Podcast appearances and mentions of gino wickman

Two topics. No script. Just Gino and Rob in the coffee shop.In this episode of Shed & Shine, Gino goes first with a question:: what exactly is The Journey, Rob's program for driven people? Rob explains it the only way he can, by describing what it feels like to be fully present with someone, to see what they can't yet see, and to reflect it back in a way that actually sticks.Then Rob flips it. What's triggering Gino these days? He talks about expansion and contraction, about the political conversation he had with a friend he completely disagrees with, and about what it would look like if we could all just say, "Thank you for sharing that," ...and mean it. Timestamps00:00 Welcome to the Coffee Shop01:23 Unpacking Rob's ‘Journey' Service03:08 Rob's Approach: Presence and Reflection06:46 The Trigger: Opinions and Pushback09:17 Expansion, Contraction, and Judgment13:39 Dreaming of Empathetic Conversation ABOUT THE 10 DISCIPLINES:The 10 Disciplines, founded by Gino Wickman and Rob Dube, is on a mission to help one million drivel leaders realize it's possible to be driven and have peace while making a bigger impact. We want to help you shed the barriers and layers that prevent you from creating the balance between impact and peace, and your True Self. Are you ready to be fully yourself, without the burnout? This space is for driven leaders ready to stop chasing and start aligning. If you're done hiding behind hustle, achievement, and expectations… and you're ready to reconnect with who you really are, you're in the right place. CONNECT WITH US❤️ https://www.instagram.com/the10disciplines❤️ https://www.linkedin.com/company/the10disciplines/ MORE RESOURCES TO HELP YOUR INNER WORLD JOURNEY❤️ https://www.the10disciplines.com/blog❤️ https://www.shedandshinepodcast.com ⭐️ https://www.the10disciplines.com/shine ✨ Find where you are in your True Self Journey: https://www.form.jotform.com/Developer763/true-self-mastermind-quiz

How to Attract A-Players as Employees Every quarter I open the books. My team sees the revenue, the profit, all of it.Most founders assume their people would head for the door if they saw the full picture, and mine treat those numbers like they belong to them. None of what keeps great people costs you a dollar. It comes down to four things: how you bring someone in, how much you let them own, how clearly they see where you're headed, and how you treat them on the way out. I'm walking you through all four, including the ownership shift that stopped me from doing my assistant's job with extra steps and the weekly check-in that catches burnout before it turns into a resignation. Every piece of it sizes down to one contractor and fifteen minutes. The team you'll have in three years is being shaped by how you lead the one person in front of you right now. RESOURCES MENTIONED IN THIS EPISODE: Click here to try Manychat Pro free for 30 days with code AMYPORTERFIELD What the Heck is EOS? by Gino Wickman and Tom Bouwer You want to hit your first million dollar year. I've watched a lot of women get close and plateau. My Free Training teaches the one framework that took me from half a million to my first million (and now $139M in revenue). If you're ready to break through that plateau, click here to save your spot. MORE FROM ME Follow me on Instagram @amyporterfield SUBSCRIBE & REVIEW If you loved this episode, please take a moment to subscribe and leave a review on Apple Podcasts! Your support helps us reach more entrepreneurs who need these insights.

Send us Fan MailLaura Parker built The Exodus Road into a global anti-trafficking organization, then hit the wall every founder hits: the business could not grow past what she could personally hold. Laura Parker, CEO and co-founder of The Exodus Road, joins the show to talk about letting go of control, the real reason it is so hard, and what changed when she finally handed off the work she was never gifted to do. She and William dig into the EOS visionary-integrator split, the communication breakdowns that come with delegation, and why she now aims for excellent instead of perfect. If you are the bottleneck in your own business, this episode names it and shows you the next right step out.Chapters 00:00 Introduction to Laura Parker and The Exodus Road 02:16 A two-year contract in Thailand becomes a mission 04:25 The scale of human trafficking most people miss 05:44 Fighting overwhelm by taking the next right step 07:49 The founder to CEO transition few leaders make 08:28 Traction, Rocket Fuel, and the visionary-integrator split 10:12 Getting okay with 80 percent 14:08 Inside Influenced, the digital safety program for families 19:00 Full-time motherhood and full-time leadership 20:39 Why you can have some, not all 23:27 Leveling up by asking better questions 26:23 Living above the line as a leaderBooks Mentioned The 15 Commitments of Conscious Leadership by Jim Dethmer Traction by Gino Wickman Rocket Fuel by Gino Wickman and Mark C. Winters Emotionally Healthy Spiritual Leadership by Peter Scazzero Good to Great by Jim CollinsConnect with Laura Parker theexodusroad.com and on LinkedIn. Explore her digital safety program for families at influenced.org.I want to invite you to check out the Committed Mastermind, a community I help lead along with world-class leaders like JC and Karen Hite, Vinnie Fisher, and Jonathan Mast, plus incredible mentors like Dr. Gary Chapman, author of The 5 Love Languages, and many others.This is for entrepreneurs who want to build a thriving business without sacrificing their faith, their family, or their health.Check out the Committed Mastermind at https://committedmastermind.com/---- Check out Dr. William Attaway's new show, The Appreciation at Work Podcast!  Join Dr. William Attaway on the Catalytic Leadership podcast as he shares transformative insights to help high-performance entrepreneurs and agency owners achieve Clear-Minded Focus, Calm Control, and Confidence.Free 30-Minute Discovery Call:Ready to elevate your business? Book a free 30-minute discovery call with Dr. William Attaway and start your journey to success.Connect with Dr. William Attaway:WebsiteLinkedInFacebookInstagramTikTokYouTube

In this episode of Shed & Shine, Gino brings in 3 surgical strikes to REALLY Know Thyself. Precise. Direct. And aimed at the stuff that's hardest to see in yourself.First, Triggering. Not how to get rid of it, but how to know it. Own it. Accept it as part of your makeup. Because awareness is the first step toward freedom, even if you're not ready to shed it yet.Second, Masculine and Feminine energy. Not about gender. About you. Every person carries some balance of both, and knowing your percentage is one of the most honest things you can do.Third, Radical Transparency. What if everyone could see everything? What comes up when you sit with that? Because whatever surfaces in that question might be exactly what still needs work.What will come up for you? Timestamps00:00 Four Levels of Knowing Yourself01:53 Understanding Your Personal Triggers06:58 Balancing Masculine and Feminine Energy11:37 Radical Transparency and Self-Reflection ABOUT THE 10 DISCIPLINES:The 10 Disciplines, founded by Gino Wickman and Rob Dube, is on a mission to help one million drivel leaders realize it's possible to be driven and have peace while making a bigger impact. We want to help you shed the barriers and layers that prevent you from creating the balance between impact and peace, and your True Self. Are you ready to be fully yourself, without the burnout? This space is for driven leaders ready to stop chasing and start aligning. If you're done hiding behind hustle, achievement, and expectations… and you're ready to reconnect with who you really are, you're in the right place. CONNECT WITH US❤️ https://www.instagram.com/the10disciplines❤️ https://www.linkedin.com/company/the10disciplines/ MORE RESOURCES TO HELP YOUR INNER WORLD JOURNEY❤️ https://www.the10disciplines.com/blog❤️ https://www.shedandshinepodcast.com ⭐️ https://www.the10disciplines.com/shine ✨ Find where you are in your True Self Journey: https://www.form.jotform.com/Developer763/true-self-mastermind-quiz

In this episode of Shed & Shine, Rob and Gino get into something that's shaping everything: our shrinking ability to be fully present. The attention economy is real, it's ruthless, and it's not a fair fight. Thousands of software engineers are working against you... and now add AI to the mix.Gino takes it somewhere unexpected, connecting distraction to Eckhart Tolle's definition of evil, the root meaning of sin, and Discovery Number Two: Decisions Are Made Out Of Love Or Fear. When something steals your attention, it's pulling you off the bullseye. Away from consciousness, away from your True Self, away from love.They also get practical. Phone boundaries, the BRICK app, and Gino's challenge to trade your next 2 hours of scrolling for a clarity break that might just nudge the course of the next 20 years of your life. Timestamps00:00 The Attention Economy03:07 Eckhart Tolle on Unconsciousness06:14 Phones and Distraction08:52 Battling Digital Addiction11:46 Stillness Practices and Benefits13:31 The 2-Hour Clarity Break Challenge ABOUT THE 10 DISCIPLINES:The 10 Disciplines, founded by Gino Wickman and Rob Dube, is on a mission to help one million drivel leaders realize it's possible to be driven and have peace while making a bigger impact. We want to help you shed the barriers and layers that prevent you from creating the balance between impact and peace, and your True Self. Are you ready to be fully yourself, without the burnout? This space is for driven leaders ready to stop chasing and start aligning. If you're done hiding behind hustle, achievement, and expectations… and you're ready to reconnect with who you really are, you're in the right place. CONNECT WITH US❤️ https://www.instagram.com/the10disciplines❤️ https://www.linkedin.com/company/the10disciplines/ MORE RESOURCES TO HELP YOUR INNER WORLD JOURNEY❤️ https://www.the10disciplines.com/blog❤️ https://www.shedandshinepodcast.com ⭐️ https://www.the10disciplines.com/shine ✨ Find where you are in your True Self Journey: https://www.form.jotform.com/Developer763/true-self-mastermind-quiz

Gino Wickman, is one of the most influential thinkers in the entrepreneurial ecosystem. He is the founder of EOS Worldwide and the creator of the Entrepreneurial Operating System, a practical method for helping companies achieve greatness. He has delivered over 1900 trainings to help companies implement EOS into their organizations and has transformed thousands of businesses with his work. He is the author of multiple bestselling books, including Traction, Rocket Fuel and his latest, Entrepreneurial Leap. Gino joined Robert Glazer on the Elevate Podcast to talk about how the best companies get in alignment, and what separates successful entrepreneurs from the pack. Thank you to the sponsors of The Elevate Podcast Shopify: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠shopify.com/elevate⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Masterclass: ⁠⁠⁠masterclass.com/elevate⁠⁠⁠ Framer: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠framer.com/elevate⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Northwest Registered Agent: ⁠⁠⁠⁠⁠⁠⁠⁠⁠northwestregisteredagent.com/elevate⁠⁠⁠⁠⁠⁠⁠⁠⁠ Whatnot: Search "Whatnot" in the app store to download Indeed: ⁠indeed.com/elevate⁠

Something might come up for you in this episode. That's the whole point.In this episode of Shed & Shine, Gino takes a different approach. He starts with the traditional framework from Shine and walks you through all four levels. Not to explain it. To make something surface.Then he flips it entirely. Instead of digging down to find the block, he takes you up. To your highest True Self. Pure light, full presence, vibrating at the top level. And at that height, the theory goes, the blocks can't hold on. They just fall away. Your True Self wants your blocks gone. This episode might be the nudge it needs. Timestamps00:00 Shedding for Your True Self01:10 Traditional Approach: Love or Fear04:50 Awareness and Processing Blocks06:50 The Opposite Approach: High Vibration10:17 Identifying Residual Blocks13:10 Processing and Releasing ABOUT THE 10 DISCIPLINES:The 10 Disciplines, founded by Gino Wickman and Rob Dube, is on a mission to help one million drivel leaders realize it's possible to be driven and have peace while making a bigger impact. We want to help you shed the barriers and layers that prevent you from creating the balance between impact and peace, and your True Self. Are you ready to be fully yourself, without the burnout? This space is for driven leaders ready to stop chasing and start aligning. If you're done hiding behind hustle, achievement, and expectations… and you're ready to reconnect with who you really are, you're in the right place. CONNECT WITH US❤️ https://www.instagram.com/the10disciplines❤️ https://www.linkedin.com/company/the10disciplines/ MORE RESOURCES TO HELP YOUR INNER WORLD JOURNEY❤️ https://www.the10disciplines.com/blog❤️ https://www.shedandshinepodcast.com ⭐️ https://www.the10disciplines.com/shine ✨ Find where you are in your True Self Journey: https://www.form.jotform.com/Developer763/true-self-mastermind-quiz

In this episode of Better Business, Better Life, Debra Chantry-Taylor is joined by Dr Michael Filosi, former owner of Fullarton Park Dental, to explore his remarkable journey from doing everything to almost nothing in the business he built.Michael began his career as a dentist after graduating from Adelaide University in 2006. For years, he was deeply involved in the clinical side of the practice, personally generating around 40% of its revenue. But as his interest in business, strategy & leadership grew, he began asking an important question: how could he build a successful business that no longer depended on him?That question led Michael on an intensive journey of business education. He read around 100 business books in three years, including Traction by Gino Wickman, & began applying what he learned to his practice. Over time, he reduced his clinical contribution from 40% of revenue to just 0.6%, creating a business that could operate successfully without relying on any single person.Michael shares how clear expectations, strong recruitment, accountability & the right Visionary/Integrator relationship helped him build a more scalable & dependable organisation. With a strong leadership team around him, he was able to move away from doing everything himself & focus instead on vision, growth & the bigger picture.Debra & Michael also explore some of the harder realities of business ownership, including dealing with underperforming team members, maintaining high standards, learning from mistakes & creating a culture where people feel comfortable giving honest feedback. Michael explains why reducing key-person dependency is one of the most important things any owner can do to protect the long-term value of their business.The conversation also dives into financial resilience. Michael shares why business owners need to prepare for difficult periods while things are going well, from maintaining a rainy-day fund to understanding cash flow & making thoughtful long-term investments. Having experienced economic uncertainty firsthand, he explains why planning for the unexpected is essential for both financial security & peace of mind.CONNECT WITH DEBRA:   ___________________________________________        ►Debra Chantry-Taylor is a Certified EOS Implementer® | Entrepreneurial Leadership & Business Coach | Business Owner►Connect with Debra: debra@businessaction.com.au►See how she can help you: https://businessaction.co.nz/►Claim Your Free E-Book: https://www.businessaction.co.nz/free-e-book/___________________________________________      GUEST'S DETAILS:► Dr. Michael Filosi – LinkedIn: https://au.linkedin.com/in/michaelfilosi► Website – Fullarton Park Dental : https://www.fullartondental.com.au/Ep 284 Chapters:00:00 – Introduction03:29 – The Importance of Business Education and Planning06:57 – Building a Scalable and Dependable Business08:06 – Challenges and Lessons in Business Ownership08:37 – The Role of Leadership and Team Dynamics08:49 – The Impact of Business Ownership on Personal Life09:32 – The Journey to Success and the Importance of Resilience11:32 – Preparing for the Worst54:38 – Top Tips for Business Success

In this episode of Shed & Shine, Rob and Gino talk about a taboo topic: money. They go deeper than tactics or budgets. This is about the relationship; where the noise comes from, how it was shaped by the way you grew up, and what it says about you that you might not have noticed yet.Gino gets honest about going broke three times before age 31, the moment that finally changed everything, and the threshold he kept moving every time he hit it. Rob brings it into context with a Zen story and a simple, uncomfortable question: what if the number you're chasing isn't actually what you're looking for?There's no shame in wanting a big number. Just make sure you know why. Timestamps00:00 Money: A Taboo Topic02:44 Talking About Money05:58 Money and Upbringing07:58 Annoyances and Frugality10:19 Healing Money Trauma13:26 Money Thresholds and Peace ABOUT THE 10 DISCIPLINES:The 10 Disciplines, founded by Gino Wickman and Rob Dube, is on a mission to help one million drivel leaders realize it's possible to be driven and have peace while making a bigger impact. We want to help you shed the barriers and layers that prevent you from creating the balance between impact and peace, and your True Self. Are you ready to be fully yourself, without the burnout? This space is for driven leaders ready to stop chasing and start aligning. If you're done hiding behind hustle, achievement, and expectations… and you're ready to reconnect with who you really are, you're in the right place. CONNECT WITH US❤️ https://www.instagram.com/the10disciplines❤️ https://www.linkedin.com/company/the10disciplines/ MORE RESOURCES TO HELP YOUR INNER WORLD JOURNEY❤️ https://www.the10disciplines.com/blog❤️ https://www.shedandshinepodcast.com ⭐️ https://www.the10disciplines.com/shine ✨ Find where you are in your True Self Journey: https://www.form.jotform.com/Developer763/true-self-mastermind-quiz

In this solo episode of the Shared Practices Podcast, Dr. Andrew Clingan tackles one of the most insidious threats to sustainable dental practice growth: a lack of clear vision. Using a real-world example of a highly successful but directionless young practice owner, Andrew explains how relying purely on talent and willpower eventually leads to spinning in circles. When you lack clarity, it becomes impossible to make sound decisions about marketing, PPOs, or multi-practice expansion, ultimately stunting your long-term success.To excel as a dentist today, you must understand that the "floor" has risen; succeeding requires more intentional business strategies than it did a decade ago. Andrew emphasizes that you cannot simultaneously optimize for elite clinical mastery, aggressive scaling, and perfect work-life balance. Achieving sustainable dental practice growth requires picking a path and maintaining a disciplined clarity of vision.Here is your guide to finding focus for your practice:Ignore the Extremes: Do not let social media highlight reels push you into building a 30-practice DSO or becoming an elite cosmetic dentist if those paths do not align with your true desires. The "middle of the road"—such as a profitable group model with two doctors and four hygienists—is often the sweet spot for sustainable dental practice growth.Audit Your Time: Regularly sit down and write out everything you do throughout the week. Identify the tasks you hate (like managing staff drama) and delegate them to leadership, while doubling down on the things that actually fire you up.Build Optionality Early: Be highly conservative with your personal finances early in your career. Living below your means and aggressively investing in your clinical and business skills provides you with the freedom to pivot your career path in your 40s or 50s.Read "Traction": Implement the principles from Gino Wickman's EOS framework to align your team and ensure everyone in the practice is rowing in the exact same direction.Ready to take the next step in your dental practice journey? Visit https://sharedpractices.com to learn more about our Buyer Representation and Coaching services, designed to help dentists buy, grow, and optimize profitable practices. You can also use our Free Look to evaluate dental practice opportunities with real data before making a decision. For daily Dental Moneyball insights, strategy tips, and updates, follow us across our social channels.

In this episode, Bradley sits down with Bob Ruffolo, founder of Impact, to talk about what drives customer acquisition now that buyers finish most of their research before they contact a company. Bob traces his path from freelancing during the recession, to building a top HubSpot partner agency, to merging with Marcus Sheridan and rebuilding the business as a coaching and training company.They discuss the zero moment of truth and why roughly 80 percent of the buying decision is complete before a company knows the buyer exists. Bob breaks down the Big Five content topics buyers care about most, why differentiation starts with a promise or guarantee competitors will not make, and what AI looks at when it recommends a single company to a buyer.This conversation moves beyond channel tactics and into how buying decisions actually get made. What does your market find when it researches your category? Are you answering the questions buyers ask before they are ready to talk? And if AI returns one company name in your market, what would make it yours? If you want a clearer view of how to earn trust before the first conversation, this conversation is for you.Visit https://workshop.blueprintos.com to register for the upcoming Above The Business workshop.ResourcesLearn more about Bob Ruffolo and Impact: impactplus.comPick up the book behind the system, Endless Customers: https://a.co/d/07MzFWx5 Check out the book Bradley references, The Road Less Stupid by Keith Cunningham: https://a.co/d/0iwqLCSl Check out the book Bob references, Traction by Gino Wickman: https://a.co/d/01royaHy Connect with Bob on LinkedIn: https://www.linkedin.com/in/bobruffolo/ Thanks to our sponsorsCoach P ConsultingCoach P found great success as an insurance agent and agency owner, leading a large and stable team of top-performing professionals. Today, he shares the systems, delegation strategies, and specialization methods he developed along the way. Gain access to weekly training calls and mentoring at:https://www.coachpconsulting.comBe sure to mention you heard about it on the Above The Business Podcast.Autopilot RecruitingAutopilot Recruiting helps small business owners solve staffing challenges by taking the stress out of hiring. Their dedicated recruiters work on your behalf every business day, optimizing your applicant tracking system, posting job listings, and sourcing candidates through social media and local communities.https://www.autopilotrecruiting.comMention Above The Business Podcast when you reach out.Direct ClicksDirect Clicks is built by business owners, for business owners. They specialize in custom marketing solutions that drive real results. From paid search campaigns to SEO and social media management, they provide comprehensive digital marketing support to help your business grow.Exclusive offer for listeners:https://directclicksinc.com/abovethebusinessGet a free marketing campaign audit and actionable recommendations.About Above The BusinessAbove The Business is hosted by Bradley Hamner, founder of BlueprintOS, and focuses on helping small business owners transition from Rainmaker to Architect by building systems, teams, and operations that scale.

In this episode of the Grow A Small Business Podcast host Troy Trewin interviews Giuseppe Grammatico founder of The Franchise Guide shares how he left J P Morgan to build and successfully sell a building services business before helping aspiring entrepreneurs find the right franchise He reveals why time freedom matters more than money how consistency and leadership fuel sustainable growth and why every business owner should plan their exit from day one while creating a business that can thrive without them. Why would you wait any longer to start living the lifestyle you signed up for? Balance your health, wealth, relationships and business growth. And focus your time and energy and make the most of this year. Let's get into it by clicking here. Troy delves into our guest's startup journey, their perception of success, industry reconsideration, and the pivotal stress point during business expansion. They discuss the joys of small business growth, vital entrepreneurial habits, and strategies for team building, encompassing wins, blunders, and invaluable advice. And a snapshot of the final five Grow A Small Business Questions: What do you think is the hardest thing in growing a small business? Giuseppe Grammatico shares that the hardest part of growing a small business is taking full ownership of every decision and learning to be decisive especially when you have never owned a business before He explains that new entrepreneurs often overthink their choices and second guess themselves but success comes from making confident decisions learning from mistakes and adapting quickly as the business grows. What's your favorite business book that has helped you the most? Giuseppe Grammatico shares that the business book that has helped him the most is Traction by Gino Wickman because it provides a practical framework for building and managing every aspect of a business He also highly recommends The E-Myth Revisited by Michael E. Gerber for teaching entrepreneurs how to create systems that allow a business to grow beyond the owner. Are there any great podcasts or online learning resources you'd recommend to help grow a small business? Giuseppe Grammatico shares that podcasts have become his primary source of learning and he recommends The How of Business by Henry Lopez for practical business ownership advice Profit Comes First by Rocky Lalvani for mastering business finances and cash flow and podcasts by Dan Buettner and Mike Chang for improving health and performance because a healthy entrepreneur builds a stronger business. What tool or resource would you recommend to grow a small business? Giuseppe Grammatico shares that a powerful CRM like Go High Level is one of the best tools for growing a small business because it automates emails text messages AI phone calls social media and customer follow ups in one place He also recommends Sequence as a valuable financial tool for implementing the Profit First system and automating cash flow management. What advice would you give yourself on day one of starting out in business? Giuseppe Grammatico shares that if he could go back to day one he would remind himself that entrepreneurship is not a straight path and that challenges are part of the journey He advises new business owners to stay focused on their purpose adapt to change develop thick skin and build a business that creates freedom while enjoying the process instead of waiting for the destination.  Book a 20-minute Growth Chat with Troy Trewin to see if you qualify for our upcoming course. Don't miss out on this opportunity to take your small business to new heights! Enjoyed the podcast? Please leave a review on iTunes or your preferred platform. Your feedback helps more small business owners discover our podcast and embark on their business growth journey.     Quotable quotes from our special Grow A Small Business podcast guest: The best business decisions come from taking action not waiting for certainty - Giuseppe Grammatico Build a business that creates freedom because success means nothing without time to enjoy it - Giuseppe Grammatico Every challenge in business is an opportunity to learn adapt and grow stronger - Giuseppe Grammatico      

When every question, decision, and critical process depends on the practice owner, growth slows and the team becomes increasingly dependent on one person. In this episode, Kirk Behrendt speaks with Heather Crockett, dental practice coach, about the three leadership bottlenecks that restrict practice performance: information, approval, and knowledge. You will learn how consistent communication rhythms, clearly defined decision-making authority, documented systems, and cross-training can help your team operate with greater ownership and consistency. To identify and remove the leadership bottlenecks holding your practice back, listen to Episode 1080 of The Best Practices Show!Main Takeaways:An information bottleneck occurs when important knowledge and communication flow only through the doctor or practice owner.Daily huddles, weekly team meetings, and leadership meetings create consistent communication rhythms throughout the practice.Leadership teams must align on decisions and quickly cascade the information to the rest of the team.An approval bottleneck develops when the doctor becomes responsible for routine operational decisions that other team members could own.A function and accountability chart clarifies responsibilities and gives team members defined decision-making authority.A knowledge bottleneck exists when a critical system or process is known by only one person.Documented systems, cross-training, delegation, and repeatable onboarding reduce dependence on individual team members.Episode Chapters:00:00 Intro 01:54 The three leadership bottlenecks holding practices back.03:14 Signs of an information bottleneck.04:31 Communication rhythms that improve information flow.11:32 Signs of an approval bottleneck.13:49 Developing leaders and reducing decision fatigue.21:39 Signs of a knowledge bottleneck.22:47 Documenting systems, cross-training, and delegating responsibilities.25:58 Final leadership takeaways and the Leadership Bottlenecks guide.27:28 Leadership training at the To The Top Study Club.29:00 Episode wrap upGuest Bio/Guest Resources:Heather Crockett is a Lead Practice Coach who finds joy in not only improving practices but improving the lives of those she coaches as well. With over 20 years of combined experience in assisting, office management, and clinical dental hygiene, her awareness supports many aspects of the practice setting.Heather received her dental hygiene degree from the Utah College of Dental Hygiene in 2008. Networking in the dental community comes easy to her, and she loves to connect with like-minded colleagues on social media. Heather enjoys both attending and presenting continuing education to expand her knowledge and learn from her friends and colleagues.She enjoys hanging out with her husband, three sons, and their dog, Moki, scrolling through social media, watching football, and traveling.Episode Resources:Leadership Bottlenecks Guide: https://join.actdental.com/c/resources/leadership-bottlenecks Traction by Gino Wickman: https://www.amazon.com/Traction-Get-Grip-Your-Business/dp/1936661837To The Top Study Club: https://www.actdental.com/ttt/More Helpful Links for a Better Practice & a Better Life:Contact Gina to learn more about ACT: gina@actdental.comThe Best Practices Show: https://www.actdental.com/podcast/Smile Source Community Hub: https://www.actdental.com/community-hubUpcoming Events & Workshops: https://www.actdental.com/events/Smile Source: https://www.smilesource.com/Subscribe on Apple Podcasts: https://podcasts.apple.comSubscribe on Spotify: https://open.spotify.com

Nobody lives by the 10 Disciplines perfectly all the time. That's not the point.In this episode of Shed & Shine, Gino was asked which Discipline he struggles with most. His first thought wasn't an answer... it was a question: which timeframe? Because it's never the same one. The outer world keeps changing, and the Disciplines shift with it. Sometimes one is rock solid. Sometimes it gets shaky. That's not failure. That's just life.He walks through all 10 Disciplines, one by one, with real examples of what knocks each one off balance. Career transitions, family seasons, a dark night of the soul, a crisis that blows up your schedule, a run of success that quietly starts going to your head. Any of these can tip a Discipline that was working just fine.The answer isn't to be perfect. The answer is to notice, go back to the basics, and give the shaky one a little attention.That's why they're called Disciplines. Timestamps00:00 The Consistency of Inconsistency04:38 Discipline 1: 10-Year Thinking07:05 Discipline 2: Take Time Off08:30 Discipline 3: Know Thyself09:39 Discipline 4: Be Still10:20 Discipline 5: Know Your 100%11:50 Discipline 6: Say No... Often12:50 Discipline 7: Don't Do $25 Work13:58 Disciplines 8 & 9: Prepare & Organize15:18 Discipline 10: Be Humble16:36 Embrace Inconsistency & Return to Basics ABOUT THE 10 DISCIPLINES:The 10 Disciplines, founded by Gino Wickman and Rob Dube, is on a mission to help one million drivel leaders realize it's possible to be driven and have peace while making a bigger impact. We want to help you shed the barriers and layers that prevent you from creating the balance between impact and peace, and your True Self. Are you ready to be fully yourself, without the burnout? This space is for driven leaders ready to stop chasing and start aligning. If you're done hiding behind hustle, achievement, and expectations… and you're ready to reconnect with who you really are, you're in the right place. CONNECT WITH US❤️ https://www.instagram.com/the10disciplines❤️ https://www.linkedin.com/company/the10disciplines/ MORE RESOURCES TO HELP YOUR INNER WORLD JOURNEY❤️ https://www.the10disciplines.com/blog❤️ https://www.shedandshinepodcast.com ⭐️ https://www.the10disciplines.com/shine ✨ Find where you are in your True Self Journey: https://www.form.jotform.com/Developer763/true-self-mastermind-quiz

Building a highly successful advisory platform is less about running every department yourself and more about finding the right operational partners to turn big ideas into a structured reality. Today's milestone episode explores the personal frameworks, scaling pain points, and core values that propelled a solo blog into a powerhouse industry platform. Michael Kitces, co-founder of the 26-person Kitces.com platform, turns the microphone around for our 500th episode to be interviewed by financial planning nerd Adam Van Deusen. Unpacking his personal approach to time management, Michael breaks down the "look at the tape" tracking framework that helps pinpoint an entrepreneur's highest and best use. He also details his transformative shift away from direct people management by partnering with an operational "integrator" (inspired by Gino Wickman's Rocket Fuel), and how building firm-wide metrics around the platform's QNR (Quality, Nerdy, Relevant) content standards gave him the confidence to hand off production. Listen in to hear raw lessons learned from navigating a painful 4X hyper-growth cycle, the exact 49-day interview process Michael uses to ensure cultural alignment, and how his definition of success has evolved after 500 episodes of interviewing industry leaders. For show notes and more visit: https://www.kitces.com/500     

What happens when leaders stop leading from silos and start leading as a true first team? The First Team is defined by Patrick Lencioni in his book The Five Dysfunctions of a Team as the team you prioritize over the team you manage. In this episode, Amanda sits down with the leadership team from Catherine's Health Center to explore how intentionally investing in trust, vulnerability, and shared accountability transformed the way they work together. Rather than operating as individual department leaders, they've built a culture where the executive team puts the success of the organization ahead of their individual department's priorities—creating stronger relationships, better decisions, and a healthier workplace for everyone.Together, they discuss the practical habits that have strengthened their leadership team, the challenges they've overcome, and why building a "first team" is foundational to organizational excellence. Whether you're leading a health center, a department, or any mission-driven organization, this conversation offers practical insights into creating a leadership culture where collaboration isn't just encouraged—it's expected.Books Mentioned in This EpisodeMastering Leadership the Coleman Way by Melissa StratmanWhat the Heck is EOS? by Gino Wickman & Tom Bouwer (EOS®)Creativity, Inc. by Ed CatmullThe Five Dysfunctions of a Team by Patrick LencioniStrong Ground by Brené BrownGuests:Megan Erskine, CEOSara Brooks, COODustin Maynes, CFOMark Contreras, CMOHost: Amanda LaramieThanks for listening!  Check us out on: FacebookInstagramLinkedInOur WebsiteTikTokTwitterYouTube 

Planning isn't usually the problem.Most teams have goals. They have strategy sessions. They have whiteboards full of ideas and calendars full of kickoff meetings.The hard part is what happens after all of that.This week on Little Talks, Sam and Roop discuss Traction by Gino Wickman and why it's had such a big impact on the way Littlefield Agency operates. The system isn't flashy, and that's kind of the point. It creates a rhythm that helps teams stay focused, solve problems, and actually follow through on the things they said were important.The conversation covers everything from quarterly Rocks and Level 10 meetings to core values and issue lists, but it all comes back to one idea: growth doesn't happen because you planned well. It happens because you consistently execute.Whether you use Traction or another framework, the biggest takeaway is simple. Great teams don't just make plans. They build systems that help them keep those plans moving.See you next week for more Little Talks.— Claudia, Sam, and RoopTell us what you think!

Accepting people for who they are sounds like a warm idea. It's actually one of the hardest things a driven person can do.In this episode of Shed & Shine, Rob and Gino get into what it really means to see people as they are, not as the idea you have of them, not as what they could be with a little nudging, but as they actually are right now. Gino makes clear this isn't about keeping everyone around. Sometimes you still have to get rid of them. But even then, you accept them for who they are first. You see them clearly. You stop trying to change them. And then you make your decisions from that honest place.They also get into pace, what happens when driven people expect others to move at their speed, and why finding your company's miles per hour matters more than labeling people lazy.See life as it is. See people as they are. Everything gets cleaner from there. Timestamps00:00 Accepting People for Who They Are02:29 See Life As It Is07:34 Self-Awareness and Relationships11:39 Company Pace and Individual Fit ABOUT THE 10 DISCIPLINES:The 10 Disciplines, founded by Gino Wickman and Rob Dube, is on a mission to help one million drivel leaders realize it's possible to be driven and have peace while making a bigger impact. We want to help you shed the barriers and layers that prevent you from creating the balance between impact and peace, and your True Self. Are you ready to be fully yourself, without the burnout? This space is for driven leaders ready to stop chasing and start aligning. If you're done hiding behind hustle, achievement, and expectations… and you're ready to reconnect with who you really are, you're in the right place. CONNECT WITH US❤️ https://www.instagram.com/the10disciplines❤️ https://www.linkedin.com/company/the10disciplines/ MORE RESOURCES TO HELP YOUR INNER WORLD JOURNEY❤️ https://www.the10disciplines.com/blog❤️ https://www.shedandshinepodcast.com ⭐️ https://www.the10disciplines.com/shine ✨ Find where you are in your True Self Journey: https://www.form.jotform.com/Developer763/true-self-mastermind-quiz

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

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

Owning a dental practice can become stressful when clinical production leaves little time for leadership, planning, and business development. In this episode, Kirk Behrendt speaks with Ariel Sigel, dental practice coach, about three strategic shifts that help owners build more profitable, sustainable practices.You will learn how to create time to work on the business, use data to make intentional decisions, and establish communication rhythms that give your team greater clarity and accountability. For practical steps to become a more effective owner and leader, listen to Episode 1073 of The Best Practices Show!Main Takeaways:Practice owners must allocate dedicated time to function as entrepreneurs rather than spending all of their time producing dentistry.Consistent administrative time and weekly team meetings can improve efficiency without reducing overall production.Practice decisions should be guided by reliable data rather than emotions, isolated complaints, or short-term fluctuations.Teams can use a small number of key metrics and an issues list to identify, discuss, and solve important problems.Regular huddles, team meetings, leadership check-ins, and quarterly planning sessions create predictable communication rhythms.Clear expectations and repeated communication reduce assumptions, improve accountability, and strengthen team alignment.Owners should implement these shifts gradually and build consistent habits instead of introducing every change at once.Episode Chapters:00:00 Intro02:07 The three roles of clinician, leader, and entrepreneur.05:24 Why owners need dedicated time to work on the business.09:10 How consistent leadership and team meeting time improves efficiency.16:10 Moving from reactive decisions to intentional decisions through data.18:00 Using habit stacking, key metrics, and quarterly priorities.20:58 Moving from chaos to clarity through communication rhythms.24:00 How consistency and proactive communication create alignment.26:36 Preventing meetings from becoming complaint sessions.28:00 Using a structured meeting format to improve effectiveness.29:08 Implementing the three strategic shifts one step at a time.31:00 Resources for KPIs, communication rhythms, and practice improvement.Guest Bio/Guest Resources:Ariel has a master's in healthcare administration and several years of dental experience in all aspects of the administrative roles within the dental office. Her passion is to work with dental teams to empower team members to realize their full potential in order to better serve patients, improve office systems to ensure a well-functioning team/office, and to help everyone have fun in the process!Episode Resources:https://www.actdental.com/free-resources/Atomic Habits by James Clear:https://jamesclear.com/atomic-habitsTraction by Gino Wickman: https://www.amazon.com/Traction-Get-Grip-Your-Business/dp/1936661837To the Top study club: https://www.actdental.com/ttt/https://www.actdental.com/free-resources/More Helpful Links for a Better Practice & a Better Life:The Best Practices Show: https://www.actdental.com/podcast/Best Practices Association: https://www.actdental.com/bpaUpcoming Events & Workshops: https://www.actdental.com/events/Smile Source: https://www.smilesource.com/Subscribe on Apple Podcasts: https://podcasts.apple.comSubscribe on Spotify: https://open.spotify.com

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

What if the most misunderstood role in business is also the one deciding whether your company scales?In this solo episode, Cameron Herold, founder of the COO Alliance and author of Second in Command, tackles the question every growth-minded CEO eventually faces: what exactly is a COO? Drawing on Bennett and Miles' research and his own years as second in command at 1-800-GOT-JUNK?, Cameron explains why no two COOs on the planet have the same job, and why the search for a great one starts with the CEO's own strengths and gaps.He walks through the seven types of COO: Executor, Change Agent, Mentor, Other Half, Partner, Heir Apparent, and MVP, with stories from Shopify, Oracle, Dell, and Facebook, plus the common roles a COO plays as adult in the room, integrator, and moderator.Get this hire wrong, and the person meant to fix the chaos only adds to it. Listen now.Timestamped Highlights[00:00] – The question-asking habit that separates growing companies from stuck ones[00:52] – Why most CMOs are interchangeable, but no two COOs share the same job[01:40] – The only non-negotiable requirement for any COO[02:31] – The research that uncovered the seven main categories of COO[04:30] – When a change agent should come from outside the company[05:34] – Why changing a company's culture is like dealing with teenagers[07:30] – The mentor move that shaped Facebook's earliest years[08:30] – The marriage test every CEO-COO pairing has to pass[13:18] – The leadership meeting comment that earned Cameron the COO title[18:57] – The homeowner and contractor rule for splitting the what from the how[23:20] – Why the CEO, not the COO, should be the tiebreakerMentioned ResourcesRiding Shotgun: The Role of the COO by Nate Bennett and Stephen A. MilesSecond in Command: The Misunderstood Role of the Chief Operating Officer by Nate Bennett and Stephen A. Miles (Harvard Business Review)Double Double by Cameron HeroldHigh Growth Handbook by Elad GilRocket Fuel by Gino Wickman and Mark C. WintersTraction: Get a Grip on Your Business by Gino WickmanImportant LinksConnect with Cameron: Website | LinkedInExplore the COO Alliance - The World's Leading Community for Seconds in CommandGet Cameron's book: Second in Command: Unleash the Power of Your COO BookClaim your FREE* copy: Second in Command: Unleash the Power of Your COO BookTake his course: Invest In Your Leaders Online Course (Use promo code PODCAST10 before the end of the month for 10% off)Chat or video call with AI Cameron via Delphi*Valid only for CEOs or COO/Second in Command based in the US or Canada at companies wih $2M + revenue.The Second in Command Podcast is an original production hosted by Cameron Herold. Brought to you by COO Alliance. Production and editing by Podcast Your Brand.

Do you possess the innate characteristics, the 6 essential traits, required to become a true entrepreneur? Show Notes Page: https://www.thehowofbusiness.com/r346-6-traits-of-entrepreneurs/ How to honestly assess whether you possess the 6 essential traits required to become a true entrepreneur. Henry explains the critical difference between being self-employed or a small business owner and being a true entrepreneur, and why not everyone is wired to build an organization that grows beyond themselves. He shares the six essential traits that, according to Gino Wickman, and based on Henry's own decades of entrepreneurial experience and coaching, are innate characteristics required for entrepreneurial success. If you're considering starting a business, or wondering whether entrepreneurship is truly the right path for you, this episode will help you honestly assess yourself before making the leap. The 6 Traits of Entrepreneurs: Visionary Passionate Problem Solver Driven Risk Taker Responsible (Blames No One) Key Takeaways from this episode: The difference between self-employment and entrepreneurship. Why entrepreneurial success requires more than a great idea. The six essential entrepreneurial traits of entrepreneurs. Why these traits are considered innate and not learned. How honest self-assessment can save years of frustration. Why entrepreneurship isn't the right path for everyone, and that's okay! This episode is hosted by Henry Lopez. The How of Business podcast focuses on helping you start, run, grow and exit your small business. The How of Business is a top-rated podcast for small business owners and entrepreneurs. Find the best podcast, small business coaching, resources and trusted service partners for small business owners and entrepreneurs at our website https://TheHowOfBusiness.com

This episode explains how upper cervical chiropractic practices can dramatically improve team alignment, accountability, and practice growth by implementing a structured weekly team meeting.  Dr. Bill Davis introduces an adapted version of the Level 10 Meeting framework from Traction by Gino Wickman, emphasizing that consistent, well-organized meetings prevent recurring problems, improve communication, and keep the entire team focused on shared goals.  He walks listeners through each section of the meeting—from celebrating wins and reviewing key performance metrics to tracking quarterly priorities, discussing patient and team updates, solving operational issues using the IDS (Identify, Discuss, Solve) method, and assigning clear action items.  Throughout the episode, he stresses that effective meetings should be concise, action-oriented, and held every week, serving as the operational engine that keeps an upper cervical practice running efficiently and delivering exceptional patient care.

The best real estate deals aren't always the easiest ones; they're often the ones everyone else overlooks. In this episode, Doron Levi shares how he built a real estate portfolio by combining creative deal structuring, development expertise, and a business-first mindset. From transforming industrial buildings into multifamily properties to negotiating seller financing and repositioning distressed assets, Doron reveals why understanding people and solving problems is often more valuable than simply finding properties. Dial in to learn how creative thinking can unlock opportunities others never see.   Key Takeaways To Listen For A mindset shift that helped transform a business owner into a successful developer How creative financing can unlock deals traditional lenders won't touch Why learning to pivot separates successful investors from everyone else The hidden value of understanding a seller's real motivation before negotiating Reasons why listening can become your greatest competitive advantage   Resources/Links Mentioned In This Episode What the Heck Is EOS? by Gino Wickman and Tom Bouer   About Doron Levi Doron Levi is a real estate developer, builder, entrepreneur, and seasoned investor with a diverse background in business and real estate. After building, scaling, and successfully exiting multiple multimillion-dollar service companies, he reinvested his capital into real estate, focusing on the acquisition, development, and construction of multifamily and commercial properties. As the leader of several real estate ventures, Doron has overseen more than 8 million square feet of completed projects and enhanced over $70 million in multifamily, commercial, and residential assets through land entitlement, construction, redevelopment, and property restoration. With expertise spanning private equity, business acquisitions, and property management, he is known for his hands-on, innovative approach to creating long-term value and delivering profitable real estate investments.   Connect with Doron Website: Doron Levi  LinkedIn: Doron Levi  Facebook: Doron Levi  Instagram: @doronlevirei  YouTube: Doron Levi    Connect With Us If you're looking to invest your hard-earned money into cash-flowing, value-add assets, reach out to us at https://bobocapitalventures.com/.    Follow Keith's social media pages LinkedIn: Keith Borie Investor Club: Secret Passive Cashflow Investors Club Facebook: Keith Borie X: @BoboLlc80554  

Slowing down sounds simple. For driven people, it can feel like dying.In this episode of Shed & Shine, Rob and Gino get into why high performers are often terrified to slow down, and what's really underneath that fear. When you stop moving, stuff comes up. Everything your soul has been trying to show you. And for a lot of driven people, that's the scariest part of all.Gino shares a conversation he had with a client who just sold his second company and can't figure out how to shift gears after 40 years of going hard. The advice? Create space. Say no. Sit with the discomfort. Because the next thing worth doing rarely shows up while you're still running at full speed.Your drive isn't the problem. It's about finding the speed where everything opens up. Timestamps00:00 Why Driven People Fear Slowing Down02:30 The Fear of Stopping and Creating Space07:55 The Power of Intuition in Space ABOUT THE 10 DISCIPLINES:The 10 Disciplines, founded by Gino Wickman and Rob Dube, is on a mission to help one million drivel leaders realize it's possible to be driven and have peace while making a bigger impact. We want to help you shed the barriers and layers that prevent you from creating the balance between impact and peace, and your True Self. Are you ready to be fully yourself, without the burnout? This space is for driven leaders ready to stop chasing and start aligning. If you're done hiding behind hustle, achievement, and expectations… and you're ready to reconnect with who you really are, you're in the right place. CONNECT WITH US❤️ https://www.instagram.com/the10disciplines❤️ https://www.linkedin.com/company/the10disciplines/ MORE RESOURCES TO HELP YOUR INNER WORLD JOURNEY❤️ https://www.the10disciplines.com/blog❤️ https://www.shedandshinepodcast.com ⭐️ https://www.the10disciplines.com/shine ✨ Find where you are in your True Self Journey: https://www.form.jotform.com/Developer763/true-self-mastermind-quiz

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

Todos los dueños deberían poder tomarse cuatro semanas de vacaciones al año, completamente desconectados, sin celular, sin correo, y que la empresa siga creciendo. Así lo dice Mike Michalowicz en Clockwork y cuando lo leímos pensamos que estaba loco. Pero lo pusimos en práctica, raza, y hoy nos tomamos mínimo diez semanas de vacaciones al año.En este episodio te contamos cómo lo hicimos, sin filtros: cómo nos tomamos licencias de hasta seis meses cuando nació Pablo, cómo el trimestre que ni Dan ni yo estuvimos presentes terminó siendo el más exitoso de nuestra historia, y por qué descansar es mucho más valiente que aguantar. Hablamos de cómo aprender a delegar en tu negocio, de qué es un integrador empresarial y por qué solo el 2% de las personas puede serlo bien, y de cómo agendamos el descanso con tanta anticipación que ya sabemos qué vamos a hacer casi todos los fines de semana del año.Si sientes que tu empresa no puede funcionar sin ti, que cada vez que te desconectas algo se cae, o que la idea de tomarte vacaciones siendo dueño de negocio te genera más ansiedad que descanso, este episodio es para ti.Libros que mencionamos en el episodio:Clockwork de Mike Michalowicz, Traction y Rocket Fuel de Gino Wickman, y Buy Back Your Time de Dan Martell.

You have a gift. A superpower. Something only you can do. And every minute you spend on $25 an hour work is a minute you're not using it.In this episode of Shed & Shine, Gino zooms all the way out to the True Self model, where peace and impact flow together in balance, and then zooms all the way back in with four questions designed to get you thinking about the impact you're actually making versus the impact you could be making.Hit pause. Answer the four questions. Then go do the work only you can do. Timestamps00:00 Introduction to Impact and True Self04:03 The Surgeon Metaphor and Disciplines08:04 Identifying Your Life-Saving Surgery11:17 Time Allocation and Delegation13:12 The Benefits of Greater Impact ABOUT THE 10 DISCIPLINES:The 10 Disciplines, founded by Gino Wickman and Rob Dube, is on a mission to help one million drivel leaders realize it's possible to be driven and have peace while making a bigger impact. We want to help you shed the barriers and layers that prevent you from creating the balance between impact and peace, and your True Self. Are you ready to be fully yourself, without the burnout? This space is for driven leaders ready to stop chasing and start aligning. If you're done hiding behind hustle, achievement, and expectations… and you're ready to reconnect with who you really are, you're in the right place. CONNECT WITH US❤️ https://www.instagram.com/the10disciplines❤️ https://www.linkedin.com/company/the10disciplines/ MORE RESOURCES TO HELP YOUR INNER WORLD JOURNEY❤️ https://www.the10disciplines.com/blog❤️ https://www.shedandshinepodcast.com ⭐️ https://www.the10disciplines.com/shine ✨ Find where you are in your True Self Journey: https://www.form.jotform.com/Developer763/true-self-mastermind-quiz

Episode DescriptionIn this "Coffee Shop Conversations" episode of Shed & Shine, Rob asks Gino something he's genuinely wondered: when everything is going fast and furious, how do you actually slow down? Gino gets honest about what that looks like from the inside.Then Gino flips it. He's noticed something different in Rob lately. Rob opens up about subconscious and regression work that left him feeling whole in a way he can't quite explain. Gino connects it to his own healing and the belief that all pain is psychosomatic.No conclusions. Just two people being real with each other. Timestamps00:00 Introduction to Coffee Shop Conversations03:00 Gino's Wigged-Out Moments05:47 Mini-Breaks for Calm09:11 Subconscious and Regression Work13:00 Healing Through Subconscious Work ABOUT THE 10 DISCIPLINES:The 10 Disciplines, founded by Gino Wickman and Rob Dube, is on a mission to help one million drivel leaders realize it's possible to be driven and have peace while making a bigger impact. We want to help you shed the barriers and layers that prevent you from creating the balance between impact and peace, and your True Self. Are you ready to be fully yourself, without the burnout? This space is for driven leaders ready to stop chasing and start aligning. If you're done hiding behind hustle, achievement, and expectations… and you're ready to reconnect with who you really are, you're in the right place. CONNECT WITH US❤️ https://www.instagram.com/the10disciplines❤️ https://www.linkedin.com/company/the10disciplines/ MORE RESOURCES TO HELP YOUR INNER WORLD JOURNEY❤️ https://www.the10disciplines.com/blog❤️ https://www.shedandshinepodcast.com ⭐️ https://www.the10disciplines.com/shine ✨ Find where you are in your True Self Journey: https://www.form.jotform.com/Developer763/true-self-mastermind-quiz

Explore the hidden culture of high-performing veterinary practices, focusing on intentionality, team dynamics, and leadership. Learn practical strategies to build and sustain a positive, productive practice environment.key topicsThe feel and atmosphere of high-performing practicesThe importance of intentionality in culture buildingStrategies for hiring personality fit over technical skillsThe role of leadership and vulnerability in cultureFinancial indicators of a strong practice cultureSound Bites"A high performing practice feels relaxed and energized""Hire for personality, teach technical skills""Accountability is rooted in shared values and trust"Chapters00:00Introduction and Celebrating Culture01:59The Essence of High Performing Practices06:00Intentionality in Building Culture09:57Financial Insights and Culture Connection13:02The Importance of Team Dynamics18:37Defining and Measuring Culture23:04The Impact of Intentional Culture on Performance28:39The Role of a Practice Manager30:49Leadership Training and Team Dynamics33:29The Difference Between Management and Leadership35:59Transforming Practice Culture37:42Challenges in Changing Culture45:43Resources for Building a Better Culture50:40www.LGA.CPA ResourcesDare to Lead by Brené Brown - https://www.amazon.com/Dare-Lead-Brave-Conversations-Courage/dp/0399592520The E-Myth Veterinarian by Dr. Peter Weinstein - https://www.amazon.com/E-Myth-Veterinarian-Dr-Peter-Weinstein/dp/1119546794The Energy Bus by Jon Gordon - https://www.amazon.com/Energy-Bus-Guide-Attitude-Change/dp/1118901742Leaders Eat Last by Simon Sinek - https://www.amazon.com/Leaders-Eat-Last-Civility-Leadership/dp/1591848016Traction by Gino Wickman - https://www.amazon.com/Traction-Get-Grip-Entrepreneurs-Operations/dp/1936661837

In this episode of the Grow A Small Business Podcast host Troy Trewin interviews Ryan Estes, co-founder of KitCaster, shares his remarkable journey from losing 95% of his digital agency clients during COVID to building a thriving podcast booking agency that reached a $2 million annual run rate within just 18 months. Ryan discusses how KitCaster scaled from 3 to 25 team members, the lessons learned from rapid growth, and the strategies that helped the company stand out in the podcasting industry. He also opens up about successfully exiting the business, navigating the impact of AI, and building a company designed for acquisition. This conversation is packed with valuable insights on entrepreneurship, leadership, resilience, and creating long-term business success.    Why would you wait any longer to start living the lifestyle you signed up for? Balance your health, wealth, relationships and business growth. And focus your time and energy and make the most of this year. Let's get into it by clicking here.   Troy delves into our guest's startup journey, their perception of success, industry reconsideration, and the pivotal stress point during business expansion. They discuss the joys of small business growth, vital entrepreneurial habits, and strategies for team building, encompassing wins, blunders, and invaluable advice.   And a snapshot of the final five Grow A Small Business Questions: What do you think is the hardest thing in growing a small business? Ryan Estes, a former musician and serial entrepreneur, co-founded Kit Caster in 2019 — a podcast booking agency that places startup founders and executives on top podcasts worldwide. When COVID wiped out 95% of his digital marketing agency's clients, Ryan doubled down on Kit Caster, riding the pandemic-era podcasting boom to hit a $2 million annual run rate within just 18 months of launch. The company grew from 3 to 25 employees at its peak, but has since scaled back to around 8–9 as AI-driven efficiencies reduced staffing needs. Ryan credits strategic early-stage lending and a repeatable sales process as key drivers of their rapid growth. Beyond revenue, Ryan defines success by having built a business that allowed him and his wife to be fully present for their children — and remains a strong believer that podcasting, as a medium for human connection and storytelling, will continue to thrive. What's your favorite business book that has helped you the most? Ryan Estes gave a quick and clear answer — "Traction" by Gino Wickman. This book, which focuses on the Entrepreneurial Operating System (EOS), clearly resonated with Ryan as a founder who valued building structured, scalable operations. Given Kit Caster's rapid growth and their goal of building a business to sell, the frameworks in Traction around team alignment, processes, and goal-setting would have been especially relevant. It's a fitting choice for an entrepreneur who emphasized repeatable systems as a key driver of his success. Are there any great podcasts or online learning resources you'd recommend to help grow a small business? Ryan Estes shares that his top recommendation is his own podcast — "AI for Founders" (aiforfounder.co) — where he interviews founders who are building AI companies or building with AI. With around 47,000 subscribers and growing quickly, the show covers not just business metrics and KPIs, but also the emotional side of navigating the AI era as a founder. Beyond his own podcast, he also recommends the "All In" podcast to stay updated on what top investors and billionaires are thinking. He additionally highlights the content from Alex and Leila Hormozi — early Kit Caster clients — praising their mastery of podcasting and the phenomenal growth they've achieved. What tool or resource would you recommend to grow a small business? Ryan Estes shares that his top tool recommendation to grow a small business is Quad Code. He is enthusiastic about its potential, particularly in the context of AI, and advises small business owners not to feel overwhelmed or behind when it comes to adopting AI tools. He humorously uses a baseball analogy, suggesting that the early adopters will do the hard work of figuring it out, and that within the next six months or so, it will become much more accessible for everyone to simply step in and benefit from it. What advice would you give yourself on day one of starting out in business? Ryan Estes shares that the advice he would give himself on day one of starting out in business is simple yet powerful — "You can do it." He repeats this twice with conviction, reflecting a deep belief in self-confidence and self-trust as the foundation of any entrepreneurial journey. This straightforward but heartfelt message speaks to the self-doubt that many founders face at the beginning, and suggests that believing in yourself is the most important mindset a new business owner can carry with them from day one. Book a 20-minute Growth Chat with Troy Trewin to see if you qualify for our upcoming course. Don't miss out on this opportunity to take your small business to new heights! Enjoyed the podcast? Please leave a review on iTunes or your preferred platform. Your feedback helps more small business owners discover our podcast and embark on their business growth journey.     Quotable quotes from our special Grow A Small Business podcast guest: Cash is king, but being present for your family is the greatest award you'll never receive — Ryan Estes If you're really interested in scaling and going for the gold, don't fail to act — indecision can be the most costly choice — Ryan Estes Podcasting is the exemplar of human connection — it's people talking to each other the way we have around a campfire forever — Ryan Estes    

David Jenyns had 15 people on his team when he realized his business still couldn't function without him. Every client wanted him personally. Every escalation came back to him. He was working long hours and couldn't switch off. When he thought about taking time off to be present for the birth of his first child, it filled him with anxiety rather than excitement. "It was a little bit scary when I realized, hey, if I'm not working, the business isn't working." David is the founder of SYSTEMology, a three-times bestselling author of Authority Content, SYSTEMology, and Systems Champion, and a TEDx speaker. He has built and exited multiple businesses and, in 2016, systemized himself out of Melbourne SEO Services by documenting the business, hiring a CEO, and stepping away from day-to-day operations. He has since personally coached 223 businesses across 48 industries and 27 countries. In this conversation, David and Mark explore why founder dependency is so common in recruitment businesses, why it often gets rewarded in the early stages, and how agency owners can break the cycle. David explains the Critical Client Flow, the knowledgeable worker concept, the Systems Champion role, and why documented processes have become even more valuable in the age of AI. In this episode: Why the traits that help build a recruitment business can eventually limit its growth The Critical Client Flow and how to identify the systems that matter most How to distinguish between the work that requires your expertise and the work that doesn't Why key person dependency creates risk beyond just the founder How to capture the knowledge inside your team's heads before it walks out the door The Systems Champion role and how it drives systemization from within How AI can turn recordings into first-draft process documentation Why businesses with documented processes are getting the most out of AI right now What happened when ChatGPT disrupted a quarter of David's business almost overnight Episode Highlights [2:08] Why David's agency became dependent on him despite having 15 team members [4:15] The catalyst: finding out his wife was pregnant [9:03] Why founder dependency gets rewarded in the early stages [13:16] Systemize everything around the magic [19:58] The Critical Client Flow: where to start [25:32] The knowledgeable worker concept [27:41] The Systems Champion role [38:40] Building a Systems Hub for your intellectual property [47:03] How ChatGPT disrupted David's business overnight [49:06] Why process documentation is now the foundation for AI adoption About David Jenyns David Jenyns is the founder of SYSTEMology and a three-times bestselling author. His books, Authority Content, SYSTEMology, and Systems Champion, have been endorsed by Michael Gerber, Gino Wickman, and Allan Dib. A TEDx speaker and serial entrepreneur, he has personally coached 223 businesses across 48 industries and 27 countries. He also hosts the podcast Business Processes Simplified and runs systemHUB, a platform for business process documentation. Connect with David: LinkedIn: linkedin.com/in/david-jenyns SYSTEMology: systemology.com systemHUB: systemhub.com Podcast Partner Recruiterflow is an AI-first ATS and CRM built for modern recruitment agencies. Book a demo: recruitmentcoach.com/recruiterflow Free Resources Seven Figure Freedom Scorecard: recruitmentcoach.com/scorecard Free Strategy Session: recruitmentcoach.com/strategy-session Connect with Mark Free 30-minute strategy call: www.recruitmentcoach.com/strategy-session LinkedIn: linkedin.com/in/mwhitby Twitter: @MarkWhitby Instagram: @RecruitmentCoach Subscribe to The Resilient Recruiter: https://plinkhq.com/i/1489513354

In this episode of Shed & Shine, Gino shares three things that have been rattling around in his head, each one its own kind of "aha."First, open and honest. Two words Gino has used for 25 years with thousands of companies, but never quite defined this clearly. Open is receiving. Honest is sending. They are not the same thing. And if your team isn't both, there's a good chance it starts with you.Second, Becoming. Gino fed everything he's ever created into AI and asked for one word. The word that came back? Becoming. He couldn't have landed there on his own, and once he sat with it, he didn't want to let it go.Third, D6. Two characters. Discipline Number Six, Say No Often, distilled down to something you can say in a room full of people who get it... and everyone just knows. Three small ideas that are bigger than they look! Timestamps00:00 Open and Honest Communication06:49 The Power of Becoming10:11 D6: The Art of Saying No ABOUT THE 10 DISCIPLINES:The 10 Disciplines, founded by Gino Wickman and Rob Dube, is on a mission to help one million drivel leaders realize it's possible to be driven and have peace while making a bigger impact. We want to help you shed the barriers and layers that prevent you from creating the balance between impact and peace, and your True Self. Are you ready to be fully yourself, without the burnout? This space is for driven leaders ready to stop chasing and start aligning. If you're done hiding behind hustle, achievement, and expectations… and you're ready to reconnect with who you really are, you're in the right place. CONNECT WITH US❤️ https://www.instagram.com/the10disciplines❤️ https://www.linkedin.com/company/the10disciplines/ MORE RESOURCES TO HELP YOUR INNER WORLD JOURNEY❤️ https://www.the10disciplines.com/blog❤️ https://www.shedandshinepodcast.com ⭐️ https://www.the10disciplines.com/shine ✨ Find where you are in your True Self Journey: https://www.form.jotform.com/Developer763/true-self-mastermind-quiz

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

We have another Practice Growth Deep Dive for you! In this episode, Steve Jensen talks with Dr. Kartik Antani about the journey from dental school to ownership, what it takes to scale (and when it can be smarter to scale back), and how strong systems and mentorship drive both performance and well-being. Dr. Antani also shares how sleep dentistry and medical billing fit into a modern general practice, plus his vision for more connected, tech-enabled dental and medical care.Listen in to hear about:Building your support systemEarly-career advice: DSO vs private vs ownershipScaling practices: What people do not talk about enoughWhat actually drives practice performanceClinical focus in Dr. Antani's practiceSleep apnea workflow and medical billing…and so much more!Resources MentionedSleep Apnea Resources:Transform Dental Sleep by Jason Tierney: https://www.amazon.com/Transform-Dental-Sleep-Step-Step/dp/B0C524116R.AADSM: https://www.aadsm.org/Email Dr. Antani: kantani@gmail.comBusiness Books:Built to Sell by John Warrillow: https://www.amazon.com/Built-Sell-Creating-Business-Without-ebook/dp/B004IYISQWThe Automatic Customer by John Warrillow: https://www.amazon.com/Automatic-Customer-Creating-Subscription-Business-ebook/dp/B00LFYXDNQThe Art of Selling Your Business by John Warrillow: https://www.amazon.com/Art-Selling-Your-Business-Strategies-ebook/dp/B08NTSFMJLSmall Giants by Bo Burlingham: https://www.amazon.com/Small-Giants-Companies-Instead-10th-Anniversary/dp/014310960XTraction by Gino Wickman: https://www.amazon.com/Traction-Get-Grip-Your-Business/dp/1936661837The 10X Rule by Grant Cardone: https://www.amazon.com/10X-Rule-Difference-Between-Success/dp/0470627603See a demo of DI and get a $50 gift card: https://get.dentalintel.net/podcast.

A central discussion in the podcast focused on the applicability of the Entrepreneurial Operating System (EOS) for small Managed Service Providers (MSPs). Divergent perspectives were presented regarding whether the EOS framework is suitable for MSPs with very few staff. The conversation highlighted that while EOS provides accountability, transparency, and structured communication, some very small organizations (e.g., four employees or fewer) may find the framework's meeting cadence and process requirements disproportionate to their operational needs. It was noted that EOS promises value in promoting ownership and alignment but that this benefit is more likely realized when an organization reaches a scale where individual ad hoc communications become inefficient. Supporting these observations, it was emphasized that EOS, as detailed in resources such as Gino Wickman's book and related summaries, is designed with flexibility to span small, medium, and large teams. Examples were offered indicating that even companies with four employees have derived benefits through formalizing updates and consolidating communication, provided their baseline culture supports collective knowledge sharing. However, one position outlined that simply reading EOS materials may be sufficient for the smallest organizations to improve focus without fully implementing the structure, especially when daily meetings or formal processes are not otherwise necessary. The episode additionally examined risk management and operational best practices surrounding MSP business growth and eventual sale. The dialogue discouraged running a business constantly as if preparing for immediate sale, citing the need for risk-taking during growth phases. Factors such as maintaining diverse client portfolios, implementing clear master service agreements (MSAs), reducing owner dependency, and minimizing client concentration risk were underscored as practices that support both ongoing scalability and future valuation. A case was discussed in which valuation was negatively impacted by an overreliance on non-contracted, concentrated clients and a lack of W2 employees, illustrating the risk implications of operational decisions. For MSPs and IT service leaders, the discussion underscored the importance of regularly reviewing operational frameworks and business hygiene regardless of size. The tradeoffs between structure and agility require clear-eyed evaluation, particularly in managing risk, scaling sustainably, and ensuring future options for valuation or exit. While formal systems like EOS can strengthen accountability and communication, overengineering processes in very small teams may reduce efficiency. Careful attention to client diversification and contractual commitments is essential for risk reduction and maximizing enterprise value.   Title:    Is EOS good for a small MSP?What are we talking about today: MSP Question of the week: EOS framework in your business – is this good for MSPs? First introduced by Gino Wickman in his book Traction, the EOS framework focuses on aligning teams and driving execution  What the Heck is EOS? (shorter book)  AMYS NEW BOOK!!!   Top 20 questions - Should you run your business like you're going to sell it? Image of Amy's book  Amy's Book: https://amzn.to/4dSYOcR MSP struggle hiring good people – what do you do when you hire a mediocre employee?  Article reference: https://www.linkedin.com/posts/timothykoirtyohannsphr_their-new-hire-was-fired-after-28-days-share-7361376947848843264-5UwS/ What is your quote turnaround time? Tales from the Field: I was doing a valuation this week and shared the results with the owner --  Good revenue 1.5m, good NI 375K, GREAT MRR 75%, good location and team.   No contracts, no office, no employees only 1099, 1 client represents 50% of revenues, and owner wants full exit. Amy and James Events: SMB Online Conference- June 25th panel. Free registration for SMB Online Community members. Register at www.smbonlinecommunityconference.com Mastermind Event – July 30-31st, 2026 in Omaha, NE. Register at  https://kernanconsulting.com/mastermind-event/ Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Connect With ChazRob Dube built ImageOne into a multi-million dollar company. He then co-founded The 10 Disciplines with EOS creator Gino Wickman and co-authored their book Shine. His premise is direct: you are probably winning in business while leaving a trail of chaos behind you, in your company and at home. And you do not have to.In this conversation with Chaz Wolfe, Rob breaks down all 10 disciplines that give high-performing entrepreneurs the framework to manage their energy, make decisions from a place of clarity instead of fear, and build a business that makes a greater impact without requiring you to sacrifice everything outside of it.This is not an episode about working less because you are lazy. It is an episode about winning more because you are clearer.Key Takeaways:Hustle culture is a mantra for some and a trap for others. The real question is not how many hours you are working. It is whose dream you are living and whether the decisions you are making are driven by love or fear.Time is your greatest asset. Most entrepreneurs manage their financials more tightly than their time. That is backwards.Discipline 1, 10-Year Thinking: Stop goal setting. Start imagining. Get clear on what your life looks like 10 years from now and let that vision become your North Star. When decisions align with that picture, the chaos reduces.Discipline 2, Take Time Off: 130 days per year. Every weekend, every US holiday, three weeks vacation. That is the baseline. The hard part is not checking email on the chairlift. The payoff is a clearer mind that produces better decisions and bigger impact.Discipline 3, Know Yourself: Be 100% authentically you at all times. People can feel inauthenticity in an energy field. Send an email to five people who know you well and ask for your greatest strengths and your greatest weaknesses. Vulnerable. Enlightening. Worth doing today.Discipline 4, Be Still: 30 minutes of silence every day. Prayer, meditation, journaling, contemplation. Your ego will resist it. Do it anyway. What surfaces when you sit still is exactly what needs to be released for your mind to get clear.Discipline 5, Know Your 100%: Decide on the perfect number of hours per week and weeks per year where you deliver your greatest value. Once you know that number, everything else becomes a decision about protecting it.Discipline 6, Say No Often: As you grow, more opportunities come than you have time for. Saying no gracefully, with an alternative, frees you to make greater impact on the things that actually matter.Discipline 7, Don't Do $25/Hour Work: Calculate your hourly rate. List everything you did this week that falls below it. Start delegating every item on that list. Somebody out there loves doing that work and is better at it than you.Discipline 8, Prepare Every Night: Five to ten minutes before bed. Write out tomorrow's schedule. Your subconscious goes to work while you sleep and you wake up with solutions you did not have the night before.Discipline 9, Put Everything in One Place: One capture system for every idea, commitment, thought, and promise. Nothing gets lost. Nothing gets forgotten.Discipline 10, Be Humble: View yourself as an equal to every other person on the planet. Humility is a strength. Every consistently humble person has a daily intentional gratitude practice. Start there.If you are a contractor business owner doing $1M+ and you feel stuck in the day-to-day, we built GTK for you.Through peer mastermind and 1:1 coaching, we help you:increase profitinstall real systemsbuild a team that runs the businessget your time backVisit www.gatheringthekings.com for information on how to apply.Connect with Chaz Wolfe (Host):WebsiteFacebookInstagramLinkedInYouTube Vacation With Entrepreneurial FamiliesEntrepreneur families grow closer, dream bigger, & build legacy together. Join our Family Vacation.Disclaimer: This post contains affiliate links. If you make a purchase, I may receive a commission at no extra cost to you.Support the showLike what you heard? Share this episode with a friend and leave us a review on Apple Podcasts or Spotify! Join the conversation by visiting GatheringTheKings.com and apply to connect with other high-performing entrepreneurs and their families.

Driven people are attached to a lot of things. Results. Validation. Other people. Possessions. Identity. And sometimes, the life they've so carefully built.In this episode of Shed & Shine, Rob and Gino get into what it actually means to detach, and why it doesn't mean checking out. You can be fully engaged, fully present, fully ambitious, and still not be white-knuckling every outcome. That's the distinction they're after.They also get into Discovery Number Two from Shine, how stillness sharpens your ability to notice, and why "notice "might just be the most useful word in this whole conversation. Timestamps00:00 Still Driven, But Less Attached02:25 Detaching From Extremes of Life06:21 Personal Journeys of Attachment10:51 Love, Fear, and Identity14:58 The Power of Noticing ABOUT THE 10 DISCIPLINES:The 10 Disciplines, founded by Gino Wickman and Rob Dube, is on a mission to help one million drivel leaders realize it's possible to be driven and have peace while making a bigger impact. We want to help you shed the barriers and layers that prevent you from creating the balance between impact and peace, and your True Self. Are you ready to be fully yourself, without the burnout? This space is for driven leaders ready to stop chasing and start aligning. If you're done hiding behind hustle, achievement, and expectations… and you're ready to reconnect with who you really are, you're in the right place. CONNECT WITH US❤️ https://www.instagram.com/the10disciplines❤️ https://www.linkedin.com/company/the10disciplines/ MORE RESOURCES TO HELP YOUR INNER WORLD JOURNEY❤️ https://www.the10disciplines.com/blog❤️ https://www.shedandshinepodcast.com ⭐️ https://www.the10disciplines.com/shine ✨ Find where you are in your True Self Journey: https://www.form.jotform.com/Developer763/true-self-mastermind-quiz

Connect With ChazGathering The Kings ran EOS for six months and saw almost no growth. Then in October, Chaz, Jake, and the team got crystal clear on who owned what in the accountability chart. By January, the business had doubled. They had not changed their product, their marketing, or their team. They got clear on their lanes and let everyone run.That is the episode in one story.Mike Paton has been implementing EOS for 17 years. He co-authored Get A Grip and Process with Gino Wickman, succeeded Gino as Visionary of EOS Worldwide, and has seen every way a company can get EOS right and get it wrong. In this conversation with Chaz Wolfe and Jake Isaacs, Mike breaks down the most common self-implementation mistakes, what actually separates a great integrator from a mediocre one, why your team already knows whether you are a visionary or not, and why the visionary-integrator relationship is the most important partnership in any growing business.Jake Isaacs, who has served as integrator for multiple companies and is Chaz's integrator at GTK, co-hosts the episode. His perspective makes this one of the most practical EOS conversations you will find anywhere.Key Takeaways:The number one self-implementation mistake is the smorgasbord approach: picking the EOS tools you like and skipping the ones that feel hard. The accountability chart is almost always what companies skip first. It is almost always the reason they are not growing.A vision without traction is hallucination. You need to know who is accountable for what before your VTO means anything.You are almost certainly more intimidating to your team than you think. About 50 percent of the time, the leader of the organization is the problem. An outside facilitator lets you participate as an equal alongside your team instead of inadvertently suppressing honest input.Gino Wickman told Mike he was not hardwired as an integrator. He was a visionary who was capable of integrating. There is a difference. Most entrepreneurs who score high on both in an assessment are not ambidextrous. They just know the right answers.The highest and best use test: stop asking what an assessment says about you. Ask what role will bring you the most joy and add the most value to the business. Then go do that.The four traits every great integrator must have: focus, discipline, comfort with accountability including upward accountability to the visionary, and willingness to have tough conversations and get in the muck.The visionary-integrator relationship is a partnership. It is not the integrator chasing the visionary around with a broom. When it is right, it is like a great marriage where both people can be fully themselves and together become something unstoppable.If you are hiring an integrator and you cannot picture them being better than you at execution and happier than you doing it every day, you are making a mistake.To hire growth-oriented people, Mike asks two things: do you have strong beliefs you are willing to share, and what would you do if evidence challenged those beliefs? And: what do you do in your free time to keep your saw sharpened?You can keep bringing file folders of work home and lamenting that your car is first in the lot and last to leave. Or you can get help. Those are your two options.If you are a contractor business owner doing $1M+ and you feel stuck in the day-to-day, we built GTK for you.Through peer mastermind and 1:1 coaching, we help you:increase profitinstall real systemsbuild a team that runs the businessget your time backVisit www.gatheringthekings.com for information on how to apply.Connect with Chaz Wolfe (Host):WebsiteFacebookInstagramLinkedInYouTube Connect With Jake Isaacs (Co-Host): WebsiteFacebookLinkedInInstagramYouTubeVacation With Entrepreneurial FamiliesEntrepreneur families grow closer, dream bigger, & build legacy together. Join our Family Vacation.Disclaimer: This post contains affiliate links. If you make a purchase, I may receive a commission at no extra cost to you.Support the showLike what you heard? Share this episode with a friend and leave us a review on Apple Podcasts or Spotify! Join the conversation by visiting GatheringTheKings.com and apply to connect with other high-performing entrepreneurs and their families.

Meghan Hickman has spent over three years as our EOS implementer at Poe Group Advisors, and this conversation is one we have been looking forward to sharing. Meghan works with entrepreneurial leadership teams to help them build structure, create accountability, and scale with intention. She has helped over 40 organizations do exactly that, including ours.The conversation covers:How a career in politics taught Meghan to recognize when your work is bringing out the worst in youWhy the "right person, right seat" framework gives leaders language for decisions they already sense but can't articulateHow the Accountability Chart reveals the structure a firm actually needs vs. the one it has outgrownWhy the Vision Traction Organizer works where traditional strategic plans fail, because it evolves every 90 daysHow to distinguish between head signals and heart signals when deciding whether to restructure or exitWhy the companies that scale fastest are the ones willing to run toward hard problems and simplify relentlesslyHow vulnerability-based trust separates teams that break through from teams that stay stuckTimestamps:00:36 - Meghan's background: from US Senate press secretary to entrepreneur 01:26 - How a copy of "Traction" in 2014 changed the direction of Meghan's career 01:52 - Growing an EOS company by 62% in five years and launching her own practice 03:12 - Starting in the least entrepreneurial environment possible: bureaucracy vs. the private sector 04:43 - The moment Meghan knew it was time to leave: the night Osama bin Laden was captured 06:09 - Sending out resumes at 1:00 in the morning and the one that changed everything 07:48 - Effective self vs. destructive self activity: the exercise that explained everything 09:28 - What working in the private sector revealed about her unique abilities 11:14 - Core value alignment: using values to attract the right people like a magnet 13:04 - Why the press secretary seat was the wrong one and what EOS language helped her understand 15:21 - Burnout vs. readiness to sell: how to tell the difference 17:04 - Head signals: the business is running you, things feel harder than they should 19:14 - The prescription for heart signals: a leap, whether that is a transition, a sale, or a new chapter 22:02 - Meghan's own red flags: road rage, everyone seems difficult, an unmade bed 25:37 - What the Accountability Chart actually does and why it matters past five or ten employees 28:08 - The value of an outside perspective: seeing the game when you cannot see it from the field 30:22 - The Vision Traction Organizer: a two-page strategic plan that actually gets used 33:17 - How your ideal clients evolve as your firm evolves, and why revisiting matters every 90 days 37:20 - Why firms that obsess over simplification and say no more than yes scale the fastest 40:05 - Meghan's memorable career story: getting her senator to the Today show in the nick of time 45:06 - There is no learning in the comfort zone, and no comfort in the learning zone 45:48 - Book recommendations: "Traction," The Five Minute Journal, and "The Gifts of Imperfection."

When's the last time you did something for you? Not your business, not your family, not your team. You.In this episode of Shed & Shine, Gino asks a simple question that's harder than it sounds: how close to being 100% yourself are you, really? Not the performing version. Not the version that's been shaped by fear and judgment and years of pretending. The actual you.What's one thing you can do this week, or at least this month, to move one step closer to fully being you? A profiling tool, a tough conversation, a journaling session, a book, therapy, asking the people closest to you what they actually see.You're probably a giver. This one's permission to be a little selfish. Timestamps00:00 What Have You Done For You?04:14 Layers of Self-Discovery06:15 Actionable Steps for Self-Discovery10:33 Be Selfish: Free Your True Self ABOUT THE 10 DISCIPLINES:The 10 Disciplines, founded by Gino Wickman and Rob Dube, is on a mission to help one million drivel leaders realize it's possible to be driven and have peace while making a bigger impact. We want to help you shed the barriers and layers that prevent you from creating the balance between impact and peace, and your True Self. Are you ready to be fully yourself, without the burnout? This space is for driven leaders ready to stop chasing and start aligning. If you're done hiding behind hustle, achievement, and expectations… and you're ready to reconnect with who you really are, you're in the right place. CONNECT WITH US❤️ https://www.instagram.com/the10disciplines❤️ https://www.linkedin.com/company/the10disciplines/ MORE RESOURCES TO HELP YOUR INNER WORLD JOURNEY❤️ https://www.the10disciplines.com/blog❤️ https://www.shedandshinepodcast.com ⭐️ https://www.the10disciplines.com/shine ✨ Find where you are in your True Self Journey: https://www.form.jotform.com/Developer763/true-self-mastermind-quiz

See what the team at The Successful Bookkeeper has on right now → Sammy Mattingly and Fred Ott are back for the finale of their two-part conversation with host Michael Palmer. Where Part 1 covered the leap into bookkeeping entrepreneurship, Part 2 gets into the gritty, practical work of making a young firm sustainable — documenting processes, surviving the first real growth wave, hiring employee number one, and deciding what kind of business they actually want to build. Chapters [00:00] Introduction and Episode Recap [01:18] What Makes This Partnership Work [04:30] Growth Wave Exposes System Gaps [07:00] Hiring the First Employee [09:00] Fixing Onboarding the Right Way [12:00] Joining Pure Bookkeeping and Freedom Gateway [15:30] Walls Hit and Lessons Learned [18:30] Long-Term Vision and the Journey [21:30] The 'How to Make a Few Thousand Dollars' Podcast The Partnership Advantage One of the quieter themes running through this episode is just how much the partnership itself has been a growth tool. Sammy puts it plainly: "Fred is the only one of my friends that I could do this with — and it's mostly down to that accountability piece and the amount of work that each of us is going to put into this." For bookkeepers considering a partner arrangement, this episode is a useful reality check on what makes it work — shared drive, mutual trust, and complementary skill sets — and what makes it hard. When Clients Arrive Faster Than Your Systems The real test of any process is live clients. Sammy and Fred thought their systems were solid after months of heavy networking. Then the referrals started rolling in, and the cracks showed fast. "We quickly realized our systems and our processes are not what we need to be able to support the growth that we have now and that we want in the future," Fred says. Their response was to pull back from networking temporarily, sit down together, and map out standard operating procedures from scratch — building workflows, identifying automation opportunities, and stress-testing everything against real client volume. Onboarding: Break It, Fix It, Repeat Onboarding was the first thing to crack under pressure. Rather than patching it on the fly, Sammy and Fred blocked a Saturday, mapped every pain point, and rebuilt it. When the next wave of clients came through a month later, the process was smooth — but it surfaced a new set of smaller issues. "There's always something rolling onto the pocket of like, okay, here's an issue with our process," Sammy says. "Now we need to set aside time to work together to map out how to fix that and how to implement it." That cycle of deliberate improvement is now a permanent feature of how they run the business. Pure Bookkeeping and the Freedom Gateway Sammy credits early podcast listening for pointing him toward Pure Bookkeeping, and describes the decision to join as straightforward once the need for a real system became obvious. What stood out most was the access to experienced guidance: "Having an hour with Lisa Campbell a week, someone who's done it, who's built a very successful firm — she was great in just helping us learn and develop and how to work on the business." They also appreciated that the system is customizable — their Pure and Pixie setup reflects their firm, not a template. Building Toward Something (Without Telling Everyone What It Is) When Michael asks about the long-term vision, neither Sammy nor Fred throws out a revenue number — and Michael approves. Fred frames it well: "Like we want to grow and do all these things, but ultimately the day-to-day — we want the day-to-day to be enjoyable. We like challenging ourselves, we're curious people, and we like learning." They're also currently working through Traction by Gino Wickman and have launched their own podcast, How to Make a Few Thousand Dollars, which earned an early shoutout from the entrepreneur who inspired the name. Links Mentioned Mattingly & Ott Financial Accounting How to Make a Few Thousand Dollars — Sammy and Fred's podcast (search on your podcast app) Pure Bookkeeping — the system referenced throughout the episode Traction by Gino Wickman — EOS framework book Sammy and Fred are currently implementing How to Make a Few Billion Dollars by Brad Jacobs — inspiration for their podcast name The Successful Bookkeeper Episode featuring Theresa Slack — referenced by Michael as a model partnership story About the Guests Fred Ott and Sammy Mattingly are co-founders of Mattingly & Ott Financial Accounting, LLC, a growing bookkeeping firm built on referral-driven networking, deliberate systems work, and a commitment to serving small business owners in their community. Friends since high school, they made the jump from W-2 employment to entrepreneurship together and are now navigating their first year of real scale — with their first employee, a growing client roster, and a podcast of their own. About the hostMichael PalmerMichael Palmer is the host of The Successful Bookkeeper podcast and co-founder of Pure Bookkeeping and The Successful Bookkeeper. He started this work because of his father — a brilliant electrical contractor who worked twice as hard as he should have had to, because nobody on the financial side was in his corner. That gap is what The Successful Bookkeeper exists to close. His view: bookkeepers are the most undervalued force in small business — and every bookkeeper who builds a real business changes two families: theirs, and their clients'.

Being the strong one feels like a gift. Until it doesn't.In this episode of Shed & Shine, Gino and Rob dig into something that shows up constantly in driven, high-performing people: the identity of the savior. The one who carries it all, fixes the problems, cuts the check, and ends the day feeling like they held the world together. It looks like strength. It can also be ego... and it burns you out.Gino gets honest about the decades spent being the hero for clients, friends, and family, and what it actually cost him. The shift wasn't about caring less. It was about realizing that solving someone's problem isn't the same as helping them. Sometimes it's the opposite.They also get into the fear that hides underneath all that strength, why driven people rarely notice their own fatigue until it's too late, and what it looks like to still be there for people without carrying what isn't yours to carry.You can be the strong one and have peace. That's the whole point. Timestamps00:00 When Strength Becomes a Liability02:29 From Savior to Listener06:35 Driven by Past Trauma?09:43 Stop Solving, Start Advising ABOUT THE 10 DISCIPLINES:The 10 Disciplines, founded by Gino Wickman and Rob Dube, is on a mission to help one million drivel leaders realize it's possible to be driven and have peace while making a bigger impact. We want to help you shed the barriers and layers that prevent you from creating the balance between impact and peace, and your True Self. Are you ready to be fully yourself, without the burnout? This space is for driven leaders ready to stop chasing and start aligning. If you're done hiding behind hustle, achievement, and expectations… and you're ready to reconnect with who you really are, you're in the right place. CONNECT WITH US❤️ https://www.instagram.com/the10disciplines❤️ https://www.linkedin.com/company/the10disciplines/ MORE RESOURCES TO HELP YOUR INNER WORLD JOURNEY❤️ https://www.the10disciplines.com/blog❤️ https://www.shedandshinepodcast.com ⭐️ https://www.the10disciplines.com/shine ✨ Find where you are in your True Self Journey: https://www.form.jotform.com/Developer763/true-self-mastermind-quiz

Connect With ChazFernando Angelucci graduated from University of Illinois with an engineering degree, landed a job at Dow Chemical with a pension, a 401K, a truck, and an expense account, and was completely miserable within six months. Thirteen months into the job, the night after he quit, he applied for 64 credit cards. Twelve got approved. He cash advanced $97,000 and went all in on real estate.Today Fernando owns over $150 million in self-storage assets and is on a path to 1.6 billion by 2030. He has started five companies, participates in four masterminds, and spends 5% of his income every year on personal development. He is also one of the most data-driven, risk-aware, systems-minded entrepreneurs you will hear on this show.In this conversation with Chaz Wolfe, Fernando breaks down the pre-mortem decision-making framework he uses before every deal, why red flags start looking like pink flags when you are addicted to closing, how willpower fails even high performers and what to do instead, and why the distance between the learning moment and the implementation moment is the only thing you can actually control.Key Takeaways:Fernando applied for 64 credit cards at 21, got 12 approved, and cash advanced $97,000 the night after quitting his job. Reckless or data-driven? He ran Tim Ferriss's fear-setting exercise first and determined the worst case was moving back with his parents. The upside was a nine out of ten life change.The entrepreneur's highest and best use is thinking, not doing. Fernando walks his neighborhood for 75 minutes every morning with no phone, no music, no calls. That is his thinking time and it is non-negotiable.If you are a business owner doing $1M+ and you feel stuck in the day-to-day, we built GTK for you. Through peer mastermind and 1:1 coaching, we help you:increase profitinstall real systemsbuild a team that runs the businessget your time backVisit www.gatheringthekings.com for information on how to apply.Books and Resources Recommended:Traction by Gino Wickman - https://amzn.to/4tzKcWkRich Dad, Poor Dad by Robert T. Kiyosaki - https://amzn.to/4mK5HRANever Split the Difference by Chris Voss - https://amzn.to/4ttAsNfThink and Grow Rich by Napoleon Hill - https://amzn.to/3QuakmPConnect with Fernando Angelucci (Guest):Website (Self Storage):  https://ssse.com/Website (Titan Wealth Group):  https://www.titanwealthgroup.com/Facebook:  https://www.facebook.com/TheStorageStudInstagram:  https://www.instagram.com/thestoragestud/Connect with Chaz Wolfe (Host):WebsiteFacebookInstagramLinkedInYouTubeVacation With Entrepreneurial FamiliesEntrepreneur families grow closer, dream bigger, & build legacy together. Join our Family Vacation.Disclaimer: This post contains affiliate links. If you make a purchase, I may receive a commission at no extra cost to you.Support the showLike what you heard? Share this episode with a friend and leave us a review on Apple Podcasts or Spotify! Join the conversation by visiting GatheringTheKings.com and apply to connect with other high-performing entrepreneurs and their families.

On this episode of Currently Reading, Kaytee and Meredith are discussing: Bookish Moments: both discuss plane reading and its advantages Current Reads: all the great, interesting, and/or terrible stuff we've been reading lately Deep Dive: book recs for each enneagram type Before We Go: our new segment featuring a bookish friend post and a sleeper hit brought by Meredith Show notes are time-stamped below for your convenience. Read the transcript of the episode (this link only works on the main site). . . .   1:31 - Bookish Moments of the Week 1:55 - The House of Earth and Blood by Sarah J. Maas 2:03 - @hollyslitmagic on Instagram 2:50 - Throne of Glass by Sarah J. Maas 8:08 - Current Reads 8:28 - The Midnight Show by Lee Kelly and Jennifer Thorne (Meredith) 10:10 - Diavola by Jennifer Thorne 10:28 - Sarah's Bookshelves Live 13:31 - Daisy Jones and the Six by Taylor Jenkins Reid 16:17 - Last Night at the Telegraph Club by Malinda Lo 18:23 - The Lion Women of Tehran by Marjan Kamali (Kaytee) 18:35 - The Stationary Shop by Marjan Kamali 23:09 - Radical Focus by Christina Wodke (Meredith) 24:45 - Traction by Gino Wickman  28:59 - Disney Adults by AJ Wolfe (Kaytee) 36:55 - When The Wolf Comes Home by Nat Cassidy (Meredith) 42:30 - Empire of Shadows by Jacquelyn Benson (Kaytee) 47:09 - Deep Dive: Books for Each Enneagram Type 47:15 - CR Season 3: Episode 37 49:20 - American Wife by Curtis Sittenfeld (9) 49:45 - Zorrie by Laird Hunt (9) 51:11 - Beartown by Fredrik Backman (9) 52:23 - Razorblade Tears by S.A. Cosby (8) 53:18 - Where the Crawdads Sing by Delia Owens (8) 54:22 - Where'd You Go, Bernadette? by Maria Semple (7) 55:44 - Tom Lake by Ann Patchett (7) 56:54 - We Were the Lucky Ones by Georgia Hunter (6) 57:04 - Sarah's Bookshelves Live 57:55 - The Southern Book Club's Guide to Slaying Vampires by Grady Hendrix (6) 59:33 - Station Eleven by Emily St John Mandel (5) 59:52 - The Remains of the Day by Kazuo Ishiguro (5) 1:00:54 - Shark Heart by Emily Habeck (4) 1:01:46 - Anne of Green Gables by LM Montgomery (4) 1:01:54 - The Midnight Library by Matt Haig (4) 1:02:51 - The Great Gatsby by F. Scott Fitzgerald (3) 1:03:01 - Olga Dies Dreaming by Xochitl Gonzalez (3) 1:03:49 - Erasure by Percival Everett (3) 1:05:14 - Eleanor Oliphant is Completely Fine by Gail Honeyman (2) 1:06:16 - The Four Winds by Kristen Hannah (2) 1:06:42 - A Gentleman in Moscow by Amor Towles (2) 1:08:30 - Prodigal Summer by Barbara Kingsolver (1) 1:10:06 - The Home-maker by Dorothy Canfield Fisher (1) 1:13:05 - Before We Go Kaytee highlights a bookish friend post Meredith brings a sleeper hit 1:14:25 - Wives Like Us by Plum Sykes   Support Us: Become a Bookish Friend | Grab Some Merch Shop Bookshop dot org | Shop Amazon Bookish Friends Receive: The Indie Press List with a curated list of five books hand sold by the indie of the month. May's IPL is brought to us from a new to us bookstore, Book & Books in Coral Gables, Florida Love and Chili Peppers with Kaytee and Rebekah - romance lovers get their due with this special episode focused entirely on the best selling genre fiction in the business All Things Murderful with Meredith and Elizabeth - special content for the scary-lovers, brought to you with the behind-the-scenes insights of an independent bookseller From the Editor's Desk with Kaytee and Bunmi Ishola - a quarterly peek behind the curtain at the publishing industry The Bookish Friends Facebook Group - where you can build community with bookish friends from around the globe as well as our hosts Connect With Us: The Show: Instagram | Website | Email | Threads | Substack | Youtube The Hosts and Regulars: Meredith | Kaytee | Mary | Roxanna Production and Editing: Megan Phouthavong Evans Affiliate Disclosure: All affiliate links go to Bookshop unless otherwise noted. Shopping here helps keep the lights on and benefits indie bookstores. Thanks for your support!

My very first employee had never used a computer.I hired her to be my digital assistant. Day one, I said, "Go to your desktop," and she asked what that was.That was hire number one. It got more complicated from there.I've read a lot about hiring. Talked to a lot of people about it. But mostly I've just done it wrong enough times to figure out what actually works. And in this episode, I'm laying out the whole thing: the 10 Commandments of Hiring and Managing a Rockstar Team.We talk about why your first hire is probably not who you think it is. How to run candidates through a process that filters out the wrong people before you're three months in and miserable. What real onboarding looks like versus what most people do, which is basically nothing. And why recruiting is something you should be doing all the time, not just when you're desperate and stressed and need someone yesterday.Hiring is leverage. Get it right, and it compounds. Get it wrong, and you'll feel it for a long time.

That uneasy feeling that your business is growing but something feels off usually isn't a marketing problem. It's often a values problem. I sit down with Whitney Owens, owner of Water's Edge Counseling and Wise Practice Consulting, to talk about what “profit with integrity” looks like when you're a service-based business owner who genuinely wants to help people and still earn sustainable income.We get honest about the guilt many entrepreneurs feel around charging, especially in helping professions like therapy and private practice. Whitney explains why “success” can trigger embarrassment, how childhood money stories shape what we think we're allowed to earn, and why ethical pricing is part of serving well. We also dig into how to clarify your core values before you scale, so your team, your client experience, and your offers all stay aligned with the impact you want to make.From there we go practical: delegation, building a leadership team, and using EOS (Entrepreneur Operating System) from Traction by Gino Wickman to reduce decision fatigue and prevent burnout. Whitney breaks down tools like scorecards, Level 10 meetings, quarterly Rocks, and “right person, right seat,” plus how she uses AI-generated scenarios to hire for values instead of vibes. We close with a simple integrity audit you can apply to your messaging, policies, and team behavior, and a resource for marketing and networking with churches in an authentic way.If you want values-based business growth without selling out, listen now, subscribe for more, and share this with a friend who's scaling. After you listen, what's one value you want to run every decision through?Read more HERESupport the show

Ever wonder if, when, or how to build stronger operations within your practice? In this episode, I sit down with Tom Restivo to unpack EOS and what it looks like to build a stronger operational foundation inside an optometric practice. Tom shares his experience leading a rapidly growing eye care organization through expansion, complexity, and the pressures that eventually exposed where systems were missing. We talk about why growth without structure creates avoidable friction, how core values shape hiring and leadership decisions, and why vision has to be more than a vague idea if you want your team aligned.   We also get practical about how EOS actually works inside a practice. Tom breaks down the six key components of the system, the role of the Vision Traction Organizer, how Rocks help teams focus on the right priorities, and why Level 10 Meetings can transform communication and accountability. If you are feeling like the business is starting to run you instead of the other way around, this conversation offers a useful framework for creating more clarity, consistency, and traction in your practice.   Resources: Book a Triage call with Adam Download the Practice Owner's Financial Toolkit 20/20 Money Ultimate Financial Success Masterclass OD Mastermind Interest Form Check out Adam's new book: How to Buy an Optometry Practice Tom Restivo's LinkedIn EOS Worldwide Traction: Get a Grip on Your Business by Gino Wickman   ————————————————————————————— Please rate and subscribe to 20/20 Money on these platforms Apple Podcasts Spotify ————————————————————————————— For past episodes of 20/20 Money with full companion show notes, please check out our episode archive here!   Check out Adam's other podcast! The Optometry Success Podcast  Subscribe on Apple Podcasts: https://bit.ly/4tttng6 Subscribe on Spotify: https://bit.ly/4tuf0YM