Podcasts about Eos

Want to launch a premium, high-margin consumable brand and work with us to bring it to market? Get on the waitlist for our next cohort: ► Capitalism.com Bootcamp: https://capitalism.com/bootcamp I sat down with Djamel, the co-founder of Organifi, who grew a superfoods brand from $1 million to $100 million in about four years. We break down exactly how it happened: a premium, high-margin product, affiliates paid 75% commissions when the rest of the industry paid 5%, customer data poured into Facebook ads, and the team and systems that turned a scrappy launch into a nine-figure business. None of this was an accident. It was manufactured, and you get the whole playbook. (0:00) The $1M to $100M question, with Organifi's co-founder (1:00) Where it started: Drew Canole and the done-for-you green juice (3:00) Going out of business: the data-driven Hail Mary launch (4:00) The decision that set them apart: making it actually taste good (6:00) Sold out in three days, and presales became a crowdsourced capital raise (7:00) Building the whole thing on Infusionsoft, before Shopify existed (8:00) The takeaway so far: build a small audience and aim for a $10K launch (9:00) The first million saves the company, then the audience taps out (11:00) ClickBank comes calling: first supplement, and the launch that blew up (14:00) Influencer marketing before it had a name, and the TikTok Shop parallel (15:00) The 75% commission unlock: pay affiliates like digital, win on the back end (17:00) How aggressive commissions took them to $5 million (18:00) Turning customer data into Facebook ads that scaled them toward $20 million (20:00) Why did everything work? The numbers made sense (22:00) Why margin matters: build a premium brand and race to the top (23:00) The hate for a $70 greens powder, and why premium customers are easier (25:00) Building the movement: community as the premium moat (29:00) From $20 million to $100 million: becoming a real operational business (30:00) Stacking traffic channels, and the podcast-ad advice that opened a new one (33:00) The systems behind the scale: EOS, OKRs, KPIs, and dashboards (34:00) Becoming a leader: from wrecking ball to human (37:00) The two hires that mattered most: his CMO and COO (41:00) Incentive plans: phantom stock valued against the future goal (44:00) Walking away from capital three times, and the "bladder rule of finance" (46:00) The chaos behind the scenes: algorithm swings, lost influencers, tight cash (48:00) Exiting without selling: replacing himself, burnout, and rediscovery (50:00) His $1M-to-$100M playbook: data, team, problem-solving (52:00) The belief you have to manufacture (55:00) Why the entrepreneur bug never leaves DISCLAIMER: The information contained on this podcast and the resources available for download/viewing through this podcast for educational and informational purposes only.

On today's episode, recorded live at the Dental Success Summit 2026, Dr. Mark Costes sits down with Gino Wickman, creator of the Entrepreneurial Operating System and author of Traction, Rocket Fuel, and Shine. Gino shares the lessons behind building EOS, the six essential traits of an entrepreneur, and why the right visionary-integrator partnership can transform a growing business.  They discuss how to find and evaluate an integrator, the five rules that keep the relationship strong, the most overlooked components of EOS, and the foundational tools dental leaders can begin implementing immediately. Gino also opens up about the deeper message behind Shine and why lasting success requires more than achievement alone. Be sure to check out the full episode from the Dentalpreneur Podcast! EPISODE RESOURCES https://www.truedentalsuccess.com Dental Success Network Subscribe to The Dentalpreneur Podcast

Welcome to HALO Talks, where host Pete Moore sits down with Rich Drengberg, CEO of EoS Fitness and a seasoned leader in the fitness industry. In a rare podcast appearance, Rich shares his journey from Gold's Gym SoCal to transforming EoS into a powerhouse of high-value, low-price gyms across the Sunbelt. Listeners will get an inside look at EoS's disciplined growth, the importance of industry relationships, lessons from private equity partnerships, and why knowing your brand's identity is crucial, straight from someone who's helped steer one of the fastest-growing health club chains in the country.  Whether you're an operator, investor, or fitness enthusiast, this episode offers invaluable insights on building teams, scaling strategically, and staying ahead in a competitive landscape. Regarding chosing the right partner when looking to sell, Rich states, "We were in a great situation when we went to market that we didn't have to sell, and we were able to kind of pick who we wanted to partner with. And it was an interview process both ways. And because of that, we were able to have our cake and eat it too." Key themes discussed Transition from Gold's Gym to EoS Strategic and disciplined growth decisions Importance of experienced teams and industry relationships Private equity influence and operational mindset shift Real estate strategy and anchor tenant positioning Staying true to brand identity amidst trends Partner selection and aligning with TSG for expansion A Few Key Takeaways 1. The Power of Sticking to a Clear Identity: Staying true to the company's vision and brand identity was emphasized as vital for long-term success. EoS avoided "chasing every trend" and only adopted changes that matched their strategic direction, which helped them avoid diluting their brand and losing their core audience 25:23. 2. Disciplined, Focused Growth Strategies: EoS's growth was marked by a disciplined approach to new markets and acquisitions. Opportunities were critically evaluated, and only those fitting their model (right location, box size, and alignment with EoS values) were pursued. This sometimes meant saying "no" to enticing deals that didn't fit the vision 05:10. 3. Mentorship and Learning from Experience: Rich credited much of his development and EoS's success to mentors like Bob Giardina and Bruce Bruckman. Their guidance helped shift his mindset from operating a handful of gyms to building a scalable platform, and highlighted the importance of focusing on real estate and bigger picture growth rather than getting bogged down in minor operational optimizations 12:29. 4. Building Relationships is Key to Expansion: Entering new markets and securing prime real estate depended heavily on building trust and relationships with landlords, developers, and REITs. Early on, EoS was not the first choice for many landlords, but through perseverance and relationship-building, they became a preferred anchor tenant 15:28. 5. Industry Know-How Over Outsider Expertise: The episode stressed that having a team with deep industry experience ("gym rats" as described) was critical. EoS's management came from fitness, not coffee chains or hardware stores, enabling them to make better, faster decisions pertinent to the unique demands of the fitness business 17:26. Rich Drengberg: https://www.linkedin.com/in/rich-drengberg-5923046/   EoS Fitness: https://www.eosfitness.com  Journey To A Billion Dollar Deal-2 Minute Financial Drill: https://www.youtube.com/watch?v=CQtaGUQIyxY  Integrity Square: https://www.integritysq.com Prospect Wizard: https://www.theprospectwizard.com Promotion Vault: https://www.promotionvault.com HigherDose: https://www.higherdose.com  

In this episode of Better Business, Better Life, Debra Chantry-Taylor is joined by Kris Snyder, Chief Advocate at Ninety.io, to explore how EOS® Powered by AI is helping leadership teams work smarter, run better meetings & build scalable businesses.Kris shares his journey from building five software companies & surviving the dot-com crash to becoming an EOS® Implementer & one of the driving forces behind Ninety.io. Today, the platform supports more than 18,000 companies & over 300,000 users, while staying grounded in the core principles of EOS®.A major focus of the conversation is how AI is transforming the way businesses use EOS®. Kris explains that AI is not replacing the EOS® process or the role of the EOS® Implementer. Instead, it removes administrative work, surfaces insights & helps leadership teams spend more time solving real business issues.Debra & Kris discuss how AI-powered tools within Ninety.io can improve meeting preparation, identify patterns, provide visibility into team performance & help leaders ask better questions. They also explore how Ninety.io is balancing innovation with the simplicity that makes EOS® so effective.Beyond technology, Kris shares why exit planning should begin long before a business owner is ready to sell. He explains how EOS® helps businesses become less dependent on the founder by building stronger leadership teams, clearer accountability & systems that allow the business to thrive independently.Throughout the episode, Debra & Kris reinforce that while AI can improve productivity & efficiency, lasting business success still depends on clear leadership, disciplined execution & meaningful human relationships.This episode is essential listening for entrepreneurs & leadership teams who want to understand how EOS® Powered by AI can improve meetings, strengthen accountability, simplify operations & build a business ready for the future. CONNECT WITH DEBRA:   ___________________________________________        ►Debra Chantry-Taylor is a Certified EOS Implementer® | Entrepreneurial Leadership & Business Coach | Business Owner►Connect with Debra: debra@businessaction.com.au ►See how she can help you: https://businessaction.co.nz/►Claim Your Free E-Book: https://www.businessaction.co.nz/free-e-book/___________________________________________      GUEST'S DETAILS: ► Kris Snyder – LinkedIn: https://www.linkedin.com/in/krissnyder/► Website – Kris Snyder: https://krissnyder.com/ Ep 281 Chapters:00:00 – Introduction47:04 – Transition to EOS and Ninety.io47:19 – Changes in Ninety.io and EOS Purity47:33 – Impact of AI on EOS and Ninety.io47:47 – Challenges and Opportunities in EOS Implementation50:11 – Planning for Exit and Personal Growth50:44 – Advocacy and Community Building53:26 – Final Thoughts and Tips

There is no shortage of founders who have read Principles or Traction. Far fewer have built their business around what those books teach, week after week, when it is inconvenient to do so. In this episode, Marcus Cauchi speaks with Keith Gillispie, founder of REI Automated, about the discipline of turning ideas into working systems, and why that discipline is harder than the ideas themselves. Why this conversation matters Most conversations about business systems focus on tools. This one focuses on behaviour. Keith didn't just read about principles, operating systems and delegation frameworks. He applied them, tested them, and kept refining them long after the novelty wore off. For founders who are drowning in advice but starved of consistent execution, this episode offers something more useful than another framework: a working model of what it actually looks like to follow through. Major discussion points Discipline over information. Keith names two books that fundamentally shaped his business: Principles by Ray Dalio and Traction by Gino Wickman. What sets his account apart is not the reading list but what he did with it: he built explicit, testable principles into daily operations, and adopted Wickman's Entrepreneur Operating System (EOS) as the structural backbone of how his business runs. Writing and testing SOPs. Keith's method for creating a standard operating procedure is deliberately unglamorous. Do the task. Write down exactly what you did. Follow your own instructions the next time and notice everything you missed. Repeat this three to seven times until the gaps close, then record a video walking through the process. Only then does a task become fit to hand to another person, or to an AI agent. Where AI should not go. Keith runs a company that sells agentic AI voice agents for real estate sellers, so he has a commercial incentive to promote automation. He was candid about its limits. When he tested his own AI on a negotiation for his own property, reaching the point where the AI pressed him on price, he found the experience uncomfortable. His conclusion: AI handles information well, but emotional, high-stakes conversations still need a human. Hiring as a discipline, not an event. REI Automated filters candidates roughly one hundred to one. Keith uses the GWC framework from Traction (get it, want it, capacity for it) to decide not just who to hire, but who to keep, and applies a consistent SOP-based interview and onboarding process across every role. Cadence over intensity. Rather than reviewing performance monthly, Keith's team submits short daily and weekly reports, which are read and responded to using Claude, and quarterly goals ("rocks") drawn from EOS. He argues that weekly management gives a business fifty opportunities a year to course-correct, against twelve for a business run monthly. The absence test. Keith takes one week off every month with no calls, texts or Slack messages. During a recent house move that disrupted his usual routine for roughly a month, revenue held within a thousand dollars of the prior month. He was candid that the business currently sustains itself well in his absence, though he is less certain it grows without him. AI as a thought partner, not a shortcut. Keith's team members are expected to bring Claude fully into their process, including drafting their own SOPs when Keith does not have time to write one himself. He was clear this only works because the AI has deep context on the business and because his people bring genuine critical thinking to the exchange, rather than treating it as a way to avoid thinking. A moment of disagreement. Marcus challenged Keith's use of performance improvement plans, arguing that everyone should effectively be on one from day one, and that needing to formalise one is often a sign management has let something slide. Keith pushed back, drawing a distinction between personal development and performance accountability, and defended his position with a clear rationale. Practical takeaways Before automating or delegating any task, do it yourself first and write the SOP from direct experience. Follow your own SOP repeatedly until you have found and closed the gaps, then record it on video. Review your business weekly, not monthly. You get roughly four times as many chances to correct course. Keep team communication in shared channels rather than direct messages, so ideas get scrutinised by more than one person. Test whether your business can run without you before you assume it can. Use AI to draft and challenge your thinking, not simply to execute tasks you have not fully worked out yourself. Memorable quotes "Sometimes in order to be helpful, you have to say the hard thing." "When we're dealing with information, AI is fine. When we're dealing with emotion, that needs a human touch." "You always have to take away before you can add." Books and resources mentioned Principles by Ray Dalio Traction by Gino Wickman Essentialism by Greg McKeown The Obstacle Is the Way by Ryan Holiday The 7 Habits of Highly Effective People by Stephen Covey Guest biography Keith Gillispie is the founder and CEO of REI Automated, which provides education, software and coaching to real estate investors on building automated, systemised businesses. He spent eight years on active duty with the US Marine Corps, during which he began investing in real estate and developed the systems-first approach that now underpins his companies. Subscribe If this conversation was useful, subscribe to TheInquisitor Podcast for more conversations that challenge conventional thinking on selling, leadership and building businesses that last.

Want our guidance to build and run your own marketing engine? Book a call with our team: https://call.contractordynamics.com/yt?utm_source=YouTube&utm_medium=Description&utm_campaign=7.16.26Get our FREE marketing course for contractors here: https://course.contractordynamics.com?utm_source=YouTube&utm_medium=Description&utm_campaign=7.16.26If you're a roofing company owner asking "what is my marketing actually doing for my business," this episode is for you.In this episode, Joseph breaks down what Contractor Dynamics is building for a new client: a Utah roofing company spending $5,000 to $15,000 a month on marketing with zero visibility into what's working. He walks through the exact onboarding process, how to find wasted ad spend fast, and the three things every roofing company should demand from their marketing.Key Takeaways for Contractors✔️ Why spending based on "how business feels" instead of data is costing you money every month✔️ The deep dive questions we ask before touching a single ad: revenue goals, product mix, ideal client avatars✔️ How a 12-month marketing plan gets broken into 90-day EOS quarters and weekly action items✔️ Why most roofing companies are wasting half their ad spend, and how to find it in the first 30 days✔️ The three things we guarantee inside 90 days: a custom playbook, weekly clarity, and a real-time ROI dashboardKey Timestamps00:00 Why untracked marketing spend is a guessing game01:39 What we build for every new client in year one02:39 The onboarding deep dive: goals, verticals, client avatars05:20 The weekly playbook and hands-on implementation support06:46 Finding wasted ad spend and quick wins in 30 days09:57 The 90-day guarantee: playbook, clarity, ROI dashboardIf you want to learn how Contractor Dynamics helps roofing companies build systems that connect marketing activity to revenue, watch this free video that walks through our entire system:https://www.contractordynamics.com/training/?utm_source=YouTube&utm_medium=Description&utm_campaign=7.16.26Ready to put this into action for your company?Schedule a Marketing Demo with our team and we'll show you exactly what needs to be built inside your roofing company to make the most of your marketing.

In this episode of Shed & Shine, Gino got a call. One of the original EOS implementers was moving on. As he drove home processing it, one thought led to another, and then another, until he landed somewhere he didn't expect.What does it mean to lose people, over and over, across a life that stretches to 120 years? Coworkers, friends, maybe even a spouse. His friend's 90-year-old mother has buried two husbands and found a third. His dad has watched entire social circles come and go from an independent living facility. Can you actually build that kind of resilience? And if you can't, what's standing in the way?He doesn't know what to call this one. But it did something for him. Maybe it will for you too. Timestamps00:00 Coping with Departures03:59 Long-Term Living Perspective07:28 Resilience in Relationships09:25 The Unnamed Episode's Point ABOUT THE 10 DISCIPLINES:The 10 Disciplines, founded by Gino Wickman and Rob Dube, is on a mission to help one million drivel leaders realize it's possible to be driven and have peace while making a bigger impact. We want to help you shed the barriers and layers that prevent you from creating the balance between impact and peace, and your True Self. Are you ready to be fully yourself, without the burnout? This space is for driven leaders ready to stop chasing and start aligning. If you're done hiding behind hustle, achievement, and expectations… and you're ready to reconnect with who you really are, you're in the right place. CONNECT WITH US❤️ https://www.instagram.com/the10disciplines❤️ https://www.linkedin.com/company/the10disciplines/ MORE RESOURCES TO HELP YOUR INNER WORLD JOURNEY❤️ https://www.the10disciplines.com/blog❤️ https://www.shedandshinepodcast.com ⭐️ https://www.the10disciplines.com/shine ✨ Find where you are in your True Self Journey: https://www.form.jotform.com/Developer763/true-self-mastermind-quiz

We sit down with Josh Sprague, founder of Orange Mud and Seven Clay, to unpack the hard pivot from jack-of-all-trades operator to disciplined builder. He shares how a simple birthday joke at his office turned into a serious wake-up call, and why implementing EOS, org charts, and SOPs let him stop being the bottleneck without lowering standards.From there we go deep on the craft behind endurance gear. Josh explains the biomechanics that drive a truly stable hydration pack, why stability prevents chafing, and how fabric choices, breathable spacer mesh, ripstop nylon, and YKK zippers add up to durability you can trust for long trail runs, ultramarathons, gravel rides, and adventure races. He also tells the unfiltered startup story: ugly early prototypes, the mystery of tech packs, factories that will not call you back, and how one good connection can change everything.We also tackle the complicated economics of “Made in USA” versus overseas production, plus the exact kind of frustration that sparks new companies. When local shops could not deliver quality embroidery, Josh built Seven Clay and scaled it nationwide. If you care about product design, manufacturing, small business scaling, customer feedback loops, and endurance performance, this conversation delivers real decisions, not vague motivation. Subscribe, share this with a founder or athlete friend, and leave a review with your biggest takeaway: where are you still being the “fixer” in your own life?Website:https://www.orangemud.com/?srsltid=AfmBOorJsXpTkD5q-ZFa8rT3EU-qgw4jKNmhh79Eo2LUkrk3otAxOc5RInstagram: @orangemudhttps://www.instagram.com/orangemud?igsh=eXhiNWxyZXVvazI1@sevenclayhttps://www.instagram.com/sevenclay?igsh=eGNoYzIzY2NrZmIwShoutout to:Josh SpragueThe Sprague FamilyAg-Gear Store https://www.aggearstore.com/Use Code: Milesmountains For 15% Off Raising Awareness:Missing and Murdered Indigenous Women (MMIW)Mental Health Send us Fan Mail

How is Australia's defence industry accelerating innovation to keep pace with rapidly evolving threats, from autonomous drones through to directed energy weapons? In this episode of the Defence Connect Spotlight podcast, host Robert Dougherty is joined by Lee Kormany, executive vice president Electro Optic Systems Defence Systems Australia. The discussion builds on a recent $5.7 million contract announcement from the federal government that EOS Defence Systems will develop the R400 SLINGER counter-uncrewed aerial systems capability, under the Advanced Strategic Capabilities Accelerator's Mission Syracuse. The pair explores how EOS has adapted its remote weapon systems to address emerging aerial threats, the importance of rapid capability development and why collaboration between Defence, industry and academia is becoming increasingly critical to the sovereign industrial base. Kormany also examines how artificial intelligence, directed energy and software-enabled hardware are shaping the next generation of defence capabilities. She highlights the importance of practical innovation that delivers operational outcomes rather than simply demonstrating technological potential. The podcast conversation includes the following topics: How EOS transformed its R400 remote weapon station into an effective counter-drone capability through rapid engineering innovation. Why directed energy weapons and high-energy lasers are becoming increasingly important for modern defence operations. The need to accelerate capability development and deliver operational systems at the pace of evolving threats. The role of collaboration between Defence, industry and academia in developing sovereign Australian capability. How Australia's Defence Industry Development Strategy, AUKUS Pillar 2 and workforce initiatives are helping shape future defence innovation. The growing role of artificial intelligence, autonomy and software-defined systems in supporting faster and more informed military decision making. Finally, the conversation examines how sovereign manufacturing, export growth and practical engineering innovation are positioning Australian industry to deliver advanced defence capabilities at home while supporting international partners in an increasingly contested strategic environment. Enjoy the podcast, The Defence Connect Spotlight team

Rural Health News is a weekly segment of Rural Health Today, a podcast by Hillsdale Hospital. News sources for this episode:  Center for Healthcare Quality and Payment Reform, “Stopping the Loss of Rural Maternity Care,” June 2026, https://chqpr.org/downloads/Rural_Maternity_Care_Crisis.pdf. Stephanie Armour, “New Disease Threats Follow Trump Administration's Health Program Cuts,” July 2, 2026, https://kffhealthnews.org/public-health/new-disease-threats-follow-trump-administrations-health-program-cuts/, KFF Health News. Grace van Deelen, “Trump Administration to Remove Hundreds of Deep-Ocean Observation Instruments, Dismantling $368 Million Program,” June 3, 2026, https://eos.org/research-and-developments/trump-administration-to-remove-hundreds-of-deep-ocean-observation-instruments-dismantling-368-million-program, Eos. U.S. Department of Agriculture, “USDA Confirms Presence of New World Screwworm in the United States,” June 3, 2026, https://www.aphis.usda.gov/news/agency-announcements/usda-confirms-presence-new-world-screwworm-united-states.  Nikhil Ranadive, M.D. Et al., “CDC Operational Guidance for Investigating Locally Acquired Mosquito-Transmitted Malaria,” May 21, 2026, https://www.cdc.gov/mmwr/volumes/75/rr/rr7501a1.htm.  Sarah J. Topping, “Statement from the Southampton Town Trustees Regarding Vibrio Vulnificus,” April 23, 2026, https://www.southamptontownny.gov/DocumentCenter/View/46859/04-23-2026-Trustees-Press-Release---Statement-from-the-Southampton-Town-Trustees-Regarding-Vibrio-vulnificus, Town of Southampton Board of Trustees. Rick Mayer, “Florida is up to eight cases of Vibrio vulnificus – so-called 'flesh-eating bacteria' – in 2026,” June 12, 2026, https://www.wusf.org/health-news-florida/2026-06-12/florida-is-up-to-eight-cases-of-vibrio-vulnificus-so-called-flesh-eating-bacteria-in-2026, WUSF.  Amy Maxmen, “‘We Live With Fear': In Congo, Doctors Face Ebola With Little Protection,” June 5, 2026, https://kffhealthnews.org/public-health/ebola-congo-virus-outbreak-drc-africa-health-workers-bundibugyo/, KFF Health News. U.S. Agency for International Development, https://oig.usaid.gov/. Molly Castle Work, “Minnesota's ‘sprint medic' pilot program aims to get paramedics to rural emergencies faster,” July 1, 2026, https://www.mprnews.org/story/2026/06/30/minnesotas-sprint-medic-pilot-program-aims-to-get-paramedics-to-rural-emergencies-faster, Minnesota Public Radio News. Rural Health Today is a production of Hillsdale Hospital in Hillsdale, Michigan and a member of the Health Podcast Network. Our host is JJ Hodshire, our producer is Kyrsten Newlon, and our audio engineer is Kenji Ulmer. Special thanks to our special guests for sharing their expertise on the show, and also to the Hillsdale Hospital marketing team. If you want to submit a question for us to answer on the podcast or learn more about Rural Health Today, visit ruralhealthtoday.com.

In this episode of Better Business, Better Life, Debra Chantry-Taylor sits down with Niki Wilson, founder of Snapline Systems and Professional EOS Implementer®, to explore the challenges of attempting to self-implement EOS and why many leadership teams ultimately realise they need external support.Niki shares her journey as the first employee of a fast-growing software company, where she worked closely with an inspiring Visionary owner to help scale the business. As the company grew, clarity around roles, priorities & accountability became increasingly difficult.Together, Niki & the owner recognised that EOS® was exactly what the business needed. Like many leadership teams, they initially chose to self-implement, believing they could learn & apply the tools themselves.While self-implementing EOS® created significant improvements, Niki explains that it also revealed its limitations. Leadership time that could have been focused on growing the business was instead spent facilitating sessions, learning the process & keeping everyone aligned.Eventually, they realised that bringing in an objective EOS® Implementer could accelerate progress, challenge assumptions & allow the leadership team to focus on leading rather than facilitating.A major theme throughout the conversation is the power of the Accountability Chart®. Niki describes it as one of the most transformational EOS® tools because it creates clarity around roles, responsibilities & expectations. Rather than organising people around job titles, the Accountability Chart® helps leadership teams build the structure the business actually needs to achieve its vision.The discussion also covers the impact of the Level 10 Meeting®, the EOS® Proven Process & why consistent execution is far more valuable than trying to customise or shortcut the system. Throughout the episode, Niki emphasises that EOS® is not simply a collection of business tools. It is a complete operating system that delivers the greatest results when followed as designed.This episode is essential listening for entrepreneurs considering self-implementing EOS®, leadership teams looking to create greater clarity & accountability, & business owners who want to understand when bringing in an experienced EOS® Implementer can dramatically accelerate their journey towards Vision, Traction, Healthy™. CONNECT WITH DEBRA:    ___________________________________________         ►Debra Chantry-Taylor is a Certified EOS Implementer | Entrepreneurial Leadership & Business Coach | Business Owner ►Connect with Debra: debra@businessaction.com.au ►See how she can help you: https://businessaction.co.nz/ ►Claim Your Free E-Book: https://www.businessaction.co.nz/free-e-book/ ___________________________________________       GUEST'S DETAILS: ► Niki Wilson – LinkedIn: https://www.linkedin.com/in/niki-t-wilson/ ► Website – EOS Worldwide: Niki Wilson, EOS Implementer, New Orleans | EOS Implementer | EOS Worldwide Ep 280 Chapters: 00:00 – Introduction00:51 – Nikki Wilson's Background and EOS® Journey 03:22 – Challenges of Self-Implementing EOS® 03:36 – The Role of the Accountability Chart® 05:22 – The Impact of EOS® Tools and Meetings 10:55 – Focus Day and the EOS® Proven Process 18:59 – The Role of an EOS® Implementer 21:39 – The Visionary–Integrator Dynamic 27:36 – The Power of the Issues Solving Track (IDS) 31:33 – Top Tips and Tools for Success

Before he built one of the biggest names in youth sports training, Will Bartholomew was a walk-on at the University of Tennessee trying to survive fall camp with a quarterback named Peyton Manning. In this episode, the D1 Training founder sits down with Eric Malzone to trace the whole arc — training athletes in an open field back in 2002, opening a patio-carpet-and-turf gym with racks he screwed together himself, and slowly turning that into a franchise system now closing in on 220 locations nationwide. Will gets honest about the messy middle: no point-of-sale system at location two, why D1 doesn't open on Sundays, selling off 27 real estate properties and a physical therapy business to go all-in on the gym he actually loved, and the advice from his father that changed everything — "never scale anything until you've scaled it yourself." He also digs into what makes a great youth strength coach today, how D1 uses radical transparency and scorecards to keep coaches bought in, why he thinks the $115 billion youth sports market is still in its first inning, and the balance every sports parent is chasing between competing hard and keeping the game fun. Whether you're a gym owner thinking about franchising, a coach trying to build a real career in strength and conditioning, or a parent navigating the youth sports world, this conversation is packed with hard-earned lessons from someone who's lived every side of it.

Chantel Soumis, Head of Marketing and Partnerships at Franchise Empire, joins host Brendon Dennewill to challenge how brands are approaching AI, customer engagement, and content strategy in 2026. With two decades of experience as a fractional CMO and franchise marketing leader, Chantel makes the case for human-first marketing, a structured listening tour approach, and a deliberate "anti-AI policy" that protects brand trust. If you lead marketing, revenue, or operations in a franchise or multi-location brand, this episode will reshape how you think about consistency, differentiation, and the real cost of getting it wrong.What You'll LearnWhy your customers are your brandThe case for an anti-AI policyWhat the EOS framework reveals about marketing gapsHow listening tours shape content strategyThe hidden cost of AI-generated brand damageWorking Genius and right-seat leadershipCAC and LTV as the marketing "holy grail"Resources MentionedEOS (Entrepreneurial Operating System)The Six Types of Working Genius by Patrick Lencioni Who Not How by Dan Sullivan HubSpot Culver's Frozen Custard Franchise Business Review (FBR) Survey Vistage Is your business ready to scale? Take the Growth Readiness Score to find out. In 5 minutes, you'll see: Benchmark data showing how you stack up to other organizationsA clear view of your operational maturity Whether your business is ready to scale (and what to do next if it's not)Let's ConnectSubscribe to the RevOps Champions NewsletterLinkedInYouTubeExplore the show at revopschampions.com. Ready to unite your teams with RevOps strategies that eliminate costly silos and drive growth? Let's talk!

Dismantling the "Heroic Lawyering" Trap: Architectural Systems and Financial Scaling with Brooke LivelyIn a recent episode of The Thoughtful Entrepreneur Podcast, host Josh Elledge sat down with Brooke Lively, the founder of Scaling Law, to unpack the structural vulnerabilities that routinely stall the valuation and equity growth of independent legal practices. Brooke, an elite financial strategist, operational consultant, and corporate author, details how traditional legal founders succumb to "heroic lawyering"—a destructive operational loop where the firm's owner acts as the centralized bottleneck for every legal document, administrative choice, and frontline client interaction. This conversation serves as an essential strategic manual for law firm owners and mid-market professional services executives who want to leverage the Entrepreneurial Operating System (EOS) to eradicate micromanagement, build automated workflow pipelines, and transition their firms into self-sustaining corporate assets.The Operational Architecture: Standardizing Legal Governance and Scaling Non-Founder Dependent FirmsThe primary constraint holding back a boutique or mid-market law practice from scaling past its current revenue ceiling is almost always an educational and cultural mismatch: attorneys launch firms because they possess premium legal acumen, yet they rarely inherit the systems-engineering background required to run an efficient enterprise. Running a professional service firm without explicit structural guardrails naturally breeds a culture of learned helplessness across the labor infrastructure, as staff members routinely abandon individual initiative when they assume the owner will manually review or redo their work. This centralized workflow reliance introduces massive administrative debt and severe executive burnout, which ultimately caps client capacity and compromises long-term enterprise valuation. True operational scale is achieved only when an organization implements a clear corporate playbook that transitions the business from a stressful, solo-led environment into a highly structured, data-driven system.Implementing the Entrepreneurial Operating System (EOS) within a law practice effectively decentralizes authority by establishing an ironclad Accountability Chart that separates functional roles from subjective job titles. Rather than allowing trivial micro-tasks to consume executive cognitive capacity, leadership must establish a weekly scorecard to track leading performance indicators—such as new client acquisition velocity, active billable hour production, and ongoing collection rates. Replacing intuitive, gut-level management choices with visual data dashboards allows cross-functional legal teams to solve internal operational bottlenecks independently during structured Level 10 Meetings. When an organization standardizes its core legal workflows into repeatable checklists and digital templates, it removes personal bias from daily client delivery, ensuring the firm maintains its premium brand consistency even when the founder is completely absent from the boardroom.Sustaining a premium, high-valuation legal practice over multiple decades demands that firm owners actively look past revenue milestones to focus fiercely on baseline profitability, succession frameworks, and peer accountability. Building an intentional legal community designed specifically for firms self-implementing or optimizing their structural governance enables visionary owners to exchange localized operational templates and insulate their bottom lines against marketplace shifts. Shifting the executive mindset toward building a sellable, transferable corporate asset increases the firm's open-market equity while actively reducing the extreme systemic stress often associated with the legal sector. When data-driven financial leadership, automated workflow pipelines, and supportive peer networks are synthesized into a single architecture, a firm safely expands its market share and functions as a predictable, high-performance wealth vehicle.About Brooke LivelyBrooke Lively is the Founder of Scaling Law, a premier corporate financial consultant, an international speaker, and an expert system implementer specializing in law firm optimization. Drawing from a deep analytical background in corporate valuation, fractional executive leadership, and organizational design, Brooke focuses on helping attorneys transition from stressed-out practitioners into visionary business CEOs. She is the author of Scaling Law: How Visionary Law Firm Owners Use EOS to Build Value and Plan Their Exit, providing legal executives with clear, actionable strategies to eliminate administrative debt and scale profitability.About Scaling LawScaling Law is an elite professional services consultancy and leadership advisory firm engineered to guide law firm owners through rapid organizational and financial transitions. The company specializes in delivering comprehensive business posture assessments, custom EOS implementation frameworks, litigation workflow engineering, and strategic succession planning resources. Through specialized multi-unit data analysis, peer mastermind ecosystems, and structural accountability blueprints, Scaling Law enables small-to-mid-sized legal enterprises to remove operational scaling debt and predictably command premium market authority.Links Mentioned in This EpisodeScaling Law Official Website: scalinglaw.comBrooke Lively on LinkedIn: linkedin.com/in/brookelivelyKey Episode HighlightsThe Heroic Lawyering Trap: Identifying the hidden operational friction points and administrative bottlenecks that emerge when a founder handles all daily business decisions.The Data-Driven Legal Scorecard: Transitioning away from subjective gut-level management to track weekly metrics covering billable hours, customer acquisition, and cash collections.Eradicating Learned Helplessness: Building an EOS Accountability Chart to foster absolute psychological ownership and clear team responsibility across all management tiers.The Structure-First Success Mandate: Standardizing and documenting recurring case workflows into clean, repeatable digital checklists to insulate business margins.The Succession and Exit Playbook: Designing an autonomous professional services infrastructure to maximize enterprise value for future investors, buyers, or partners.ConclusionThe conversation with Brooke Lively reinforces that scaling a law firm sustainably requires an intentional balance of operational standardization, precise financial metrics, and a total shift in executive philosophy. By standardizing internal corporate governance, shifting daily decision-making rights to specialized management tiers, and ruthlessly protecting automated system infrastructure, legal leaders can successfully transform a volatile practice into a highly structured, self-sustaining corporate asset.More from The Thoughtful Entrepreneur

Scott's book is called, "The Entrepreneurs Field Guide - Design your life before someone else does it for you!" but in fact, you could insert any other phrase in there - 'your year', 'your day', 'your business' etc.Success isn't rocket science. It's all about getting clear on what you want and focusing on it. Take a moment and ask yourself, what would happen if you set huge ambitions and designed your life around making these things real?So, as we head into the New Year, have you planned out what you want that year to look like.Are you serious about what is truly important & have blocked time out for it in your calendar?Do you know the optimal number of days that you want to work in the year?Have you planned out all your holidays & family events?Are you choosing the people you spend time with?Do you fire friends who don't share the same values?Do you use the delegate & elevate tool to decide what's important to you in your personal life?In this episode, Scott shares how he plans out his year to suit his life, how he uses the EOS People Analyser to decide which family & friends fit into his 5, 15, 150 model & how he uses the Delegate & Elevate tool to understand what he should spend his time doing.If you're ready to this year your best year yet then you listen in & hear how the EOS tools can help you to design your year before someone else does it for you!

Why do some startups accelerate while others, with equally talented teams and strong ideas, struggle to gain momentum? In this episode of The Valley Current®, host Jack Russo sits down with EOS Implementer Theo Panopoulos to uncover why so many promising companies stall before reaching their potential. Drawing on his experience building and exiting a successful 20-year business, Theo explains how the EOS framework helps organizations align vision, create accountability, and build healthy teams that can execute at a high level. He also tackles one of the most uncomfortable realities in business: what happens when the founder or CEO becomes the bottleneck? From startup teams to venture capital-backed companies, this conversation explores how disciplined leadership and honest conversations can turn momentum into lasting traction. https://implementer.eosworldwide.com/theo-panopoulos/ Jack Russo Managing Partner Jrusso@computerlaw.com www.computerlaw.com https://www.linkedin.com/in/jackrusso "Every Entrepreneur Imagines a Better World"®️  

Your team is leaving money on the table. Let's fix that. For 8 years, Weaver Sales Academy has helped 17,000+ insurance professionals sell more and close better. Ready to level up your team for Q3 & Q4?

0:00-14:03 – The Fan Morning Show starts on a Thursday with guests hosts Jason Hammer & Scott Long. The topics of the day start with the United States Men's National Soccer Team beating Bosnia-Herzegovina 2-0 last night, and the Pacers signing former 76er Wing Kelly Oubre Jr. 14:03-25:48 – Greg Rakestraw, soccer extraordinaire, joins to talk the United States men's soccer win. 25:48-EOS – Hour 3 of The Fan Morning Show gets underway with The Fan's own JMV talking all things Indy Sports and NWA. Morning Checkdown Support the show: https://1075thefan.com/the-wake-up-call-1075-the-fan/See omnystudio.com/listener for privacy information.

0:00-14:03 – The Fan Morning Show starts on a Thursday with guests hosts Jason Hammer & Scott Long. The topics of the day start with the United States Men's National Soccer Team beating Bosnia-Herzegovina 2-0 last night, and the Pacers signing former 76er Wing Kelly Oubre Jr. 14:03-24:48 – Best college football crowd songs after Country Roads went wild yesterday in the USMNT Soccer win. Morning Checkdown 24:48-47:13 – The NBA takes over the topic of conversation as the Pacers sign Kelly Oubre Jr, and the Boston Celtics make a puzzling move- trading MVP candidate Jaylen Brown to Philly for PAUL GEORGE. 47:13-1:15:04– Hammer and Scott start Hour 2 of The Fan Morning Show playing the best piece of audio you will hear all day. Morning Checkdown 1:15:04-1:26:51– Greg Rakestraw, soccer extraordinaire, joins to talk the United States men's soccer win. 1:26:51-1:34:27– Hour 2 ends with The Degenerate Special, betting on Joey Chestnut's upcoming performance in the Hotdog Eating Contest this weekend. 1:34:27-2:02:02 – Hour 3 of The Fan Morning Show gets underway with The Fan's own JMV talking all things Indy Sports and NWA. Morning Checkdown 2:02:02-2:20:24 – Former Indiana Pacer Scot Pollard joins to talk about his heart transplant and how life is going right now with a new heart. 2:20:24-EOS– Jake Query, who takes over at 10 a.m., joins for some cross talk ahead of Query & Company to close out The Fan Morning Show. Support the show: https://1075thefan.com/the-wake-up-call-1075-the-fan/See omnystudio.com/listener for privacy information.

WhatsApp testa mudança que pode exibir mais anúncios no app. Falha no Microsoft Defender permite controle total do sistema a invasores. PS6 deve ser lançado em 2028, indicam analistas após fim da mídia física da Sony. ZeroDelay: extensão para navegadores promete reduzir atraso na Copa do Mundo. Assassin's Creed e mais! Confira os lançamentos de games de julho. Google lança Nano Banana 2 Lite para criar imagens de IA mais rápido. Keeta anuncia entrega diferenciada para pizzas e comida japonesa e Microsoft prepara nova onda de demissões e Xbox está entre as áreas afetadas.

From buying his first fourplex in Albuquerque for $117,000 to helping build a portfolio of more than 2,700 apartment units and 100,000 square feet of industrial real estate, Jens Nielsen shares why hiring property management on day one, picking the right investors, and getting visionary owners out of their own way matter more than chasing the next deal. In this episode of the DealQuest Podcast, host Corey Kupfer sits down with Jens Nielsen, a commercial real estate investor, operator, and business coach based in Santa Fe, New Mexico. Jens spent 27 years in IT and telecom before transitioning to full-time real estate investing, raising over $10 million in private capital across more than thirty deals. He now works with entrepreneurs across industries to improve execution, leadership, and scalability. WHAT YOU'LL LEARN: Why hiring property management before closing your first deal can save your sanity, how to spot the wrong investor before money changes hands, and why the visionary owner refusing to let go is the biggest blocker to growth in most companies. Jens also explains his pivot from multifamily to light industrial when rates climbed in 2022 and 2023. JENS' JOURNEY: After 27 years in corporate IT and telecom, his mother's passing at age 52 became the catalyst for Jens to seek freedom and disconnect his time from his income. In 2016 he bought his first commercial deal, a fourplex in Albuquerque, New Mexico for $117,000, and hired property management on day one because he lived four hours away in Colorado. His first syndication followed in 2018 with a 38-unit property and five partners. He and his partners have since built a portfolio of more than 2,700 apartment units and over 100,000 square feet of industrial real estate across multiple states. KEY INSIGHTS: Pay attention to investor temperament before money hits the account. One of Jens's first syndication partners wanted more control than he had and freaked out at every financial report. After six months, Jens bought him out so they could both sleep at night. His lesson is direct. If you have to convince someone to invest, that is not a yes. Do enough deals to let the law of large numbers work for you. One of his properties returned 350 percent. Another lost money entirely. If you put everything into one deal, you are gambling, not investing. The visionary owner not letting go is the biggest growth blocker in most companies. Jens has applied the same operational fix across gyms, property management firms, bakeries, a law firm, and an auto shop. The industries change. The bottleneck does not. Perfect for first-time real estate investors trying to avoid the second-job trap, experienced syndicators thinking through investor selection, and entrepreneurs who have hit a growth ceiling because they cannot get out of their own way. FOR MORE ON THIS EPISODE: https://www.coreykupfer.com/blog/jensnielsen FOR MORE ON JENS NIELSEN: https://www.jensnielsen.us https://www.facebook.com/coachjenshttps://www.linkedin.com/in/jenswnielsen/ FOR MORE ON COREY KUPFER https://www.linkedin.com/in/coreykupfer/ https://www.coreykupfer.com/ Corey Kupfer is an expert strategist, negotiator, and dealmaker. He has more than 35 years of professional deal-making and negotiating experience. Corey is a successful entrepreneur, attorney, consultant, author, and professional speaker. He is deeply passionate about deal-driven growth. He is also the creator and host of the DealQuest Podcast. Get deal-ready with the DealQuest Podcast with Corey Kupfer, where like-minded entrepreneurs and business leaders converge, share insights and challenges, and success stories. Equip yourself with the tools, resources, and support necessary to navigate the complex yet rewarding world of dealmaking. Dive into the world of deal-driven growth today! Episode Highlights with Timestamps [00:00:00] - Introduction and overview [00:03:06] - First fourplex in Albuquerque for $117,000 [00:04:10] - Mother's passing at 52 as the catalyst [00:08:03] - Hiring property management on day one [00:10:37] - The first 38-unit syndication in 2018 [00:15:02] - Buying out a nervous investor partner [00:26:31] - The visionary owner not letting go [00:40:36] - Pivoting into light industrial and flex space [00:44:24] - What freedom means to Jens Guest Bio Jens Nielsen is a commercial real estate investor, operator, and business coach based in Santa Fe, New Mexico. After a 27-year career in IT and telecom, he transitioned to full-time real estate investing and helped build a portfolio of more than 2,700 apartment units and over 100,000 square feet of industrial real estate. He has raised over $10 million in private capital and has firsthand experience navigating acquisitions, operational scaling, investor communications, and market downturns. His focus is on what happens after the deal closes. Originally from rural Denmark, Jens moved to the United States thirty years ago. He bought his first commercial property, a fourplex in Albuquerque, New Mexico, in 2016 and built his portfolio through more than thirty per-deal syndications across multiple states. Today he works with entrepreneurs and operators across industries, including gyms, property management companies, bakeries, a law firm, and an auto shop, helping them improve execution, leadership, and scalability so growth creates freedom instead of chaos. Host Bio Corey Kupfer is an expert strategist, negotiator, and dealmaker with more than 35 years of professional deal-making and negotiating experience. Corey is a successful entrepreneur, attorney, consultant, author, and professional speaker deeply passionate about deal-driven growth. He is the creator and host of the DealQuest Podcast. Show Description Do you want your business to grow faster? The DealQuest Podcast with Corey Kupfer reveals how successful entrepreneurs and business leaders use strategic deals to accelerate growth. From large mergers and acquisitions to capital raising, joint ventures, strategic alliances, real estate deals, and more, this show discusses the full spectrum of deal-driven growth strategies. Get the confidence to pursue deals that will help your company scale faster. Related Episodes Episode 338 - Joel Miller: Real estate investing, rental property wealth, and hard money lendingEpisode 328 - Richard Manders: Free Scale Coaching and helping founders build businesses that scale beyond them Episode 336 - Devan Gonzalez: The visionary and integrator dynamic in growing entrepreneurial companies Episode 350 - Tom Dillon: Capital strategy, alternative funding sources, and when not to take venture money Keywords/Tags:commercial real estate, real estate syndication, multifamily investing, light industrial real estate, flex space, property management, raising private capital, accredited investor strategy, IT career transition, working on the business, visionary bottleneck, EOS implementation, E-Myth, business coaching, scaling small businesses, Albuquerque real estate, Pennsylvania real estate, owner-operator real estate, real estate fundamentals, entrepreneurial freedom

What if training your employees and leaders together was the fastest path to better performance and results? In this episode of the Build a Vibrant Culture Podcast, Nicole Greer sits down with manufacturing leader and executive coach Luca Romano to discuss how training with Nicole and using the TILT assessment and SHINE Methodology gave him a structure for developing his team without making it personal or emotional.This conversation dives into key topics such as work culture, leadership, business strategy, team communication, and effective management practices, including how SHINE and TILT worked alongside EOS and Traction to help Luca's team increase on-time delivery from 51 percent to 91 percent in under two years.In this episode, you'll learn:How to train employees and leaders to improve performance and resultsHow the TILT assessment gives teams a shared language for behavior changeHow the SHINE methodology builds self-assessment into everyday leadershipWhat most leaders get wrong about training time and team developmentThis episode is for leaders, managers, business owners, and professionals who want to improve communication, strengthen organizational culture, and grow in their careers.Learn more about Vibrant Culture & how Nicole Greer can help your team succeed (like she did with Luca)

In this Simple CFO Case Files episode, David Richter and his business partner Christina Gutierrez kick off a new recurring series recorded right after their weekly EOS same page meeting. They pull back the curtain on how they run Simple CFO using Gino Wickman's Traction and EOS system, and why the visionary and integrator partnership has been the engine behind the business.The heart of the conversation is one recurring phrase they hear from real estate investors who walk through their door: "I wish I would have known this." David and Christina break down why so many owners stay stuck asking CFO level questions of bookkeepers and CPAs who can't answer them, what a fractional CFO actually does that's different, and how to become a master of your money without ever becoming a master of accounting. If you're flipping houses or holding rentals and you can't say what you actually kept last year, this episode points you toward the clarity you've been missing.Timeline Highlights[0:23] David introduces the new series recorded after his weekly same page meeting with partner Christina Gutierrez[1:01] How Simple CFO runs its back end on Traction and the EOS system by Gino Wickman[2:18] Christina on how EOS taught her to be open and transparent in a true business partnership[3:43] Why communication is the thing that makes a business run and what a structured system protects[4:19] A walk through Simple CFO's heavy Wednesday meeting schedule and what each meeting is for[5:10] Protecting the visionary's flow state and routing every idea to the right meeting[6:32] The recurring "I wish I would have known this" theme and a story of one owner's hair on fire[7:14] An owner who waited two years and likely lost real business value before getting his numbers cleaned up[8:38] Christina on why owners don't know who can actually help them with strategic financial questions[10:11] Most owners don't know a fractional CFO exists or that they could afford one[11:12] The real strategic questions owners never know to ask themselves[12:10] The magic of a fractional CFO is surfacing the questions you don't know to ask[13:50] Why bookkeepers and CPAs give textbook answers without knowing you or your goals[15:02] Be a master of your money, not a master of accounting, and what that actually means[17:22] How loneliness as a solo owner makes a financial partner who knows you so valuable[21:42] When to reach out and the difference between the 60 day foundation tier and ongoing CFO support[22:42] Playing offense and defense so you protect what you built while still growing[25:22] Two paths forward: a fractional CFO and the Profit First system as an entry point[26:01] A Profit First client who built a year of owner's comp and now takes a month off in Sweden each yearKey TakeawaysOwners often ask CFO level questions of the wrong people. Bookkeepers record transactions and CPAs file taxes, but neither is built to give strategic financial guidance tied to your goals.The most dangerous gap is the questions you don't know to ask. A good fractional CFO surfaces the questions that reveal whether your business is actually healthy or quietly going under.You should be a master of your money, not a master of accounting. You don't need to run QuickBooks or file taxes. You need clean numbers you can use to make decisions.Revenue alone solves nothing. Making a million dollars means little if you kept nothing, and the cause is often a cash management gap or bad bookkeeping you can't see.A fractional CFO is a relationship, not a transaction. They meet you where you are, remember the goals you set months ago, and back decisions with accurate data instead of gut feeling.Fractional high level help is more accessible than owners think. CFO, COO, and CMO support exists without the full time price tag, opening strategy to businesses that assumed they couldn't afford it.Profit First is a simple entry point for managing cash. It translates finances into business owner language and helps build reserves and owner's comp so a strong year actually shows up in the bank.Links & ResourcesSimple CFO (book a discovery call) — simplecfo.com Profit First for Real Estate Investors (apply for a free financial discovery call) — profitrei.com Profit First for Real Estate Investors by David Richter (free download) — simplecfo.com Traction by Gino Wickman — referenced as the EOS framework Simple CFO runs onClosingIf any part of this hit home, especially the part about making money but having no idea what you actually kept, don't let another year pass wishing you'd known sooner. David and Christina built this series to open owners' eyes to the financial clarity they've been missing, whether that's a fractional CFO or simply getting Profit First up and running. To bring real structure to the finances in your business, visit profitrei.com to apply for a free financial discovery call with the team.

Want our guidance to build and run your own marketing engine? Book a call with our team: https://call.contractordynamics.com/yt?utm_source=YouTube&utm_medium=Description&utm_campaign=6.30.26Get our FREE marketing course for contractors here: https://course.contractordynamics.com?utm_source=YouTube&utm_medium=Description&utm_campaign=6.30.26If you're a roofing company owner who's been growing for years but still can't put your finger on why the numbers don't match the effort - this episode is for you.Bill Jr., VP of Sales and Marketing at Four Seasons Kanga Roof in Metro Detroit, has been in the roofing industry his whole life. He left, spent a decade in sales and marketing outside the industry, then came back. And when he did, he brought a different lens with him.In this conversation with Coleman, Client Success Director at Contractor Dynamics, Bill shares the real story behind implementing EOS, building their first-ever written marketing plan, bringing marketing in-house, and transitioning into the visionary role - all while running a company with 80+ team members responsible for 80 households.This isn't theory. It's a ground-level look at what it actually takes to grow a roofing company with intention.Key Takeaways for Contractors✔️Why EOS became one of the two best decisions Four Seasons Kangaroof ever made✔️How to know when your processes are documented but still inaccessible to your team✔️Why working hard and not seeing results is often a systems problem, not a people problem✔️What a real roofing company marketing plan actually looks like - and what's in it✔️How bringing marketing in-house creates speed and nimbleness you can't get from outside agencies✔️The natural friction between marketing, call center, and sales - and how to reduce it with a defined target market✔️How AI tools like ChatGPT and Gemini were used to draft and build their first marketing plan✔️What the visionary role actually means in EOS - and how Bill is stepping into itKey Timestamps07:26 The pain before EOS - working hard but not seeing the results13:42 When Bill knew EOS was actually working19:08 The gaps in sales and marketing that EOS helped expose32:01 Their first-ever written marketing plan - what's in it and why it matters37:58 The role of AI in building their marketing plan45:53 Bringing marketing in-house - speed, nimbleness, and alignment59:15 The vision for Four Seasons Kangaroof as a companyIf you want to see how Contractor Dynamics helps roofing companies build marketing systems that run without the owner doing everything, watch this free video that walks through our full approach:https://www.contractordynamics.com/training/?utm_source=YouTube&utm_medium=Description&utm_campaign=6.30.26Ready to get clarity on your marketing?Schedule a Marketing Demo with our team and we'll show you exactly what needs to be built inside your roofing company to stop guessing and start growing with confidence.

Most founders hit the same wall: they're brilliant at the vision but drowning in the details — and the business stops growing because of it. In this episode, Jim Robinson breaks down the Visionary/Integrator dynamic from EOS and Rocket Fuel, and shares what 41 years in business (and thousands of employees) taught him about which hats to take off first. Jim explains how he discovered his own integrator early, why he made her a partner so she'd never leave, the 80% rule for delegating, and the "plant seeds on Monday, harvest on Friday" method for getting big ideas implemented without overwhelming your team. If you're a founder, entrepreneur, or leader wearing too many hats, this one's for you.⏱️ CHAPTERS00:22 – Welcome to Visionary Leader00:43 – What is EOS — and why you can't wear every hat01:33 – How Jim found his integrator (and made her a partner)03:00 – Visionary vs. Integrator: the two roles explained04:29 – Painting the Mona Lisa: storyteller vs. rule-maker06:57 – Why visionaries feel pressure to do it all10:33 – "It's not confusion — it's a creative mind at work"13:05 – Your first hire when you're wearing every hat15:19 – The hardest part: letting go (and the 80% rule)17:49 – Handling mistakes & building a culture of ownership21:09 – Positional health vs. personal health22:44 – Plant seeds on Monday, harvest on Friday25:52 – Too many rules: a pilot's lesson on structure27:30 – Closing: define your positions and learn to trust

In this episode, Jenn Foster sits down with Will Watrous to talk about how entrepreneurs can reduce stress, create stronger teams, and build healthier businesses using EOS, the Entrepreneurial Operating System.

Frank Longobardi started a five-person CPA firm in Hartford, Connecticut on November 1st, 1984, with a first-year revenue goal of $300,000. For the next 23 consecutive years, the firm grew both top and bottom line, every single year. By the time he and his partner decided to merge up, they had built a $14.5 million firm with over 100 people and ten partners.In this conversation, Frank walks through every phase of that journey with the kind of candor that only comes from having lived it. He talks about the early days of working 3,000-plus hours a year, the moment he realized hating to lose a $400 tax return was holding his firm back, and why he told every partner the same thing: it is not your client, it is the firm's client. He also shares his perspective on the partnership model at scale, why private equity entered accounting, and what the profession's talent structure will look like as AI reshapes the work.The conversation covers:How a five-person startup grew for 23 consecutive years without a single down yearWhy hating to lose any client, even a $400 return, was the biggest early mistakeHow to transfer client relationships to the next generation of partners without losing the clientWhy he told every partner "it is not your account, it is the firm's account" and what shifted when they embraced thatHow the CohnReznick mega merger came together and what it took to lead a $430 million combined firmWhy the traditional pyramid staffing model is evolving into a diamond shape as AI changes the workHow private equity entered accounting and what PE firms are actually looking for in acquisitionsFrank's career is a rare example of someone who has seen the profession from every angle: sole proprietor, regional firm leader, mega merger architect, top 25 CEO, and now PE advisor. His perspective on what it takes to build something worth buying, merging, or leading is grounded in 40 years of doing exactly that.This episode is for firm owners curious about what the path from small firm to large firm leadership actually looks like, leaders wondering how to transfer client relationships without losing them, practitioners thinking about whether merging up makes sense for their next chapter, and anyone interested in how private equity is evaluating and reshaping accounting firms from the inside.TIMESTAMPS00:00 - Brannon Poe intro and podcast welcome 00:13 - Introducing Frank Longobardi, former CEO of CohnReznick 00:56 - Why Frank chose accounting: a blue-collar family, a high school course, and the University of Connecticut 01:55 - Frank's career path: regional firm, Big Eight, and starting his own firm in 1984 02:42 - The first business plan: $300K goal, five people, $40K salary each 03:02 - 23 consecutive years of top and bottom line growth at Longobardi and Company 03:27 - Merging into J.H. Cohn in 2007 as their entree into Connecticut 04:33 - Running industry groups and earning a board seat at J.H. Cohn 04:46 - The CohnReznick mega merger of 2012: combining a $240M and $190M firm 05:09 - Becoming a $430 million firm and one of the first mega mergers in the profession 05:43 - Running for sole CEO in 2015 and serving a four-year term with mandatory retirement at 65 06:01 - What the CEO years were really like: navigating the compliance-to-advisory shift and people challenges 07:01 - What Frank learned from wearing every hat at a small firm that big firm leaders never experience 07:27 - Strategic planning, partner coaching, and the reality of 1,500 to 1,600 charge hours a year 08:13 - Managing expectations during busy season: communicating with clients and keeping the team motivated 09:13 - The biggest challenges in growing from startup to $14.5 million 10:35 - Client service intensity and keeping good people for the long term as the two main growth drivers 11:07 - Home-grown partners and the value of developing talent from within the CPA firm 11:57 - The biggest mistake: hating to part ways with any client, including a $400 1040 12:13 - What managing at scale taught Frank about the discipline of bringing in the right accounting clients 12:31 - How difficult clients affect team morale and why post-Covid firms have gotten better at weeding them out 13:14 - Why technical CPAs struggle to let go and why letting go is how firms scale 13:46 - How to transfer client relationships to the next generation: patience, coaching, and making it a two-year process 14:42 - Clients belong to the firm, not the partner: why that mindset shift matters for CPA firm succession 15:27 - How Frank developed next-generation leaders by helping them build on their own strengths 16:17 - The partnership model: what works, what does not, and why 270 partners makes decision-making complex 17:26 - Why accounting has become capital-intensive and what that means for the traditional profit distribution model 18:01 - Retaining 5% of revenue inside the firm: why Frank pushed for it and why partners pushed back 18:35 - Why private equity entered accounting: capital needs, governance limitations, and the cost of M&A 19:25 - How accounting firm M&A economics shifted from deferred retirement payments to cash-heavy PE deals 20:05 - The profession is changing faster than ever: AI, private equity, and what that means for CPA firms 20:28 - Frank's post-retirement path: offshoring advisory, private equity diligence, and board seats 21:03 - Working with an offshoring firm post-Covid and watching augmentation services boom, then normalize 22:32 - The build-operate-transfer model for offshore accounting centers in India and South Africa 23:05 - The most critical principle in offshoring: treat the offshore team like any other office 23:40 - Consulting for private equity firms evaluating accounting acquisitions: 8 to 10 diligence projects 24:34 - Board seats at a PE-backed accounting firm in Rochester and a CAS firm in Salt Lake City 25:02 - What Frank has observed about how private equity grows organizations from the inside 25:34 - AI as the biggest trigger for change in the accounting profession over the next 3 to 5 years 26:08 - How AI will affect assurance, tax, advisory, hiring, and training in CPA firms 26:52 - The shift from a pyramid to a diamond: why mid-level technology and analytics talent will matter most 27:32 - Why AI is creating an opportunity to add more value to clients than ever before 28:25 - Accounting enrollment is increasing for the third year in a row: why that matters 28:50 - Starting salaries need to be competitive with private equity and investment banking to attract top talent 29:33 - Book recommendations: "The One Minute Manager" and "Who Moved My Cheese?" and a note on EOS 30:56 - Living your values as a leader: calling people out when they exhibit them, not just stating them 32:06 - Where to connect with Frank: LinkedIn and frank.p.longo@gmail.comThe One Minute Manager by Ken Blanchard and Spencer Johnson  Who Moved My Cheese? by Spencer Johnson Download Now: https://poegroupadvisors.com/accounting-practice-academy/increase-letter/Price increases are nothing to fear. The real challenge is effectively informing clients of these changes. Our templates will help you demonstrate your value and help clients understand the increases necessary to keep your firm afloat.*Download now and receive:*- (1) Major Fee Increase Letter Template- (1) 20% Fee Increase Letter Template

Chris Hallberg, CEO and Founder of Business Sergeant and President and Founder of GoExpand, joins ROI Podcast® #511 to talk EOS, business operating systems, military leadership, veteran-powered recruiting, accountability, execution, and the small-business disease known as "we're agile," which is sometimes just Latin for "we made a new excuse every two weeks." Chris is an Expert EOS Implementer who helps leadership teams stop winging the business like a drunk magician at a sales conference. He explains EOS in plain English: vision, people, data, issues, process, and traction. Or, as we prefer to call it, "the six things that keep your company from turning into a group project where Todd from sales has opinions and no follow-through." Law and Chris get into why most meetings are lawless little hostage situations, how scorecards make accountability less emotional, why "right people, right seats" is not a motivational poster, and why energy vampires and brilliant jerks need to be traded to another team like a locker-room problem with a LinkedIn Premium account. They also hit veteran leadership, Business Sergeant's mission, GoExpand's agentic AI platform, project management, critical thinking, UFOs, control being an illusion, and why you should not be the smartest person in the room unless you are teaching kindergarten or holding court at a Chili's bar after one weird Tuesday. Hosted by Law Smith and Eric Readinger, ROI Podcast® is the #1 entrepreneurial-business-meets-comedy podcast for founders, operators, marketers, and executives who want useful business thinking without the corporate anesthesia. Guest: Chris Hallberg CEO & Founder, Business Sergeant President & Founder, GoExpand Expert EOS Implementer Hosts: Law Smith - @LawSmithWorks - www.LawSmithWorks.com  Eric Readinger - @EricReadinger Tocobaga Consulting - www.SolvingHow.com 

In this powerful episode 118, Part 2 of Going Forward, host Eric Elliott continues his conversation with Brooke Lively, Founder of Scaling Law, for a deeper look at what actually makes a law firm scalable, valuable & sustainable.Picking up from Part 1, Eric & Brooke move beyond the idea that more leads will fix everything. Instead, they dig into the numbers law firm owners need to understand if they want to grow without creating chaos. Brooke explains how firms can identify whether they have a marketing problem, an intake problem, operations problem or a cash flow problem & why the answer is usually found in the data.They discuss conversion rates, qualified leads, referral sources, appointment show rates, staffing capacity, case inventory & the financial pressure that comes with growth. Brooke also shares why some firms feel like they are growing revenue but still feel broke & why law firm owners need to understand the true cost of supporting each case before chasing the next level.The conversation also turns toward EOS, Scaling Law, and what makes a law firm more attractive to a buyer or successor. She explains why systems create value, why owner dependency lowers firm value why firms become vulnerable when too much knowledge, marketing, or decision-making depends on one person or one source.Topics include: how to know whether your firm has a marketing, intake, or operations problem; why conversion rates matter at every stage; what law firm owners often misunderstand about cash flow; why growing revenue can still leave a firm feeling broke; how case inventory impacts capacity; why systems increase law firm value; how EOS helps reduce owner dependency; what makes a law firm more attractive to a buyer & why no single lead source should carry too much of the firm's growth.Sustainable law firm growth does not come from chasing more leads. It comes from understanding the numbers, building the systems & creating a firm that can operate with discipline long after the owner steps out of the center.Connect w/ Eric Elliott:Website: ⁠⁠⁠⁠https://ericelliott.com/Facebook: ⁠⁠⁠⁠https://www.facebook.com/ericelliottspeakerLinkedIn: https://www.linkedin.com/in/theericelliott/ Instagram: ⁠⁠https://www.instagram.com/ericmelliott/Twitter: ⁠⁠https://twitter.com/EricMElliottTiktok: https://www.tiktok.com/@ericmelliottEmail: Eric@EricElliott.comText: 843-279-5843Connect w/ Brooke Lively:Website: https://brookelively.com/Scaling Law: https://www.scalinglaw.com/LinkedIn: https://www.linkedin.com/in/brookelively/Instagram: https://www.instagram.com/scaling_law/Facebook: https://www.facebook.com/scalinglawYouTube: https://www.youtube.com/@ScalingLawSupercharge your online advertising campaigns with Optmyzr! Streamline management, optimize performance, and boost your ROI. Visit https://www.optmyzr.com/⁠⁠⁠⁠⁠ to discover how Optmyzr can revolutionize your digital marketing.Also, as a special treat for our listeners, sign up with the code GOINGFORWARD20 and enjoy an exclusive 20% discount on your first year with Trainual! Seize this opportunity to supercharge your operations and propel your business forward!Eric Elliott is the founder of VIP Marketing and Craft Creative, two agencies dedicated to helping law firms build stronger brands and sustainable growth strategies. With a background in radio, television, and digital media, Elliott works with legal organizations across the country to align marketing strategy, creative storytelling & operational systems to drive measurable results.Going Forward is brought to you by VIP Marketing. VIP Marketing is a law firm marketing agency built to help firms become the choice in their market through strategy-led SEO, paid media, website design and development, brand strategy, and premium video production. Based in Charleston, South Carolina, VIP Marketing serves law firms nationwide. Our website provides detailed information on our services and expertise. For more information, visit vipmarketing.com.

In this episode of 3Degrees Discussions, host Mike Vasquez sits down with Jon Walker, a manufacturing industry veteran with more than two decades of experience spanning machining, automation, additive manufacturing, and Industry 4.0. Throughout his career, Jon has held leadership positions with Mazak, GF Machining Solutions, EOS, and Xometry, helping manufacturers evaluate, adopt, and scale advanced manufacturing technologies. His experience provides a unique perspective on how traditional manufacturing and emerging technologies are converging to shape the future of the industry. During the conversation, Jon shares insights from his journey through manufacturing sales and business development, lessons learned from working with companies across aerospace, automotive, and industrial markets, and his perspective on the opportunities and challenges facing manufacturers today. We also discuss additive manufacturing adoption, digital transformation, automation, workforce development, and where Industry 4.0 is delivering real value. Whether you're involved in additive manufacturing, machining, automation, or manufacturing leadership, this episode offers practical insights from someone who has spent his career helping organizations navigate technological change. Topics discussed: Jon's manufacturing career journey Additive manufacturing adoption and growth Industry 4.0 and digital transformation Automation and advanced manufacturing technologies Sales and business development in manufacturing Workforce development and industry trends Opportunities and challenges facing manufacturers Learn more about 3Degrees: www.3degreescompany.com #AdditiveManufacturing #AdvancedManufacturing #Industry40 #Manufacturing #3DPrinting #DigitalManufacturing #Automation #EOS #Xometry #Mazak #ManufacturingLeadership #3DegreesDiscussions

Grant Christopher, owner of Christopher Equipment, joins the episode to discuss his journey in business expansion and leadership. He shares insights on automating the sales process and the transition of ownership from father to son, highlighting the challenges and strategies involved. The episode delves into the implementation of EOS for business structure, managing key person risk, and the importance of documentation and automation. Grant emphasizes the role of technology, utilizing AI for efficiency, and investments like SmartEquip to enhance operations. He reflects on the value of mentors, offers advice to his younger self, and shares his thoughts on balancing people, processes, and technology for business growth.

What if the real reason your business cannot scale is not your people, your market, or your effort, but that everything still depends on you? In this episode of Sharkpreneur, Seth Greene interviews Hector Alvarado, Co-Founder of Optimize Business Systems, who explains how small and mid-sized businesses can reduce founder bottlenecks by building stronger systems, clarifying roles, improving leadership, and ensuring consistent execution. He also explains why business owners must shift from day-to-day firefighting to strategic leadership if they want to build companies that can grow without being in constant emergency mode. Key Takeaways:→ Owner-dependent businesses struggle to scale because too many decisions flow back to the founder. → A business is harder to sell when its value depends entirely on the owner's day-to-day involvement.→ Second-line leaders are essential to building a scalable company. → Business owners need regular time away from the weeds to see the bigger strategic picture. → Strong systems are more than SOPs; they encompass leadership, execution, accountability, and clarity. Hector Alvarado is an entrepreneur, operations executive, and business consultant with 27+ years of experience transforming companies across the logistics, transportation, construction, and home-service industries. His expertise isn't theoretical—it's built on decades of diagnosing operational chaos, fixing broken systems, and leading organizations through high-stakes growth. One of Hector's most notable accomplishments was the complete turnaround of Willy's Trucking. As VP of Operations, he led the company from a $1.3M annual loss in 2018 to a profitable sale exceeding $25M in 2021—a feat that earned him industry-wide respect. Today, he serves as VP of Operations for the largest NGL and Butane hauler in Western Canada, overseeing large fleets, operational excellence, and strategic expansion. Hector is also a Lean Black Belt, Continuous Improvement Master Trainer, and EOS implementor, bringing a rare blend of tactical expertise and strategic leadership. Beyond his corporate roles, he runs three successful businesses under Family Legacy Industries and manages a growing real estate investment portfolio, providing firsthand insight into entrepreneurship and wealth-building. Connect With Hector:Website: https://optimizebusinesssystems.com/Instagram: https://www.instagram.com/optimize_business_systems/Facebook: https://www.facebook.com/people/Optimize-Business-Systems/61574764979478/LinkedIn: https://www.linkedin.com/company/optimize-business-systems/

Is your business feeling cluttered, overwhelmed, and stuck? This episode is your mid-year reset. Janet Taylor, your Life Organizer, sits down with Stephanie Warlick — founder and CEO of Five Foot View Consulting, international bestselling author, fractional COO, EOS implementer, and HR expert with over 30 years of experience helping small and medium businesses get organized, stay accountable, and scale with confidence.  Stephanie calls them the five gotchas — the business mistakes that quietly derail small business owners before they even realize it. Sound familiar? Get your pen ready. In this conversation you will learn:  Gotcha 1: Lack of clear expectations for your team — the number one communication problem that keeps businesses from growing.  Gotcha 2: Unclear roles and responsibilities — the cement foundation your business cannot grow without.  Gotcha 3: Founders who cannot let go — why you are the bottleneck in your own business and how to release your grip at least 80 percent of the way.  Gotcha 4: Not documenting what is working — if you do not document successful outcomes, your team will make the same mistakes over and over.  Gotcha 5: Lack of clear shared goals — without a shared vision, your team is just soldiers walking in circles.  Stephanie also shares why right now — amid economic uncertainty, tariffs, and a shifting market — is exactly the time to secure your internal foundation so your business can withstand whatever comes next. How Stephanie stays organized with ADHD: color-coded, time-blocked calendars that serve as half her brain — including a system for tracking delegated tasks so nothing falls through the cracks.  Taylor's Tip Time: Five steps to declutter your office — schedule a time, tackle the spaces furthest from you first, purge the filing cabinets and drawers, work on your desk, and then give yourself a well-earned high five.  TossItTuesday: As you head into a new quarter, toss the dried-out markers and pens that are not working. Clear the tools that are not serving you.  Resource Roundup: Janet recommends magazine file boxes to organize project documents, certifications, and active paperwork without piling it on your desk. Book suggestion: Janet's ebook Prepared and Organized — seven areas to tackle before the busy fall and winter season arrives.  Quote of the week: "Small business success is not about doing it all. It is about doing the right things at the right time with the right mindset." — Stephanie Warlick  Clear the Clutter. Claim Your Power. It starts with securing your foundation.  Connect with Stephanie Warlick: Website: StephanieWarlick.com (consulting, coaching, books, speaking) Consulting company: 5FTView.com Book: Dark and Silent Office — a digital accessible guide for inclusive communications in the workplace  Connect with Janet M. Taylor – Professional Organizer   Book a Session: https://janetmtaylor.trafft.com/ Free 15-Min Consultation: https://linkly.link/2FBkK Website: https://www.janetmtaylor.com Podcast: https://www.gotcluttergetorganized.com   Janet's eBooks • Prepared & Organized: https://linkly.link/2Eikc • Get Your Affairs In Order: https://linkly.link/2FBnw • 7 Affirmations to Organize Your Life: https://linkly.link/2Eikt  

If you've ever felt like your business should be further along than it is… like you're busy all day, solving problems, putting out fires… but somehow still not getting the results you know are possible—this episode is for you. Today's conversation is a special one for me… because I'm not just bringing on a guest—I'm bringing on someone who has had a direct impact on how I lead, how I run our business, and honestly, how I think about growth. Joining me is Hani Malek, EOS Implementer, coach, mentor—and for me personally, someone who has helped shine a light on the gaps I didn't even realize were holding us back. Now, if you've heard of EOS—the Entrepreneurial Operating System—you might think it's just another framework, another business buzzword. But I can tell you firsthand… when done right, it's not just a system—it's a way to bring clarity, accountability, and alignment to your entire organization. And when done wrong… well, we're going to talk about that too. In this first part of the conversation, Hani breaks down: • What EOS actually is (in simple, practical terms) • Why so many businesses hit a ceiling—and how to break through it • The difference between doing EOS and actually living it • And how roles like visionary and integrator can either create friction… or become rocket fuel for growth But more importantly, you're going to get to know the man behind the expertise—his story, his faith, and the experiences that shaped how he helps leaders like you and me build stronger businesses and better lives. So if you're a business owner, a CEO, or a leader who knows there's more in the tank—but just hasn't quite unlocked it yet… You're going to want to lean into this one.

This is the first in a series of check-ins with previous guests about the unfolding nuclear renaissance. In this episode, Tyler Bernstein, CEO and co-founder of Zeno Power, returns to talk with me about Zeno's progress (check out our first episode here). We chop it up about the importance of Trump's EOs, NASA's commitment to a permanent lunar base, and—wait! I'm burying the lede. Zeno has just acquired Vallecitos Nuclear Center in California, the first commercially owned nuclear plant. Though the plant itself is decommissioned, Zeno will be using its hot cells to industrialize the production of their nuclear batteries. My conversation with Tyler made the nuclear renaissance feel all the more real. The thumbnail for this episode is a photo of one of the hot cells; to see more (as we discuss in the episode), you can check out this video.

SUMMARY: As tools like Mythos create new AI-cybersecurity concerns, CIOs and CISOs need to be prepared for two challenges: Security Remediation and Patch to Production. SHOW: 1037SHOW TRANSCRIPT: The Enterprise AI Show #1037 TranscriptSHOW VIDEO: https://youtu.be/H5KxoiEIfUoSHOW SPONSORS:Nasuni - Activate your data for AI and request a demoOutShift by Cisco - “Scaling Out Superintelligence”  The Internet of Cognition architectureShareGate - ShareGate Protect. Microsoft 365 Governance, we got this!SHOW NOTES:Project Lightwell (Red Hat and IBM)Athena (Chainguard)Anthropic Project GlasswingOpenAI GPT 5.5-CyberTHESIS: Major initiatives are forming to help enterprise organizations combat security vulnerability threats found or created using new AI-cyber tools such as Anthropic Mythos. What are the key considerations, and what additional steps do organizations need to take to be advantaged by these capabilities? Part 1The Breaking Point and the Mythos MomentThe scope of open source security and supportPatches, disclosures and upstream open sourceClearinghouses, EOs, Laws and CommunitiesRemediation - Build vs. BuyPart 2How fast can you get from Patch to Production?Mitigation before patchingFast path and stable patch pipelines?Automation in patching vs. automation in deploymentFEEDBACK?Email: show @ the enterprise ai show dot comeBluesky: @TheEntAIShow.bsky.socialTwitter/X: @TheEntAIShowInstagram: @TheEntAIShow

Meghan Gerrity, Brand Leader for Neutrogena Sun at Kenvue, joins Amanda Ma, CEO and Founder of Innovate Marketing Group, for a conversation on how creators, consumers, and communities are reshaping modern brand marketing.Drawing from her experience across iconic brands including Neutrogena, Gerber, Tic Tac, Domino Sugar, and Dr. Praeger's, Meghan shares why authentic creator content is outperforming traditional advertising, how consumer-led innovation is changing brand strategy, and why community building has become a competitive advantage.In this episode:The rise of creator-led marketingWhy consumer co-creation drives brand growthThe power of micro and nano creatorsBuilding communities that fuel loyaltyWhat brands can learn from LoveShackFancy, Dunkin', EOS, Yeti, and moreA must-listen for marketers, brand leaders, and anyone looking to build stronger consumer connections.About the guest:Meghan's drive for brand excellence has shaped her career across some of the most recognizable CPG brands, contributing to the category dominance of icons such as Domino/C&H Sugar, Gerber, Neutrogena, Tic Tac, and Sabra Hummus. She has led high‑impact go-to-market as well as digital and social strategies that elevate brands to best‑in‑class status, building programs that span always‑on content, influencer marketing, paid media and consumer activations.  Her work ranges from crafting organic social ecosystems to developing full‑funnel digital campaigns for new product innovations to nationally televised events. Meghan has collaborated with partners across the spectrum—from niche micro‑influencers to household names like Martha Stewart—bringing brand stories to life with creativity, precision, and cultural relevance.  Passionate about the rapidly evolving digital landscape, Meghan stays at the forefront of emerging trends, platform innovations, and consumer behavior shifts. She thrives on testing new omnichannel tactics to deliver audience‑first experiences that strengthen brand affinity and drive measurable growth.  When she's not immersed in brand strategy or tuning into the latest marketing podcast, you'll likely find her thrifting for that elusive 1960s floral shift dress.Follow Meghan on LinkedIn! EventUp is brought to you by Innovate Marketing Group. An award-winning Corporate Event and Experiential Marketing Agency based in Los Angeles, California. Creating Nationwide Immersive Event Experiences to help brands connect with people. Learn more here!At Innovate Marketing Group, we've curated a collection of free resources designed to help you elevate your events and marketing efforts. Whether you're planning a company retreat or navigating the latest event trends, our tools, reports, and checklists are here to support your success and keep you at the forefront of innovation. Access them here!Follow us!Find us on ⁠⁠LinkedIn and Instagram and catch our latest episodes on the EventUp Podcast!

What if the entrepreneurial principles you spent your 20s and 30s learning the hard way — accountability, financial literacy, win-win thinking — could be baked into your kids' education from the very beginning? David Richter shares the story of how a conversation at a real estate investor mastermind led his family to discover Acton Academy, a nontraditional school with an entrepreneurial framework so aligned with how he runs his business that they eventually moved across the country to enroll their daughter.This episode isn't a sponsored segment — it's a genuine recommendation from someone who watched his six-year-old come home and propose a win-win negotiation without ever being taught the term. From peer accountability contracts and level-based progression to real-world apprenticeships and early financial literacy, David breaks down what makes Acton different and why the principles behind it translate directly to how successful investors build teams, hire by core values, and think about the next generation.Timeline Highlights[0:23] David introduces the episode: the question of how to pass down hard-won business lessons to your kids earlier than you learned them[1:03] The mastermind conversation that introduced David to Acton Academy and why the word "nontraditional" immediately caught his attention[1:35] The book that started it all: Laura Sandefer's Courage to Grow, and how both David and his wife reacted to reading it[2:38] Why Acton's model resonated with David's EOS-based business: accountability, buy-in, and team ownership over top-down directives[3:29] How David's family searched for an Acton campus, eventually relocating to Florida specifically for the school[3:52] The guide vs. teacher distinction: why Acton calls classrooms "studios" and instructors "guides," and what that signals about the learning philosophy[5:17] The peer accountability contract: how students write and sign their own code of conduct at the start of each year and enforce it with each other[6:16] Level-based progression instead of grades: how students move at their own pace by earning badges across academic and social-emotional skills[7:14] The apprenticeship program for junior high and high school students, and what that would have meant for a young real estate investor[8:16] Financial literacy built into the curriculum: from basic money concepts in elementary to reading a profit and loss statement in high school[9:09] The moment David's daughter, then six years old, came home and proposed a win-win solution — a concept he didn't encounter until reading the Seven Habits of Highly Effective People in his 20s[10:04] David's closing encouragement: whether you're already enrolling kids or just starting a family, there are alternatives worth researchingKey TakeawaysThe same principles that make great business operators — accountability, buy-in, core values, and peer enforcement — can be taught to kids in a school environment designed around them, not just added on as life lessons later.Acton Academy's peer accountability contract mirrors what strong companies do with core values: students write the standards themselves, hold each other to them, and face real consequences for repeated violations. That kind of accountability, learned young, is rare.Level-based progression removes the arbitrary pressure of grade advancement and lets students move at their own pace while building a more honest picture of mastery — a more honest model than a lot of corporate performance reviews, too.The apprenticeship structure Acton uses in secondary school gives students the kind of hands-on, real-world exposure that most real estate investors had to pay a coach or mentor for in their 30s. Starting that exploration at 14 instead of 34 changes the trajectory.Financial literacy — reading a profit and loss statement, understanding a balance sheet — is embedded in the Acton curriculum. Most real estate investors learn this through painful trial and error. Teaching it to kids before they ever start a business is a significant edge.The best businesses invest in teaching their teams the things they need to know. The same logic applies to your kids. If your school isn't teaching entrepreneurial thinking, accountability, and financial basics, it may be worth asking whether there's a better option.Links & ResourcesActon Academy — actonacademy.orgCourage to Grow by Laura Sandefer — available at major booksellersSimple CFO Solutions — apply for a free financial discovery call: https://simplecfo.comClosingIf you've ever wished someone had taught you financial literacy, accountability, or how to think like an entrepreneur before you had to learn it the expensive way, this episode is worth passing along. Subscribe to Profit First for Real Estate Investors so you don't miss future Case Files and guest conversations, and if you're ready to bring clarity and structure to your business finances, visit profitrei.com to get started.

The promise is seductive: Implement the right operating system and your frustrations disappear. Your employees become more accountable. Communication improves. Growth follows. Your business finally runs the way you always hoped it would. That's the promise behind EOS, the Entrepreneurial Operating System popularized by Gino Wickman's book Traction. Plenty of business owners swear by it. Plenty have spent tens of thousands of dollars hiring EOS implementers to help put it in place. But does it work?This week, we're republishing one of our favorite conversations, one in which Shawn Busse, Paul Downs, and Laura Zander compare notes on their own experiences with EOS. Laura hired an implementer and spent years trying to make the system work. Paul took a more selective, do-it-yourself approach. Shawn has watched EOS play out inside numerous client companies. What emerges is a much more nuanced picture than the one promised in the book. The three owners discuss when EOS can be genuinely valuable, when it's the wrong tool for the job, and why no operating system can compensate for having the wrong people in key roles. As Laura puts it, EOS can be incredibly helpful "for people like me 10 years ago, who just don't know what they're doing." The question is whether that's enough to justify the investment.

Jonathan Wang is the founder and CEO of EOS Investors, where he has built three real estate investment platforms totaling $2 billion in assets under management across the hotel and residential sectors. Jonathan also created a wholly owned hotel management company that oversees 60 properties for the EOS funds and five core partners.     Our conversation covers Jonathan's path to hotel investing and EOS' hotel investment process across market selection, property type, underwriting, vertically integrated operations, and managing through cycles. We also discuss extensions into residential real estate, hotel credit, and opportunities and risks going forward.     Editing and post-production work for this episode was provided by The Podcast Consultant (⁠https://thepodcastconsultant.com⁠)   Learn More Follow Ted on Twitter at @tseides or LinkedIn Subscribe to the mailing list Access Transcript with Premium Membership

In today's episode of the Tactical Dent Tech Podcast, I'm unpacking one of the biggest realizations I've had after this recent hail season: Is high volume really the best business model anymore? After running full throttle for the last month and a half, dealing with packed shops, overwhelmed logistics, insurance bottlenecks, storage issues, delayed approvals, supplements, and technician management — I'm stepping back and evaluating what actually makes sense moving forward. In this episode, I break down: The reality of running a hail shop during a major storm Why State Farm, USAA, and Allstate are disrupting the process Long approval times and supplement delays The hidden cost of storage and tied-up shop space Why body shops become bottlenecks during hail season High volume vs high profit shop models Whether it makes more sense to chase every car… or maximize every claim Why technician pay and retention matter more than ever How insurance company relationships are changing the game Thinking long-term: shop growth, acquisitions, and retirement strategy The truth is, hail repair logistics are changing fast. Insurance companies are tightening the process, approvals are slower, and independent shops are being forced to rethink how they operate. At some point, every shop owner has to ask themselves: Do I want to do more cars… or make more money per car? This episode is an honest look at what happens after the storm settles down and you finally have enough breathing room to evaluate what worked, what didn't, and where the future of your business is headed. Topics Discussed: Paintless Dent Repair (PDR), hail repair business, hail shop logistics, State Farm claims, USAA hail claims, Allstate hail claims, insurance supplements, PDR shop growth, technician retention, hail estimating, CCC1, storage fees, hail damage operations, PDR business strategy, high volume vs high profit, EOS meetings, scaling a dent business, technician pay, shop systems.

EOS and other business systems can create clarity, structure, and alignment, but they cannot make people execute. I explain why having the right framework is only part of the equation and why results break down when people stop following the process. The real problem is rarely the system itself. More often, the missing piece is enforcement, accountability, and consistent execution. Whether you're running a business or managing yourself, the human element is usually the variable that determines the outcome. Show Notes: [06:11]#1 Installation is mistaken for implementation. [10:20]#2 Accountability is defined but not applied. [17:26]#3 Leaders expect process to replace discipline. [25:43]Recap Next Steps: --- Execution is not a talent.   It is a standard. If your results don't match your ability, something in your approach is out of alignment. Most people do not have a motivation problem.   They have a consistency problem. Power Presence is the system for operating with greater discipline, clarity, structure, and execution under pressure. Learn more: → http://www.PowerPresenceProtocol.com  — This show is the public record of standards. All episodes and the complete archive: → http://WorkOnYourGamePodcast.com 

Vincent Gethings scaled from 20 units into a $200 million multifamily portfolio while avoiding many of the financing mistakes that hurt operators over the last several years. In this episode, Vincent explains how conservative debt structures and disciplined portfolio management helped his company survive the recent multifamily downturn while many operators struggled with floating-rate bridge loans and heavy leverage. Vincent also shares how he became part of the Wheelbarrow Profits community, eventually growing into one of their top coaches before taking over the entire education platform from Jake and Gino. The conversation covers multifamily acquisitions, financing strategies, vertical integration, family office structures, operational systems, EOS and Traction, and how Vincent manages several businesses simultaneously while continuing to scale aggressively in Texas. Key Topics and Takeaways How Vincent scaled from 20 units to $200 million AUM Why conservative financing protected the portfolio The dangers of floating-rate bridge debt Why Texas multifamily deals are heavily discounted today How Wheelbarrow Profits focuses on managing assets correctly The importance of EOS and Traction operating systems Why visionary and integrator roles matter in business Guest Information Vincent Gethings is a multifamily investor, operator, educator, and leader of the Wheelbarrow Profits community. Website: Wheelbarrow Profits Instagram: Vincent Gethings Instagram Call to Action Visit Wheelbarrow Profits to learn more about multifamily investing education, scaling strategies, and the Wheelbarrow community.

Elizabeth Yang is the founder of Yang Family Law Offices, the CEO of Optimizers, and the mayor of Monterey Park, California. With a background in electrical engineering and computer science, a stint at Raytheon, and a law degree that took her into intellectual property, family law, and estate planning, she understands what it takes to wear many hats at once. In this episode, Elizabeth talks about the two systems, EOS and Profit First, that pulled her out of the day-to-day of her firm and freed her to step into public service. Learn how she went from a shy, self-described invisible kid to a leader with the thick skin that politics demands, and the daily habits that have kept her grounded along the way. Timestamps:  00:39 - Engineer to Lawyer to Mayor 03:41 - EOS and Profit First Systems 07:16 - Applying Business to City Hall 12:56 - From Shy to Resilient 14:38 - Daily Habits and Confidence 19:35 - Transformation Courses and Growth 22:54 - Networking Beats Applications 25:06 - Giving Without Burnout 27:08 - AI Tools and Risks 31:52 - Looking Ahead to 2026 32:37 - Writing Harmony in Partnership 39:07 - Entrepreneur Advice Links: Elizabeth's Instagram: https://www.instagram.com/LizYangMPK Yang Law Offices: https://www.instagram.com/YangLawOffices Elizabeth LinkedIn: https://www.linkedin.com/in/lawyerliz OptiNizers: https://www.optinizers.com/  

Vincent Gethings scaled from 20 units into a $200 million multifamily portfolio while avoiding many of the financing mistakes that hurt operators over the last several years. In this episode, Vincent explains how conservative debt structures and disciplined portfolio management helped his company survive the recent multifamily downturn while many operators struggled with floating-rate bridge loans and heavy leverage. Vincent also shares how he became part of the Wheelbarrow Profits community, eventually growing into one of their top coaches before taking over the entire education platform from Jake and Gino. The conversation covers multifamily acquisitions, financing strategies, vertical integration, family office structures, operational systems, EOS and Traction, and how Vincent manages several businesses simultaneously while continuing to scale aggressively in Texas. Key Topics and Takeaways How Vincent scaled from 20 units to $200 million AUM Why conservative financing protected the portfolio The dangers of floating-rate bridge debt Why Texas multifamily deals are heavily discounted today How Wheelbarrow Profits focuses on managing assets correctly The importance of EOS and Traction operating systems Why visionary and integrator roles matter in business Guest Information Vincent Gethings is a multifamily investor, operator, educator, and leader of the Wheelbarrow Profits community. Website: Wheelbarrow Profits Instagram: Vincent Gethings Instagram

I was talking to todays guest, Nic Parish, and he said something that stopped me in my tracks. I asked Nic if his upcoming seminar was actually information for his competition. He said, "If my competition gets better, it forces us to get better." WOW! Todays episode goes into how Nic can stay in his abundant mindset, rather than gatekeeping the knowledge he has about his industry.    You can listen to today's episode at www.corymcarlson.com/podcast   In this episode, you'll discover…  Why does Nic help his competition? (1:25) Is it worth it to have an abundant mindset? (8:45) Why Nic is passionate about winning at home and work. (12:15)  How he got back up, after being severely knocked down (19:15) Nic's Bio:  lead a family of construction, logistics, and waste companies in Mississippi—where we move a lot of dirt, but we're really in the business of building people. From the field to the boardroom, I believe in ownership, clarity, and raising the bar—always. We run hard, we lead with values, and we don't make excuses. My goal? Grow companies that make life better for the people in them, the clients we serve, and the communities we touch. CEO, Burns Dirt • Burns Logistics • Burns Waste Operator turned owner EOS believer | Culture builder | Long-game mindset   Learn more here.   What's Next?  NEW!! Join the new RISE community. Check out my newest book, 'Rise and Go', HERE!

In this eye-opening episode 118, Part 1 of Going Forward, host Eric Elliott sits down with Brooke Lively, Founder of Scaling Law, for the first half of a two-part conversation on what it really takes to build a healthier, more profitable law firm. In Part 1, Brooke & Eric unpack a hard truth many law firm owners eventually face: growth is not always the same as health.Brooke has spent years helping law firms become more profitable, systemized, and scalable through financial strategy, fractional CFO work and EOS implementation. In this first part of the conversation, she & Eric dive into the pressures facing personal injury firms today, from rising client acquisition costs to private equity, case volume, cash flow & the temptation to chase more leads before fixing what is happening inside the firm.Together, they explore why “more cases” can actually create more problems when a firm does not have the cash, staff, systems, or litigation capacity to work those cases well. Brooke explains why contingency firms have to think carefully about the cost of carrying cases for months before getting paid, and why growth can become dangerous when it is not balanced with cash.Eric and Brooke also discuss the difference between a busy law firm owner and one who is actually building enterprise value. From vision and people to data, process, and traction, Brooke breaks down how EOS helps firms stop spinning in circles and start rowing in the same direction.Topics include: why growth can become dangerous for PI firms; how rising client acquisition costs impact profitability; why leads do not cure all; the relationship between case volume, cash flow & staffing; why insurance companies know which firms will litigate; signs a law firm has outgrown the way it is being managed; six key components of EOS; why law firms need vision, data & process to scale responsibly.In Part 2, we continue with a deeper look at intake, conversion rates, cash flow, owner dependency & more.Connect w/ Eric Elliott:Website: ⁠⁠⁠⁠https://ericelliott.com/Facebook: ⁠⁠⁠⁠https://www.facebook.com/ericelliottspeakerLinkedIn: https://www.linkedin.com/in/theericelliott/ Instagram: ⁠⁠https://www.instagram.com/ericmelliott/Twitter: ⁠⁠https://twitter.com/EricMElliottTiktok: https://www.tiktok.com/@ericmelliottEmail: Eric@EricElliott.comText: 843-279-5843Connect w/ Brooke Lively:Website: https://brookelively.com/Scaling Law: https://www.scalinglaw.com/LinkedIn: https://www.linkedin.com/in/brookelively/Instagram: https://www.instagram.com/scaling_law/Facebook: https://www.facebook.com/scalinglawYouTube: https://www.youtube.com/@ScalingLawSupercharge your online advertising campaigns with Optmyzr! Streamline management, optimize performance, and boost your ROI. Visit https://www.optmyzr.com/⁠⁠⁠⁠⁠ to discover how Optmyzr can revolutionize your digital marketing.Also, as a special treat for our listeners, sign up with the code GOINGFORWARD20 and enjoy an exclusive 20% discount on your first year with Trainual! Seize this opportunity to supercharge your operations & propel your business forward!Eric Elliott is the founder of VIP Marketing and Craft Creative, two agencies dedicated to helping law firms build stronger brands and sustainable growth strategies. With a background in radio, television & digital media, Elliott works with legal organizations across the country to align marketing strategy, creative storytelling & operational systems to drive measurable results.Going Forward is brought to you by VIP Marketing. VIP Marketing is a law firm marketing agency built to help firms become the choice in their market through strategy-led SEO, paid media, website design & development, brand strategy & premium video production. Based in Charleston, South Carolina, VIP Marketing serves law firms nationwide. Our website provides detailed information on our services and expertise. For more information, visit vipmarketing.com.

Seth Gordon traded a career in finance for the family HVAC distribution business. Today, as CEO of Glacier Supply Group, he brings a fresh perspective to the industry while navigating the challenges of next-generation leadership. In this revisited conversation, Jason chats with Seth about his journey from finance to duct fittings, the importance of connecting with mentors, and the Glacier team's wildly successful implementation of EOS, the Entrepreneurs Operating System. CONNECT WITH JASON LinkedIn CONNECT WITH SETH LinkedIn *** For full show notes and services visit: https://www.distributionteam.com Distribution Talk is produced by The Distribution Team, a consulting services firm dedicated to helping wholesale distribution clients remove barriers to profitability, generate wealth, and achieve personal goals.    This episode was edited by The Creative Impostor Studios.  Special thanks to our sponsors for this episode: Moblico, helping businesses do more business on mobile devices. Profit2, helping distributors charge the right price. INxSQL Distribution Software, integrated distribution ERP software designed for the wholesale and distribution industry.

If you are running your business from a kitchen table while completely relying on subcontractors to deliver your physical client assets, your scaling potential is non-existent. Your custom brand reputation is entirely exposed to the broken timelines and empty promises of third-party vendors.In this episode, Aaron sits down with Shaun Ensign, CEO and co-founder of Legacy Sign Group, to analyze the heavy operational transitions required to move from basic brokerage models to dominant regional self-manufacturing powerhouses. Shaun pulls back the curtain on how his team successfully navigated scaling from an initial 2,100 sq ft footprint straight into a fully maximized 15,000 sq ft production layout.They break down the friction points of the manufacturing generational gap, how to deploy tech-savvy project management teams to safeguard institutional knowledge, and the exact steps taken to integrate real-time AI modeling and strict EOS structural frameworks into everyday trade environments .

EOS works—until it doesn't. At a certain point, the same system that helped you get organized starts slowing you down, oversimplifying decisions, and ignoring the metrics that actually drive growth in a PI firm. In this solocast, Chris Dryer breaks down where EOS starts to fail, and what you need to layer in once your firm hits real scale. If you're looking for an agency partner that actually understands the metrics, the capital cycles, and the data required to scale a massive PI firm, head over to Rankings.io. Let's talk about turning your marketing into a true growth engine. On this episode, you'll learn: Why Level 10 meetings and scorecards break down at scale. The problem with “on track / off track” thinking for real growth decisions. What EOS completely ignores about capital cycles and cash flow. The missing layers: strategy, data, and competitive positioning frameworks. If you like what you hear, hit Subscribe. We do this every week. Buy tickets for PIMCON 2026: https://hubs.li/Q04bf9vT0  Subscribe to our newsletter:  newsletter.rankings.io Get Social! Personal Injury Mastermind (PIM) powered by Rankings.io is on Instagram | YouTube | TikTok