✅ How Gary rose from zero HVAC experience to President of the company ✅ The secrets to building company culture, community impact, and long-term success This episode is packed with insights for entrepreneurs, business owners, construction industry pros, and anyone curious about how to build a legacy business in trades, HVAC, and commercial services. Website: https://solace-ent.com/ Facebook: https://www.facebook.com/solaceentHVAC/ Instagram: https://www.instagram.com/solace_enterprises LinkedIn: https://www.linkedin.com/company/solace-enterprises-inc Timestamps: 0:00 Intro — Who is Solace Enterprises? 2:19 Dave's leap into entrepreneurship at 26 5:12 How the family business exploded in growth 12:40 Jen's bold career shift from banking to HVAC 18:02 How Solace attracts & retains top talent 28:46 Their big plans for community impact & youth trades programs 35:25 How they're scaling smart with EOS + innovation

The Auto Repair Marketing Podcast
Building Great Teams with J.R. Portman [E161]

The Auto Repair Marketing Podcast

Play Episode Listen Later Jul 16, 2025 46:59


Thanks to our Partners, Shop Boss and AppFueledWe all want great teams, but most shop owners don't realize that a high-performing team doesn't start with talent; it starts with culture. In this episode, I sit down with my right-hand man, J.R. Portman, and we unpack the real story behind building and keeping a team that not only performs but thrives.JR's been instrumental in shaping the culture here at Shop Marketing Pros, and together we walk through what it takes to build a team from scratch, the brutal cost of hanging on to the wrong people, and how to create an environment where your team steps up even when you're on vacation.We'll get into hiring for character vs. capability, how tools like EOS and DISC can transform your business, what “core values” actually mean in the real world, and the moment when your team starts running the business better than you do.This isn't fluff. It's real talk about what culture is, what happens when you get it wrong, and how it feels when you finally get it right. This episode is sponsored by Shop Boss, manage and grow your shop with top features like integrated payments from 360 Payments. Are you ready to convert clients to members? AppFueled specializes in creating custom apps tailored specifically for auto repair businesses. Build client loyalty. Get started today with your own customer loyalty app. Visit Appfueled.comLagniappe (Books, Links, Other Podcasts, etc)EOS (Entrepreneurial Operating System)Shop Marketing Pros - Core ValuesThe Five Dysfunctions of a Team BookDISC AssessmentsShow Notes with TimestampsIntroduction and Sponsor Acknowledgments (00:00:01) Brief intro to the podcast, host, guest, and sponsor messages.JR's Role and Team Building Philosophy (00:00:56) JR's background, importance of team and culture, inevitability of workplace culture.Hiring for Character vs. Skill (00:02:38) Challenges in hiring, value of character over skill, teachability, and long-term impact.Personal Stories: Hiring for Character (00:04:34) Examples from Shop Marketing Pros, hiring people with no marketing background, teachability.Culture Forms with or Without You (00:08:14) Unintentional culture, negative environments, and the need for intentional leadership.Long Road to Positive Culture (00:09:48) Building culture takes time, sometimes requires hard choices, removing toxic high performers.Impact of Hiring for Culture (00:10:50) How hiring for culture affects retention, team performance, and broadens hiring pool.Employee Growth and Retention Stories (00:12:30) Michelle's journey from assistant to SEO lead, training and internal growth.Using Assessments in Hiring (00:14:10) DISC, Kolbe, and other assessments to understand and hire for character.Sponsor Messages (00:15:24) Additional sponsor messages and product features.Defining Company Culture (00:17:18) What culture really means, how it's perceived internally and externally.Culture's External Impact (00:19:41) How culture affects customer experience and business...

PARTNERNOMICS Podcast
The PARTNERNOMICS® Show - Joel Swanson: Episode 52, Expert EOS Implementer

PARTNERNOMICS Podcast

Play Episode Listen Later Jul 16, 2025 29:54


Today, our guest on The PARTNERNOMICS® Show is Joel Swanson, an Expert EOS Implementer at EOS Worldwide. Joel Swanson, an Expert EOS Implementer, is passionate about helping business owners live their ideal lives, and do so in a way that overflows into the lives of people around them. He has been leading EOS implementations for both for-profit and non-profit organizations since 2014. A lifelong learner, he has a Bachelor's degree in Computer Science and a Master's Degree in Theology (he says of himself "I have a bad habit of getting degrees that I don't use."). He lives in Minneapolis with his wife and three kids, and enjoys mountain biking and reading in his free time.   Key Insights: Growth Without Complexity Strategic Delegation to Prevent Executive Burnout Building Teams That Perform Understanding and Leveraging Strengths Embracing Calculated Risk   Reach out to Joel Swanson: https://www.linkedin.com/in/joel-swanson/ joel.swanson@eosworldwide.com   ********* Are you a partnering professional wanting to earn industry certifications and badges to showcase on LinkedIn? We will give you the first course and certification for FREE ($595 value)!

The Passive Income Attorney Podcast
TME 05 | Stop Chasing the Woman in the Red Dress: Multifamily Is the Smartest Move with Joe Fairless

The Passive Income Attorney Podcast

Play Episode Listen Later Jul 16, 2025 31:54


Title: Stop Chasing the Woman in the Red Dress: Multifamily Is the Smartest Move with Joe Fairless Summary: In this conversation, Joe Fairless and Seth Bradley discuss the importance of authenticity in business, the current state of the multifamily real estate market, and effective strategies for raising capital. Joe shares insights on sticking with multifamily investments despite market fluctuations, leveraging technology like AI and EOS for operational efficiency, and the significance of building authority and expertise in the field. The discussion also touches on personal reflections and aspirations, emphasizing the value of character and commitment in both business and personal life. Links to watch and subscribe:   Bullet Point Highlights: Authenticity is key in business interactions. Focus on your strengths and expertise. The multifamily market fundamentals remain strong. Utilize technology to enhance capital raising efforts. Building authority is crucial for new capital raisers. Networking through influential connections can be effective. Character is more important than reputation. Sticking to one niche can lead to greater success. Continuous learning and adaptation are essential. Coaching and mentoring can be fulfilling personal pursuits. Transcript:  Joe Fairless (00:03.629) Hey, how you doing?   Seth Bradley, Esq. (00:04.881) Alright man.   How are you? I don't know if we've actually met in person or not, but funny, I'll share the story once we start officially recording, but once upon a time when I was trying to find my place in this syndication world, had a phone call with you and it was awesome to actually get to speak with you at the time because it was just like, whoa, this is Joe Fairless, right? So it was a huge deal, so it's awesome to have you on the show.   Joe Fairless (00:34.966) You know what? I take notes of every conversation and I see it was around May of 2019. Yeah, yeah, I see that. It's awesome. Well, looking forward to every five years we should do this.   Seth Bradley, Esq. (00:43.988) There you go. There you go. Awesome, man. Awesome.   Yeah, let me...   Seth Bradley, Esq. (00:53.1) Sounds good, man. Sounds good. Sounds good. So just to give you a little bit of groundwork here. So I'm a securities attorney by trade. I've raised capital for syndications, those sorts of things. I'm currently with Tribest, I'm chief legal officer over there. So we do, put together fund to funds in a box for capital aggregators. And I'm rebranding the podcast. So once upon a time it was Passive Income Attorney. I was really focused on bringing in investors into my deals, raising capital, that sort of thing.   Now I'm rebranding this as raising the bar gonna be kind of more of a general General podcast on business and raising capital and in real estate that sort of thing. So It's gonna be more of a general audience before it was past investors This is gonna be more kind of business people active investors because I'm actively trying to bring in you know capital raisers and People like that. They're putting deals together for my law firm and for for tribe vest   Joe Fairless (01:33.998) Mm-hmm.   Joe Fairless (01:48.354) Mm-hmm.   Joe Fairless (01:51.884) Makes sense. Thanks for that context.   Seth Bradley, Esq. (01:53.544) Yeah, cool cool. So and then format wise we'll just do it'll be pretty short We're gonna do like 25 minutes 30 minutes And then we'll go into kind of these like mini segments because I want to do these mini episodes And I think I sent those over to you one is just million dollar Monday. Just kind of how you made your first million How you made your last million how you're make your next that sort of thing and then the next one is the the 1 % segment which is kind of you know, how did you become basically?   Joe Fairless (02:00.504) Sweet.   Joe Fairless (02:15.47) Mm-hmm.   Seth Bradley, Esq. (02:21.364) 1 % like the best top 1 % in what you do and that sort of thing and just kind of giving actionable steps to the listeners about how they can get there too.   Joe Fairless (02:25.442) Mm-hmm.   Joe Fairless (02:30.314) Awesome. Sounds good. Sounds like fun.   Seth Bradley, Esq. (02:32.98) Cool. All right, man. Well, we're already recording, so I'll just kind of jump into it and then we'll make the, I'll make the cuts later. cool. Welcome to Raise the Bar with me, your host, Seth Bradley, where we have elevated conversations on raising capital, real estate, and entrepreneurship. Today, we have an incredible guest, Joe Fairless. If you've been living under a rock, then maybe you haven't heard of Joe, but everybody in my industry knows Joe as an industry leader, a thought leader.   real estate entrepreneur, extraordinaire, marketer, master marketer, all of the above. So Joe, welcome to the show.   Joe Fairless (03:10.36) Looking forward to our conversation, Seth.   Seth Bradley, Esq. (03:12.884) for sure man. So, you know, I like this question because it's kind of unusual and I have a hard time answering it and you might too, but we'll see. you know, when a stranger asks you what you do and it just comes up to you maybe at a conference or on the streets, what do you say?   Joe Fairless (03:28.398) I'd I buy apartment buildings.   Seth Bradley, Esq. (03:30.546) I love it. Keeping it simple, man. I guess that was an easier answer than I anticipated.   Joe Fairless (03:35.182) Well, yeah, I've been to in my early days I went to seminars and they have much longer more thought-provoking responses like, know, I help high income earners create passive income or something along those lines, but I keep it simple. I buy apartment buildings and then, you know,   let the conversation go where it naturally would go.   Seth Bradley, Esq. (04:06.366) I love that man. Yeah, and you know, to be honest, know, that response that you just mentioned is a little bit played out. Don't you think? I feel like if you're on LinkedIn or if you're on, you know, conferences, everybody's like, yeah, I raised capital from passive investors so I can help them do this and do that. Do you think that's a little bit played out? Do you think that people need to kind of change that marketing strategy at this point?   Joe Fairless (04:25.697) Well...   I think you should just be authentic. think just go with what feels right for you and what you'll enjoy talking about. Just go with what feels right for you. That's what I do. I am not a salesy person.   I feel uncomfortable if I'm trying to sell someone something. I believe in what I do, but I feel uncomfortable if I'm trying to force it. And so if I'm like, I was just at a dad-daughter dance this past Sunday and we met up with some couples that I didn't know any of them. was just couples that, you know, my daughter...   goes to their parents of the kids who go to school with my daughter. And so I was talking to one of the dads and he said, what do you do? I I buy apartment buildings. And he said, that's interesting. Then we started talking about what I do because he was naturally interested. And I enjoy that much more than trying to intentionally bait a hook. I'd just rather just have a conversation.   Seth Bradley, Esq. (05:40.03) Yeah.   Seth Bradley, Esq. (05:43.57) Yeah, yeah, I think that's the key, right? Especially in today's world where everything's online and you just get marketed to and advertised to all the time. You've got to be authentic and you need to have an elevator pitch, it's got to be authentic. It's got to be really who you are. And it can't be sales because people are so sensitive to that nowadays, whether you're raising capital or whether you're W2 doing your job. And we're all salespeople to a certain extent, whatever we do.   But people are very sensitive to that. So you've got to really focus on being authentic and coming from a place of genuineness.   Joe Fairless (06:20.91) Nobody in the world can do you like you do you. You've got a unique strand of DNA that no one else can be the Seth Bradley that you are, the Joe Farrells that I am, because it's impossible. It's impossible. There is no one like you. There is no one like me.   And it's just the more magnetic, the more genuine and true to who I am, the more magnetic I feel like I become because people enjoy authenticity and it's just the right way to play it, right way to do it.   Seth Bradley, Esq. (07:01.684) Totally, totally, totally. For our audience, just tell us what you're doing nowadays. mean, there's been kind of some changes in the market with the interest rates going up, those sorts of things, maybe starting towards the end of 2022. I know for myself, I was in the capital raising game for a number of years and then I kind of slowed down there towards the end of 2022, beginning of 2023, just to kind of see what the market was gonna do, just to see if we could still get some really good deals going, see if some of the other deals were going bad.   you know, what, what are you up to nowadays? Like what's your focus? right now.   Joe Fairless (07:36.77) The focus has been and always will be on our current portfolio and the deals that we have and operating those deals the best that we can and continuing to improve the NOI. So that is the focus.   There we have some deals that have floating rates with rate caps and the focus is to figure out how not to have floating rate with rate caps that you have to continue to renew once they expire. So that comes with refinancing and in order to refinance and sometimes you have to do a capital call or if you don't do a capital call you gotta bring in equity in some form or fashion to refinance.   some cases, it just depends on the deal. So the focus is on the portfolio and always will be. And then the secondary thing that we look at is acquisitions. How do we capitalize on the market that we're at right now? mean, the best way to describe it that I've read is it's stagnant. You know, it's just...   Not sure. The water, there's stuff growing in the water, but not sure if you really want to be part of what's growing in the water right now. Like it's just, it's stagnant and what will, but we also know what is coming.   Seth Bradley, Esq. (09:00.486) Yeah.   Joe Fairless (09:12.264) and that is the supply demand shift in multifamilies favor depends on the sub market and the market obviously. But generally the Sun Belt is going to greatly benefit in the next year, year and a half, in some cases six months from now.   with the supply-demand dynamic with new supply drying up and increasing the demand for the existing supply. Again, depends on the market, depends on the sub-market. So how do we capitalize on that? is there any way to be opportunistic with what's happening with some deals from other operators that   didn't work out. know, there haven't been a lot of foreclosures, but there have been some. And we have relationships with our lenders that are pretty strong. And in fact, one, a large lender that we have a really good relationship with, that we have properties with, they foreclosed on someone else's deal. And I won't name names on who they foreclosed on, but they foreclosed on someone else's deal and they came to us   Afterward and said hey here here. Here's a here's an opportunity. It's in a great area of Fort Worth and I'm from Fort Worth so I know we have a lot of property there too, but I know the market also I grew up there and We'll give you this special financing of around 3 % or so interest rate fixed interest rate   for year one and then it's fixed through the whole period of the loan but then the interest rate steps up to around four, four and a half percent over the five years. So to get that type of essentially seller financing but it's lender financing direct from the lender lending institution that foreclosed on the deal in a very good area of Fort Worth.   Joe Fairless (11:29.326) There are opportunities out there also. So it's how do we become opportunistic and find these deals. And so we're in the process of closing on that deal or doing due diligence on that deal. We're under contract and we're scheduled to close in about a month and a half from now.   Seth Bradley, Esq. (11:49.316) Awesome, awesome. Have you found it difficult at any point in time, kind of over these last couple years where the market has slowed down?   Joe Fairless (11:56.654) Whatever you're gonna say, yes. So finish your question, but the answer is yes. Yes, I found it difficult over the last couple years, but what exactly are you asking about that's difficult?   Seth Bradley, Esq. (11:59.732) Yeah. Sure. Specifically, should say sticking with multifamily because you are a multifamily guy and you you've seen you've seen where everyone, you know, everybody wanted that on that multifamily train for, you know, a decade, if not longer.   Joe Fairless (12:15.598) Mmm. Man.   Seth Bradley, Esq. (12:23.696) And now you've seen a lot of these same people change their tune and say, okay, well, you know what? Let's pivot to something else. Let's pivot to car washes or private credit funds or all these other things.   Joe Fairless (12:29.998) Man, I'm actually, I know you're an attorney, but can I strike my yes actually from that question? Cause no, actually the answer is no. I haven't found it difficult to stick with multifamily. Hell no. No. You know, you go to a restaurant at a diner and they offer lasagna, California roll and what else?   Seth Bradley, Esq. (12:41.16) Hahaha   Seth Bradley, Esq. (12:49.107) Ha ha.   Seth Bradley, Esq. (13:01.204) Ha   Joe Fairless (13:01.356) Pad Thai, you know, are they gonna have the best lasagna, California roll, and pad thai? No, no. They've got something for everyone, but they're not gonna be great at any of it. I'd rather go to an Italian restaurant that makes their own noodles, right? Makes their own pasta. And where they specialize in one thing.   Not at all. No, we I believe in the fundamentals of multifamily. I believe in the supply demand that is here. I mean we had a record number of supply across the board and multifamily and the occupancy maintained 90-91 percent depending on the market but it maintained in the 90s in a record number of supply and by the way at the same time you got   the capital markets raising interest rates the way they did. And a lot of people have been able to hold serve. And the fundamentals of the supply demand and how much...   how many renters there are out there and how that will continue is there. That's cold hard facts. There is demand, a lot of demand, and there will continue to be even more demand because the supply is trailing off. We have never looked.   outside of multifamily because it's so strong. I think that is a cultural thing actually because if you, anyone who's in the sports, college sports, they'll know about the NIL and   Joe Fairless (14:54.784) how you can bounce from one team to another year after year. And so you'll find some people who aren't starting and if they put in the work then, and I'm for NIL, I think players should be paid, but I don't think that they, I don't think they should, I don't think it serves them as young men and young women.   mostly young men in this case who are bouncing from place to place, to not compete and not work for a starting position and instead just go somewhere else the path of least resistance. That's not how you build character. There's a really good book, it's called The Road to Character.   and they talk about in the book, they give different examples of people throughout history. And they're not exceptional, like saintly people. They're people who are normal people, but what they did that is atypical for what our culture does now is they stuck with things even when it was tough.   Seth Bradley, Esq. (16:09.682) Mm-hmm.   Joe Fairless (16:09.998) and instead of bouncing from thing to thing because what happens is when you bounce from thing to thing you don't get an expertise you don't get the the depth of knowledge the scars that that you need in order to be truly exceptional at that one thing and it's just surface level   And it'd be like if you feed your kids candy for every meal. I mean, it's same thing. You can't live on mental candy, right? You gotta have some substance. You gotta go through things.   Seth Bradley, Esq. (16:43.06) Yeah, I love that man. I love that metaphor. I love that. Like you've got to get reps, whether the times are great or an easy or whether they're hard. And those hard reps are the ones that are really going to set you up for success down the line. Like if you're able to execute in the hard times, then when times turn good again, you're going to be at the top, right? You're going to be cream of the crop. What do you, what do you think it is about you and maybe your company that's enabled you to do that, to stick?   to multifamily and not say, ooh, you know what, I'm a really good marketer so I can raise capital for anything if I really want to, right? You're in that position and what is it about you and your company that's been able to allow you to stick to multifamily and just stick to it during these hard times?   Joe Fairless (17:32.762) the fundamentals are there. I mean, you could make an argument that if we were office investors, and I have some friends who are really keen on investing in office now and in the future, but you could very easily make an argument that with the amount of office space that people have currently, you don't need as much of that space.   It's not a five, you know, three to five to seven year play. Maybe it's a 20 to 50 year play. I don't know. Who the hell knows what's going to happen with office and working from home and AI and automation and all that. But with multifamily, the challenge is capital markets. Now there are some other aspects like the hyper supply, which has tapered off.   because of the higher interest rates increase in you know insurance which has tapered off back to the single digits by and large but that that was a big thing property taxes depending on where you're at but the fundamentals are there people are renting and consumers for yeah unfortunately for generally you know for the general consumer their credit card debt   is going up. They're still paying off their credit card debt from purchases almost 12 months ago. More than half of people are paying off purchases for more than 12 months ago. that's so right now they've been out earning their income because income has been increasing. But what happens if that income stops increasing the way it has been?   the debt's not going anywhere, especially credit card debt, and that's certainly not going to make more first-time home buyers that dynamic. So the fundamentals are there, and not to mention we already have a housing shortage deficit, major deficit.   Seth Bradley, Esq. (19:50.866) Yeah, so it's the belief and it's the knowledge like it's the education like you you know that the fundamentals are there you you're you're basing your resilience in the market to What you're seeing in the data like hey, it's you know We we believe in this asset type because of the data that i'm Well educated and well versed in   Joe Fairless (20:09.752) Mm-hmm.   Joe Fairless (20:14.346) Absolutely.   Seth Bradley, Esq. (20:16.168) That's incredible. That's incredible. Has anything changed in the way that you potentially because you've got a deal that might be going through in the way that you either have raised capital recently or how you are going to raise capital for your next deal as compared to when it might have been a little bit easier, let's say five years ago from passive investors?   Joe Fairless (20:38.612) Yes, we have implemented a system that I'm sure a lot of your listeners have heard of EOS, Entrepreneur Operating System, and that has been very helpful. We just did our focus day a month ago, but we've hit the ground running and we have our, I think, Vision Day part one later this month and Vision Day two.   next month and that has allowed ownership among the team members to really thrive because team members are responsible for rocks or their goals but if you say goals instead of rock they'll the EOS person will slap your hand so I'll continue to say rock so they're responsible for rocks and it's just   It takes more, the individuals on the team have more ownership. So that's not something sexy or flashy that I think your question was getting to. So I'll say something else that has been helpful would be doing Facebook ads for getting new accredited investor leads.   at scale. That's the best way that we found to get credit investor leads at scale is through Facebook ads. And we have an agency that we work with. And I just hired a director of marketing who has some really good experience and he's overseeing them and the marketing team. And then   Another thing that has been helpful that where I'd say just scratching the surface I'm a big proponent of AI and how I believe We are in the middle of a major change for our society with because of AI I think it is just as major of a change as it as it as when we all got internet in our homes   Joe Fairless (22:51.602) on a personal computer. I think it's that big to have access to, just think about phone books to Googling something on your computer. So with AI we've incorporated it and are incorporating as much as possible in one aspect to address your question about how we're doing things differently. One aspect.   is that on our investor calls, our prospective investor calls, we record them. They know it's being recorded and on a recorded line. We have an AI service that then takes the information from the call and grades the call. But then not only that is we look at, those investors, which ones of those investors invest?   What did we say? What did they say on those calls? What are some common commonalities? Which ones didn't invest? What did they say? What did we say? And starting to identify trends and words and topics to talk about and to address on the calls to increase the conversion rate.   Seth Bradley, Esq. (24:07.048) That's great, man. I love it. You kind of went full circle there. You've got EOS, which I'm a huge proponent of. We use that across the various companies that I have, some form or another. There's got to be a framework of organization and accountability and being able to look back and say, hey, we've had this problem before and here's how we solved it before. Or hey, this problem is still occurring from last week's L10 meeting. What do we need to do to improve it? How do we solve that issue?   Joe Fairless (24:33.166) Mm-hmm.   Seth Bradley, Esq. (24:36.712) How do we keep moving forward rather than, what did we talk about last week or what did we talk about last month? You've got to have a way to organize things and a way to solve issues organizationally, especially as you grow. So EOS, huge proponent of it, man. I mean, it's awesome. Like you have to have some form of it, even if it's not to a T with the book, Traction is where that comes from. You have to implement some form of organization and framework for your company. And then like you said,   Joe Fairless (24:41.389) Yeah.   Joe Fairless (24:56.575) Mm-hmm.   Seth Bradley, Esq. (25:03.284) you know, with AI, everyone has to stay on the forefront of what's going on right now. I know I was even a little resistant myself. was like, chat GPT, is that? Eh, you know, and put it off for a little bit. And then once you start using that, along with all the other things as well, I'm just using that as kind of a baseline, but just learning how to use chat GPT in your everyday life, it's just a game changer. Because now your whole thought process changes. It's not like,   Joe Fairless (25:08.547) Yep.   Joe Fairless (25:20.14) Mm-hmm.   Seth Bradley, Esq. (25:31.22) I need to put together this entire article or blog post. It's like, how do I prompt it correctly to to produce this blog post or this article in my voice and then edit it through that or, you know, all these different things you figure out, like how to prompt rather than how to actually take this solution all the way from start to finish. Let that technology tell you how to do it. So it's awesome. And then Facebook ads as well.   Joe Fairless (25:45.206) Mm-hmm.   Seth Bradley, Esq. (25:58.964) you've got to really dial those things in, right? It can be a money pit, but at the same time, if you can master that, and it sounds like you hired an agency that's very industry specific, which helps out a lot. And from what I've seen, we have gems, we have a capital raising business, we have all these different things, and finding somebody that's niche to that industry is super important.   Joe Fairless (26:22.434) That's right.   Seth Bradley, Esq. (26:25.756) I'd love to go back and stay on this capital raising subject, especially for people that just started out. So like now you're doing EOS, now you're using AI, now you're using Facebook ads, do you have some capital to be able to invest in those ads? What about for somebody that's just kind of starting out? they're, you know, maybe this is their first fund to fund or, you know, their first property that they're raising capital for. Like how do they effectively launch their first   Capital Race.   Joe Fairless (26:56.59) Well, I would read the book that I wrote on syndication because I walked through the whole process of that best ever syndication book. So, but for this this relatively short conversation, I'd say first,   Seth Bradley, Esq. (27:04.404) Great book.   Joe Fairless (27:19.606) People have to make sure you have to make sure that people perceive you and you are actually a real estate expert and That because you might have you might have been if this your first one first deal then I'm assuming you came from some other industry or   If it was real estate, maybe you're a property manager, they don't know about all aspects of your expertise as it relates to real estate. you've got to, by having a thought leadership platform, you'll interview others who have that experience, you'll continue to learn, hone your skills, and then you'll also be associated with those who have those skill sets, and that will be helpful for you.   Once you do that, assuming that you are the expert and you are also perceived as the expert, then what I would do, and what I did actually on my very first one is I created a spreadsheet. And the spreadsheet had the name of the person, how I knew them, and then,   What I did is I wrote down all the different names and then how I knew them. So for example, I was on the alumni advisory board for Texas Tech. I was on a flag football team in New York. I wrote someone's name down there. On my flag football team, was working at different companies. I worked at different companies, so I wrote down different coworkers at different companies.   the key here for doing it this way is identifying the person. So then you sort them by how you know them. all the people from the flag football team would be sorted together. All the people from XYZ company would be sorted together. And then you identify the most influential person within that group. And you talk to him or her.   Joe Fairless (29:39.306) about your opportunity. And once you talk to him or her about the opportunity, and if they find it appealing or at least they want to learn more about it, then you can go to the next person in that group and you can name check. You can say, I was just talking to Seth about this and he's got some follow-up questions about it and I thought it also would make sense to talk to you about it too.   So then you come in a little warm with the group dynamic versus if you come in cold on an individual level.   Seth Bradley, Esq. (30:11.924) Mm-hmm.   Seth Bradley, Esq. (30:18.822) I like that man. That's a very, very nuanced strategy tidbit there. What I really heard was, you know, authenticity and authority, authenticity in that. Yeah, you've got to educate yourself. You've got to be a real estate expert if that's what you're raising capital for and authority. And then you've got to show people, you know, why you're the expert, why you know all these things, why they should listen to you to invest in something like this and even leveraging the authority of others with that.   that strategy where you go to this influential person and say, look, this person likes this deal too, and here's why. And then they can go to them and they kind of look to them as additional authority because they kind of look to them as that thought leader or that leader in general. So pretty great, man. Start wrapping this up, but this is kind of a nuanced question that I love to ask and ...   Because once upon a time I went to I went to med school for a little while and then I dropped out and because I just I hated it knew it wasn't for me and I'm going to law school and then got into real estate. So you know in a parallel universe tell me about a different version of you a different but likely version of you if you didn't exist as you do today because right now you know you're you're an apartment buyer you're a great marketer you're an entrepreneur.   Joe Fairless (31:38.164) I'd say I really enjoy coaching my daughter in soccer. I do not know soccer. I grew up in Texas. I played football. I played baseball. I ran track in that order. There wasn't a soccer option or maybe even a soccer ball in Texas when I was growing up. But I enjoy coaching and in an alternative universe, I would   I would do more of that because time is, it flies whenever I'm doing that.   Seth Bradley, Esq. (32:15.036) Awesome, awesome. All right, Joe, for our listeners out there, what can they find out more about you?   Joe Fairless (32:21.494) You can go to AshcroftCapital.com and if you're looking at passive investing or if you're an operator or someone who is partnering with others, then my conference is a good place to be. It's besteverconference.com. It's gonna be March 3rd and 4th in Salt Lake City this year.   I can get a discount code to your people too.   Seth Bradley, Esq. (32:52.51) Great, yeah, I'll drop that in the show notes and I'll see you there, Joe. So we'll shake hands in person. So thanks again for coming on the show. Really appreciate it and we'll catch you next time.   Joe Fairless (32:57.304) Sweet. Awesome.   Joe Fairless (33:05.518) You know what, in just a second, I'm gonna just tell you the code, that way you don't have to do any work. Whenever I do a podcast and someone says, I'll send it to you, I'm like, more work for me to do later. So, all right, here's a code. Hurry 25, it'll be 25 % off all ticket types. H-U-R-R-Y, all lowercase, and then number 25, you get 25 % off all tickets, except for the LP ticket.   Seth Bradley, Esq. (33:09.917) Okay.   Seth Bradley, Esq. (33:13.808) Yeah, I know then you gotta follow up.   Seth Bradley, Esq. (33:35.924) Let's roll right into these million dollar questions and then I'll let you go.   Seth Bradley, Esq. (33:44.884) Alright Joe, let's jump into this. So, how did you make your first million dollars?   Joe Fairless (33:52.185) Same way I made my last one so spoiler alert. It's it's selling when a deal exited so The is probably The seventh or eighth Deal I had one million dollars on one transaction, right? Like is that chunk about? Yeah, I   Seth Bradley, Esq. (33:55.56) Hahaha   Seth Bradley, Esq. (34:12.767) Really million dollars in your net worth   Seth Bradley, Esq. (34:17.96) What puts you over the edge there? How did you grow that first million?   Joe Fairless (34:21.626) I lost my first million before I ever came across it. That was on the very first deal. It would just be, it'd probably be through an exit of a deal.   Seth Bradley, Esq. (34:26.056) Ha   Seth Bradley, Esq. (34:35.614) Sure, yeah, and I'll bet it's probably similar. mean, how are you gonna, how are you planning on making your next million dollars? Same thing, the apartments, all about apartments, man. I love it, singular focus, that's where it's at. mean, riches are in the niches.   Joe Fairless (34:41.144) Same thing. Yep. The apartments. All apartments. That's right.   Yep.   Seth Bradley, Esq. (34:52.564) All right, you're clearly in the top 1 % of what you do. What is it about you that separates you from the rest of the field?   Joe Fairless (34:58.958) Mmm.   I do what I say I'm gonna do. And sadly, that separates me from a lot of people, not all people.   but that's a big focus of mine. And it's not about my, I recently read something that resonated and that was don't focus on your reputation, focus on your character. Reputation is such a vanity metric, but the character is who you are when no one's looking and being proud of who you are. And that's vital to me.   Seth Bradley, Esq. (35:37.524) Yeah, and it's not just saying what you're going to do to other people, but also with yourself, right? To yourself.   Joe Fairless (35:43.726) Mmm good point. Yeah when you're when when I'm on those runs and I can just stop Whenever I want But then I'll be I'll know I'll know I didn't go through this, you know, you know made up finish line that I had predetermined in my head and And that's that's there's there's something to be said there. I'm glad you brought that up   Seth Bradley, Esq. (36:10.644) Yeah, that's that's the key right? It's not just when somebody when it's dependent on somebody else or somebody else is watching It's you know, what do you do when nobody's watching and what do you do when it's just a promise to yourself? Do you follow through do you keep those promises things as easy as hey when you set your alarm in the morning and you wake up Do you do you get up or do you hit the snooze button? Like you made a promise to yourself the night before to wake up and get up when that alarm goes off Do you keep that promise?   Joe Fairless (36:15.415) Mm-hmm.   Joe Fairless (36:25.229) Yeah.   Seth Bradley, Esq. (36:39.12) Awesome. All right, brother. I think that should do it. I will see you. I'll see you at BC, man.   Joe Fairless (36:46.42) Awesome. I appreciate it. yeah, if anything you can do to help get to get the word out about the conference to your email list, I'd appreciate that also. All right. Thanks, Seth. All right. Bye.   Seth Bradley, Esq. (36:57.404) Absolutely. All right, brother. Talk soon. See you. Links from the Show and Guest Info and Links: Seth Bradley's Links: https://x.com/sethbradleyesq https://www.youtube.com/@sethbradleyesq www.facebook.com/sethbradleyesq https://www.threads.com/@sethbradleyesq https://www.instagram.com/sethbradleyesq/ https://www.linkedin.com/in/sethbradleyesq/ https://passiveincomeattorney.com/seth-bradley/ https://www.biggerpockets.com/users/sethbradleyesq https://medium.com/@sethbradleyesq https://www.tiktok.com/@sethbradleyesq?lang=en   Joe Fairless's Links: https://www.facebook.com/imjoefairless https://x.com/joefairless https://www.linkedin.com/in/joefairless/ https://ashcroftcapital.com/our-team/joe-fairless/ https://www.instagram.com/besteverpodcast/?hl=en

Flow Over Fear
E45: The Way You Think About Legacy May Be Destroying Your Business

Flow Over Fear

Play Episode Listen Later Jul 15, 2025 26:01


What if the very thing you think is preserving your legacy is actually destroying it?Drawing from his experience as a fourth-generation leader of a 100-year-old company, Adam Hill reveals why the traditional focus on preservation is creating a "legacy trap" that's dooming families to the three-generation curse.This isn't just theory. It's hard-won wisdom from someone who watched his own family business nearly collapse under the weight of trying to preserve what was–instead of preparing what could be. Discover why 70% of family businesses fail to transition to the second generation, how the hero's journey applies to family legacy, and the critical difference between creating mythology versus building a blueprint for the future.If you're a family business leader worried about succession, this episode will fundamentally shift how you think about preparing the next generation.0:00 Introduction6:45 The Legacy Trap That Nearly Destroyed Our Business9:12 Why 70% of Family Businesses Fail by Generation Two12:30 Preservation vs. Preparation: The Critical Difference15:18 The Sacred Cow Problem in Multi-Generational Companies18:45 Why Value Creation Is the True Foundation of Legacy21:33 Individual Legacy vs. Collective Legacy23:20 The Hero's Journey and Family Business SuccessionResources Mentioned:

Michigan Business Network
MBN on the Road | Valuation And EOS Breakout Workshop from Leadership Talk June 2024 Part 1

Michigan Business Network

Play Episode Listen Later Jul 15, 2025 30:00


Originally loaded October 21st, reloaded July 4th.. Wednesday June 12, 2024, MBN's Jeffrey Mosher hit the road and caught the Workshop session following a Leadership Talk. This is audio number 3 of 4 from that day. In this video you catch a can't miss event where the gathering in REO Town heard from a Business Valuation Workshop including Michael Maddox, host of MBN's ‘Getting A Grip' from the Cadillac Room Wednesday, June 12th. In this Business Valuation Workshop, for the next video, attendees discovered the 8 keys to unlocking growth, building a great organization, and achieving clarity in your company's vision. Led by industry experts Reuben Levinsohn and Nicholas Pope of Washington Avenue Advisors, and joined by Professional EOS Implementer Mike Maddox, this series equips entrepreneurs with the tools to maximize their business's value and prepare for a successful exit. Upcoming videos will share from that part of the day. Our live workshop series will help you to: • Understand the 8 drivers of business growth • Understand the 6 keys to building a truly great organization • Learn how to achieve a clear company vision • Instill discipline and accountability throughout the organization • Roll up your sleeves and confront organizational issues head-on • Strengthen your business and produce powerful results Don't let your business stagnate—join us to strengthen your business and produce powerful results! Mike Maddox shared his story of running and operating a company called ASK, an IT and cyber security company, which experienced 10x growth over 10 years, but also faced chaos and frustration, and eventually implemented the Entrepreneurial Operating System (EOS) to get the business healthy and aligned, and was later acquired by a large multinational company 01:14. Mike's experience with EOS and his acquisition led him to start coaching other businesses, and he eventually got his franchise to coach clients, with the goal of helping other business owners achieve successful exits and grow their business value 04:44. Brian, a partner with Washington Avenue Advisors, shared his motivation for helping business owners with their valuation and exit, which is to see stories like Mike's and help owners have successful exits, allowing them to pursue their passions and reap the benefits of their hard work, and he achieved the Certified Exit Planning Advisor (CEPA) designation to be more intentional about delivering this service 07:29. Understanding the eight drivers of business value and the six keys of operational success can help business owners make informed decisions and potentially increase their company's value 10:24 Focusing on a unique aspect of a business, such as monopoly control, can lead to competitive advantages and better margins, as seen in Stephanie Breedlove's story of growing her company to $9 million in revenue 11:31 Building a strong "moat" around a business by developing a unique skill or service can make it more valuable and attractive to potential buyers, as demonstrated by Stephanie's sale of her company for $54 million 17:40 Reuben Levinsohn and Mike Maddox were hosting workshops focused on helping you grow your business VALUATION, something very few entrepreneurs focus on with intention in their annual and quarterly growth strategies. We'll also be providing attendees with an opportunity to assess their personal + business ‘Exit Readiness' and build an action plan from it. The events on June 12 and October 17 are in person – with amazing speakers! Breakfast and lunch are provided at these also. Registration for the upcoming October event is required: https://www.waadvisors.com/events » Visit MBN website: www.michiganbusinessnetwork.com/ » Watch MBN's YouTube: www.youtube.com/@MichiganbusinessnetworkMBN » Like MBN: www.facebook.com/mibiznetwork » Follow MBN: twitter.com/MIBizNetwork/ » MBN Instagram: www.instagram.com/mibiznetwork/

Smarter Podcasting: Making Podcasts Better
Secrets Successful People Use to Share Their JOURNEY Daily

Smarter Podcasting: Making Podcasts Better

Play Episode Listen Later Jul 14, 2025 38:44


"We're not teachers—we're sharing real-life experience. That's why we wanted to start a podcast."That quote from Nick hit me hard because it perfectly sums up what podcasting does best: it captures real voices, real stories, and builds real connections.This time, my incredible Jenny and Nick Cliff, who flew in from Bali and became my first-ever in-person clients, to record in our brand new Saigon Podcast Studio. They hadn't even launched their podcast yet, but we'd already produced two episodes together. So when they reached out while visiting Vietnam, I knew I had to get them in the studio.We talked tech, business, IT disasters, customer service wins, EOS, and yes… why turning it off and on again still fixes half the world's problems.Key Talking Points* Why Jenny and Nick started their podcast – not to grow a business, but to give back to their industry.* Their plan to turn podcast interviews into a book using real-world stories.* Behind the scenes of building a podcast studio – from overheating cameras to SD card nightmares.* The real value of outsourcing your podcast and why doing it all yourself is often a false economy.* Charging for experience, not time – and how that applies to podcasting and business consulting.* The impact of AI and why smart questions will matter more than smart answers.Chapters and Timestamps04:00 – Podcast tech talk: SD cards, microphones, and near-disasters07:30 – The universal IT fix: "Have you turned it off and on again?"13:00 – Charging for experience, not hours: from $20/hr to $500/hr16:30 – Why outsourcing your podcast production is worth it19:45 – How podcasting can become the foundation of a book23:00 – The fear of hearing your own voice—and why it's worth pushing through25:30 – Creating a podcast to give back, not sell29:00 – Smart questions, AI, and why plumbers are the future33:00 – Final thoughts: podcasting as a tool for purpose and connectionSend us a textEmail me (niall@sevenmillionbikes.com) or contact me on Seven Million Bikes Podcasts Facebook or Instagram to book your free Podcast Audit!Thanks to James Mastroianni from The Wrong Side Of Hollywood for the endorsement! Sign up for Descript now! Need a stunning new logo for your brand? Or maybe a short animation?Whatever you need, you can find it on Fiverr.I've been using Fiverr for years for everything from ordering YouTube thumbnails, translation services, keyword research, writing SEO articles to Canva designs and more!

Better Business Better Life! Helping you live your Ideal Entrepreneurial Life through EOS & Experts

In this week's episode of Better Business, Better Life, host Debra Chantry-Taylor is joined by seasoned EOS Implementer and entrepreneur Scott Rusnak to talk about one of the most overlooked skills in business: the power of saying no. From launching his own software company to relocating internationally and embracing EOS, Scott shares the lessons he's learned about boundaries, self-care, and living intentionally. He introduces the concept of Dunbar's number - a guide for who gets your energy, and explains how clarity breaks, core values, and a bigger sense of purpose can help entrepreneurs avoid burnout and find real fulfilment. Whether you're a people pleaser, a business owner on the edge, or just looking to better manage your time and relationships, this episode will give you the tools to pause, prioritise, and protect what matters most.   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/       ____________________________________________         GUEST DETAILS:► Scott Rusnak's Website   ► Grab a Copy of Scott's Book  ► Scott Rusnak - LinkedIn    Episode 231 Chapters:   00:00 – Introduction and Guest Overview   00:15 – Scott's Career Journey   05:53 – Transition to EOS Implementation   08:26 – The Importance of Saying No   17:18 – Practical Tips for Saying No   18:22 – Balancing Personal and Professional Life   18:40 – The Role of Core Values and Purpose   38:40 – Cultural Shifts and Personal Growth   40:06 – Final Thoughts and Future Plans   

Real Estate Espresso
Entrepreneurship with Cheri Kuhn

Real Estate Espresso

Play Episode Listen Later Jul 12, 2025 10:37


Cheri Kuhn is an implementor with EOS Worldwide and is based in Seattle Washington. EOS is the Entrepreneurial Operating System that is currently used by thousands of small businesses across North America. It's based on the work of Gino Wickman who wrote "Traction" and "Rocket Fuel" and numerous other books on how to run a business successfully. On today's show we are talking about a few insights from working together. To connect with Cheri, visit https://www.eosworldwide.com/cheri-kuhnor email her directly at cheri.kuhn@eosworldwide.com--------------**Real Estate Espresso Podcast:** Spotify: [The Real Estate Espresso Podcast](https://open.spotify.com/show/3GvtwRmTq4r3es8cbw8jW0?si=c75ea506a6694ef1)   iTunes: [The Real Estate Espresso Podcast](https://podcasts.apple.com/ca/podcast/the-real-estate-espresso-podcast/id1340482613)   Website: [www.victorjm.com](http://www.victorjm.com)   LinkedIn: [Victor Menasce](http://www.linkedin.com/in/vmenasce)   YouTube: [The Real Estate Espresso Podcast](http://www.youtube.com/@victorjmenasce6734)   Facebook: [www.facebook.com/realestateespresso](http://www.facebook.com/realestateespresso)   Email: [podcast@victorjm.com](mailto:podcast@victorjm.com)  **Y Street Capital:** Website: [www.ystreetcapital.com](http://www.ystreetcapital.com)   Facebook: [www.facebook.com/YStreetCapital](https://www.facebook.com/YStreetCapital)   Instagram: [@ystreetcapital](http://www.instagram.com/ystreetcapital)  

The Boardroom Buzz Pest Control Podcast
The Rebuild Mindset: Brandon Kraupp on Turning Setbacks into a Multi-State Service Machine

The Boardroom Buzz Pest Control Podcast

Play Episode Listen Later Jul 10, 2025 40:38


After losing his first fortune to a Ponzi scheme in his late twenties, Brandon Kraupp didn't lick his wounds—he grabbed a clipboard. Today, his Utah-based Romex Pest Control spans four states, fields nearly two hundred teammates, and runs on an EOS-powered culture that blends door-knock grit with relentless data-tracking. Brandon sits down with the Blue-Collar Twins to share how maxed-out 0 % credit cards and a “just make more tomorrow” mindset turned a single truck into a regional platform. You'll hear: FBI Wake-Up Call – why losing everything crystallized a fearless approach to risk and growth.Door-Knock Science – mastering 55-plus communities and turning authenticity into daily deals.Data over Drama – using market analytics, WiseTack financing, and EOS scorecards to steer every expansion.Culture Moat – six core values, weekly L10s, and therapist-mediated exec meetings that keep 180 people rowing.Next Moves – an aggressive Texas build-out, acquisition targets on the Gulf Coast, and AI sliding into every SOP. Stick around for Brandon's take on “stealth-wealth” margins and a quick CTA to Paul Giannamore's Private-Equity Masterclass playlist—then audit the numbers that actually move your own scoreboard. From PE Teachers to Pest-Control Owners: The Julio Twins' POTOMAC Experience https://youtu.be/HAx9noqsqTo https://www.linkedin.com/in/paulgiannamore www.potomaccompany.com https://bluecollartwins.com Produced by: www.verbell.ltd Timestamps (podcast.co-ready) 00:00 – Cold-open: Brandon on San Antonio's $2 M sprint and ignoring competitors 00:35 – Meet-cute in Denver: Twins recap how Romex hit the Buzz radar 02:00 – Idaho & Utah roots ➜ NC lake life and snowboard obsession 04:00 – Pre-dental student to Yamaha finance wiz; first taste of sales 05:55 – Buying the dealership at 23 amid the 2008 crash 07:50 – The $50 K zero-percent credit-card gamble (dad said “pound sand”) 10:30 – #1 Yamaha dealer award, Hawaii trip & seven-figure exit at 27 12:45 – Houseboat “retirement” on Lake Powell—then the FBI phone call 15:30 – Ponzi fallout: losing everything, choosing bounce-back over bitterness 18:15 – Digital-marketing lessons he'd use to 10x a dealership today 21:30 – Door-to-door debut with Alterra; launching Romex during senior year of college 24:00 – Early offices, small acquisitions & meeting sales phenom JJ 27:00 – High close-rate playbook: 55-plus communities and 10-deal days 30:00 – Golden-Door sellers, mindset of elite reps, and JJ's natural talent 32:45 – Romex footprint: TX, OK, LA, MS—why every growth dollar points to Texas 34:50 – Data-driven market picks; San Antonio case study 35:35 – Revenue targets: $50 M by 2027, PCT Top-40 climb, margin focus 38:00 – Personal goals: lake-house life, golf bets & the women's-attire wager 39:55 – Twins invite Brandon to Potomac 100 mastermind in Puerto Rico 40:30 – Dylan Seals outro & Masterclass CTA

Poised for Exit
Leading With Grit and Growth

Poised for Exit

Play Episode Listen Later Jul 10, 2025 25:51


Some of the most successful businesses start with a simple idea and a whole lot of determination.In this week's episode of Poised For Exit, we sit down with Esme Miranda, founder of a fast-growing cleaning company, Squeaky Services. Esme shares how a small effort to support her family during the pandemic turned into a full-scale operation offering commercial cleaning, carpet care, painting, and more. The business has grown with a clear focus on service, loyalty, and smart strategy.Esme explains how she went from cleaning homes herself to building and managing a team, with an emphasis on employee retention through perks and a referral incentive program. She also talks about the importance of hiring the right office manager with EOS experience to support the company's next phase of growth.Her story offers valuable insight into scaling a service-based business while staying true to core values, and why pushing past fear is often the first step to building something great.The conversation also highlights the importance of surrounding yourself with a strong support system. Esme discusses how industry groups, networking opportunities, and mentorship have played a critical role in her journey, helping her stay focused, make smart decisions, and grow with confidence.Her story is a reminder that while business growth takes strategy, lasting success is built through connection, community, and the courage to keep going.Find Esme Miranda hereLearn more about Squeaky Services hereConnect with Julie Keyes, Keyestrategies LLCFounder, Consultant, Author, Pod-caster and Instructor

The Ops Experts Club Podcast
73. How to Create Effective KPIs for Your Team

The Ops Experts Club Podcast

Play Episode Listen Later Jul 10, 2025 23:44


SUMMARY: In this episode,Terryn and Aaron dive into the critical topic of metrically measuring your team's performance using Key Performance Indicators (KPIs), a cornerstone of the Entrepreneurial Operating System (EOS). They explore how to create meaningful KPIs that align with job descriptions, org charts, and business goals to drive accountability and success.   This episode includes practical steps for building KPIs, starting with clear job descriptions that outline measurable outcomes. Terryn shares insights on using tools like the Gap Analyzer to inventory team responsibilities and identify gaps or overlaps, ensuring every role has 3-5 core duties tied to trackable metrics. They emphasize the importance of integrating KPIs into quarterly evaluations (like EOS's 5-5-5 framework) and scorecards to maintain clarity and focus.They also tackle common pitfalls, such as visionary leaders chasing KPIs without a clear purpose or overloading scorecards with too many metrics. From leadership-level scorecards tracking financials, sales, and customer support metrics to department-level KPIs, the hosts highlight the need for simplicity and relevance.   Tune in for actionable strategies to implement KPIs effectively, avoid “chasing the same hamster around the wheel,” and commit to an operating system that transforms your business. Visit gapanalyzer.com for tools mentioned in the episode, and join us next week for more operations expertise!   Minute by Minute: 0:00 Introduction 2:29 Starting with job descriptions 5:40 Are you gonna keep it on a scorecard? 8:56 What are the key factors behind KPIs? 13:16 What KPI's should end up on a score card 20:55 Bonuses tied to completing rocks

Can't Stop the Growth
Why Yard Signs Matter More Than Spreadsheets with Maggie and Andrew Wille

Can't Stop the Growth

Play Episode Listen Later Jul 10, 2025 20:31


What do you get when you mix a plumbing biz, a power couple, and a whole lot of hustle? This episode with Maggie and Andrew Wille of Platinum Plumbing delivers the real story behind building a business together, from raising kids to managing KPIs. Andrew shares how plumbing chose him, and Maggie opens up about trading her Fortune 250 career for the chaos and fulfillment of entrepreneurship. They talk yard signs as performance metrics, why EOS changed the game, and how setting boundaries (like Maggie's sacred summer day off) keeps their family and business strong ❤️. Whether you're building a team or building a life—this one's for you!   Additional Resources: Connect with Andrew on LinkedIn Connect with Katie Donovan Follow Camp Digital on LinkedIn Learn more about Camp Digital Join The ARENA - a CSTG Community! Chad on LinkedIn Chad Peterman | CEO | Author Peterman Brothers Website More on PeopleForward Network Follow PeopleForward Network on LinkedIn    Key Takeaways: Yard signs, reviews, and stickers offer simple but powerful insight into team performance and customer happiness. EOS brought clarity and structure to their fast-growing business. Communication is key when business and marriage intertwine.

Jake and Gino Multifamily Investing Entrepreneurs
How To Scale a Multifamily Business | How To with Gino Barbaro

Jake and Gino Multifamily Investing Entrepreneurs

Play Episode Listen Later Jul 9, 2025 19:17


In this episode of the Jake & Gino How-To series, Gino Barbaro dives deep into the critical difference between growth and scaling—and why understanding this difference can make or break your multifamily investing journey.Discover:How "Profit Per Unit" (PPU) became a more valuable KPI than total doors Why revenue is vanity, profit margin is sanity, and cash is king What tools and systems (like EOS and Scaling Up) helped streamline operations The cadence of accountability: daily huddles, weekly L10s, quarterly priorities Why understanding your values is essential to scaling with purpose Whether you're managing 10 units or aiming for 1,000+, this episode delivers tangible strategies, inspiring stories, and actionable advice to grow smarter — not just bigger.Want to learn more about implementing these systems? Visit https://www.wheelbarrowprofits.com or email Gino directly at gino@jakeandgino.com for a FREE copy of their book or the Cadence of Accountability Doc. We're here to help create multifamily entrepreneurs... Here's how: Brand New? Start Here: https://jakeandgino.mykajabi.com/free-wheelbarrowprofits Want To Get Into Multifamily Real Estate Or Scale Your Current Portfolio Faster? Apply to join our PREMIER MULTIFAMILY INVESTING COMMUNITY & MENTORSHIP PROGRAM. (*Note: Our community is not for beginner investors)

The Franchise Leaders Forum Podcast
How to Scale Your Franchise Without Burnout w/ Paul Preston

The Franchise Leaders Forum Podcast

Play Episode Listen Later Jul 9, 2025 44:17


Are you building a franchise and wondering how to scale without sacrificing your values, sanity, or family time? Want to hear how the co-founder of the world's largest swim school grew from a single pool to 170 locations and still finds time to coach Little League and be with his family?Today's guest, Paul Preston serves as the Co-Founder and President of Aqua-Tots Swim School, where he oversees strategic planning, growth, and franchise development of all Aqua-Tots Swim School openings worldwide.After the rapid international growth and success of Aqua-Tots Swim School into 165 locations throughout 14 countries, Paul has been fortunate to come alongside leaders in other industries, partnering with multiple brands to create franchise opportunities.Today, Paul also serves as an owner and partner of KTR Indoor Action Sports Playground and Uncle Bear's Grill and Tap franchises. He is also the co-founder of The Scuba Shop, a full service PADI Scuba Diving Training Center, and Legacy Adventures, a non-profit focused on connecting fathers with their children in the great outdoors.In today's episode, Paul shares the beginnings of Aqua-tots and how what started in a single Arizona pool exploded internationally and not because they set out to make it huge but because people kept calling asking for more!Paul dives into building the right team, the importance of scaling thoughtfully, and why living on a lean personal budget in the early years can be the real secret to long-term growth. And Paul lets us in on what keeps Aqua-tots culture thriving and spoiler alert its genuine care, clear values and giving grace.So, whether you are an established franchisor or just starting out, listen in and discover how intentional leadership creates not just successful franchisees but life-long legacies.Connect with PaulLinkedIn - https://www.linkedin.com/in/paulcpreston/Website - https://www.aqua-tots.com/Episode Highlights:Origins of Aqua-tots swim schoolUnexpected growth and early franchising decisionsThe transition from running a single location to scaling upEmphasis on staying humble and relatable as a leaderThe importance of authentiFranchise Directory - https://www.sba.gov/document/support-sba-franchise-directoryFranchise Registry - https://www.franchiseregistry.com/Current SBA SOP - https://www.sba.gov/document/sop-50-10-lender-development-company-loan-programsConnect with Tracy Personal LinkedIn: https://www.linkedin.com/in/tracy-panase/ JBF LinkedIn - https://www.linkedin.com/company/jbfsale JBF Franchise System - https://jbfsalefranchise.com/ Email: podcast@jbfsale.com Connect with Shannon Personal LinkedIn - https://www.linkedin.com/in/shannonwilburn/ JBF LinkedIn - https://www.linkedin.com/company/jbfsale Website - https://shineexecutivecoaching.com/ Email - shannon@shineexecutivecoaching.com

Flow Over Fear
E44: Building Systems That Scale Success with Cathy Christen

Flow Over Fear

Play Episode Listen Later Jul 8, 2025 54:31


What happens when you achieve everything you thought you wanted in your 20s…but feel completely unfulfilled?Cathy Christen, founder of Elevated You, co-founder of GoBundance Women, and bestselling author of "Life as a Masterpiece," thought she had it all figured out by 25. Multiple six-figure income, broken records, outward success—but inside she was lonely, exhausted, and questioning everything.Her transformation from workaholic achiever to intentional leader offers a masterclass in building life and business with purpose. Discover how she shifted from "everything in her head" to documented systems that freed up six months of travel time per year, why treating employees like family might be sabotaging your culture, and how to develop people who can be better than you.0:35 Introduction 2:51 The Catalyst: Achievement Without Fulfillment7:39 How Cutco Shaped Her Leadership Foundation15:37 The Great Shift: From Hustle to Systems29:28 From Operator to True Business Owner30:31 Developing Women Leaders in Male-Dominated Industries41:25 Finding Your Tribe: The GoBundance Story47:01 Raising Kids in Abundance vs. Poverty MindsetResources Mentioned:

Profit Answer Man: Implementing the Profit First System!
Ep 276 How to Outsource To Grow Profitably with Yoni Kozminski

Profit Answer Man: Implementing the Profit First System!

Play Episode Listen Later Jul 8, 2025 38:47


Outsourcing To Grow Profitably with Yoni Kozminski   What if you could scale your business into eight figures using an offshore team, lean capital, and rock-solid systems? On this episode of The Profit Answer Man, we sit down with Yoni Kozminski – a global entrepreneur who built not one but two bootstrapped companies past the $10M revenue mark. He shares the exact strategies he used to scale using top-tier talent from the Philippines, all while maintaining high profitability and operational control. If you're looking to reduce margin-killing inefficiencies and systematize your way to profit freedom, this episode is your game plan.   In This Episode, You'll Learn: How Yoni bootstrapped two companies past $10M+ with just $100K in capital. Why hiring offshore isn't about cheap labor – it's about buying leverage strategically. The difference between SOPs that gather dust and those that create clarity and scale. How to avoid the hidden tax of operational chaos and stop being the bottleneck in your business. Why process improvement is your best risk management tool. The playbook to build an EOS-aligned, system-driven company with profit-first thinking at its core.   Key Takeaways: You don't need VC money to scale. Yoni's blueprint shows how leveraging talent and process beats chasing capital. 95% offshore doesn't mean lower quality – it means higher ROI. When done right, this approach creates margin-rich scale. Process is the new profit lever. SOPs aren't just for compliance; they're the foundation of sustainable growth. Hiring top talent isn't about geography – it's about alignment, clarity, and culture. Financial freedom starts with operational freedom. If your business can't run without you, you don't own a business—you own a job.   About Yoni Kozminski: Yoni brings 15+ years of global marketing and strategy expertise, having worked with brands like Mercedes-Benz, Sony, and Mastercard. After scaling and selling a $5M Amazon business, he founded MultiplyMii and Escala – powerhouse agencies that specialize in elite offshore hiring and process optimization. His companies were bootstrapped with just $100,000 and now generate over $10M in combined revenue annually, with a team that's 95% based in the Philippines. Yoni now helps entrepreneurs systematize, scale, and reclaim their time – all while growing their bottom line.   Conclusion: If you're serious about scaling without stress and multiplying your profits without multiplying your headaches, this episode is a masterclass in operational leverage.   Links: LinkedIn: https://www.linkedin.com/in/yonkoz/?originalSubdomain=il Website: https://www.multiplymii.com/multipliers Facebook: https://www.facebook.com/multiplymiicareers Instagram: https://www.instagram.com/multiplymiiofficial/ LinkedIn: https://www.linkedin.com/company/multiplymii/ YouTube: https://www.youtube.com/c/MultiplyMiiCareers   Salary Guide: https://hubs.ly/Q03lYNhH0 https://www.multiplymii.com/salary-guide   Watch the full episode on YouTube: https://www.youtube.com/@profitanswerman Sign up to be notified when the next cohort of the Profit First Experience Course is available! Profit First Toolkit: https://lp.profitcomesfirst.com/landing-page-page  Relay Bank (affiliate link): https://relayfi.com/?referralcode=profitcomesfirst Profit Answer Man Facebook group: https://www.facebook.com/groups/profitanswerman/ My podcast about living a richer more meaningful life: http://richersoul.com/ Music provided by Junan from Junan Podcast Any financial advice is for educational purposes only and you should consult with an expert for your specific needs. #profitfirst

In Demand: How to Grow Your SaaS to $100K MRR
EP44: A realistic look at the Entrepreneurial Operating System (EOS)

In Demand: How to Grow Your SaaS to $100K MRR

Play Episode Listen Later Jul 8, 2025 58:11


One of the biggest pain points for first-time founders is a lack of structure within their business. One of the most popular frameworks for quickly creating structure is the Entrepreneurial Operating System (EOS), but does it really live up to the hype? In this episode of In Demand, Asia and Kim do a deep dive into EOS. They break down its key components, where it works (and where it doesn't), and why most founders should treat it more like a toolbox than a strict rulebook. Got a question you'd like Asia to unpack on the podcast? Record a voicemail here. Links:  DemandMaven EOS Worldwide  Traction by Gino Wickman  - the book introducing EOS Chapters (00:00:25) - Rediscovering campaign anxiety.(00:06:00) - EOS overview: what it is and why a client recently reached out asking about it.(00:11:00) - “Right person, right seat” explained.(00:15:45) - Issues tracking.(00:20:00) - Where EOS can fall apart for small teams.(00:29:30) - The parts of EOS that Asia likes and uses.(00:32:00) - Rocks vs. OKRs: what's the difference and when does it matter?(00:39:15) - SOPs vs. “The Way”: document your processes, whatever you call them.(00:42:15) - When are core values useful and when are they just performative?(00:52:00) - Picking and choosing from EOS: take what works, leave the rest.

Printing Money
Printing Money Episode 30: Q1 2025 Public 3D Printing Earnings Review with Troy Jensen, Cantor Fitzgerald

Printing Money

Play Episode Listen Later Jul 7, 2025 36:19


Printing Money is back with Episode 30, and it's that quarterly time, so we are happy and thankful to welcome back Troy Jensen (Managing Director, Cantor Fitzgerald) to review the Q1 2025 3DP/AM public market earnings. Public market valuations are based on forward looking earnings, but the reporting calendar means we recorded this “Q1 2025” episode on the very last day of Q2.  That is to say, we are looking back as fast as possible in order to look forward. Danny and Troy start off by ruminating on the lack of 3DP/AM participation in a seemingly general public market momentum.  Tariffs and interest rates play their roles, still it is incumbent upon the 3DP/AM industry to find its footing. Next, Danny and Troy dive into the Q1 2025 public market earnings.  What of Stratasys and its new cash stockpile?  Can 3D Systems engineer a financial turnaround?  What is the path ahead for Nano Dimension under a new CEO?  Does Q1 2025 show that Materialise's Q4 2024 disappointment was just an outlier? From here, Danny and Troy turn to some private market players, in part because there are not as many relevant pubic pure-plays nowadays, but also because these privates are significant and can have impacts on the public market players' performance. The conversation transitions to some green shoot success stories and last, a quick a look ahead at Q2, which of course has already happened… Please enjoy Episode 30 and check out our previous episodes too. This episode was recorded June 30, 2025. Timestamps: 00:12 – Welcome to Episode 30 and welcome back to Troy Jensen (Cantor Fitzgerald) 00:45 – The public markets have come back, but not so for 3DP/AM stocks 01:30 – Little to no institutional interest, lack of profitability, not enough growth 02:41 – AI and other hot tech moves fast, 3DP/AM moves slow 03:03 – Tariff impact to capital equipment buying decisions 04:15 – Interest rates impact to capital equipment buying decisions 05:55 – Regional performance of metal AM (source: AMPOWER) 07:19 – Stratasys (SSYS) Q1 2025 earnings review 09:18 – Stratasys acquires BASF spinout Forward AM, others next? 14:03 – 3D Systems (DDD) Q1 earnings review 17:25 – 3D Systems' business with Align Technologies (ALGN) 19:35 – Healthcare 3DP/AM strong: 3D Systems (ex-Align) and Materialise (MTLS) 20:40 – Nano Dimension (NNDM) Q1 2025 earnings 21:36 – What is coming of Desktop Metal? 22:45 – Ofir Baharav and the Nano Dimension vision 23:45 – (Speculation only) DDD and NNDM, a synergistic match? 25:47 – Materialise (MTLS) Q1 2025 earnings 28:41 – Formlabs business overview 29:47 – Bambu Lab business overview 30:05 – Nikon SLM Solutions (Nikon - 7731:JP), EOS, Velo3D (VLDX) business overviews 30:31 – Green shoots: 3DP/AM services for Aerospace/Defense 31:14 – LPBF for production: Incodema and I3D 33:15 – Wag the dog: 3DP/AM materials are entrenching into the supply chain 34:37 – Q2 2025 look ahead (considering it's already Q3…) 35:33 – Thank you to Troy and thank you for listening Disclaimer: This content is for informational purposes only, you should not construe any such information or other material as legal, tax, investment, financial, or other advice. Nothing stated on this podcast constitutes a solicitation, recommendation, endorsement, or offer by the hosts, the organizer or any third-party service provider to buy or sell any securities or other financial instruments in this or in any other jurisdiction in which such solicitation or offer would be unlawful under the securities laws of such jurisdiction.  The information on this podcast is of a general nature that does not address the circumstances and risk profile of any individual or entity and should not constitute professional and/or financial advice. Referenced transactions are sourced from publicly available information. Danny Piper is a registered representative of Finalis Securities LLC, member FINRA/SIPC. This material has been prepared for information and educational...

Better Business Better Life! Helping you live your Ideal Entrepreneurial Life through EOS & Experts
Debra Chantry-Taylor: A Deep Dive into My Hard-Earned EOS Lessons

Better Business Better Life! Helping you live your Ideal Entrepreneurial Life through EOS & Experts

Play Episode Listen Later Jul 7, 2025 49:38


In this special episode of Better Business, Better Life, Debra Chantry-Taylor shares her recent guest appearance on Notes From the Executive with host Mina Amso. Together, they unpack the power of EOS® (Entrepreneurial Operating System) and how it helps business leaders simplify operations, gain clarity, and scale with confidence. Debra shares her own experiences - both wins and setbacks- while exploring what makes a truly effective meeting, why entrepreneurs often feel stuck, and how systems can create freedom rather than restrict it. You'll hear real-world examples of the challenges business owners face and how the EOS framework brings structure, accountability, and balance. Tune in to how EOS can help you build a business that truly works for your life, not the other way around. 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/       ____________________________________________         ORIGINAL EPISODE DETAIL: ► Notes From The Executive Podcast - Debra's Episode    ► Mina Amso - LinkedIn  Episode 230 Chapters:   00:00 – Introduction  00:50 – The Concept of a Perfect Meeting   02:35 – Target Audience and Common Business Challenges   03:07 – Emotional Moments in Boardrooms   05:05 – Entrepreneurs Feeling Stuck   05:42 – Lack of Vision and Freedom in Business   07:19 – The Role of Systems and Structure   08:46 – Turning Points for Businesses Close to Collapse   11:21 – Framework for Business Clarity   14:47 – People and Data in Business Operations   25:04 – Identifying and Solving Business Issues   30:10 – Processes and Systems in Business   36:53 – Personal Experiences and Lessons Learnt   41:22 – Impact of Personal Losses on Business Philosophy   48:48 – Final Thoughts and Contact Information   

Escape Your Limits
LIFTS Episode 80 - Edward Hertzman: Disrupting the Fitness Industry from the Outside In

Escape Your Limits

Play Episode Listen Later Jul 6, 2025 52:42


Welcome to the latest episode of L.I.F.T.S – your bite-sized dose of the Latest Industry Fitness Trends and Stories. Matthew and Mo sit down with Edward Hertzman, founder of Athletech News, to unpack insights from last week's Innovation Summit in NYC. From fitness industry disruption and wearable tech to rethinking health outcomes and branding, they explore where the industry is heading. Key takeaways include: Why the fitness industry may need a new name. The dangers of unregulated TRT use and peptide clinics. Tracking actual health outcomes instead of just gym check-ins. The role of wearables in reshaping accountability and personalization. How HVLP models like EOS and Crunch are thriving. The strategic value of long-term thinking in event planning. What disruption in fitness can learn from other industries. The surprising power of fashion and discipline in health branding. Opportunities for collaboration across wellness, hospitality, and tech.

Profit with Law: Profitable Law Firm Growth
He Found Meaning (And Scaled Big) – Lessons from Law Firm Owner Josh Nelson - 488

Profit with Law: Profitable Law Firm Growth

Play Episode Listen Later Jul 3, 2025 48:33


Send us a textShownotes can be found at https://www.profitwithlaw.com/488.What happens when growing your law firm is no longer just about making more money?In this episode of the Profit with Law Podcast, host Moshe Amsel speaks with business leader Josh Nelson, who shares the powerful mindset and strategy shifts that helped him break through to the next stage of growth. While the story is his, the lessons are universal for law firm owners looking to build something sustainable, profitable, and meaningful.Through hard-earned insights, Josh reveals how redefining his motivation—from chasing income to creating impact—unlocked clarity in leadership, hiring, and client acquisition. You'll hear how being honest about your own strengths and weaknesses, and those of your business model, can open the door to real progress.Chapters:[00:00] How Josh Nelson grew an elder law firm from zero to 7,000+ families served[03:44] Feeling purposeful: Josh's unlikely journey to elder law (with his mother!)[09:20] How to start the firm's team: From solo hustle to 36+ employees[11:33] Knowing who to hire and when (staff motivation secrets)[13:31] Variable Comp- why it works and how to implement it properly[16:52] Everything to know about getting to the next stage of growth in your law firm[19:12] What is EOS?[23:39] Should I focus on getting more clients? (Client acquisition done smart)[30:06] Attribution tracking- the best time to focus on this is ASAP[33:18] Scaling without digital marketing[35:37] Client engagement on autopilot: Events, outreach, and keeping your firm top of mind[43:51] Systemizing, incentivizing your team, and how to connect with Josh NelsonResources mentioned:Book your FREE strategy session today!: profitwithlaw.com/strategysessionTake the Law Firm Growth Assessment and find out how you rate as a law firm owner! Check out our Profit with Law YouTube channel!Learn more about the Profit with Law Elite Coaching Program hereClockwork: Design Your Business to Run Itself by Mike MichalowiczGet Scalable: The Operating System Your Business Needs To Run and Scale Without You by Ryan DeissGiftology by John RuhlinConnect with Josh Nelson: LinkedIn | WebsiteNelson Elder Care LawJoin our Facebook Community: https://www.facebook.com/groups/lawfirmgrowthsummit/To request a show topic, recommend a guest or ask a question for the show, please send an email to info@dreambuilderfinancial.com.Connect with Moshe on:Facebook - https://www.facebook.com/moshe.amselLinkedIn -

Smart Business Revolution
Start With Strategy, Not Tactics With David Meyer

Smart Business Revolution

Play Episode Listen Later Jul 2, 2025 43:17


David Meyer is a Partner at Spoke Marketing, LLC, a full-service marketing agency specializing in sales-driven brand storytelling and scalable marketing strategies. With a career spanning over 16 years at Spoke Marketing, David has been instrumental in guiding the agency through various economic challenges, including the 2008 financial crisis. An early adopter of Entrepreneurial Operating System (EOS), he now leverages his expertise to help clients implement the same framework, focusing on goal-setting, accountability, and achieving meaningful results. In this episode… Effective marketing often begins with a symptom: weak lead generation, under-engaged prospects, or uninspiring messaging. But without digging deeper, many companies jump straight into tactics — emails, ads, automation — without understanding the root cause. Could the misalignment between brand story and strategy be the real issue? David Meyer stresses the importance of diagnosing the real marketing problem by asking probing questions and uncovering the “why” behind symptoms. He guides companies to align messaging with their vision, values, and customer motivations. Through practical frameworks — like leveraging EOS structure, developing story-driven brand identity, and implementing sales‑ready tactics — David provides a clear pathway from introspection to measurable marketing outcomes. Tune in to this episode of the Smart Business Revolution Podcast as John Corcoran interviews David Meyer, Partner at Spoke Marketing, LLC, about crafting story‑first strategies. David shares frameworks for asking the right questions, aligning messaging, planning campaigns, utilizing marketing automation, and measuring lead‑to‑sales impact.

Flow Over Fear
E43: Choosing Impact Over Obligation in Family Business with Kevin Tsao

Flow Over Fear

Play Episode Listen Later Jul 1, 2025 53:07


How do you transform from the family business's biggest skeptic into its most passionate advocate?Kevin Tsao, Chief Sustainability Officer of Eno Brands, a fashion jewelry manufacturing company, didn't just resist the family business—he rejected it outright. But sometimes our strongest resistance reveals our deepest calling.In this powerful conversation, Kevin shares his transformation from a state government employee who vehemently opposed joining the family business to a leader who has found his purpose in community building and sustainability. Discover how he shifted the narrative from "Joyce's son" to a respected leader, why treating employees as "family" might not be the best approach, and how he's preparing for the next generation without repeating the pressures he once faced.This episode is a masterclass in finding your authentic path within a family legacy and turning resistance into purpose.0:04 Introduction and Initial Resistance3:21 The Immigrant Journey7:39 Overcoming Fear and Finding Logic11:52 Starting as a Receptionist: Earning Respect16:18 The Hidden Value of Small Family Businesses19:22 Redefining "Family" in Family Business25:05 The Manufacturing Journey from Taiwan to China28:00 Navigating Succession and Geographic Challenges31:47 Adapting to Tariffs and Global Changes36:22 Breaking Through the Leadership Plateau42:40 From CEO to Chief Sustainability Officer46:22 Building Legacy for the Next GenerationResources Mentioned:

Agency Intelligence
Rough Notes Front Cover, July 2025: Kelly & Steve Mora, Heritage Insurance Agency

Agency Intelligence

Play Episode Listen Later Jul 1, 2025 42:03


In this episode of Front Cover: A Rough Notes Podcast on the Agency Intelligence Podcast Network, Jason Cass sits down with Kelly Mora & Steve Mora of Heritage Insurance Agency, the agency featured on the July 2025 front cover of Rough Notes Magazine.  Key Topics: Building an ag-focused insurance agency from farm roots The “tailgate relationship” approach to client connection Balancing modern technology with personal service Cultivating agency culture across generations Leading through mentorship, education, and EOS principles Strategic growth through acquisitions and team development Empowering young professionals and honoring legacy wisdom Reach out to: Steve Mora Kelly Mora Jason Cass Visit Website: Heritage Insurance Agency Rough Notes Magazine Produced by PodSquad.fm

Founder's Journal
The secret business weapon

Founder's Journal

Play Episode Listen Later Jun 30, 2025 27:53


Alex Lieberman (@businessbarista) talks about EOS, an operating system for running & scaling your business successfully. In 2019, Morning Brew used EOS to scale the business from 15 people and $3 million in revenue to 300 people and $75 million in revenue. Michael Girdley is an entrepreneur and content creator who has a holding company of 12 businesses that do $100m in annual revenue. Michael is an EOS expert, having read Traction (which is the Bible of EOS dozens of times) and applied EOS to all of his portfolio companies. By the end of this episode you'll understand how EOS works, have tools to apply it to your business, and understand if it's a framework you want to understand more deeply. Links: Traction by Gino Wickman: https://www.amazon.com/Traction-Get-Grip-Your-Business/dp/1936661837 EOS Tools: https://www.eosworldwide.com/eos-tools — Thanks to our presenting sponsor, Gusto. Head to www.gusto.com/alex — Check Out Alex's Stuff: • storyarb - https://www.storyarb.com/ • growthpair - https://www.growthpair.com/ • distro - https://youdistro.com/  • X - https://x.com/businessbarista • Linkedin - https://www.linkedin.com/in/alex-lieberman/ Learn more about your ad choices. Visit megaphone.fm/adchoices

Drop In CEO
Derek Fredrickson: Scaling Without Burnout Starts with Systems

Drop In CEO

Play Episode Listen Later Jun 30, 2025 34:09


In this episode of the Drop In CEO podcast Derek Fredrickson, founder of the COO Solution and former COO of Boldheart. Derek brings over 16 years of experience in operational strategy and scaling businesses. Deb and Derek discuss the importance of a strong operational framework for entrepreneurs looking to scale without burnout. Derek shares his journey from Wall Street to business coaching, highlighting critical issues like establishing trust, leveraging systems like EOS, and maintaining work-life boundaries when working with a spouse. Episode Highlights: 02:29 Derek's Journey from Wall Street to Entrepreneurship 04:53 Navigating Personal and Professional Boundaries 11:31 Scaling Businesses Without Burnout 16:29 The Role of Systems and Processes in Business Growth With over 16 years of experience scaling six- and seven-figure businesses—including serving as Chief Operating Officer at Boldheart—Derek Fredrickson knows how to turn operational overwhelm into strategic growth. As the founder of The COO Solution, Derek helps entrepreneurs break free from the daily grind by building the systems, processes, and structure needed to scale sustainably. Acting as a trusted second-in-command, he aligns teams, drives accountability, and ensures smooth execution—so business owners can focus on leading, innovating, and expanding their vision. Derek’s mission is simple: to make growth easier, more efficient, and far less stressful for purpose-driven leaders. Connect with Derek Fredrickson: LinkedIn: https://www.linkedin.com/in/derekfredrickson/ Company Website: thecoosolution.com For more information about my services or if you just want to connect and have a chat, reach out at: https://dropinceo.com/contact/See omnystudio.com/listener for privacy information.

Pencil Leadership with Chris Anderson
From Law to Legacy: Building Generational Wealth

Pencil Leadership with Chris Anderson

Play Episode Listen Later Jun 30, 2025 44:51


In this episode, you'll learn:How Peter transitioned from a legal career to wealth management through an unexpected opportunityThe importance of building strong client relationships and trust over timeWhy entrepreneurs should focus on long-term wealth building, not just incomeTwo of the most powerful ways to build wealth: starting a business and legally reducing taxesThe impact of proper business structure and tax strategy (e.g., S-Corp vs. W-2 income)Foundational elements for asset protection and legacy planning, including insurance and estate documentsWhy having a clearly defined “ideal life” matters more than chasing a financial numberHow the EOS (Entrepreneurial Operating System) framework can help scale and structure a businessThe importance of building a company that can operate independently of the founderWhy successful entrepreneurs emphasize delegation, focus, and doing only what moves the needleDaily health and reflection habits Peter uses to stay energized and alignedThe value of unplugged time, especially for thinking, walking, and long-term vision clarityInsights from working with ultra-wealthy clients and what truly sets them apartThe MIT (Most Important Thing) method to eliminate distraction and stay focusedHow personal passions like reading, music, and hiking contribute to long-term success Connect with Peter CulverPhone: (917) 697-4156Website: www.wealththrive.com This episode is NOT sponsored. Some product links are affiliate links, meaning we'll receive a small commission if you buy something.===========================⚡️PODCAST: Subscribe to our podcast here ➡ https://elevatemedia.buzzsprout.com/⚡️Need post-recording video production help? Let's chat ➡ https://calendly.com/elevate-media-group/application⚡️For Support inquires or Business inquiries, please email us at ➡︎ support@elevate-media-group.comOur mission here at Elevate Media is to help purpose-driven entrepreneurs elevate their brands and make an impact through the power of video podcasting.Disclaimer: Please see the link for our disclaimer policy for all our episodes or videos on the Elevate Media and Elevate Media Podcast YouTube channels. https://elevatemediastudios.com/disclaimer

Made in America with Ari Santiago
Evolving a Legacy: How Jill Mayer is Future-Proofing Bead Industries with Culture, EOS, and Innovation

Made in America with Ari Santiago

Play Episode Listen Later Jun 30, 2025 49:32


  In this insightful episode of Made in America, Jill Mayer, CEO of Bead Industries, shares how she's steering a fifth-generation, 111-year-old company into the future. From embracing EOS to bring structure and accountability, to leveraging the Culture Index for smarter hiring, Mayer breaks down the systems and mindsets that are helping Bead evolve beyond legacy thinking. Highlights You Won't Want to Miss: How EOS created a cadence for strategic planning and execution Why the Culture Index helped her build better teams with complementary strengths What it really takes to retain young talent in manufacturing today How transparency and autonomy drive engagement across generations The bold steps Bead is taking toward innovation—including expansion into India Jill's practical, candid approach offers valuable lessons for leaders balancing tradition with transformation. Whether you're scaling a startup or modernizing a century-old business, this conversation is packed with takeaways. Bead Industries: https://beadelectronics.com/ Jill Mayer - LinkedIn:  https://www.linkedin.com/in/jbmayer/ CompassMSP/Made in America: https://madeinamerica.compassmsp.com/ https://blog.compassmsp.com/ https://compassmsp.com/about Ari Santiago's LinkedIn CompassMSP Website CompassMSP LinkedIn Made in America Podcast Facebook Made in America Podcast LinkedIn Made in America Podcast YouTube Podcast produced by Miceli Productions.

The Shannon Joy Show
Exclusive With Dr. Peter McCullough. The MAHA Report Card 5 Months In To RFK's Administration - Have We Really Achieved Anything?

The Shannon Joy Show

Play Episode Listen Later Jun 27, 2025 87:39


Dr. Peter McCullough is arguably one of the most influential leaders in the medical freedom community bringing truth about lockdowns, variants, vaccines and vaccine injuries during the most critical years of COVID lockdown.He has remained outside of the political fray in Washington, DC as an independent analyst and has continued to see patients and advocate for for truth about what is really causing chronic health problems in America, the shots.Today get a 5 month review on progress and where he sees the movement headed in these very tumultuous times.Don't miss this interview!!Wars and rumors of wars wreak havoc on markets and economic development and can even lead to complete financial collapse and a currency RESET which benefits only the 1%. Regular Americans can benefit with foresight and protect their wealth with physical gold and silver.It's NOT too late! Call Colonial Metals today and you may qualify for up to $7,500 in FREE silver! Check out my landing page here: https://colonialmetalsgroup.com/joyWe discuss this and MORE today on the SJ Show!Join the Rumble LIVE chat and follow my Rumble Page HERE so you never miss an episode: https://rumble.com/c/TheShannonJoyShowShannon's Top Headlines June 26, 2025:Open AI Scores 200 Million Dollar Contract From US Military: https://www.technocracy.news/openai-scores-200-million-military-contract/What The Tech Bros Will Do In The Army: https://www.wired.com/story/what-lt-col-boz-and-big-techs-enlisted-execs-will-do-in-the-army/Trump's EOs bring technocratic dictatorship closer to reality: https://www.stridentconservative.com/trumps-eos-brings-technocratic-dictatorship-closer-to-reality/250 Million Acre Bonanza: Technocrats' Big Beautiful Land Grab: https://www.technocracy.news/250-million-acre-bonanza-technocrats-big-beautiful-land-grab/Bank Of International Settlements is quietly building the beast system as we 'wage war' ... https://www.bis.org/publ/arpdf/ar2025e3.htmSJ Show Notes:Please support Shannon's independent network with your donation HERE: https://www.paypal.com/donate/?hosted_button_id=MHSMPXEBSLVTSupport Our Sponsors:Staying healthy means staying OUT of the hospital and as far away from the medical industrial complex as possible. The secret is daily, consistent nutrient support with collagen to combat inflammation which is the mother of most adverse health issues.I ONLY use Native Path Collagen and they are ramping up another huge stock up sale on collagen for the Joy audience! Get 45% off your entire order today!!! Go to https://www.getnativepathcollagen.com/joyWith lockdowns looming, threats of bio-terror and cyber attacks, the chaos is everywhere. You NEED to be prepared and your one stop shop is The Satellite Phone Store. They have EVERYTHING you need when the POWER goes OUT. Use the promo code JOY for 10% off your entire order TODAY! www.SAT123.com/JoyPlease consider Dom Pullano of PCM & Associates! He has been Shannon's advisor for over a decade and would love to help you grow! Call his toll free number today: 1-800-536-1368 Or visit his website at https://www.pcmpullano.comSee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

The Boardroom Buzz Pest Control Podcast
Scaling Spidexx: Coleman Spaulding's Door-Knock Grit, Nine Acquisitions & the Next Chapter After Proactive

The Boardroom Buzz Pest Control Podcast

Play Episode Listen Later Jun 26, 2025 68:04


Coleman Spaulding cut his teeth knocking doors for Safeguard in 2005, parlayed that experience into Proactive Pest Management in suburban Chicago, and—after a decade of steady growth—launched Spidexx Pest Control in 2016 with a bigger vision: blend door-to-door horsepower, bolt-on buys, and EOS culture to build a multistate platform. Fresh off selling Proactive this spring, Coleman joins the Blue-Collar Twins to unpack the playbook behind nine tuck-ins, 65-person teams, and why he's doubling down on Spidexx with a new HQ and more acquisitions on deck. You'll hear: Door-Knock Roots – Virginia Beach summers that turned 20 straight “no's” into $10 k days.Proactive Era – bootstrapping 2 000 recurring customers without sales reps.Partnership & Family – why co-founder Ryan upped Coleman's stake to 40 %, and how brother Taylor makes the trio click.Launch of Spidexx – starting in Des Moines with 380 accounts and grinding through the chaotic first year (yes, those two X's are intentional).Nine Small Acquisitions – buying 700–1 100-account firms, wiring funds fast, and knowing when to walk away.Door vs. Deal – retention math, capital intensity, and reading the “gut flags” before you sign.Selling Proactive – 60-day process with Potomac M&A, no earn-out, and lessons from the other side of the table.Future Vision – new headquarters, keeping culture tight across nine markets, and invitations to join the ride. From PE Teachers to Pest Control Owners: The Julio Twins Share Their POTOMAC Experience https://youtu.be/HAx9noqsqTo https://www.linkedin.com/in/paulgiannamore www.potomaccompany.com https://bluecollartwins.com Produced by: www.verbell.ltd Timestamps (podcast.co-ready) 00:00 – Cold-open: the power of someone believing in you 00:35 – Jason & Jeremy introduce Coleman and his recent Proactive exit 02:00 – First company: Proactive Pest Management launched 2013 in Chicago suburbs 05:55 – Door-knock backstory: Safeguard summers, Brent & Alan Draper connections 11:00 – Partner Ryan bumps Coleman from 10 % to 40 %—“gratitude moment” 13:30 – Proactive's first year: 700 accounts, one summer team, slow-and-steady growth 16:00 – Why Spidexx was born in 2016 (Des Moines start, two X's in the name) 19:10 – Chaos tolerance & economics of today's door-to-door sales teams 24:00 – First tuck-in: buying 1 100 accounts, paying cash, rebranding vs. retaining 30:00 – Potomac relationship, quality-of-earnings, and Proactive sale closing in 60 days 33:30 – Door-to-door customers vs. acquired books—18-month retention rule of thumb 40:00 – Advice to the one-truck operator: “embrace small, learn, keep going” 47:00 – Working with brother Taylor and why family equity is a superpower 53:00 – New Spidexx headquarters coming 2026; podcast invitation for live show there 57:00 – Potomac 100 mastermind rumor & golf talk; wrapping with culture chat 1:00:00 – Outro and Private-Equity Masterclass CTA

The Shannon Joy Show
RFK Shocking Betrayal - Pushes Mass Bio-Surveillance For Big Tech Through Wearables. With Special Guest Doc Malik

The Shannon Joy Show

Play Episode Listen Later Jun 25, 2025 80:28


Bobby Kennedy pimping for Big Tech while ignoring the crimes of Big PHARMA was not on my bingo card. But the backlash has been glorious as Americans responded with a resounding ‘oh hell no'!Yesterday, RFK testified before the House Energy and Commerce Health Subcommittee, stating his vision that "every American is wearing a wearable within four years" as part of his "Make America Healthy Again" (MAHA) agenda. He announced the launch of "one of the biggest advertising campaigns in HHS history" to promote wearable health devices, such as smartwatches, fitness trackers, and continuous glucose monitors, which track metrics like heart rate, blood pressure, and glucose levels.Yes it's bad and reeks of technocracy and cronyism with his connection to the Means siblings who own companies which would profit from free government ad campaign and taxpayer funded incentives.Even worse?His agency is still injecting babies with COVID shots.His agency is still ignoring the millions suffering with COVID shot related injuries & the families of those who were killed.His agency is now poised to approve 500+ new mRNA technologies including self-amplifying RNA.He still refuses to end the HHS COVID emergency declaration which would end SO much of the suffering and prevent them from locking us down again.So what is going on here?Big show with Doc Malik to discuss this and more!!Staying healthy means staying OUT of the hospital and as far away from the medical industrial complex as possible. The secret is daily, consistent nutrient support with collagen to combat inflammation which is the mother of most adverse health issues.I ONLY use Native Path Collagen and they are ramping up another huge stock up sale on collagen for the Joy audience! Get 45% off your entire order today!!! Go to https://www.getnativepathcollagen.com/joyWe discuss this and MORE today on the SJ Show!Join the Rumble LIVE chat and follow my Rumble Page HERE so you never miss an episode: https://rumble.com/c/TheShannonJoyShowShannon's Top Headlines June 25, 2025:RFK ‘Leans In' To Wearables: https://www.beckershospitalreview.com/healthcare-information-technology/digital-health/rfk-jr-leans-into-wearables/Open AI Scores 200 Million Dollar Contract From US Military: https://www.technocracy.news/openai-scores-200-million-military-contract/What The Tech Bros Will Do In The Army: https://www.wired.com/story/what-lt-col-boz-and-big-techs-enlisted-execs-will-do-in-the-army/Trump's EOs bring technocratic dictatorship closer to reality: https://www.stridentconservative.com/trumps-eos-brings-technocratic-dictatorship-closer-to-reality250 Million Acre Bonanza: Technocrats' Big Beautiful Land Grab: https://www.technocracy.news/250-million-acre-bonanza-technocrats-big-beautiful-land-grab/Bank Of International Settlements is quietly building the beast system as we 'wage war' ... https://www.bis.org/publ/arpdf/ar2025e3.htmSJ Show Notes:Please support Shannon's independent network with your donation HERE: https://www.paypal.com/donate/?hosted_button_id=MHSMPXEBSLVTSupport Our Sponsors:Wars and rumors of wars wreak havoc on markets and economic development and can even lead to complete financial collapse and a currency RESET which benefits only the 1%. Regular Americans can benefit with foresight and protect their wealth with physical gold and silver.It's NOT too late! Call Colonial Metals today and you may qualify for up to $7,500 in FREE silver! Check out my landing page here: https://colonialmetalsgroup.com/joyWith lockdowns looming, threats of bio-terror and cyber attacks, the chaos is everywhere. You NEED to be prepared and your one stop shop is The Satellite Phone Store. They have EVERYTHING you need when the POWER goes OUT. Use the promo code JOY for 10% off your entire order TODAY! www.SAT123.com/JoyPlease consider Dom Pullano of PCM & Associates! He has been Shannon's advisor for over a decade and would love to help you grow! Call his toll free number today: 1-800-536-1368 Or visit his website at https://www.pcmpullano.comSee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.