Podcasts about fractional coo

How do you actually scale without losing yourself or your team in the chaos?In this conversation, Sivana Brewer sits down with Mara Castro, COO at Twentyeight Health and former Warby Parker trailblazer, to dissect what it takes to build, lead, and sustain high-performing teams in brutally demanding, mission-driven environments. Expect raw takes on leadership, the dangerous myth of “just do more,” and what it really means to earn trust as a COO.If you've ever wondered why some leaders quietly burn out while others keep their team charging ahead, you cannot afford to miss this episode. Hear exclusive, battle-tested insights you won't find in any COO playbook. Don't settle for “what everyone does” and listen now before these lessons become your competitors' next unfair advantage.Sponsored byGenius Network - An exclusive community for highly successful entrepreneurs, connecting you with top-tier leaders, strategic insights, and powerful relationships to help you grow your business faster and smarter.Learn more: https://www.geniusnetwork.com/Timestamped Highlights00:22 – The unexpected journey from nonprofit roots to COO02:37 – Why a career break fueled a powerhouse comeback05:34 – The untold value of prior relationships for landing big roles09:14 – Networking for introverts: How authentic connections really win10:15 – The counterintuitive 90-day blueprint every new COO must follow13:06 – The art of KPI clarity and not getting sucked into the weeds17:50 – The hidden trap of too much complexity in health tech33:23 – Why guiding, not micromanaging, unlocks leadership at scale39:30 – The radical power of raising the white flag earlyAbout the GuestMara Castro is the COO at Twentyeight Health, where she leads product, engineering, clinical operations, and pharmacy for a fast-scaling women's telehealth platform. Previously, the first employee at Warby Parker, she helped build and scale one of the most celebrated brands in DTC history, before driving expansion at Evolve in hospitality tech. Her results-driven, human-focused approach makes her a standout leader in growth and transformation.

Text a question to Victoria!Have you ever felt like your entire business lives in your head? Do you know you need to start outsourcing, but worry about being the bottleneck? Jessica Frigon is a Fractional COO and Strategic Operations Architect. She's the founder of HavenOaks, a full-service operational partnership for creative women who are ready for their business to match the standard of the work they deliver. In this episode, Victoria and Jessica have a conversation about what it looks like to get operational support in your business, and why it's so important as you grow. They cover signs your business could be founder-dependent and step-by-step how to build a strong business architecture.If you don't know where to start when it comes to streamlining your business operations, this episode is for you. After listening, you'll be able to identify which systems your business is missing in order to scale—without being the bottleneck. Put your feet up, pour yourself a hot cup of coffee or tea, and get out your notepad for this one, because Jessica is bringing you a crash course on business operations.Links Mentioned in Today's Episode:Watch The Video on YouTubeListen to Victoria's episode on the At Home With Founders PodcastConnect with Jessica on InstagramWork With HavenOaksListen to the At Home With Founders PodcastWork With BrandWell DesignsFor show notes, head to www.thebrandingbusinessschool.com/thepodcast/Show notes for episodes 1-91 can be found at www.brandwelldesigns.com/thepodcast/Follow BrandWell on Instagram. Follow The Branding Business School on Instagram.Save on your first year of Honeybook using this link! Save 50% off your first year of Flodesk using this link! Get $30 off your first month of Nuuly using this link!Get up to $150 off your first box of Factor Meals using this link!

Managing employees well starts long before difficult conversations ever happen. In fact, the systems you put in place from day one can determine whether your team grows together or struggles with disengagement and poor performance. In this episode of the Business of Apparel podcast, Rachel explains why great leadership and effective employee management go hand in hand with preparing for the possibility of letting someone go. She shares how to set clear expectations and implement performance improvement plans that protect both your team culture and your business. Rachel also discusses how underperforming employees can impact morale and why retaining A-players sometimes requires making tough decisions.

Rachel Maeng joins Eric Kasimov to talk about NIL, college sports, influencer marketing, athlete brands, and the money changing the system.Rachel is a former Rutgers student-athlete, fractional COO, NIL strategist, and founder who built and sold an influencer agency. She explains why real NIL is different from revenue sharing, why college sports keeps getting more expensive, and why access still matters.Topics covered:Why influencer marketing is the prequel to NILWhat real NIL actually looks likeHow revenue sharing and roster caps changed college sportsWhy paid athletes face more fan pressureWhy sports has turned into a money gameThe gap between top programs and everyone elseHow recruiting rankings and camps shape opportunityWhy athletes are being asked to become media companiesWhy internships, mentors, peers, and sponsors matterChapters in This Episode00:00 — Rachel Maeng on her current work00:34 — Fractional COO work, NIL, and representation01:42 — Rutgers, student government, and alumni advocacy03:27 — Rutgers in the Big Ten and the reach of major universities05:13 — Why Rachel chose Rutgers06:55 — Big schools, small schools, and the future of college athletics07:18 — Women's flag football and Title IX09:23 — Cutting sports, roster caps, and international athletes12:57 — Syracuse, football spending, and donor ROI14:14 — Why college teams are hiring GMs16:16 — Student fees, tuition, and the cost of college sports18:00 — NIL money, fan pressure, and athlete criticism19:39 — Recruiting rankings, camps, and access22:43 — College sports deficits and the money problem25:36 — The growing gap between top programs and everyone else27:10 — Recruiting facilities, spending, and shared governance29:13 — Sports betting, expansion, and more games32:10 — Rachel's view on NIL35:43 — Why Rachel watches more college sports now37:35 — Flag football, NFL expansion, and global growth39:17 — Youth sports, cost, and the money game43:55 — Athletes as media companies46:15 — TikTok, creator marketing, and the road to NIL48:31 — Advice for young women in sports and business54:50 — AAPI representation and women in sports business57:50 — Sponsors, mentors, peers, and building community59:10 — Internships, networking, and real career experience1:03:38 — The enrollment cliff and the future of college1:10:37 — Staying curious through podcasts, documentaries, and daily learning1:11:26 — LA, the Olympics, and travel realities1:15:51 — How to find Rachel MaengConnect with Rachel Maeng:X | LinkedIn | InstagramConnect with Eric & SportsEpreneur:SportsEpreneur.com | X | LinkedInEric on LinkedIn | XRelated SportsEpreneur NIL ContentDid You Know You're Paying for College Sports?Brendan Sorsby Bet on His Own Team and Is Somehow Still Eligible to PlayThe Protect College Sports Act Explained: NIL, Transfers, Antitrust, and the Future of College Sports

Hiring the right team members can feel like searching for a needle in a haystack, especially when the candidates you're attracting aren't who you hoped for. In this episode of the Business of Apparel podcast, Rachel explains why attracting poor job candidates is often the result of a weak or generic job description rather than a lack of talent in the market. She shares how apparel brand owners can attract A-player employees by focusing less on qualifications and more on the outcomes, goals, and opportunities a role provides. 

Summary Join me, Annie Walther and my sister in another fun episode! Annie Walther is a Fractional COO. She has over 25 years in Business Development through Corporate events, Corporate Planning and helping grow both product and service businesses beyond the 7 figure mark. This is the must listen episode for Solopreneurs! In addition, she is a good friend of mine and together we run the Solopreneur Networking Meetup in San Antonio! Follow Annie on Instagram here. Sharon's Links:

If you've ever walked away from a mastermind, a coaching call, or a well-meaning conversation with a colleague feeling more confused than when you started — this episode is going to name something you've probably been living with for a long time. It's not that there's too little advice out there. It's that most of us have never stopped to ask whether the advice we're taking is actually right for us, our business, and where we are right now.My guest today is Sandra Booker, founder of Sidekick COO and creator of Scale Society, a fractional COO who works with established online service providers to find the single constraint costing them the most time and money — and then designs the systems and team structures to solve it. Sandra is one of the most well-respected operators in the online business world, and this conversation is exactly as good as I knew it would be.What Sandra and I get into goes way beyond operations and systems. We talk about how to know when you actually need to hire someone versus when you need a better process, the art of pausing before reacting when urgency sets in, and Sandra's concept of "curating your room" — being intentional about whose voices you let influence your decisions, and why the most impressive person in the room isn't always the right one to listen to. Sandra also shares a super cool AI tool that she built and has been using in her own business that I cannot wait for you to hear about — and that I think is going to change how a lot of you are using AI.In this episode we talk about:Why the "self-made" entrepreneur is a myth — and what the business owners who actually build something have in common that nobody talks aboutHow to tell the difference between needing a team member, needing a system, or needing to pause and look at what's already in your businessThe real cost of making decisions from fear, urgency, or comparison — and what to do insteadSandra's concept of curating your room — why your business bestie might be exactly the wrong person to consult when you have a hard decision to makeThe AI tool Sandra built called “The Advisory Board” — and how you can do the same for yourselfWhy the right move in a revenue dip is almost always to look inside your existing business first — and what to look forHow to evaluate advice you're hearing — whether it's from a podcast, a mastermind, or someone making big revenue claims onlineYour next best business decision is probably not going to come from someone else's strategy. It's going to come from getting clearer on what's actually happening inside your own business — and this episode is going to help you do that!Design the room your decisions deserve with Sandra's AI Boardroom Blueprint.

S6:E53 What happens when a founder becomes the single point of failure? Many entrepreneurs spend years building successful companies only to discover the business cannot function without their constant involvement. In this episode, Dr. LL sits down with Forrest Derr, Founder of Derr Consulting and Fractional COO, to explore why operational structure, decision-making systems, and strategic clarity matter more than hustle alone. If people don't trust you, they won't buy from you. If people don't understand you, they won't refer you. And if a business cannot operate without its founder, growth often becomes constrained by the founder's own capacity. Guest Forrest Derr Founder, Derr Consulting Core Problems Founder bottlenecks Lack of operational systems Undefined exit strategies Leadership dependency Practical Takeaways Build systems that reduce founder fragility Create simple plans that guide decisions Define your long-term outcome before making short-term choices Go before you're ready Timestamps 00:01 Reluctant entrepreneurship 03:00 Fractional COO leadership 09:00 Business vs. job ownership 11:00 Business planning and decision-making 15:00 Confidence and action Who This Episode Is For Entrepreneurs, founders, executives, and business owners preparing for growth. Invisible brands don't make money. Increasingly, founder-dependent businesses struggle as well. Sustainable growth requires that the business become understandable, repeatable, and transferable beyond the founder alone. Subscribe, share, and join us for more conversations with entrepreneurs building something meaningful.   ✅ Subscribe for weekly conversations on entrepreneurship

S6:E53 What happens when a founder becomes the single point of failure? Many entrepreneurs spend years building successful companies only to discover the business cannot function without their constant involvement. In this episode, Dr. LL sits down with Forrest Derr, Founder of Derr Consulting and Fractional COO, to explore why operational structure, decision-making systems, and strategic clarity matter more than hustle alone. If people don't trust you, they won't buy from you. If people don't understand you, they won't refer you. And if a business cannot operate without its founder, growth often becomes constrained by the founder's own capacity. Guest Forrest Derr Founder, Derr Consulting Core Problems Founder bottlenecks Lack of operational systems Undefined exit strategies Leadership dependency Practical Takeaways Build systems that reduce founder fragility Create simple plans that guide decisions Define your long-term outcome before making short-term choices Go before you're ready Timestamps 00:01 Reluctant entrepreneurship 03:00 Fractional COO leadership 09:00 Business vs. job ownership 11:00 Business planning and decision-making 15:00 Confidence and action Who This Episode Is For Entrepreneurs, founders, executives, and business owners preparing for growth. Invisible brands don't make money. Increasingly, founder-dependent businesses struggle as well. Sustainable growth requires that the business become understandable, repeatable, and transferable beyond the founder alone. Subscribe, share, and join us for more conversations with entrepreneurs building something meaningful.   ✅ Subscribe for weekly conversations on entrepreneurship

Are you secretly running on empty, wondering if burnout is targeting you next?In this episode, Alen Voskanian, COO of Cedars-Sinai Medical Network and author, pulls back the curtain on the raw realities beneath operations leadership. From the constant grind of clinical environments to the personal toll of endless firefighting, Voskanian exposes why burnout hits high performers hardest and how ignoring your creative side can quietly sabotage your impact. This isn't just about wellness platitudes. It's a real-world look at chasing fulfillment, designing systems that beat chaos, and the unexpected arts that make leaders resilient.If you're a COO (or run with one), you can't afford to miss these insights. The game has changed. Listen now or risk staying stuck in cycles that will bury both your team and your spirit. This is the side of leadership nobody else is showing you.Sponsored byGenius Network - An exclusive community for highly successful entrepreneurs, connecting you with top-tier leaders, strategic insights, and powerful relationships to help you grow your business faster and smarter.Learn more: https://www.geniusnetwork.com/Timestamped Highlights00:25 – The real reason burnout is rampant among COOs and physicians04:12 – The under-the-radar roles that secretly prepared him for operations07:29 – Three unconventional ways to master leadership fast12:18 – Why stand-up comedy became his secret tool for resilience15:57 – The hidden danger in neglecting your creative life as a leader19:53 – Brutal realities of burnout nobody is willing to admit29:55 – How lean principles are quietly transforming healthcare operations39:09 – What people on their deathbeds taught him about fulfillment and regretAbout the GuestAlen Voskanian, MD, MBA, is the Vice President and COO of Cedars-Sinai Medical Network. A board-certified physician in Family Medicine and Hospice & Palliative Medicine, he's also an author and sought-after keynote speaker. Alen is known for transforming healthcare to improve access and quality. He holds degrees from UC Berkeley, UC Irvine, and an MBA from Indiana University. He's a former innovation advisor for CMS, a Cunniff-Dixon/Hastings Center Physician Award winner, and a Health Innovators Fellow with the Aspen Global Leadership Network.

If you're not accurately calculating your landed costs, your apparel brand could be losing money without you even realizing it.  In this episode of the Business of Apparel podcast, Rachel explains exactly what landed cost means and how to calculate it for apparel products in a simple, practical way. She shares why understanding the true cost of producing and importing your garments is essential for protecting your margins and building a profitable business.

Retail stores can be a powerful partner in increasing brand visibility and building customer trust, but there needs to be a strategy behind the way brand founders pitch their apparel.   In this episode of the Business of Apparel podcast, Rachel breaks down the three essential tools every apparel brand needs to successfully land wholesale accounts with boutiques, specialty shops, and retailers. She explains how to prepare for wholesale sales meetings with detailed pricing sheets, curated lookbooks and assortments, and clear payment terms that make it easier for buyers to say yes.  

In this episode of Millions Were Made, Jessica Marx is joined by Brooke Dumas, the Fractional COO brand of Tailored Premier, to examine one of the most overlooked drivers of team performance: ONBOARDING.While many founders dedicate significant time and resources to hiring, far fewer implement a structured onboarding process that ensures new team members are set up for success. The result is often misalignment, underperformance, and early turnover—despite hiring highly qualified individuals.Jessica and Brooke introduce their proprietary 90-day onboarding framework, a system implemented across client organizations to reduce owner dependency, improve clarity, and accelerate employee performance. They emphasize that the first 90 days are not only a critical evaluation period for the employee, but also a reflection of the company's leadership, systems, and operational standards.Through real-world observations, they outline the common mistakes founders make—such as assuming experienced hires require minimal guidance—and explain why clearly documented processes, defined expectations, and consistent feedback are essential to building a high-performing team.This episode covers:Why onboarding is a key determinant of employee success and retentionThe risks of relying on assumptions rather than structured trainingHow lack of clarity leads to inefficiency and increased turnoverThe importance of defining and communicating company standardsWhy SOPs, checklists, and documentation are foundational to scalingHow to structure feedback and milestones within the first 90 daysThe long-term impact of a well-executed onboarding experienceThis episode serves as Part 1 of a two-part series designed to help founders implement a scalable and effective onboarding process that supports both team performance and business growth.Listen now and stay tuned for Part 2, where we will provide a detailed breakdown of the onboarding framework and how to implement it within your organization.Mini-timeline00:14–01:03 — Introduction to the 90-day onboarding framework01:04–02:15 — Why onboarding is critical to employee retention02:16–03:18 — The role of onboarding in shaping company culture03:19–04:53 — The risks of assuming new hires will “figure it out”04:54–06:30 — Common onboarding mistakes made by founders06:31–08:15 — Defining and communicating standards of excellence08:16–10:39 — The importance of SOPs, checklists, and structured plans10:40–11:31 — Hiring under pressure: build first or hire first?11:32–13:57 — The consequences of onboarding without infrastructure13:58–15:20 — The cost of early employee turnover15:21–17:52 — Case example: effective onboarding in practice17:53–19:30 — Building employee engagement and long-term commitment19:31–20:27 — Making informed decisions within the first 90 days20:28–22:42 — Preview of Part 2 and framework overviewResources90-Day Onboarding Framework (Download): https://astounding-founder-8808.kit.com/products/onboarding-blueprintFollow @millionsweremade on Instagram for frameworks + strategy tipsConnect with Jessica:Instagram: @millionsweremade | @thejessicamarxWork with Jessica: Tailored PremierWebsite: Millions Were Made

Deborah Kaminetzky, a certified (PMP, CSM, LSSGB) business leader provides Project Management consulting, technology implementation and Fractional COO services to start-up and established companies. Along the way we discuss – the Journey (1:30), People First Project Plan (5:30), Project Discovery (11:30), Project Success (14:15), Project Complexity (17:30), the Risk Register (19:15), and Deborah's Memo (27:00).  Access help for your project @  DeFacto PM, LLC This podcast is teamed with LukeLeaders1248, a nonprofit that provides scholarships for the children of military veterans. Help us sponsor 5 scholarships for 2026. Send a donation, large or small, through our website @ www.lukeleaders1248.com, PayPal, or Venmo @LukeLeaders1248.  Music intro and outro from the creative brilliance of Kenny Kilgore. Lowriders and Beautiful Rainy Day. 

Text a question to Victoria!Have you noticed the swing from hustle culture to the “soft girl era” in the online business space? Or maybe you've heard of the recent comments Emma Grede has shared regarding being a 3-hour mom. Today, Victoria and her guest are diving into this topic. Brooke Dumas is a Fractional COO, strategic partner, and serial entrepreneur who has built and scaled multiple businesses. She partners with multi-six and seven figure businesses through Tailored Premier and brings a grounded, intentional approach to scaling a business sustainability. In this episode, Victoria and Brooke discuss why it's so important to define your priorities and version of success before scaling a business. They talk about what Brooke looks for during a business audit, building to sell, and the mental load so many founders struggle with as they grow their businesses.If you've ever wondered if you can have both a successful business while being present in your life, or if you want to lean into your soft girl era but aren't sure how to get there, this is for you. Whether you're in a hustle season or leaning into your own soft-girl era, this episode will leave you feeling excited about growing in a way that's intentional and aligned with your values and goals.Links Mentioned in Today's Episode:Connect with Brooke on InstagramVisit Brooke's WebsiteWork with Tailored PremierFor show notes, head to www.thebrandingbusinessschool.com/thepodcast/Show notes for episodes 1-91 can be found at www.brandwelldesigns.com/thepodcast/Follow BrandWell on Instagram. Follow The Branding Business School on Instagram.Save on your first year of Honeybook using this link! Save 50% off your first year of Flodesk using this link! Get $30 off your first month of Nuuly using this link!Get up to $150 off your first box of Factor Meals using this link!

What happens when you're the glue holding a global mission together, but the glue starts to crack?In this electric conversation, Sivana Brewer digs into the trenches with Skye Blanks, COO of the International Council for Small Business, an entrepreneur, and a relentless global operator. They expose the raw truth behind cross-border team dynamics, the weight of relentless travel, and the personal toll of constant responsibility. This episode tears open the unfiltered reality of getting things done, teaching accountability, and building operational systems when the stakes and time zones are always changing.Listen now or risk missing the proven tactics and hard-won lessons that separate thriving leaders from burned-out managers. If you're ready to weaponize transparency, claim your seat at the table, and cut through nonprofit noise, this conversation is for you.Timestamped Highlights00:31 – The “born operator” mindset that shaped a global COO02:36 – The hidden power of loyalty and facing down risks bigger than Deloitte05:35 – How do you keep policymakers, professors, and entrepreneurs moving together?10:34 – The stop-doing list: Skye's ruthless system for switching hats daily15:06 – The radical transparency tactic that keeps remote teams accountable18:16 – What's really at stake when culture fails, and no one steps up23:58 – Skye's blueprint for replicable, world-class events—anywhere29:23 – Why firing people and failed partnerships still sting at the top34:18 – The “humane entrepreneurship” concept that rewrites how leaders show upAbout the GuestSkye Blanks is the Chief Operating Officer of the International Council for Small Business (ICSB), where he works closely with executive leadership to scale operations and support small and medium-sized enterprises globally. He is also the founder of Premo Cannabis and serves in advisory and board-level roles, bringing a hands-on operator's perspective shaped by building and leading organizations. His work centers on execution, governance, and being an effective second-in-command.

What would your workplace look like if every single leave of absence became a chance to build legendary loyalty and turbocharge retention?Sivana Brewer sits down with Taylor McLemore, COO at Tilt, for a conversation that slices through HR noise and exposes the uncomfortable truth: most companies fumble leave policies and lose their best people as a result. This episode unpacks the hidden costs (and wild upsides) of leave done right.From the real-world pain operators feel managing compliance chaos, to how AI is shaking the industry, and the “roles, responsibilities, expectations” framework that creates lasting clarity, this is actionable COO gold.Miss this, and you risk bleeding talent, tanking culture, and getting steamrolled by change. Listen now for raw lessons, war stories, and tested tactics you won't hear anywhere else.Timestamped Highlights00:40 – The brutal truth about why leave management is your hidden loyalty driver02:07 – The jaw-dropping time and complexity HR teams actually face08:20 – A career-changing moment: what empathetic leave really looks like13:16 – The overlooked ROI of doing leave brilliantly14:23 – Why Tilt planted the flag as the AI leader (and what that really means)16:43 – The four principles that keep AI both fast and safe inside HR22:40 – The surprisingly simple doc that ends CEO-COO confusion29:15 – The unexpected power of letting people define “winning” in their own roleAbout the GuestTaylor McLemore is the COO of Tilt, revolutionizing employee leave with empathy and technology. Taylor is the founder of the Human Potential Summit. Previously, he was an EIR at Stand Together. Taylor is a venture builder, scale operator, community connector, and investor. Taylor served on the Colorado Banking Board and the Board of Trustees for Colorado PERA. Previously, he launched and built the Techstars Workforce Development Accelerator as a Managing Director at Techstars. Taylor was the Co-Chair of the DAV National Veterans Entrepreneurship Council. He previously served as an advisor to SHRM Labs and sits on a number of startup boards. Previously, he was Managing Director of Able, a venture and product studio. While at Able, he was a co-founder and investment lead for Codeable, a coding school in Latin America. Taylor was the founder and a board director for Patriot Boot Camp, a nonprofit that supports military veteran and military spouse entrepreneurs. Patriot Boot Camp was acquired by DAV in 2021.

Visibility without systems creates chaos. Fractional COO Vickie Closson joins Crissy to talk about the operational foundations most entrepreneurs skip, why your team struggles are probably a systems problem not a people problem, and how to build a business that actually runs without you. Connect with Vickie:Website: https://www.branity.me Personal site: https://www.vickieclosson.com Free Chaos Scorecard: https://www.branity.me/quiz LinkedIn: https://www.linkedin.com/in/vickieclosson Instagram: https://www.instagram.com/vickieclosson Facebook: https://www.facebook.com/vickie.crossclossonOMNI is my full visibility system built for CEOs who want to grow online without living on their phone. If you're ready to be truly seen, more strategic, and unmistakably in demand, head to check out OMNI at www.omniqueens.com https://www.instagram.com/itscrissyconner/https://www.tiktok.com/@crissyconnerhttps://www.facebook.com/crissyconnerhttps://www.youtube.com/c/crissyconnerhttps://www.linkedin.com/in/crissyconner/

Visibility without systems creates chaos. Fractional COO Vickie Closson joins Crissy to talk about the operational foundations most entrepreneurs skip, why your team struggles are probably a systems problem not a people problem, and how to build a business that actually runs without you. Connect with Vickie:Website: https://www.branity.me Personal site: https://www.vickieclosson.com Free Chaos Scorecard: https://www.branity.me/quiz LinkedIn: https://www.linkedin.com/in/vickieclosson Instagram: https://www.instagram.com/vickieclosson Facebook: https://www.facebook.com/vickie.crossclossonOMNI is my full visibility system built for CEOs who want to grow online without living on their phone. If you're ready to be truly seen, more strategic, and unmistakably in demand, head to check out OMNI at www.omniqueens.com https://www.instagram.com/itscrissyconner/https://www.tiktok.com/@crissyconnerhttps://www.facebook.com/crissyconnerhttps://www.youtube.com/c/crissyconnerhttps://www.linkedin.com/in/crissyconner/

Ever wondered why one song can instantly give you chills… while another makes you feel nothing at all?In this episode, Selina Meere, COO of Trevanna Tracks, pulls back the curtain on the invisible system behind the music you feel in films, ads, and media. From navigating complex rights and scaling music operations for global brands to leading without a playbook, this conversation dives deep into what it really takes to operate at the intersection of creativity, technology, and leadership.They explore the realities of being a COO, managing elite teams, making high-stakes decisions, and building trust in environments where there are no clear answers.If you want to understand how world-class operators think, lead, and execute under pressure, don't wait. The cost of staying reactive instead of strategic is too high. Hit play now for insights you won't hear anywhere else.Timestamped Highlights[00:00] – The hidden force behind why certain songs instantly trigger emotion in movies and ads[02:14] – Why music licensing became exponentially more complex, and what most people don't realize[04:21] – The “Excel breaking point” that led to building a completely new category in media[06:37] – From book publishing to COO, the unexpected career pivot that changed everything[11:00] – The moment she had to learn DevOps, Agile, and engineering… from scratch[13:40] – The leadership mistake most companies make during major internal transformations[17:11] – How top teams actually prioritize when every client thinks their request is urgent[19:01] – The hardest part of being a COO, and why there's no such thing as a playbook[28:12] – The real way to build confidence when making big, high-risk decisions[31:54] – Why asking questions can quietly destroy trust, and how to fix itAbout the GuestSelina Meere is the COO of Trevanna Tracks, a pioneering music rights and workflow platform serving some of the largest media and entertainment companies in the world. With a background in publishing and PR, she has built a career partnering closely with founders to scale businesses, optimize operations, and drive growth across industries. Known for her adaptability and strategic thinking, Selina specializes in leading high-performance teams in complex, fast-evolving environments.

What if the biggest thing holding your company back… is how you're thinking about what's possible?In this episode, David J. Lee, Global CFO and COO of WEBTOON, breaks down a radically different way to approach growth, leadership, and innovation. From scaling a global storytelling platform with 155 million users to partnering with visionary founders, David shares how elite operators think beyond “high probability outcomes” and instead build toward what must be true to achieve breakthrough success.This conversation dives into the realities of being a COO at scale, navigating public company pressure, leading global teams, and building trust with mission-driven founders.If you're tired of incremental thinking and want to unlock bold, category-defining growth, don't wait. The longer you operate within “safe” assumptions, the more opportunity you lose. Hit play now for a rare, high-level perspective most leaders never access.Timestamped Highlights[00:00] – The mental trap that keeps leaders stuck in “safe” growth instead of breakthroughs[02:32] – Inside WEBTOON: 155M users, 24M creators, and a global storytelling revolution[05:47] – Why the best operators don't specialize, and the real cost of being a generalist[08:49] – The one question great leaders obsess over that most companies ignore[11:28] – The brutal reality of going public, and why it forces true discipline[15:41] – What separates high-integrity founders from the rest, and how it shows up daily[19:01] – When a COO should stay… and when it's time to walk away[23:17] – How elite leaders stay calm in chaos, even in high-stakes environments[26:23] – The hidden danger of “oversteering” and why great leaders step back[33:14] – The “what must be true” framework used by NASA and top innovatorsAbout the GuestDavid J. Lee is the Global CFO and COO of WEBTOON, a global storytelling platform connecting millions of creators with over 150 million users worldwide. He has led major transformations across companies like Zynga, Impossible Foods, and Best Buy, bringing a unique blend of strategy, operations, and innovation to high-growth environments. Known for partnering with visionary founders, David specializes in scaling companies that are redefining entire industries.

What would happen if you finally ditched micromanagement and actually let your teams run wild, faster, riskier, and more creative than you'd ever dare on your own?Ben Plomion, COO of Pearl AI, joins Sivana Brewer for a sharp, no-fluff deep dive into the gritty reality of leading in markets where mistakes happen fast and growth is non-negotiable. Drawing from cross-functional battle scars in marketing, ops, and tech, Ben unpacks how he leveraged his CMO chops to become a next-level COO, why most leaders fail at “connecting the dots,” and exactly how he's turning AI into his secret weapon for culture and operational scale.If you're tired of theory and ready for the untold COO playbook that frees you from indecision, protects you from hidden traps, and gives you unfair access to what the best operator-leaders are actually doing, listen now. Stalling means losing team trust, missing radical growth, and getting left behind.Timestamped Highlights[00:03:42] – The shocking “dumpster” pitch that clinched Ben's COO job—would you take this text?[00:05:10] – Connect the dots or die: Why leaders who only skim the surface always lose big[00:07:26] – Zero in-house finance, outsourced chaos—how Ben plugged the leaks before it was too late[00:10:51] – From chief cook to master delegator: The brutal art of giving up “employee benefits” and focusing where it matters[00:14:42] – CEO second-in-command: The secret archetypes and why most COOs get it wrong[00:18:29] – CMO to COO crossover: The superpowers that every operator should steal from marketing[00:21:23] – Ditching values for operating principles—radical new rules for building a creative, AI-savvy team[00:32:19] – “Let them run”: The unorthodox motto that keeps Ben's teams breaking the rules, beating churn, and staying aheadAbout the GuestWith over two decades of experience in marketing, commercial and operational leadership across Artificial Intelligence, Computer Vision, and Blockchain, Ben Plomion is the Chief Operating Officer at Pearl—the leading AI Software-as-a-Service (SaaS) company in dentistry. Prior to Pearl, he served as Chief Marketing Officer at Dibbs, an Amazon-backed tokenization-as-a-service (TaaS) platform. He was previously Chief Growth & Marketing Officer at GumGum, where he played a pivotal role in advancing AI-driven contextual advertising. Earlier in his career, Ben led global digital media efforts at both Magnite and GE Capital. A Forbes contributor and trusted advisor to companies like Deanna.ai, PebblePost, and #Paid, he is also a committed educator in the realms of AI, marketing, and Web3.

Ever felt like your company is running in circles while you quietly burn out, stuck between drive and exhaustion?This episode is a blunt, emotionally raw exploration with Lindsay Gibson, COO of TextNow, a leader who's walked away from the grind, returned for redemption, and rebuilt both companies and herself from the inside out. Sivana Brewer dives deep with Lindsay into the shock of losing vision, the chaos of remote work, and the brutal clarity that comes only after you've crashed headlong into career “success.”If you're tired of vague leadership advice and want exclusive, no-BS strategies for authentic leadership, unclenching burnout's grip, and making culture work for real teams, listen right now. Miss this, and you might repeat the pain Lindsay barely escaped. These lessons are battle-forged, urgent, and unlike anything the standard playbooks offer.Timestamped Highlights[00:01:11] – The brilliant but gritty origin of TextNow: solving real pain for people who have to choose between a phone bill and groceries[00:02:45] – Why Lindsay left her COO seat (twice) and what chasing “interesting work” really costs[00:04:34] – The BlackBerry “return rate” disaster: how fixing buyer's remorse became a master class in real-world delegation[00:07:49] – The shocking truth: Engineering wasn't the problem—here's what really derails a company's goals[00:10:11] – The brutal downside of remote-first culture… and the hardest part of rebuilding accountability across a fractured team[00:14:32] – Motherhood, loss, and the hidden price of ambition: Lindsay's real talk on the boundaries she'll never break again[00:19:04] – “Dead bodies in the process”—when leadership feedback stings and the rebirth of authentic management[00:27:54] – Why remote teams lose their soul (and how one-on-one connection fights back against isolation)About the GuestLindsay Gibson is the Chief Operating Officer of TextNow, a disruptive, ad-supported mobile carrier serving millions who demand true flexibility in mobile communications. With over two decades shaping iconic tech cultures, including a 16-year run at BlackBerry, she's mastered the hard edge of scaling, comeback leadership, and authentic team connection. Known for leading through crisis and comeback, Lindsay is a straight-talker driven by integrity and obsession with growth.

Ever secretly wondered if success, early retirement, a big exit, and the CEO chair are as good as it looks? What if the “dream” of ownership leaves you restless, searching for meaning, and itching to build again?This episode pulls back the curtain on the real journey: Marcus Hantla, a relentless builder who's seen both sides, reveals the wild emotional highs of exits and the raw, daily grind of COO life inside Contractor Foreman, a fast-growing SMB construction SaaS. He and Sivana get blunt about AI hype, hands-dirty delegation, and the gut-check moments that test even the toughest operators.The stakes: Stop winging it in your own career, team, or transformation or risk getting left behind. Listen now to confront the myths of growth, find new ways to thrive, and get the gritty, exclusive playbook you won't hear in sanitized TED Talks.Timestamped Highlights03:41 – What no one warns you about early retirement and the uncomfortable truth about waking up “free.”06:43 – How a random plumber changed Marcus's entire career (on his very own porch).09:10 – The COO/CEO “deciding dance” and why true empathy is a secret growth weapon.14:40 – Real talk: Losing a debate with the CEO (and why not every “brilliant” idea should win).17:25 – AI sales calls, live demos vs. real humans—what actually works right now.20:55 – Is the “beautiful” user interface dead? Why the next SaaS war is about simplicity, not design.26:14 – The dangerous side of AI consensus: Can chasing “truth” kill the next big breakthrough?35:03 – The sobering math of executive gratitude (and the crisis no leadership manual covers).About the GuestMarcus Hantla is the COO of Contractor Foreman, a leading construction management software platform engineered for small and mid-market builders and contractors. With 25+ years in construction and tech—plus multiple exits—Marcus is renowned for his hands-on leadership and hard-won insights at the intersection of trades, SaaS, and rapid growth.

What if the single greatest unlock for scaling your company has nothing to do with strategy, and everything to do with how much you care?In this gut-level conversation, Sivana Brewer sits down with Amit Shah, COO of Virta Health, a company on a mission to reverse metabolic disease in a billion people. They reveal the raw mechanics, hard decisions, and emotional realities of building a culture where real feedback, personal mission, and relentless impact actually drive bottom-line results. Expect stories that challenge your comfort zone, a blueprint for turning skeptics into true believers, and a rare glimpse into what makes teams (and COOs) last a decade or more through hyper-growth.If you're tired of surface-level advice and want the proven, exclusive tools to protect your culture (and your soul) as you scale, hit play now. The risk of mediocre leadership has never been higher, and these lessons simply can't wait.Timestamped Highlights[00:00] – The rebel truth about why people don't care what you know until something shocking happens[00:03:23] – Inside Virta's billion-person mission and the radical evidence that built unwavering belief[00:06:57] – The jeans, Disneyland, and moment a clinical trial changed thousands of lives[00:13:17] – The single conversation that blew away a hardened healthcare skeptic[00:17:13] – Why LIVE patient stories kick off every company meeting and what that does to culture[00:21:24] – How Virta built a team that actually sticks (and outgrows their own roles)[00:25:41] – When your job changes every 12 months: The hidden playbook for surviving hyper-growth[00:33:24] – The care vs. candor tightrope—how to love your team while pushing for relentless resultsAbout the GuestAmit Shah is the Chief Operating Officer of Virta Health, where he leads growth, product development, and patient care delivery for a hyper-growth company that's transforming metabolic disease care. With a track record spanning executive roles at Paladina Health, McKinsey, and Amazon, plus roots as a mission-driven entrepreneur, Amit is known for building high-performance teams that scale with heart and precision.

Ever feel overwhelmed by growth or haunted by the worry that your team's success might derail the mission?This is your inside pass. Sivana Brewer dives deep with Dan Murphy, COO of D1 Training, to uncover what really separates winning brands from chaotic burnout. From scaling a nationwide fitness franchise by 100+ units fast, to building a culture where passion crushes bureaucracy, and tough metrics make or break careers, this episode exposes the choices, pivots, and vulnerable moments every top operator faces.Listen now if you want to avoid stalling your company's growth, escape the COO loneliness trap, and get proven, unconventional takeaways on reinventing your playbook in a frantic market. This is real talk you won't find anywhere else, straight from the second in command.Timestamped Highlights[00:01:01] – The wild origin story: Losing a pro career, the CEO's game-changing invention, and how it launched a new franchise model[00:03:39] – Why D1 threw out the playbook and planted flags everywhere plus what they learned scaling from 1 to 160 locations[00:05:17] – The counterintuitive “avatar” that drives most revenue and why it's probably NOT who you think[00:09:57] – How the right “spark” can reveal your company's true North—advice for COOs looking for their next big thing[00:13:37] – The brutal scale-up pivot: When to walk away from side businesses, passive owners… and old friends[00:16:11] – Outsourcing secrets, bringing it all back in-house, and the moment when cost control meets franchisee happiness[00:21:28] – The biggest “aha” that changed their growth trajectory—what actually gets local buyers to care and buy in[00:25:34] – When loyalty isn't enough: Handling hard conversations with passionate, under-performing leaders[00:27:48] – Managing egos, CEO/COO conflict, and why “freedom to dream” requires radical focusAbout the GuestDan Murphy is the Chief Operating Officer of D1 Training, a national franchise leading the youth and community athletic training space. A former Division I soccer player and West Point graduate, Dan has decades of leadership experience spanning military and high-growth franchise operations. He's known for his relentless execution, passion-driven leadership style, and community-building expertise helping D1 scale from a single Nashville gym to 160+ locations and counting.

"I don't have to fall into the drama and the nonsense and everything else, and I can take all the amazing things I'm learning and come into a new season." For many women, being "good" means holding everything together for everyone else. But at some point, the question begins to surface: When did good enough become good enough? In this episode, Heather and Laurie Wintonick explore what it really looks like to grow into the next version of yourself without blowing up the life you've built. From letting go of guilt and redefining what it means to be a "good woman," to navigating the tension that comes when others don't support your evolution, this conversation is about choosing yourself with intention. Because when you stop abandoning your own desires and start honoring what you truly want, you don't just change your life, you become the version of yourself you were always meant to be. What to listen for: ✨ What it really means to "be a good woman" without abandoning yourself ✨ The importance of asking yourself, "When did good enough become good enough?" ✨ Figuring out what you really want and getting unstuck without blowing up your life "I wanted to be able to be professional and have a career while also being an amazing mom, and I don't feel like you have to decide one or the other. You can absolutely a thousand percent do both, but you have to be really intentional about it." ✨ Prioritizing what's important and leveling up your life in the process ✨ Navigating the tension when other peopledon't support your growth journey ✨ Are you being blocked, or are you refusing to take a stand for how you want to feel? "If I want to do something, I'm gonna go do what I want to do because at the end of the day, the only person I'm hurting by not doing it is me. And if I'm hurting myself, then in reality, I'm not the best version of myself, so everybody's gonna suffer because of that."  ✨ Letting go of guilt because women are allowed to give themselves permission ✨ The more you grow, the more you realize who's actually in your corner ✨ How doing the work brings you to the person you're here to be *** About Laurie Wintonick: Laurie Wintonick is a powerhouse coach, executive leader, and speaker with over 30 years of C-suite business experience in operations, strategic planning, and leadership development. Laurie's career began as a receptionist at 21, but her drive, curiosity, and people-first approach quickly propelled her to the executive level—serving as Executive Vice President at a top financial planning firm, where she mastered every side of business from sales/operations/finance to HR and strategic growth. Currently, Laurie runs her own Coaching and Consulting Firm - Boringly Consistent, where she contracts as a Fractional COO, as well as a Business, Executive, Performance, Mindset, Wellness, and Master Life Coach. She is also the Head of Business at Beyara—a company deeply aligned with Laurie's mission—to help female entrepreneurs build and scale businesses and lifestyles that align with their deepest values—combining mindset, business mastery, and strategic growth with lives they truly enjoy. Connect with Laurie: Website: www.beyara.com  Instagram: @lillg23 and @beyarawomen LinkedIn: www.linkedin.com/in/lauriewintonick/  *** For those of you who are ready to stop feeling drained, overextended, and out of alignment… join me for a one-on-one Time & Energy Audit, a focused session designed to help high-achieving women uncover what's draining them, clarify what truly matters, and create a simple plan that fits their life. We'll pinpoint your biggest time + energy leaks, identify the top areas to focus on for quick momentum, and map out exactly what to let go of so you can reclaim your energy, your time, and your joy. Ready to make your time work for you without adding more to your plate? Apply for the next 1:1 Coaching Cohort:https://heatherchauvin.com/apply Not ready for 1:1? Join the Energetic Time Management Accelerator: https://heatherchauvin.com/time

Today on the Invest In Her Podcast, host Catherine Gray talks with Tessa de Flines, co-founder of AtVenture Platform, whose mission is to close the wealth and funding gap by activating diverse angel investors through education, community, and capital. Tessa brings more than 18 years of corporate leadership experience from global institutions such as GE and ABN AMRO, along with 8 years as an entrepreneur and Fractional COO helping startups create structure, strategy, and execution as they scale. She is also a Founding Partner at Masters of Scale and an active angel investor through AtVenture Platform, Great Stuff Ventures, and her own portfolio. Passionate about increasing access to capital and opportunity, Tessa mentors founders, speaks globally on inclusive investing, and works to inspire more women and underrepresented investors to participate in the startup ecosystem.  In this episode, Catherine and Tessa discuss the barriers that keep many women and diverse investors from entering the world of angel investing—and how education, community, and access to deal flow can change that. Tessa shares insights from her work building AtVenture Platform, where she focuses on demystifying investing and empowering individuals to become early-stage backers of impactful startups. The conversation explores the importance of expanding the investor base, how more inclusive investing leads to stronger innovation, and why activating new angel investors is critical to closing the funding gap for women founders. Together, they highlight practical ways people can get involved in startup investing while helping reshape the future of entrepreneurship.   Websites Mentioned https://www.showherthemoneymovie.com www.sheangelinvestors.com    Follow Us On Social Facebook @sheangelinvestors Twitter (X) @sheangelsinvest Instagram @sheangelinvestors & @catherinegray_investinher LinkedIn @catherinelgray & @sheangels   #InvestInHer #FinancialWellness #WomenInFinance #FinancialEmpowerment #MoneyMindset #InclusiveFinance #FintechForGood #BehavioralEconomics #WealthBuilding #FinancialHealth #EmpowerWomen #MoneyMatters #SheAngelInvestors #InvestInYourself #FinancialFreedom  

He specializes in empowering leadership teams, creating accountability, and freeing overwhelmed founders from day-to-day operations. Forrest Derr of Derr Consulting is a Fractional COO, integrator and operations coach committed to helping small and mid-sized business owners regain control, build structure, and scale sustainably. With over 28 years of experience across industries such as tech, SaaS, telecom, construction and landscaping, This could be your ticket to success! derrconsulting.com sageintl.com

When was the last time you felt your vision misunderstood, your partnership undervalued, or your operational roadmap tangled? If you're a COO wrestling with translating big ideas into real impact, this conversation is your lifeline.Sivana Brewer welcomes Stephanie Kauffman, Chief Operating Officer at Melanoma Research Alliance, for an urgent episode that lifts the veil on what actually moves the needle for COOs. From converting financial “legends” into game-changing board allies to crafting story-driven partnerships that triple outcomes, you'll hear how real-world translation builds trust fast, drives innovation, and prevents career-stalling burnout.Press play now. Don't risk getting stuck in your leadership bubble. Every minute here arms you with exclusive, proven techniques to connect, influence, and scale before someone else beats you to it.Timestamped Highlights[00:10] – A stunning perspective shift: why “second in command” is really “dual in command” for COOs everywhere[00:02:25] – The myth of melanoma: deadliest form of skin cancer, massive underestimation, and breakthrough facts COOs should know[00:08:21] – Surprising everyday tips for preventing melanoma beyond just sunscreen (plus one you've likely never heard)[00:10:39] – How legendary finance leaders shaped Stephanie's radical “private equity” nonprofit strategy—what every COO can steal[00:18:49] – The $12.7 million secret: bold partnerships that defied board skepticism (and the power of gaming for social impact)[00:27:11] – Data-driven storytelling for buy-in: How Stephanie translates emotional conviction into actionable board wins[00:31:47] – Professional translation: the vital COO role in turning CEO vision into operational clarity for every stakeholder[00:43:15] – The “3 Bs” formula and simplifying the complex: brief, brilliant, be done—your solution to communication chaosAbout the GuestStephanie Kauffman is Chief Operating Officer of the Melanoma Research Alliance, the world's largest nonprofit funder of melanoma research. Known for high-impact storytelling and cross-industry partnership wins, she previously held SVP roles at Universal Studios and Breast Cancer Research Foundation. Stephanie is recognized for translating visionary ideas into scalable operations, bringing decades of experience across finance, media, and biotech.

Ever felt like you're carrying the weight of growth, but struggling to shift your company from band-aids to real, sustainable breakthroughs?Meet Nicki Baty, COO at Freshpet, who's rewriting the playbook for second-in-command leadership inside a rocketship culture. In this revealing conversation, Nicki Baty opens up to host Sivana Brewer about pioneering a COO role from scratch, installing trust (in teams and at home), and building a business fueled by missionary drive, not mercenaries.Explore how to turn constant change into your secret weapon, earn buy-in when the North Star keeps moving, and design a culture that scales with speed without chaos.You can't afford to run on autopilot or yesterday's wins. Discover the steps that separate successful COOs from those stuck in a cycle of busyness. Listen now for exclusive insights you can't afford to miss. The next wave of growth is already here, and this episode holds the edge.Timestamped Highlights[00:00] - The one guarantee for every COO—how to win when change is constant[03:41] - Missionaries vs. mercenaries: Why purpose-driven teams deliver differently[07:40] - Moving a family across continents for growth—what business leaders really learn[12:11] - “Making room in the boat”: Building trust, networks, and resilient teams on the fly[19:12] - Nicki reveals how to plan post-onboarding in a brand new leadership role[23:35] - Finding your “most valuable pet parent” and reshaping the company around them[28:35] - The surprising power of Freshpet's pioneering spirit—and what big companies still get dead wrong[37:13] - The real difference between strategic priorities and tactical noise (and how most teams get stuck)About the GuestNicki Baty is the Chief Operating Officer at Freshpet, a company redefining the pet nutrition industry with its human-grade, refrigerated pet food. Formerly President and General Manager of Hill's Pet Nutrition US (Colgate-Palmolive), Nicki's career has spanned the globe—from the UK and Europe to Asia and the Americas. She is recognized for her track record in scaling organizations, her passionate belief in purpose-driven work, and her relentless focus on building trust and sustainable growth in fast-moving environments.

Are you trapped in operational chaos, fighting burnout, and searching for a formula that actually scales? You're not alone. This electrifying episode features Guillaume Bouvard, Co-founder, COO and CMO of Extend, as he sits down with Sivana Brewer to reveal the real-life victories and invisible battles behind explosive fintech growth. From his unusual rise at American Express to building a team of true experts (not just generalists), Guillaume exposes the proven rituals, painful lessons, and cultural shifts that unstick founders and COOs worldwide.If you've ever wrestled with hiring mistakes, boardroom pressure, or the fear of letting go, this conversation is your playbook for escaping overwhelm right now. Tune in for exclusive strategies you won't hear from the usual talking heads—and avoid the pain of staying stuck another quarter. Listen now, because your breakthrough can't wait and these field-tested insights are only found here.Timestamped Highlights[00:00] – The daring anti-micromanagement view that reshaped a whole company's culture[00:07:08] – Why Guillaume became COO and what most founders never tell you about picking partners[00:09:12] – How a “no two days alike” mindset powers world-class operations without chaos[00:12:27] – The little-known boardroom rituals that drive results, build trust, and end nasty surprises[00:19:44] – Guillaume's radical philosophy for staying engaged, focused, and unshakable against daily setbacks[00:21:01] – The breakthrough hiring lesson that can rescue any leader from burnout (before it's too late)[00:28:14] – Steal-this-process: Monday all-hands, relentless transparency, and celebrating the hidden heroes[00:34:29] – Real-life wins: How a single empowered team member triggered a market wave using curiosityAbout the GuestGuillaume Bouvard is the Co-founder, Chief Operating Officer, and Chief Marketing Officer of Extend, a venture-backed digital credit card platform revolutionizing spend management for banks and businesses. With more than two decades of leadership across American Express and international fintech, Guillaume blends corporate discipline with disruptive startup agility. His obsession with hiring world-class talent, building intentional culture, and empowering true ownership makes him a sought-after voice for COOs ready to scale with clarity and conviction.

What if your next breakthrough isn't more hustle, but ruthless focus on what actually matters?Scott Levy, Founder and CEO of ResultMaps, joins Sivana Brewer for a candid, zero-fluff conversation on why most CEOs and COOs are drowning in distraction and what separates “second in command” leaders who skyrocket growth from those stuck grinding. They pull apart why ambitious teams spiral into task overload, the critical metrics every department truly needs, and the battle-tested rituals that free up your brain for high-stakes decisions.Ready to step off the treadmill of constant fires, endless meetings, and “yet another platform” promises? This episode exposes the cost of delay and throws you a direct path out, real systems, real clarity, real results. If you wait, you risk another year of burnout and missed breakthroughs. Press play now for inside strategies unavailable anywhere else.Timestamped Highlights[00:54] – Why “good” content became too dangerous for Speaker A to binge (and what that reveals about focus)[02:09] – The real operations heartbreaks hidden behind entrepreneurial success stories[07:09] – Why small teams will devour giants in the AI revolution (the Special Forces lesson nobody teaches MBAs)[10:34] – The shockingly simple hack for bypassing bloated CRMs and running your pipeline on autopilot[12:02] – How to extract a Vivid Vision in 30 minutes—no trust falls required[16:13] – “Eff your feelings, follow the plan?” Dissecting the truth (and limits) of systemizing emotional chaos[26:52] – The fatal flaw of cascading goals—and what truly separates winners from burned-out operators[44:36] – The raw moment CEOs finally break—and why some refuse to suffer the same mistakes twice About the GuestScott Levy is the Founder and CEO of ResultMaps, a cutting-edge SaaS platform designed to help founders and leadership teams obliterate operational friction, scale clarity, and get real results. With a background spanning management consulting, software, and building systems for high-growth companies, Scott's passion is turning entrepreneurial chaos into decisive execution. He's especially known for integrating technology and coaching with powerful simplicity.

Forrest K. Derr is a Fractional System integrator who helps founders fire themselves out of a job.    Along the way we discuss Billiards at Univ of Delaware (2:30), A Lot of Little Knobs (5:00), Tracking the Moving Parts (8:30), EOS (11:15), Core Values (15:00), Start with a Plan (21:15) and the Fixers and Founders podcast (23:00). Interested in a Fractional COO, reach Forrest @ Derr Consulting This podcast is partnered with LukeLeaders1248, a nonprofit that provides scholarships for the children of military Veterans. Send a donation, large or small, through PayPal @LukeLeaders1248; Venmo @LukeLeaders1248; or our website @ www.lukeleaders1248.com. Music intro and outro from the creative brilliance of Kenny Kilgore. Lowriders and Beautiful Rainy Day.

What does conscious leadership look like in the age of AI?As artificial intelligence accelerates and uncertainty intensifies, leaders are realizing that strategy alone is no longer enough. The future of business won't be shaped by AI alone — it will be shaped by conscious leadership.In this episode of The Conscious Leadership Revolution, Susan Hobson and fractional COO Raymond Ussery explore:• Psychological safety as the foundation of innovation• Emotional intelligence and nervous system regulation in high-performance leadership• Ethical AI implementation and values-driven decision making• Healing as a catalyst for leadership growth• Why your “North Star” matters more than ever in 2026 and beyondIf you're navigating burnout, imposter syndrome, AI disruption, or organizational uncertainty, this conversation will help you lead with clarity, resilience, and purpose.Because in an AI-driven world, the real competitive advantage is human: presence, regulation, ethics, and aligned leadership.AI may shape our systems.But conscious leadership will shape our legacy.

Cinderella CEO On Air Podcast Host Cary Broussard interviews guest Cynthia Nevels.  The title of this podcast episode is "Once Upon a Fortune" because Cynthia knows what it takes to create businesses that scale, attract capital, and make an impact. She literally spins ideas into gold.She is the Founder of Integrality LLC and early stage start up Start.Pivot.Grow. Cynthia's LinkedIn profile:https://www.linkedin.com/in/cynthianevels/ and website:https://www.integralityllc.com/team/cynthia-nevelsCary and Cynthia speak at length about her new book Big Tiny Money, based on Cynthia's newest real estate venture with Tiny Home communities.Cynthia Nevels has been an advisor to Goldman Sachs through the NYU Stern School of Business, One Million Black Women business education program and to10,000 small businesses in Dallas, also funded by Goldman Sachs. She partners with CEOs and founders who are ready to break through revenue plateaus and achieve transformational growth — from $250K to $25M+.As a Growth Strategist, Fractional COO, and Impact Investor, Cynthia brings 20+ years of experience designing strategies, building systems, and preparing companies for sustainable expansion and capital access.  Michelle Bernier, venture capital professional, and strategic leader with Liberty Ventures Network, joins Cary for this interview with Cynthia to ask key questions and share insights from the investor side of the table.

In this episode, we explore the critical role of HR operations in driving organizational success beyond mere compliance and administrative tasks. La Tonya Roberts shares insights on how HR can evolve from a reactive function to a strategic partner, emphasizing the importance of data, process maturity, and proactive engagement with leadership. Listeners will learn actionable steps to enhance their HR operations and demonstrate their value to the organization. Listener Takeaways Understand the four levels of HR operational maturity and how to progress through them. Learn how to leverage employee engagement data to drive business decisions. Discover strategies to change the perception of HR from a reactive to a proactive function. Explore the importance of compliance being embedded in organizational culture. Gain insights on how to effectively use automation and AI in HR processes. Timestamps 00:00 – Introduction to HR operations 00:36 – The impact of HR operations on organizations 01:32 – Signs of HR stuck in reactive mode 02:40 – Changing misconceptions about HR's role 03:40 – Importance of employee engagement data 06:32 – The HR maturity model explained 10:11 – The role of technology in HR operations 12:22 – Compliance and its cultural implications 15:05 – The importance of training for managers 18:52 – Automation in onboarding processes 19:26 – Final thoughts on becoming a strategic partner Guest(s): La Tonya Roberts is a Fractional COO and Human Capital Strategist at Harmony Consulting Group, specializing in building scalable operations and people systems that drive clarity and growth within organizations. HR operations, employee engagement, HR maturity model, compliance, automation, strategic partner, data-driven HR, organizational culture, AI in HR, onboarding processes

Healthcare innovation doesn't fail for lack of ideas; it fails when execution, people, and focus aren't aligned. In this episode, Sabrina Runbeck, fractional COO and CSO, and co-founder of PulsePoint Path, discusses building a collaborative execution model that connects early-stage health tech startups, clinicians, and investors. She explains why moving beyond passive referral-based growth is essential for scaling companies with clarity and real ROI. Sabrina breaks down how startups often miss critical go-to-market fundamentals, including a true client-acquisition strategy and accountable leadership. Drawing from her background in cardiothoracic surgery, she shares how clinicians can transition into scalable advisory, executive, and investor roles to create one-to-many impact. Tune in to learn how disciplined focus, the right people, and intentional collaboration can turn promising healthcare innovation into sustainable growth! Resources: Connect with and follow Sabrina Runbeck on LinkedIn. Follow PulsePoint Path on LinkedIn and explore their website! Submit your Health Tech Impact Awards nomination here!

Feeling the pressure to scale but terrified of losing your best people, or watching team morale dissolve as your business grows?This episode, guest host Sivana Brewer gets real with Isaac Tobelen, current CMO at Springs Rejuvenation and seasoned COO, on the inside challenges of recruiting, retaining, and motivating talent in rapid-growth settings. Isaac shares proven systems for hiring culture-aligned operators, the brutal mistakes that cost him top performers, and how “Innovation Day” became a surprising game-changer for agency culture.If you want actionable tactics to build a resilient team and avoid silent exits, listen now, not later. Your next big hire, retention strategy, or culture upgrade may hinge on these lessons. Tune in for exclusive, hard-won insights that most COOs only learn the hard way.Timestamped Highlights[00:00] – The “quiet risk” that nearly cratered Isaac's agency and why losing one key player can trigger a domino effect[03:08] – Rewiring direct response marketing for an unexpected industry and scaling it to $1.2M/month[08:59] – Why competitors keep stealing Isaac's ads, but can't touch his team's execution[11:08] – The secret overlap of visionary CEO and practical COO—why it worked for Isaac and Ashton[13:49] – How teaching people “how to think” crushed micromanagement and burnout[15:02] – The counterintuitive hiring process that filters for real values (not just resume skills)[24:29] – Unconventional interview tactics, homework, and the non-negotiables that reveal true fit[32:00] – “Innovation Day” revealed – How letting teams fail forward built trust and inspired breakthrough creativity[38:11] – Isaac's 2 biggest mistakes: concentrated risk and a disastrous acquisition—what he'd do differently[52:44] – Is AI really changing everything? Isaac's blunt take on what's hype, what actually matters, and why talent must upskill nowAbout the GuestIsaac Tobelen is the Chief Marketing Officer at Springs Rejuvenation, a leader in stem cell and exosome therapy. Previously, he was COO at Hemon Media, where he scaled the agency to $500K/month in 18 months, managed $36M+ ad budgets, and built high-performing teams from scratch. Isaac is known for his systems thinking, rapid operational scale, and real-world people development.

In this solo episode of the Everyday Business Problems podcast, Dave Crysler tackles one of the most common questions growing companies ask: should we hire a fractional COO or a full-time COO? His answer might surprise you; you're asking the wrong question entirely. Drawing from nearly 30 years of operations leadership and his own evolution from traditional consulting to an Operations on Demand model, Dave breaks down why defining the problem you're actually trying to solve matters far more than filling a predefined role on your org chart. What You'll Discover: Why "should I hire a fractional or full-time COO?" is the wrong starting question for most growing companies. How predefined roles and titles lead to compromises that don't actually solve the real problem. The difference between what a fractional COO actually does versus what most people marketing themselves as "fractional" deliver. Why the COO role looks completely different at $800K, $8M, and $80M in revenue, and why that matters for your hiring decision. How companies end up swapping tools (HubSpot to Salesforce, etc.) when the real issue is planning, people, and process, not the technology. The shipyard story: what a ball-peen hammer and a $15,000 invoice teach us about the value of experience. What "Operations on Demand" means and how it differs from fractional leadership or traditional consulting. How to use a crawl-walk-run approach to diagnose what your organization actually needs before making a hire. If you're a growing company debating whether to bring in outside leadership help, this episode will reframe the conversation and help you focus on the problem first — before the title, the role, or the org chart.

Lany Sullivan, a strategic business consultant who works as a Fractional COO helping established business owners and CEOs move out of overwhelm and into clear, confident growth.Through strategic assessments, private consulting, group strategy containers, and focused strategy sessions, Lany helps leaders simplify complexity, sharpen decision making, and build a practical path forward that supports both their business and the life they want to lead.Now, Lany's journey of stepping into rebuild mode after profound personal loss and unexpected life challenges demonstrates what it really looks like to slow down, reset the nervous system, and strip a business back to what truly matters.And while guiding high-performing leaders away from burnout as a growth strategy, she's modelling a more sustainable way to lead, one rooted in clarity, health, and genuine joy.Here's where to find more:lanysullivan.comfacebook.com/lanysullivanlinkedin.com/in/lanysullivaninstagram.com/lanyunleashed________________________________________________Welcome to The Unforget Yourself Show where we use the power of woo and the proof of science to help you identify your blind spots, and get over your own bullshit so that you can do the fucking thing you ACTUALLY want to do!We're Mark and Katie, the founders of Unforget Yourself and the creators of the Unforget Yourself System and on this podcast, we're here to share REAL conversations about what goes on inside the heart and minds of those brave and crazy enough to start their own business. From the accidental entrepreneur to the laser-focused CEO, we find out how they got to where they are today, not by hearing the go-to story of their success, but talking about how we all have our own BS to deal with and it's through facing ourselves that we find a way to do the fucking thing.Along the way, we hope to show you that YOU are the most important asset in your business (and your life - duh!). Being a business owner is tough! With vulnerability and humor, we get to the real story behind their success and show you that you're not alone._____________________Find all our links to all the things like the socials, how to work with us and how to apply to be on the podcast here:https://linktr.ee/unforgetyourself

Scaling a dental practice isn't just about adding operatories... it's about having the right leadership and systems in place. In this episode of the Nifty Thrifty Dentists Podcast, Dr. Glenn Vo sits down with Erica Benavente, Founder of Quest Dental Solutions, to discuss why many dentists hit a ceiling when they try to scale without executive-level operational support. Erica shares her journey from dental assistant to COO, how she helped grow a practice into a 25-operatory super practice, and why a fractional COO can be the missing link between chaos and sustainable growth. In this episode, we cover: When dentists actually need a fractional COOWhy office managers can't scale practices aloneHow systems and staffing must evolve as practices growWhat changes when you expand to multiple locations

Are you tired of feeling trapped in the chaos of scaling, with too many projects and not enough clarity on what actually drives growth? In this episode, host Cameron Herold sits down with Josh Post, COO of Cabochon Group and longtime COO Alliance member, for an emotionally raw, practical conversation about breaking out of operational overwhelm.Josh reveals how he went from reluctant family business leader to proven integrator, leading turnarounds, managing conflict, and creating systems real teams can actually use. From delegating all the right things to mastering financial fluency, you'll get the strategies and truth bombs most COOs wish they had known at the start.If you're hungry to escape burnout and unlock your next level as a second-in-command, listen now to avoid the expensive mistakes nearly everyone makes while scaling. This episode delivers unfiltered wisdom you won't find anywhere else, and the urgency to take action before chaos catches up with you.Timestamped Highlights[00:00] – Why most owners don't know how their business really makes money (and what to do about it)[03:25] – The journey from accidental entrepreneur to turning around failing operations[06:00] – Exclusive lessons learned surviving and thriving inside – a family business[10:19] – How Josh navigated a tense partner buyout and instantly simplified everything[13:46] – Choosing the right leadership roles: birth order, strengths, and painful missteps[16:09] – The only books and frameworks that actually moved the needle (and why “just-in-time learning” beats old-school reading habits)[20:22] – From swinging hammers to overseeing finance – demystifying numbers when you're not a CPA[26:42] – Weekly pulse meetings, candid conflict, and the real CEO-COO dance[29:04] – How fractional COO work revealed the true bottlenecks in small business growth[33:13] – The most costly mistake COOs make (and how Josh trains owners to finally be “all in”)About the GuestJosh Post is an industry-recognized Business Turnaround Expert and Fractional Chief Operating Officer who specializes in business recovery, optimization, and rapid growth. Between his position as a COO with The Cabochon Group of Companies and his work as an Independent Expert, he manages a diverse portfolio of over $57 Million spanning several industries.From streamlining operations and accounting to marketing and even acquisition, The Cabochon Group of Companies is the ultimate business support hub where businesses can access a unified strategy from a single source of seasoned professionals that provide a comprehensive, integrated experience.As a Fractional COO and Business Advisor Josh leverages his expertise to provide businesses with targeted, one-on-one guidance on the critical challenges threatening operations. Through resources like his signature business assessment, the Business MRI, he's able to hone in on the root issues, tailoring strategies that work.He credits the COO Alliance for helping him to overcome imposter syndrome, teaching him how to harness his strengths as a Galvanizer and Enabler to drive execution and momentum at scale.

In this episode of Side Hustle Pro, I break down seven side hustles you can start this month that have real income potential. This episode is all about building leverage through problem-solving businesses that can grow from side hustle to full-time income.In This Episode, I Share:Why your side hustle should be treated as leverage and a real business, not a hobby or just extra moneyThe two rules I want you to follow before choosing a side hustle: don't try everything at once, and focus on solving real problemsSeven proven, service-based side hustle ideas — from home operations and career pivots to podcast booking and fractional COO workHow to move from idea to action by getting your first client through simple, focused next stepsHighlights Include00:00 Why your side hustle should be treated as leverage, not a hobby02:10 The two rules to follow before choosing a side hustle04:30 How to stop collecting ideas and start building a real business06:30 Side Hustle #1: The local “fix-it” project manager (home ops manager)10:15 Side Hustle #2: Career Pivot Studio for job seekers and career switchers14:45 Side Hustle #3: Podcast guest booking agency for founders and experts18:50 Side Hustle #4: Compliance, privacy, and admin cleanup for small businesses22:30 Side Hustle #5: Elder care concierge for busy adult children26:30 Side Hustle #6: Micro-business events producer for pop-ups and workshops30:00 Side Hustle #7: Fractional COO and operations command center builder35:20 How to pick one side hustle and take action this week38:10 Simple next steps to land your first clientLinks Mentioned in This EpisodeSide Hustle Pro Website: https://sidehustlepro.co/Watch & ListenWatch this episode on YouTube and listen on all podcast platforms:Apple Podcasts: https://podcasts.apple.com/us/podcast/side-hustle-pro/id1126021323Spotify: https://open.spotify.com/show/13qDj08lBR4ymzGhXIKy8tYouTube: https://www.youtube.com/sidehustlepro Hosted on Acast. See acast.com/privacy for more information.

Delegating should make your life easier, but most small business owners still feel overloaded because they mix up tasks, coordination, and decisions. In this episode you will learn how to delegate effectively by understanding the real source of your overwhelm. You will discover why hiring a VA is not the same as removing decision fatigue, why project management is not operational leadership, and how to diagnose the exact level of support you need.Resources: CEO Sprint private podcast. A short binge friendly audio series that walks you through five simple steps to streamline your business and reclaim your time without adding more to your plate. You can grab it at www.ceoamplify.ca/sprintIf you have been trying to work smarter not harder but still feel like everything depends on you, this conversation will help you understand why. We break down the four levels inside every business, the surprising ways you may be hiring too low, and the real reason your team still relies on you for every answer. You will walk away with a clear self diagnosis that shows whether you need a doer, a manager, or a strategic leader to unlock the freedom you have been working toward.Key Takeaways:The difference between executing work, coordinating work, and making decisionsWhy tasks, coordination, and decisions require different levels of supportHow to spot whether you are delegating responsibilities or just handing off tasksThe four levels inside every business and why you cannot live in all of themHow a DOO or Fractional COO carries both strategy and management in small teamsA simple self diagnosis to identify your true bottleneckWork With Donna: Book a Strategic Business Reset session and get clarity, focus, and a ninety day plan at www.ceoamplify.ca/focus

Ever feel overwhelmed by the impossible task of scaling a team without losing your soul or your culture? You're not alone… or powerless.In this episode, Sivana Brewer is joined by David Chol, COO of Vanguard Properties, for a candid conversation about breaking through isolation, banishing burnout, and the rare leadership moves every operator needs to hear (but never gets taught).They dive deep into why “quality over quantity” culture trumps complexity, how to actually build people (not just systems), and what happens when you ditch the rulebook and trust your gut. Learn proven ways to create psychological safety, unleash autonomy, and develop team members you never realized were hiding in plain sight.Listen now if you want a legendary team, not headaches. Tune in today to steal the strategies you won't find on any corporate checklist and avoid the silent cost of letting your best people stagnate.Timestamped Highlights[00:00] – The wild, serendipitous story of how an overseas friendship turned into a game-changing recruiting move[01:24] – “Quality over quantity”: The Vanguard way of winning big without getting bigger[04:46] – Why career-crushing heartbreaks can open doors to your best opportunities—and why David welcomes them[10:17] – There was no playbook: What happens when you're handed your “dream job” and left to sink or swim[13:15] – Surprising truths: What David really discovered about himself when the safety nets disappeared[19:04] – The secret to creating a culture of radical autonomy without chaos—or loss of accountability[21:10] – Why most interviews are fake (and how to truly get to know someone before you hire them)[31:35] – The 15-calls-a-day ritual: The proven method that keeps hidden talent from falling through the cracks[38:03] – Exactly how to keep your best people growing—plus the overlooked dangers of ignoring their untapped skills[42:07] – The harsh realities no one tells COOs about—plus honest ways to navigate “second in command” constraintsAbout the GuestDavid Chol is the Chief Operating Officer of Vanguard Properties, the Bay Area's largest independent and LGBT-led brokerage, boasting 500+ agents and a forty-year legacy. A lifelong real estate operator with roots ranging from private equity to technology, David is known for building standout cultures and pioneering people-first leadership strategies that drive growth, even when markets are in turmoil. At Vanguard, he champions autonomy, radical honesty, and transforming hidden staff potential into real company wins.

Are you caught in the chaos of growth, struggling to build a team that actually wins together—not just on paper? In this unflinching episode, Sivana Brewer sits down with Christopher Wein, COO of Equiton Developments and a heavy-hitter in North American real estate, to crack open the mechanics of true team performance.Discover why chemistry, not just talent, is the heart of unstoppable teams, how to identify toxic “A-players” before they destroy your culture, and the essential systems that cut out waste and ramp up productivity. Plus, get an inside look at how a real estate powerhouse harnesses AI, brand, and leadership psychology to fuel constant growth.If you crave a more empowered team and want to sidestep the burnout and drama most operators face, you need to hear this conversation—right now. Wait, and you risk falling (further) behind leaders who are already applying these exclusive insights.Timestamped Highlights[00:00] – How chemistry—not talent—makes or breaks a winning team [05:00] – The “invisible” signals leaders use to spot misalignment early [11:25] – Wein's ruthless approach to first-90-day change… and why waiting kills progress [16:48] – The surprising danger of superstar hires (and how to prevent toxicity) [26:38] – Crafting vision: where execs must dictate and where teams must own it [33:02] – What real productivity looks like—inside a COO's hyper-productive day [40:17] – The tool myth: how misused systems actually crush company growth [53:46] – Revolutionary leadership: From “making” to “causing” results without the dramaMentioned ResourcesQuickBooks Microsoft Teams Slack ChatGPTVivid Vision by Cameron Herold King Charles III Coronation Medal Calgary Top 40 under 40About the GuestChristopher Wein is the Chief Operating Officer of Equiton Developments, a private equity real estate firm with 18,000 investors and a national development portfolio. Known for over 25 years of operational leadership across Canada and the United States, Wein is an industry innovator in sustainable building and high-performing leadership teams. He's received top honors, including Calgary's Top 40 Under 40 and the King Charles III Coronation Medal for philanthropy. Connect with Christopher for proven wisdom on team scale, chemistry, and vision-driven operations.

Ever felt overwhelmed by breakneck growth, scattered systems, and a CEO who just wants “more”—now? If you're a second-in-command, this episode flips the pain of scaling upside down.Host Sivana Brewer dives deep with Inaas Arabi, COO at Block & Associates Realty and an industry veteran who's engineered two rounds of company doubling (with a third on deck). They break down order-from-chaos strategies, how to build systems that actually scale, and the hidden math of hiring for sustainable results. Hear why most “growth plans” fail, and how trusted advisors and specialized team pods change everything.Don't miss out—if you want to avoid costly mistakes, burnout, and leadership isolation, tune in now. This episode exposes proven, rare insights and actionable frameworks you simply won't get anywhere else.Timestamped Highlights[00:00] – From scorching Austin heat to building legacy: Inaas's introduction and real-world leadership challenge[00:03] – The “three-month property turnover” nightmare and the breakthrough that shattered it[00:16] – The surprising danger in property manager–centric models and the pod system that solves it[00:27] – Chaos vs. order: When to build systems and when to let things break (and why most get it wrong)[00:32] – The obscure art of error rates—and why perfect service is a myth, even for world-class COOs[00:34] – How trusted advisors expose hidden blind spots that can kill your growth[00:39] – Building your mentor board: Where to find them and how to make the relationship work[00:48] – Tripling scale and checking off U.S. states—behind the personal drive fueling strategic victoriesResources & MentionsZillowRealPageAmerican Homes 4 RentProgress ResidentialUltraSourceEOS (Entrepreneurial Operating System)About the GuestInaas Arabi is an accomplished executive with over 25 years in real estate and property management, including leadership roles at companies like Zillow, RealPage, and American Homes 4 Rent. Since joining Block & Associates Realty in May 2023, she has focused on optimizing operations and driving strategic growth in the greater Atlanta and North Carolina regions. Inaas holds an Executive MBA from Kennesaw State University and has a strong background in asset management, operations, and tech-driven solutions for the real estate industry.

In this episode of the Second in Command Podcast, co-host Sivana Brewer sits down with Richard Scheele, CFA, CFP, Managing Partner at Next Level Planning Group and longtime COO Alliance member.Richard takes us inside more than a decade of leadership evolution, from starting as an intern to stepping into the Managing Partner seat of a fast-growing financial planning firm. He shares candid stories about redefining his role, building systems around EOS, and learning to lead beyond his comfort zone. The conversation explores what happens when you outgrow your title, how teams mature into strategic thinkers, and why clarity—real clarity—changes everything.You'll hear how Richard and his team rebuilt their communication rhythms, created a shared playbook for decision-making, and shifted their mindset around accountability and alignment. It's an honest, practical look at what it really takes to scale without losing culture, trust, or your own sense of direction.Whether you're a second in command stepping into bigger shoes or a CEO looking to strengthen your leadership infrastructure, this episode will spark ideas you can use immediately.Timestamped Highlights00:00 The leadership lesson Richard wishes he'd learned earlier.02:10 Richard's growth from intern to Managing Partner.04:12 Why changing his title was critical for true alignment.06:25 How EOS reshaped communication and accountability.08:40 The value of an outside implementer for early EOS adopters.11:03 Richard's background in teaching economics and how it shaped his leadership style.13:18 Creating a decision-making playbook for future clarity.15:45 Balancing vision, strategy, and the daily operational grind.18:20 How curiosity and vulnerability strengthen team culture.21:03 Turning strategy into a team-driven discipline.23:30 The evolution of Next Level Planning Group's internal structure.27:05 Richard's biggest lessons from leading a rapidly growing organization.Resources MentionedEntrepreneurial Operating System (EOS)About the GuestRichard Scheele, CFA, CFP, is the Managing Partner at Next Level Planning Group, where he leads daily operations, strategic initiatives, and organizational coordination. Starting his career as an assistant portfolio analyst, Richard moved through roles in service, analysis, and financial planning before stepping into leadership. His background in teaching economics and his analytical approach to decision-making shape the way he develops talent, drives alignment, and supports long-term firm growth.