Podcasts about eos entrepreneurial operating system

Joining us this week is Amy Brauns, Practice Manager, RVT at Everhart Veterinary Medicine located in Baltimore, Maryland. People management can truly be the hardest part of veterinary leadership, and in this episode, Amy, who brings nearly two decades of experience and a deeply thoughtful approach, gets real about what it means to “coach up or coach out.” She shares how she and her leadership team leaned into the EOS (Entrepreneurial Operating System) model to face the messy, uncomfortable truth - most problems come down to people. From there, they started using The People Analyzer™ tool to assess who really gets the job, who wants the job, and who has the capacity to do the job. This approach is not about forcing people out but is rather about clarity, self-reflection, and giving people the tools (and space) to figure whether or not they are in the right place. Not every place is the right fit for everyone, and that's totally okay. We talk through the tough stuff such as confronting long-standing team members who are great at the job but toxic to the culture as well as taking on those dreaded “this isn't a fit” conversations. Amy explains how their structured coaching process has turned struggling employees into top performers and helped others leave on their own terms, with dignity. If you have ever found yourself avoiding hard conversations or keeping someone around just because they have been there forever even though they might not be the right fit for your workplace culture, then this episode is definitely for you. Amy doesn't sugarcoat the process, but we agree that the transformation on the other side is worth it!   Show Notes: [1:37] - Amy Brauns reveals how using EOS clarified that most problems are people-related. [4:09] - Hear how soft skills proved difficult to teach, leading to better team alignment over time. [6:41] - Hear how, despite team longevity, change ultimately happened via clear communication and tools like The People Analyzer™. [8:25] - Amy's team focused mainly on role clarity and transparency, helping staff self-correct before goals were even set. [10:46] - Jill opens up about how removing a toxic veteran employee revived morale and reaffirmed her team's culture. [12:28] - Amy affirms that even just a couple of people who are rowing in the wrong direction can completely disrupt morale. [14:26] - Amy asserts that coaching begins with transparency and standards, helping staff improve or realize that the role isn't right for them. [17:22] - Exceeding expectations via hospitality and core values creates a standout, people-centered client experience. [20:56] - Amy advocates for accountability and structured check-ins. [23:56] - Jill adds that emotional intelligence must be taught and nurtured, both at work and in personal development. [24:51] - Transparency and consistency help build trust, leading to stronger and more unified teams. [26:40] - Empowering and trusting staff to solve problems on their own also helps build trust as well as confidence. Thank you for listening. Remember you are not in this alone. Visit our website for more resources. Links and Resources: ●      VHMA Web Page ●      VHMA Coronavirus Resources ●      VHMA Facebook ●      VHMA Twitter ●      VHMA on Linkedin ●      Amy Brauns on LinkedIn ●      Everhart Veterinary Medicine Web Page ●      Everhart Veterinary Medicine on LinkedIn ●      EOS Web Page ●      The People Analyzer™ Tool

In this compelling episode, marketing trailblazer Jay Berkowitz takes us on a journey from his early days working for household names like Coca-Cola and McDonald's in Canada to becoming a digital marketing pioneer in the U.S. Jay shares how he helped grow a dot-com startup into a $60 million company at the dawn of the internet advertising era—before Google was even out of beta. Through a mix of firsthand stories, evolving marketing philosophies, and game-changing innovations, Jay outlines how he transitioned from consultant to full-scale digital agency founder, and how his strategic approach to sales and public speaking helped him build long-lasting success. Jay delves into the transformative impact of artificial intelligence on search marketing, the importance of leading industry trends, and his team's commitment to innovation through the "Rule of Three" and quarterly product launches. He highlights key lessons from books like The E-Myth and Traction, and explains how implementing structured systems like EOS helped him scale his agency while empowering his team. Listeners will gain deep insight into how niching down, adapting quickly to technology shifts, and building a leadership-driven culture can unlock sustainable business growth—especially in competitive sectors like legal marketing. Takeaways: Success in digital marketing and business often begins with identifying a real, unmet need—whether it's helping companies get online, educating audiences on emerging tools like Google, or modernizing direct response strategies. Solving meaningful problems builds trust and creates organic demand.Before scaling a business, it's vital to understand how to sell your services. Speaking engagements, clear value propositions, and a strong understanding of the client's pain points help establish authority and drive growth—often more effectively than traditional sales pitches.Applying systems like the EOS (Entrepreneurial Operating System) or the E-Myth framework enables businesses to scale sustainably. Implementing SOPs, structured leadership roles, and regular strategy sessions creates stability and fosters long-term growth.Leveraging emerging technologies like AI and tools such as ChatGPT or automated intake systems can offer a major competitive advantage. A proactive mindset toward testing and integrating new tools is essential to stay relevant in a rapidly evolving digital landscape.Focusing on a specific vertical—like personal injury law or franchise marketing—enables deeper expertise, easier prospecting, and better client results. Niching down streamlines operations and opens the door for scalable, repeatable strategies that outperform generalized approaches.Successful marketing today is built on data. Understanding a business's digital footprint—from Google Maps rankings to PPC performance—can uncover opportunities that significantly impact client outcomes. Tools and reporting are no longer optional—they're foundational. High-performing teams are built on trust, shared leadership, and mutual accountability. Clients who approach marketing as a partnership, trust expert advice, and operate with structured business practices consistently achieve better results and long-term growth.

In this episode of Now That's IT: Stories of MSP Success, host Chris Massey sits down with Craig Fisher and David Izen of Technica Solutions to uncover how a chance meeting—and a well-timed kebab—sparked a complete transformation of their MSP business.Craig and David share how they moved beyond the limitations of a technical-first approach to build a thriving, growth-driven MSP. They dive into the hard decisions, including shedding old habits, embracing EOS (Entrepreneurial Operating System), joining peer groups, and making bold moves to scale their business.Listeners will gain insights into:Why purely technical focus limits growth and how to shift to a strategic mindsetHow EOS provided the structure and accountability to drive transformationThe role of peer groups and industry connections in fueling business growthKey takeaways for MSP owners and leaders navigating today's challengesWhether you're an MSP veteran or just starting out, Craig and David's story is a testament to the power of partnership, resilience, and smart business strategy.Tune in to discover how Technica turned a near-stagnation into an inspiring success story—and why “it takes two” to truly transform.Let us help you unlock your business's full potential.N-able Business Transformation is Expert led and Peer informed.These valuable executive programs are tailored to provide effective guidance and a faster path to a scalable and successful business.Book a Call with Chris Massey now to learn what Business Transformation can do for you! 'Now that's it: Stories of MSP Success,' dives into the journeys of some of the trailblazers in our industry to find out how they used their passion for technology to help turn Managed Services into the thriving sector it is today. Every episode is packed with the valuable insights, practical strategies, and inspiring anecdotes that lead our guests to the transformative moment when they knew….. Now, that's it.This podcast provides educational information about issues that may be relevant to information technology service providers. Nothing in the podcast should be construed as any recommendation or endorsement by N-able, or as legal or any other advice. The views expressed by guests are their own and their appearance on the podcast does not imply an endorsement of them or any entity they represent. Views and opinions expressed by N-able employees are those of the employees and do not necessarily reflect the view of N-able or its officers and directors. The podcast may also contain forward-looking statements regarding future product plans, functionality, or development efforts that should not be interpreted as a commitment from N-able related to any deliverables or timeframe. All content is based on information available at the time of recording, and N-able has no obligation to update any forward-looking statements.

Wondering how to thrive in the unique dynamics of a family business?In this episode, Adam sits down with Taylor Gandy, a third-generation CEO, to unpack his journey of stepping into leadership and the game-changing impact of the Entrepreneurial Operating System (EOS).They dive into how clearly defined core values can shape hiring decisions, why community involvement matters, and what it really takes to lead a legacy business into the future.Whether you're part of a family-run company or simply passionate about leadership, you'll walk away with practical advice and fresh inspiration for your own business path.0:00 Intro5:43 Learning To Love The Family Business10:55 Separating Visionary And Integrator Roles16:27 Hiring For Character And Core Values21:45 Implementing EOS In Family Business27:51 Focusing On Solving Important Problems34:28 EOS Journey And Annual Meetings38:04 Building Legacy For Next Generation41:42 Advice For Entering Family BusinessResources Mentioned:

On this episode of the Best Ever CRE Show, Joe Fairless interviews Vince Gethings, a multifamily investor and founder of Tri-City Equity Group. Vince shares how he's scaled a portfolio of 10 apartment communities totaling 800 units and over $100M in assets under management. He discusses his integration of small business ownership—including a flooring company and home installation franchise—to support his real estate operations and cash flow strategy. Vince also dives into the EOS (Entrepreneurial Operating System) framework that he uses to manage his six companies, how he structures L10 meetings across them, and his evolving investment thesis—shifting from C-class value-add to newer, higher-quality multifamily assets in DFW. A candid story about a painful loan retrade underscores the importance of holding firm at the closing table. Vince Gethings Current role: Founder of Tri-City Equity Group; Owner of multiple businesses including flooring and installation companies; Successor to Jake & Gino's Vivo Profits Academy Based in: Dallas–Fort Worth, Texas Say hi to them at: vince@wheelbarrowprofits.com or visit vincegethings.com Get a 4-week trial, free postage, and a digital scale at ⁠https://www.stamps.com/cre⁠. Thanks to Stamps.com for sponsoring the show! Post your job for free at https://www.linkedin.com/BRE. Terms and conditions apply. Join the Best Ever Community  The Best Ever Community is live and growing - and we want serious commercial real estate investors like you inside. It's free to join, but you must apply and meet the criteria.  Connect with top operators, LPs, GPs, and more, get real insights, and be part of a curated network built to help you grow. Apply now at ⁠www.bestevercommunity.com⁠ Learn more about your ad choices. Visit megaphone.fm/adchoices

Discover practical leadership strategies to help you build a more engaged, productive team while avoiding burnout. Join host Matt Seitz, Chief Marketing Officer at C2P, as he interviews Josh Friberg, Transformational Emcee and Event Designer from Your Event Elevated. Learn how to establish yourself as a trusted leader, empower your team members, and approach difficult conversations constructively. From defining effective leadership traits to implementing communication strategies, this episode covers essential tactics for financial advisors looking to enhance their leadership skills and multiply their impact.Resources:Previous episode with Josh Friberg: Converting Culture into Growth: How Elite Financial Advisors Create High-Performing TeamsBooks referenced:Smarter, Faster, Better by Charles DuhiggVisioneering: Your Guide for Discovering and Maintaining Personal Vision by Andy Stanley Slow Productivity: The Lost Art of Accomplishment Without Burnout by Cal NewportFramework referenced: Simon Sinek's Golden CircleSystem referenced: EOS (Entrepreneurial Operating System)

In today's episode of the Second in Command podcast, co-host Sivana Brewer is joined by John Wallet, President of STC Safety and Risk Management.This conversation explores the complexities of leading teams and navigating the often delicate balance between visionary and integrator roles. Sivana and John discuss the importance of cultivating confidence in decision-making and the value of having systems in place to support clear communication, particularly when facing moments of uncertainty. You'll gain insights into learning from mistakes and how to move forward, shedding light on how leaders can grow and adapt while maintaining focus on their organization's objectives.You'll discover the challenges and rewards of working with a younger workforce, emphasizing the need for empowerment and accountability. John reflects on the generational differences in priorities, particularly around culture and values, offering advice on fostering an environment where employees feel supported and truly part of the company's mission.This episode offers practical advice, a look into the intricacies of leadership roles, and a behind-the-scenes glimpse into balancing career with family life.If you've enjoyed this episode of the Second in Command podcast, be sure to leave a review and subscribe today!Enjoy!In This Episode You'll Learn:John's role at STC Safety and Risk Management, specializing in safety and risk management consulting for the construction industry.The role of visionary leaders in guiding a company towards technological adoption and innovation.The concept of an integrator in EOS (Entrepreneurial Operating System), which aligns with John's natural strengths in data-driven, logical thinking.The importance of having clear processes and standard operating procedures (SOPs) to ensure consistency and accountability. The importance of a healthy relationship between the visionary and the integrator.And much more...Resources:Connect with John: Website | LinkedInConnect with Cameron: Website | LinkedInGet Cameron's latest book – "Second in Command: Unleash the Power of Your COO"Get Cameron's online course – Invest In Your Leaders

“Expectations are just clarity.” In this episode, Tim sits down with Chip Brown, Vice President of  Northeast Distribution to discuss EOS (Entrepreneurial Operating System), a framework to optimize your business with structure, consistency, and efficiency, utilizing lateral communication and ongoing involvement throughout your company. Tim and Chip talk about: The 6 components of EOS - vision, data, process, traction, issues, and people. The cadence of weekly/quarterly/annual meetings with teams and establishing the “heartbeat” of an organization. Building a foundation for successful implementation and alignment. Weekly L10 (Level 10) meetings within the EOS toolbox, including: check-ins, measurables, weekly action items, and the IDS (Identify, Discuss, Solve) process. The cadence of getting things done and how this impacts the culture of a business. Don't miss this episode and find out why "when everything is important, nothing is important." Check out the book “Traction” by Gino Wickman, talked about in this episode: https://a.co/d/8NAlOqN ------ Become a supporter of The Fire Time Network and get access to awesome rewards: ⁠⁠⁠https://itsfiretime.com/join⁠⁠⁠ To hear more audio articles from our magazine, subscribe to the Fire Time Magazine Podcast: ⁠⁠⁠https://www.itsfiretime.com/magazine⁠⁠⁠ Read The Fire Time Magazine Reader Edition online: ⁠⁠⁠https://magazine.itsfiretime.com⁠⁠⁠ Download The Fire Time Magazine app to get full access to the magazine (for free): ⁠⁠⁠https://www.itsfiretime.com/app

On this episode of Best Ever CRE, Slocomb Reed interviews Kyle McGee, a Pensacola-based real estate developer and investor, about how he's built a vertically integrated real estate company spanning construction, residential sales, multifamily investing, and property management. Kyle shares his journey from starting as a realtor to running a $22M business and highlights how implementing EOS (Entrepreneurial Operating System) has helped him scale while maintaining focus and culture. He discusses the challenges of managing rapid growth—especially cash flow—and how strategic coaching and masterminds have helped him lead more intentionally. Kyle McGee Current Role: Founder of a vertically integrated real estate company specializing in multifamily, development, and construction in the Florida Panhandle Based in: Pensacola, Florida Say hi to them at: https://www.linkedin.com/in/kylemcgee/ Get a 4-week trial, free postage, and a digital scale at ⁠https://www.stamps.com/cre⁠. Thanks to Stamps.com for sponsoring the show! Post your job for free at https://www.linkedin.com/BRE. Terms and conditions apply. Join the Best Ever Community  The Best Ever Community is live and growing - and we want serious commercial real estate investors like you inside. It's free to join, but you must apply and meet the criteria.  Connect with top operators, LPs, GPs, and more, get real insights, and be part of a curated network built to help you grow. Apply now at ⁠www.bestevercommunity.com⁠ Learn more about your ad choices. Visit megaphone.fm/adchoices

What do car flipping, tech layoffs, and international travel have to do with a booming real estate business? For Olatokunbo Oni, they were all key stops on the road to success. Full Description: In this powerful episode, Dave Dubeau chats with Olatokunbo Oni, a multi-faceted real estate entrepreneur who has mastered multiple strategies in both residential and commercial investing. From getting started by flipping cars and diving into real estate during the tech bust, to building a machine-like business that runs on systems, lead flow, and delegation—Oni breaks down exactly how he runs not one, but four active real estate businesses. Oni shares how he structures his team, why deal flow is king, and how he uses a CRM-powered cold calling and direct mail system to generate leads at scale. You'll hear how he closes deals through wholesaling, brokering, and direct acquisitions—and how he even turned a cold lead into a $15M+ pipeline. Oni also discusses how he keeps everything running, even when he's abroad, using the EOS (Entrepreneurial Operating System) model. What You'll Learn: The four smart ways Oni structures his real estate business How he transitioned from flipping cars to houses—and then commercial properties Systems and strategies for high-volume lead generation and deal flow Why he prefers joint ventures over syndications His passion for giving back through mentorship and non-profit work   - Get Interviewed on the Show! - ================================== Are you a real estate investor with some 'tales from the trenches' you'd like to share with our audience? Want to get great exposure and be seen as a bonafide real estate pro by your friends? Would you like to inspire other people to take action with real estate investing? Then we'd love to interview you! Find out more and pick the date here: http://daveinterviewsyou.com/

  Why do we glorify being busy, and how can we shift to meaningful productivity? In episode 169 of the Overlap Podcast, hosts Sid Sexton and Keith Glines dive into the critical difference between being busy and being productive. They explore how modern culture perpetuates the "busy" badge of honor and share actionable strategies to stay focused in a world full of distractions. From leveraging the Pareto Principle to mastering calendar management, this episode offers practical insights for entrepreneurs, leaders, and anyone striving to make an impact in their work and life. Tune in to learn how to align your efforts with your goals and thrive in any season of life.   What You Will Learn How to distinguish between busyness and productivity Strategies to identify and focus on your most impactful tasks Practical tools for leaders to define success for their teams Techniques to manage your calendar and say "no" effectively Key Topics Discussed The cultural pressure to always be "busy" and its impact on productivity How the 80/20 rule (Pareto Principle) can transform your approach to work The importance of setting clear KPIs (Key Performance Indicators) for team success Why calendar management is a game-changer for elevating your career The power of asking for clarity when success isn't defined Show Resources and Links Overlap Podcast Website: https://overlaplife.com/ Roadmap for Growth Course: https://treebusiness.com/ EOS (Entrepreneurial Operating System): https://www.eosworldwide.com/ Sponsor Spotlight Content Fresh: Elevate your social media presence with Content Fresh, the team that boosted the Overlap Podcast's reach by 2235% across platforms. https://contentfresh.com/ Barranco and Associates: Trust Johnny Barranco and his team for holistic financial planning and top-notch accounting services tailored to your long-term goals. https://barrancoandassociates.com/ C2 Wealth Strategies: Work with Wes Cody and C2 Wealth Strategies to build a personalized financial plan for wealth creation and financial freedom. https://c2wealth.com/ Roadmap for Growth: Scale your small service business with Chris Francis and Rick Miller's online course, designed to help you build teams and lasting systems. https://treebusiness.com/ Quotes “There's a difference between being busy and being productive. If you're just running around putting out fires, you're probably setting them yourself.” – Sid Sexton “Busy is a cop-out. Ask someone how they've been busy, and most can't explain it.” – Keith Glines “The number one reason leaders elevate is their ability to control their calendar.” – Sid Sexton In a world that celebrates busyness, staying focused on what truly matters is a superpower. Sid and Keith remind us that productivity isn't about doing more—it's about doing the right things. By embracing the 80/20 rule, setting clear expectations, and mastering your calendar, you can move closer to your goals without burning out. Whether you're leading a team or navigating your own career, this episode equips you with the tools to turn “busy” into “good busy” and thrive in any season. Subscribe, share this episode with someone who needs to hear it, and visit overlaplife.com for more resources to fuel your growth. 

In this episode, we sit down with Andy Seavers, CEO and co-founder of Case Status, a groundbreaking client engagement platform built to transform how law firms communicate with their clients. From his early days chasing a record deal with his high school band to becoming a tech-savvy entrepreneur deeply entrenched in legal innovation, Andy shares a candid and inspiring journey of resilience, creativity, and business insight. He opens up about the origin story of Case Status, born out of real pain points in the legal world, and how they pushed against industry resistance to bring modern, client-centered solutions to law firms across the country. Andy dives into how Case Status leverages AI, data, and sentiment analysis to improve client satisfaction and streamline legal operations—without cutting corners on care or compliance. He also talks about building a company culture that's “RAD” (Radically Disruptive, Actively Curious, and Dedicated to the Team), the lessons learned from startup life and raising over $30 million in funding, and the personal rhythms that keep him grounded—whether that's flying a plane, playing guitar, or hitting the golf course. This conversation is packed with wisdom for entrepreneurs, technologists, and legal professionals alike. Takeaways: The legal industry, traditionally resistant to change, is now embracing technology—especially in client engagement and communication—as a necessary step toward improving service and efficiency.Providing transparency, timely communication, and proactive service is no longer optional. Law firms are being challenged to match the accessibility and visibility clients expect from other industries, like banking.Artificial intelligence is not about eliminating jobs in law; it's about enhancing communication, improving response quality, and enabling legal teams to focus on complex tasks by handling repetitive ones more efficiently.Some of the most impactful tech advancements happen in industries others overlook. By identifying real pain points in legal client communication, significant business opportunities can emerge.Building a strong internal culture with clear values—like being radically disruptive, actively curious, and team-oriented—can align a team, fuel innovation, and maintain motivation through challenges.Operating frameworks like EOS (Entrepreneurial Operating System) help teams align around long-term goals, make smarter decisions, and stay focused on impactful work across all departments.Creating separation between work and home, building in-person culture hubs, and carving out personal time for hobbies or passions can be essential for avoiding burnout—especially in high-growth startup environments.

In this episode of the Marketing 4 Business Podcast, Scott chats with Stanley Henry, founder of The Attention Seeker, former hotel GM, and unapologetically bold business leader, to unpack what it really takes to build a brand that cuts through the noise and a business culture that makes people want to stay.From running eight-figure hotels to scaling a content agency from a spare bedroom to 40 staff, Stanley shares what he's learned about leadership, storytelling, and systemising for scale. He dives into the power of EOS (Entrepreneurial Operating System) for growing young leaders, how to build creative processes that encourage radical feedback, and why transparency, even around salaries, drives team buy-in and business performance.You'll also hear:Why Stanley believes marketing hasn't changed – but the bar for storytelling hasHow “don't be a dick, grow or die, challenge the status quo” became a core company valueThe origin and impact of Decompression Week (and why it's worth every cent)How personal branding helped fuel 50% of Stanley's business growthThe mindset behind setting a BHAG of 10 billion followers (yes, billion)Whether you're building a creative agency, leading a small business, or just want to be a better storyteller and leader, this episode is packed with bold insights, real-life lessons, and plenty of ideas to take back to your team.See below for ways to get in touch with us…Connect with Stanley on LinkedIn hereFollow the Marketing 4 Business podcast on Instagram hereFollow Digital Influence on Instagram hereConnect with Scott on LinkedIn hereEager to enhance your marketing strategy? Book in for a complimentary strategy chat with our team to discuss your marketing here.Have Fun & Take Action

From $500K to $8M — Without Losing Your Sanity or Your Soul | Stephen Ward on Beyond the Claim What does it actually take to scale a company without burning out or blowing up your team? In this episode of Beyond the Claim, I sit down with Stephen Ward — fractional integrator, systems genius, and the guy who helped grow a business from $500K to $8M using EOS (Entrepreneurial Operating System). We go deep on:

As we relaunch Successful Scales, we're thrilled to kick things off with none other than Certified EOS Implementer Leslie Camacho.In this episode, we dive into Leslie's journey, unpacking his experiences and expertise as we explore the real (and often messy) side of business growth. We explore what the EOS (Entrepreneurial Operating System) framework looks like in practice, how different businesses experience it, and what it really takes to overcome the challenges that come with growth.From leadership mindset shifts to building transparency and clarity within your organization, this conversation is packed with practical insights and real talk that any business leader can learn from.Timestamps0:00 Meet Our Guest: Leslie Camacho0:57 Welcome to the Show1:43 Kicking Off the Conversation3:50 From Consultant to Coach: Leslie's Path to Helping Teams Thrive10:11 What is EOS and How Does It Work?14:55 How EOS Journeys Differ from Business to Business17:22 Experience, Expertise, & Shifting Mindsets23:38 Tackling Organizational Roadblocks37:44 Getting Clear on Your Business Vision46:44 The Role of Transparency in Growing a Business52:31 Final Takeaways & Advice for Business Owners✨ Download our FREE Financial Planning Template for Amazon Sellers: https://bit.ly/free-amazon-financial-...✨ Connect with our guest: ✨ Connect with us on social media:Yoni on LinkedIn -   / yonkoz  LinkedIn -   / successful-scales  Instagram -   / successfulscales  ✨ More about us:MultiplyMii Staffing - https://multiplymii.comEscala Consulting - https://weareescala.comSuccessful Scales Podcast - https://successfulscales.com✨ Full video episodes are always uploaded on YouTube:Subscribe here: https://lnkd.in/gAuEXjS✨ We're on all major podcast platforms: Apple Podcasts - https://bit.ly/successful-scales-appleSpotify - https://bit.ly/successful-scales-spotifyGoogle Podcasts - https://bit.ly/successful-scales-googleAnchor - https://bit.ly/successful-scales-anchorStitcher - https://bit.ly/successful-scales-stit...

In this special mashup episode, Mark Jewell brings together insights from three powerhouse agribusiness leaders: Nick Bancroft, Josh Waggener, and Amy Kinsler. Each guest shares unique perspectives on intentional leadership, company culture, and strategies for long-term success in agribusiness. From running a family business to leading major acquisitions and implementing cutting-edge talent development programs, this episode is packed with valuable lessons on leadership, growth, and sustainability.Key Themes & Takeaways:✅ Building and Sustaining a Strong CultureNick Bancroft emphasizes the importance of intentional planning, clear values, and employee engagement in maintaining a thriving family business.Josh Waggener highlights how trust and open communication create a strong, unified workforce, even amidst rapid expansion.Amy Kinsler shares how culture serves as a filter for decision-making, ensuring alignment with a company's mission and values.✅ Strategic Leadership & GrowthNick discusses EOS (Entrepreneurial Operating System) as a tool for structuring leadership and goal setting.Josh introduces the infinite mindset, inspired by Simon Sinek, focusing on long-term success rather than short-term wins.Amy emphasizes the importance of consistent leadership during major changes, such as mergers and industry shifts.✅ Talent Development & RetentionAgroLiquid leverages a full-time recruiter and engagement surveys to attract and retain top talent.Hutson, Inc. prioritizes empathy and leadership development to build a sustainable workforce.Keystone Cooperative's "Seed" program partners with FFA to train high school seniors for agribusiness careers, ensuring a pipeline of future talent.✅ The Power of IntentionalityPlanning and prioritization are key—“Live by your calendar” (Nick Bancroft).Leadership isn't about control—it's about empowering people closest to the customer to make key decisions (Amy Kinsler).Success comes from being present, listening, and acting on feedback (Josh Waggener).Notable Quotes:"Calm is contagious." – Amy Kinsler"A good culture means clear expectations, frequent communication, and an engaged team." – Nick Bancroft"The goal isn't to win, it's to keep the game going and thriving." – Josh Waggener"If you want a strong business, be intentional about talent, culture, and leadership development." – Mark Jewell

Ever feel like your business is stuck in a frustrating loop? Effectively resolving business issues is the escape hatch, and Chris Davenport's story is your guide. He's not your typical guru. He's a tech enthusiast who stumbled into entrepreneurship and then hit a wall at $10 million. Instead of giving up, he discovered EOS (Entrepreneurial Operating System) and completely transformed his company. Chris delivers real-world strategies for building high-performing teams, making tough decisions with confidence, and fostering the kind of open communication that actually gets results. If you're ready to break free from the plateau and finally unlock the growth your business deserves, dive into this episode.Love the show? Subscribe, rate, review, and share!

Can't make it in person? No problem! Join our Mastermind Event Virtually and get all the game-changing insights from anywhere. Secure your virtual seat now! Click here to register: https://buy.stripe.com/fZe3eP33taew0uI8xy This episode is a must-listen for any business owner who's struggling with their team dynamics. If you've got people problems, this framework will help you diagnose and fix them before they take your business down with them. If you've ever felt like most of your business headaches come down to people, you're not alone. In this episode, we dive into the idea that 80-90% of business problems are really people problems. Drawing from years of mentorship under Mark McDonald and the principles of EOS (Entrepreneurial Operating System), we break down the four categories every team member falls into—and what to do about it. From hiring mistakes to tough calls on employees who don't fit, this episode gives gym owners and business leaders a no-nonsense framework for evaluating their staff and making the right moves to protect their culture and success. 5 Key Takeaways:The Four People Issues: Every team member falls into one of these categories:Right person, right seat (ideal scenario).Right person, wrong seat (misplaced talent).Wrong person, right seat (high performer, bad culture fit).Wrong person, wrong seat (big mistake, needs to go).Right People Need Growth Too: Don't neglect your best employees—help them see their future in your company by aligning their goals with business growth.Misplaced Employees Can Be Saved (Sometimes): A team member who fits your culture but struggles in their role might just need a different seat. Moving them can be tough, but it's often worth it.Toxic High Performers Will Kill Your Culture: A top performer who doesn't align with your values is a ticking time bomb. No matter how talented they are, they will erode trust and teamwork if left unchecked.Hiring is a Skill You Must Master: Many people problems stem from hiring mistakes. Learn to ask better questions, check references thoroughly, and trust your gut when making staffing decisions. Can't make it in person? No problem! Join our Mastermind Event Virtually and get all the game-changing insights from anywhere. Secure your virtual seat now! Click here to register: https://buy.stripe.com/fZe3eP33taew0uI8xy If you're a gym owner seeking answers on how you can grow your gym, make more money, and have more freedom to do what you love, visit www.vincegabriele.com or book a call by CLICKING HERE!

Running a successful business goes beyond day-to-day operations—it's about leadership, vision, and leveraging the right frameworks to scale. In today's episode, we're joined by Maureen and business strategist/therapist Kareen Walsh to explore how to elevate your business and lead with purpose.  Maureen shares her retail journey, from early successes to learning how to balance control and leadership after scaling her business. Kareen brings her expertise in conscious leadership and explains how using the EOS (Entrepreneurial Operating System) framework can help business owners feel more in control and aligned with their vision.  We'll also cover how to adjust your management style, when to let go of control, and how to create a leadership strategy that works for your business at any stage of growth. [2:33] Introducing Kareen  [4:23] Maureen's retail journey  [9:19] Becoming a visionary leader for your team  [12:10] Using the EOS framework to scale your business  [15:58] Lessons in letting go of control  [16:57] Balancing leadership styles  [30:16] Leveraging frameworks while maintaining your unique business approach  Get all of the resources in the show notes on our website: https://rootedinretail.com/episodes/mastering-visionary-leadership-in-business-featuring-maureen-kareen-walsh/Join the Rooted in Retail Facebook Group to continue the conversation Get your ticket to EVOLVE 2025 - $200 off when you use the code rooted Join our newsletter for all the latest marketing news for retailers Show off your super fandom by getting your Rooted in Retail Merch!

What happens when two powerhouse frameworks collide? In this episode, Sara dives into a fascinating conversation with Jessica Lee, exploring the dynamic intersection of EOS® (Entrepreneurial Operating System®) and OKRs (Objectives and Key Results) in business management. As both an EOS integrator and an OKR coach, Jessica shares her unique expertise, offering actionable insights into how these two frameworks can work in harmony to help organizations not just survive but truly thrive. Episode Highlights: The complementary relationship between EOS and OKRs in business management Understanding the crucial visionary-integrator dynamic in leadership How EOS provides structure for businesses ready to scale The importance of proper goal-setting and measurement systems Role definition and its impact on organizational success The value of coaching in implementation of both frameworks Key Concepts Explored: EOS Framework Components Vision Traction Organizer (VTO) Rocks and Measurables People Analyzer Accountability Chart L10 Meetings Leadership Dynamics Visionary (CEO) role and characteristics Integrator role and responsibilities Creating effective partnership between both roles Goal Setting and Measurement Integration of EOS rocks with OKR methodology Importance of measurable outcomes Balance between vision and execution Organizational Structure Role definition before performance evaluation Right people in right seats concept Simplified organizational structure approach Episode Chapters 00:00 Introduction to Thinkydoers Podcast 00:58 Live from the Race Trailer 02:16 Guest Introduction: Jessica Lee 03:06 Understanding EOS and OKRs 04:40 Implementing EOS in Small Businesses 13:55 The Role of the Integrator 20:31 Accountability and Goal Setting 26:57 Conclusion and Farewell Notable Quotes: "Having a shared vocabulary and shared words and meanings within an organization could probably alleviate 75 percent of conflict that happens in businesses." - Sara Lobkovich "Find out what matters to your people. That's how you're going to get the most out of the people you have." - Jessica Lee "What I learned from OKR coaching was that staying quiet and letting someone else reach the answer can be the hardest—and most impactful—work." - Jessica Lee "Research shows that we will dramatically overestimate what we think we could do in a short amount of time, but we will grossly underestimate what we could do in a larger amount of time." - Jessica Lee Guest Information:  Jessica Lee owns Optimized Execs, a business consulting firm helping CEOs of small and medium-sized businesses who feel overwhelmed and unsure about growth strategies. Her experience includes serving as a COO and implementing EOS in various organizations. Jessica's Resources Mentioned: Book: "Traction" by Gino Wickman Book: "Rocket Fuel" (focused on visionary-integrator relationship) Website: www.optimizedexecs.com LinkedIn: Jessica Lee Website: www.optimizedexecs.com Sara's Links and Resources: Join Sara's Email Newsletter: https://findrc.co/4asU5wo Email Sara at hello@redcurrantco.com Other Free No-BS OKRs Resources: Access all free resources Thinkydoers (not-just-an OKR podcast) Home Page: https://saralobkovich.com/thinkydoers-pod Visit https://ck.redcurrantco.com to join the newsletter for additional resources and early access to new tools. Find full show notes and the episode transcript via https://findrc.co/thinkydoers!

In the next episode of Trial Lawyer View podcast, host Jason Lazarus sits down with Brian Glass from BenGlassLaw to explore how he's helped to build a practice that thrives on values, exceptional client service, and employee growth. Learn how Brian implemented EOS (Entrepreneurial Operating System) to streamline operations and create a culture where both employees and clients thrive. Brian also shares top strategies for improving client experiences, including the power of Google reviews, marketing tailored to firm values, and leveraging offshore resources for efficiency. Plus, hear insights from his podcast Life Beyond Briefs, and discover his approach to work-life balance and financial freedom. Don't miss these actionable strategies for elevating your practice! https://tinyurl.com/43b454a3 03:01: Why He Implemented EOS and How They Figured Out Their Mission of Thrive 06:16: The Impact on the Efficiency of his Firm and how it Operated After their Mission Was Implemented 11:26: Growth Opportunities Offered to his Staff and its Effects 13:50: Strategies Implemented to Enhance Client Experience and Ensure his Firm Stood Out 18:40: Being CEO of his Law Firm 21:53: Great Legal Marketing and What it Provides to the Firm 25:22: How His Firms Marketing Messaging Resonates with Potential Clients 27:41: Leveraging Google Reviews 30:13: How he Uses Offshore to Operate his Firm More Efficiently 35:33: How did he Create a Law Practice that Aligns with his Values and Allows for Financial Freedom, Family Time 40:48: His Podcast Life Beyond Briefs 41:30: His View as a Trial Lawyer

In this episode of Roofing Road Trips®, Heidi J. Ellsworth sits down with Shawn Flynn and Stephanie Tsatsos to discuss the increase of mergers and acquisitions (M&A) in 2025. They will explore how roofing businesses can prepare to maximize their value, identify key trends, pass the torch to the next generation and navigate the transition process. Stephanie, an experienced EOS (Entrepreneurial Operating System) implementer, shares insights on how contractors can leverage EOS to position their companies for a successful acquisition. Plus, they will cover why the roofing industry remains a stable opportunity for the next decade.      Learn more at RoofersCoffeeShop.com!  https://www.rooferscoffeeshop.com/     Are you a contractor looking for resources? Become an R-Club Member today! https://www.rooferscoffeeshop.com/rcs-club-sign-up     Sign up for the Week in Roofing!  https://www.rooferscoffeeshop.com/sign-up     Follow Us!   https://www.facebook.com/rooferscoffeeshop/   https://www.linkedin.com/company/rooferscoffeeshop-com   https://x.com/RoofCoffeeShop   https://www.instagram.com/rooferscoffeeshop/   https://www.youtube.com/channel/UCAQTC5U3FL9M-_wcRiEEyvw   https://www.pinterest.com/rcscom/   https://www.tiktok.com/@rooferscoffeeshop   https://www.rooferscoffeeshop.com/rss     #RapidRevOps #RoofersCoffeeShop #MetalCoffeeShop #AskARoofer #CoatingsCoffeeShop #RoofingProfessionals #RoofingContractors #RoofingIndustry 

In this episode of Zero to 5000, host Drew McClure sits down with Derek Martin, co-founder of Driver Defense Team, a Chicago-based criminal defense law firm specializing in DUIs, traffic tickets, and other criminal cases. Since taking over a failing firm eight years ago, Derek has grown it into a thriving business with 25 employees and national recognition, landing on the Inc 5000 list for two consecutive years. Derek shares the highs and lows of his journey, from taking over a defunct firm to implementing transformative strategies like radical transparency, weekly scorecard meetings, and EOS (Entrepreneurial Operating System). He reveals how focusing on a niche and delivering exceptional client service has not only helped the firm stand out but also turned challenges into opportunities. This inspiring conversation dives into leadership, scaling a service-based business, and the power of delivering more than just a service—delivering an experience. Key Takeaways: Transparency Builds Trust: Weekly scorecard meetings and openness about the firm's financial status helped Derek win over employees and rebuild morale after acquiring the business. Customer Experience as a Growth Driver: Derek's shift to providing "white-glove" client service—proactive communication and regular updates—transformed Driver Defense Team into a law firm of one in a crowded market. The Power of Niching: By focusing solely on DUIs and traffic cases, Derek has positioned the firm as a market leader, avoiding the trap of being a jack-of-all-trades. EOS for Scaling: Implementing the principles of the Entrepreneurial Operating System gave the firm structure and efficiency, making it easier to manage and scale. Leadership Evolution: Derek highlights the importance of hiring smarter people, delegating responsibility, and stepping back to focus on managing the business rather than working in it. Notable Quotes: “You don't know what you don't know. EOS and mastermind groups were game-changers for my mindset and operations.” "People won't remember the outcome of their case, but they'll always remember how you made them feel." "When you provide exceptional service, you stop competing on price and start competing on value." "Our firm's growth isn't just about great legal work. It's about being proactive, transparent, and exceeding expectations."

On this episode of Zero to 5000 with host Drew McClure, Kevin Stoller, co-founder of Kay-Twelve, shares his journey from traditional business beginnings to transforming over 700,000 students' learning environments. Kay-Twelve, a Michigan-based company, is a leader in designing active learning spaces, and its mission has landed the company on the Inc. 5000 list of fastest-growing companies. Kevin delves into the pivotal moment that changed Kay-Twelve's trajectory from merely selling school furniture to driving cultural shifts in education. He also introduces his nonprofit, Second Class Foundation, and its docuseries, What We Show Them, which seeks to ignite conversations about reshaping education through compelling storytelling. Listeners will gain insights into the challenges of scaling a mission-driven business, the importance of designing engaging classroom spaces, and how tools like EOS (Entrepreneurial Operating System) have helped Kevin build a successful, scalable organization. Key Takeaways Kay Twelve's Evolution Started as a school furniture business but transformed into a mission-driven organization. Focuses on designing flexible, modern spaces that promote active learning and engagement. Transforming Education Traditional classroom models serve a minority of students effectively. Flexible, hands-on learning environments supported by data improve outcomes for students. Scaling with Purpose Kevin leveraged EOS tools like accountability charts and prioritization to grow Kay-Twelve effectively. Community support through organizations like EO (Entrepreneurs' Organization) has been key to overcoming challenges. Impact Through Media The docuseries What We Show Them aims to spark national conversations about reimagining education. Storytelling can be a powerful tool to drive societal and cultural change. Personal Reflections Kevin's entrepreneurial journey highlights the importance of aligning passion with purpose, embracing collaboration, and creating systems for sustainable growth. Notable Quotes “We're not selling furniture; we're selling a vision for better learning environments for kids and teachers.” “Traditional classrooms haven't evolved in over 150 years—it's time for a cultural shift.” “Entertainment and media have always driven societal change; education is no different.”

How do you prep your business to be growth-ready? What are the key factors you must consider when adapting your business model and processes and hiring the right people when building your business? What would be the biggest challenge when scaling your recruitment business?   We had Amanda Brandenburg as a guest three years ago to share her winning formula for growing her firm to $2M in three years. This time, you'll hear a realistic and relatable story of how Amanda has grown her practice from a small team of three to a growing team of six.   Amanda Brandenburg is the Founding Principal at OpusLex Partners, a legal recruiting boutique servicing law firms and corporate legal departments throughout the country. For over a decade, she was a top producer at two of the country's largest legal staffing firms, where she provided interim solutions and direct-hire placements for law firms and corporations within the continental U.S.   Episode Outline and Highlights   [02:27] What is new for Amanda and her team in the last three years? [08:10] How OpusLex enhanced its business model to align with EOS. [16:30] What processes have been working well with Amanda's team? [21:47] The practical applications of E-Myth. [27:54] Discussion on things that Amanda and her team are most proud of. [34:40] Learning to grow the team and hire the right people. [42:22] Effective collaboration tools and tech stack. [50:47] Why should working from home be balanced with working together physically? [53:07] Amanda shares what could be the biggest challenge when upscaling your team.   Systems and Process for Upscaling Your Recruitment Firm   Since we last had Amanda as a guest, she has doubled her team to six. She has adapted his business model to align with the EOS - Entrepreneurial Operating System for Businesses. She shared some of the highlights and changes in how she runs things differently. To adapt her business to EOS (Entrepreneurial Operating System), Amanda has been implementing several key changes:   Formalized Planning and Goal Setting: She's following EOS's structured annual planning, setting a clear mission, vision, and values, and assigning "rocks" (specific goals) to both the company and individual team members. Shift from Traditional to Team-Based Roles: Amanda moved from a traditional "full desk" model (where each person handled all aspects of recruitment) to segmented roles. This structure now includes designated roles for business development, recruiting, sourcing, and administrative support, allowing each team member to specialize and master their area. Client Engagement and Differentiated Service: They established a high-touch approach to client relationships by requiring direct conversations with clients before working on any job order, enhancing service depth and client understanding. Enhanced Communication and Automation: Amanda addressed the complexity of coordinating multiple specialized roles by setting up communication workflows using tools like Monday.com and integrating them with Slack for task updates and real-time notifications, which minimized the risk of inefficiencies. Systematized Processes for Consistency: Amanda implemented process templates in Crelate for both candidate and job intake to ensure consistency and efficiency. This provides essential information gathered upfront, reducing repetitive follow-ups and training time for new hires.   These adjustments reflect Amanda's commitment to EOS principles, enhancing her team's efficiency, communication, and service consistency as they scale.   Critical Elements When Hiring to Upscale Your Team   When growing your recruitment business, hiring the right person to fill critical roles can be challenging. Do you go for a full 360-degree or 180-degree model? I wanted to pick Amanda's brain about her learnings as she started to hire and grow her team.    Amanda prioritizes understanding how a potential team member aligns with their values. “I think going back to those core values in terms of some of our core values, intellectual curiosity, earnestness, relationships first. And so really trying to stay quality over quantity, really trying to imbue those values throughout our hiring process.”   Rather than adhering to a rigid “full desk” model, she has implemented a flexible, team-based structure that allows employees to specialize and focus on specific roles, attracting diverse skill sets and reducing turnover by placing people where they can excel. Her model also enables creating specialized, replicable teams that can focus on distinct practice areas or client needs, such as intellectual property law or retained searches, allowing team members to build practices around their interests and expertise. Additionally, Amanda's focus on transparent, day-to-day communication enhances team alignment, with updates to revenue and compensation models supporting this collaborative framework. She shared the tech stack they use to collaborate effectively and consistently.   What is the Biggest Challenge In Growing Your Recruitment Business?   What will be the biggest challenge if you set your business up for scale? For Amanda, “I think giving new ideas and systems time to work is challenging. And not having. Or you know, and also like giving myself some grace.”   Amanda's greatest challenge in building her business is balancing the patience to allow new ideas and systems time to prove their effectiveness with the need to make strategic adjustments if things aren't working. She acknowledges that this uncertainty—knowing when to persist and when to pivot—can be especially difficult. To overcome this, we acknowledge the importance of resilience and an unwavering commitment to the long-term goal, alongside the willingness to assess whether issues stem from the process, the people involved, or just the natural time required for new initiatives to take hold. Cultivating patience and maintaining a mindset focused on progress over perfection are key practices she uses to navigate the uncertainty and keep pushing forward.   Amanda Brandenburg Bio and Contact Info   In 2018, Amanda founded OpusLex Partners to bring a hands-on, customized, and personalized approach back to legal recruiting. At OpusLex, which translates to “legal body of work,” our body of work includes finding the very best for every search.   Amanda is passionate about her work and enjoys the challenges and competitive nature of the business. When she's not sourcing top legal talent for her clients, you can find her spending time with her husband, their three children, and two rescue dogs at home in Atlanta. She is a graduate of the University of Georgia.   Amanda on LinkedIn Opus Lex Partners website link Opus Lex on Facebook Opus Lex on Instagram   People and Resources Mentioned   Traction: Get A Grip On Your Business, by Gino Wickman Monday.com Crelate The E-Myth Revisited: Why Most Small Businesses Don't Work and What to Do About It by Michael Gerber Asana Zapier Leopard Solutions Ring Central Allan Fisher on LinkedIn   Related Podcast You Might Enjoy   TRR#108 The Winning Formula: How to Grow a Recruiting Firm to $2 Million in 3 Years   Connect with Mark Whitby Get your FREE 30-minute strategy call Mark on LinkedIn Mark on Twitter: @MarkWhitby Mark on Facebook Mark on Instagram: @RecruitmentCoach   Subscribe to The Resilient Recruiter If you've been enjoying the podcast, please take two minutes to leave a review. Your review is greatly appreciated because it helps us attract a bigger audience and help more recruiters.  

In this episode of Bridging the Gap, Matt Reiner speaks with Jordan Hutchinson, VP of Technology and Operations at RFG Advisory, about the critical role of practical technology and behavioral finance in wealth management. Jordan highlights the importance of integrating user-friendly technology into day-to-day advisory operations, explaining how his team conducts ride-alongs with advisors to pinpoint real-world tech needs and drive practice development.The discussion then shifts to behavioral finance, exploring how data and AI advancements have made it essential for delivering personalized client experiences. Jordan emphasizes that building behavioral finance skills is like developing a muscle—it takes ongoing practice and self-awareness for advisors to truly understand and support client needs. He also addresses the need for advisors to maintain boundaries, focusing on their roles without venturing into areas best left to professional therapists.Concluding with a look at firm culture and adaptability, Jordan discusses RFG's hybrid communication model and the importance of a growth mindset within financial firms. He advocates for frameworks like EOS (Entrepreneurial Operating System) and OKRs (Objectives and Key Results) to enhance organizational efficiency. As the industry advances, he anticipates rapid innovation and a need for "legacy modernization," stressing the evolving advisor role in managing diverse client needs beyond traditional investment guidance.More Content For Financial Advisors and Wealth Management FirmsYouTubeTwitterLinkedIn

Introduction to Kevin Donnelly (0:00-5:00)Kevin's background as a serial entrepreneur and business coach.Scaling his company from 40 to 600 employees.The superpower of ninja recruiting top talent.The Journey of Scaling a Business (5:01-15:00)How Kevin landed a big contract with AT&T that propelled his growth.The importance of implementing a business operating system.Systems like EOS (Entrepreneurial Operating System) and Rockefeller Habits.Shifting from Technician to Conductor (15:01-25:00)The mindset shift from technician to business leader.Kevin's concept of “E-Wakening” inspired by Michael Gerber's The E-Myth.The importance of peer accountability and building a high-performance team.Lessons in Leadership: Letting Go and Firing the Empty Suits (25:01-35:00)The process of letting go of underperforming team members.Common pitfalls entrepreneurs face when scaling their business.Creating a culture of accountability and execution.Ninja Recruiting: Hiring and Onboarding A-Players (35:01-45:00)Kevin's proven strategies for recruiting top talent.The importance of structured hiring processes and assessments.Setting new hires up for success with onboarding and 30-60-90 day plans.Exit Planning and Increasing Business Valuation (45:01-55:00)John Warrillow's eight drivers of value from Built to Sell.How to increase your business's multiple for a successful exit.Strategies for creating a business that thrives without the owner.Kevin's Personal Journey: Facing Dark Times and Emerging Stronger (55:01-1:05:00)Kevin's story of losing a million dollars in 2006 and letting go of half his workforce.How he turned that crisis into his greatest opportunity.The power of persistence and continuous learning.The Four Freedom Factors (1:05:01-1:15:00)Kevin's keys to achieving freedom as a business owner: talent, systems, strategy, and numbers.Moving from being owned by the business to owning it.Closing Thoughts & Call to Action (1:15:01-End)Kevin's “Holy Grail” of coaching others to reach their full potential.How to connect with Kevin Donnelly: Kevin Donnelly's Website, Freedom Point Advisors, and Hiring Labs.

In this episode of the Men of Influence podcast, host Tim Holloway is joined by special guest Adam La Barr, a former military veteran turned entrepreneur and real estate investor. Adam shares his journey from serving 18 years in the military to founding Active Duty Passive Income, an education company focused on teaching military members and veterans how to invest in real estate. Adam discusses his passion for entrepreneurship and the flexibility it provides, especially as a father of three and a homeschooling parent. His insights on transitioning from military life to business leadership highlight how entrepreneurship can empower individuals to create lasting influence in their personal and professional lives. Adam also dives deep into how his personal life experiences, particularly his marriage, shaped his financial habits and introduced him to real estate investing. His wife's family, with their immigrant roots and investment strategies, inspired him to pursue real estate, ultimately leading to a thriving business. Adam emphasizes the importance of setting a strong foundation in entrepreneurship and how aligning personal values with business goals can lead to both financial success and a positive family life. The episode also explores Adam's lessons from military leadership and how he had to adjust his assertive, top-down communication style when entering the civilian business world. He highlights the value of emotional intelligence in leading teams and managing relationships. Finally, Adam encourages listeners to embrace core values in both family and business life, sharing his experiences with implementing EOS (Entrepreneurial Operating System) in his business, and how defining core values has helped his family and company stay aligned and focused on growth. This insightful conversation provides practical advice for any entrepreneur seeking to balance their business aspirations with their personal responsibilities as a father, husband, and leader. “What got you to today is what you did yesterday. What gets you to tomorrow is what you do today.” What you will learn: Balancing Entrepreneurship and Family The Power of Core Values Continuous Growth and Learning Importance of Community Learn more about Adam La Barr through the following links: Facebook Instagram LinkedIn Learn more about Tim through the following links: Facebook Podcasting group

In this revealing episode, Jami Stigliano shares her incredible journey from side hustle to franchising DivaDance, now with 50 locations nationwide! We dig deep into; how she scaled her business, multiple revenue streams available to you from franchising, what it takes to get started, understanding the necessary skills to thrive in the world of franchising—because it's not a path for everyone. Jami also reveals her top strategies for growth, including the power of mentorship and creating an advisory panel to help guide your success. Plus, stick around for the Wrap Up, where I break down how you can use key principles from EOS® (Entrepreneurial Operating System) to accelerate the growth of your side hustle. Do you like what you're hearing? Consider giving it a caffeinated thumbs up. We'd really appreciate it! Need a little (and sometimes big) push to start and stay focused to grow your side hustle? Dive into my online Masterclass: How To Turn Your Thoughts Into Wanted Things. For the full show notes head on over to the home of Side Hustle Hero. https://www.sidehustlehero.com/118 Sites mentioned in this episode: Clarity - for start up advice OnlineJobs - job board for virtual workers in the Philipines Connect with Jami: Dance Diva IG Jami IG - and her Founder Friday newsletter Connect with Joan: Instagram Facebook About Joan Be on the show! Tell us about your side hustle success story!          

Welcome to The Profit Talk! In this show, we're going to help you explore strategies to help you maximize profits in your business while scaling and creating the lifestyle that you want as an entrepreneur. I am your host, Susanne Mariga! I'm a CPA, a Fractional CFO, and a Certified Profit First Professional Mastery Level providing tax strategies to 7 and 8-figure entrepreneurs. Let's dive into strategies to maximize profits in your business!  “Buying and selling small businesses: Wall Street acquisition strategies simplified for the everyday  entrepreneur” The Profit Talk is excited to have as our guest today, Marty M. Fahncke (pronounced Fawn-Key), a  seasoned world-class Marketer with over 30 years of experience in growing & scaling businesses, and over 20 years of experience in Mergers and Acquisitions. In that time, Marty has helped hundreds of small businesses scale to over $1 Billion in revenue and executed over $450 million in Mergers and Acquisitions transactions.  Topics for Marty to discuss: “If your business is “sellable”, it's also “scalable.” Meaning if you build your business as if somebody is going to buy it tomorrow, it's going to be so much better and more profitable for you to own, operate and grow.  How do you make your business sellable and scalable? #1 Operating System SOP's EOS (Entrepreneurial Operating System) from Geno Wickman Scaling Up from Verne Harnish (Formerly Gazelles) Scalable Operating System from Ryan Deiss and Roland Frazier #2 Financials Clean, organized, profitable Recommend Profits First! #3 Remove yourself from the business so it's not “Owner operated” If you DO want to sell, identify WHO will by your business and WHY. Remember the 7 Habits of  highly effective people “Begin with the end in mind”. If you build your business knowing who will  buy it, when, and for how much, you will be further ahead than 99% of business owners out there who  have a plan to “sell their business some day”, but that's the sum total of their plan. And statistics show  that 90% of them will not be successful. Learn more about Marty and the services he provides at https://www.westboundroad.com/ Visit my FREE Facebook Group, The Profit First Masterclass, where I'll be sharing additional exclusive trainings to members of the community.   If you're excited about what's next for your business and upcoming episodes, please head to our itunes page and give us a review! Your support will help me to bring in other amazing expert interviews to share their best tips on how to powerfully grow in your business!  DISCLAIMER: The information contained within these videos is provided for informational purposes only and does not constitute, an accountant-client relationship. While we use reasonable efforts to furnish accurate and up-to-date information, we assume no liability or responsibility for any errors, omissions, or regulatory updates in the content of this video. Any U.S. federal tax advice contained within is not intended to be used for the purpose of avoiding penalties under U.S. federal tax law

The key to new business acquisition isn't the newest seminar strategy or social media post — it's growing your revenue within your existing client base. Discover how to boost client retention, increase revenue, and provide comprehensive financial solutions through effective cross-selling techniques and a unified advisor approach. Join host Kalem Mackey, and guests, Rob LaCivita, Chief Operating Officer at JL Smith Holistic Wealth Management, and Chad Weigl, CFF, BPC, Senior Wealth Manager at JL Smith, to learn the strategies that have put them on track this year to bring in over $150 million of new client assets. Tune in to learn how these powerful strategies can transform your business and deliver exceptional value to your clients.Resources:CRM systems referenced: Redtail, Smart OfficeFinancial planning process referenced: The Bucket Plan®Organizational system referenced: EOS (Entrepreneurial Operating System)

How does Julie get one of the most laid-back CEOs to organize the company and get the team focused? Find out when Julie and one of her most difficult engagements discuss the EOS process and benefits. IN THIS EPISODE:[0:26] Mark describes how Julie has been a catalyst for MBFS[3:22] Julie shares her background that has brought her to the position she holds today[5:36] Julie defines EOS (Entrepreneurial Operating System) and outlines the tools: Vision, Traction, Healthy and she describes the type of companies she works with. Mark describes his need for these services[9:13] Julie describes the types of issues companies are experiencing, and she discusses delegation and leadership[13:46] Julie shares how she approaches an established CEO[16:40] Discussion about the traction component and the correct approach to vision creation and problem-solving[23:51] Julie shares personal information about her life KEY TAKEAWAYS: EOS focuses on Vision, Traction and a Healthy environment for your businessWe live in a 90-day world, so leaders should meet every 90 days to ensure everyone is clear on the vision and analyze how the last quarter met those goals. An organization should set priorities for the next 90 days to ensure progress toward achieving the one-year plan, the three-year goal, and the ten-year targetEOS is a program that teaches leaders to create leaders and ultimately makes everyone in the organization responsible for some portion of the vision you have for your businessRESOURCE LINKSMark Ritter WebsiteMark Ritter LinkedInEOS - WebsiteJulie Markee - LinkedInJulie's Chicken BlogBIOGRAPHY: Julie Markee is a lifelong entrepreneur who started her first business at 12 when she was the go-to swimming instructor in her neighborhood. She graduated from the University of Washington with a degree in Chemical Engineering and began her career as a process engineer. While her engineering mind allows her to find the quickest path to achieve the desired results intuitively, her real magic is her excellent communication skills that help others see the path and dare to follow along with her. What's behind that magic? Her passion for people and her desire to help them reach their full potential. Julie is now an EOS implementer for companies nationwide--including MBFS.

Are you stuck in the daily grind of running your franchise, unable to focus on scaling your business? Discover why understanding the visionary vs. operator dynamic could be the game-changer you've been looking for.   Join Over 5,500 Franchisees and Franchisors in our FREE Private Facebook Community HERE: https://www.facebook.com/groups/franchisesecretsfb?_rdc=1&_rdr    In this episode, Erik Van Horn sits down with Jhana Li, an expert in operations management, to discuss the vital roles of visionaries and operators in scaling franchise businesses. Jhana has over four years of experience as a COO for fast-scaling startups and has coached over 400 businesses in operations. She now runs Spyglass Ops, where she empowers founders to scale their businesses while regaining their personal freedom by refining their operations.   Today, Jhana shares her insights on why entrepreneurs often struggle with delegation, how understanding their "zone of genius" can unlock growth, and the importance of hiring the right operator to free up time for high-value activities. Jhana also dives into the role of company culture and leadership in driving franchise success when the owner isn't present and how mastering the balance between vision and operations is vital to long-term growth.   Tune in to learn how to build a high-performance franchise team and finally scale your business with ease!   “Delegation is not the same thing as abdication. People need leadership. True delegation is evolving from a player on the field to a coach on the sideline." ~ Jhana Li   In This Episode: – Jhana's journey to becoming an operations expert – The critical balance between Visionary and Operator roles – Teaching your team the essence of leadership – Best practices for Visionary-Operator collaboration (think Alex and Leila Hormozi) - Effective Hourly Value (EHV) to quantify where to focus your time – Time management and delegation strategies for leaders – Delegation vs. abdication: knowing the difference – How a visionary can effectively coach and empower an operator – Key elements of an effective Visionary-Operator meeting – Building a strong company culture and fostering employee happiness – Tips for hiring the right operator for your business   Resources: 

Episode 059: CG Financial's expansion into property and casualty insurance is a unique strategy in the advisory space. While many firms focus on core expertise, CG Financial has ventured into new territories, taking advantage of its internal expertise. Its proactive use of EOS (Entrepreneurial Operating System), diversification into new business lines, and commitment to technological excellence set the bar for strategic growth and leadership. In this episode, Kyle talks with Jeff Casey, President and Partner at CG Financial Services. As a Founding Partner and Senior Financial Advisor, Jeff has been a pillar of CG Financial's foundation, specializing in comprehensive wealth management, executive compensation, and corporate retirement plans. He works to build and implement business strategies across the four divisions of CG Financial Services: Individual Wealth Management, Business Services, CG Advisor Network, and CG Insurance Agency. Jeff talks with Kyle about the strategic expansion and innovation driving CG Financial's success. He shares CG Financial's transition to implementing EOS, its integration of property and casualty insurance into its service offering, and the importance of technology in enhancing business capabilities. In this episode: [01:45] - Jeff's money moment [03:40] - Why Jeff chose a career in finance [06:10] - Implementing EOS [09:53] - Expansion into property and casualty insurance [15:21] - How CG Financial's insurance business works [18:06] - Personal growth and development [23:15] - Innovative data management and core processes [30:31] - The qualities of a good leader [33:03] - Jeff's thoughts about the future of RIAs [35:34] - Jeff's Milemarker Minute Key Takeaways Integrating EOS (Entrepreneurial Operating System) and strategic use of technology has revolutionized CG Financial's operations, offering greater visibility and efficiency. Diversification into property and casualty insurance demonstrates a unique approach to enhancing client value within a financial advisory firm. Effective leadership and investing in young talent are critical for sustainable growth and maintaining a competitive edge. Fostering a culture of continuous improvement and strategic geographic expansion has been vital to CG Financial's sustained growth and success. Quotes [23:42] - "Technology is so important in the evolution of our business. We want to make sure that we can stay at the cutting edge of providing the best resources and solutions for our clients in any line of business that we offer." ~ Jeff Casey [24:41] - "Data warehouse is a way for us to store data securely, organize that data, and have it in a fashion that allows your team to adapt should you decide to change things in the future." ~ Jeff Casey [31:46] - "Every business owner has to look internally at what makes you good, what makes you great, and try to find those same qualities in the people that you're hiring and the people that you're developing." ~ Jeff Casey Links  Jeffrey Casey on LinkedIn CG Financial Services Ameriprise Financial Tony Mazzali Connect with our hosts Milemarker.co Kyle on LinkedIn Jud on LinkedIn Subscribe and stay in touch Apple Podcasts Spotify YouTube Produce game-changing content with Turncast Turncast helps your company grow by producing top-quality content and fostering transformative conversations. We specialize in content generation, podcasting, digital strategy, and audience growth for fintech and financial services companies. Learn more at Turncast.com.

URL: https://clarityops.co/   Episode Summary: Garrett Delph is an entrepreneurial enthusiast who has embarked on a journey marked by a strategic and thoughtful approach to business. Delph believes that building a successful business is like constructing a building; it requires time, effort, and a solid framework to ensure durability. He emphasizes the importance of having a supportive network, including a coach and a peer group, as well as utilizing structured methodologies like the EOS (Entrepreneurial Operating System) to navigate the complexities of entrepreneurship. Committed to continual growth, Delph actively engages with the entrepreneurial community through podcasts, sharing his insights and learning from both successes and failures to help others avoid common pitfalls and achieve success.   Here's what to expect this episode: ·        Sharing wins, losses, and lessons from experiences is significant for entrepreneurs' growth and learning.   ·        Being a certified EOS implementer can help optimize company operations and create a people-first culture for sustainable growth.   ·        Identifying opportunities and pivoting businesses are crucial for entrepreneurial success, as seen in Garrett Delph's journey.   ·        Understanding customer needs and infrastructure requirements are essential for scaling technology in a post-production business.   ·        Managing business failures requires delivering clear value propositions, avoiding micromanagement, and aligning business goals with customer needs.   ·        Establishing a core value playbook is crucial for guiding behavior and decision-making within an organization.   ·        Accepting criticism, feedback, and having a supportive network are essential for growth and success in business endeavors.   Connect with Garrett Delph https://www.linkedin.com/in/garrettdelph/   Connect with Stas Balanevsky: https://www.eosworldwide.com/stas-balanevsky

“Unclear expectations are a downpayment for future resentment.” Maria Kingery is the Founder & Principal of 360Impact and Co-Founder and Chief Impact Officer of Southern Energy Management. With over two decades of experience, Maria has honed her coaching practice to shepherd leaders through the gauntlet of business growth. Previously working within the EOS (Entrepreneurial Operating System) framework, Kingery now offers a “delightfully independent” coaching style that helps business leaders unlock their potential and build a culture that empowers others. Her approach is rooted in practical, actionable advice tailored to each unique business, incorporating frameworks like the 15 Commitments of Conscious Leadership. There is wisdom gleaned from her 20+ years of entrepreneurship, and it's an honor to share some of her business philosophy with you here.You'll discover:The importance of clear core values in guiding business behaviorHow coaching frameworks can streamline business operationsThe “Drama Triangle” and strategies for building a drama-free workplaceHow to select the right coach to help achieve personal and professional aspirationsListen in now and discover how core values and coaching can be the catalysts for your business success.If you want to connect with today's guest, you'll find links to his contact info in the show notes on the blog at https://mysuncast.com/suncast-episodes/.Our Platinum Presenting Sponsor for SunCast is CPS America!SunCast is proudly supported by Trina Solar.You can learn more about all the sponsors who help make this show free for you at www.mysuncast.com/sponsors.Remember, you can always find resources, learn more about today's guest and explore recommendations, book links, and more than 650 other founder stories and startup advice at www.mysuncast.com.Subscribe to Valence, our weekly LinkedIn Newsletter, and learn the elements of compelling storytelling: https://www.linkedin.com/newsletters/valence-content-that-connects-7145928995363049472/You can connect with me, Nico Johnson, on:Twitter - https://www.twitter.com/nicomeoLinkedIn - https://www.linkedin.com/in/nickalusMentioned in this episode:CPS July 2024 V2

In this episode, Jay interviews Mark C. Winters: teacher, coach, and facilitator who spends most of his time directly engaged with entrepreneurial leadership teams as an Expert EOS Implementer. The EOS (Entrepreneurial Operating System) is a comprehensive business framework designed to help organizations clarify, simplify, and achieve their vision through a set of practical tools and principles. As a teacher, coach, and facilitator, Mark C. Winters spends most of his time directly engaged with entrepreneurial leadership teams as an Expert EOS Implementer—helping them implement EOS® in their own companies.  Episode Resources Vist Mark's website: https://www.markcwinters.com/ Learn more about Rocket Fuel University®: https://rocketfueluniversity.com/ The Entrepreneurial Operating System (EOS) website: https://www.eosworldwide.com/

My guest for Episode #509 of the Lean Blog Interviews Podcast is Ankit Patel, the founder of My Business Care Team, a BPO company providing services for optometrists, and co-founder with his wife Classic Vision Care, an optometry group in Atlanta. Episode page with transcript and more With a strong background in Lean methodology, Ankit has worked as a Lean consultant at Dell and the Cleveland Clinic, driving process improvements and coaching executives.  He holds a Master's degree in Positive Organizational Development and a Bachelor's in Industrial Engineering.  Recognizing talent acquisition challenges, Ankit partnered with a Filipino team to source skilled, cost-effective staff for various business functions. He now leverages AI for hiring and automation to optimize his optometry practice and BPO services, applying Lean principles to drive efficiency and growth. In this episode, Ankit shares insights from his journey, starting as a lean consultant at Dell and the Cleveland Clinic, and transitioning into optometry, where he focuses on building patient relationships and enhancing processes through lean principles and AI technology. Mark and Ankit discuss the challenges and opportunities of integrating AI in business processes, the importance of positive organizational development, and how appreciative inquiry can drive team alignment and engagement. Ankit also highlights the role of the Entrepreneurial Operating System (EOS) in managing small businesses and improving training and development with AI tools, offering valuable lessons for anyone interested in continuous improvement and innovative approaches in healthcare and beyond. Questions, Notes, and Highlights: What is positive organizational development, and how did you come to study it? How did your experience at Cleveland Clinic influence your involvement in your current business? How do you balance focusing on optometry with the potential to expand into other medical practices? How do you prioritize where to use AI in your processes without falling into the trap of using it because it's trendy? Can you share an example of improving a process before thinking about automating it with AI? How rapidly is AI technology advancing, and how does that impact your ability to adjust its use in your business? How do you see AI tools facilitating faster PDCA or PDSA cycles in continuous improvement practices? What led you to the positive psychology approach, and how does it differ from traditional organizational development? How do you apply appreciative inquiry in your work, and what impact does it have on team alignment and engagement? Can you discuss the origin and growth of your new business involving AI and BPO for optometry? What role does EOS (Entrepreneurial Operating System) play in managing your business? How do you evaluate the effectiveness of training and development using AI tools? How do you communicate your practice's focus on building patient relationships in your marketing and branding? The podcast is brought to you by Stiles Associates, the premier executive search firm specializing in the placement of Lean Transformation executives. With a track record of success spanning over 30 years, it's been the trusted partner for the manufacturing, private equity, and healthcare sectors. Learn more. This podcast is part of the #LeanCommunicators network. 

Follow Mike and Shawn on Instagram: Shawn: @shawn_dimartile Mike: @miketighe_ Episode Summary: In this engaging episode of the Real Estate Takeoff Podcast, Mike Tighe sits down with August Biniaz, the Chief Investment Officer at CPI Capital, to discuss the intricacies of real estate syndication, particularly in the multifamily space. Broadcasting from Vancouver, Biniaz delves into his dual role in acquisitions and asset management, providing listeners with a behind-the-scenes look at how CPI Capital navigates the ever-changing real estate market. Throughout the episode, Biniaz shares insights on CPI Capital's implementation of the EOS (Entrepreneurial Operating System) to structure their long-term goals, including their ten-year ambition to be listed among the top 50 apartment owners in the U.S. The conversation also covers topics such as the challenges posed by the current economic climate, how CPI Capital is leveraging internal resources during slow deal periods, and strategic partnerships that enhance their market presence. Biniaz notably highlights the importance of educating oneself constantly and building a strong personal brand in real estate investing. Key Takeaways: Role of CIO in Real Estate Syndication: August Biniaz outlines his responsibilities at CPI Capital, emphasizing the importance of disciplined deal underwriting and effective asset management Leveraging EOS for Business Growth: Biniaz explains how CPI Capital uses the Entrepreneurial Operating System (EOS) to set and achieve long-term goals, providing a structured approach to growth Adapting to Market Challenges: Despite a slow deal period in 2023, CPI Capital focused on strengthening internal processes and partnerships, demonstrating the importance of adaptability and continuous improvement Cross-Border Syndication: Biniaz discusses the complexities and tax considerations of syndicating real estate deals in the U.S. while based in Canada, highlighting strategies for compliance and efficiency Education and Branding in Real Estate: Reflecting on his journey, Biniaz stresses the significance of continuous learning and building a personal brand to succeed in the competitive real estate market How to connect with August:  CPI Capital Website August Biniaz on LinkedIn Real Estate Investing Demystified Podcast: Hosted by CPI Capital NMHC (National Multifamily Housing Council) Learn more about Mike and Shawn:  Shawn: www.investorshawn.com Mike: www.investormike.com Website: www.takeoffcapital.com  

From a very young age, Nick showed great drive and ambition. He worked on the AgroLiquid crop nutrient research farm, now known as the North Central Research Station, beginning when he was six years old. As his family was developing their fertilizer business, Nick was learning to engineer and strategize his workload. Nick's Grandfather, Douglas Cook, paid by the job, not by the hour, and he only paid if all the jobs were complete. Nick learned quickly how to formulate a strategy to complete all tasks assigned to him. His entrepreneurial spirit was also nurtured, and he began selling pumpkins and sweet corn to neighbors when he was seven, and continued this thriving business for more than ten years.Growing up on the farm, it was a natural progression for Nick to enter Michigan State University to study Crop and Soil Science. He continued to work for AgroLiquid during college, and intentionally gained experience in all areas of the company – from administration to manufacturing. Nick also obtained his CDL and made deliveries – something he maintains and continues doing to this day.This episode features an in-depth conversation with Nick Bancroft, CEO of Agro Liquid. Nick shares his valuable insights on intentional leadership, planning, and creating a thriving company culture. With over 20 years of experience in his family-owned business, Nick discusses the importance of being a planner, the power of a good calendar, and prioritizing essential tasks for business success. He also elaborates on the innovative strategies Agro Liquid has implemented to attract and retain top talent in a competitive industry.In this episode, Nick delves into the challenges and perks of running a family business, especially when siblings are involved. He sheds light on how Agro Liquid maintains its culture through core values and continuous employee engagement. Listeners gain insights into dealing with family dynamics in a professional setting, managing talent, and the significance of using EOS (Entrepreneurial Operating System) for effective business management. Whether you're a visionary or an integrator, this episode is packed with actionable advice for you.Key Takeaways:Planning and Intentionality: Nick emphasizes the importance of being a meticulous planner and leveraging tools like calendars to manage tasks effectively. "Remember what's the most important thing you have to get done. What? This quarter, this month? Will the business only be successful if you accomplish that task and be sure you put time to that work first."Talent Management: Agro Liquid employs innovative strategies to attract and retain top talent, such as having a full-time recruiter and conducting employee engagement surveys.Workplace Culture: Maintaining a positive workplace culture is crucial. Agro Liquid focuses on core values, thorough internal communication, and understanding employee needs through surveys.Family Business Dynamics: Managing a family business comes with its unique challenges and opportunities. Nick shares strategies for balancing personal and professional relationships.EOS Implementation: The introduction of the Entrepreneurial Operating System has been a key factor in Agro Liquid's recent success, helping with clear goal setting, enhanced communication, and effective management.Notable Quotes:"Being intentional with the time that I have is crucial. I live by my calendar and prioritize tasks that are essential for the business's success.""Everybody wants to work for a good company. What does that mean? A good atmosphere, clear expectations, frequent communication, and an engaged work culture.""We do an employee engagement survey each year. We take feedback from our employees seriously and tailor our programs to meet...

Welcome to the Artificial Intelligence Podcast! Hosted by best-selling author Jonathan Green, this podcast explores the innovative world of artificial intelligence (AI) and its application across various industries, focusing on how AI can create new revenue streams and make money while you sleep.In this episode, we welcome Chris Daigle, a visionary who believes in the power of AI to transform small businesses. With a background in enterprise with Accenture and expertise in business frameworks such as EOS (Entrepreneurial Operating System), Chris has witnessed firsthand the inefficiencies and overpricing in large-scale consulting. His passion for making generative AI accessible and beneficial to small and medium-sized businesses led to the founding of Chief AI Officer, a platform dedicated to educating, training, certifying, and providing AI software for non-enterprise sectors.Chris and Jonathan delve into the potential of AI for small businesses, debunking the misconception that AI is solely for large corporations. They discuss how AI can serve as a force multiplier in various business functions, such as marketing, sales, and human resources, and emphasize the importance of adopting AI to stay competitive. Chris also shares insights on the common mistakes businesses make with AI, the significance of AI use policies, and the exciting possibilities at the intersection of AI and blockchain technology.Notable Quotes:"Generative AI is a force multiplier for SMBs, capable of compressing the results curve across different scales of business." - [Chris Daigle]"Being intimidated by AI is probably the most common mistake businesses make right now." - [Chris Daigle]"The competition doesn't need to be an AI expert. If they're using this and you are not, they have an unfair, unmatchable advantage against you." - [Chris Daigle]Connect with Chris Daigle:Take the AI preparedness quiz: https://chiefaiOfficer.com/aiqLinkedIn: https://www.linkedin.com/in/doctordaigle/Don't forget to grab your free copy of "Chat GPT Profits," the missing instruction manual for mastering ChatGPT, available for a limited time at https://artificialintelligencepod.com/gift.Connect with Jonathan Green The Bestseller: ChatGPT Profits Free Gift: The Master Prompt for ChatGPT Free Book on Amazon: Fire Your Boss Podcast Website: https://artificialintelligencepod.com/ Subscribe, Rate, and Review: https://artificialintelligencepod.com/itunes Video Episodes: https://www.youtube.com/@ArtificialIntelligencePodcast

Do you feel like you're in a downturn and looking to turn it around? In this episode, we sit down with Jeremy Jenson, the dynamic CEO of Encore Search Partners, to explore his journey from humble beginnings to leading a top-tier headhunting firm. Jeremy shares his insights on the benefits of starting a business during a downturn, the power of strategic hiring, and the importance of sticking to your core values. Listen in as Jeremy unveils his unique approach to recruitment and business growth, providing valuable lessons for entrepreneurs and executives alike..Key Points:Starting a Business in a Downturn: Jeremy explains why economic downturns can be the best time to launch a business and how it can lead to long-term success.Headhunting Defined: Learn about Encore Search Partners' aggressive and unique approach to headhunting and how they differentiate themselves in the market.Scaling Through Strategic Hiring: Discover the importance of hiring the right people, and how Jeremy's experience with EOS (Entrepreneurial Operating System) transformed his business.Personal Insights and Anecdotes: Jeremy shares personal stories from his career journey, including his competitive drive and the pivotal moments that shaped his business philosophy.What we discuss: [01:00] Jeremy's Background and the Move to Entrepreneurship [05:00] Headhunting and Business Model [10:00] Starting a Business in a Downturn[25:00] Personal Anecdotes and Lessons Learned About Jeremy Jenson: Jeremy Jenson is the dynamic CEO and founder of Encore Search Partners, a premier headhunting firm based in Houston, Texas. With a reputation for his innovative approach and relentless drive, Jeremy has built Encore Search Partners into a powerhouse in the recruitment industry, specializing in poaching top talent for corporations seeking a competitive edge.Jeremy's journey into entrepreneurship began in 2010 when he launched his first business, an email marketing and lead generation company. His early experiences taught him the importance of strategic thinking and adaptability. In 2013, recognizing a gap in the market, he pivoted to establish Encore Search Partners, focusing on high-stakes headhunting and executive search services.Find more from Jeremy Jenson: Website: https://encoresearch.comLinkedin: https://www.linkedin.com/in/jeremyjenson/Instagram: https://www.instagram.com/jeremyjenson/Connect with Jake Rosenthal: Website: https://www.purelegacies.comTikTok: https://www.tiktok.com/@jake.r.rosenthalInstagram: https://www.instagram.com/jake.r.rosenthal/Podcast: Life On Your Terms with Jake Rosenthal Thank you for tuning into the "Life On Your Terms" podcast. If you enjoyed this episode, don't forget to leave a review, including topics you'd like to hear. Join us next time as we explore more ways to live life on your terms with inspiring guests and impactful stories.

In this episode with Jake Power, discover how EOS (Entrepreneurial Operating System) can be leveraged to expand from 5 acres to 12. We explore the planning, challenges, and ultimate success of this journey. Tune in for valuable insights and practical tips that can help you scale your own operations.

This week LJ and Rob sit down with Erik Frank of Petra Coach. Erik is one of Newbury Partners business coaches, and in this episode, we'll delve into the key differences between Petra Coaching and EOS (Entrepreneurial Operating System). Erik's story is truly inspiring. A former competitive powerlifter turned entrepreneur, he now leverages his experience to help businesses scale. Whether you're navigating a complex economic climate or simply seeking to empower your team and company, this episode is packed with valuable insights. Don't forget to rate, review, and share the episode! A big thank you to our sponsor, Leap Advisory Partners.

Do you struggle with systems and processes in your business? That is a ticket to BURNOUT and is exactly what we are tackling today with systems expert, Mike Jones. Mike is the founder of EOS (Entrepreneurial Operating System) helping entrepreneurs and their leadership teams solve root problems, lead more effectively, and gain traction in their business. Whether you run a business or you are just trying to manage life, these strategies we discuss will help you transition from survival mode to massive growth. We discuss everything from Mike's 3 Key foundations to his 6 Key Components that will elevate your business to new heights and gain more freedom! Courtney and I took so many notes because this episode is packed with pure gold! So get your pen and paper ready because this episode is a total game-changer! HIGHLIGHTS01:30 The 3 essential components to gain clarity and direction, setting a strong foundation for your success.03:30 Learn how to thrive rather than merely survive, unlocking your business's full potential.05:45 Mike shares his simple set of tools to identify leadership roles in your business. 08:00 How to leverage your team's strengths for maximum effectiveness.12:15 Mike's 6 Key Components to enhance your business and achieve your goals faster.15:00 How to transform pain points into stepping stones for growth.21:15 Key things to prioritize for tangible results and sustainable growth.25:00 Tips anyone can implement to go from overwhelmed to true freedom.RESOURCES + LINKSWatch the full episode on YouTube: HEREJoin Thousands of Insurance Agency Owners and Build Your Business - With our Proven System Responsible for over 200 million in Insurance Sales! FREE 7-Day Demo TRY NOW Learn to Become a 6 Figure Life Insurance Producer HERETrain Your New Hire in Just 10 Days HERE"Game Changer: Taking Your Insurance Agency To The Next Level" by Michael Weaver: Unlock the secrets to success in the insurance industry. ORDER NOW  Connect Directly with Us:Text "BUZZ" to (816) 727-7610 to chat directly with Michael & Courtney    Share Your Feedback:Let us know what you loved about today's episode - leave us a google review! FOLLOWMike Jones: Website: www.eosworldwide.comLinkedin: @Mike-Jones-EOSInstagram: @j.michael.jones Facebook: @EOSworldwide Youtube:@EOSWorldwideMichael + Courtney: @mandcweaverMichael Weaver: @_michealweaverCourtney Weaver: @courtneyvieJoin Thousands of Insurance Agency Owners and Build Your Business - With our Proven System Responsible for over 200 million in Insurance Sales! FREE 7-Day Demo TRY NOW

Welcome to Confessions of an EOS Implementer, a podcast by Talent Harbor. We share unique stories of EOS implementers and the companies they've transformed to give you a rare glimpse into the system's successes and challenges in action. I'm your host, Ryan Hogan. Let's jump in! Our guest today is Amanda Barkey, a certified EOS Implementer at EOS Worldwide. Join us as we dive deep into the world of fractional leadership. Learn how it differs from staffing or consulting, and the unique role fractional leaders play within an organization. We further explore the benefits of implementing EOS (Entrepreneurial Operating System) across multiple franchises. Discover how her experiences have shaped her personal development and business growth.

In this episode of the Zero to 5000 podcast, hosts Drew McClure has an enlightening conversation with Jason Lazarus, founder and CEO of Synergy. Jason shares his journey from a personal injury defense lawyer to an entrepreneurial leader in the niche field of healthcare lien resolution and Medicare compliance. He discusses the inception and evolution of Synergy, a company built to support personal injury law firms and their clients. Jason reveals how his vision of a multi-faceted service provider for personal injury victims came to life, emphasizing the mission of helping individuals in their toughest times. Jason also delves into the challenges of transitioning from being an employee to an entrepreneur, highlighting the learning curves and the importance of emotional intelligence in leadership. He shares personal stories, including a life-changing cycling accident, that prompted him to reevaluate his approach to life and business. This journey led him to prioritize emotional intelligence and servant leadership within his company. The conversation further explores the implementation of the EOS (Entrepreneurial Operating System) model and the use of Predictive Index for better team management and hiring practices. Jason emphasizes the importance of understanding and respecting individual differences in a team setting to foster a supportive and productive work environment. Key Takeaways Vision and Mission: Synergy was born out of a need Jason identified in the market while working as a settlement planning consultant. The company's mission is to help personal injury victims get the compensation they deserve, thus improving their lives. Entrepreneurial Journey: Transitioning from an employee to an entrepreneur involves significant learning curves and challenges. Jason emphasizes the importance of perseverance and learning from mistakes. Emotional Intelligence: Personal experiences, like Jason's cycling accident, can prompt significant self-reflection and growth. Emotional intelligence and self-awareness are crucial for effective leadership. Team Management: Using tools like Predictive Index can help in understanding team dynamics and ensuring that individuals are placed in roles where they can thrive. Customer Experience: Small, personalized touches can significantly enhance customer and employee experiences, leading to greater satisfaction and loyalty. Notable Quotes "The things that you are doing to help these people are an incredible opportunity to do something that matters every day." "If you truly are driven, it's hard to shake the doubt and imposter syndrome completely, even when you're successful." "Emotional intelligence and self-awareness are crucial for effective leadership." "Small, personalized touches can significantly enhance customer and employee experiences."

Top-of-the-funnel lead-generation activities are a critical ingredient for a successful recruitment business. How do you strategize your lead generation to stand out in this age where all your competitors are probably doing the same thing you are doing?  We are really lucky to be joined in this episode by Jeremy Jensen, the founder and CEO of Encore Search Partners, the largest privately owned executive search firm based in Houston, Texas. Before starting his recruitment firm, Jeremy used to run a lead generation company for different businesses such as recruitment and search firms. You will hear Jeremy's insights and strategy on lead generation activities and how he transitioned into becoming the recruitment business owner of a $12M search firm.  Episode Outline and Highlights [01:50] How Jeremy got into recruiting. [05:36] Business milestones - Overcoming adversity, rebranding, and hiring someone with more technical expertise. [13:02] Why recruitment business owners should hire and do things with others. [25:49] How EOS (Entrepreneur Operating System) can impact your business. [35:25] Jeremy's insights on Lead Generation as a core strength. [45:10] Encore Search's seven core values. [53:38] What made Encore Search win Best Place to Work in the Houston Business Journal?   From a Lead Generation Firm to a Recruitment Business - Jeremy's Story   Jeremy's story on what led him to the recruitment industry is fascinating. He started a lead generation company in 2010 - and upon realizing that more than half of his client base was sourcing and staffing businesses, he transitioned into putting up his recruitment business. His claim to fame was in lead generation, where he was the main lead generator, regularly feeding senior recruiters with leads.    His business grew and was billing a million in the third year when market and economic difficulty struck. He had to make a pivotal decision whether to shut his business and be a full-time employee or to keep on going. You will hear how his decision to stay in business paid off, and how implementing strategies to go national and hiring other senior leaders contributed to their growth.    I think many of our listeners can relate to what Jeremy went through. Starting your own recruitment business is not easy - you can get to the point where you are making 100k to zero in a month. Jeremy's inspiring thought process and decision-making can inspire our recruitment firm owners who are going through the same ordeal.   The Pillars of Lead Generation   Jeremy's transition from a lead-generation specialist to a recruitment business owner shows us the critical role of top-of-the-funnel lead-generation activities in business success. He shared insights on what makes lead generation his key strength. Here are the two pillars:   Content - he emphasized the importance of proper story-telling. “Because if you can induce an emotion from your audience, that creates resonance. I don't think that our audience wants to see five tips on how to make your resume more marketable.” Email Marketing - he shared why it is important to utilize new tools and platforms to reach as many as possible. “And so we try to constantly look for new, innovative ways to steal market share.”   Digital Marketing - Hiring a digital marketing coordinator to enhance brand loyalty and utilizing various platforms can significantly increase community engagement and brand building.   Having Structure in Place Means Sustainable Growth   Jeremy is a subject matter expert on EOS - Entrepreneurial Operating System. We discussed how a clear and consistent structure contributed to their business growth. He also touched upon the value of embedding core values to overcome big challenges they had to face by the time their business was growing.    He shared how excellence, resilience, gratitude, professionalism, coachable attitude, meticulousness, and competitiveness are deeply ingrained in daily operations, fostering culture through practices like core value spotlights during meetings. He also talked about transparency, and how it made their company a Best Place to Work award recipient in the Houston Business Journal.    Our Sponsor   This podcast is proudly sponsored by i-intro    i-intro® is an end-to-end retained recruitment platform. Their technology and methodology allow recruiters to differentiate themselves from the competition, win more retained business, bigger fees, and increase their billings. Their software combined with world-class training enables you to transition from transactional, contingency recruiter to consultative, retained recruiter. Instead of being perceived as a “me too” vendor, you'll be positioned as a “me only” solutions provider. Be sure to mention Mark Whitby or The Resilient Recruiter. Book your free, no-obligation consultation here: https://recruitmentcoach.com/retained.   Jeremy Jensen Bio and Contact Info   Jeremy Jenson is the Founder & CEO of Encore Search Partners. Jeremy is a subject matter expert on The Entrepreneurial Operating System and prides himself on building Houston's largest privately-held Executive Search firm on the back of his seven Core Values: Excellence, Resilience, Gratitude, Professionalism, Coachable, Meticulous, and Competitive. In his free time, he enjoys spending time with friends & his 3 sons. He is also a member of the Entrepreneurs' Organization, a global co-op of over 17,000 entrepreneurs, worldwide.   Jeremy on LinkedIn Encore Search Partners website link Jeremy on Instagram Path to Success podcast link   People and Resources Mentioned   Who Not How, by Dan Sullivan Traction: Get a Grip on Your Business, by Gino Wickman Rocket Fuel, by Gino Wickman   Connect with Mark Whitby Get your FREE 30-minute strategy call Mark on LinkedIn  Mark on Twitter: @MarkWhitby Mark on Facebook Mark on Instagram: @RecruitmentCoach   Subscribe to The Resilient Recruiter   If you've been enjoying the podcast, please take two minutes to leave a review. Your review is greatly appreciated because it helps us attract a bigger audience and help more recruiters.  

Welcome back, listeners! In this WIIRE episode, we are excited to introduce you to our friend, Maya Bovshow. Maya is an investor with properties in Los Angeles and Salt Lacy City, the COO of Trust Properties, USA, and the co-founder of Into The Box. She is bringing to the table her expertise on the EOS Entrepreneurial Operating System, how you can implement it in your investing business, and how it can elevate you as a CEO.The Entrepreneurial Operating System (EOS) is a set of simple concepts and practical tools used by more than 257,000 + companies around the world to clarify, simplify, and achieve their vision. Look at your business in a whole new way – through the lens of the Six Key Components™.We dive into the following six components and discuss how you can apply them to running your REI biz:VisionDataProcessTractionIssuesPeopleWant to see what's up next with Maya, Into The Box, or Trust Properties, USA? Follow her over on Instagram at:@intotheboxofficial@trustpropertiesusa@westhillswanderlustThanks for tuning in friends, until next week!   Resources:Sign up for our free webinar on 3 Must Have Systems & Processes you need to SCALEUse Hospitable for your REI bizConnect with Maya: @intotheboxofficial, @trustpropertiesusa, @westhillswanderlustOrder your copy of The Self-Managing LandlordSecure your spot for our CEO BootcampLeave us a review on Apple PodcastsLeave us a review on SpotifyJoin our private Facebook CommunityConnect with us on Instagram

Welcome to Confessions of an EOS Implementer, a podcast by Talent Harbor. We share unique stories of EOS implementers and the companies they've transformed to give you a rare glimpse into the system's successes and challenges in action. I'm your host, Ryan Hogan. Let's jump in! Our guest today is Andrea Jones, Founder of Great Pursuits MN. Join us as we delve into the world of EOS (Entrepreneurial Operating System). Discover the power of core values, the role of an integrator, and the impact of EOS on businesses. Gain insights into finding the right person for key roles, the importance of balance between integrators and visionaries, and the value of assessments in understanding strengths.