Podcast appearances and mentions of gino wickman

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.

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.

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

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

In this week's Riff, Gino brings four short but powerful ideas that don't each fill a full episode on their own, but together, they pack a serious punch. The kind that makes you stop, think, and go “huh.”First up, the gratitude alarm. A simple daily practice that has quietly transformed the way Gino moves through his day. Then, a piece of relationship advice so stripped down and honest it might be the most useful two minutes you spend all week. Third, a tool for anyone feeling overwhelmed right now. And finally, the one that might sting a little... “It ain't them. It's you.”Four ideas. Four moments to pause. Four invitations to do the work and free your True Self. Timestamps00:00 The Gratitude Alarm04:39 Relationship Advice: Heal Yourself08:49 List Everything: Overcoming Overwhelm11:55 It Ain't Them, It's You ABOUT THE 10 DISCIPLINESThe 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❤️ instagram.com/the10disciplines❤️ linkedin.com/company/the10disciplines/ MORE RESOURCES TO HELP YOUR INNER WORLD JOURNEY❤️ the10disciplines.com/blog❤️ shedandshinepodcast.com ⭐️ the10disciplines.com/shine

Most businesses fail not from bad ideas, but poor execution. This book summary reveals the surprising system that transforms chaos into consistent growth.

Not all drive is created equal. And that distinction might be the most important thing a high performer ever figures out.In this episode of Shed & Shine, Rob and Gino dig into something that shows up constantly in driven people: the search for peace. Not the kind that comes from slowing down or checking out, but the kind that can actually coexist with ambition. The question they're chasing is simple. Where is your drive coming from?They also get into mini-breaks, finding your perfect speed, and the identity trap that catches a lot of hard workers off guard.You get to call it whatever you want. Zen, calm, clarity, peace. But you'll know it when you feel it. Timestamps00:00 Productive vs. Unproductive Drive04:36 Experiencing Inner Peace08:05 Stillness Practices & Perfect Speed10:35 Hard Work, Identity, and Sweet Spot ABOUT THE 10 DISCIPLINESThe 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❤️ instagram.com/the10disciplines❤️ linkedin.com/company/the10disciplines/ MORE RESOURCES TO HELP YOUR INNER WORLD JOURNEY❤️ the10disciplines.com/blog❤️ shedandshinepodcast.com ⭐️ the10disciplines.com/shine

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!

In this week's Riff, Gino opens with a deeply personal experience from a recent trip to Sedona that brought a powerful message to the surface. During a past life regression, the same theme appeared twice: a warrior laying down his sword and choosing peace.That experience cracked something open and made him reflect on a lifetime of fighting: for attention, for love, for entrepreneurs, against ego, against the contradictions of life. Somewhere along the way, the fear-based intensity gave way to love.The question Gino leaves with every listener is the same one that found him in Sedona: Are you ready to lay down your sword and free your True Self? Timestamps00:00 Laying Down My Sword02:00 Past Life Regression Experience05:00 A Message to Stop Fighting07:13 Life as a Constant Battle10:25 Peaceful Warrior: A New Approach ABOUT THE 10 DISCIPLINESThe 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❤️ instagram.com/the10disciplines❤️ linkedin.com/company/the10disciplines/ MORE RESOURCES TO HELP YOUR INNER WORLD JOURNEY❤️ the10disciplines.com/blog❤️ shedandshinepodcast.com ⭐️ the10disciplines.com/shine

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.

Shine has been revised. And Rob and Gino are pulling back the curtain on exactly why.In this episode, they walk through the four key changes to the updated book, starting with the one that might surprise you most: it's no longer just for entrepreneurs. After hearing from readers and listeners who kept saying "this is for me too," they listened. Because that's what you do.They also get into why God shows up seven times in the new version and how Gino navigated one of the trickiest calls an author can make. Plus, the decision to flip part one and part two, why the original structure hit readers like a punch in the face, and what it really means to begin at the beginning.If you've read Shine, this one's going to hit different. And if you haven't, now might be the time. Timestamps 00:00 Why the Shine Book Was Revised01:52 Three Major Changes to Shine04:30 Integrating God into the Book07:44 Flipping Parts One and Two11:14 Smoothed Content and Flow ABOUT THE 10 DISCIPLINESThe 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❤️ instagram.com/the10disciplines❤️ linkedin.com/company/the10disciplines/ MORE RESOURCES TO HELP YOUR INNER WORLD JOURNEY❤️ the10disciplines.com/blog❤️ shedandshinepodcast.com ⭐️ the10disciplines.com/shine

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   

In this week's Riff, Gino explores a powerful question: why do we care so much about what others think of us? He introduces what he calls the Judgment Triple Whammy. We judge others, we judge ourselves, and we worry about the judgment of others. The focus of this episode is that third layer, and how it quietly holds so many people back from pursuing the life they truly want.Drawing on insights from a recent Shine meeting, Gino shares how fear of judgment often appears when someone is about to make a bold change, start something new, or pursue a deeper calling. Notice who you believe might be judging you, and ask whether that fear is limiting what you are meant to do. When we release the grip of judgment, we free our True Self to step forward and let our freak flag fly. Timestamps00:00 Introduction to Judgment01:00 The Three Forms of Judgment02:28 Real-Life Examples of Judgment04:52 Identifying Your True Desires07:07 Unconditional Love and Self-Reflection08:44 Embrace Your True Self04:47 Uncovering Hidden Agendas09:25 The Psychology of Hidden Agendas13:04 Confronting Hidden Agendas in Relationships17:50 Authenticity and Awareness ABOUT THE 10 DISCIPLINESThe 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❤️ instagram.com/the10disciplines❤️ linkedin.com/company/the10disciplines/ MORE RESOURCES TO HELP YOUR INNER WORLD JOURNEY❤️ the10disciplines.com/blog❤️ shedandshinepodcast.com ⭐️ the10disciplines.com/shine

Part 2: Most churches plan — but few have a rhythm that actually keeps vision and execution in sync. In this episode, we walk through the four essential components of the quarterly planning meeting we use at Mercy Hill Church. We break down how the check-in builds team trust, how to build an issues list that captures both problems and opportunities, how to "enter the danger" and create a culture of honest feedback, and why the 90-day cadence is the single most important meeting in your organization's year. Whether you're leading a church of 100 or 1,000, these principles will help your team get traction on the vision God has given you. Mentioned: Traction by Gino Wickman, The Five Dysfunctions of a Team by Patrick Lencioni.

In this Coffee Shop Conversation episode of Shed and Shine, Rob and Gino sit down with no script and explore whatever rises to the surface. Rob opens the conversation by asking Gino about a major season of shedding in his business life. After years of deep involvement in Entrepreneurial Leap and 10 Disciplines, Gino shares his decision to step away from the day-to-day and return to the work that energizes him most: creating content, teaching, and guiding leaders. The shift has already created a sense of lightness and space as he prepares for a new chapter.The conversation then turns to a deeper question. Why is it so hard for people to admit when they screw up? Rob and Gino reflect on ego, fear, and the freedom that comes from simply owning mistakes. When we release the need to protect our image, we create space to grow, learn, and move forward with honesty and humility. Timestamps00:00 Gino's Business Shedding Journey04:37 Committing to Boundaries07:44 Why Can't People Admit Mistakes?13:44 The Importance of Discretion ABOUT THE 10 DISCIPLINESThe 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❤️ instagram.com/the10disciplines❤️ linkedin.com/company/the10disciplines/ MORE RESOURCES TO HELP YOUR INNER WORLD JOURNEY❤️ the10disciplines.com/blog❤️ shedandshinepodcast.com ⭐️ the10disciplines.com/shine

Most churches plan — but few have a rhythm that actually keeps vision and execution in sync. In this episode, we walk through the four essential components of the quarterly planning meeting we use at Mercy Hill Church. We break down how the check-in builds team trust, how to build an issues list that captures both problems and opportunities, how to "enter the danger" and create a culture of honest feedback, and why the 90-day cadence is the single most important meeting in your organization's year. Whether you're leading a church of 100 or 1,000, these principles will help your team get traction on the vision God has given you. Mentioned: Traction by Gino Wickman, The Five Dysfunctions of a Team by Patrick Lencioni.

In this podcast episode of Better Business, Better Life, Daniel Davis shares some tips on what the EOS life really is & how you can live the EOS life as an Entrepreneur or Business Owner.Daniel has a 20+ year history of building companies, and his obsession is helping entrepreneurial organisations to clarify, simplify and achieve their vision. He has been a founder, owner and leader in six successful companies in varying industries, and is now responsible for bringing the tools of EOS®, The Entrepreneurial Operating System®, into Australia, New Zealand and the Asia Pacific region.In this podcast, Daniel talks about:His love for fast cars, what he learned as life as an IGA owner in the Blue Mountains, how he discovered EOS & his 'twin' Gino Wickman, how he uses EOS in his personal life, how something can be simple but not easy!Daniel's passion to help others is evident in this podcast - you don't want to miss this episode!Daniel's EOS Life:When I read the book Traction by Gino Wickman, I loved it so much that I made it my mission to bring EOS® to Australia.EOS, the Entrepreneurial Operating System®, is widely used in the USA and Europe by tens of thousands of companies, and we want to see as many companies as possible enjoying the benefit of the EOS tools across Australia and beyond.Since 2017 the team at EOS Worldwide has entrusted me with the honour of representing and expanding the EOS brand here in Australia and New Zealand, and the wider Asia Pacific Region, where we are building a thriving community of entrepreneurs who are running their businesses using the EOS Process, Model, and Tools. As the regional Community Leader, I train and prepare EOS Implementers for a successful journey to EOS Mastery.At EOS Worldwide, we are devoted to finding, training and supporting like-minded entrepreneurs who want to become master EOS Implementers and live the "EOS Life":Doing what you love to doGrowing with people you enjoyMaking a significant differenceBeing compensated appropriatelyWith time to pursue other passions

Transition Talks from the Farm Forward ConferenceIn this Farm Forward Recap, Peggy Coffeen hosts a transition talk featuring Kristy Pagel of Leading Edge Consulting, who focuses on facilitating difficult family farm transition conversations, aligning expectations across generations, and helping farms get “unstuck,” often during conflict or crisis. Pagel emphasizes the need to clarify the senior generation's purpose beyond day-to-day farm duties and to support curiosity about what comes next.She also explains an adapted Employee Analyzer tool from Gino Wickman's “Traction” to objectively assess whether owners, family members, and employees have the head, heart, and capacity for their roles, adding a “reinvest” column with plans, communication, timelines, and accountability. Pagel describes using the tool as a two-way self-assessment to open honest dialogue about burnout, fit, and workload.Connect with Kristy:Owner, coach, consultant with Leading Edge Consulting LLCkristy@leadingedgeccd.comLinkedIn: Kristy PagelListen to Kristy's Other Episode on Uplevel Dairy here: https://youtu.be/wJU12xNYyl4?si=h7ypvZKEgUgY3GdL00:55 Meet Kristy Pagel02:21 Why Facilitation Matters03:29 Getting Unstuck Together05:49 Purpose After the Farm08:44 Employee Analyzer Tool11:57 Objective Feedback Not Emotion14:14 Story Using the Tool

In this episode of Shed and Shine, Gino explores a powerful question: how much time do we spend in the past, the present, and the future? Inspired by reflections, conversations, and ideas from Shine, he examines how each of these time horizons can serve us (or work against us), depending on our experience. Looking back can help us heal, learn, and shed old wounds. Thinking ahead helps us plan, create, and build a meaningful vision for the future. And being present brings awareness, peace, and connection to the moment.The key insight is not choosing one over the others, but bringing awareness to how we experience them. When we dwell on painful memories or anxious projections, our energy drains. When we use each time horizon with intention, they become powerful tools. Notice where your mind is, and find a healthy balance that allows your True Self to lead. Timestamps00:00 Past, Present, and Future Thinking04:29 Balancing Time: Healthy vs. Unhealthy06:26 Positive and Negative Experiences in Time09:40 Achieving Time Balance and Awareness ABOUT THE 10 DISCIPLINESThe 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❤️ instagram.com/the10disciplines❤️ linkedin.com/company/the10disciplines/ MORE RESOURCES TO HELP YOUR INNER WORLD JOURNEY❤️ the10disciplines.com/blog❤️ shedandshinepodcast.com ⭐️ the10disciplines.com/shine

Ryan goes live — sort of — and ends up doing what he does best: real, honest coaching. In this solo-ish episode, Ryan chats with Mark Cruz about the fear of hiring help and what it actually looks like to start delegating in a small video business. Ryan also gets candid about overcoming perfectionism and why launching imperfectly beats not launching at all. Key Takeaways Hiring a virtual assistant through sites like onlinejobs.ph or Upwork — even for just 5–10 hours a week — can free up serious mental bandwidth and open the door to more revenue-generating work You don't need consistent income to start hiring; start small, build trust, and scale from there Perfectionism is the enemy of progress — in business and in life, done beats perfect every time Use AI tools (like Claude!) alongside personality assessments to build a hiring process that finds someone who truly complements how you work About Ryan Koral Ryan Koral is a documentary filmmaker, founder, and creative coach based in Michigan. Over the last 20+ years, he's built a 7-figure story-driven video studio (Tell Studios), a global community of filmmakers and creative entrepreneurs (Studio Sherpas), and a weekly podcast with over 1 million downloads. His work has reached email audiences of over 100,000 people, and he's had the privilege of working with names like Gino Wickman, Mike Kim, Disney, and the University of Michigan. Today, Ryan helps founders and experts who are the best-kept secret in their industry step into their voice, tell their story, and build a brand people believe in. He's currently writing a book about storytelling in the age of AI. In This Episode [00:00] Welcome to the show! [07:24] Hiring an Executive Assistant [16:02] Buy Back Your Time [23:25] Overcoming Perfectionism [25:49] What Could Happen? [28:51] Being More Authentic [31:22] Outro Quotes "You don't learn until you launch." — Ryan Koral "If you just got 10 hours back a week — how would that feel?" — Ryan Koral  "I built my job, my studio, for my life — I'm not trying to build my life around my work." — Ryan Koral "Make mistakes, go ugly early, try things out at a fraction of the cost to learn your processes." — Ryan Koral Links Find out more about the Studio Sherpas Mastermind Join the Grow Your Video Business Facebook Group  Follow Ryan Koral on Instagram Follow Grow Your Video Business on Instagram Join the Studio Sherpas newsletter  

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In this episode of Shed and Shine, Rob and Gino explore the power of rituals and how they shape the rhythm of our lives. Rituals can be spiritual practices like meditation or gratitude, but they can also be simple, joyful moments such as meeting a friend for a drink, taking a weekly clarity break, or gathering with family each year. When practiced with intention, these rhythms help align our outer lives with our inner world and keep us connected to what matters most.Rob and Gino share personal rituals that bring balance, growth, and fun into their lives, from retreats and meditation to annual trips with friends and family. When you intentionally create rhythms around the people, practices, and priorities that matter most, life becomes more balanced, meaningful, and aligned with your True Self. Timestamps00:00 Defining Rituals02:04 Rituals Beyond the Spiritual04:03 Gino's Personal Rituals06:47 Rob's and Evolving Rituals09:06 Outcomes and Balance of Rituals12:10 Business Rituals and Conclusion ABOUT THE 10 DISCIPLINESThe 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❤️ instagram.com/the10disciplines❤️ linkedin.com/company/the10disciplines/ MORE RESOURCES TO HELP YOUR INNER WORLD JOURNEY❤️ the10disciplines.com/blog❤️ shedandshinepodcast.com ⭐️ the10disciplines.com/shine

In this solo episode of Modern Chiropractic Mastery, Dr. Kevin Christie explains why chiropractors need structured planning through consistent yearly, quarterly, and weekly meetings to avoid running the practice without clear direction. He recommends scheduling quarterly meetings the month before the next quarter and keeping them practical in length (about two hours) while involving the entire team. Drawing from Gino Wickman's book Traction and the EOS framework, Dr. Christie outlines a quarterly meeting agenda: start with a positive focus by reviewing wins from the prior quarter, create an issues list (small to big) to surface and address problems, set 3–5 quarterly “rocks” (major projects), and build an indicator scorecard with trailing metrics (e.g., new patients, office visits, revenue, reviews) supported by specific leading indicators that drive results. The meeting should also include a quarterly marketing plan covering events, initiatives, content, and ad spend, with larger issues carried into weekly meetings for execution. It's a great listen to help you strategize for the remainder of 2026!

In this episode of Shed and Shine, Gino explores a powerful theme for the year: creating space. Inspired by a reflective moment while sitting by the ocean, he shares how clarity and creativity rarely come from constant effort alone. Driven people are wired to work hard and push forward, but the best ideas often arrive when we step away long enough for our minds and souls to catch up.Gino reframes Discipline 2: Take Time Off as something even more powerful. When we intentionally create space, we open ourselves to insights, perspectives, and unexpected breakthroughs. He shares practical ways to do this, including meditation and journaling through Discipline 4: Be Still, clarity breaks, vacations, mini pauses during the day, and other simple moments that quiet the mind. Timestamps00:00 Creating Space: A New Theme03:59 Methods for Creating Space07:11 Unconventional Space-Creating Methods10:09 Embracing a Space-Oriented Mindset ABOUT THE 10 DISCIPLINESThe 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❤️ instagram.com/the10disciplines❤️ linkedin.com/company/the10disciplines/ MORE RESOURCES TO HELP YOUR INNER WORLD JOURNEY❤️ the10disciplines.com/blog❤️ shedandshinepodcast.com ⭐️ the10disciplines.com/shine

BONUS: How to Build Teams That Think, Own, and Execute Without Burnout What if the problem isn't your people—but how your leadership shows up? In this episode, Sid Jashnani unpacks how Agile thinking, EOS (the Entrepreneurial Operating System), and his DELTA Delegation Ladder can help leaders build teams that truly own outcomes, execute without micromanagement, and grow the business—without burning out leaders or teams. The Breaking Point: When Smart People Don't Own Outcomes "I realized that I was the system, I was the bottleneck. And I was the one orchestrating everything. And if I were to step away for just going for dinner with my family, I would still get a call from someone."   Around 2014, Sid was running a thriving systems integration company with great people—people he trusted and loved working with. But they weren't owning outcomes. They were busy, but not always productive. Every decision fell back on Sid, and when the calls kept coming during family dinners, he started responding with irritation and sarcasm—a leadership pattern he knew was unsustainable. That moment of self-awareness became the catalyst for change. Sid realized the problem wasn't his team's competence; it was his inability to get them aligned, accountable, and clear on expectations.  That's when he discovered EOS—a business operating system created by Gino Wickman that orchestrates how you set priorities, run meetings, connect with your team, and track your numbers. Over the next few years, implementing EOS across his organization brought the clarity, accountability, and discipline his business needed. Where Agile and EOS Overlap: Trust Through Structure "The real overlap is trust through structure. If there's no structure, then I'm not accountable to you. I can do whatever."   Sid sees deep parallels between Agile and EOS. Both are allergic to hero culture. Both push decisions as close to the work as possible. Both rely on cadence—sprints, weekly meetings, daily stand-ups—to create rhythm without micromanagement. And both use visibility, numbers, and scorecards to keep teams aligned. But the real overlap, as Sid frames it, is trust through structure. In EOS, teams are structured through an accountability chart: who owns what outcome, who reports to whom, and how success is defined for each role. Without that structure, accountability becomes optional, and without accountability, trust never forms. Sid connects this directly to Patrick Lencioni's The Five Dysfunctions of a Team—where trust sits at the base of the pyramid, enabling healthy conflict, commitment, accountability, and ultimately results. The key anti-pattern Sid warns about: people picking only the comfortable parts of a system and relaxing the parameters so much that it becomes "SOS—Sid's Operating System—which is just an emergency call for help." In this episode, we also refer to Traction, by Gino Wickman, a foundational book for Sid in his career.  The DELTA Delegation Ladder: From Command-and-Control to Co-Founder Mode "Delegation fails because leaders skip levels."   Sid introduces his DELTA Delegation Ladder—a five-level framework for understanding where your team members sit and how to delegate accordingly:   D — Do as I say: Pure execution of instructions. Sid notes this level is increasingly being replaced by AI. E — Explore the possible solutions: Research and present options, but the leader still makes the decision. Also increasingly delegable to AI. L — Lead with a recommendation: The entry point for real human value. The person researches, forms a hypothesis, and recommends a path forward. Sid considers this the minimum hiring bar. T — Take action with oversight: The person takes decisions and acts, keeping the leader in the loop. Trust has been built through coaching and mentoring. A — Autonomous execution: Co-founder mode. The person owns the outcome end-to-end. Full trust, full ownership.   Delegation fails when leaders skip levels—expecting someone at "D" to operate at "A." It also fails when leaders abdicate rather than delegate, throwing someone into a role without investing time in coaching, clarifying expectations, or showing them what "great" looks like. As Sid puts it: delegation only works if you spend time with the person you're delegating to. Remote Teams: Written Clarity Beats Verbal Alignment "Trust comes from predictability, not proximity. I can be 1,000 miles across the world from you and trust you, because I can predict what your actions are gonna be."   For distributed and cross-timezone teams, Sid's non-negotiables are clear: get good at writing, and over-communicate. Written clarity beats verbal alignment every time, especially across cultures where tone and directness vary widely—from British politeness to Dutch directness. Over-communication isn't a flaw; it's the standard for remote teams. Without it, accountability vanishes and culture erodes. Sid points out that trust in remote settings comes from predictability—can you predict that someone will hit their milestones, complete their to-dos, and follow through?—not from physical proximity. Someone sitting next to you who consistently misses deadlines will never earn your trust, while someone across the world who reliably delivers will.   Self-reflection Question: Where on the DELTA Delegation Ladder are the people you're currently delegating to—and are you investing the time and coaching they need to move up, or are you skipping levels and hoping for miracles?   About Sid Jashnani Sid is a founder, operator, and growth advisor who scaled a systems integration firm into a portfolio of IT businesses. After struggling with delegation and predictability, EOS transformed how he led. Through Outgrow, Sid helps founders drive 15–30% predictable growth with disciplined execution and proactive customer communication.   You can link with Sid Jashnani on LinkedIn.   You can also read his weekly newsletter, Leadership Bytes Weekly on Substack.

In this episode of Shed and Shine, Rob and Gino explore one of the simplest yet most powerful tools available to us: our breath. Driven people often live in their heads, constantly planning, solving, and striving. Breath offers a direct path back to the present moment and back to the True Self. By bringing awareness to the breath, we reconnect mind, body, and spirit and create space for peace. The conversation highlights the real-world impact of conscious breathing, from reducing stress and improving focus to helping regulate the nervous system. Rob shares powerful experiences from a breathwork session, while Gino reflects on how simple daily breathing practices have changed his awareness. You do not need complicated techniques. Pause throughout the day, breathe slowly and intentionally, and let that moment of presence bring you back to peace. Timestamps 00:00 The Power of Conscious Breathing03:15 Awareness and Cadence of Breath07:24 Breath is Life and Spirit10:59 Practical Breath Techniques13:02 Simple Daily Breath Practices ABOUT THE 10 DISCIPLINESThe 10 Disciplines, founded by Gino Wickman and Rob Dube, is on a mission to help one million entrepreneurs 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://the10disciplines.com/blog❤️ https://www.shedandshinepodcast.com ⭐️ https://the10disciplines.com/shine

I've read somewhere around 300-400 business and self-development books. I highlight them, take notes, and build systems out of them. I'm like a productivity nerd with a real estate habit.But most of those books, while good, didn't actually change what I do on a Monday morning. These three did.In this episode, I break down the exact 3-book stack that took me from grinding 60-hour weeks with no direction to building a real estate portfolio worth over a billion dollars. And more importantly, I give you the system for actually applying them so you can do more in the next 6 months than most people do in 10 years.The three books are Vivid Vision by Cameron Harold, The One Thing by Gary Keller and Jay Papasan, and Traction by Gino Wickman. Each one solves a specific reason people fail at big goals. Stack them together, and it's a completely different game.Try the free AI vision tool mentioned in the episode: firstdeal.com/visiontool

Send a textIf you're still the one closing every deal, reviewing every proposal, and carrying the weight of revenue growth, the issue isn't effort; it's structure. Without a clear sales system, growth eventually stalls.In this episode, I sit down with Chris Cocca, President of Strategic Sales in Frederick, Maryland. Chris serves clients across the U.S. and brings more than 25 years of sales leadership experience, including 17 years at PepsiCo. He's also a Sales Acceleration Advisor and a five-time President's Club winner who has helped B2B and professional services firms create record-breaking sales growth.We explore what it takes to build a scalable sales system that moves a company beyond founder-led selling. Chris shares practical strategies around CRM-driven sales operations, aligning sales and marketing KPIs, improving pipeline consistency, and developing a repeatable sales process that strengthens accountability across the team.If you're scaling a digital agency or service business and want a predictable pipeline, stronger team performance, and a sales process that doesn't depend on you, this conversation will give you the clarity to move forward with confidence.Books Mentioned- Traction by Gino Wickman- Rocket Fuel by Gino Wickman and Mark C. WintersIf you'd like to continue the conversation with Chris or learn more about building a stronger sales system for your company, connect with him on LinkedIn by searching Chris Cocca. You can also reach him directly at ccocca@salesxceleration.com or by phone at 918-409-9559.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. Special Offer:Get your FREE copy of Catalytic Leadership: 12 Keys to Becoming an Intentional Leader Who Makes a Difference. Connect with Dr. William Attaway: Website LinkedIn Facebook Instagram TikTok YouTube

Have you ever considered EOS - the Entrepreneurial Operating System? It was first introduced by Gino Wickman in his book Traction: Get a Grip on Your Business. Since then, it has become a tool many small and medium businesses leverage to drive operational excellence. In this Quick Hit, you'll hear from returning guest Sue Frech, an EOS Implementer who has achieved a ton of success in the business world with EOS. She's the Visionary & Investor at Summit Shore Partners. Tune into the full episode here