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Shared Practices | Your Dental Roadmap to Practice Ownership | Custom Made for the New Dentist
In this solo episode of the Shared Practices Podcast, Dr. Andrew Clingan tackles one of the most insidious threats to sustainable dental practice growth: a lack of clear vision. Using a real-world example of a highly successful but directionless young practice owner, Andrew explains how relying purely on talent and willpower eventually leads to spinning in circles. When you lack clarity, it becomes impossible to make sound decisions about marketing, PPOs, or multi-practice expansion, ultimately stunting your long-term success.To excel as a dentist today, you must understand that the "floor" has risen; succeeding requires more intentional business strategies than it did a decade ago. Andrew emphasizes that you cannot simultaneously optimize for elite clinical mastery, aggressive scaling, and perfect work-life balance. Achieving sustainable dental practice growth requires picking a path and maintaining a disciplined clarity of vision.Here is your guide to finding focus for your practice:Ignore the Extremes: Do not let social media highlight reels push you into building a 30-practice DSO or becoming an elite cosmetic dentist if those paths do not align with your true desires. The "middle of the road"—such as a profitable group model with two doctors and four hygienists—is often the sweet spot for sustainable dental practice growth.Audit Your Time: Regularly sit down and write out everything you do throughout the week. Identify the tasks you hate (like managing staff drama) and delegate them to leadership, while doubling down on the things that actually fire you up.Build Optionality Early: Be highly conservative with your personal finances early in your career. Living below your means and aggressively investing in your clinical and business skills provides you with the freedom to pivot your career path in your 40s or 50s.Read "Traction": Implement the principles from Gino Wickman's EOS framework to align your team and ensure everyone in the practice is rowing in the exact same direction.Ready to take the next step in your dental practice journey? Visit https://sharedpractices.com to learn more about our Buyer Representation and Coaching services, designed to help dentists buy, grow, and optimize profitable practices. You can also use our Free Look to evaluate dental practice opportunities with real data before making a decision. For daily Dental Moneyball insights, strategy tips, and updates, follow us across our social channels.
Better Business Better Life! Helping you live your Ideal Entrepreneurial Life through EOS & Experts
In this episode of Better Business, Better Life, Debra Chantry-Taylor is joined by Nathan James, Creative Director at The Attention Seeker, to share his honest story on the EOS® system that changed a creative agency, & the lessons every entrepreneur can learn from failure, resilience & growth.Nathan's career began in London's creative industry in 1995, where he worked with some of the world's leading advertising agencies, including Mother & R/GA, before taking his expertise across Stockholm, New York, Amsterdam & eventually Auckland. Along the way, he built an impressive career creating campaigns for global brands & later launched his own content production & advertising business.Despite his creative success, Nathan's business ultimately failed. Poor financial management, inconsistent cash flow & the absence of a reliable sales pipeline led to bankruptcy. Rather than allowing the experience to define him, Nathan chose to learn from it. He openly shares the hard lessons he discovered about cash flow, networking, business strategy & the importance of separating creative talent from sound business management.Nathan eventually joined The Attention Seeker, where implementing EOS® transformed the way the business operates. With clear accountability, structured Level 10 Meeting® rhythms, transparent communication & defined roles through The Accountability Chart®, the agency reduced politics, strengthened collaboration & built a more profitable, stable business. Nathan explains why structure does not limit creativity. It creates the freedom for creative people to do their best work.Debra & Nathan also explore the importance of company culture & core values, discussing how transparency, daily recognition of team members & hiring based on shared values have helped create a high-performing team. Nathan shares why reporting to someone younger than himself became a valuable lesson in humility, proving that great businesses are built on merit, not hierarchy or ego.Throughout the conversation, Nathan offers honest advice for entrepreneurs who are facing setbacks. He encourages business owners to never stop learning, let go of ego & remember that material possessions do not define success. Instead, lasting success comes from building a healthy business, maintaining strong relationships & creating a life that is fulfilling both professionally & personally. CONNECT WITH DEBRA: ___________________________________________ ►Debra Chantry-Taylor is a Certified EOS Implementer® | Entrepreneurial Leadership & Business Coach | Business Owner ►Connect with Debra: debra@businessaction.com.au ►See how she can help you: https://businessaction.co.nz/ ►Claim Your Free E-Book: https://www.businessaction.co.nz/free-e-book/ ___________________________________________ GUEST'S DETAILS: ► Nathan James – LinkedIn: https://nz.linkedin.com/in/nathanjames-cooper ► Website – attn:seeker : https://www.attnseeker.com Ep 283 Chapters: 00:00 – Introduction 00:38 – Nate's Background and Early Career 09:17 – Transition to Digital and Freelancing 17:27 – Joining The Attention Seeker 21:41 – Impact of EOS® on Business Structure 34:33 – Cultural Values and Team Dynamics 39:22 – Reducing Ego and Embracing Structure 47:37 – Lessons Learned from Business Failures 47:46 – Advice for Entrepreneurs
discover the key characteristics of high performing teams and what makes high performing teams succeed. Chris Hallberg, a U.S. Army veteran and leadership development expert, explains how military leadeship, team management, and the Entrepreneurial Operating System (EOS) drive stronger business execution. Learn practical approaches to organizational culture, hiring strategies, talent curation, personnel management, and employee retention. This episode covers performance metrics, accountability standards, middle management alignment, command and control principles, veteran hiring, leadership training, management systems, business growth, workplace efficiency, corporate leadership, professional development, organizational design, business coaching, management styles, employee engagement, leadership principles, staffing solutions, and operational excellence. In this episode: Attributes of high performing teams and how to build high performing teams How military leadership translates into civilian business success Leading by example and the impact of frontline engagement on employee engagement Aligning middle management for better communication and business execution Culture curation and hiring for core wiring Tools for measuring performance and building elite teams Technology and visualization tools that improve team performance Navigating workforce commitment challenges Rigorous recruitment, staffing solutions, and firing fast to protect team excellence Leveraging veteran skills and military discipline in civilian organizations How high performing teams build trust and a practical high performing teams model Leadership and Execution Effective leadership requires moving beyond theory to consistent operational execution. Most businesses fail in the gap between strategy and daily implementation. Leaders must stay present, model the work ethic they expect, and demonstrate willingness to handle humble tasks. This sets a tone of mutual respect that becomes one of the core characteristics of high performing teams. Bridging the Management Gap A common problem is the disconnect between senior leadership and middle management. When executives announce changes without first aligning their managers, they weaken frontline authority and damage trust. Organizations perform best when they operate as one connected unit. Fully informing and empowering middle managers before initiatives launch prevents an “us vs. them” culture and supports the accountability standards that high performing teams need. Curating Elite Teams Talent acquisition works best as a deliberate curation process rather than a standard HR function. Most adults are already formed in character, so trying to fix uncommitted employees rarely succeeds. Focus instead on identifying people whose values and natural wiring match the team. This hiring approach prioritizes mission commitment over raw talent and strengthens long-term employee retention and organizational culture. Measurable Accountability Objective performance metrics and transparent scorecards remove guesswork. When results are visible, many team members self-correct without constant intervention. This method, drawn from military precision and systems like EOS, helps leaders quickly spot people in the wrong roles. It forms a practical high performing teams model that improves workplace efficiency and operational excellence while supporting sustained business growth. Connect Chris Hallberg: Linkedin: https://www.linkedin.com/in/chris-hallberg-01516315/?skipRedirect=true Website: https://bizsgt.com/ Connect With Tim Website: timstatingtheobvious.com Facebook: https://www.facebook.com/timstatingtheobvious YouTube: https://www.youtube.com/channel/UCHfDcITKUdniO8R3RP0lvdw Instagram: @TimStating TikTok: @timstatingtheobvious LinkedIn: https://www.linkedin.com/in/tim-staton-04b41a271/ SKOOL Community: https://www.skool.com/timstatingtheobvious-9537/about?ref=de9c7e65d8ba4eeabc1a8eea413c125b Substack: https://realtimstatingtheobvious.substack.com
From generic implants to patient-specific solutions: how additive manufacturing is expanding what is possible across medtech. In this episode, Anekant Jain, Manager, Polymer Technologies at EOS, discusses how industrial additive manufacturing is transforming healthcare by enabling the production of customized implants, prosthetics, dental devices, and other patient-specific technologies. He explains why additive manufacturing extends far beyond traditional 3D printing, requiring scalable production, qualified materials, reliability, and repeatable outcomes. Anekant also explores how advances in sensors, materials, and manufacturing are creating more responsive prosthetics with haptic feedback and stronger integration with the human body. Finally, he examines the barriers to broader adoption, including qualification processes, reimbursement, cost, and access, and explains why the industry must rethink what is possible rather than simply reproducing traditional solutions. Tune in to learn how additive manufacturing, customization, and cross-industry collaboration are pushing the boundaries of medical innovation! Resources: Connect with and follow Anekant Jain on LinkedIn. Follow EOS on LinkedIn and explore their website at eos.info.
Core values only matter if leaders are willing to use them. In this episode of Sales & Cigars, Walter Crosby sits down with EOS Implementer Jim Coyle to talk about culture, accountability, leadership, and the challenges founders face when trying to step out of the sales seat. Jim shares his journey from entrepreneur and bar owner to becoming one of the earliest EOS Implementers. He explains why core values should be discovered rather than created, how EOS gives organizations a common language, and why companies must be willing to make difficult decisions when employees do not align with the culture. The conversation also explores why the best salesperson is rarely the best sales manager, how founder-led companies become too reliant on the CEO to close deals, and why accountability must apply to culture as much as performance. If you are still the best closer in your company—or your core values only live on the wall—this episode will give you plenty to think about. Episode Highlights Why Traction remains one of the most transformative books for entrepreneurs How Great by Choice helps leaders test ideas before making major bets Jim's journey from entrepreneurship to EOS implementation Why EOS works through simple tools and shared language Why core values should be discovered, not invented How leadership teams can uncover values from their best employees Why core values must be used as a business tool How to address employees who perform well but damage the culture Why a "moldy blueberry" can quickly affect the rest of the team The danger of promoting top salespeople into management without support Why founders struggle to step away from the sales seat How accountability conversations help people improve Key Takeaways Simple does not mean easy. EOS provides straightforward tools and language, but leaders still have to do the hard work of implementation and accountability. Core values already exist inside the business. The goal is not to invent impressive words. It is to identify the behaviors shared by the people who best represent the company. Values are only useful when they guide decisions. Core values should influence hiring, coaching, promotions, performance conversations, and terminations. Culture must apply to top performers too. A salesperson who hits their number but damages the team cannot be exempt from accountability. It may be better to have no core values than fake ones. When leaders tolerate behavior that contradicts the stated values, they weaken trust across the organization. The best salesperson is rarely the best sales manager. Selling and managing require different skills, including coaching, patience, process, and accountability. Founders get pulled back into sales because it feels natural. They built the company through relationships and selling, but long-term growth requires developing a team that can perform without them. Accountability is an act of support. Clear feedback gives employees the chance to improve, align with the culture, and become more successful. Who Should Listen This episode is especially valuable for: Founders who are still the primary closer in the company Entrepreneurs considering EOS Sales leaders building accountability across their teams Companies reviewing or redefining their core values CEOs dealing with high-performing employees who damage the culture Leadership teams trying to create consistency across the organization Business owners who want the sales department to run without them Links & Resources EOS Worldwide https://www.eosworldwide.com Contact Jim Coyle jim.coyle@eosworldwide.com Traction by Gino Wickman Great by Choice by Jim Collins and Morten T. Hansen Enshittification by Cory Doctorow Continue the Conversation If this episode made you think differently about accountability, leadership, culture, or how to get the sales department running without everything flowing through the founder, join the Sales Integrator Community. The community is built exclusively for salespeople and sales managers who want an edge and practical support from someone who has learned the hard way over 40 years in sales. Inside, members can access coaching insights, sales tools, practical resources, and ongoing conversations designed to help them improve their craft and lead more effectively. Free forever. Special founding member badges are available for the first 250 members. Join the community here: https://helix-community.circle.so/join?invitation_token=8b6622d942c852339d856b2af3504123cf9476e2-8b78b151-d94f-46df-a26b-ec4a6df24460 Subscribe to Sales & Cigars Sales & Cigars is hosted by Walter Crosby, the Sales Integrator with Helix Sales Development. Subscribe on Apple Podcasts, Spotify, YouTube, or wherever you listen. The only smoke we blow is from cigars.
Better Business Better Life! Helping you live your Ideal Entrepreneurial Life through EOS & Experts
In this episode of Better Business, Better Life, Debra Chantry-Taylor is joined by Certified EOS Implementer® Jeff Starin to share the remarkable story of how he grew his business by 484% after implementing EOS® & transforming the way he led his company. Jeff's entrepreneurial journey is anything but ordinary. After leaving college to become a professional pool player, he started an auto parts business with the simple goal of earning enough money to one day open a pool hall. Over the years, he built the company into a successful business, but after reaching around $5 million in revenue, growth completely stalled. For four consecutive years, sales remained virtually unchanged, leaving Jeff searching for a better way forward. Everything changed when Jeff discovered the Entrepreneurial Operating System®. Like many business owners, he initially chose to self-implement after reading Traction. While the tools helped, he quickly realised that trying to facilitate the process himself limited the results. Bringing in an experienced EOS® Implementer became the turning point, giving his leadership team the accountability, structure & objective guidance they needed to gain real Traction®. One of the biggest breakthroughs came through redesigning The Accountability Chart® & clearly defining the Visionary & Integrator roles. Jeff explains how understanding his natural strengths as a Visionary & finding the right Integrator to drive execution allowed him to stop being the bottleneck in the business. By learning to delegate effectively & empowering others to lead, the company experienced dramatic improvements in both performance & culture. Debra & Jeff also discuss the power of EOS® tools such as Level 10 Meeting® & IDS®. Jeff shares why helping leadership teams identify the real issue, instead of treating symptoms, transforms the quality of conversations, accelerates decision-making & creates a stronger culture of accountability. They also explore why difficult conversations become much easier when leadership teams have clear data, defined expectations & a proven framework for solving problems. Throughout the episode, Jeff shares practical leadership lessons that extend beyond EOS®, including why businesses move at the speed of their decisions, the importance of understanding what customers are truly paying for, & why happiness often lies on the other side of the difficult conversations leaders avoid. This episode is essential listening for entrepreneurs who want to grow their business, overcome the plateau many companies experience, & discover how EOS® can help build a stronger leadership team, create greater accountability & unlock sustainable long-term 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/ ►Claim Your Free E-Book: https://www.businessaction.co.nz/free-e-book/ ___________________________________________ GUEST'S DETAILS: ► Jeff Starin – LinkedIn: https://www.linkedin.com/in/jeffstarineosimplementer ► Website – Entrepreneurs Organization - Los Angeles Valley: https://eolavalley.com Ep 282 Chapters: 00:00 – Introduction 00:57 – Building a Business by Accident02:02 – Discovering EOS and Achieving 484% Growth06:03 – Visionary vs Integrator: Finding the Missing Piece08:02 – The Difference Between Visionaries and Integrators22:20 – Helping Businesses Grow Is the Greatest Reward44:34 – Jeff's Top Three Business Lessons
Better Business Better Life! Helping you live your Ideal Entrepreneurial Life through EOS & Experts
"Being an excellent husband, father, friend & entrepreneur is a choice. Easy to say, hard to do." That's how Corey describes himself on his LinkedIn Profile & when you listen to this podcast you'll understand how he achieves all of these.Corey works as the Co-Owner & President of All Volleyball Inc - a family-owned business that has been running for many years.Just 2 years ago, after trying to implement many other business systems, the family business decided to go with EOS & use a professional implementer to help them.In that time they have survived & thrived throughout a pandemic & grown the business to 5x its revenue. However, it hasn't been without its challenges.Find out why they chose to go with EOS, what it has done for the business & how they went from 5 family members on the leadership team down to just one but how they still all get along & love each other.Their story is VERY inspiring & if you're a family business owner or part of a family business, you will take a lot from this episode.
Jim Robinson breaks down what the EOS (Entrepreneurial Operating System) framework gets right about leadership, and the gaps it doesn't address.Jim and co-host Lori Prust dig into how Jim built his company to 18 states using the same "departmental" thinking EOS would later put a name to. They unpack his "Olympian level" framework for finding your strengths and delegating everything else, why letting go of control is the real unlock for scaling a business, and the leadership gaps EOS never talks about: inspiring your team, staying aligned with the right clients (not just the right hires), and carrying the psychological weight of always being the one who has to believe in a brighter future.⏱️ Chapters0:00 – Introduction 0:49 – Jim's growth story: building to 18 states with a global vision 1:38 – What EOS (Entrepreneurial Operating System) actually is 3:17 – How Jim uses EOS5:50 – Where EOS falls short: learning to let go of control 7:58 – Building leadership from within vs. hiring from outside 10:13 – Was EOS a discovery or just an affirmation of what Jim already knew? 13:22 – Finding your business's "sweet spot" and the growth abyss between $3M–$8M 16:54 – The cost of hiring "survivalists" instead of "Olympians" 18:45 – The visionary's ongoing job: refining who's in the seat 20:19 – Why good performers still get you a poor result 21:02 – The gap EOS misses: aligning with the right clients, not just the right team 26:13 – Olympian level, imposter syndrome, and the weight of leadership 28:57 – Who actually benefits most from the EOS framework ---ABOUT VISIONARY LEADERLeadership insights for executives, entrepreneurs, and business owners who want to lead with real influence. Not just authority. Jim Robinson is an executive coach, leadership speaker, and author of Leading with Empathy. Every week, Jim & Lori Prust share practical frameworks and honest conversations on visionary leadership, emotional intelligence, building high-performance teams, and the psychology of leadership.Work with Jim: https://www.visionaryleader.com/ Leading with Empathy (book): https://a.co/d/0bD1SpOPConnect with Jim on LinkedIn: https://www.linkedin.com/in/jim-robinson-18211918/Connect with Lori on LinkedIn: https://www.linkedin.com/in/lori-prust-309898195/#leadership #executivecoaching #EOSleadership #entrepreneuroperatingsystem #leadershipdevelopment #visionary
Inside the Wolf’s Den an Entrepreneurial Journey with Shawn and Joni Wolfswinkel
On this episode of Inside The Wolf's Den, Shawn and Joni Wolfswinkel put their younger operator selves on trial for the business decisions that looked responsible in the moment but quietly cost them later. From bargain hires that became expensive lessons to loyal team members kept too long, they unpack why “safe” choices can drain cash, morale, client trust, and momentum. This is not a highlight reel or a polished success story. It is a candid, self-deprecating performance review of the calls they would fire themselves for today, complete with the real cost and the fix they would make now. As a married couple building property management companies and a virtual staffing agency, Shawn and Joni dig into the people, systems, money, growth, and marriage mistakes that shaped the way they lead. They talk about hiring for cheap instead of fit, being the bottleneck, delegating chaos, taking work back too quickly, and finally building accountability through EOS-style tools like scorecards, Rocks, and clearer seats. They also examine the trap of chasing door count over profitability, underpricing to win business, saying yes to the wrong clients, and confusing top-line growth with a healthier company. The most personal lessons come from the intersection of marriage and business: late-night decisions made on the couch, blurred roles, dinner-table conflict, and the boundaries they now protect so the relationship stays bigger than the companies. If you lead a team, own a business, work with your spouse, or suspect one “smart” decision is costing you more than you admit, this episode gives you the questions to ask, the numbers to watch, and the hard-won reminders Shawn and Joni wish they had received sooner. Much sooner.
Want to launch a premium, high-margin consumable brand and work with us to bring it to market? Get on the waitlist for our next cohort: ► Capitalism.com Bootcamp: https://capitalism.com/bootcamp I sat down with Djamel, the co-founder of Organifi, who grew a superfoods brand from $1 million to $100 million in about four years. We break down exactly how it happened: a premium, high-margin product, affiliates paid 75% commissions when the rest of the industry paid 5%, customer data poured into Facebook ads, and the team and systems that turned a scrappy launch into a nine-figure business. None of this was an accident. It was manufactured, and you get the whole playbook. (0:00) The $1M to $100M question, with Organifi's co-founder (1:00) Where it started: Drew Canole and the done-for-you green juice (3:00) Going out of business: the data-driven Hail Mary launch (4:00) The decision that set them apart: making it actually taste good (6:00) Sold out in three days, and presales became a crowdsourced capital raise (7:00) Building the whole thing on Infusionsoft, before Shopify existed (8:00) The takeaway so far: build a small audience and aim for a $10K launch (9:00) The first million saves the company, then the audience taps out (11:00) ClickBank comes calling: first supplement, and the launch that blew up (14:00) Influencer marketing before it had a name, and the TikTok Shop parallel (15:00) The 75% commission unlock: pay affiliates like digital, win on the back end (17:00) How aggressive commissions took them to $5 million (18:00) Turning customer data into Facebook ads that scaled them toward $20 million (20:00) Why did everything work? The numbers made sense (22:00) Why margin matters: build a premium brand and race to the top (23:00) The hate for a $70 greens powder, and why premium customers are easier (25:00) Building the movement: community as the premium moat (29:00) From $20 million to $100 million: becoming a real operational business (30:00) Stacking traffic channels, and the podcast-ad advice that opened a new one (33:00) The systems behind the scale: EOS, OKRs, KPIs, and dashboards (34:00) Becoming a leader: from wrecking ball to human (37:00) The two hires that mattered most: his CMO and COO (41:00) Incentive plans: phantom stock valued against the future goal (44:00) Walking away from capital three times, and the "bladder rule of finance" (46:00) The chaos behind the scenes: algorithm swings, lost influencers, tight cash (48:00) Exiting without selling: replacing himself, burnout, and rediscovery (50:00) His $1M-to-$100M playbook: data, team, problem-solving (52:00) The belief you have to manufacture (55:00) Why the entrepreneur bug never leaves DISCLAIMER: The information contained on this podcast and the resources available for download/viewing through this podcast for educational and informational purposes only.
Growth doesn't happen by accident. It's built through accountability, transparency, and the willingness to challenge conventional thinking. In this rebroadcast of the Rainmaker Podcast, Dakota Founder & CEO Gui Costin sits down with Potomac CEO/CIO Manish Khatta to discuss the systems, leadership principles, and content strategies fueling Potomac's rapid growth. From implementing EOS and creating a culture of accountability to building a sales organization powered by CRM data and consistent communication, Manish shares the lessons he's learned as a CEO and business builder. Gui and Manish dive into one of the most overlooked opportunities in wealth management today: content creation. They explore why most firms get content wrong, how authentic storytelling outperforms product pitches, and why creating content at scale can become a firm's greatest competitive advantage. The conversation covers leadership, transparency, company culture, hiring, sales execution, CRM best practices, and the mindset required to grow both people and businesses in an increasingly competitive industry. Subscribe in Apple Podcasts Subscribe on Spotify Learn more about Potomac: https://potomac.com/ Read our blog: https://potomac.com/blog Disclosure: https://potomac.com/disclosures PFM-212-20260626 Hosted on Acast. See acast.com/privacy for more information.
What happens when leaders stop leading from silos and start leading as a true first team? The First Team is defined by Patrick Lencioni in his book The Five Dysfunctions of a Team as the team you prioritize over the team you manage. In this episode, Amanda sits down with the leadership team from Catherine's Health Center to explore how intentionally investing in trust, vulnerability, and shared accountability transformed the way they work together. Rather than operating as individual department leaders, they've built a culture where the executive team puts the success of the organization ahead of their individual department's priorities—creating stronger relationships, better decisions, and a healthier workplace for everyone.Together, they discuss the practical habits that have strengthened their leadership team, the challenges they've overcome, and why building a "first team" is foundational to organizational excellence. Whether you're leading a health center, a department, or any mission-driven organization, this conversation offers practical insights into creating a leadership culture where collaboration isn't just encouraged—it's expected.Books Mentioned in This EpisodeMastering Leadership the Coleman Way by Melissa StratmanWhat the Heck is EOS? by Gino Wickman & Tom Bouwer (EOS®)Creativity, Inc. by Ed CatmullThe Five Dysfunctions of a Team by Patrick LencioniStrong Ground by Brené BrownGuests:Megan Erskine, CEOSara Brooks, COODustin Maynes, CFOMark Contreras, CMOHost: Amanda LaramieThanks for listening! Check us out on: FacebookInstagramLinkedInOur WebsiteTikTokTwitterYouTube
Geoff Fisher is the COO of GVT Tire & Auto and Auto Pros of Minnesota, an automotive service network with 18 locations. His perspective on auto repair shop growth comes from experience across the shop floor, service counter, process development, and multi-location operations.Fisher began working as a tire and lube technician at age 16 before earning an operations management degree from the University of Minnesota's Carlson School of Management. He later spent two years as a service writer and moved into leadership, where he now helps guide an expansion plan targeting 26 locations.In this episode…Growth exposes every loose process inside a shop. One location often survives inconsistent communication because the owner sees problems firsthand. Eighteen locations operate differently. Managers develop separate expectations, accountability becomes uneven, and recurring problems turn leadership into constant firefighting.Fisher uses the Entrepreneurial Operating System to create a shared operating language across locations. Weekly scorecards replace emotional decisions with measurable information. Car count, average repair order, and labor hours reveal where a process has broken down and give managers a clear place to begin correcting it.That operational discipline addresses only part of auto repair shop growth. Expansion also creates tension between consistency and local identity. Fisher's team wants every location to feel connected to its town rather than viewed as another chain. Community involvement, local partnerships, and visible service build relationships that a new sign cannot create by itself.The economics reinforce that approach. Fisher places the average cost of acquiring a new customer at about $130. A free oil change or community initiative costs less while creating a direct opportunity to demonstrate the shop's service. Opening one location every five weeks raises the stakes because each new team must carry the same processes without losing its connection to the community.Here's a glimpse of what you'll learn: [01:14] Fisher begins his automotive career at age sixteen[04:06] Shop-floor experience leads Fisher into operations management[06:22] EOS replaces emotional management with measurable performance data[10:55] Repeatable processes support expansion across multiple locations[13:12] The company averages one shop opening every five weeks[15:46] Community involvement strengthens retention and local trust[20:30] Clear measurements expose operational breakdowns[22:19] Coaching shapes Fisher's team leadership approachResources mentioned in this episode:Geoff Fisher on LinkedInGVT Tire & Auto WebsiteAuto Pros of Minnesota WebsiteTread PartnersGain Traction Podcast on YouTubeGain Traction Podcast WebsiteMike Edge on LinkedInQuotable Moments:“That people feel like your shop is a part of the town, not just located in it.”“We are currently averaging one shop every five weeks.”“I call it running for mayor, right?”“And I felt like sometimes we were playing too much firefighter and not really understanding what started the fire.”“Help me, help you, help us.”Action Steps:Turn auto repair shop growth into a weekly scorecard. Track car count and average repair order, then add one labor-efficiency measure that managers review at the same time each week.Select one recurring operational problem and document its root cause. Assign ownership of the correction, set a deadline, and review whether the same problem returns.Build a store-opening playbook from the processes already working. Document training responsibilities, workflow expectations, and the first-week operating routine before the next location opens.Give every location one concrete community commitment. Choose a school partnership, local business relationship, or service initiative that places the team in direct contact with residents.Calculate customer acquisition cost and compare it with the actual cost of a goodwill offer. Track whether recipients return for a second visit rather than measuring success by redemption alone.
On today's episode, recorded live at the Dental Success Summit 2026, Dr. Mark Costes sits down with Gino Wickman, creator of the Entrepreneurial Operating System and author of Traction, Rocket Fuel, and Shine. Gino shares the lessons behind building EOS, the six essential traits of an entrepreneur, and why the right visionary-integrator partnership can transform a growing business. They discuss how to find and evaluate an integrator, the five rules that keep the relationship strong, the most overlooked components of EOS, and the foundational tools dental leaders can begin implementing immediately. Gino also opens up about the deeper message behind Shine and why lasting success requires more than achievement alone. Be sure to check out the full episode from the Dentalpreneur Podcast! EPISODE RESOURCES https://www.truedentalsuccess.com Dental Success Network Subscribe to The Dentalpreneur Podcast
Welcome to HALO Talks, where host Pete Moore sits down with Rich Drengberg, CEO of EoS Fitness and a seasoned leader in the fitness industry. In a rare podcast appearance, Rich shares his journey from Gold's Gym SoCal to transforming EoS into a powerhouse of high-value, low-price gyms across the Sunbelt. Listeners will get an inside look at EoS's disciplined growth, the importance of industry relationships, lessons from private equity partnerships, and why knowing your brand's identity is crucial, straight from someone who's helped steer one of the fastest-growing health club chains in the country. Whether you're an operator, investor, or fitness enthusiast, this episode offers invaluable insights on building teams, scaling strategically, and staying ahead in a competitive landscape. Regarding chosing the right partner when looking to sell, Rich states, "We were in a great situation when we went to market that we didn't have to sell, and we were able to kind of pick who we wanted to partner with. And it was an interview process both ways. And because of that, we were able to have our cake and eat it too." Key themes discussed Transition from Gold's Gym to EoS Strategic and disciplined growth decisions Importance of experienced teams and industry relationships Private equity influence and operational mindset shift Real estate strategy and anchor tenant positioning Staying true to brand identity amidst trends Partner selection and aligning with TSG for expansion A Few Key Takeaways 1. The Power of Sticking to a Clear Identity: Staying true to the company's vision and brand identity was emphasized as vital for long-term success. EoS avoided "chasing every trend" and only adopted changes that matched their strategic direction, which helped them avoid diluting their brand and losing their core audience 25:23. 2. Disciplined, Focused Growth Strategies: EoS's growth was marked by a disciplined approach to new markets and acquisitions. Opportunities were critically evaluated, and only those fitting their model (right location, box size, and alignment with EoS values) were pursued. This sometimes meant saying "no" to enticing deals that didn't fit the vision 05:10. 3. Mentorship and Learning from Experience: Rich credited much of his development and EoS's success to mentors like Bob Giardina and Bruce Bruckman. Their guidance helped shift his mindset from operating a handful of gyms to building a scalable platform, and highlighted the importance of focusing on real estate and bigger picture growth rather than getting bogged down in minor operational optimizations 12:29. 4. Building Relationships is Key to Expansion: Entering new markets and securing prime real estate depended heavily on building trust and relationships with landlords, developers, and REITs. Early on, EoS was not the first choice for many landlords, but through perseverance and relationship-building, they became a preferred anchor tenant 15:28. 5. Industry Know-How Over Outsider Expertise: The episode stressed that having a team with deep industry experience ("gym rats" as described) was critical. EoS's management came from fitness, not coffee chains or hardware stores, enabling them to make better, faster decisions pertinent to the unique demands of the fitness business 17:26. Rich Drengberg: https://www.linkedin.com/in/rich-drengberg-5923046/ EoS Fitness: https://www.eosfitness.com Journey To A Billion Dollar Deal-2 Minute Financial Drill: https://www.youtube.com/watch?v=CQtaGUQIyxY Integrity Square: https://www.integritysq.com Prospect Wizard: https://www.theprospectwizard.com Promotion Vault: https://www.promotionvault.com HigherDose: https://www.higherdose.com
Matt Putra, managing partner at 8X, shares insights on leveraging AI in e-commerce, the importance of organizational frameworks like EOS, and strategic financial management for growth and exit readiness.AI's impact on marketing and product developmentUsing EOS to organize and prepare for exitFinancial hygiene and data organization for acquisitionStrategic use of AI in ad creation and testingScaling and managing growth in consumer goodsChapters00:00Introduction and Guest Introduction03:44AI in Product Prototyping and Marketing Acceleration07:10Challenges and Limitations of AI in Content Creation08:49Role of 8X as Fractional CFOs and Data Management11:11Upstream Metrics and Data Organization for Growth13:28Using EOS for Business Operations and Exit Preparation15:35Case Study: Two Large Exits and Preparation Strategies17:55EOS and Strategic Frameworks for Large-Scale Growth20:06Financial Habits for Scaling to 8X and Beyond21:49Monitoring and Optimizing Conversion Funnels23:25The Future of AI in CFO and Financial Roles26:03Governance and Security in AI-Driven Financial Processes28:45Automation, Testing, and Human Oversight in AI Systems32:44Lessons from Metal Recycling and Business Resilience36:36Killing Underperforming SKUs and Product Management39:22Retail Strategies and Entry Points for Brands41:50Trends in Global Trade and Market Expansion44:21The Role of Research Content and AI45:02Soccer in Vancouver and Local Sports Culture46:09Contact and Closing Remarks
Hello audio creatives - 'ow do? I (excitedly) caught up with three very busy and brilliant AWARD WINNING PRO VOICE ACTORS about not being a newbie anymore -and we explore the good the bad and the noise reduction of being a feisty working VA. Thank you SO MUCH to my Wonderful guests:Karim KronfliMarta Da SilvaMargaret AshleyHerein we find out how ridiculous a warm up sounds in an interview podcast, and what these wonderful folks have done to get where they re today! Though there be a squeaky chair, We discuss:** Why we persevere in this industry** Hurray for actors of a certain age** Inspiration for working in audio** Why amdram groups are groovy** Auditioning top tips** Fave tech Tools** How once upon a time you sent recorded tape through the post to folks for auditions!** Etiquette and tips for studio rec and home rec setups** Why tenacity and begging for work are groovy things! ** How smaller parts lead to bigger ones!** Cold emailing - why not!?** When these folks realised they had made it as a VA** Developing the technical craft of acting** What actor training and coaching is important** Check Bluesky, Insta, Linked in, Tumblr, CCC, Backstage for work** Careful to check the pedigree of projects you audition for** Why TAFCON and HUBFEST are groovy things** Why production companies need to make themselves findable** Paper script etiquette (or…just get an iPad and i-annotate!) ** Using AI in this space….(no fighting)…and how they can help** BRILLIANT TRAINING COURSES AND FOLKS TO WORK WITH** Why doing speed reading is amazing helpful** Why you should tell my guests they are awesome, and share, rate and review this show! THANK YOUPPlease hydrate every time you hear the squeaky chair!Thank you so soooo much to my wonderful Patreon supporters who help make me make this show, and without whom this may well have stopped as a resource! MUCH APPRECIATE YOU ALL - PAST AND PRESENT! You wanna help me keep going - please share the ep, or feel free to become a patreon for $2 a month and keep these chats a-cominnnnHUZZAHSThere will be a short break for a few weeks from public ep releases whilst I have a wee holiday. (As in small, Its not a bladder problem) BUT my patreons will continue to get the zoom vids of the Eos we create….** aND A wee chat on voice reels…HAPPY VOICE ACTING PEOPLESarah
Better Business Better Life! Helping you live your Ideal Entrepreneurial Life through EOS & Experts
In this episode of Better Business, Better Life, Debra Chantry-Taylor is joined by Kris Snyder, Chief Advocate at Ninety.io, to explore how EOS® Powered by AI is helping leadership teams work smarter, run better meetings & build scalable businesses.Kris shares his journey from building five software companies & surviving the dot-com crash to becoming an EOS® Implementer & one of the driving forces behind Ninety.io. Today, the platform supports more than 18,000 companies & over 300,000 users, while staying grounded in the core principles of EOS®.A major focus of the conversation is how AI is transforming the way businesses use EOS®. Kris explains that AI is not replacing the EOS® process or the role of the EOS® Implementer. Instead, it removes administrative work, surfaces insights & helps leadership teams spend more time solving real business issues.Debra & Kris discuss how AI-powered tools within Ninety.io can improve meeting preparation, identify patterns, provide visibility into team performance & help leaders ask better questions. They also explore how Ninety.io is balancing innovation with the simplicity that makes EOS® so effective.Beyond technology, Kris shares why exit planning should begin long before a business owner is ready to sell. He explains how EOS® helps businesses become less dependent on the founder by building stronger leadership teams, clearer accountability & systems that allow the business to thrive independently.Throughout the episode, Debra & Kris reinforce that while AI can improve productivity & efficiency, lasting business success still depends on clear leadership, disciplined execution & meaningful human relationships.This episode is essential listening for entrepreneurs & leadership teams who want to understand how EOS® Powered by AI can improve meetings, strengthen accountability, simplify operations & build a business ready for the future. CONNECT WITH DEBRA: ___________________________________________ ►Debra Chantry-Taylor is a Certified EOS Implementer® | Entrepreneurial Leadership & Business Coach | Business Owner►Connect with Debra: debra@businessaction.com.au ►See how she can help you: https://businessaction.co.nz/►Claim Your Free E-Book: https://www.businessaction.co.nz/free-e-book/___________________________________________ GUEST'S DETAILS: ► Kris Snyder – LinkedIn: https://www.linkedin.com/in/krissnyder/► Website – Kris Snyder: https://krissnyder.com/ Ep 281 Chapters:00:00 – Introduction47:04 – Transition to EOS and Ninety.io47:19 – Changes in Ninety.io and EOS Purity47:33 – Impact of AI on EOS and Ninety.io47:47 – Challenges and Opportunities in EOS Implementation50:11 – Planning for Exit and Personal Growth50:44 – Advocacy and Community Building53:26 – Final Thoughts and Tips
Welcome to episode 340 of Grow Your Law Firm, hosted by Ken Hardison. In this episode, Ken sits down with Brooke Lively, Founder of Scaling Law, and author of Scaling Law. Brooke works exclusively with law firms to help them gain clarity, accountability, alignment, and traction as they grow. The conversation focuses on why many law firms struggle to scale, even when they have access to the right numbers, advice, and strategy. Brooke explains how execution separates firms that grow quickly from firms that plateau, and why EOS gives law firm owners a practical framework for vision, people, data, issues, process, and traction. Ken and Brooke also discuss delegation, leadership bottlenecks, right people in the right seats, quarterly priorities, and why getting your firm's house in order can create more freedom, more value, and more options for the future. What you'll learn in this episode: 1. Why Execution Determines Growth - Why some firms grow quickly while others plateau with the same advice - How EOS helps law firms turn strategy into consistent action 2. How EOS Helps Law Firms Scale - What the Entrepreneurial Operating System brings to law firm leadership - Why vision, people, data, issues, process, and traction matter for growth 3. Why Delegation Is So Difficult for Attorneys - How perfectionism and professional responsibility make letting go harder - Why firms cannot scale when everything depends on the owner 4. How Process Creates Freedom - Why scalable firms need documented systems and clear expectations - How process reduces rework, confusion, and leadership frustration 5. Building a Firm That Creates More Options - Why getting your house in order can support a future sale, acquisition, or better lifestyle - How a firm that runs without total owner dependency becomes more valuable and more enjoyable Resources: Website: scalinglaw.com LinkedIn: linkedin.com/in/brookelively Facebook: facebook.com/scalinglaw Additional Resources: https://www.pilmma.org/the-mastermind-effect https://www.pilmma.org/resources https://www.pilmma.org/mastermind
There is no shortage of founders who have read Principles or Traction. Far fewer have built their business around what those books teach, week after week, when it is inconvenient to do so. In this episode, Marcus Cauchi speaks with Keith Gillispie, founder of REI Automated, about the discipline of turning ideas into working systems, and why that discipline is harder than the ideas themselves. Why this conversation matters Most conversations about business systems focus on tools. This one focuses on behaviour. Keith didn't just read about principles, operating systems and delegation frameworks. He applied them, tested them, and kept refining them long after the novelty wore off. For founders who are drowning in advice but starved of consistent execution, this episode offers something more useful than another framework: a working model of what it actually looks like to follow through. Major discussion points Discipline over information. Keith names two books that fundamentally shaped his business: Principles by Ray Dalio and Traction by Gino Wickman. What sets his account apart is not the reading list but what he did with it: he built explicit, testable principles into daily operations, and adopted Wickman's Entrepreneur Operating System (EOS) as the structural backbone of how his business runs. Writing and testing SOPs. Keith's method for creating a standard operating procedure is deliberately unglamorous. Do the task. Write down exactly what you did. Follow your own instructions the next time and notice everything you missed. Repeat this three to seven times until the gaps close, then record a video walking through the process. Only then does a task become fit to hand to another person, or to an AI agent. Where AI should not go. Keith runs a company that sells agentic AI voice agents for real estate sellers, so he has a commercial incentive to promote automation. He was candid about its limits. When he tested his own AI on a negotiation for his own property, reaching the point where the AI pressed him on price, he found the experience uncomfortable. His conclusion: AI handles information well, but emotional, high-stakes conversations still need a human. Hiring as a discipline, not an event. REI Automated filters candidates roughly one hundred to one. Keith uses the GWC framework from Traction (get it, want it, capacity for it) to decide not just who to hire, but who to keep, and applies a consistent SOP-based interview and onboarding process across every role. Cadence over intensity. Rather than reviewing performance monthly, Keith's team submits short daily and weekly reports, which are read and responded to using Claude, and quarterly goals ("rocks") drawn from EOS. He argues that weekly management gives a business fifty opportunities a year to course-correct, against twelve for a business run monthly. The absence test. Keith takes one week off every month with no calls, texts or Slack messages. During a recent house move that disrupted his usual routine for roughly a month, revenue held within a thousand dollars of the prior month. He was candid that the business currently sustains itself well in his absence, though he is less certain it grows without him. AI as a thought partner, not a shortcut. Keith's team members are expected to bring Claude fully into their process, including drafting their own SOPs when Keith does not have time to write one himself. He was clear this only works because the AI has deep context on the business and because his people bring genuine critical thinking to the exchange, rather than treating it as a way to avoid thinking. A moment of disagreement. Marcus challenged Keith's use of performance improvement plans, arguing that everyone should effectively be on one from day one, and that needing to formalise one is often a sign management has let something slide. Keith pushed back, drawing a distinction between personal development and performance accountability, and defended his position with a clear rationale. Practical takeaways Before automating or delegating any task, do it yourself first and write the SOP from direct experience. Follow your own SOP repeatedly until you have found and closed the gaps, then record it on video. Review your business weekly, not monthly. You get roughly four times as many chances to correct course. Keep team communication in shared channels rather than direct messages, so ideas get scrutinised by more than one person. Test whether your business can run without you before you assume it can. Use AI to draft and challenge your thinking, not simply to execute tasks you have not fully worked out yourself. Memorable quotes "Sometimes in order to be helpful, you have to say the hard thing." "When we're dealing with information, AI is fine. When we're dealing with emotion, that needs a human touch." "You always have to take away before you can add." Books and resources mentioned Principles by Ray Dalio Traction by Gino Wickman Essentialism by Greg McKeown The Obstacle Is the Way by Ryan Holiday The 7 Habits of Highly Effective People by Stephen Covey Guest biography Keith Gillispie is the founder and CEO of REI Automated, which provides education, software and coaching to real estate investors on building automated, systemised businesses. He spent eight years on active duty with the US Marine Corps, during which he began investing in real estate and developed the systems-first approach that now underpins his companies. Subscribe If this conversation was useful, subscribe to TheInquisitor Podcast for more conversations that challenge conventional thinking on selling, leadership and building businesses that last.
Want our guidance to build and run your own marketing engine? Book a call with our team: https://call.contractordynamics.com/yt?utm_source=YouTube&utm_medium=Description&utm_campaign=7.16.26Get our FREE marketing course for contractors here: https://course.contractordynamics.com?utm_source=YouTube&utm_medium=Description&utm_campaign=7.16.26If you're a roofing company owner asking "what is my marketing actually doing for my business," this episode is for you.In this episode, Joseph breaks down what Contractor Dynamics is building for a new client: a Utah roofing company spending $5,000 to $15,000 a month on marketing with zero visibility into what's working. He walks through the exact onboarding process, how to find wasted ad spend fast, and the three things every roofing company should demand from their marketing.Key Takeaways for Contractors✔️ Why spending based on "how business feels" instead of data is costing you money every month✔️ The deep dive questions we ask before touching a single ad: revenue goals, product mix, ideal client avatars✔️ How a 12-month marketing plan gets broken into 90-day EOS quarters and weekly action items✔️ Why most roofing companies are wasting half their ad spend, and how to find it in the first 30 days✔️ The three things we guarantee inside 90 days: a custom playbook, weekly clarity, and a real-time ROI dashboardKey Timestamps00:00 Why untracked marketing spend is a guessing game01:39 What we build for every new client in year one02:39 The onboarding deep dive: goals, verticals, client avatars05:20 The weekly playbook and hands-on implementation support06:46 Finding wasted ad spend and quick wins in 30 days09:57 The 90-day guarantee: playbook, clarity, ROI dashboardIf you want to learn how Contractor Dynamics helps roofing companies build systems that connect marketing activity to revenue, watch this free video that walks through our entire system:https://www.contractordynamics.com/training/?utm_source=YouTube&utm_medium=Description&utm_campaign=7.16.26Ready to put this into action for your company?Schedule a Marketing Demo with our team and we'll show you exactly what needs to be built inside your roofing company to make the most of your marketing.
We have some more of our great conversation with EOS Master Jim Socci! They discuss difficulties in changing accountability as an owner with EOS, the idea of "good turnover and much more! This Episode is Sponsored by Construction, Credit and Finance Group. You can get in contact with them and learn more information in our Associates Tab of our website and at the link below! Construction, Credit, & Finance Group — PEER EXECUTIVE GROUPS
In this episode of Shed & Shine, Gino got a call. One of the original EOS implementers was moving on. As he drove home processing it, one thought led to another, and then another, until he landed somewhere he didn't expect.What does it mean to lose people, over and over, across a life that stretches to 120 years? Coworkers, friends, maybe even a spouse. His friend's 90-year-old mother has buried two husbands and found a third. His dad has watched entire social circles come and go from an independent living facility. Can you actually build that kind of resilience? And if you can't, what's standing in the way?He doesn't know what to call this one. But it did something for him. Maybe it will for you too. Timestamps00:00 Coping with Departures03:59 Long-Term Living Perspective07:28 Resilience in Relationships09:25 The Unnamed Episode's Point ABOUT THE 10 DISCIPLINES:The 10 Disciplines, founded by Gino Wickman and Rob Dube, is on a mission to help one million drivel leaders realize it's possible to be driven and have peace while making a bigger impact. We want to help you shed the barriers and layers that prevent you from creating the balance between impact and peace, and your True Self. Are you ready to be fully yourself, without the burnout? This space is for driven leaders ready to stop chasing and start aligning. If you're done hiding behind hustle, achievement, and expectations… and you're ready to reconnect with who you really are, you're in the right place. CONNECT WITH US❤️ https://www.instagram.com/the10disciplines❤️ https://www.linkedin.com/company/the10disciplines/ MORE RESOURCES TO HELP YOUR INNER WORLD JOURNEY❤️ https://www.the10disciplines.com/blog❤️ https://www.shedandshinepodcast.com ⭐️ https://www.the10disciplines.com/shine ✨ Find where you are in your True Self Journey: https://www.form.jotform.com/Developer763/true-self-mastermind-quiz
We sit down with Josh Sprague, founder of Orange Mud and Seven Clay, to unpack the hard pivot from jack-of-all-trades operator to disciplined builder. He shares how a simple birthday joke at his office turned into a serious wake-up call, and why implementing EOS, org charts, and SOPs let him stop being the bottleneck without lowering standards.From there we go deep on the craft behind endurance gear. Josh explains the biomechanics that drive a truly stable hydration pack, why stability prevents chafing, and how fabric choices, breathable spacer mesh, ripstop nylon, and YKK zippers add up to durability you can trust for long trail runs, ultramarathons, gravel rides, and adventure races. He also tells the unfiltered startup story: ugly early prototypes, the mystery of tech packs, factories that will not call you back, and how one good connection can change everything.We also tackle the complicated economics of “Made in USA” versus overseas production, plus the exact kind of frustration that sparks new companies. When local shops could not deliver quality embroidery, Josh built Seven Clay and scaled it nationwide. If you care about product design, manufacturing, small business scaling, customer feedback loops, and endurance performance, this conversation delivers real decisions, not vague motivation. Subscribe, share this with a founder or athlete friend, and leave a review with your biggest takeaway: where are you still being the “fixer” in your own life?Website:https://www.orangemud.com/?srsltid=AfmBOorJsXpTkD5q-ZFa8rT3EU-qgw4jKNmhh79Eo2LUkrk3otAxOc5RInstagram: @orangemudhttps://www.instagram.com/orangemud?igsh=eXhiNWxyZXVvazI1@sevenclayhttps://www.instagram.com/sevenclay?igsh=eGNoYzIzY2NrZmIwShoutout to:Josh SpragueThe Sprague FamilyAg-Gear Store https://www.aggearstore.com/Use Code: Milesmountains For 15% Off Raising Awareness:Missing and Murdered Indigenous Women (MMIW)Mental Health Send us Fan Mail
Rural Health News is a weekly segment of Rural Health Today, a podcast by Hillsdale Hospital. News sources for this episode: Center for Healthcare Quality and Payment Reform, “Stopping the Loss of Rural Maternity Care,” June 2026, https://chqpr.org/downloads/Rural_Maternity_Care_Crisis.pdf. Stephanie Armour, “New Disease Threats Follow Trump Administration's Health Program Cuts,” July 2, 2026, https://kffhealthnews.org/public-health/new-disease-threats-follow-trump-administrations-health-program-cuts/, KFF Health News. Grace van Deelen, “Trump Administration to Remove Hundreds of Deep-Ocean Observation Instruments, Dismantling $368 Million Program,” June 3, 2026, https://eos.org/research-and-developments/trump-administration-to-remove-hundreds-of-deep-ocean-observation-instruments-dismantling-368-million-program, Eos. U.S. Department of Agriculture, “USDA Confirms Presence of New World Screwworm in the United States,” June 3, 2026, https://www.aphis.usda.gov/news/agency-announcements/usda-confirms-presence-new-world-screwworm-united-states. Nikhil Ranadive, M.D. Et al., “CDC Operational Guidance for Investigating Locally Acquired Mosquito-Transmitted Malaria,” May 21, 2026, https://www.cdc.gov/mmwr/volumes/75/rr/rr7501a1.htm. Sarah J. Topping, “Statement from the Southampton Town Trustees Regarding Vibrio Vulnificus,” April 23, 2026, https://www.southamptontownny.gov/DocumentCenter/View/46859/04-23-2026-Trustees-Press-Release---Statement-from-the-Southampton-Town-Trustees-Regarding-Vibrio-vulnificus, Town of Southampton Board of Trustees. Rick Mayer, “Florida is up to eight cases of Vibrio vulnificus – so-called 'flesh-eating bacteria' – in 2026,” June 12, 2026, https://www.wusf.org/health-news-florida/2026-06-12/florida-is-up-to-eight-cases-of-vibrio-vulnificus-so-called-flesh-eating-bacteria-in-2026, WUSF. Amy Maxmen, “‘We Live With Fear': In Congo, Doctors Face Ebola With Little Protection,” June 5, 2026, https://kffhealthnews.org/public-health/ebola-congo-virus-outbreak-drc-africa-health-workers-bundibugyo/, KFF Health News. U.S. Agency for International Development, https://oig.usaid.gov/. Molly Castle Work, “Minnesota's ‘sprint medic' pilot program aims to get paramedics to rural emergencies faster,” July 1, 2026, https://www.mprnews.org/story/2026/06/30/minnesotas-sprint-medic-pilot-program-aims-to-get-paramedics-to-rural-emergencies-faster, Minnesota Public Radio News. Rural Health Today is a production of Hillsdale Hospital in Hillsdale, Michigan and a member of the Health Podcast Network. Our host is JJ Hodshire, our producer is Kyrsten Newlon, and our audio engineer is Kenji Ulmer. Special thanks to our special guests for sharing their expertise on the show, and also to the Hillsdale Hospital marketing team. If you want to submit a question for us to answer on the podcast or learn more about Rural Health Today, visit ruralhealthtoday.com.
Better Business Better Life! Helping you live your Ideal Entrepreneurial Life through EOS & Experts
In this episode of Better Business, Better Life, Debra Chantry-Taylor sits down with Niki Wilson, founder of Snapline Systems and Professional EOS Implementer®, to explore the challenges of attempting to self-implement EOS and why many leadership teams ultimately realise they need external support.Niki shares her journey as the first employee of a fast-growing software company, where she worked closely with an inspiring Visionary owner to help scale the business. As the company grew, clarity around roles, priorities & accountability became increasingly difficult.Together, Niki & the owner recognised that EOS® was exactly what the business needed. Like many leadership teams, they initially chose to self-implement, believing they could learn & apply the tools themselves.While self-implementing EOS® created significant improvements, Niki explains that it also revealed its limitations. Leadership time that could have been focused on growing the business was instead spent facilitating sessions, learning the process & keeping everyone aligned.Eventually, they realised that bringing in an objective EOS® Implementer could accelerate progress, challenge assumptions & allow the leadership team to focus on leading rather than facilitating.A major theme throughout the conversation is the power of the Accountability Chart®. Niki describes it as one of the most transformational EOS® tools because it creates clarity around roles, responsibilities & expectations. Rather than organising people around job titles, the Accountability Chart® helps leadership teams build the structure the business actually needs to achieve its vision.The discussion also covers the impact of the Level 10 Meeting®, the EOS® Proven Process & why consistent execution is far more valuable than trying to customise or shortcut the system. Throughout the episode, Niki emphasises that EOS® is not simply a collection of business tools. It is a complete operating system that delivers the greatest results when followed as designed.This episode is essential listening for entrepreneurs considering self-implementing EOS®, leadership teams looking to create greater clarity & accountability, & business owners who want to understand when bringing in an experienced EOS® Implementer can dramatically accelerate their journey towards Vision, Traction, Healthy™. CONNECT WITH DEBRA: ___________________________________________ ►Debra Chantry-Taylor is a Certified EOS Implementer | Entrepreneurial Leadership & Business Coach | Business Owner ►Connect with Debra: debra@businessaction.com.au ►See how she can help you: https://businessaction.co.nz/ ►Claim Your Free E-Book: https://www.businessaction.co.nz/free-e-book/ ___________________________________________ GUEST'S DETAILS: ► Niki Wilson – LinkedIn: https://www.linkedin.com/in/niki-t-wilson/ ► Website – EOS Worldwide: Niki Wilson, EOS Implementer, New Orleans | EOS Implementer | EOS Worldwide Ep 280 Chapters: 00:00 – Introduction00:51 – Nikki Wilson's Background and EOS® Journey 03:22 – Challenges of Self-Implementing EOS® 03:36 – The Role of the Accountability Chart® 05:22 – The Impact of EOS® Tools and Meetings 10:55 – Focus Day and the EOS® Proven Process 18:59 – The Role of an EOS® Implementer 21:39 – The Visionary–Integrator Dynamic 27:36 – The Power of the Issues Solving Track (IDS) 31:33 – Top Tips and Tools for Success
Before he built one of the biggest names in youth sports training, Will Bartholomew was a walk-on at the University of Tennessee trying to survive fall camp with a quarterback named Peyton Manning. In this episode, the D1 Training founder sits down with Eric Malzone to trace the whole arc — training athletes in an open field back in 2002, opening a patio-carpet-and-turf gym with racks he screwed together himself, and slowly turning that into a franchise system now closing in on 220 locations nationwide. Will gets honest about the messy middle: no point-of-sale system at location two, why D1 doesn't open on Sundays, selling off 27 real estate properties and a physical therapy business to go all-in on the gym he actually loved, and the advice from his father that changed everything — "never scale anything until you've scaled it yourself." He also digs into what makes a great youth strength coach today, how D1 uses radical transparency and scorecards to keep coaches bought in, why he thinks the $115 billion youth sports market is still in its first inning, and the balance every sports parent is chasing between competing hard and keeping the game fun. Whether you're a gym owner thinking about franchising, a coach trying to build a real career in strength and conditioning, or a parent navigating the youth sports world, this conversation is packed with hard-earned lessons from someone who's lived every side of it.
Chantel Soumis, Head of Marketing and Partnerships at Franchise Empire, joins host Brendon Dennewill to challenge how brands are approaching AI, customer engagement, and content strategy in 2026. With two decades of experience as a fractional CMO and franchise marketing leader, Chantel makes the case for human-first marketing, a structured listening tour approach, and a deliberate "anti-AI policy" that protects brand trust. If you lead marketing, revenue, or operations in a franchise or multi-location brand, this episode will reshape how you think about consistency, differentiation, and the real cost of getting it wrong.What You'll LearnWhy your customers are your brandThe case for an anti-AI policyWhat the EOS framework reveals about marketing gapsHow listening tours shape content strategyThe hidden cost of AI-generated brand damageWorking Genius and right-seat leadershipCAC and LTV as the marketing "holy grail"Resources MentionedEOS (Entrepreneurial Operating System)The Six Types of Working Genius by Patrick Lencioni Who Not How by Dan Sullivan HubSpot Culver's Frozen Custard Franchise Business Review (FBR) Survey Vistage Is your business ready to scale? Take the Growth Readiness Score to find out. In 5 minutes, you'll see: Benchmark data showing how you stack up to other organizationsA clear view of your operational maturity Whether your business is ready to scale (and what to do next if it's not)Let's ConnectSubscribe to the RevOps Champions NewsletterLinkedInYouTubeExplore the show at revopschampions.com. Ready to unite your teams with RevOps strategies that eliminate costly silos and drive growth? Let's talk!
If you listened to Part 1, you got the foundation. You heard what EOS is, how it works, and why so many companies are using it to bring clarity and structure into their business. But now… We're going to get real. Because here's the truth—everything we talked about in Part 1 sounds great… until you actually have to live it. Until you're the one being asked to: • Let go of control • Trust your team in ways you're not comfortable with • Sit in meetings that demand accountability • And follow a system that, at times, can feel… restrictive And I'll be honest with you… That's where I've struggled. So in this episode, I'm doing something a little different. I'm not just hosting—I'm pushing back. I'm asking the questions that every CEO, every visionary, every leader is thinking but doesn't always say out loud. Questions like: • Is EOS too rigid? • What happens when your team doesn't fully buy in? • What if you don't have the right people yet? • And am I—the leader—the one actually getting in the way? We get into delegation and the reality of letting go… we talk about fear, ego, and why leaders hold onto things way longer than they should… and we unpack what it really looks like to build a business that doesn't depend on you for everything. So if Part 1 helped you understand EOS… Part 2 is going to challenge you. And I'll tell you right now—this is where it clicked for me.
Dismantling the "Heroic Lawyering" Trap: Architectural Systems and Financial Scaling with Brooke LivelyIn a recent episode of The Thoughtful Entrepreneur Podcast, host Josh Elledge sat down with Brooke Lively, the founder of Scaling Law, to unpack the structural vulnerabilities that routinely stall the valuation and equity growth of independent legal practices. Brooke, an elite financial strategist, operational consultant, and corporate author, details how traditional legal founders succumb to "heroic lawyering"—a destructive operational loop where the firm's owner acts as the centralized bottleneck for every legal document, administrative choice, and frontline client interaction. This conversation serves as an essential strategic manual for law firm owners and mid-market professional services executives who want to leverage the Entrepreneurial Operating System (EOS) to eradicate micromanagement, build automated workflow pipelines, and transition their firms into self-sustaining corporate assets.The Operational Architecture: Standardizing Legal Governance and Scaling Non-Founder Dependent FirmsThe primary constraint holding back a boutique or mid-market law practice from scaling past its current revenue ceiling is almost always an educational and cultural mismatch: attorneys launch firms because they possess premium legal acumen, yet they rarely inherit the systems-engineering background required to run an efficient enterprise. Running a professional service firm without explicit structural guardrails naturally breeds a culture of learned helplessness across the labor infrastructure, as staff members routinely abandon individual initiative when they assume the owner will manually review or redo their work. This centralized workflow reliance introduces massive administrative debt and severe executive burnout, which ultimately caps client capacity and compromises long-term enterprise valuation. True operational scale is achieved only when an organization implements a clear corporate playbook that transitions the business from a stressful, solo-led environment into a highly structured, data-driven system.Implementing the Entrepreneurial Operating System (EOS) within a law practice effectively decentralizes authority by establishing an ironclad Accountability Chart that separates functional roles from subjective job titles. Rather than allowing trivial micro-tasks to consume executive cognitive capacity, leadership must establish a weekly scorecard to track leading performance indicators—such as new client acquisition velocity, active billable hour production, and ongoing collection rates. Replacing intuitive, gut-level management choices with visual data dashboards allows cross-functional legal teams to solve internal operational bottlenecks independently during structured Level 10 Meetings. When an organization standardizes its core legal workflows into repeatable checklists and digital templates, it removes personal bias from daily client delivery, ensuring the firm maintains its premium brand consistency even when the founder is completely absent from the boardroom.Sustaining a premium, high-valuation legal practice over multiple decades demands that firm owners actively look past revenue milestones to focus fiercely on baseline profitability, succession frameworks, and peer accountability. Building an intentional legal community designed specifically for firms self-implementing or optimizing their structural governance enables visionary owners to exchange localized operational templates and insulate their bottom lines against marketplace shifts. Shifting the executive mindset toward building a sellable, transferable corporate asset increases the firm's open-market equity while actively reducing the extreme systemic stress often associated with the legal sector. When data-driven financial leadership, automated workflow pipelines, and supportive peer networks are synthesized into a single architecture, a firm safely expands its market share and functions as a predictable, high-performance wealth vehicle.About Brooke LivelyBrooke Lively is the Founder of Scaling Law, a premier corporate financial consultant, an international speaker, and an expert system implementer specializing in law firm optimization. Drawing from a deep analytical background in corporate valuation, fractional executive leadership, and organizational design, Brooke focuses on helping attorneys transition from stressed-out practitioners into visionary business CEOs. She is the author of Scaling Law: How Visionary Law Firm Owners Use EOS to Build Value and Plan Their Exit, providing legal executives with clear, actionable strategies to eliminate administrative debt and scale profitability.About Scaling LawScaling Law is an elite professional services consultancy and leadership advisory firm engineered to guide law firm owners through rapid organizational and financial transitions. The company specializes in delivering comprehensive business posture assessments, custom EOS implementation frameworks, litigation workflow engineering, and strategic succession planning resources. Through specialized multi-unit data analysis, peer mastermind ecosystems, and structural accountability blueprints, Scaling Law enables small-to-mid-sized legal enterprises to remove operational scaling debt and predictably command premium market authority.Links Mentioned in This EpisodeScaling Law Official Website: scalinglaw.comBrooke Lively on LinkedIn: linkedin.com/in/brookelivelyKey Episode HighlightsThe Heroic Lawyering Trap: Identifying the hidden operational friction points and administrative bottlenecks that emerge when a founder handles all daily business decisions.The Data-Driven Legal Scorecard: Transitioning away from subjective gut-level management to track weekly metrics covering billable hours, customer acquisition, and cash collections.Eradicating Learned Helplessness: Building an EOS Accountability Chart to foster absolute psychological ownership and clear team responsibility across all management tiers.The Structure-First Success Mandate: Standardizing and documenting recurring case workflows into clean, repeatable digital checklists to insulate business margins.The Succession and Exit Playbook: Designing an autonomous professional services infrastructure to maximize enterprise value for future investors, buyers, or partners.ConclusionThe conversation with Brooke Lively reinforces that scaling a law firm sustainably requires an intentional balance of operational standardization, precise financial metrics, and a total shift in executive philosophy. By standardizing internal corporate governance, shifting daily decision-making rights to specialized management tiers, and ruthlessly protecting automated system infrastructure, legal leaders can successfully transform a volatile practice into a highly structured, self-sustaining corporate asset.More from The Thoughtful Entrepreneur
Better Business Better Life! Helping you live your Ideal Entrepreneurial Life through EOS & Experts
Scott's book is called, "The Entrepreneurs Field Guide - Design your life before someone else does it for you!" but in fact, you could insert any other phrase in there - 'your year', 'your day', 'your business' etc.Success isn't rocket science. It's all about getting clear on what you want and focusing on it. Take a moment and ask yourself, what would happen if you set huge ambitions and designed your life around making these things real?So, as we head into the New Year, have you planned out what you want that year to look like.Are you serious about what is truly important & have blocked time out for it in your calendar?Do you know the optimal number of days that you want to work in the year?Have you planned out all your holidays & family events?Are you choosing the people you spend time with?Do you fire friends who don't share the same values?Do you use the delegate & elevate tool to decide what's important to you in your personal life?In this episode, Scott shares how he plans out his year to suit his life, how he uses the EOS People Analyser to decide which family & friends fit into his 5, 15, 150 model & how he uses the Delegate & Elevate tool to understand what he should spend his time doing.If you're ready to this year your best year yet then you listen in & hear how the EOS tools can help you to design your year before someone else does it for you!
Is EOS Right for Your Business? Jim Socci Breaks It Down How do you know if your business is ready for EOS? In this episode of Peer Talk, Dan Crowley sits down with professional EOS Implementer Jim Socci to simplify what can often feel like a complex business operating system. Jim shares five practical steps every business owner can take before deciding whether EOS is the right fit, including why reading Traction, honestly assessing your business, and aligning your leadership team are essential first moves. One of the most insightful moments comes when Dan asks Jim to explain EOS in the simplest possible terms. Jim's answer is both practical and memorable: EOS isn't software—it's a common language. More importantly, it's a way to organize and harmonize the energy of an entire organization. Using the analogy of a baseball game, Jim explains why businesses struggle when expectations, roles, and rules aren't clearly defined. Just as every player on a baseball team understands the game they're playing, successful organizations create the clarity that allows every team member to contribute, stay accountable, and work toward the same vision. Whether you're considering EOS for the first time or looking to improve alignment within your company, this conversation offers actionable insights that every business owner can apply. This Episode is Sponsored by Construction, Credit and Finance Group. You can get in contact with them and learn more information in our Associates Tab of our website and at the link below! Construction, Credit, & Finance Group — PEER EXECUTIVE GROUPS
Why do some startups accelerate while others, with equally talented teams and strong ideas, struggle to gain momentum? In this episode of The Valley Current®, host Jack Russo sits down with EOS Implementer Theo Panopoulos to uncover why so many promising companies stall before reaching their potential. Drawing on his experience building and exiting a successful 20-year business, Theo explains how the EOS framework helps organizations align vision, create accountability, and build healthy teams that can execute at a high level. He also tackles one of the most uncomfortable realities in business: what happens when the founder or CEO becomes the bottleneck? From startup teams to venture capital-backed companies, this conversation explores how disciplined leadership and honest conversations can turn momentum into lasting traction. https://implementer.eosworldwide.com/theo-panopoulos/ Jack Russo Managing Partner Jrusso@computerlaw.com www.computerlaw.com https://www.linkedin.com/in/jackrusso "Every Entrepreneur Imagines a Better World"®️
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The dear leader has actually bleated out some not-dumb executive orders (EOs) to accelerate adoption of post-quantum crypto for the US government! This looks to be in response to a flurry of advancements in quantum computing and quantum attack algorithms a few months ago. We cram legalize into our eyeballs— plus, ECDSA.fail!Watch on YouTube: https://www.youtube.com/watch?v=7ZwQpN_F6P8Transcript: https://securitycryptographywhatever.com/2026/07/02/trumps-golden-post-quantum-eosLinks:- The EO https://www.whitehouse.gov/presidential-actions/2026/06/securing-the-nation-against-advanced-cryptographic-attacks/- CNSA2 https://media.defense.gov/2022/Sep/07/2003071836/-1/-1/0/CSI_CNSA_2.0_FAQ_.PDF- https://media.defense.gov/2025/May/30/2003728741/-1/-1/0/CSA_CNSA_2.0_ALGORITHMS.PDF- https://www.ecdsa.fail/- https://blog.google/innovation-and-ai/technology/safety-security/cryptography-migration-timeline/- https://blog.cloudflare.com/post-quantum-roadmap/- https://blog.google/innovation-and-ai/technology/research/neutral-atom-quantum-computers/- https://en.wikipedia.org/wiki/FedRAMP- https://www.whitehouse.gov/presidential-actions/2026/06/ushering-in-the-next-frontier-of-quantum-innovation/- https://blog.trailofbits.com/2026/04/17/we-beat-googles-zero-knowledge-proof-of-quantum-cryptanalysis/- https://scottaaronson.blog/?p=9861"Security Cryptography Whatever" is hosted by Deirdre Connolly (@durumcrustulum), Thomas Ptacek (@tqbf), and David Adrian (@dadrian)
0:00-14:03 – The Fan Morning Show starts on a Thursday with guests hosts Jason Hammer & Scott Long. The topics of the day start with the United States Men's National Soccer Team beating Bosnia-Herzegovina 2-0 last night, and the Pacers signing former 76er Wing Kelly Oubre Jr. 14:03-24:48 – Best college football crowd songs after Country Roads went wild yesterday in the USMNT Soccer win. Morning Checkdown 24:48-47:13 – The NBA takes over the topic of conversation as the Pacers sign Kelly Oubre Jr, and the Boston Celtics make a puzzling move- trading MVP candidate Jaylen Brown to Philly for PAUL GEORGE. 47:13-1:15:04– Hammer and Scott start Hour 2 of The Fan Morning Show playing the best piece of audio you will hear all day. Morning Checkdown 1:15:04-1:26:51– Greg Rakestraw, soccer extraordinaire, joins to talk the United States men's soccer win. 1:26:51-1:34:27– Hour 2 ends with The Degenerate Special, betting on Joey Chestnut's upcoming performance in the Hotdog Eating Contest this weekend. 1:34:27-2:02:02 – Hour 3 of The Fan Morning Show gets underway with The Fan's own JMV talking all things Indy Sports and NWA. Morning Checkdown 2:02:02-2:20:24 – Former Indiana Pacer Scot Pollard joins to talk about his heart transplant and how life is going right now with a new heart. 2:20:24-EOS– Jake Query, who takes over at 10 a.m., joins for some cross talk ahead of Query & Company to close out The Fan Morning Show. Support the show: https://1075thefan.com/the-wake-up-call-1075-the-fan/See omnystudio.com/listener for privacy information.
0:00-14:03 – The Fan Morning Show starts on a Thursday with guests hosts Jason Hammer & Scott Long. The topics of the day start with the United States Men's National Soccer Team beating Bosnia-Herzegovina 2-0 last night, and the Pacers signing former 76er Wing Kelly Oubre Jr. 14:03-25:48 – Greg Rakestraw, soccer extraordinaire, joins to talk the United States men's soccer win. 25:48-EOS – Hour 3 of The Fan Morning Show gets underway with The Fan's own JMV talking all things Indy Sports and NWA. Morning Checkdown Support the show: https://1075thefan.com/the-wake-up-call-1075-the-fan/See omnystudio.com/listener for privacy information.
Most financial advisors are visionaries — fast-moving sales-driven entrepreneurs whose back offices often can't keep up. In this episode, host Scott Heinila welcomes back Katelynn Graham, Founder and CEO of The Admin Effect, to talk about what it really takes to build operational excellence behind a growing advisory practice. Katelynn explains why operations should be viewed as an investment rather than an expense, how her firm embeds as an extension of advisor teams serving $15M to $200M+ in annual new assets, and why our industry makes it so unnecessarily hard to serve clients. She shares hard data on cycle times — why money movement that drags 50–60 days should be closer to 10–25 — and the tracking and dashboards that give advisors real visibility into their businesses. They also cover hiring mistakes advisors make, the difference between industry experience and back-office competence, her hands-on training course and new TAE Ops Leadership Lab, the journey from founder-led to operator-led leadership after hiring a COO, lessons from mentors like Alex Hormozi and Tony Robbins (push vs. pull motivation), and why AI won't replace advisors — but advisors who use it will replace those who don't. **This is the Optimized Advisor Podcast, where we focus on optimizing the wellbeing and best practices of insurance and financial professionals. Our objective is to help you optimize your life, optimize your profession, and learn from other optimized advisors. If you have questions or would like to be a featured guest, email us at optimizedadvisor@optimizedins.com Optimized Insurance Planning
From buying his first fourplex in Albuquerque for $117,000 to helping build a portfolio of more than 2,700 apartment units and 100,000 square feet of industrial real estate, Jens Nielsen shares why hiring property management on day one, picking the right investors, and getting visionary owners out of their own way matter more than chasing the next deal. In this episode of the DealQuest Podcast, host Corey Kupfer sits down with Jens Nielsen, a commercial real estate investor, operator, and business coach based in Santa Fe, New Mexico. Jens spent 27 years in IT and telecom before transitioning to full-time real estate investing, raising over $10 million in private capital across more than thirty deals. He now works with entrepreneurs across industries to improve execution, leadership, and scalability. WHAT YOU'LL LEARN: Why hiring property management before closing your first deal can save your sanity, how to spot the wrong investor before money changes hands, and why the visionary owner refusing to let go is the biggest blocker to growth in most companies. Jens also explains his pivot from multifamily to light industrial when rates climbed in 2022 and 2023. JENS' JOURNEY: After 27 years in corporate IT and telecom, his mother's passing at age 52 became the catalyst for Jens to seek freedom and disconnect his time from his income. In 2016 he bought his first commercial deal, a fourplex in Albuquerque, New Mexico for $117,000, and hired property management on day one because he lived four hours away in Colorado. His first syndication followed in 2018 with a 38-unit property and five partners. He and his partners have since built a portfolio of more than 2,700 apartment units and over 100,000 square feet of industrial real estate across multiple states. KEY INSIGHTS: Pay attention to investor temperament before money hits the account. One of Jens's first syndication partners wanted more control than he had and freaked out at every financial report. After six months, Jens bought him out so they could both sleep at night. His lesson is direct. If you have to convince someone to invest, that is not a yes. Do enough deals to let the law of large numbers work for you. One of his properties returned 350 percent. Another lost money entirely. If you put everything into one deal, you are gambling, not investing. The visionary owner not letting go is the biggest growth blocker in most companies. Jens has applied the same operational fix across gyms, property management firms, bakeries, a law firm, and an auto shop. The industries change. The bottleneck does not. Perfect for first-time real estate investors trying to avoid the second-job trap, experienced syndicators thinking through investor selection, and entrepreneurs who have hit a growth ceiling because they cannot get out of their own way. FOR MORE ON THIS EPISODE: https://www.coreykupfer.com/blog/jensnielsen FOR MORE ON JENS NIELSEN: https://www.jensnielsen.us https://www.facebook.com/coachjenshttps://www.linkedin.com/in/jenswnielsen/ FOR MORE ON COREY KUPFER https://www.linkedin.com/in/coreykupfer/ https://www.coreykupfer.com/ Corey Kupfer is an expert strategist, negotiator, and dealmaker. He has more than 35 years of professional deal-making and negotiating experience. Corey is a successful entrepreneur, attorney, consultant, author, and professional speaker. He is deeply passionate about deal-driven growth. He is also the creator and host of the DealQuest Podcast. Get deal-ready with the DealQuest Podcast with Corey Kupfer, where like-minded entrepreneurs and business leaders converge, share insights and challenges, and success stories. Equip yourself with the tools, resources, and support necessary to navigate the complex yet rewarding world of dealmaking. Dive into the world of deal-driven growth today! Episode Highlights with Timestamps [00:00:00] - Introduction and overview [00:03:06] - First fourplex in Albuquerque for $117,000 [00:04:10] - Mother's passing at 52 as the catalyst [00:08:03] - Hiring property management on day one [00:10:37] - The first 38-unit syndication in 2018 [00:15:02] - Buying out a nervous investor partner [00:26:31] - The visionary owner not letting go [00:40:36] - Pivoting into light industrial and flex space [00:44:24] - What freedom means to Jens Guest Bio Jens Nielsen is a commercial real estate investor, operator, and business coach based in Santa Fe, New Mexico. After a 27-year career in IT and telecom, he transitioned to full-time real estate investing and helped build a portfolio of more than 2,700 apartment units and over 100,000 square feet of industrial real estate. He has raised over $10 million in private capital and has firsthand experience navigating acquisitions, operational scaling, investor communications, and market downturns. His focus is on what happens after the deal closes. Originally from rural Denmark, Jens moved to the United States thirty years ago. He bought his first commercial property, a fourplex in Albuquerque, New Mexico, in 2016 and built his portfolio through more than thirty per-deal syndications across multiple states. Today he works with entrepreneurs and operators across industries, including gyms, property management companies, bakeries, a law firm, and an auto shop, helping them improve execution, leadership, and scalability so growth creates freedom instead of chaos. Host Bio Corey Kupfer is an expert strategist, negotiator, and dealmaker with more than 35 years of professional deal-making and negotiating experience. Corey is a successful entrepreneur, attorney, consultant, author, and professional speaker deeply passionate about deal-driven growth. He is the creator and host of the DealQuest Podcast. Show Description Do you want your business to grow faster? The DealQuest Podcast with Corey Kupfer reveals how successful entrepreneurs and business leaders use strategic deals to accelerate growth. From large mergers and acquisitions to capital raising, joint ventures, strategic alliances, real estate deals, and more, this show discusses the full spectrum of deal-driven growth strategies. Get the confidence to pursue deals that will help your company scale faster. Related Episodes Episode 338 - Joel Miller: Real estate investing, rental property wealth, and hard money lendingEpisode 328 - Richard Manders: Free Scale Coaching and helping founders build businesses that scale beyond them Episode 336 - Devan Gonzalez: The visionary and integrator dynamic in growing entrepreneurial companies Episode 350 - Tom Dillon: Capital strategy, alternative funding sources, and when not to take venture money Keywords/Tags:commercial real estate, real estate syndication, multifamily investing, light industrial real estate, flex space, property management, raising private capital, accredited investor strategy, IT career transition, working on the business, visionary bottleneck, EOS implementation, E-Myth, business coaching, scaling small businesses, Albuquerque real estate, Pennsylvania real estate, owner-operator real estate, real estate fundamentals, entrepreneurial freedom
What if training your employees and leaders together was the fastest path to better performance and results? In this episode of the Build a Vibrant Culture Podcast, Nicole Greer sits down with manufacturing leader and executive coach Luca Romano to discuss how training with Nicole and using the TILT assessment and SHINE Methodology gave him a structure for developing his team without making it personal or emotional.This conversation dives into key topics such as work culture, leadership, business strategy, team communication, and effective management practices, including how SHINE and TILT worked alongside EOS and Traction to help Luca's team increase on-time delivery from 51 percent to 91 percent in under two years.In this episode, you'll learn:How to train employees and leaders to improve performance and resultsHow the TILT assessment gives teams a shared language for behavior changeHow the SHINE methodology builds self-assessment into everyday leadershipWhat most leaders get wrong about training time and team developmentThis episode is for leaders, managers, business owners, and professionals who want to improve communication, strengthen organizational culture, and grow in their careers.Learn more about Vibrant Culture & how Nicole Greer can help your team succeed (like she did with Luca)
In this Simple CFO Case Files episode, David Richter and his business partner Christina Gutierrez kick off a new recurring series recorded right after their weekly EOS same page meeting. They pull back the curtain on how they run Simple CFO using Gino Wickman's Traction and EOS system, and why the visionary and integrator partnership has been the engine behind the business.The heart of the conversation is one recurring phrase they hear from real estate investors who walk through their door: "I wish I would have known this." David and Christina break down why so many owners stay stuck asking CFO level questions of bookkeepers and CPAs who can't answer them, what a fractional CFO actually does that's different, and how to become a master of your money without ever becoming a master of accounting. If you're flipping houses or holding rentals and you can't say what you actually kept last year, this episode points you toward the clarity you've been missing.Timeline Highlights[0:23] David introduces the new series recorded after his weekly same page meeting with partner Christina Gutierrez[1:01] How Simple CFO runs its back end on Traction and the EOS system by Gino Wickman[2:18] Christina on how EOS taught her to be open and transparent in a true business partnership[3:43] Why communication is the thing that makes a business run and what a structured system protects[4:19] A walk through Simple CFO's heavy Wednesday meeting schedule and what each meeting is for[5:10] Protecting the visionary's flow state and routing every idea to the right meeting[6:32] The recurring "I wish I would have known this" theme and a story of one owner's hair on fire[7:14] An owner who waited two years and likely lost real business value before getting his numbers cleaned up[8:38] Christina on why owners don't know who can actually help them with strategic financial questions[10:11] Most owners don't know a fractional CFO exists or that they could afford one[11:12] The real strategic questions owners never know to ask themselves[12:10] The magic of a fractional CFO is surfacing the questions you don't know to ask[13:50] Why bookkeepers and CPAs give textbook answers without knowing you or your goals[15:02] Be a master of your money, not a master of accounting, and what that actually means[17:22] How loneliness as a solo owner makes a financial partner who knows you so valuable[21:42] When to reach out and the difference between the 60 day foundation tier and ongoing CFO support[22:42] Playing offense and defense so you protect what you built while still growing[25:22] Two paths forward: a fractional CFO and the Profit First system as an entry point[26:01] A Profit First client who built a year of owner's comp and now takes a month off in Sweden each yearKey TakeawaysOwners often ask CFO level questions of the wrong people. Bookkeepers record transactions and CPAs file taxes, but neither is built to give strategic financial guidance tied to your goals.The most dangerous gap is the questions you don't know to ask. A good fractional CFO surfaces the questions that reveal whether your business is actually healthy or quietly going under.You should be a master of your money, not a master of accounting. You don't need to run QuickBooks or file taxes. You need clean numbers you can use to make decisions.Revenue alone solves nothing. Making a million dollars means little if you kept nothing, and the cause is often a cash management gap or bad bookkeeping you can't see.A fractional CFO is a relationship, not a transaction. They meet you where you are, remember the goals you set months ago, and back decisions with accurate data instead of gut feeling.Fractional high level help is more accessible than owners think. CFO, COO, and CMO support exists without the full time price tag, opening strategy to businesses that assumed they couldn't afford it.Profit First is a simple entry point for managing cash. It translates finances into business owner language and helps build reserves and owner's comp so a strong year actually shows up in the bank.Links & ResourcesSimple CFO (book a discovery call) — simplecfo.com Profit First for Real Estate Investors (apply for a free financial discovery call) — profitrei.com Profit First for Real Estate Investors by David Richter (free download) — simplecfo.com Traction by Gino Wickman — referenced as the EOS framework Simple CFO runs onClosingIf any part of this hit home, especially the part about making money but having no idea what you actually kept, don't let another year pass wishing you'd known sooner. David and Christina built this series to open owners' eyes to the financial clarity they've been missing, whether that's a fractional CFO or simply getting Profit First up and running. To bring real structure to the finances in your business, visit profitrei.com to apply for a free financial discovery call with the team.
Want our guidance to build and run your own marketing engine? Book a call with our team: https://call.contractordynamics.com/yt?utm_source=YouTube&utm_medium=Description&utm_campaign=6.30.26Get our FREE marketing course for contractors here: https://course.contractordynamics.com?utm_source=YouTube&utm_medium=Description&utm_campaign=6.30.26If you're a roofing company owner who's been growing for years but still can't put your finger on why the numbers don't match the effort - this episode is for you.Bill Jr., VP of Sales and Marketing at Four Seasons Kanga Roof in Metro Detroit, has been in the roofing industry his whole life. He left, spent a decade in sales and marketing outside the industry, then came back. And when he did, he brought a different lens with him.In this conversation with Coleman, Client Success Director at Contractor Dynamics, Bill shares the real story behind implementing EOS, building their first-ever written marketing plan, bringing marketing in-house, and transitioning into the visionary role - all while running a company with 80+ team members responsible for 80 households.This isn't theory. It's a ground-level look at what it actually takes to grow a roofing company with intention.Key Takeaways for Contractors✔️Why EOS became one of the two best decisions Four Seasons Kangaroof ever made✔️How to know when your processes are documented but still inaccessible to your team✔️Why working hard and not seeing results is often a systems problem, not a people problem✔️What a real roofing company marketing plan actually looks like - and what's in it✔️How bringing marketing in-house creates speed and nimbleness you can't get from outside agencies✔️The natural friction between marketing, call center, and sales - and how to reduce it with a defined target market✔️How AI tools like ChatGPT and Gemini were used to draft and build their first marketing plan✔️What the visionary role actually means in EOS - and how Bill is stepping into itKey Timestamps07:26 The pain before EOS - working hard but not seeing the results13:42 When Bill knew EOS was actually working19:08 The gaps in sales and marketing that EOS helped expose32:01 Their first-ever written marketing plan - what's in it and why it matters37:58 The role of AI in building their marketing plan45:53 Bringing marketing in-house - speed, nimbleness, and alignment59:15 The vision for Four Seasons Kangaroof as a companyIf you want to see how Contractor Dynamics helps roofing companies build marketing systems that run without the owner doing everything, watch this free video that walks through our full approach:https://www.contractordynamics.com/training/?utm_source=YouTube&utm_medium=Description&utm_campaign=6.30.26Ready to get clarity on your marketing?Schedule a Marketing Demo with our team and we'll show you exactly what needs to be built inside your roofing company to stop guessing and start growing with confidence.
In this episode, Jenn Foster sits down with Will Watrous to talk about how entrepreneurs can reduce stress, create stronger teams, and build healthier businesses using EOS, the Entrepreneurial Operating System.
Chris Hallberg, CEO and Founder of Business Sergeant and President and Founder of GoExpand, joins ROI Podcast® #511 to talk EOS, business operating systems, military leadership, veteran-powered recruiting, accountability, execution, and the small-business disease known as "we're agile," which is sometimes just Latin for "we made a new excuse every two weeks." Chris is an Expert EOS Implementer who helps leadership teams stop winging the business like a drunk magician at a sales conference. He explains EOS in plain English: vision, people, data, issues, process, and traction. Or, as we prefer to call it, "the six things that keep your company from turning into a group project where Todd from sales has opinions and no follow-through." Law and Chris get into why most meetings are lawless little hostage situations, how scorecards make accountability less emotional, why "right people, right seats" is not a motivational poster, and why energy vampires and brilliant jerks need to be traded to another team like a locker-room problem with a LinkedIn Premium account. They also hit veteran leadership, Business Sergeant's mission, GoExpand's agentic AI platform, project management, critical thinking, UFOs, control being an illusion, and why you should not be the smartest person in the room unless you are teaching kindergarten or holding court at a Chili's bar after one weird Tuesday. Hosted by Law Smith and Eric Readinger, ROI Podcast® is the #1 entrepreneurial-business-meets-comedy podcast for founders, operators, marketers, and executives who want useful business thinking without the corporate anesthesia. Guest: Chris Hallberg CEO & Founder, Business Sergeant President & Founder, GoExpand Expert EOS Implementer Hosts: Law Smith - @LawSmithWorks - www.LawSmithWorks.com Eric Readinger - @EricReadinger Tocobaga Consulting - www.SolvingHow.com
Grant Christopher, owner of Christopher Equipment, joins the episode to discuss his journey in business expansion and leadership. He shares insights on automating the sales process and the transition of ownership from father to son, highlighting the challenges and strategies involved. The episode delves into the implementation of EOS for business structure, managing key person risk, and the importance of documentation and automation. Grant emphasizes the role of technology, utilizing AI for efficiency, and investments like SmartEquip to enhance operations. He reflects on the value of mentors, offers advice to his younger self, and shares his thoughts on balancing people, processes, and technology for business growth.
What if the real reason your business cannot scale is not your people, your market, or your effort, but that everything still depends on you? In this episode of Sharkpreneur, Seth Greene interviews Hector Alvarado, Co-Founder of Optimize Business Systems, who explains how small and mid-sized businesses can reduce founder bottlenecks by building stronger systems, clarifying roles, improving leadership, and ensuring consistent execution. He also explains why business owners must shift from day-to-day firefighting to strategic leadership if they want to build companies that can grow without being in constant emergency mode. Key Takeaways:→ Owner-dependent businesses struggle to scale because too many decisions flow back to the founder. → A business is harder to sell when its value depends entirely on the owner's day-to-day involvement.→ Second-line leaders are essential to building a scalable company. → Business owners need regular time away from the weeds to see the bigger strategic picture. → Strong systems are more than SOPs; they encompass leadership, execution, accountability, and clarity. Hector Alvarado is an entrepreneur, operations executive, and business consultant with 27+ years of experience transforming companies across the logistics, transportation, construction, and home-service industries. His expertise isn't theoretical—it's built on decades of diagnosing operational chaos, fixing broken systems, and leading organizations through high-stakes growth. One of Hector's most notable accomplishments was the complete turnaround of Willy's Trucking. As VP of Operations, he led the company from a $1.3M annual loss in 2018 to a profitable sale exceeding $25M in 2021—a feat that earned him industry-wide respect. Today, he serves as VP of Operations for the largest NGL and Butane hauler in Western Canada, overseeing large fleets, operational excellence, and strategic expansion. Hector is also a Lean Black Belt, Continuous Improvement Master Trainer, and EOS implementor, bringing a rare blend of tactical expertise and strategic leadership. Beyond his corporate roles, he runs three successful businesses under Family Legacy Industries and manages a growing real estate investment portfolio, providing firsthand insight into entrepreneurship and wealth-building. Connect With Hector:Website: https://optimizebusinesssystems.com/Instagram: https://www.instagram.com/optimize_business_systems/Facebook: https://www.facebook.com/people/Optimize-Business-Systems/61574764979478/LinkedIn: https://www.linkedin.com/company/optimize-business-systems/
Is your business feeling cluttered, overwhelmed, and stuck? This episode is your mid-year reset. Janet Taylor, your Life Organizer, sits down with Stephanie Warlick — founder and CEO of Five Foot View Consulting, international bestselling author, fractional COO, EOS implementer, and HR expert with over 30 years of experience helping small and medium businesses get organized, stay accountable, and scale with confidence. Stephanie calls them the five gotchas — the business mistakes that quietly derail small business owners before they even realize it. Sound familiar? Get your pen ready. In this conversation you will learn: Gotcha 1: Lack of clear expectations for your team — the number one communication problem that keeps businesses from growing. Gotcha 2: Unclear roles and responsibilities — the cement foundation your business cannot grow without. Gotcha 3: Founders who cannot let go — why you are the bottleneck in your own business and how to release your grip at least 80 percent of the way. Gotcha 4: Not documenting what is working — if you do not document successful outcomes, your team will make the same mistakes over and over. Gotcha 5: Lack of clear shared goals — without a shared vision, your team is just soldiers walking in circles. Stephanie also shares why right now — amid economic uncertainty, tariffs, and a shifting market — is exactly the time to secure your internal foundation so your business can withstand whatever comes next. How Stephanie stays organized with ADHD: color-coded, time-blocked calendars that serve as half her brain — including a system for tracking delegated tasks so nothing falls through the cracks. Taylor's Tip Time: Five steps to declutter your office — schedule a time, tackle the spaces furthest from you first, purge the filing cabinets and drawers, work on your desk, and then give yourself a well-earned high five. TossItTuesday: As you head into a new quarter, toss the dried-out markers and pens that are not working. Clear the tools that are not serving you. Resource Roundup: Janet recommends magazine file boxes to organize project documents, certifications, and active paperwork without piling it on your desk. Book suggestion: Janet's ebook Prepared and Organized — seven areas to tackle before the busy fall and winter season arrives. Quote of the week: "Small business success is not about doing it all. It is about doing the right things at the right time with the right mindset." — Stephanie Warlick Clear the Clutter. Claim Your Power. It starts with securing your foundation. Connect with Stephanie Warlick: Website: StephanieWarlick.com (consulting, coaching, books, speaking) Consulting company: 5FTView.com Book: Dark and Silent Office — a digital accessible guide for inclusive communications in the workplace Connect with Janet M. Taylor – Professional Organizer Book a Session: https://janetmtaylor.trafft.com/ Free 15-Min Consultation: https://linkly.link/2FBkK Website: https://www.janetmtaylor.com Podcast: https://www.gotcluttergetorganized.com Janet's eBooks • Prepared & Organized: https://linkly.link/2Eikc • Get Your Affairs In Order: https://linkly.link/2FBnw • 7 Affirmations to Organize Your Life: https://linkly.link/2Eikt
If you've ever felt like your business should be further along than it is… like you're busy all day, solving problems, putting out fires… but somehow still not getting the results you know are possible—this episode is for you. Today's conversation is a special one for me… because I'm not just bringing on a guest—I'm bringing on someone who has had a direct impact on how I lead, how I run our business, and honestly, how I think about growth. Joining me is Hani Malek, EOS Implementer, coach, mentor—and for me personally, someone who has helped shine a light on the gaps I didn't even realize were holding us back. Now, if you've heard of EOS—the Entrepreneurial Operating System—you might think it's just another framework, another business buzzword. But I can tell you firsthand… when done right, it's not just a system—it's a way to bring clarity, accountability, and alignment to your entire organization. And when done wrong… well, we're going to talk about that too. In this first part of the conversation, Hani breaks down: • What EOS actually is (in simple, practical terms) • Why so many businesses hit a ceiling—and how to break through it • The difference between doing EOS and actually living it • And how roles like visionary and integrator can either create friction… or become rocket fuel for growth But more importantly, you're going to get to know the man behind the expertise—his story, his faith, and the experiences that shaped how he helps leaders like you and me build stronger businesses and better lives. So if you're a business owner, a CEO, or a leader who knows there's more in the tank—but just hasn't quite unlocked it yet… You're going to want to lean into this one.
Jonathan Wang is the founder and CEO of EOS Investors, where he has built three real estate investment platforms totaling $2 billion in assets under management across the hotel and residential sectors. Jonathan also created a wholly owned hotel management company that oversees 60 properties for the EOS funds and five core partners. Our conversation covers Jonathan's path to hotel investing and EOS' hotel investment process across market selection, property type, underwriting, vertically integrated operations, and managing through cycles. We also discuss extensions into residential real estate, hotel credit, and opportunities and risks going forward. Editing and post-production work for this episode was provided by The Podcast Consultant (https://thepodcastconsultant.com) Learn More Follow Ted on Twitter at @tseides or LinkedIn Subscribe to the mailing list Access Transcript with Premium Membership
EOS and other business systems can create clarity, structure, and alignment, but they cannot make people execute. I explain why having the right framework is only part of the equation and why results break down when people stop following the process. The real problem is rarely the system itself. More often, the missing piece is enforcement, accountability, and consistent execution. Whether you're running a business or managing yourself, the human element is usually the variable that determines the outcome. Show Notes: [06:11]#1 Installation is mistaken for implementation. [10:20]#2 Accountability is defined but not applied. [17:26]#3 Leaders expect process to replace discipline. [25:43]Recap Next Steps: --- Execution is not a talent. It is a standard. If your results don't match your ability, something in your approach is out of alignment. Most people do not have a motivation problem. They have a consistency problem. Power Presence is the system for operating with greater discipline, clarity, structure, and execution under pressure. Learn more: → http://www.PowerPresenceProtocol.com — This show is the public record of standards. All episodes and the complete archive: → http://WorkOnYourGamePodcast.com