Podcasts about Eos

This week in games: Ilke's open letter to the EU stirs the industry pot, AppLovin faces an SEC probe, and Epic drops its new Web Shops like it's 2012 all over again. Ubisoft's management drama continues, Istanbul's gaming boom is no joke, and we wrap with a spicy take on the new wave of AI business slop.00:00 Welcome01:00 Intro & Shills07:58 Ilke's Open Letter on EU Regulations21:38 AppLovin Under Fire: SEC Probe and Stock Volatility29:19 Epic Games' Web Shops Launch36:50 Ubisoft's Management and Future41:47 Istanbul's Gaming Industry Boom51:32 AI Business Slop01:01:00 EOS

If you've ever wanted to work with me, help people live freer, more empowered lives, and be part of a team that actually changes the world, this is your chance. We're hiring for two key roles: a CEO/EOS integrator and a Program Manager.If you're resourceful, a self-starter, and obsessed with creating impact, head to unfuckyourbrain.com/hiring to see the details and apply. This could be your next big move!

Forrest Derr is a Fractional COO, EOS® Integrator, and founder of Derr Consulting. Specializing in helping business leaders bring structure to chaos, Forrest partners with organizations to align strategy with execution, drive accountability, and scale efficiently, all while preserving company culture.A former full-time Integrator for companies running EOS, Forrest now works across industries as a trusted operator, advisor, and community builder. He's known for his "net weaving" philosophy, a high-impact approach to sales and growth through authentic relationship-building and value-first connections.SHOW SUMMARYIn this episode of Selling from the Heart, Larry Levine and Darrell Amy sit down with Forrest Derr, a Fractional COO and EOS Integrator, to explore the concept of net weaving, a powerful, service-driven alternative to traditional networking.Instead of collecting business cards, Forrest builds genuine connections by helping others succeed first. He shares how consistent, intentional introductions can turn into real relationships, collaborative communities, and a full sales pipeline.Whether you're a sales professional, executive, or entrepreneur, this episode will show you how serving others without expectation can unlock exponential business growth. KEY TAKEAWAYSNet weaving > networking — it's about connecting people selflessly, not extracting value.Long-term play — relationships take time, but deliver consistent, compounding rewards.Build small groups — foster trust and collaboration by creating purpose-driven communities.Your network is your asset — when people work with you, they also gain access to your connections.Pipeline through generosity — helping others fills your funnel more effectively than pitching.Give freely — offer ideas, referrals, and introductions without keeping score.HIGHLIGHT QUOTESIt's not about making the sale—it's about making the connection.Net weaving is trying to meet people to figure out who you can introduce.When you get me, you don't just get me—you get my entire network.The pipeline will come because your people are going to refer business to each other.

Struggling with team alignment, scattered priorities, or communication breakdowns? This Expert Inside Interview episode with leadership specialist Will Watrous delivers the proven solutions you need to overcome these common challenges and build a thriving organization. Host John Golden guides this insightful conversation with Will Watrous, an experienced EOS implementer who specializes in helping leadership teams eliminate misalignment and accelerate growth. Drawing from years of hands-on experience, Watrous reveals the fundamental principles that turn good managers into exceptional leaders.

Send us a textWhat does it take to scale an MSP to $250M in revenue while still keeping people, balance, and legacy at the core? In this episode, Joey Pinz sits down with Russ Reeder, CEO of XTM, to talk about his journey from Oracle programmer to leading global MSPs through 19 acquisitions, AI adoption, and Gartner recognition.Russ shares:✅ Why MSPs must focus on people first—happy employees = happy customers✅ The power of staying disciplined, avoiding triggers, and building routines✅ How to grow smartly by focusing on verticals, not trying to be all things to all people✅ Why peer groups, EOS, and coaches are essential for leadership success✅ His vision of legacy—not just revenue, but leaving people better than you found themFrom GoDaddy IPO prep to leading Netrix Global and OVH Cloud, Russ has seen every stage of scaling technology companies. Now, he's helping MSPs navigate acquisitions, cybersecurity challenges, and the explosive potential of AI—while still waking up at 5 AM to ride his bike.If you want to learn how to grow an MSP without losing your soul, this episode is packed with insights. 

On this episode of Voices of Self Funding, Jeff Walter and Jim Farley discuss their strategic merger, titled "Merging for Independence". They reveal how independent TPAs like JP Farley and PBA are uniting to drive innovation and enhance customer experience, avoiding absorption by larger firms. Discover how this merger focuses on enhanced service with PBA's EOS system and in-house IT, improving operational efficiency, data management, and enabling quick, independent service delivery for customers. The discussion also highlights their future focus on Direct Primary Care (DPC) and the use of nurse navigators to optimize member experience and efficiency. It's a compelling conversation for understanding how TPAs are evolving to offer superior, independent solutions and seamless third-party integration. This episode was sponsored by WLT Software. For more information, visit HCAA.org. Find all of our network podcasts on your favorite podcast platforms and be sure to subscribe and like us. Learn more at www.healthcarenowradio.com/listen/

Welcome back to the Top Contractor School Podcast, where contractors come to lead stronger, scale faster, and build businesses that last. In this episode, Eric Guy sits down with Brian Hess, founder of Top Contractor School and The Pavement Group, to talk about what it takes to thrive in uncertain times. From starting The Pavement Group in 2018 to building a 3,300+ member 1 Team Network, Brian shares the vision behind TCS, the challenges contractors face right now, and the systems, mindset, and community that help leaders win no matter the market.

Topics: (00:00:00) - Intro (00:03:07) - Cal's military background (00:13:59) - Transitioning into a family business (00:19:35) - Implementing EOS (00:25:08) - The journey to compassionate leadership (00:36:16) - Prioritizing self-care and meditation (00:37:19) - Journaling techniques and prompts (00:39:02) - Mental health stigma and therapy (00:40:16) - Daily intentions and successes (00:42:28) - Leadership (00:47:28) - Coaching and team building (00:58:45) - Writing a book (01:03:10) - Resources Links: Scribe — https://scribemedia.com Entrepreneurial Compassion: An Entrepreneur's Journey Through Combat, Suicide, and the Discovery of Compassionate Leadership - https://amzn.to/4nqH6AK To support the costs of producing this podcast:  >> Buy a copy of the Navalmanack: www.navalmanack.com/  >> Buy a copy of The Anthology of Balaji: https://balajianthology.com/ >> Sign up for my online course and community about building your Personal Leverage: https://www.ejorgenson.com/leverage  >> Invest in early-stage companies alongside Eric and his partners at Rolling Fun: https://angel.co/v/back/rolling-fun >> Join the free weekly email list at ejorgenson.com/newsletter >> Text the podcast to a friend >> Or at least give the podcast a positive review to help us reach new listeners! We discuss: How military battle drills shaped Cal's approach to business leadership How EOS changed about his company and personal life Why compassion is both a moral imperative and a business advantage Tactical ways Cal builds emotional awareness into his leadership habits How journaling, meditation, and presence help fuel resilience and clarity Quotes from Cal: "The more compassion I showed my team, the more profit we made. It's not soft—it's smart." "They'll never care how much you know until they know how much you care." "Every really good unit has this thing called a tactical SOP—just like your business has processes." "EOS gave me the ability to step back, let the team lead, and focus on building the future." "I went from working 90 hours a week in the business to now doing one meeting a week." "The business stops running you, and you start running it." "When we can be driven and compassionate, the sky's the limit." "As entrepreneurs, we're good at putting out fires—and if there isn't one, we'll start one just to feel busy." "My brother's death has to mean something—this book is how I make sure something good comes from it." "I want to create a million compassionate leaders and prevent a hundred thousand suicides." "This isn't about monetizing trauma—every cent from the book goes to suicide prevention." Important Quotes from the podcast on Business and Entrepreneurship   There is no skill called “business.” Avoid business magazines and business classes. - Naval Ravikant   You have to work up to the point where you can own equity in a business. You could own equity as a small shareholder where you bought stock. You could also own it as an owner where you started the company. Ownership is really important.     Everybody who really makes money at some point owns a piece of a product, a business, or some IP. That can be through stock options if you work at a tech company. That's a fine way to start. 

Drawing on decades of experience with world-class teams, Steve guides clients to achieve clarity, focus, and results through the Entrepreneurial Operating System (EOS) and Positive Intelligence (PQ). His mission is to help leaders get unstuck, fuel growth, and build cohesive, healthy teams that achieve extraordinary success.Steve's 31-acre Colorado farm provides a sacred space for clients to reconnect, recharge, and grow. As a navigator for his clients, Steve charts clear paths through uncharted waters, offering steady guidance, transformative tools, and unwavering support to help leaders elevate their game and achieve their greatest potential. You can learn more about Steven on his EOS work on his EOS website: https://www.eosworldwide.com/stephen-morris. You can also learn about Steven's executive coaching on his other website: https://stevemorriscoaching.com/. Be sure to sign up for his newsletter. ******************************************** Hey, Commercial Contractors: Want to learn how to take back financial control of your business and get off the cash flow rollercoaster? Then join my Business Success Mastermind group. A new cohort is starting soon. Now accepting applications: https://ib4e-coaching.com/mastermind ******************************************** Please support this podcast: https://ib4e-coaching.com/podinfo #leadership #leadershipcoaching #business #success #stevenmorris #eos #pq #alignment #discipline #ib4ecoaching ******************************************** If you like this podcast, consider supporting the effort. Every little bit helps. Thanks.

Wall St closed higher across the major averages on Monday as investors bought back into the AI darlings a week after scepticism rose around the sustainable growth of the sector. The S&P500 gained 0.2%, the Nasdaq rose 0.48% and the Dow Jones ended Monday's session up 0.15%. Shares of game maker EA Games rallied 4.5% after the company announced it's going to be taken private in an acquisition worth US$55bn.In Europe overnight markets closed higher to start the new trading week in the green. The STOXX600 rose 0.34%, Germany's DAX added 0.02%, the French CAC climbed 0.13% and, in the UK, the FTSE100 ended the day up 0.16%.Across the Asia region on Monday markets closed mixed with Japan's Nikkei falling 0.69%, while South Korea's Kospi index added 1.33%, Hong Kong's Hang Seng added 1.9% and China's CSI index gained 1.54%.Locally to start the new trading week, a healthcare rebound pushed the ASX to a positive close with the key index rallying 0.9% while the spot price of gold also reset a fresh record, propelling gold miners to new heights.Defence stocks were all the rage for investors yesterday with DroneShield soaring over 18% while EOS climbed almost 13% amid a tense backdrop in Europe with NATO boosting air-defence assets in response to new drone incursions at a key military base in Denmark last week. EOS also released a sales update yesterday revealing it is expecting full year revenue from existing contracts to be $115m to $125m in FY25 however, new orders could boost this by $25m in addition to its contract backlog with an estimated value of $299m.Synlait Milk share jumped 15% following the release of the company's full-year results yesterday. The dairy processor reported a more than twofold increase in underlying EBITDA, reaching NZ$107.2 million for FY 2025. Additionally, Synlait announced an agreement to sell its North Island assets to global healthcare giant Abbott Laboratories in a deal expected to generate around NZ$307 million in proceeds. What to watch today:On the commodities front this morning oil is trading 3.86% lower at US$63.18/barrel; gold is up 1.63% at a fresh record US$3829/ounce and iron ore is down 0.09% at US$105.35/tonne.The Aussie dollar has strengthened against the greenback to buy 65.78 US cents, 97.75 Japanese yen, 48.91 British pence and 1 New Zealand dollar and 14 cents.Ahead of Tuesday's trading session here in Australia the SPI futures are anticipating the ASX will open the day up 0.17%.Trading Ideas:Bell Potter has raised the 12-month price target on Electro Optic Systems (ASX:EOS) from $5.70 to $11 and maintain a buy rating on the Australian defence manufacturer specialising in advanced weapon systems and satellite tracking technology company following an update out yesterday including revenue guidance weaker than Bell Potter expected in the near term but strong tailwinds driving the long-term growth of the sector. Bell Potter has upgraded the 12-month TP reflecting a higher CY26e EV/EBITDA multiple due to strengthened confidence in longer term revenue growth.Trading Central has identified a bearish signal on HMC Capital (ASX:HMC) following the formation of a pattern over a period of 29-days which is roughly the same amount of time the share price may fall from the close of $3.23 to the range of $2.55 to $2.65 according to standard principles of technical analysis.

Mark Ainley shares his journey from BRRRRs to running GC Realty, scaling property management in Chicago, and lessons from 20+ years in real estate.In this episode of RealDealChat, Jack sits down with Mark Ainley, co-founder of GC Realty & Development, co-host of Straight Up Chicago Investor Podcast, and long-time property manager and investor.Mark shares how he transitioned from house hacking and BRRRR deals to running one of Chicago's largest property management firms. He explains why property management is often overlooked, how to avoid common investor mistakes, and why focus and systems (like EOS) have been crucial for scaling.Here's what you'll learn in this conversation:How a condo house hack sparked Mark's real estate careerThe story of founding GC Realty & continuing after tragedyLessons from doing 482 BRRRR deals between 2008–2010Why focus beats chasing shiny objects in real estateCritical mistakes: not hiring fast enough, skipping processesThe role of property management in investor successWhy alignment between landlords & managers mattersChicago-specific challenges: red tape, property taxes, regulationsWhy C/D class investing creates 9x more “touches” than A/B classThe growth of Straight Up Chicago Investor Podcast & power of community

Some quotes: “When we treat the house as the biggest duct, comfort and performance finally line up.” “Field data becomes financial data the moment a homeowner decides—so it has to be right.” “If you can't measure it, you can't improve it.” — often attributed to Lord Kelvin Fresh back from the early-September NCI Summit in Austin, Bill and Eric recap three big themes: whole-home thinking, data you can trust, and tools that make better work faster. The “high-performance HVAC” mindset came through in a lively contractor panel moderated by Ben Lipscomb, where folks like Mitch Bailey, Dustin Cole, Ty Branaman, Jeremy Begley, MIcahel Cianfrocco, and others talked about uniting HVAC and building science to solve real problems, improve installs, and reduce callbacks. NCI's training depth—airflow, combustion, diagnostics—was front and center, and the format (several sessions presented twice) helped attendees catch more of what mattered. Eric highlighted his session on using recorded field data for smarter troubleshooting and clearer homeowner communication, calling out platforms like MeasureQuick to aggregate, analyze, and report. On the show floor, you two dug into standout tools: the Shaeco fin-restoration attachment for oscillating tools (a genuine hail-damage time saver), the EEV-Mate for driving unipolar electronic expansion valves (with a demo Ty Branaman filmed), and Testo's 860i wireless thermal imager that streams to a phone or tablet—great for homeowner show-and-tell. Startups NOSO Labs (AI for windshield-time prep and voice-note capture) and Thalo Labs (multi-point system sensors) hinted at where the trade is headed. With ~210 attendees and ~20 exhibitors—Fieldpiece, TEC, Daikin, Energy Circle, TSI, Sauermann, and more—the vibe was busy, practical, and optimistic. They also shouted out the Canadian contingent (including Anthony Woo, Contractor of the Year-Small) and noted EOS adoption gains. Bill also notes that BetterHVAC.org sign-ups ticked up to ~250 contractors, and he previewed a heavy fall travel calendar (Nexstar Super Meeting, Women in HVACR, BPA New England, Heat Pump Summit, ASHRAE Buildings XVI, etc.). NCI's next Summit is slated for September 2026 the Great Smoky Mountains—contractors should keep an eye out. LINKS: Bill: https://www.linkedin.com/in/billspohn/ Eric: https://www.linkedin.com/in/eric-kaiser-323a1563/ NCI site: https://www.nationalcomfortinstitute.com/ NCI Homeowner site: https://www.myhomecomfort.org/ NCI Summit Site: https://www.gotosummit.com/ The GRIT Foundation: https://www.thegritfoundation.com/ The Joe Groh Foundation: https://www.josephgrohfoundation.org/ Shaeco Coil Straightener: https://trutechtools.com/condenser-coil-connection/ EEV Mate: https://trutechtools.com/eevmate Testo 860i: https://trutechtools.com/testo-860i-wireless-thermal-imaging-camera/ BetterHVAC: www.BetterHVAC.org This episode was recorded in September 2025.  

This episode explores how proven frameworks like EOS and the latest in AI can help leaders tackle their biggest headaches: scattered teams, accountability gaps, and resistance to change. Former military leader and business expert Chris Halberg shares battle-tested advice, common mistakes to avoid, and how to build durable, people-centered companies in a world of constant disruption. To Learn more about Chris, go to: https://goexpand.com/ or https://www.bizsgt.com/Connect with Diane at https://zenchange.com/ or on LinkedIn If you found this helpful, please share it with your friends. Don't forget to subscribe to my channel for more informative content on marketing and leadership.

Former EOS implementer, author, and manufacturing CEO Michael Erath joins me to explore what happens when business frameworks turn from liberators into cages—and how elite organizations escape the trap.Rigid systems like EOS can bring chaos under control, but stop short of greatness. Michael and I dig into why prescriptive “20 tools forever” models break down at scale, how to design for outcomes instead of checklists, and why A-player imposters cost more than missed A-players. We unpack the dangers of short-term cost cutting (Intel, GE), the overlooked genius of Eli Goldratt's Theory of Constraints, and why profit-per-X clarity beats generic “best practices.”The theme running through it: systems should serve people and outcomes, not the other way around. Elite organizations don't settle for “not that bad”—they build adaptive frameworks, measure the right constraint, and pursue excellence with discipline.TL;DR* Systems ≠ salvation: EOS and similar tools help kill chaos but cap out at mediocrity.* Mechanical vs. organic: Treat processes like machines when possible, but don't ignore the living, adaptive side of organizations.The A-player trap: The costliest errors are (1) losing true A-players, and (2) mistaking B-players for A-players.* Constraint clarity: TOC says find the one constraint—fixing it yields immediate profit, unlike slow checklist efficiency.* Profit per X: Identify the metric tied to your real constraint (throughput, calendar days, etc.) and align decisions around it.* Outcomes over inputs: Define every role by its most critical outcome, not by tasks or titles.Memorable lines* “Most systems are built for chaos-to-decent. Elite requires more.”* “Don't pay A-player salaries for B-player conformity.”* “World-class accounts payable never made anyone strategic.”* “Profit per X isn't a spreadsheet trick—it's a spotlight on your real constraint.”GuestMichael Erath — Former manufacturing CEO, EOS implementer turned founder of his own operating framework, and author of Five Obsessions of Elite Organizations.https://www.linkedin.com/in/michaelerath1/http://www.fiveobsessions.comWhy This MattersBusinesses chasing short-term fixes or worshipping rigid frameworks stay stuck at “good enough.” The path to excellence is clarity: knowing your real constraint, aligning outcomes at every level, and designing systems that bend with your people instead of breaking them. If you want organizations that outlast hype cycles and downturns, trade dogma for discipline.Call to ActionIf this conversation lit something up for you, don't just let it fade. Come join me inside the Second Life Leader community on Skool. That's where I share the frameworks, field reports, and real stories of reinvention that don't make it into the podcast. You'll connect with other professionals who are actively rebuilding and leading with clarity. The link is in the show notes—step inside and start building your Second Life today.https://secondlifeleader.com This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit www.dougutberg.com

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

What does it really mean to run a values-aligned practice? As a group practice owner, I've learned how powerful it is to build a culture that actually reflects our values. In this episode, I sit down with my friend Tara Vossenkemper to answer the question “what is EOS?” and explore how it helps us create a true values-driven meaning in our practices. Tara and I talk about her journey with EOS core values, why it's so important to stay values-aligned, and how leaders like us can be intentional in demonstrating values in the workplace. We share real stories, mistakes, and lessons from our own practices so you can see what this looks like in action. Here's what you'll hear in our conversation: How EOS core values provide structure for a sustainable values-driven meaning in group practice Why so many owners struggle to define their values — and how EOS makes it easier Practical ways of demonstrating values in the workplace that actually change culture Hiring strategies to build a team that's truly values-aligned How doubling down on EOS core values shapes culture, leadership, and long-term success If you've been asking yourself “what is EOS?” or struggling with how to live out your values-driven meaning, this episode will help you lead with clarity, confidence, and alignment. LINKS: Need extra support? Join The Exchange, a membership community just for group practice owners.  The Group Practice Exchange Programs + Courses The Accountability Equation™ Quiz The Accountability Equation Book Group Practice Forecasting Support GPT   CONNECT WITH MAUREEN WERRBACH & THE GROUP PRACTICE EXCHANGE: Website Facebook Instagram LinkedIn   CONNECT WITH TARA VOSSENKEMPER: Website Culture Focused Practice Podcast   SPONSORS: TherapyNotes: An EHR software that helps behavioral health professionals manage their practice with confidence and efficiency. Go to therapynotes.com/r/thegrouppracticeexchange for two free months!  GreenOak Accounting: An accounting firm that specializes in working with group practices. Mention TGPE to get $100 off your first month!  

Grant and Erin Stahler are the inspiring husband-and-wife co-founders of Stahler Services, a premium restroom and shower trailer rental company. Starting with a single trailer after college, they have disrupted a traditional industry by providing hospitality-level service and a product often described as a "hotel bathroom on wheels." Guided by their values and a passion for entrepreneurship, they've grown their family-run business across multiple states. The Stahlers are also the creators of Stahler Leads, an innovative online marketplace designed to help other vendors in the sanitation space grow their businesses by connecting them with qualified customers.SHOW SUMMARYIn this episode, host Jonathan Goldhill chats with Grant and Erin Stahler about their incredible journey of transforming the portable sanitation industry. Grant shares the origin story of starting the business right out of college and how he and Erin joined forces to scale it with a commitment to quality and service. We explore how they innovated a commodity product into a premium experience, the systems they've used to scale effectively, and the genesis of their second company, Stahler Leads. Grant and Erin also offer an open and honest look at the dynamics of running a business as a married couple and how their faith serves as the foundational core for their leadership, culture, and life balance.KEY TAKEAWAYSInnovating a Commodity: The Stahlers elevated the standard porta-potty into a premium experience with amenities like flushing toilets, running hot water, A/C, heating, and Bluetooth sound systems, effectively creating a new market category.Values-Driven Leadership: Their faith is the "core of everything." They strive to run their business "like Jesus would," which informs everything from their company culture and customer service to maintaining perspective and life balance.The Dynamics of a Couple in Business: Erin shares that success as a married couple in business requires acknowledging the ups and downs, communicating openly, and finding a flexible balance that works for them, rather than enforcing rigid rules.From Internal Problem to New Venture: After spending over a million dollars on Google Ads and finding most leads were outside their service area, they created Stahler Leads—a marketplace to sell those leads to other vendors, turning a marketing challenge into a new revenue stream.Building to Sell, But Inspired to Hold: While they use the "build to sell" framework to ensure the business is systemized and valuable, their true inspiration comes from legacy companies like Chick-fil-A, focusing on long-term growth and value creation over decades.Scaling with Intention: The Stahlers have intentionally scaled using systems like the Entrepreneurial Operating System (EOS), software like HubSpot and Smartsheets, and a commitment to embedding their core values across all locations to maintain quality and culture.QUOTES"We really want to be that rising tide that lifts all ships within our industry.""We want to do this business like Jesus would. So we want to own it like Jesus would and just manage like Jesus would.""Anything that you do, there's going to be some low moments and some hard things that you're gonna have to talk through, whether that's like purely a coworker or a coworker who happens to be your spouse.""If we're gonna have a business, we wanna do it right and we wanna keep building it.""Such a basic thing. But also it, it's so different than the standard plastic porta-potty."Connect and learn more about Grant & Erin Stahler:Grant Stahler's LinkedIn: https://www.linkedin.com/in/grant-stahla/ Erin Stahler's LinkedIn: https://www.linkedin.com/in/erinstahla/If you enjoyed today's episode, please subscribe, review, and share with a friend who would benefit from the message. If you're interested in picking up a copy of Jonathan Goldhill's book, Disruptive Successor, go to the website at www.DisruptiveSuccessor.com Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Cousins Síle (Sheila) and Teamhair (Tara) discuss chapters 14 through 28 of the Empire of Storms (EOS) by Sarah J. Maas, book 6 in the Throne of Glass (TOG) series. Are you happy you read Assassin's Blade first now? We told you. Also, what does otherworldly sound like to you? Send voice memos and emails to sandtfaemail@gmail.com by October 26th to be included in the EOS wrap!   Season 1: A Court of Thorns and Roses (ACOTAR) series Season 2: Throne of Glass (TOG) series

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

Are you ready to break free from the “average recruiter” grind and join the ranks of million-dollar billers? If you're a recruiter, search firm owner, or ambitious TA pro, this episode is your backstage pass to the playbook that's built one of Texas' highest-billing recruiting teams. Host Benjamin Mena welcomes back Jeremy Jenson (Encore Search Partners) to uncover the exact strategies that have multiplied fees, modernized recruiter development, and created a talent magnet operation.  

Startup advisor Hunter Albright says the secret to early-stage growth is cutting through the complexity and finding where real momentum lives. On the latest episode of Practical Pivots, Albright, who's worked at the crossroads of technology, business strategy and human behavior, explains that while AI is just a tool, the explosion in data and compute power has changed the game for founders. He urges entrepreneurs to focus on building consistency and warns against chasing every new trend. Albright also highlights a surprising shift: “People are swinging away from digital products and services, and wanting to get back to things that are more analog and face to face.” For startups looking to scale, he recommends frameworks like EOS to bring “calm to the chaos” and help teams prioritize what matters most.About Hunterhttps://www.linkedin.com/in/hunteralbright/

Today, our guest on The PARTNERNOMICS® Show is Tzvi Schwartz, Expert® EOS Implementer at EOS Worldwide. Tzvi is incredibly passionate about helping business owners run a better business. As the owner of an electrical contracting firm, Tzvi ran a great business… but not without experiencing all the the issues that often cripple mid-size businesses. After 16 years, Tzvi sold the company and joined a larger union firm as the Director of Business Development. It didn't take long before Tzvi discovered that the company may have been larger in size… but they still struggled with the very same issues! When the business took on EOS everything started to fall into place. Getting the right people in the right seats – following the processes, was a real game changer. The company grew 400% over just 4 years. After the company graduated from their Certified EOS Implementer, Tzvi continued the EOS roll out company wide, effectively helping the company achieve it's vision. Upon seeing the remarkable results EOS provided, Tzvi chose to leave his position from the leadership team and pursue his passion of helping other business owners run a better a business and live a better life. Tzvi is available for business coaching work and for keynote speaking at any business function. Key Insights: Lessons On Growth and Reinvention From Practitioner To Leader Building The Right Team Through Vision and Alignment Accountability As An Ongoing Leadership Discipline Purpose Beyond Profit, Driving Sustainable Success   Reach out ot Tzvi www.linkedin.com/in/tzvischwartz https://eosworldwide.com/tzvi-schwartz https://mythriveability.com/   ********* Are you a partnering professional wanting to earn industry certifications and badges to showcase on LinkedIn? We will give you the first course and certification for FREE ($595 value)!

This episode is brought to you by ⁠⁠⁠⁠⁠⁠⁠⁠⁠Boulay, the industry standard for Quality of Earnings, tax, and audit services, serving search fund entrepreneurs for 20+ years⁠⁠⁠⁠⁠⁠⁠⁠⁠*This episode is brought to you by ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Oberle Risk Strategies⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠: Insurance Broker and Insurance Due Diligence Provider for Search Funds and Other Small-to-Medium-Sized Businesses⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠  *  Today I'm joined by Sherman Black, a CEO coach who focuses primarily on leaders running small and mid-sized enterprises.  In our discussion today we cover a wide range of topics, including some of the following: Misconceptions around what CEO coaches do (and don't do)When & how to hire a coachHow to think about cost and ROI in making that hiring decisionWhether a coach needs direct experience as a CEO themselvesWhether your coach should have a direct line of communication with your Board and/or senior leadership teamHow to quickly evaluate the health of the relationship between the CEO and her direct reportsHow coaches think about popular small business operating systems like EOS…and many others Please enjoy!

From testing markets with a simple Google ads landing page to scaling a multi-million dollar education business, John Rood has learned what it takes to build, exit, and start again. In this episode, John shares the lessons that shaped his journey: the importance of hiring specialists at the right time, why EOS was transformational for scaling, and how “feedback is a gift” became one of his guiding philosophies. We also get into life after exit, what it looks like to find meaning beyond money, and John's latest chapter as founder of Perceptual where he helps enterprises adopt AI safely and responsibly. Whether you are a founder, an executive, or someone simply curious about what is next in your career, this conversation is packed with practical insights and real-world stories you can act on tomorrow. Inside the episode How John tested new markets with Google ads before making big bets Lessons in hiring: specialists vs. generalists, and convincing talent to join a smaller business Implementing EOS and why “following the recipe” matters Research and discovery, from validating product markets to interviewing 70 founders Why “feedback is a gift” and how to give it effectively The role of peer groups like EO and YPO in accelerating growth Finding purpose and passion after an exit, the “pocket knife” principle Guardrails for AI, how enterprises can adopt AI without being paralyzed by fear Mentioned in this episode EOS / Traction - https://www.eosworldwide.com/?podconvergence Beyond the Exit by John Rood - https://www.amazon.com/Beyond-Exit-Successful-Entrepreneurs-Their/dp/B0DRCWS3P6/?podconvergence  Entrepreneurs' Organization (EO) - https://eonetwork.org/?podconvergence  YPO - http://ypo.org/?podconvergence  Perceptual - https://proceptual.com/about/?podconvergence  John's LinkedIn - https://www.linkedin.com/in/johnrood1?podconvergence Subscribe to the Convergence podcast wherever you get podcasts, including video episodes on YouTube. . Learn something? Give us a 5-star review and like the podcast on YouTube. It is how we grow.  

00:00 Mr. Andy Burns03:40 Home Renter's Minute10:30 Windows 10 EoS & Migration18:09 Linux20:46 Managing Technology28:09 Rantasy Football30:05 Guillotine League

Most founders end up trapped in their own business. They're the bottleneck, still responsible for sales, still putting out fires, still working in the business instead of on it.In this episode of Founder Talk, I sit down with Keith Seebeck, founder of Eskaygee, to break down how entrepreneurs can create businesses that run without them. Keith shares his journey from EOS integrator to Pinnacle Guide, why most owners struggle to delegate, and how building the right leadership team is the only way to scale beyond survival.We dive into the hard truths about letting go, why loyalty to the wrong people can hold you back, and the tactical systems that actually turn chaos into control. Keith also unpacks the Pinnacle framework (People, Purpose, Playbooks, Performance, Profit) and why companies that don't master these five pillars rarely break past $5M in revenue.You'll learn:✅ Why most founders get stuck as the bottleneck in their business✅ How to build a leadership team that actually runs without you✅ The culture shifts that turn unproductive meetings into growth drivers✅ Why playbooks and processes are your insurance policy against chaos✅ How accountability transforms both leadership teams and company performanceIf you've been searching “how to scale my business without burning out,” “how to build a leadership team that runs without me,” or “Pinnacle vs. EOS for entrepreneurs,” this episode delivers the practical, no-fluff truth.Connect with KeithGuest LinkedIn URL: https://www.linkedin.com/in/keith-seebeck-168b3/Guest Website: https://www.eskaygee.com/If you are a B2B company that wants to build your own in-house content team instead of outsourcing your content to a marketing agency, we may be a fit for you! Everything you see in our podcast and content is a result of a scrappy, nimble, internal content team along with an AI-powered content systems and process. Check out pricing and services here: ⁠https://impaxs.com⁠Timecodes00:00 Introduction to Business Coaching01:08 Understanding EOS and Pinnacle03:01 Challenges Faced by Business Owners06:11 Delegation and Team Building12:44 The Importance of Company Culture14:41 Transition from EOS to Pinnacle21:21 Building a Vision and Playbooks30:02 The Importance of Regularly Reviewing Playbooks30:37 Optimizing Processes with External Help31:08 The Challenge of Documenting Processes34:01 The Value of Effective Meetings35:17 Implementing Accountability in Leadership38:22 The Role of Rocks in Achieving Goals47:28 The Impact of AI on Consulting and Coaching53:21 Advice for Entrepreneurs and Business Owners58:00 Final Thoughts and Resources

Ryan Redding is the Founder of Eightfold Advantage, a firm that helps business owners and leadership teams scale without chaos. He previously founded Levergy, a digital marketing agency for home service companies that was acquired by KickCharge Creative in February 2025. A certified Bloom Growth coach and host of the Blue Collar.CEO podcast, Ryan draws from his own journey of overcoming burnout and leading successful company exits to help others build sustainable businesses and achieve their goals. In this episode… Entrepreneurs can easily get trapped in 60- to 90-hour workweeks — juggling clients, managing teams, and putting out constant fires. Profits shrink, growth stalls, and personal freedom disappears. Is it possible to escape the grind without losing control of the business? Growth coach and advisor Ryan Redding shares how his fast-growing agency left him exhausted until he “fired himself” from daily operations and empowered his team. By hiring a strong operational leader and adopting systems like EOS, he transformed the business and his life — moving from 90-hour weeks to true autonomy. His story highlights the power of trust, healthy conflict, and culture in overcoming burnout and building sustainable growth. In this episode of the Inspired Insider Podcast, Dr. Jeremy Weisz sits down with Ryan Redding, Founder of Eightfold Advantage, to talk about scaling businesses without chaos. They discuss the shift from being a doer to a leader, the value of finding the right operational partner, and lessons learned from selling a business. With insights on culture, EOS, and Bloom Growth, Ryan offers practical advice and real-world stories for entrepreneurs ready to scale without sacrificing their lives.  

In This Episode Many businesses underestimate the importance of team health in driving sustainable results. In this conversation, Adi Klevit sits down with Jackie Kibler to explore how trust, accountability, and honest communication form the foundation of a thriving organization. Jackie explains how dysfunction often hides beneath the surface — from resistance to documenting processes to leaders hesitating on tough personnel decisions — and how uncovering and addressing these issues creates long-term success. Adi and Jackie discuss the connection between healthy teams and scalable systems, showing how EOS principles align with process documentation and implementation. Jackie shares client stories where breakthroughs in trust and communication transformed company culture, boosting collaboration and results. This episode highlights the synergy between leadership, team health, and systems. As Adi and Jackie point out, businesses that invest in building both healthy teams and strong processes create an environment where accountability flourishes and growth becomes inevitable.  

In this Real Estate Rundown episode, Chris Pomerleau returns for a deep dive into the systems, structure, and strategies that have helped him scale his real estate empire. Fresh off his crowd-favorite talk at the REIA Mastery Series, Chris joins Ted and Owen to unpack the business side of investing—from managing thousands of units to navigating capital raises and complex partnerships.Chris shares how every real estate deal is built around a business plan, and why thinking like a CEO—rather than a deal chaser—sets you apart. He opens up about how his team organically raised over $100 million from more than 700 investors, how they underwrite conservatively to reduce risk, and how they structure deals to protect investor capital with preferred returns and in-house property management.The conversation covers everything from creative financing and partnerships to underwriting, market trends, and the value of hiring a business coach. Chris explains how systems like EOS helped his team define their roles, scale efficiently, and make room for real growth without burning out. He also breaks down why he's still bullish on the Midwest and how he's using data, cost segregation, and smart tax strategies to stay ahead.This episode wraps up with a key Golden Nugget on the difference between actual cash value and replacement value in insurance policies—something every investor should understand before disaster strikes.It's packed with honest insights, practical advice, and a rare look behind the scenes of one of the fastest-scaling investors in the country. And don't forget—Wednesday's episode features Chris's full REIA Mastery Series speech.Enjoyed the episode? Share it with a friend in real estate and leave us a 5-star review. You can connect with Chris at chris@leavenwealth.com or find him on Instagram and TikTok. You can Join the Omaha REIA - https://omahareia.com/join-todayOmaha REIA on Facebook - https://www.facebook.com/groups/OmahaREIACheck out the National REIA - https://nationalreia.org/ Find Ted Kaasch at www.tedkaasch.com Owen Dashner on Facebook https://www.facebook.com/owen.dashner Instagram - https://www.instagram.com/odawg2424/ Red Ladder Property Solutions - www.sellmyhouseinomahafast.com Liquid Lending Solutions - www.liquidlendingsolutions.com Owen's Blogs - www.otowninvestor.com www.reiquicktips.com Propstream - https://trial.propstreampro.com/reianebraska/RESimpli - https://resimpli.com/omahareia/Timber Creek Virtual - https://timbercreekvirtual.com/services/...

Episode Summary Building and scaling a law firm isn't just about attracting clients and delivering legal work. It is also about having the right people in the right roles. In this episode, I talk about the EOS® principle of Right People, Right Seats and why it is such a powerful tool for law firm owners. I'll walk you through how to evaluate your team using three simple questions, the importance of clear reporting lines, and what happens when the firm owner is not in the right seat. If you have ever felt like your team structure is holding you back, this episode will help you see where the gaps are and how to fix them. What You'll Hear in This Episode What “Right People, Right Seats” means in a law firm The three questions to ask about every role: Get it, Want it, Capacity How accountability charts prevent bottlenecks Why values matter more than skills when choosing the right person When the owner is not the best person for a particular role How we use this exercise inside the Accelerator program My Key Takeaways for You You don't need to do everything at once. Growth is about doing the right things for the stage you're in. A $300k firm doesn't need executive dashboards, and a $3M firm shouldn't be operating off spreadsheets. When you know where you are on the roadmap, you can make decisions with confidence, reduce overwhelm, and build a firm that gives you freedom as well as profit. Resources and Links Scalable Law Accelerator Program – Work with me to map your accountability chart and create a team that supports growth Traction by Gino Wickman – the book that introduced the EOS® framework Ready to Restructure Your Firm? Inside Accelerator, I help law firm owners map out their teams so they can clearly see where the right people are in the right seats and where changes need to happen. This exercise alone can give you clarity and direction that takes away so much stress. If you are ready to step into a stronger leadership role and build a team structure that works, join Accelerator here. Share This Podcast If this episode was helpful, please share it with another law firm owner who would benefit from getting their people in the right seats. And make sure you follow the podcast on Apple Podcasts or Spotify so you never miss a new episode. Apple Podcasts: Listen on Apple Spotify: Listen on Spotify YouTube: Watch on YouTube

What if HR wasn't the department you dreaded — but the partner that helped your team thrive?  In this episode of Scaling UP! H2O, host Trace Blackmore welcomes Tia Amundson, HR Director at HOH Water Technology, to explore how human resources can be a strategic driver of talent, culture, and profitability in the water treatment industry.  Redefining HR's Role  Tia shares her journey into water treatment and how she built HOH's HR department from the ground up. Instead of treating HR as a compliance function, she reframed it as a leadership partner—focused on employee connections, transparent communication, and culture building. From structured check-ins at 30, 60, and 90 days to coaching managers and bridging communication gaps, her approach ensures employees feel supported, heard, and connected.  Culture as Competitive Advantage  HOH's success story demonstrates how culture directly shapes business outcomes. Tia explains how open-book management, employee engagement surveys, and intentional recognition programs have increased retention, profitability, and trust across the organization. By aligning HR strategies with EOS (Entrepreneurial Operating System), HOH has cultivated an environment where employees thrive and deliver exceptional service.  Talent, Retention, and the Future of HR  Finding and retaining the right people remains one of the industry's biggest challenges. Tia outlines the importance of a clear employee value proposition, authentic recruiting practices, and a commitment to work-life balance. She also discusses how HR will evolve over the next decade, balancing automation with the irreplaceable human element of caring for people.  Dream Management and Employee Growth  As a Certified Dream Manager, Tia integrates personal growth with professional development. By helping employees pursue their own dreams, HOH has fostered deeper engagement, loyalty, and breakthroughs that extend far beyond the workplace.  Conclusion  For leaders in the water treatment industry, this episode challenges you to view HR not as a cost center, but as a powerful lever for long-term success. Strategic HR practices can reduce turnover, build culture, and give your organization a competitive edge.  Stay engaged, keep learning, and continue scaling up your knowledge!    Timestamps  02:28 - Trace Blackmore welcomes listeners, shares personal “sharpen the saw” growth theme  04:53 - Sharpen-the-saw story  08:10 - Water You Know with James McDonald  10:05 - Upcoming Events for Water Treatment Professionals   13:15 - Interview with a friend and Rising Tide Mastermind member Tia Amundson, HR Director, HOH Water Technology   13:30 - HR as employee connection + leadership alignment, not a “principal's office”  16:32 - From hiring to long-term care  19:14 - Coaching managers  23:49 - Turnover → P&L  33:12 – Recruitment Realities   44:03 – Dream Manager Program  48:11 – Overcoming Skepticism   50:02 – The Future of HR  51:13 – Start/Stop for HR  52:50 – Foundational operating system (EOS) first    Quotes  “HR isn't about punishment—it's about building trust, culture, and strategic advantage.”  “Pour into your employees, and they will pour into their work. That discretionary effort is what differentiates great companies.”  “Open communication and transparency aren't soft skills—they're the foundation of an intentional culture.”  “We started this interview saying we'd shatter how people think about HR—and I think we've shattered about a dozen things already.”   “When you engage employees in their personal dreams, you directly impact workplace engagement.”    Connect with Tia Amundson Phone: +12247721377  Email: tamundson@hohwatertechnology.com   Website: www.hohwatertechnology.com   LinkedIn: https://www.linkedin.com/in/tia-amundson-shrm-cp/     Guest Resources Mentioned   HOH Water Technology   EOS (Entrepreneurial Operating System)   Gallup Q12 Engagement Survey   The Dream Manager by Matthew Kelly  How to Be a Great Boss: Gino Wickman, René Boer  Traction by Gino Wickman  Three Signs of a Miserable Job by Patrick Lencioni   Wellbeing at Work: How to Build Resilient and Thriving Teams by Jim Clifton (Author) & Jim Harter   People: Dare to Build an Intentional Culture (The EOS Mastery Series) by Mark O'Donnell (Author), Kelly Knight (Author), CJ DuBe' (Author)   Beyond High Performance by Jason Jaggard    Scaling UP! H2O Resources Mentioned  AWT (Association of Water Technologies)  Industrial Water Week  Scaling UP! H2O's Industrial Water Week Resources Scaling UP! H2O Academy video courses Submit a Show Idea  The Rising Tide Mastermind   Water You Know with James McDonald  Question: What are some reasons for softener resin beads to crack?    2025 Events for Water Professionals  Check out our Scaling UP! H2O Events Calendar where we've listed every event Water Treaters should be aware of by clicking HERE.     

What keeps a landscape company strong after six decades, and what has to change to keep growing?In this episode of The Landscaper's Guide, Jack Jostes visits Grand Rapids to talk with Jeremy Miller, owner of Miller Landscape, as the company approaches 60 years in business. Jeremy shares how a family-first culture, EOS, and clear roles helped the team move past a revenue plateau and build a scalable company where people can grow without burning out.You'll discover:How “Do What We Say We Will Do” shows up in hiring, operations, and customer experienceWhy EOS, role clarity, and a smaller leadership team reduced conflict and improved accountabilityThe scorecard metrics Miller Landscape watches weekly, including Google Reviews, and why reviews now drive buying decisionsHow a 10-year VTO to $20M, plus a focus on time, guides decisions and protects family lifeWhether you are running a $2M shop or building past $10M, you will hear practical ways to scale profitably while keeping your team and family front and center.Show Notes:Watch the full episode + see the transcript: https://landscapersguide.com/podcast/ Tell us where to send your beef jerky: https://landscapersguide.com/toolboxCheck out Miller Landscape: https://www.millerlandscape.com/See upcoming live and virtual events: https://landscapersguide.com/events

In this solo episode, Beka Shea shares the seven most important truths she wishes every CEO and leader knew about behavioral analytics. Drawing from over a decade of experience as both a client and consultant, Beka explains how behavioral science unlocks what motivates people, how leaders can avoid common mistakes, and why people strategy can never be delegated—it's the CEO's job.From understanding the science behind assessments to navigating opposites on your team, Beka outlines how to turn data into better leadership decisions. She breaks down how CEOs can use tools like Culture Index and frameworks like EOS® to align vision, people, and processes for sustainable growth.If you lead a business with 50–500 employees and want to make smarter people decisions, avoid common pitfalls, and build a team capable of scaling, this episode is packed with clear, no-nonsense insights you can apply right away.

This week, Leisa Fox and EOS Implementer Loraine Hardin reflect on three significant events that highlight the momentum of Iowa's business and manufacturing community: the Traction Table, the CBJ Manufacturing Conference, and the Manufacturing Masterminds tour at Seneca Foundry. Together, they explore the common challenges companies are facing—from workforce transitions to economic pressures—and the EOS tools and leadership strategies that are helping them adapt. Listeners will also hear behind-the-scenes stories from the Seneca Foundry tour, including the molten metal demonstration, advances in automation, and a focus on culture and succession. With themes of innovation, resilience, and leadership woven throughout, this episode offers valuable takeaways for anyone looking to strengthen their business and gain fresh perspectives on Iowa's manufacturing future. Find this show on your favorite app: https://iowapodcast.com/loraine-hardin

Brought to you by Diesel David and Main Street Warriors In this episode of Cherokee Business Radio, Joshua Kornitsky talks with Jon Wilhoit, a professional implementer of the Entrepreneurial Operating System (EOS). Jon shares his entrepreneurial journey and explains how EOS helps small to medium-sized businesses gain clarity, accountability, and healthy team dynamics. He discusses the EOS process, […]

In this episode, Rick Mayo welcomes back Jared Breen, VP of Real Estate and Studio Development, to discuss Jared's recent experience at a FranChoice conference. Although Jared's role is heavily operational, he was sent to pitch Alloy to franchise consultants--a job typically reserved for sales leaders.Jared not only held his own but stood out by presenting without notes, showcasing his deep understanding of the Alloy brand and process. This impressed consultants and positioned Alloy as a franchise built on operational integrity, not just flashy sales techniques.Alloy uses EOS to keep the entire team aligned and informed. Jared also reflects on how Alloy's core values and focus on helping franchisees win are what truly drive growth. Rick and Jared both emphasize that putting franchisee success first naturally fuels the business, eliminating the need for gimmicky sales strategies.The episode wraps with a recognition of Jared's performance and a shared excitement about maintaining this values-driven approach as Alloy continues to expand.Key TakeawaysIntro (00:00)Alloy's growing brand recognition at the conference (04:31)Jared's success pitching without notes (09:15)How EOS gives every team member full visibility (11:02)Core values and "helping people win" as drivers (13:50)Jared's reflections after returning from the event (15:43)Staying focused on franchisee success over gimmicks (17:57)Cautionary tales of sales-first franchise brands (21:54)Alloy's slow, sustainable franchise growth strategy (23:05)Additional Resources:- Alloy Personal Training- Learn About The Alloy Franchise Opportunity---------You can find the podcast on Apple, Google, Spotify, Stitcher, or wherever you listen to podcasts.If you haven't already, please rate and review the podcast on Apple Podcasts!

Cody Daniels shares his knowledge and strategies for tax in the construction sector and reflects on his entrepreneurial journey. He discusses the benefits and challenges of running a business, the importance of community, and managing strong personalities. Topics include common tax mistakes, construction accounting strategies, and compliance issues with retirement plans. Cody highlights the significance of EOS, quarterly goals, and balancing core tasks with growth and technology. He explores AI's impact on construction and accounting, business survival rates, and misconceptions about accounting and IT services, offering advice for contractors on tax management.

This week on Better Business, Better Life, Debra Chantry-Taylor sits down with Laurie Seymour, an EOS implementer, and Curtis Williams, her very first client and the owner of a thriving personal training studio.Curtis shares how the pandemic forced him to adapt, offering free Zoom classes that eventually evolved into a structured, scalable business model. Laurie, who found EOS after struggling with self-implementation, helped Curtis bring order and accountability into the business through tools like the Level 10 Meeting and the scorecard. Together, they reveal how EOS has transformed Curtis's gym into a model built for growth.The conversation also explores the personal side of their relationship, from Laurie regaining her health and strength through Curtis's training, to Curtis finding clarity and confidence as a leader. With insights on defining core values, staying the course with EOS, and planning for expansion, this episode is a masterclass in how structure and discipline create freedom.Whether you're running a small business or looking to scale, Laurie and Curtis's journey proves that with focus and the right tools, long-term success is well within reach.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/ ____________________________________________         GUESTS DETAILS: ► Laurie Seymour - LinkedIn ► Laurie Seymour - EOS Worldwide ► Curtis Williams - LinkedIn► Life Techs Fitness Episode 239 Chapters:   00:00 – Introduction   00:53 – Background of the Guests 01:35 – Laurie's Journey to Becoming an EOS Implementer 05:48 – Curtis's Introduction to EOS09:00 – Implementing EOS in a Personal Training Business 12:40 – Challenges and Solutions in Implementing EOS13:37 – Impact of EOS on Business Operations27:16 – Personal and Professional Growth27:47 – Tips for Business Owners41:12 – Final Thoughts and Future Plans 

What happens when a former high school math teacher turned builder decides to stop flying by the seat of his pants, and actually runs his business on a real system? Nikki chats with Loren Wood of Loren Wood Builders, who shares the raw, before-and-after story of implementing EOS (Entrepreneurial Operating System)

In this episode of the From the Hart podcast, Ed Hartinterviews Adam Hill, a professional EOS implementer and family business visionary. They discuss the transformative power of humor, the importance of community support in personal growth, and the challenges of navigating familydynamics in business. Adam shares his journey of overcoming alcoholism and leading his family's century-old business through significant transitions using the Entrepreneurial Operating System (EOS). The conversation emphasizes thevalue of relationships, the need for open communication, and the importance of preparing the next generation to create new value in family businesses.You can reach Adam Hill at adam@adamhillspeaker.com

Success isn't just about hustle—it's about surviving the chaos of growth.Jason Long knows this better than most. After building a 30-person agency, he lost it all in the 2008 crash, nearly died in a horrific car accident, and spent years rebuilding both his businesses and himself.In this episode, Jason and I get real about what scaling actually takes—the mistakes most entrepreneurs make, and the systems that separate struggling founders from professional CEOs.Here's what you'll hear:Why 80-hour work weeks are a badge of failure, not successThe accident that forced Jason to rebuild his brain—and his businessesHow private equity taught him the power of financial literacyThe frameworks he blends (EOS, OKRs, forecasting) to actually scale companiesThe mindset shift that frees entrepreneurs from burnoutThis one's raw, practical, and packed with lessons you can apply today.

Rani Dabrai is a Certified EOS® Implementer and the only one currently based in Ireland. She is a seasoned entrepreneur who started her first business at 25 and went on to lead ventures ranging from a global virtual assistant company to coordinating international trade missions for US governors and senators. After a successful exit, Rani served as Director of the World Trade Centre in Dublin, driving FDI and international trade. She now sits on UNICEF Ireland's advisory council and is a Senior Partner to the Monaco Foundry. In this episode… Understanding what lies beneath the surface of a team is one of the most overlooked aspects of leadership. Missed cues, unspoken frustrations, and unaddressed conflicts can quietly derail growth and morale. How can leaders better “read the room” to unlock stronger communication, trust, and results? Seasoned entrepreneur Rani Dabrai emphasizes the importance of emotional intelligence and the ability to tune into what's not being said. Drawing on her entrepreneurial journey — from founding a global virtual assistant company to coordinating international trade missions — Rani highlights the value of identifying gateway products, facilitating difficult conversations, and staying present with her teams. For her, long-term success depends on a leader's willingness to address hard truths, adapt to change, and leverage human connection even in an AI-driven world. Tune in to this episode of the Smart Business Revolution Podcast as John Corcoran interviews Rani Dabrai, Certified EOS Implementer at EOS Worldwide, about the power of reading the room in business. Rani shares how her upbringing shaped her emotional intelligence, the origins of her concierge company Miss Moneypenny, and how a drug dealer helped her discover her best marketing strategy. She also discusses EOS tools, team accountability, and the human advantage in the AI age.

Traction for Your Workplace Goals continues in episode 15 with EOS implementer Michele Mollard discussing the benefits of accountability.In fact, we learn that when there is accountability, there is partnership.Episode ResourcesMore InformationEmail MicheleEOS-Traction for Your Workplace Goals is a Livemic Communications production.

Daniel Angel of Apex Investments shares how he shifted from flips to ground-up construction, multifamily acquisitions, and a fixed-return Infinity Fund.In this episode of RealDealChat, Jack sits down with Daniel Angel, co-founder of Apex Investments, to discuss his journey from corporate finance to building a diversified real estate investment company in Atlanta.Daniel explains how Apex evolved from single-family renovations into ground-up construction, build-to-rent communities, and multifamily value-add acquisitions. He also introduces Apex's Infinity Fund, a fixed-return investment vehicle designed for accredited investors seeking certainty and flexibility.Key takeaways from this conversation include:Why Apex shifted from flips to ground-up construction projectsHow they balance “for sale” vs “for rent” housing productsThe pros & cons of single-family vs multifamily investingCommon distress points in multifamily acquisitions (and how to fix them)Why in-house property management is critical for long-term successThe Infinity Fund explained: fixed returns, shorter lockups, and investor flexibilityTrends in Atlanta's housing market and what to expect through 2025How Daniel leverages EOS and AI tools to scale efficiently

In this episode of the Model FA Podcast, host David DeCelle welcomes Andrea Schlapia, a certified EOS Implementer and founder of Ironstone Business Coaching. Andrea shares her extensive experience in the financial industry and her journey from advisor to coach, ultimately embracing the Entrepreneurial Operating System (EOS) to help advisory firms achieve clarity, accountability, and growth. Key Topics Covered: Andrea's background and the evolution of Ironstone Business Coaching What EOS is and why it matters for advisory firms of all sizes The six key components of EOS: Vision, People, Data, Issues, Process, and Traction How EOS helps firms manage complexity, avoid “idea overload,” and create organizational health The importance of getting leadership teams aligned and communicating the vision throughout the company Practical steps for implementing EOS, including the 90-minute overview, Focus Day, and quarterly/annual sessions Real-world case studies of firms that have transformed using EOS The value of structure and discipline in creating freedom and work-life balance Recommended resources: “Traction” and “What the Heck is EOS?” by Gino Wickman Connect with Andrea Schlapia: LinkedIn: https://www.linkedin.com/in/aschlapia/ Email: andrea@ironstonehq.com Ironstone Business Coaching: ironstonehq.com About the Model FA Podcast The Model FA podcast is a show for fiduciary financial advisors. In each episode, our host David DeCelle sits down with industry experts, strategic thinkers, and advisors to explore what it takes  to build a successful practice — and have an abundant life in the process. We believe in continuous learning, tactical advice, and strategies that work — no “gotchas” or BS. Join us to hear stories from successful financial advisors, get actionable ideas from experts, and re-discover your drive to build the practice of your dreams.  Did you like this conversation? Then leave us a rating and a review in whatever podcast player you use. We would love your feedback, and your ratings help us reach more advisors with ideas for growing their practices, attracting great clients, and achieving a better quality of life. While you are there, feel free to share your ideas about future podcast guests or topics you'd love to see covered.  Our Team: President of Model FA, David DeCelle If you like this podcast, you will love our community! Join the Model FA Community on Facebook to connect with like-minded advisors and share the day-to-day challenges and wins of running a growing financial services firm.

Rich Harshaw from Level 10 COntractor Talks with Tricia Drake About EOS worldwide. Reach Tricia at the Website: eosworldwide.com Tricia By Phone Tricia By Email  

This week on Spaghetti on the Wall, Armando welcomes Brian McRae—relationship strategist, coach, and partner with Giftology and the R.I.C.H. Relationship Society. Brian has spent over a decade helping professionals scale referrals and trust through intentional generosity and strategic connection. From hosting The Mastermind Project for 12 years to exploring an EOS-inspired pathway for a Giftology Certified Implementer model, Brian shares powerful frameworks you can apply immediately. We'll dig into how to use podcasts as a relationship flywheel, why generosity beats gimmicks, and how to revive a dormant brand or podcast the right way.

What does it take to manage 420 apartments and create a million memorable moments? On this episode, host Dan Ryan sits down with Sebastián Torres-Calderón, the CEO of Stay U-nique, an award-winning short-term rental company in Spain. Sebastián shares his journey from customer journey intern to CEO and reveals how implementing the Entrepreneurial Operating System (EOS) helped his company not only survive the chaos of COVID but quadruple in size. The conversation dives deep into how Stay U-nique uses data and technology to create a frictionless guest experience, the challenges of a rapidly evolving industry, and the political headwinds facing the short-term rental market. Sebastián offers a unique perspective on the debate between prohibition and regulation and provides a powerful case for why collaboration between the private and public sectors is the key to solving housing inventory issues.Takeaways: Track key metrics (KPIs) across all departments, not just leadership, to identify and address recurring issues. Use data to drive improvements in guest experience, operations, and communication.Use frameworks such as the Entrepreneurial Operating System (EOS) to set clear goals, break them into manageable projects (“rocks”), and review progress regularly. Involve the entire team in the process for maximum impact.Don't be afraid to make mistakes, learn, and adapt. Regularly test new approaches, measure their impact, and iterate quickly. Use technology to streamline operations (e.g., remote locks, cleaning apps) and enhance the guest experience, but ensure it remains personal and responsive.Success takes time and consistent effort. Focus on long-term growth rather than immediate results.Empower every team member with ownership of projects and clear goals to drive company-wide improvement.Quote of the Show:“To take that time and make it something that they will remember forever, and get to do that every day, that's amazing.” - Sebastián Torres-CalderónLinks:LinkedIn: https://www.linkedin.com/in/sebasti%C3%A1n-torres-calderon-serkovic-310044121/ Website: https://www.stay-u-nique.com/en/ Shout Outs:0:53 - World Travel Awards https://www.worldtravelawards.com/ 10:46 - EOS https://www.eosworldwide.com/ 12:02 - Airbnb https://www.airbnb.com/ 13:43 - Traction https://amzn.to/4fEGOTZ 13:43 - Gino Wickman https://www.ginowickman.com/ 14:53 - Mitcham Rentals https://www.mitchamgrouprentals.com/ 16:23 - Enrique Alcántara https://www.linkedin.com/in/enrique-alc%C3%A1ntara-b9623b/ 24:28 - What the Heck is EOS? https://amzn.to/4fGGXGC 40:49 - Sonder https://www.sonder.com/ 40:56 - Marriott https://www.marriott.com/default.mi 

Kiera and Kristy break down a few reasons why your practice might not seem (or might not be, period) to have any money. They touch on how to find your profit point, knowing your debt, staying on top of collections and AR, and more. Episode resources: Subscribe to The Dental A-Team podcast Schedule a Practice Assessment Leave us a review Transcript: The Dental A Team (00:00) Hello, Dental A Team listeners, this is Kiera. And today I have Kristy with me and I'm super excited because today is one of my favorite things to do as consultants and I call it office autopsy. ⁓ Don't worry offices, this is a mix of a few offices because believe it or not, offices think that they're on individual islands and believe it or not, you're not. ⁓ Multi-practices actually struggle, they actually do the same things that you struggle with. And so we just wanna make sure that we bring, we're not going to ever disclose who this office is.   We will mix a few offices together, but I think for people to see what the office's pain point was and then what as consultants were able to do. Kristy, we have some really fun ones. so Kristy and I decided we wanted to podcast today about some office autopsies of what, hopes to help more offices. So Kristy, welcome to the show today. How are you?   DAT Kristy (00:48) Good, thank you. Pleasure to be here.   The Dental A Team (00:50) Of course. Well, I'm super happy because I think the one that we run into a lot ⁓ is we call it cash flow row or cash flow woes, like whatever you want to talk about. But it's really when an office comes to us and they seem to not be able to figure out what's going on. ⁓ They feel like they're producing. Sometimes they're producing, sometimes they're not. So we'll kind of discuss like how to know if you're producing enough or not. But then they feel like they just like have no cash. And so giving some background.   Like I said, I'm going to blend a couple of practices together, but we have kind of going to do like two simultaneous ones. One practice was producing really, really well, but literally the owner felt like they had no money. We're talking like flat broke, felt like they were completely going to go under, had no money, but yet their production numbers were really good and their P &L looked really good. And we're just like, it showed on the P &L. I think, Kristy, you'll find this too, offices get so frustrated.   I got so frustrated and angry with my CPA when they said, well, Kiera, like according to the numbers, you have money. And I'm like, great, high five, jerk. I have no money in my bank account. Like it's the most infuriating feeling in the world of my CPA tells me I should have money, but there's no money. Flip that too on the other side when a practice isn't quite producing what they need to be producing to pay for their expenses. And they feel like they have no money and they are flat broke, which in reality that practice is flat broke because they need to produce more or they need to cut.   So we're gonna kind of dig on both sides of these with office autopsies of what we see, what we've been able to do. And let's start, Kristy, on the side of what do we do? Like, okay, first step, how do we find like the profit point? Like, how do we figure out what should an office be producing? Because I think that's also infuriating when doctors are like, but I'm just producing. I feel like I'm trying to out-produce my problems. Like, I don't know how to produce more. ⁓   how do you, Kristy, as a consultant, come in and help offices just gain that clarity? Because I think sometimes when we know the North Star and we know what we should be targeting, it actually becomes a lot easier to then build block schedules and then figure out what our overhead should be. But how do you help offices even dig into that? As point one to figure out, let's autopsy both of these practices, I think this is step one to really getting clarity.   DAT Kristy (03:00) Absolutely. I agree with you, Kiera. ⁓ The first step is to understand how much we're paying for things. What is the cost to keep the doors open? You know, we talk about overhead, right? But what is overhead? It's everything that we have to pay within a month. Rent, utilities, staffing, right? The other thing that I want to point out is many doctors don't include themselves in that. And I definitely want to pay them   The Dental A Team (03:16) you   DAT Kristy (03:30) Just like if they were an associate in the practice and so we want to include that in that overhead cost if you will and find that What I like to call profit point so we know where we're what's our? BAM right   The Dental A Team (03:48) bam, that bare ace minimum, like what do we have to   do? It's kind of like in real life. I mean, I think all of us have a bam in real life. You know what your mortgage or your rent is. You know how much it costs you to like do your groceries. You know how much daycare is, you know how much it costs you for like your Amazon spending. And some of those are fixed costs. So fixed are like your mortgage or your rent. You can't really change those. Those are fixed for you. Yes, like I get it. The semantics, we're not CPAs here. We're not like, that's not our world.   The semantics are can you change your rent? Potentially you could go find somewhere else. That is an option you could do. But most of the time those are pretty fixed. Just like our utilities are pretty fixed. You can be like my husband where literally our AC goes off at 6 p.m. at night. He freaking freezes us until 6 o'clock to save on these utilities until 9 o'clock. It drives me wild. I'm like in a hoodie freezing, shivering. And then the AC goes off and I'm like roasting. It's really entertaining because he wants to save the $3.   But genuinely speaking, like you're not really going to be saving on those fixed costs. are some fixed ones. Staffing is usually pretty fixed. However, we could add team members or take team members away. So therefore it's not as fixed. But like you said, Kristy, I think it's figuring out in a practice and agreed, doctors should be paid. Like nobody, think that that actually causes more stress for owners. If you don't even know what your paycheck is or you're just taking draws, because then how do you budget your life on a up and down volatile paycheck?   I think that creates a lot of stress versus like, okay, great. Let's just put you at a hundred grand or let's put you at whatever is a reasonable salary. Talk to your CPA. They'll be able to give you that. ⁓ And that can be agreed with Kristy. I like to pay you as an associate, but if right now the practice can't support that minimum should be a reasonable salary of say a hundred grand. So that way you can at least bank on that of getting that paycheck in your practice. Sometimes you have to adjust that, but generally speaking, if we at least give you some type of certainty and clarity,   that's going to help you then be able to budget your life around that too, in addition to budgeting your practice.   DAT Kristy (05:49) Absolutely. In fact, Kiera, sometimes even with startup doctors, I like them to even keep a spreadsheet of their production as if they were paying them as an associate. And then when they start to get profitable, we can back pay those wages. But definitely they have to take care of themselves first. ⁓ I've even seen where they get a little bit of animosity if not, right? Like, staff's driving these cars and they're getting their nails done and they're doing   The Dental A Team (06:00) Agreed.   Mm-hmm.   DAT Kristy (06:19) and I can't even pay myself. So I think it's very important that we understand what that is and work toward that, number one, if we're not there. And then if we are there, adding additional ⁓ percentage to that, which us as consultants can help guide that depending on your goals. If it's paying down debt, paying you as an owner doctor.   ⁓ And you know, we follow the EOS system, so adding those buckets for taxes and those sort of things that come up and we can be prepared for.   The Dental A Team (06:55) Yeah, no, I think it's brilliant, Kristy. And when you said that, I agree. You don't want to not be paid in your practice, because that gets, A, it's stressful, and B, it's annoying, and C, you've got all this debt on you. ⁓ But I also think when we're looking at our practices, there are pieces, so when doctors are like, I'm not getting paid, I just want to remind that sometimes we're being paid through things running through our practices. And so we've got to be careful, because that is,   Like if you didn't have your practice, you'd be paying for that out of pocket. And so that is technically part of your salary, doctors. And I don't want to be the like balloon pop girl over here. I do want to be realistic because a lot of times doctors are like, I'm not making money. And I'm like, but you forgot that these things are running through your practice. So you are being paid for those or those things are no longer coming to you, which is totally fine and legal. Talk to your CPA. Like we want you to do that. There's nothing wrong with it.   But when we're looking and we're like stomping our foot saying we're not being paid, sometimes I even have to remind myself of like, yes, but Kiera, if you didn't have the business, all those costs would be coming out of your W2 paycheck, not your business right off. So agreed with Kristy, when we're looking at this, step one is let's find that BAM, let's find that profit point, let's find out what you have to produce. And then from there, what we need to find out is also in addition to that, how much is our debt?   Because a practice should not have to be covering your debt, but you as a human needs to be covering your debt. So if your student loans, your practice loans, things like that, the practice isn't necessarily a poor performing practice. You just have all this excess of like, my gosh, I have to pay this off, which that's real life for you. And I think that's the difference of a CPA's bookkeeping for you versus your real life living through it. And I can tell you from personal experience, like this is very hard. Sometimes practice loans do go through your   your practice profitability. Again, this is pending on your CPA and how they recommend you do it. But most of the time your student loans and different things like that don't run through the practice. So, but you as a human need to have enough money to be able to pay for all those things. So I think it's finding out the practices, BAM, like Kristy said, finding out your personal BAM, because that might be different. And then from there, let's tack on 10 to 20 % beyond that. So let's say you know you've got to produce 50,000. Well, awesome. 10 % of that would be 55, adding   20 % excuse me, so 10 % of that is going to be an additional $5,000. To do 20 % of that's going to be an extra $10,000. So if I know I've got to do 50, I've either got to produce 55 or 60. Now that becomes much easier and I know beyond that I'm going to have 10 to 20 % leftover of the practice after everything's spent. Our ideal is to get it to where your 50,000 is 50 % of your practice and there's 50 % quote unquote profit beyond that. Now again,   that profit is a little bit funny because if we're doing a 50 % overhead and 50 % profit, doctor salaries usually are not included in that. If doctor salaries are included in that, then usually it's a 20 % profit at the end of that. So I know those two numbers feel a little like disjointed. They've been very disjointed for me. So if you're doing true overhead, we want it at 50%, 30 % doctor pay, 20 % profit. If you want to combine it all together, then it would be 80 % quote unquote overhead, 20 % profit. Now that 20 % profit though,   does technically pay for debt services. So watch that. You might need to scale down our 50 % down a little bit more or 80 % to then be able to offset that. So hopefully that wasn't too confusing for everybody. This is why we're consultants. This is why we help you. But I think when you understand like either need a 50 or an 80 % ultimate goals, we're trying to get 20 % cashflow at the end of the month. think for me, that's like the easiest thing. Like, okay, if I'm producing a hundred grand a month,   I want 20 % of that, so that's 20 grand. So like I'm trying to do easy numbers for all of you. I want 20 grand after everything's paid to still be remaining. Now, one other kicker as a business owner is that 20 % is also taxed. So don't forget that that gets taxed. So if you're at a 30 % tax bracket, well, you gotta take 30 % of 20 grand and then the rest of that you can spend. And this is why I think owners get so frustrated, because it's like, oh my gosh.   Like just tell me how much money I can have. And when I talked to a CPA and Kristy, I think you come across this, like our whole lives up until owning businesses, we've been paid at the W-2. So everything we got paid, we were able to use. Well, now as business owners, everything we're paid, we don't get to use. That's not the way the game works. ⁓ And it's due to write-offs and different pieces like that. So I think just knowing the rules of the game, I remember being so fresh with my CPA and I said, I like you're playing Monopoly with me. Like just tell me the dang rules.   So, and like, don't tell me like, no, you can't pass go, but you can pass go if you do X, Y, Z, but then like, no. So it's really, you've got to have a profitable practice of overhead. That's what we as consultants are really obsessed with. You also as an owner need to be responsible of how you spend. That's not to say you can't spend, but you do need to spend responsibly and you do need to set aside your taxes. And I think when you have all those pieces set up, then you can have guilt free spending because you're paying yourself.   Plus, you know what your true profit is. You've saved for taxes, you've saved for a rainy day, like Kristy was saying. We can put buckets into place to pay down more debt. You can put buckets in place for emergencies in your practice. You can put buckets in place for ⁓ vacations. I have a doctor I was just talking to on Alaska cruise and I was like, how's that bucket working out for you? And he's like, I love it, Kiera, you set it up for me. And I know how much I can spend on vacations. I know how much of my paycheck goes into that portion. He also used to spend an absurd amount on CE. So we set a true budget of how much CE money he could use.   But that's kind of where you then as owners aren't just trying to waffle through this and actually can figure out those profit points. And I do think, Kristy, like as much as we've belabored this so much at the beginning of this podcast, I feel this foundational piece is what makes owners crazy because they don't know the rules of the game. So they start spending all the money. Then you get this huge tax bill. Then you feel mad. Then you feel like you have no money when it's like, no, you did have money. just we accidentally spent it. So now we got to make up for it later because we didn't put these rules of the game into play.   Kristy, you might have a simpler way to do that. What are your thoughts around that?   DAT Kristy (12:49) No, I agree with you 100%. Otherwise, what I find is, you know, business owners, doctors, they just come up with this arbitrary number that they want to hit. But again, just because we're producing something doesn't mean we're profitable. And so they go together, but we have to understand the difference.   The Dental A Team (13:12) I agree. And I love that you said that because production feeds the ego and profit feeds the family. And so it does not matter what you're producing. And I agree with Kristy. It's like, I want to produce a hundred grand. I want to produce 200 grand. Well, high five. Let's help you do that. But on the flip side, let's make sure your expenses are there. And there's another practice I'm thinking of right now where they're like, we have no money. And I'm like, all right, if we have no money, truly it's let's do the checklist. Number one. Like, do you see me even scratch my head? I'm like, if you're not watching the video,   Just know when I hear people say, don't have money. I'm like, all right, it's either a production issue or a spending issue. It's one of the two. So just know those are the only two levers for when you're saying, I don't have money. It's either actually there's a third. There's technically a third. And that is a collection issue too, because we're either not producing enough. And if we are producing enough, we might not be collecting enough. And if we're doing both of those two things, then it's a spending issue. So let's break it down to this office autopsy. Kristy, let's go for a practice that is producing enough.   they don't have money, how did you fix or how did you find out that this practice had a collections issue?   DAT Kristy (14:14) Yeah, well number one we would look at.   How much was their net production and how much are they currently collecting? My minimum benchmark is always to be at 98 % or higher. Obviously, if we can get reservation fees to pre-collect on things, we may see that up a little bit higher. But if they're not at that 98%, what can we do to get them there? What's getting in the way? Is it patient? Is it insurance? Are we not submitting clean claims and getting them back in a timely fashion?   The Dental A Team (14:26) Agreed.   DAT Kristy (14:47) ⁓ But definitely that would be the first place to look.   The Dental A Team (14:51) Yeah. And so Kristy just said the benchmark. If you're not at 98 % collections, then there's a problem. Second piece is look at your AR and if you have more than one month's worth of production in your AR, we also know it's a collection problem. So when we diagnose on this practice, I remember we talked to a doctor and they're like, Kiera, I have no money. Kristy, I have no money. And I remember we're like, so actually you do have money. Believe it or not, the money is there. It's just sitting in uncollected amounts. So Kristy, you even went with another office and like they didn't have money and you just straight up called.   You like went with the office manager and you guys just picked up the phone and started calling on balances to get the money. And I really want doctors to know, and Kristy, I think this is the infuriating part as a consultant where I'm like, no, like you're producing well, you just have to collect the money that you're producing and don't like, don't even feel bad about it. So what do you do for teams that don't want to collect, that have these big ARs? Like what are a few simple steps? Like if that's my practice, I'm-   Hi, Kristy. I'm the doctor today. My team, this does not want to collect money and I feel like I can't pay any bills. What do you do in that scenario as a consultant, Kristy?   DAT Kristy (15:53) Yeah, well, I think we have to dig deeper into their own, like the team members own biases and what's getting in the way and get them comfortable to realize that we're not doing good by our practice and or patients if we're not collecting those balances. So, you know, really seeing what's the roadblock and let's work through it to overcome it because people deserve the care. Patients deserve to be healthy and   And part of that is also paying for the treatment, right? So just digging deeper, figure out what's getting in the way and helping them to overcome, create some verbiage for them to feel confident in being able to collect.   The Dental A Team (16:39) Yeah. And Kristy, I think you do an amazing job as a consultant. think this is where I love being consultants is like, you will actually help them sometimes call on accounts and help them see how easy it is. And ⁓ I also think when we're looking at AR, let's get our best bang for our buck. like, let's sort it to biggest balances and let's call on those first. Like, let's figure out different pieces. And like you said, there might be a myriad of reasons why your team members don't want to collect. don't think typically it's due to the fact that they don't want to collect. I think they're just scared. There's fear.   They're afraid of a patient being mad. They're afraid of not being able to explain the balance on the account. They might not understand why insurance is denying claims. Billing is a whole black hole, just so doctors understand, like there are a lot of nuances there. But I think on that side, if you are producing, like I remember this practice, they are producing like 150 to 200. And I was like, what do mean you don't have money? And we looked at the P &L and we're like, no, according to your P &L, you have money here. And we just realized it was a lack of collection process.   We implemented that Kristy, you helped this practice. They implement, they started collecting and now the doctor's like, wow, like two months later, I feel like I'm like happy as a clown because they literally have money now, but the money was there all along. And that's really like, I think a myth to dispel on this office autopsy is a lot of times the money is actually there. We're just not collecting. We don't have the correct processes in play to do correct insurance verification, to have better estimates, to collect in practice, to then have better ways that we are posting payments.   We don't have a process for how we're calling patients and insurance. And if you don't have that whole process dialed in, that can actually get really daunting for a practice. But Kristy, let's flip sides to the other dark side of this coin where they might not be producing enough. So like we said, it's either a production process, a collection process or a spending process. What do we do on the dark side where they're not producing enough? Like that's scary to me. So what do you do on that? I think there's like two zones here.   DAT Kristy (18:33) Yeah, absolutely. Well.   Number one, once we figure out that benchmark, typically, Kiera, we go and look at how much are they diagnosing, right? If we're looking to hit 100,000, we typically need to be diagnosing minimum three times that number ⁓ if we want to hit it, right? So where are we with diagnostics? And then where are we in case acceptance? how, if we are diagnosing that much, how much are we   actually getting patients to say yes to that treatment if you will.   The Dental A Team (19:09) Mm-hmm. And I think, Kristy, great point on that because it's twofold on this dark side of the coin of if we're not producing, are we diagnosing enough? And if we're diagnosing enough, are we closing enough? And those are two different people actually in this scenario. So doctors, have to diagnose. And if you're a doctor who's scared of diagnosing a couple tools, it's OK. I always tell doctors, it's your moral obligation to diagnose. As a patient, if you were to go in and there was someone who saw   Let's say you did a scan, I've had multiple MRI scans on my brain. Do you know how mad I would be at a doctor if they chose, because like they don't know if I can afford it, if I don't wanna hear the bad news or like whatever it is, they choose not to tell me what's on my brain or a broken bone or if I've got something in my blood work, I would be livid. And yet doctors, you're diagnosing, you're taking x-rays and if you're not telling these patients what's going on, ⁓ that's your moral obligation to do that. So if you're nervous about it, that's okay, I'm not here to tell you.   there's anything wrong with it. I just want to remind you that this is your moral obligation as a healthcare provider. So there's Pearl or Overjet of an AI solution that might be a solution for you ⁓ or just diagnosing one more thing than you normally would. If you're used to like watching, ⁓ that's okay. Maybe like just watch 75 % of it, but diagnose one of those things that you would normally watch and just notice patients don't get mad. They don't get angry. ⁓ Remember when you do get that frustration, it's just due to their expectations not being met.   So if you can even help them co-diagnose with you. So having your hygienist call out their perio numbers and let the patient know before they do it, like, hey, we're looking for the health of your gums, anything above a four, that's something that we need to watch if there's bleeding. And I'm gonna show you, so listen with me, you're gonna hear, ⁓ and then you'll be able to hear. Well, now that patient's listening actively with you of, wow, I heard like seven fours, or I heard like a six in there, now you don't have to try and teach them and say like, you've got perio.   They actually heard it and they co-diagnosed with you. You can show them x-rays of here's a healthy tooth. This is what a healthy tooth should look like. Now look at this tooth and what do you see? You guys, if there's decay in there, even the untrained eye usually can see that pretty big chunk of decay taken out of there or use intraoral photos to where that patient's co-diagnosing with you to gain the trust. And that actually makes it easier for you doctors, because then you're not teaching them. Or if you're like really nervous about it.   AI teaches them. Like it literally just puts the puts it up on there and you don't even have to hardly do anything other than just presenting it to them and educating them. So something simple there. And then if your team's not closing cases, amazing simple things like an NDT our handoff. next visit date, time, recare that can help tremendously. ⁓ having your team members track their treatment plans, having a consultant help them. Like we literally help listen to treatment plans, guide and give coaching on different ways that they can do it. So there's two ways if you're not diagnosing or producing enough.   that we can easily do that. And the next one would be a block schedule. Kristy, any other thoughts on that? Because I'm sure you've got pieces working with so many team members too.   DAT Kristy (22:06) Yeah, listening to you talk about the case acceptance, it's just hitting me that sometimes I think our fear is in telling them, but really if we take a step back and just include them in the process and figure out what are their long-term goals for their mouth and being able to speak to them in a relational way that...   The Dental A Team (22:23) Thank   DAT Kristy (22:29) really is flipping it to what is their goals and getting them what they want. I think that takes the pressure off of us telling the patient, right? And so, ⁓ truly, I think when we master this, it's a beautiful thing and you get patients to stick for very long time because they feel heard, right? And they still are in control of their care. So.   The Dental A Team (22:53) Totally, I agree with you, Kristy, and I love that you talked about like, they're part of the solution with you. And I agree, like, I can't as a treatment coordinator want this more than they do. It really has to be something that they're a part of. ⁓ And also just helping your team see, similar to doctors, when we're watching so many things, team members can accidentally be saying one or two words that's guiding a patient the wrong direction. We might be highlighting insurance more than we're highlighting total treatment. We might be putting emphasis on like your max on insurance or   Like we could just start with one thing because we're afraid of presenting total dollar amounts. All of those things are normal. That's like very normal. Your team's not struggling, team members listening. You're not doing anything wrong. Just highlighting that there are different ways that you can present it. And I call it like the sequence. So think about when you're back in high school and you had your locker combination. If your combination code was 321, you could put in the number 213 and your lock wouldn't open. You could also do 123 and it wouldn't open. You could also do 32...   three and it won't open. You can have the exact same numbers and just do them in the wrong combination and it won't open versus if we have the right pieces in the right combination, we actually get more case acceptance. So just realizing like what are my tools that I'm using? Am I putting them in the right sequence? Am I using the tools like insurance is a tool? It's a coupon. So let's maximize that, but it's not going to guide my treatment. Let's maximize getting full case acceptance. Let's maximize like Kristy said, knowing their ultimate goals and tying my treatment back to those ultimate goals.   just using the tools in the right sequence can also help with that case acceptance. Now, if you are a practice that's not diagnosing enough, I think that this becomes like a little bit of an ego check and I'm sorry to be the ego check day today, but it might be something where if we're not diagnosing enough and we are collecting and we're not producing enough, it might be time for us to look to see about cutting costs. And this is something where I don't love to have this conversation. However, bottom line is the practice has to thrive.   Otherwise we all will fail. And doctors like you won't be able to help your team. You won't be able to help patients. And ultimately your livelihood is on the line too. Nobody is happy in this scenario. So when an office is like, don't have money, great. We've looked to see, you diagnosing? We've looked to see, are we collecting? We've looked to see our case acceptance. Like let's check all the boxes. Flip side is what are we spending money on? Immediately I'm gonna go to anything that you no longer need in the practice. So I know we might have been in the glory days.   doing all these ITero scans. Well, guess what? Glory days are gone. We're no longer there. And I hate to be Debbie Downer, but the reality is we need to sell that. We need to get out of that contract. Anything we are not using in the practice, we need to cut those debts off of us. And this is just a yucky moment. And I'm sorry, but you've got to do it. And as a business owner, this is your job as a CEO is to watch the profitability of the business. Like you have to, and you have to make those hard cuts. And I will tell you, you do it one time. You're a lot more cautious on things you'll purchase in the future.   So we start cutting costs of things that are not paying for themselves. So if we've got extra equipment in the practice, if we've got other things that we can sell. Also, team members, we might have bulked. I've done this as a CEO, so I'm just gonna tell you, like, it was a really, really, really bad day when I realized I over-bulked anticipating something to happen in the practice, and I actually had to scale back and cut. That does not feel good, and it's something that we want to avoid. However, if we have ultimate, like, more team members than are necessary, or we could outsource to things,   I'm not here to say, determinate team members. Like we said, like we went through all the different scenarios, everything we possibly could do. But the reality is you may have bulked too much in a practice and you need to scale back and cut. And that's just a zone where you walk the walk of shame and you commit you're never going to do it again. But ultimately you have to get yourself to a profitable zone. You've got to look at your own spending. A doctor was like really struggling on spending and they had multiple credit cards. Consolidate those credit cards down to where you only have one. We pay it off every single time.   We look to see what other things we like work out deals with the lab or different people. ⁓ But you've got to be realistic. You might have to get a line of credit to get yourself out of it. You might have to take equity out of your home or your practice. Those are things I hate doing, but I also feel sometimes the pain of discipline is better than the pain of regret. And I would rather go through the pain of discipline and learning to like cut my costs and watch my costs and not hire. Like I might extra hire.   a hygienist. I might extra hire a treatment coordinator. Those are two players on my team that will actually generate revenue for me. And not to say assistants don't because assistants can, but I could get by with a Mr. Thurshy. Now, dentists, I know I'm going to get a lot of flak for that. The reality is you can do that for a short amount of time. And I just want to highlight like it's inconvenient, but it's also inconvenient not to have money to pay your bills. So like choose our heart on this. But this is a zone where like I heard a doctor and they were struggling and they   They spent like 10 grand on something unnecessary. And I'm like, that's a spending issue. That's a you issue. That's not a practice issue. And it's not a diagnosis issue. If you cannot produce what you have for your costs, it's like the person has to accept the fact that they bought too big of a house. Like you've got to scale down. You got to size down. And as much as that's an ego blow, that's also smart business ownership. So Kristy, that's my like soapbox. So doctors, like we said, it's first, let's make sure we're producing. Like, let's figure out our amount. have to, then we're going to check our production. Then we're going to check our collections.   Then we're going to check our diagnosis. We're going to check our case acceptance. We're going to check our block scheduling. Then we're going to go into any unnecessary costs that are on our PNL. ⁓ Look to see, there anything we could do to reduce costs? And then it's going to be, we've got to cut. And like, you've got to make that decision before you go under. ⁓ You owe that to your patients. You owe that to yourself and you owe that to your team. And it's a sad, crummy day, but it's part of business. Kristy, what are your thoughts?   DAT Kristy (28:27) Yeah, I think you nailed it. The only area we didn't uncover was you usually do have some unscheduled treatment that you may be able to tap into. And I would definitely explore that resource. But you nailed it, Kiera. I mean, you hit all of the boxes for sure.   The Dental A Team (28:46) So those are kind of like looking at a practice that says, I don't have cash. These are some of the ways to diagnose that we do within practices. And notice the very last thing that we went to was cutting. That's not our mission. That's not our process. And we're never going to tell you to cut somebody. That's going to be ultimately your decision. We're just going to remind you that as a CEO, that's part of your job. And I remember going through COVID, had a coach and she said, Kiera, you've got to have a list. You've got to have a list in your mind of like when things get tight, if they get there.   What are you going to do to make sure your business thrives and survives? And that has stuck with me when I realized like, that's why I'm paid a CEO salary. That's why I'm paid to make these hard decisions. That's why I ⁓ signed up to be a business owner. Like that's the hard side of success. Success has two parts of that coin too. There's the light side and the amazing side. And then there's the dark side that a lot of people don't talk about. So if you're looking at your practice and you're saying, I don't have cash, go through the checklist, Kristy and I just gave you. ⁓   And sometimes it does help to have a buddy in it with you, a consultant, somebody who's in it with you. Like Kristy, I think about the night that you picked up the phone with that office manager and you guys started calling, you called on accounts with them. I think sometimes not feeling alone in the process. think somebody pushing your team, because you're like, I don't know how to say this to my team. ⁓ Someone who can help guide them, someone who can help look at your diagnosis and help you diagnose maybe one more thing, ⁓ really can be an asset. And I call Kristy our money bloodhound.   If I have a practice on cashflow row, I'm like, all right, Kristy, I don't what you're gonna do, but girl, go to work and go start looking. And I think having an outside set of eyes, it's not sitting in there floundering with you, but can have a cool, calm, collected head, sometimes can be the most beneficial. So if you're struggling, reach out, we're here to help you. And it comes with no judgment. Kristy, don't think I've ever once heard you judge a single practice. You come with love, you come with open arms, and you come with solutions quickly.   to make sure they get there. So Kristy, any last thoughts you have for these practices who might be struggling, who are hearing this office autopsy being like, my gosh, that's been me, or my gosh, I feel like I'm headed that way. Any other thoughts you might have for them?   DAT Kristy (30:43) ⁓ Just again that you're not in it alone and having us to help ⁓ guide mentor and just make sure you have you know daily weekly monthly Systems in place and balance, you know a checklist balance. We got ya we can help   The Dental A Team (31:00) We do. do. Well, Kristy,   thanks for being on the office autopsy with me. Thanks for just loving our clients so much and helping them. I think that client who two years after you started helping say to us, I like have never been this free or like, my gosh, like this is what ownership should feel like. I think those are the wins that we live for as consultants of hearing you thrive, hearing your successes, hearing you have your dream life and not being so stressed, ⁓ even in possible situations that are stressful. So Kristy, thanks for being that consultant with us.   DAT Kristy (31:30) It's a pleasure. Thanks.   The Dental A Team (31:32) Of course, for all of you listening, don't be on cashflow row. Don't be struggling about these things. If you are part of any of the scenario, if you're like, my gosh, any of those things resonated, reach out. Hello@TheDentalATeam.com. Go to our website, click on TheDentalATeam.com book a call. Like truly it's a no judgment, just clarity, just momentum. Even if we can't help you, we've got resources. Even if you're not quite the right fit, that's okay. Like we will be there to support you. ⁓ but I think it takes courage to book the call. It takes courage to admit you need help. but there's so much freedom.   to know that you're not alone, that you're not having to do this alone and that there's somebody who truly can help you get out of the scenario and that's been there, done that and done it successfully many times. So reach out and as always, thanks for listening. I'll catch you next time on The Dental A Team Podcast.

0:00-25:29 – Query & Company gets underway on a Friday with a preview of today’s loaded show! Jake talks Colts vs Bengals preseason, High School Football and more before diving deep into the Colts’ failure to develop Anthony Richardson. 25:29-38:42 – ESPN.com’s Ben Baby, a Bengals beat writer, joins to preview the Colts vs Bengals preseason extraordinaire tomorrow afternoon. Ben reveals the Bengals plan with Joe Burrow, Ja’Marr Chase and other Cincy starters heading into the final exhibition game. He then gives his thoughts on the Trey Hendrickson debacle- could the Colts trade for the star pass rusher? Plus, they dive into Anthony Richardson losing the starting job to Daniel Jones. 38:42-44:36 – Jake closes out the first hour of the show. 44:36-1:09:15 – The second hour of the show gets underway with more on how the Colts failed Anthony Richardson. The Colts QB coach Cam Turner sounds like he has given up on the 3rd year player. Then, Jake fills the final spot of the show’s Fantasy Football league. 1:09:15-1:26:03 – The IndyStar’s Kyle Neddenriep, the top man on the high school beat, joins to preview the upcoming football season- which starts tonight across the state. Neddenriep gives his take on the top teams in central Indiana, the top players in the area & more to get you ready for Week 1. 1:26:03-1:31:28 – Jake closes out the second hour of the show answering texts on air from listeners! 1:31:28-1:54:55 – To start the third and final hour of the show, Jake takes callers for 20+ minutes! 1:54:55-2:09:35 – It's another edition of Franciscan Health’s Good for the Heart Friday as Jake speaks with a local hero- John Wheeler of Shelbyville’s Special Olympics team, who is trying to get Indiana to the national stage in Minneapolis next year. 2:09:35-EOS – Jake and JMV close out the show. Support the show: https://1075thefan.com/query-and-company/See omnystudio.com/listener for privacy information.