Podcasts about how eos

Would you like access to our advanced agency training for FREE? https://www.agencymastery360.com/training Is remote agency life really the dream? While many chase the freedom of working from anywhere, the reality is far more complex. In this episode, Lisa Larson-Kelley shares how she built a high-performing remote team—without sacrificing culture, communication, or control. Today's featured guest decided long ago that she prefers the remote option and shares what really makes remote work actually succeed. For her, it comes down to two crucial elements: Creating a solid structure for clear communication and aligned goals Hiring people who thrive in self-led, remote environments Tune in to hear how she built these systems into her agency—and how she still prioritizes meaningful, in-person connection to strengthen team culture. Lisa Larson-Kelley is the CEO and founder of Quantious, a marketing enablement agency specializing in B2B tech companies. Her agency has worked with some of the biggest tech companies in the world, starting with Adobe and building relationships that would later take them to work with Google and Meta. Currently, she's looking forward to leveraging this experience working with big companies to create lasting relationships with smaller startups and mid-market companies as well. She talks about the challenges and benefits of running a remote agency, how she finds talent suited for remote work, and how implementing EOS in her agency operations improved her business' structure, communications, and employees accountability. In this episode, we'll discuss: How EOS gives structure and accountability. The traits she looks for when hiring remote talent How she keeps team culture strong with in-person retreats Why remote work isn't “easier”—but can be better with the right systems.  Subscribe Apple | Spotify | iHeart Radio Sponsors and Resources E2M Solutions: Today's episode of the Smart Agency Masterclass is sponsored by E2M Solutions, a web design, and development agency that has provided white-label services for the past 10 years to agencies all over the world. Check out e2msolutions.com/smartagency and get 10% off for the first three months of service. A Pivot Fueled by Adversity Lisa began her professional journey as a developer, then transitioned to freelance consulting. Seeing she had a knack for explaining technical processes, she took some writing courses and expanded her abilities into content writing. Lisa's freelance work soon attracted several major tech companies. The growing demand for her services prompted her to hire her first intern through Craigslist, initially viewing this expansion as an extension of her freelance business. However, when her husband fell seriously ill, Lisa's need to provide financial stability for her family motivated her to formalize and grow her operation into a proper agency. What had started as individual consulting work had evolved into a full-fledged business born of both opportunity and necessity. Why Lisa's Agency Thrives Remotely—And How Yours Can Too Since founding her agency, Lisa has maintained a primarily remote operation. She did try to run the team from an office a little before Covid restrictions came to send everyone home again, but was finding it tedious, with common complaints about people's choice of food or annoying habits. It seemed as though petty distractions disappeared once they returned to remote work. As the owner of a remote agency, Lisa admits this modality isn't easier—it's just a different kind of hard. To truly succeed, agency owners who want a remote team must take care to carefully choose people suited for this type of work. Some people really do need the presence of someone keeping them accountable. These people find that on-site work provides them a sense of structure and that the interaction with teammates helps improve their performance. Lisa looks for workers who are able to self-manage and are results-oriented. Her team always has access to managers through Slack, of course, but they mostly prefer to manage their work and their time to better fit their lifestyles. Remote teams can leverage technology to enhance collaboration and communication, using tools like video conferencing, project management software, and instant messaging platforms allow team members to work together seamlessly, regardless of their geographical location. Assessing Candidates' Adaptability to Remote Work Not everyone is suited for remote work, so after assessing a candidate's suitability for the role based on their skills and experience, Lisa also looks to identify whether or not they are suited to work in this modality. If you have struggled finding workers who thrive in a remote setting, try to use assessments and structured interview questions to gauge a candidate's suitability. For instance, asking about their strategies for maintaining accountability can reveal much about their potential success in a remote setting. Furthermore, candidates who have previously navigated remote roles often have the skills and mindset necessary to thrive in similar environments. This experience can translate into a more seamless integration into a remote team, as these individuals are likely already familiar with the challenges and best practices associated with this working style. How EOS Can Transform Your Remote Agency Operations The Entrepreneurial Operating System (EOS) has helped many agencies create the sense of structure that some remote teams may be missing. In it, every worker has their goals, so they know what they're working towards, as well the agency's goals for the quarter, so everyone can grow in the same direction. It wasn't immediately easy or intuitive for Lisa to implement EOS into her agency processes. She read the book and tried to self-implement it unsuccessfully. It wasn't until she was introduced to an implementer who could help her with the process and keep her accountable that she felt she was on the right path with this system. With expert guidance, structured meetings became the cornerstone of Lisa's agency operations. These non-negotiable, regularly scheduled sessions ensure team alignment and individual accountability. Using Ninety software, Lisa's team conducts highly organized meetings with clear agendas and built-in timers that keep discussions focused on measurable outcomes and actionable tasks. This systematic approach eliminates wasted time while fostering a culture where team members understand their specific responsibilities. This framework helps Lisa establish high-level objectives aligned with her agency's vision, then break these down into manageable steps by working backward from desired outcomes. For instance, if an agency aims to achieve $20 million in top-line revenue and $10 million in net profit, how does this cascade down to individual team members? This clear linkage between daily activities and long-term objectives helps create a culture of accountability and proactive engagement. Structuring Professional Growth in Remote Agencies Part of the changes introduced with the use of EOS was establishing clear pathways for employee growth, something that employees themselves asked for. While tenure still influences senior positions, the agency's COO developed a three-stage framework that provides visual clarity for professional development. Seed: Your ground-level tasks for any particular role. Blossom: Demonstrating confident competence and Independence in that role. Bloom: Preparing for advancement to the next position. Interestingly, this framework is not necessarily linear recognizing that personal circumstances may cause employees to move between stages. If an employee shifts from "Blossom" back to "Seed," management initiates supportive conversations to discuss their situation and explore potential paths forward based on the employee's choices. This is an important initiative that all agency owners hoping to scale their agency should consider as it forces you to think about ways to scale your team and locate the leaders that will help take the pressure off you as you start to delegate responsibility to them. Furthermore, you'll be taking action to help your team take ownership of their roles, thus increasing retention as you motivate individuals who could get frustrated if they don't see growth opportunities. How In-Person Retreats Build Camaraderie in a Distributed Workforce Running a remote agency takes a lot of organization, structure, and also an appreciation for in-person connection. Lisa understands that while tech keeps teams connected, it can't replace the depth of real, in-person connection.. Hence, to encourage team bonding, she organizes a team retreat, that most recently took the team to Puerto Rico, for a few days of team building activities, but mostly to just be together in the same space. This is a great lesson for agency owners who want to run a remote agency. Building camaraderie through in-person connections will also have practical implications for agency growth. In-person retreats and gatherings can serve as platforms for discussing career aspirations, setting goals, and mapping out pathways for professional growth, as well as fostering stronger relationships, enhanced communication, and a more cohesive work environment. Do You Want to Transform Your Agency from a Liability to an Asset? Looking to dig deeper into your agency's potential? Check out our Agency Blueprint. Designed for agency owners like you, our Agency Blueprint helps you uncover growth opportunities, tackle obstacles, and craft a customized blueprint for your agency's success.

Scaling your orthodontic practice doesn't have to mean scaling your stress. Discover how a Stanley Cup champion turned business strategist helps orthodontists grow their practices in a sustainable, low-stress way.In this episode, Joe DiPenta, former NHL champion and EOS implementer, joins me to explain the power of the Entrepreneurial Operating System (EOS).Joe shares his journey from aspiring orthodontist to Stanley Cup champion and now business coach, helping organizations scale with simplicity and structure.You'll learn how EOS empowers leadership teams, builds accountability, and creates a clear path toward growth without the founder having to micromanage every detail.We also discuss how EOS transforms practices into well-oiled machines, whether you're aiming for a $5 million practice or seeking more time off.Joe also reveals leadership tips from the NHL, the importance of culture and team alignment, and why hiring for core values is non-negotiable.Tune in now and learn how EOS can be the game-changer you've been searching for.Key TakeawaysIntro (00:00)Meet Joe DiPenta (00:49)Joe's journey from NHL champion to EOS implementer (02:27)How EOS helps practices grow without added stress (06:31)Defining “rocks” for 90-day business goals (10:37)Setting a clear vision for scaling practices (13:02)Empowering leadership teams, not micromanaging (16:09)NHL leadership lessons applied to business (21:55)Right person, right seat: hiring for culture and role fit (29:33)Why self-implementing EOS often fails (36:43)Personal story: Joe's first hockey fight and leadership (44:01)Additional Resources-  Certified EOS Implementer® at EOS Worldwide STANLEY CUP CHAMPION 2007 https://www.eosworldwide.com/joe-dipenta ­- Traction by Gino Wickman – https://www.eosworldwide.com/traction- Joe DiPenta's LinkedIn – https://www.linkedin.com/in/joe-dipenta/- Joe DiPenta's email - joe.dipenta@eosworldwide.com- EOS Worldwide – https://www.eosworldwide.com—-- Register for the OrthoPreneurs Summit 2025: http://opsummit2025.com/- For more information, visit: https://orthopreneurs.com/- Join our FREE Facebook group here: https://www.facebook.com/groups/OrthoPreneurs

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

In this episode, David Murphy, Vice Chairman at CBRE, shares his incredible journey from hockey pro to top industrial real estate expert.Filled with actionable insights, proven strategies, and real-world advice, this episode offers valuable lessons for anyone aiming to excel in industrial real estate or business. Here are some key takeaways from this episode:- Why industrial real estate matters: Why this asset class is booming and what makes it a lucrative investment in today's market.- Building winning teams: The importance of having finders, winners, and executors on your team for sustainable success.- Mastering systems and strategy: How EOS and structured processes can transform your business and boost productivity. Don't miss this opportunity to gain valuable insights and practical strategies to enhance your real estate expertise. Timestamps:00:42 Introduction to David Murphy02:07 Transitioning from hockey to real estate04:51 Why David chose industrial real estate08:44 The role of mentors and persistence in early career11:29 Leveraging social media and teamwork14:27 Using EOS to build systems and improve operations18:38 Creating processes and ensuring team accountability23:06 Balancing finders, winners, and executors in a team27:27 Current trends in the industrial real estate market31:45 Evaluating industrial investments and key metrics to track38:44 Staying disciplined and persistent for long-term success40:01 Mentoring and giving back to help new professionals41:10 How to connect with David MurphyVISIT OUR WEBSITEhttps://lifebridgecapital.com/Here are ways you can work with us here at Life Bridge Capital:⚡️START INVESTING TODAY: If you think that real estate syndication may be right for you, contact us today to learn more about our current investment opportunities: https://lifebridgecapital.com/investwithlbc⚡️Watch on YouTube: https://www.youtube.com/@TheRealEstateSyndicationShow

Implementing EOS (Entrepreneurial Operating System) has dramatically shifted Adam's experience as the CEO of his family business. It quickly resulted in 50 percent revenue growth–but the true impact was felt far beyond financial success.  In this episode, Adam sings the praises of Geno Wickman's EOS and how it has created unity, harmony, and alignment since implementation. Listen and discover how EOS could unlock more freedom in your business, too! [00:00] Introduction to EOS [01:46] Gino Wickman's background and EOS concepts [04:40] Adam's personal journey with EOS [10:55] How EOS provides solutions to family businesses [16:19] Addressing people and structure issues [21:33] Building traction and executing on vision Resources Mentioned: EOS The Five Dysfunctions of a Team Good to Great Follow Adam… Sign up for my newsletter! IG: @theadamchill YouTube: @adamchill TikTok: @theadamchill

Discover how the Entrepreneurial Operating System® (EOS) can transform your MSP or IT company. Laura Johns, Founder and CEO of The Business Growers, talks with Lyn Askin, EOS expert and successful entrepreneur, to discuss how an MSP or IT business can grow and sale with EOS (Entrepreneurial Operating System). In this episode, Lyn and Laura discuss: How EOS addresses the unique challenges of MSPs and IT businesses Lyn's real-world case studies of EOS success Key takeaways to implement EOS in your organization Learn how to move beyond constant chaos to achieve lasting alignment and explosive growth. Lyn's insights, drawn from his experience scaling his own firm, offer valuable guidance for any IT leader. Subscribe for more expert advice on scaling your MSP or IT company! Connect with Lyn: Website: https://lynaskin.com/linktree Email: lyn.askin@eosworldwide.com #EOSBasics #MSPGrowth #ITScaling --- Want to get your calendar booked with prospects searching online for an IT provider in your area? Get your FREE one-on-one Growth Acceleration Session. https://go.thebusinessgrowers.com/growth-acceleration-session If you qualify for the session, we can show you in just ONE HOUR exactly what you need to do to grow and scale your MSP or IT business sustainably. About The Business Growers Many Managed Services Providers and IT companies struggle to grow because they are constantly putting out fires and don't have the bandwidth to focus on the marketing strategy and execution required to scale the business. At The Business Growers, we believe you shouldn't have to hire a full-time marketing team to compete in the marketplace. We work exclusively with MSPs and IT companies, serving as their tech marketing dream team and offering a proven framework for revenue growth. Visit us at www.thebusinessgrowers.com

Running a business is incredibly complex and there are many ways a company can fail. Today on All Up In My Lady Business, we are joined by business coach, Loraine Hardin to discuss how the implementation of EOS can secure a company's success. Tuning in, you'll hear all about how Loraine's entrepreneurial family inspired her to become a coach, how she found EOS, why fear and scarcity should be replaced with love and abundance, the importance of hiring the right people in the right spots in your business, making firing simpler, and so much more! We delve into Loraine's ideal client before she tells us about the small business ‘black hole' that occurs at around three to five million in profit. We even discuss how different generations clash in business today, how EOS works for very small businesses, how businesses shoot themselves in the foot, and more! Finally, Loraine tells us about her family's mink farm. Thanks for listening in! Key Points From This Episode:Introducing our guest on the show today, Loraine Hardin. What made her interested in coaching and how she knew she had what it takes. When the idea of EOS entered Loriane's career and what fascinated her about it. The dangers of scarcity and fear and the importance of having an abundance mindset. Loraine talks about how to get the right people in the right seats in your business. How to get people to the point where they can take direct reports quickly.Why firing people is so difficult, why it should be that way, and how to make it simpler. The ideal client for Loraine and how she tells her clients when they have a bad apple. She explains ‘the black hole' that small businesses encounter and how to get out of it. How to balance how you run your business while starting to step away as it grows. Loraine outlines some of the generational issues businesses are experiencing right now.How EOS works for businesses with fewer than five employees and the growth Loraine sees.  Some ways an organization can fail at the goal of creating ‘rocket fuel' in order to grow. Loraine tells us about the mink farm she was born on and how it affected her family's income. Don't forget to smash that subscribe button so you never miss an episode, then come hang with us on Instagram & Twitter!Links Mentioned in Today's Episode:Find out more about Loraine Hardin and her business, Professional EOS ImplementerFollow Loraine Hardin on LinkedInCheck out the EOS book, Traction on Amazon Sign up to Support the Show (All Up In My Lady Business (Mary's Version)Learn more about A Mary Nisi ProductionFind your next DJ at Toast & JamLaunch your DJ business with the Toast & Jam LabSupport the Show.

Hey Rainmaker fam! We're excited to bring you Aaron Hovivian in today's episode as he explores the Entrepreneurial Operating System (EOS). Aaron, an expert in EOS, shares how this set of straightforward but impactful tools and concepts has transformed thousands of businesses. EOS is crafted to assist leaders in running more profitable businesses with less stress by mastering essential strategies that boost growth and efficiency. Aaron will walk us through the system—vision, traction, and health—and share transformative stories from businesses that have implemented EOS. This episode isn't just for seasoned business owners; even if you're just starting out, Aaron's insights into EOS will equip you with the tools to succeed and find a better balance in life. For moms in the business world, EOS offers a valuable framework to streamline operations and maximize time spent with family without sacrificing business success. Hit play to hear Aaron share how adopting EOS can change the way you manage and grow your business, ensuring that every aspect, from team health to operational efficiency is aligned with your long-term goals. This could be the key to scaling your endeavors while maintaining the joyful parts of your entrepreneurial journey and family life. Connect with us: ► Rainmaker Instagram: @therainmakerfamily   ► Chelsey Instagram: @chels_diaz   ► Stephen Instagram: @steezdiaz    ► TikTok: @therainmakerfamily   ► Facebook: @diazfamilylegacy   ► Website: @https://therainmakerfamily.com   Join Our Next Rainmaker Challenge - How To Make Passive Income From Home https://therainmakerchallenge.com Save On Our Favorite Things: https://rainmakerfamily.com/deals Watch The Million Dolar Mama Case Study: https://www.makeitrainmomma.com/cases   Episode: minute by minute  0:30 - Get to know Aaron Hovivian and the Entrepreneurial Operating System. 0:45 - The basics of EOS and how it helps entrepreneurs. 3:15 - Detailed discussion on the key components of EOS: Vision, Traction, and Health. 7:30 - Stories of business (and lives) transformation using EOS. 12:00 - How EOS aids in reducing business stress and increasing profitability. 15:30 - Tips from Aaron on integrating EOS into your business. 20:00 - Benefits of EOS for entrepreneurial moms and work-life balance. 25:00 - Closing thoughts and final advice on how you can start EOS today!

EOS for RIAs – The RIA Podcast with Seth Greene Episode 135 Jamie Cornehlsen Jamie Cornehlsen started his first company in grade school during the oil embargo in 1979. No Starbucks existed, so he and two friends sold coffee and donuts to people who were sitting in their cars, in long lines to purchase gas. The entrepreneurial seed was planted, and Jamie knew he was destined to own his own company. In 2001, Jamie started his second business, developing and managing mutual funds for financial advisors. "Conquering the Divide: How to Use Economic Indicators to Catch Stock Market Trends," a book Jamie co-authored, explains the investment process. The assets snowballed to $229 million only to see the value fall to $31 Million. The business hit the ceiling. After using the Entrepreneurs Operating System, EOS® to start over, he started Fitter Financials in 2011 to help financial advisors use EOS to practice to the next level. Since then, he has worked with more than 90 entrepreneurs in many industries to help them build organizations that allowed them to reclaim the freedom they went into business to attain. Jamie is married to Elizabeth, a schoolteacher by trade who cares for their 4-year old son. There is nothing better in life than hearing your Son Belt out Tom Petty Songs. When not working on his craft, Jamie swims, bikes and runs. Jamie is a member of the U.S. Triathlon team and has competed with the team at the world championships since 2013. Jamie received his MBA from William E. Simon Graduate School of Business at the University of Rochester, and his Bachelor of Arts in Economics from the University of Colorado. He studied econometrics at the University of York in England. Jamie is a CFA Charter holder and past president of the CFA Society of Colorado. Jamie loves what he does with a complete set of simple, practical tools because it's the best way to connect people with their purpose and passion. Listen to this insightful RIA episode with Jamie Cornehlsen about using the Entrepreneurial Operating System for RIAs. Here is what to expect on this week's show: - How the Entrepreneurial Operating System uses practical tools to help businesses achieve their goals and get organized. - How EOS provides a blueprint for running a business effectively by addressing aspects such as conversions, strategy, and client service. - Why EOS allows business owners to leverage the skills and capacities of their team. - How EOS helps financial advisors to be more focused on their clients, investments, and financial pans. - Why having the right team is essential for adapting to market changes. Connect with Jamie: Links Mentioned: eosworldwide.com Twitter @EOSWorldwide Instagram @entrepreneurialoperatingsystem Facebook facebook.com/eosworldwide LinkedIn linkedin.com/company/eos-worldwide-llc Learn more about your ad choices. Visit megaphone.fm/adchoices

Think the pathway to owning an accounting firm is linear? Think again.In this episode, Blake has a fascinating conversation with Scott “OKR” Scarano, an accounting firm owner with an unconventional background.Before becoming a successful firm owner, Scott started dealing drugs, got kicked out of UNC, and ended up with a felony conviction. But with persistence and grit, Scott cleaned up his act, got back on track with his accounting degree, and hustled his way up to leading an accounting practice approaching $2 million in annual revenue.Scott gives an honest account of his journey—the highs, the lows, and the lessons learned along the way. He talks about the mistakes he made scaling his firm and the tools and systems he implemented to get “out of the work” and create more freedom in his life.These days Scott is pursuing his creative passions, like rapping as "OKR," while his firm runs smoothly in the background.His story offers inspiration that firm ownership isn't one-size-fits-all and that with the right mindset and support, unlikely entrepreneurs can thrive in accounting.Sponsor Check out our Sponsor LiveFlow — Advanced Financial Reporting on AutopilotChapters (00:46) - Blake's first impressions of Scott (07:18) - The definition of a successful firm (11:32) - Scott works an hour a week on his firm (12:13) - The bottom line: What Scott takes home (13:36) - Are you planning to grow the firm? (15:37) - Scott felt guilty about not doing the work (16:59) - How Scott started his firm (21:38) - Learning from mistakes (23:33) - Scott's felony charge and what it taught him about business (26:06) - The similarities between pricing drugs and accounting services (32:13) - What did you do after you bought the firm? (35:59) - Getting stuck at $1.2 million revenue (36:44) - How EOS changed things (38:29) - What is Padgett? (39:28) - Back to EOS (44:52) - Joining XPAC, the Xero Partner Advisory Council (48:31) - Stuck in Mexico during COVID caused a mindset shift (51:20) - Cal Newport and digital minimalism (56:09) - What Scott is working on next (01:01:41) - Where to reach Scott and how to listen to Accounting High (01:04:05) - Where do you want to see the accounting profession go? Sign up to get free CPE for listening to this podcasthttps://earmarkcpe.comDownload the Earmark CPE App Apple: https://apps.apple.com/us/app/earmark-cpe/id1562599728Android: https://play.google.com/store/apps/details?id=com.earmarkcpe.appConnect with Our Guest, Scott ScaranoWebsite: https://www.accountinghigh.com/LinkedIn: https://www.linkedin.com/in/scottscarano/Twitter: https://twitter.com/scottscaranoLearn more about Scott's firm, Padgett NCWebsite: https://raleigh.padgettadvisors.com/index.phpConnect with Blake Oliver, CPALinkedIn: https://www.linkedin.com/in/blaketoliverTwitter: https://twitter.com/blaketoliver/

0:00 Intro:57 What is EOS?2:30 What our company was like before EOS2:53 What is everyone watching?6:00 What was our operational structure before EOS13:05 Where we were 5 years ago and how we've changed13:20 Setting up the framework for EOS15:30 How EOS helped with leadership transitions16:20 Operating with a 60-90 day window16:30 Rocks17:00 Integrator and Visionary19:02 EOS has lead to company growth22:25 EOS has let the team excel at what they are good at25:05 L10's and problem solving29:32 What is your favorite thing about EOS?36:05 EOS has impacted personal life as well

Misti Ferris holds the “Integrator” seat at digital marketing agency Roger West Creative & Code, which means she ensures that everyone is dancing to the same beat called EOS (even the creatives). In addition to the Integrator role, Misti serves as Vice President of Operations, where her “3 M” mantra: marketer, minimalist and mom (of 4 daughters) is the driving force behind all things requiring structure, process and a firm yet loving nudge.In this episode, you'll learn: How EOS provides structure and discipline that still allows for creativity in agencies and marketing firms. Why providing transparency into the company's vision and goals builds trust and helps employees understand the purpose behind operational changes. How bi-directional feedback between managers and employees improves communication and relationships but takes time to implement fully. What tools are available for managing EOS, so companies should evaluate options based on their needs and preferences. Best practices on continuously documenting processes and procedures prepares agencies for growth opportunities like new clients, ventures, and services. Presenting Sponsor: ZenPilotIf you're an agency owner or leader looking to level up your operations and maximize your team's potential, then we have the perfect solution for you.ZenPilot knows that you are tired of wasting time on trial and error — that's why we provide tried-and-true solutions that will help you grow and scale quickly and sustainably.So, what are you waiting for?Go to zenpilot.com to learn more.Resources mentioned in this episode: Misti Ferris Linkedin Gray MacKenzie Linkedin Roger West Website EOS Website EOS Tools

AJ Nealey, Jennifer Hulbert, and Carl Hutchinson discuss their experiences with implementing EOS (Entrepreneurial Operating System) in their businesses. They highlight the benefits of EOS, such as increased accountability, better communication, and improved productivity. AJ Nealey, Nealey Auto Service, Edgewater, MD. AJ's previous episodes HERE Jennifer Hulbert, Service Plus Automotive, Calcium, NY. Facilitator for the Institute for Automotive Business Excellence. Carl Hutchinson, Complete Automotive, Springfield, MO. Listen to Carl's previous episodes HERE Show Notes: Watch Video Episode HERE (00:00:33 - 00:04:54) Experiences with implementing EOS in business and the benefits it has brought (00:02:27 - 00:03:15) Creating a classroom page on the website with modules that can be used for team training in the EOS Classroom Modules (00:04:55 - 00:05:16) The challenges of implementing EOS, including the need to change the whole mindset of how businesses are run (00:05:48) The key components of EOS, including vision, people, data, issues, process, and traction in the key components of EOS (00:07:18) The importance of the people component of EOS, including core values, expected behaviors, and the people analyzer tool (00:10:02) The benefits of networking with other industries at the EOS conference and how it helps to sharpen their tools in the toolbox (00:13:43) How EOS can be implemented on a smaller scale without the need for an implementer (00:15:35) Experiences with implementing EOS in businesses and how it has led to significant growth (00:18:09) The importance of identifying and addressing the five dysfunctions of a team, including trust, fear of conflict, commitment, and accountability (00:24:10) The speakers discuss the relationship between the visionary and integrator roles in a business, as outlined in the book "Rocket Fuel" (00:25:36) The importance of encouraging the free flow of information and ideas within a company, and how to address issues and frustrations (00:27:20) The use of software, such as Traction Tools and EOS One (00:28:51) The different types of meetings, including leadership and departmental meetings (00:29:57) The L10 meetings (00:32:10) The importance of transparency and avoiding silos in businesses (00:33:43) The importance of empowering employees to make decisions and share knowledge within the organization (00:34:32) The importance of creating a safe environment for employees to share their frustrations and ideas (00:35:18) The concept of "rocks" or goals in EOS, and how they are used to set targets for the company and individual positions (00:39:20) The importance of quarterly conversations with employees All books mentioned on our podcasts:

Entrepreneurs often face various challenges in their early stages, such as developing a clear vision, aligning their teams, setting goals and priorities, and building a scalable business model.To tackle these challenges, many businesses are turning to the Entrepreneurial Operating System (EOS), a management framework designed to help companies achieve growth and success.EOS provides a practical and actionable framework for entrepreneurial startups to develop a clear vision, build a strong team, establish processes, and achieve traction toward their goals.Tune in to this 5 Minute episode to learn more about how it can help you in your practice/business.Key Takeaways- What is EOS (00:43)- The greatest books to help you run your small business (01:36)- The integrator, implementer, and visionary (01:58)- How EOS can make your life easier (04:14)Additional Resources 

Ep.#1 [THEME SIX] Today we are kicking off theme six, How to Grow The Equity Value of Your Business. In this episode, Ryan Tansom is going solo to explain what's to come in the next couple of weeks within this theme. He explains the importance of setting a proper (and achievable) financial goal based on what you, as the business owner, want to take home in distributions each quarter. Ryan explains how setting a proper financial goal will help you become strategic with your budgeting and reinvest into the company with a desired ROI each quarter. This episode is a high-level overview of this theme. Throughout this series, we dive deep into financial planning, tying marketing into your financials, and discovering an easier way to map out your processes and procedures. //WATCH THE INTERVIEW ON YOUTUBE: Intentional Growth™ Podcast What You Will Learn How to set a proper goal (financial roadmap). Why just a revenue goal is not good enough. The correlation between setting a good financial goal and having the day-to-day constraints be worth it. How EOS and financial planning go hand in hand during annual planning. How the three financial statements will give you a clear lens on how to reinvest into the company every year. How proper budgeting can predict what you will make within the next year. The 50/50 budgeting rule and why it’s important. // USE YOUR FINANCIALS TO CLARIFY A PATH TOWARDS A MORE VALUABLE BUSINESS: Intentional Growth Financial Assessment Bio: Ryan Tansom started his entrepreneurial career at his family business where he was the Executive VP and responsible for the strategic, operational, and financial strategy of the $21 Million company. Ryan helped turn the company around and bring intentional focus to the right strategies which enabled it to be sold for 8 figures to a local competitor in 2014. Ryan took his experience and founded Arkona, with his partner Pat, to create theIntentional Growth™ Framework which helps owners grow the value of their company with an end in mind through educational training, fractional CFO services and strategic planning. Ryan also hosts the popular Intentional GrowthTM podcast that has 310+ episodes, 420k+ downloads and guests like Gino Wickman, John Warrillow, and the editors of HBR and Inc. Magazine. Ryan also has a passion for speaking and delivers frequent keynotes. After thousands of meetings and hundreds of podcast interviews, he has his finger on the pulse of the market like few others. Interview Quotes: 09:39 - “Only acquire a company that’s going to increase the value of your company and your chances of getting to that $12 million equity

In this episode, we dive into crafting and delivering your Company Core Values Speech quarterly. How? By sharing our own core values speech at The Bottom Line. We have our core values speech that happens every quarter. And we decided to share it for you to have an idea of what our team hears every quarter. Hopefully, you will find value in it. In March 2023, we will be celebrating 10 years as a business online. In January 2020, even before the pandemic actually hit, the company was facing some big decisions. Ultimately, we decided to adopt the EOS to help us get focused and clear on what we really wanted to do. In the two years of this three-year process, we have resolved our identity crisis and we have come back home to the vision, purpose, and mission that God set us on, all those years ago. And part of the EOS process is to have a quarterly core values speech for every team member to reflect on and have a conversation around it. Our core values are the foundations that our vision is built, therefore, we have to live out these core values every day.   In this episode, you will hear: How EOS has impacted the business Culture as the unseen force that drives operational results The importance of delivering a core values speech every quarter Our core values speech this quarter What every core value in our company looks like and doesn't look like Subscribe and Review Have you subscribed to our podcast? We'd love for you to subscribe if you haven't yet. We'd love it even more if you could drop a review or 5-star rating over on Apple Podcasts. Simply select “Ratings and Reviews” and “Write a Review” then a quick line with your favorite part of the episode. It only takes a second and it helps spread the word about the podcast. Supporting Resources: EOS Episode Credits If you like this podcast and are thinking of creating your own, consider talking to my producer, Emerald City Productions. They helped me grow and produce the podcast you are listening to right now. Find out more at https://emeraldcitypro.com Let them know we sent you.

This week's episode of The Rich Equation Podcast is a solo episode where I will talk about different management systems and how it can increase the probability of success in your business. A management system helps create the structure and direction that your team needs to achieve desired results. This applies to business organizations of all sizes, so having a system in place is the only way to deliver results, with accountability, so your team can focus on things that matter.  Highlights: 00:00 - Ashish Introduces the topic00:53 – Entrepreneurial Operating System (EOS) 02:45 – How EOS can provide operational structure even to small businesses03:13 – Defining short-term, middle-term, and long-term targets for your business 03:53 – How to achieve traction, where everyone in the team focuses and drives accountability to make their vision a reality 05:18 – Pebbles, rocks, and sand analogy as a way to prioritize mission-critical objectives05:52 – How I've used EOS for my business, and my experience using this framework06:50 – Right people right seats to ensure we place the right people in the correct roles07:28 – Balanced scorecard management system Links:   Check out some business management systems below: Entrepreneurial Operating System for BusinessBalanced Scorecard SystemSign up to the mailing list to receive special access and content here: https://therichequationpodcast.com/Check out previous episodes of The Rich Equation Podcast here: https://podcasts.apple.com/us/podcast/the-rich-equation/id1585002788 Let's Connect! Instagram: https://www.instagram.com/ashishnathu/Website: https://therichequationpodcast.com/

Kevin Hudson is the Founder & President at Keylan Management Group, which helps small and medium-sized businesses improve their selling and leadership effectiveness. He is also the founder and president of Integrator for Companies Running on EOS® Entrepreneurial Operating System which provides fractional integrator services for companies running on Entrepreneurial Operating System (EOS)®️ to help increase organization, clarity, structure, and accountability within their business.   In this episode, Kevin gives us a deep dive into EOS, how to use it for your business effectively and why it can be so helpful.  In this episode, Kevin also discusses:    How EOS helps Kevin run 2 businesses 1:47 The importance of accountability 6:15 Kevin's history with EOS 7:58 What makes EOS so transformational 6:16 The right size business for EOS and how to know when to implement 21:50 What Kevin likes to see on his clients scorecards 31:39 How Kevin keeps his money mindset strong and keeps himself motivated 35:41 Connect with Kevin:  Website |  https://www.hudsonintegrators.com/ Website | https://keylangroup.com/ LinkedIn | https://www.linkedin.com/in/kevin-hudson-b6697827/ Connect with Danielle: Website | https://www.kickstartaccountinginc.net/ Facebook | https://www.facebook.com/kickstartaccountinginc/ Instagram | https://www.instagram.com/kickstartaccounting  Twitter | https://twitter.com/KickstartAcct   Things Mentioned in Today's Episode:  Book your FREE Discovery call: https://kickstartaccountinginc.com/book-a-call/ Test your Financial Health: https://kickstartaccountinginc.com/checkmyfinancialhealth/   Learn how to pay yourself as a CEO - https://www.kickstartaccountinginc.com/getpaid  

Kevin Hudson is the Founder & President at Keylan Management Group, which helps small and medium-sized businesses improve their selling and leadership effectiveness. He is also the founder and president of Integrator for Companies Running on EOS® Entrepreneurial Operating System which provides fractional integrator services for companies running on Entrepreneurial Operating System (EOS)®️ to help increase organization, clarity, structure, and accountability within their business.   In this episode, Kevin gives us a deep dive into EOS, how to use it for your business effectively and why it can be so helpful.  In this episode, Kevin also discusses:    How EOS helps Kevin run 2 businesses 1:47 The importance of accountability 6:15 Kevin's history with EOS 7:58 What makes EOS so transformational 6:16 The right size business for EOS and how to know when to implement 21:50 What Kevin likes to see on his clients scorecards 31:39 How Kevin keeps his money mindset strong and keeps himself motivated 35:41 Connect with Kevin:  Website |  https://www.hudsonintegrators.com/ Website | https://keylangroup.com/ LinkedIn | https://www.linkedin.com/in/kevin-hudson-b6697827/ Connect with Danielle: Website | https://www.kickstartaccountinginc.net/ Facebook | https://www.facebook.com/kickstartaccountinginc/ Instagram | https://www.instagram.com/kickstartaccounting  Twitter | https://twitter.com/KickstartAcct   Things Mentioned in Today's Episode:  Book your FREE Discovery call: https://kickstartaccountinginc.com/book-a-call/ Test your Financial Health: https://kickstartaccountinginc.com/checkmyfinancialhealth/   Learn how to pay yourself as a CEO - https://www.kickstartaccountinginc.com/getpaid  

Have you hit the ceiling in your business? The problem with many companies though is they don't even know they've already hit it. That's why it's important to take a step back, reassess things around your business, and restructure the organization if necessary, so you can prepare yourself to scale. In today's conversation, Erik Cabral talks with Dennis Muro, VP at Indoor Air Technologies, about EOS, which stands for Entrepreneurial Operating System, and how it changed the trajectory of his business. Like many other entrepreneurs, Dennis didn't recognize he was already hitting the ceiling. After adopting the EOS, he learned to check his ego at the door in order to honestly see where things were at, where he was headed, and what needed to be done in between. Here are some power takeaways from today's conversation: Focusing on what you do best and putting the right people in the right seats How EOS has impacted his business When to know you've hit the ceiling Core values and building a culture of camaraderie in the business Recognizing when it's time for change Having the checks and balances to keep you away from the shiny stuff The importance of having a budget in your head Episode Highlights: Focus on What You Do Best You can't say “yes” to every single thing that comes your way so you have to focus on what you do best. Stop looking for the next shiny object and stay within your niche. Just because you like to take on a new challenge doesn't mean you have to take it. It may not be easily replicable in your business, which means that if no one else in the organization can take on that job, then you couldn't delegate it to anyone. Knowing When You've Hit the Ceiling A lot of entrepreneurs aren't actually aware that they've already hit the glass ceiling. And there are usually signs or red flags that you can identify if you're in that situation. It just takes awareness for you to recognize them. Recognize the things that might now be falling through the cracks which normally didn't happen, and think about why that's happening. Even if you've got the process and procedure for that, workflow may not be as smooth as it used to be. Usually, that happens when somebody is doing more than 100% of what they normally do. Either they're overworked or someone else is not doing what they're supposed to do. Carefully look at specific areas where you're struggling and be honest with yourself. How to Break Your Ceiling Surround yourself with other people in your industry who have scaled successfully because they already know what to do once you hit a certain ceiling and how to break through ceiling after ceiling. Dennis found that getting a coach was very helpful as well. Recognize when it's time to make a change. Stay true to your mission, your vision, and your core values because these are the checks and balances to keep you away from the “shiny” stuff. Resources Mentioned: Indoor Air Technologies Entrepreneurial Operating System Traction by Gino Wickman The E-Myth by Michael Gerber --- Support this podcast: https://anchor.fm/erikecabral/support

Looking to gain traction in your business? You've probably heard of some companies talking about how they adopted EOS and how it changed the trajectory of their business. EOS stands for Entrepreneurial Operating System which is based on a book called Traction by Gino Wickman. In this conversation, investor and attorney Brian Glass talks about how EOS changed their business – getting traction and getting on the right track. He talks about the different roles they're playing, finding the right people, and letting go of the people who don't share their vision. He also shares some nuts and bolts of the EOS process that make it the powerful machine that it is today. Learn how you, too, can gain traction in your business and your career – and change the way you do things in your organization. Here are some power takeaways from today's conversation: [01:23] Brian's family and career background [03:45] What brought him to real estate [10:47] The visionary and integrator roles [14:03] How the EOS works [17:39] Finding the right implementer [19:04] How EOS changed Brian's business [23:15] The hardest part of getting aligned on your vision [28:00] The role of an integrator [31:03] Looking at real estate as a lifestyle vision [37:23] Getting other people to do what they want [47:58] His experience being part of GoBundance Notable quotes from the Episode: "Sit down as a leadership team with your company. And you figure out – why are we here and what are we doing? What's our core focus?" “Our core focus is running a great business where people can thrive… it's providing a great opportunity for our employees to do well in their lives." “Make sure that you have the right people on the team in the first place, and then get them into the right position in the firm.” "People come and people go, and it's hard when people who have been here for a long time have to go. But everybody who we've fired or let go, we've waited too long for that conversation to happen." Connecting with the Guest Entrepreneurial Operating System Traction by Gino Wickman Instagram: @brianglassesq Connect with our growing community: Apply to GoBundance: https://www.gobundance.com/membership Instagram: https://www.instagram.com/gobundance/ Not a millionaire yet but want to be a part of our ecosystem? Check out EMERGE by GoBundance. Enroll Today! https://www.gobundance.com/emerge Interested in starting your own podcast or handing off your production to a qualified team? Email erik@onairbrands.com to learn how we're making the world better, one mic at a time.

How EOS and Mischief brilliantly capitalized on a TikTok moment with a genius response that went viral. CMO, Soyoung Kang and Mischief's ECD, Bianca Guimaraes share the back story of the brand and the moment.

Maria Baseggio worked in the corporate world for 10 years before starting her own coaching business Sage Insights. Since starting her business Maria has become a professional EOS® Implementer, helping entrepreneurs and their leadership teams get what they want from their business. Here are a few of the topics we'll discuss on this episode of Podcast Led Growth: How Maria went from working in corporate to starting her own consulting business. What the Entrepreneurial Operating System is and how it helps leadership teams. The challenges of having an inconsistent workflow and strategies you can use to counter this. How much time we should spend focused on business development. How having an assistant can help keep you accountable. How EOS has helped Maria build her business. Resources: Sage Insights Traction Strategic Coach Never Split the Difference Co-Active Coaching The Coaching Habit Trillion Dollar Coach Podcast Chef Connecting with Maria Baseggio: LinkedIn Twitter Email Connecting with the host:Sean Boyce on LinkedIn

Hosting food blogger retreats, diversifying your income streams, and capitalizing on your strengths with Liz Della Croce from The Lemon Bowl. ----- Welcome to episode 328 of The Food Blogger Pro Podcast! This week on the podcast, Bjork interviews Liz Della Croce from The Lemon Bowl about how she plans and runs food blogger retreats. Hosting Events When it comes to earning money as food creators, we usually think of the classic revenue streams like ads and sponsored content. But what about hosting events? That's what we're focusing on today! In this episode, Bjork chats with Liz about how she runs events and food blogger retreats in addition to her own food blog. You'll hear how she plans her events based on the desires of her attendees, how she gets brands involved with retreats, how she plans out her attendee lists, and more. It's a fantastic interview that will inspire you to think about how you can diversify your income streams and capitalize on your own strengths to grow your business. Enjoy! In this episode, you'll learn: What Liz shares on the Passion to Profit Podcast Some powerful mindset shifts that help her run her business What her team looks like How EOS works What implementers, integrators, and visionaries are How she diversifies her income How she gets the most out of her brand partnerships What kinds of events she holds Why she loves hosting food blogger retreats How she curates her retreats based on the wishes of her attendees How to get brands involved with retreats What tools she uses when planning her retreats How she determines the attendee list for her retreats Resources: The Lemon Bowl Get on the waitlist for the Passion to Profit Mastermind! Passion to Profit Podcast 276: Featured Podcast – Scaling Your Business & Providing Massive Value with Bjork on the Irie Lemon Podcast The Five Minute Journal EOS Traction Rocket Fuel AdThrive InfluenceKit Kolbe A Index Bob's Red Mill Skinnytaste Lexi's Clean Kitchen Microsoft Teams Handle the Heat The Food in my Beard Fresh Air Retreat Video 2021 Follow Liz on Instagram, Facebook, Pinterest, and TikTok Check out the Food Blogger Pro YouTube channel (and subscribe while you're there!) If you have any comments, questions, or suggestions for interviews, be sure to email them to podcast@foodbloggerpro.com. Learn more about joining the Food Blogger Pro community at foodbloggerpro.com/membership

It's never easy for a family when a loved one dies. But if, like many in the trades, that loved one is in charge of the family business, it can make it even more difficult. That's why you need succession planning. My guest today is Trevor Lively, President at Blue Jay Irrigation, who, along with his dad who was diagnosed with cancer, suddenly felt the pressure for succession planning in the worst possible circumstances. The experience taught Trevor the importance of preparing for the unexpected. In this episode, we discuss: - Trevor's experience with succession planning - How EOS helped ease the transition to new leadership - How Trevor is using video to grow the business. If you want to hear more stories from the trades, subscribe to Toolbox for the Trades on Apple Podcasts, Spotify, or here. Listening on a desktop & can't see the links? Just search for Toolbox for the Trades in your favorite podcast player.

Being too busy is a habit most of us would easily fall under the trap of. As an entrepreneur, a CEO, or a business leader, the things to do on your plate seem to feel like a never-ending task. But are you filling your time with high-value activities, or just complaining about being busy all the time? In today's episode, I have a chat with Emily Morgan on the power of delegation, the challenges that go along with it, and how EOS can help you get your metrics and systems in place. 4:26 Delegation is an energy management system8:32 How to work through the Delegate and Elevate tool of EOS16:19 Emily gives an overview of the five bottleneck behaviors of entrepreneurs from her e-book. Download a copy through this link: The Elevation Freedom Guide™19:58 How to know if you need an assistant or an Integrator28:34 Helping a dreamer get out of his stuck spot 29:28 Emily talks more about the isolationist and cocooning30:51 How EOS tools help eliminate a lot of fear in the business34:05 Handling your spare time35:22 Entrepreneurs are notorious for the hero bottleneck because we like to attribute our self-worth to being needed43:25 Delegation is all about having systems and processes in place47:41 Emily's passionate plea to entrepreneursValue your time because your time is what you're here for.  Know more about the Elevation Quarter™ Workshop here.    GET IN TOUCH:MARK LEARY: www.linkedin.com/in/markhlearywww.leary.ccEMILY MORGANhttps://www.linkedin.com/company/delegate-solutions/https://www.delegatesolutions.com/Production credit:Engineering / Post-Production: Jim McCarthyArt / Design: Immanuel Ahiable

For today's episode, Mike Paton pleads his case on the importance of strengthening your business’ core processes, and how systemizing the day-to-day is crucial to grow and scale your company.  How about starting with EOS® and making it pay off?7:41 Mike talks about his passion for process13:35 Getting the predictable stuff right every time changes everything 14:51 The first step is to get the leadership team aligned on what those core processes are21:53 Reactive versus proactive25:25 You can’t be great at predicting when you’re not great at systemizing30:30 A lack of clarity and alignment on processes creates people problems 36:10 How EOS® is a framework for bringing structure, clarity, and alignment first to your leadership team, and then to the rest of the organization39:57 Mike’s passionate plea to entrepreneursIf you’re not getting everything you want from your business or your life, make some changes to the way things are working until you get what you want.GET IN TOUCH:MARK LEARY: www.linkedin.com/in/markhlearywww.leary.ccMIKE PATONhttps://www.linkedin.com/in/mikepaton/https://www.eosworldwide.com/

Brad Larsen is the owner of RentWerx Property Management. A residential property management company based in San Antonio, Texas. After growing up in the midwest, he began his career in the United States Army. In 2002, after serving ten years in the military Brad left, as a captain and began pursuing a career in real estate. In this episode of the Intentional Greatness® podcast, Brad explains what made him move away from an employee mindset and pursue entrepreneurship. He tells us what systems he's implemented to help his business grow and succeed. Brad is also a podcast host for both the Property Management Mastermind Podcast show and Property Manager Broker Podcast show and founder of the Property Management Mastermind Conference along with Managers Round Table and the BizDev Mastermind coaching service. What you'll learn about in this episode: What drew Brad to real estate What the military taught Brad that helped with entrepreneurship The mindset that you must adopt to become an entrepreneur The large slap in the face that forced him to create a process in his business The first changes Brad made after starting EOS® How better procedures allow for more remote employees How EOS® reduces overhead costs The biggest challenge in implementing EOS® Resources: Website: https://pmmcon.com/ LinkedIn: https://www.linkedin.com/in/rentwerxbrad/ Facebook: https://www.facebook.com/ConPmm/ Twitter: https://twitter.com/ConPmm Developing An Entrepreneur Mindset Brad Larsen is the owner of RentWerx Property Management. A residential property management company based in San Antonio, Texas. After growing up in the midwest, he began his career in the United States Army. In 2002, after serving ten years in the military Brad left, as a captain and began pursuing a career in real estate. In this episode of the Intentional Greatness® podcast, Brad explains what made him move away from an employee mindset and pursue entrepreneurship. He tells us what systems he's implemented to help his business grow and succeed. Diving Into Unknown Territory Brad was always a hard worker and his experience as an athlete and in the army showcased his discipline. After reading the book Rich Dad, Poor Dad everything changed. He began to transition from an employee mindset to an entrepreneur mindset. Eventually Brad decided to leave the military and move to San Antonio, TX. Once he arrived he had his real estate license within 30 days and began a new career in real estate sales. Some people are able to dive in head first, Brad is one of those people. Mistakes That Lead To Success Brad began his real estate career in sales, but later transitioned into property management. He began RentWerx in his home and grew the business. The path to success is not always smooth. Brad experienced some embezzlement in his business and found that he needed a better system to prevent future incidents. He implemented procedures and systems using EOS, and found that business began to grow and become more successful. In our conversation Brad shares how implementing EOS, impacted his business growth.

Lee Wochner is the CEO and creative strategist of Counterintuity, a full-service marketing agency based in Burbank, California. We discuss how to launch successful marketing campaigns, craft eye-catching messaging, and how to identify and measure social impact.        Timestamps [01:28] Lee's entrepreneurial journey from playwriting to digital marketing [05:08] The main messaging behind Lee's brand: Counterintuity [08:11] How Lee built and scaled his company [10:51] How EOS impacts a company's growth [12:35] Lee and his company's 10-year target [13:56] Strategic differences between nonprofit and for-profit companies [16:04] How to instantly grab your reader's attention [19:05] Balancing strategy, marketing, and design  [23:16] How to conceive an identity that's unique to your client [27:36] How to launch marketing campaigns that attract your ideal customer [34:20] Definition of a high-performance marketing machine [39:25] Dissecting the 'marketing for now' strategy   [43:20] How to identify and measure social impact   Links and Resources Lee's LinkedIn Lee's Website Lee's Marketing Whitepaper Steve's soon-to-be-published book Steve's blog https://StevePreda.com

Zach Snyder, Membership Engagement Manager at the Grand Rapids Chamber of Commerce Discusses non-dues revenue idea for chambers of commerce from a major-metro chamber's perspective. Topics discussed include: COVID Grant Program CEO Roundtables / CEO Summit Consulting service for Diversity, Equity and Inclusion (DEI) Membership: targeted business focus E.O.S. – Entrepreneurial Operating System You will learn these non-dues revenue ideas: How COVID-19 grants can generate non-dues revenue How CEO Roundtables help businesses, particularly minority-owned businesses Monetizing Diversity, Equity and Inclusion training How member retention improves by targeting specific businesses How EOS, the Entrepreneurial Operating System re-focused this Chamber Hosted by Ed Burzminski, president of Chamber Marketing Partners, generating substantial non-dues revenue from chamber of commerce publications without using a turnkey publisher.

In this episode, I interview Steve Deller, Founder and CEO of Virid, a business that helps retailers navigate ecommerce best practices.   Time Stamps   [01:00] Steve's professional background and why he started his own company [03:40] How his company has evolved in the past 20 years [04:36] The unique features of a company that offers both professional services and technology products [06:36] Combining consulting and software implementation [10:46] How might ecommerce evolve in the future [12:36] How retailer websites can compete with Amazon [14:57] The main challenges Virid faced, and how they overcame them [18:11] Overhead challenges when transitioning from services to software [19:14] Steve's role models and what he learnt from them [20:41] Why Virid implemented the Entrepreneurial Operating System [23:52] How EOS helped Virid's business [28:04] Advice that Steve would give to his twenty-year-old self [31:08] How to diagnose issues with clients' ecommerce platforms     Links and Resources: Steve Deller's LinkedIn profile Virid's website Steve Preda's EOS blog Join a webinar with Steve Preda Book a free consultation with Steve Preda https://StevePreda.com

In this episode, I interview Matt Clark, the president and CEO of Corcentric — a Fintech company that helps companies to purchase, pay and get paid. We talk about Matt's origin story, his successes, his setbacks, and how he overcame them. Why Corcentric implemented EOS and their “Traction experience.”   Time Stamps   [01:15] How Matt learnt the ins-and-outs of running a business by watching his dad, a serial entrepreneur [04:26] Corcentric's size differentials when Matt took over and Corcentric's subsequent development into a steady growth business, and eventually a successful tech business [06:58] The main difference between running a traditional business versus a tech business. How the shaping of Matt's mentality by both types of business contributed to Corcentric's success [09:42] Matt's greatest successes and the efforts and challenges related to those successes [12:52] How Matt's fear of failure drives his success and eliminates doubt [14:29] Matt describes the potent fear that he experienced after landing the Daimler account [15:59] Matt's primary failures, and the lessons that he learnt from them [17:09] The people who inspired Matt and why [19:46] The lessons that Matt learnt from his father's response towards their family's bankruptcy [23:18] How Matt discovered the entrepreneurial operating system (EOS) and why he decided to implement it [26:09] How EOS accelerated the Concentric-Ameriquest merger, and made the merger more seamless [27:44] The EOS principle which stands out to Matt. How the principle of “rocks” helped Corcentric. [30:03] The gaps in EOS which Matt had to supplement for the sake of Corcentric's development [32:20] Advice that Matt would give to a past version of himself [34:55] How to contact Matt   Links and Resources: Corcentric's website Matt's LinkedIn profile Steve's EOS blog Join a webinar with Steve Book a free consultation with Steve https://StevePreda.com  

In this episode, I interview Nick Beavers, CEO of Media Cybernetics, a company that supplies image analysis software, typically used in industrial inspection routines. We talk about Nick's path to becoming the CEO of Media Cybernetics, as well as his insights from using the Entrepreneurial Operating System (EOS) at a tech company.   Time Stamps   [00:20] Media Cybernetics has been a scientific software provider since 1981. They extract quantitative measurements from images captured by microscopes or digital cameras. [01:58] Nick's family background and challenges growing up. [02:44] His brother's hardship caused Nick to mature earlier, to prioritize excellence, to make the most of life, and to be considerate of others. [03:57] Nick had an entrepreneurial spirit very early in his life. Examples of how he always managed to transform his interests into a business. [05:14] Nick began his career in the sciences, earning a Bachelor of Science in neurophysiology. However, he soon realized that this path was not meant for him. [06:00] How Nick stumbled upon Media Cybernetics. He began working there as a technical services representative, finding it challenging but fulfilling. [07:07] Initially, Nick took this job as a chance to build new skills and bolster his resume. How by 2019, he became the president of the company. How Nick bought the company 12 months later. [10:00] The biggest challenges that Nick faced when Media Cybernetics was still a public company and how he handled the pressure. [12:05] People management was another challenge. Nick's transition from individual contribution to building a strong team as his career advanced required a learning curve. [14:12] Nick's role models. [16:42] How Debbie Tyler, and his Vistage group, have provided support and advice. It is important to surround yourself with people who not only support you but are willing to critique you. [19:00] How EOS has helped Media Cybernetics to grow — Nick had been struggling to find a system where different components complemented one another. EOS gave him a holistic system for managing the business. [23:26] How EOS uses quirky and specific language to cut through the confusion and speed up communication. [24:32] Nick's experience in reconciling EOS with the agile framework that is often used by software development teams, as well as with distribution models used by tech companies. [31:00] The darkest stage of Nick's career [37:59] How to find out more about Media Cybernetics and Nick.   Conclusion Were you inspired by Nick's story? Have you faced similar struggles during your entrepreneurial journey? We would love to hear your questions and comments! Here are some resources that you might find helpful: Media Cybernetics website Nick's LinkedIn profile Email Nick Steve's EOS blog Join a webinar with Steve Book a free consultation with Steve https://StevePreda.com  

Today's Topics: 1.  It has nothing to do with you 2.  Keeping up with Google's Changes 3.  How EOS is changing my business  IT HAS NOTHING TO DO WITH YOU! As I have and will ALWAYS mention...the way others act has almost nothing to do with you.  It is as shocking as it is freeing to hear - and then finally accept - this nugget of wisdom.  I worked closely with The Possibility Coaches in Buckingham, PA who, through their brilliance finally got me to accept this fact.  When you feel left out, rejected, inappropriately treated, disrespected,...it has zippo do with you.  Someone may fail to obey the rules of your home, be kind, say thank you...and ya know what...it has zippo do with you.  They are operating with their own set of limiting beliefs. In your professional life - if you are working as hard as you can - and a client still calls to scream - it probably has nothing to do with you - for all you know their spouse just served them with divorce papers. You can not fill in the cracks of someone else's life - they have been programmed by forces that are greater than you in their life that include the idea that you may be insignificant.  Operate with integrity (remember there are no levels...there is just integrity) and unconditional love.  Make your boundaries known and clear to all.  This will transform your life. 2.  How do you Keep up with Google Changes.  If you are running a business, you know that SEO is important, but you've probably figured out that it's really hard to keep up on the changes and maintain your Google ranking your SEO.  How do you keep up with all of the changes?  Follow the experts!  If you have questions or want to know whom to follow...book a call with me and we can get you on the right path. 3.  Update on how my own hot mess is coming along.  I AM MAKING PROGRESS!  I'm implementing EOS (thanks again to Amy Porterfield).  New clients are rolling in - not as a direct result of any one thing I am doing, but instead I believe it is because I am showing the universe I'm getting it together.  I'm in a position to be hiring new staff and have, for the first time, put out a job description with the values I operate with so it is clear from the start the type of people I will hire.  Big projects are moving along...in big ways.  Getting stuff done! My marketing is shaping up, I'm starting to look more coordinated, delegating so I do not get stuck,    

The overarching goal of any business is to generate revenue, and an RFP win does just that. So, does your organization make RFPs a priority? Is the RFP process an integral part of your strategic plan? Or are RFPs just another item on a too-long list of to-dos? Katina Koller is a licensed Entrepreneurial Operating System (EOS) implementer, Vistage Chair and Executive Coach with the Foundry Community. She is passionate about optimizing organizations to achieve strong and sustainable financial performance AND align with their vision and purpose. Katina was the CEO of Northwire, Inc. for nine years, leading her team to the Inc. 5000 list as one of the fastest growing privately-held companies for two consecutive years. She also serves as a Business Mentor for Tech Launch Arizona. Today, Katina joins us to discuss the value of an outside perspective in developing a strategic vision and explain how EOS helps leaders align their team to a single, concise plan. She describes the parallels between good leadership and good parenting, speaking to the value of vulnerability and transparency in promoting ‘radical candor' in an organization. Katina also offers insight around setting realistic goals and focusing on greatness rather than scale. Listen in to understand why RFPs are crucial in increasing the value of your business and learn how to prioritize the RFP process as an important part of your company's strategic plan! Key Takeaways The value of an outside perspective in developing strategic vision How EOS helps leaders align their team to a single, concise plan Why RFPs are crucial in increasing the value of your business How to develop alignment of priorities through your value chain The parallels between good leadership and good parenting Why vulnerability and transparency are crucial leadership skills Why many business leaders fail to implement their big ideas How to prioritize RFPs and eliminate distractions Katina's insight around being great vs. being BIG The top mistakes leaders make that prevent business growth Taking on too much, unrealistic goals Distracted by other opportunities Connect with Katina Email katina.koller@outlook.com Katina on LinkedIn Connect with Lisa Lisa's Website Lisa on Twitter Lisa on Facebook Lisa on LinkedIn Subscribe on iTunes Resources Gina Catalano on The RFP Success Show Radical Candor: Be a Kickass Boss Without Losing Your Humanity by Kim Scott Fierce Conversations:  Achieving Success at Work and in Life One Conversation at a Time by Susan Scott Crucial Conversations: Tools for Talking When Stakes are High by Kerry Patterson, Joseph Grenny, Ron McMillan and Al Switzler The Five Dysfunctions of a Team: A Leadership Fable by Patrick Lencioni Rita Gunther McGrath Small Giants: Companies That Choose to Be Great Instead of Big by Bo Burlingham The ONE Thing: The Surprisingly Simple Truth Behind Extraordinary Results by Gary Keller and Jay Papasan Essentialism: The Disciplined Pursuit of Less by Greg McKeown The RFP Success Book by Lisa Rehurek

Mike Paton joins me today to talk about how EOS® (the entrepreneurial operating system) and Traction can help you accelerate your business. Mike is the “visionary” of EOS Worldwide. He is a consultant to the massive client base looking to EOS® to identify the problems and strengths of their businesses. He shares what his job entails and how someone like him can help a struggling business. As an adopter of EOS® in my own business, I highly recommend this operating system for small businesses. It is a great tool. Mike and I explain the two-year process that businesses go through to get their business into a healthier state. EOS is not a quick process, but it is totally worth the time and resources invested in it. You will learn about: Mike's book with EOS Worldwide's founder called Get a Grip. Mike's business background. What is EOS? How to use EOS in your business? The 6 components of the EOS process. The importance of working with the “big picture” in mind. Common results Mike sees with his clients. Why EOS works. How to clarify roles within the company. What is the integrator role in a company? What is the visionary role in a company? Finding and maintaining passion in the business. How EOS works for family businesses. Why EOS is a great option for businesses. We've talked in the past about making things easier in your business by using all the tools you have available to you. Today we're talking specifically about EOS, or Entrepreneurial Operating System, as a way to free up some of your time and help you run your business more efficiently. Not every company is a good fit for EOS, of course, but our guest today (Mike Paton) says it's important to pick just one operating system to work with so everything aligns in the software world and also between the humans who use those systems. Transparent Operations Mike identifies six key areas to assess when looking at implementing an EOS®. Typically once EOS® is in place, if there are issues in these key components, you'll see evidence of that pretty quickly and therefore be able to get to the root of the problem. In Mike's own words, here are the 6 key components of EOS® in order to gain Traction® that you should evaluate: Vision — Getting everybody on the same page with where you’re going and how you plan on getting there; People — Making sure you have great people in your business so you can achieve your great vision; Data — Running the business on a handful of objective numbers rather than the feelings, egos and emotions that so often are the basis of decisions in an entrepreneurial company; Issues — Because when your vision, people and data components are strong, your organization is transparent. This means all your problems, challenges and obstacles are smoked out. You need to be good at issues resolution at this point. Get good at recognizing, prioritizing and resolving your issues for the long-term greater good; Process — Getting the most important stuff in the business done the right and best way every time, even when you’re not there to manage everybody closely. It creates consistency and