Podcast appearances and mentions of josh elledge

The Transformative Power of Whole-Person Mentoring: Lessons from Ryan King of Ardent MentoringIn this episode of The Thoughtful Entrepreneur, host Josh Elledge interviews Ryan King, Co-Founder and CEO of Ardent Mentoring, a nonprofit organization that connects impact-driven entrepreneurs with faith-based mentors. Ryan shares how Ardent's “whole-person” mentoring approach helps leaders integrate faith, family, and purpose with professional growth. The conversation explores how mentorship can restore balance, build resilience, and inspire generosity in both business and life.Mentoring the Whole PersonRyan explains that true success goes beyond revenue—it's about becoming the kind of person who can sustain success. Through Ardent Mentoring, leaders are paired with seasoned mentors who focus on faith, family, and identity alongside strategic growth. This holistic approach ensures entrepreneurs don't just build profitable businesses—they build meaningful lives.He describes how mentorship fosters accountability, vulnerability, and emotional well-being. Entrepreneurs often operate in isolation, but having a trusted guide provides both wisdom and community. Mentors offer perspective not only on business challenges but also on personal development and spiritual alignment.Ryan also emphasizes servant leadership and generosity as cornerstones of sustainable impact. By putting others first, empowering teams, and modeling humility, leaders can create ripple effects of growth and transformation across their organizations and communities.About Ryan KingRyan King is the Co-Founder and CEO of Ardent Mentoring, a nonprofit connecting high-capacity entrepreneurs with faith-driven mentors. With a background in business leadership and spiritual development, Ryan is passionate about helping leaders integrate purpose and performance through whole-person mentoring.About Ardent MentoringArdent Mentoring bridges the gap between business success and personal fulfillment. Its mission is to support entrepreneurs through confidential, one-on-one mentoring relationships that integrate professional strategy, faith, and life purpose. Learn more or get involved at ardentmentoring.org.Links Mentioned in This EpisodeRyan King on LinkedInArdent Mentoring WebsiteKey Episode HighlightsThe importance of whole-person mentoring that integrates faith, family, and leadership.How vulnerability and community combat entrepreneurial isolation.Servant leadership as a foundation for sustainable growth and culture.The power of non-dualistic thinking in navigating leadership challenges.Why generosity and mentorship are essential for long-term impact.ConclusionRyan King's perspective on whole-person mentorship challenges leaders to redefine success—not as achievement alone, but as alignment of purpose, relationships, and service. His work through Ardent Mentoring demonstrates that when leaders grow in both heart and skill, they build businesses that create lasting impact. True transformation begins when we lead with humility, connect with community, and measure success by how much good we do in the world.

The Power of Purpose-Driven Storytelling: Expert Insights from Renee FrojoIn this episode of The Thoughtful Entrepreneur, host Josh Elledge interviews Renee Frojo, Founder of A Good Reputation and a leading brand storyteller and content strategist. Renee shares her journey from journalism to entrepreneurship and explains how purpose-driven storytelling helps brands build emotional connections, inspire loyalty, and stand out in a crowded marketplace. Her insights empower business owners and marketers to create narratives that not only attract attention but also drive authentic engagement and trust.Building an Authentic Brand Through StorytellingRenee's career began in journalism, where she learned the value of clarity, truth, and empathy in communication—skills that now fuel her approach to brand storytelling. She believes that every business has a deeper purpose beyond its products or services, and uncovering that “why” is key to building lasting resonance with customers. Through workshops, interviews, and strategic messaging, Renee helps clients craft stories that humanize their brands and communicate meaning with consistency and confidence.She emphasizes that storytelling is not about marketing spin—it's about emotional truth. By sharing real experiences and values, businesses can inspire action without relying on sales-driven language. Renee illustrates this through client success stories, such as a small bakery that turned its founder's personal journey into a powerful brand mission about resilience and second chances.Renee also encourages entrepreneurs to prioritize rest and intentional reflection as part of the creative process. Taking time to recharge—something she personally practices through travel and mindfulness—fuels fresh perspectives and long-term creativity. Building a purposeful business means designing space for both inspiration and sustainability.About Renee FrojoRenee Frojo is a brand storyteller, content strategist, and founder of A Good Reputation, where she helps purpose-driven companies clarify their messaging, strengthen their reputations, and tell stories that connect deeply with their audiences. Drawing from her background in journalism and marketing, she bridges authenticity and strategy to help brands grow through the power of story.About A Good ReputationA Good Reputation is a strategic storytelling consultancy that works with entrepreneurs, startups, and established brands to develop authentic narratives, content strategies, and messaging frameworks. The firm's mission is to help businesses communicate with empathy and purpose, fostering connection and credibility in every story they tell. Learn more at agoodreputation.com.Links Mentioned in This EpisodeRenee Frojo on LinkedInA Good Reputation WebsiteKey Episode HighlightsThe importance of uncovering your brand's “why” to create deeper connections.Storytelling as a tool for authenticity, not just marketing.How rest and reflection enhance creativity and business sustainability.The role of emotional truth in building customer trust.Why brands should focus on meaning and mission over constant selling.ConclusionRenee Frojo's approach reminds us that effective branding starts with empathy, self-awareness, and storytelling rooted in purpose. When businesses tell stories that reflect their values and impact, they don't just stand out—they inspire...

Navigating Payroll and HR in the Cannabis Industry: Insights from Marc Rodriguez of Green Leaf Payroll & Business Solutions Inc.The cannabis and hemp industries are growing rapidly but face some of the most complex compliance and regulatory challenges in business today. In this episode, host Josh Elledge speaks with Marc Rodriguez, Co-founder and CEO of Green Leaf Payroll & Business Solutions Inc., about how cannabis companies can overcome payroll, HR, and benefits hurdles. Marc shares how his firm helps businesses navigate industry-specific issues like federal restrictions, Section 280E taxation, and labor peace agreements—offering a roadmap for building compliant, scalable operations.Building Compliance and Resilience in a Complex IndustryMarc explains that cannabis companies operate in an environment where traditional payroll providers often refuse service, leaving them vulnerable. Green Leaf was founded to fill that gap—helping businesses stay compliant while managing payroll, HR, and benefits seamlessly across vertically integrated operations. The company's experience in taxation, union reporting, and state-specific labor requirements allows clients to focus on growth rather than administrative chaos.Beyond compliance, Marc draws parallels between his personal CrossFit discipline and business health, stressing that consistent “maintenance” is key. Just as injury prevention requires intentional effort, so does building a company that can weather regulatory shifts and operational challenges. Green Leaf's approach blends proactive compliance with strategic consulting, ensuring clients have both protection and flexibility.He also emphasizes technology and leadership involvement in decision-making. From implementing user-friendly HR platforms to developing transparent 401(k) options for cannabis employees, Green Leaf helps clients elevate both operations and culture. Marc encourages CEOs to view HR and payroll as strategic assets, not afterthoughts, and to surround themselves with specialized partners who understand their industry's nuances.About Marc RodriguezMarc Rodriguez is the Co-founder and CEO of Green Leaf Payroll & Business Solutions Inc., specializing in payroll, HR, benefits, and recruiting solutions for the cannabis and hemp industries. A recognized leader in regulated markets, Marc is passionate about helping business owners build compliant, efficient, and sustainable organizations through expertise and transparency.About Green Leaf Payroll & Business Solutions Inc.Green Leaf Payroll & Business Solutions Inc. provides comprehensive HR, payroll, and benefits services tailored specifically for cannabis and hemp businesses. The company partners with clients across cultivation, manufacturing, and retail to streamline operations, ensure compliance, and manage growth effectively. Learn more at greenleafbizsolutions.com.Links Mentioned in This EpisodeMarc Rodriguez on LinkedInGreen Leaf Payroll & Business Solutions Inc.Key Episode HighlightsCannabis businesses face unique payroll, tax, and compliance challenges.Green Leaf specializes in Section 280E compliance and labor peace agreements.Proactive HR “maintenance” is vital to long-term business health.Technology and leadership alignment drive stronger employee experiences.Expert partnerships are essential in high-regulation...

How AI and No-Code Tools Are Transforming Business: Insights from Sean Weisbrot of We Live to BuildTechnology is evolving faster than ever, and businesses that don't adapt risk falling behind. In this episode, host Josh Elledge interviews Sean Weisbrot, Founder and CEO of We Live to Build, to explore how artificial intelligence and no-code tools are revolutionizing business operations and software development. Sean, who has interviewed more than 260 founders and investors, shares powerful insights on how these tools are reshaping entrepreneurship, empowering non-technical founders, and creating scalable opportunities for growth.Building Smarter, Faster, and More Accessible BusinessesSean explains that AI is not just improving efficiency—it's transforming how companies think and operate. From automating manual processes to enabling rapid data-driven decision-making, AI is now a core component of modern business strategy. Sean also discusses the mindset shift among founders who are embracing automation and using AI as a strategic partner, not just a productivity tool.He introduces the concept of “vibe coding,” where AI is used to build and iterate software faster than ever before. Through tools like Cursor, Lovable, and Bubble, founders can now develop full-fledged applications in days, eliminating traditional barriers to innovation. These no-code and low-code platforms are democratizing access to technology, allowing visionaries without deep technical backgrounds to test ideas and build products with speed and confidence.Sean emphasizes that while AI agents and automation offer incredible potential, success depends on customization, trusted implementation, and ethical use. He warns against one-size-fits-all solutions and stresses the importance of choosing partners who understand your business goals. His message to founders is clear—stay curious, experiment boldly, and use technology to create meaningful, scalable impact.About Sean WeisbrotSean Weisbrot is the Founder and CEO of We Live to Build, a media and consulting platform focused on empowering entrepreneurs through AI, automation, and community. As a serial entrepreneur and host of the We Live to Build podcast, Sean has interviewed hundreds of founders, executives, and innovators, distilling their lessons into actionable insights for business leaders worldwide.About We Live to BuildWe Live to Build is an entrepreneurial education platform and podcast that helps founders grow, automate, and scale their businesses using modern technology. The brand offers interviews, tutorials, and consulting focused on AI, no-code development, and business systems that drive sustainable growth. Learn more at welivetobuild.com.Links Mentioned in This EpisodeSean Weisbrot on LinkedInWe Live to Build WebsiteKey Episode HighlightsAI is transforming both business operations and founder mindsets.“Vibe coding” enables faster, more accessible software development through AI.No-code and low-code tools empower non-technical founders to build MVPs quickly.Automation works best when customized and ethically implemented.Podcasting remains a powerful tool for networking and business growth.ConclusionAI and no-code platforms are opening new doors for innovation, scalability, and entrepreneurship. As Sean Weisbrot explains, success in this new era comes from pairing curiosity with strategy—using tools wisely,...

How to Scale and Exit Your Business the Right Way: In-Depth Insights from Josh DavisMany founders and CEOs find themselves caught in the day-to-day grind, unsure how to grow their business sustainably—or how to prepare for an eventual exit. In this episode, host Josh Elledge interviews Josh Davis, five-time founder, Chairman and CEO of JL Davis Enterprises, and one of Canada's Top 40 Under 40. Drawing from his own entrepreneurial journey and experience selling a fast-growing logistics company, Josh shares a step-by-step guide for scaling, systemizing, and ultimately creating a business that can thrive independently of its founder.Building for Scalability and Exit SuccessJosh emphasizes that every entrepreneur should build their business as if they plan to sell it, even if they never do. A “sale-ready” company—one with clear processes, reliable systems, and strong leadership—is not only more valuable to buyers but also far easier to manage. Founders who invest early in documentation, automation, and leadership development create companies that can grow sustainably and operate smoothly without their constant involvement.A critical part of scaling is having the right people in the right roles. Josh explains that businesses often plateau because of leadership gaps or founder dependency. He recommends regularly auditing your organizational structure, empowering key hires, and fostering a culture of ownership across all levels. By delegating effectively, founders free themselves to focus on strategy rather than daily operations.When it comes to exits, planning years in advance is key. The best outcomes happen when founders clean up financials early, minimize founder reliance, and work with experienced advisors well before they're ready to sell. Josh's firm helps business owners navigate this process, whether they're preparing for acquisition, seeking investors, or simply aiming for a more autonomous company.About Josh DavisJosh Davis is a five-time founder and the Chairman & CEO of JL Davis Enterprises, where he helps entrepreneurs scale and position their businesses for successful exits. Recognized as one of Canada's Top 40 Under 40, Josh has led multiple ventures in logistics, consulting, and investment, combining hands-on leadership with a passion for mentorship and sustainable business growth.About JL Davis EnterprisesJL Davis Enterprises partners with founders and CEOs to optimize growth, streamline operations, and prepare businesses for sale or succession. The firm offers consulting, advisory, and acquisition services designed to help companies become more scalable, profitable, and self-sufficient. Learn more and access free resources at jldavisenterprises.com.Links Mentioned in This EpisodeJosh Davis on LinkedInJL Davis Enterprises WebsiteKey Episode HighlightsBuild your business as if you plan to sell it—whether you do or not.Hire and empower leaders who can run the business without constant founder input.Document and automate processes to enable scalability and efficiency.Prepare for a strategic exit years in advance, not months before selling.Invest in mentorship and expert advisors to avoid costly mistakes early on.ConclusionScaling and exiting a business successfully requires vision, structure, and discipline. As Josh Davis...

Unlocking E-Commerce Success: Expert Insights on Shopify, AI, and B2B with Mac King of DomaineIn today's fast-changing digital landscape, success in e-commerce requires more than great products—it demands innovation, strategy, and adaptability. In this episode, host Josh Elledge interviews Mac King, Co-Founder and Chief Revenue Officer of Domaine, a leading Shopify agency, to explore the latest trends transforming online retail. From the power of AI-driven shopping and B2B growth on Shopify to the revival of branded mobile apps, Mac shares proven strategies for brands aiming to elevate their digital presence and thrive in 2025 and beyond.How AI and Shopify Are Reshaping the Future of E-CommerceMac King emphasizes that artificial intelligence is revolutionizing how consumers discover, compare, and purchase products. AI-powered assistants like ChatGPT are becoming personal shopping guides, meaning brands must optimize their Shopify stores for visibility in these new AI-driven discovery channels. Structured data, schema markup, and detailed product descriptions are no longer optional—they're essential for ensuring your brand appears in AI-generated recommendations.Beyond search, AI also enables personalization that rivals the in-store experience. With tools that track preferences, sizes, and purchase histories, online retailers can now deliver tailored recommendations, dynamic content, and real-time support. Mac advises brands to think like a trusted in-store associate: anticipate customer needs, use data wisely, and make every online interaction feel personal.He also highlights Shopify's growing role in the B2B space. With new features such as wholesale portals, custom pricing, and ERP integrations, Shopify empowers businesses to serve both direct consumers and trade buyers from a single platform. Combined with the resurgence of branded mobile apps—offering direct engagement through push notifications and loyalty rewards—these innovations position brands for long-term growth and customer retention.About Mac KingMac King is the Co-Founder and Chief Revenue Officer (CRO) of Domaine, where he leads revenue strategy and client partnerships. With years of experience in digital commerce and Shopify development, Mac helps brands integrate technology, storytelling, and customer experience to drive measurable growth. His expertise spans DTC, B2B, and omnichannel strategy.About DomaineDomaine is a top-rated Shopify Plus agency specializing in strategy, design, and custom development for growing e-commerce brands. The company partners with clients across industries to optimize digital storefronts, streamline backend systems, and create seamless, revenue-driving customer experiences. Learn more at meetdomaine.com.Links Mentioned in This EpisodeMac King on LinkedInDomaine WebsiteKey Episode HighlightsAI is transforming how consumers shop, acting as a personalized discovery engine.Shopify's built-in B2B tools create new revenue opportunities for growing brands.Personalization through AI can replicate the “in-store” experience online.Branded mobile apps are regaining popularity for loyalty and direct engagement.Optimizing your store for AI visibility is essential for long-term competitiveness.ConclusionThe future of e-commerce is intelligent, integrated, and deeply personal. As Mac King explains, embracing AI, optimizing for new discovery channels,...

Mastering Personal Branding in the Age of AI: Insights from Lauren DavisIn a world increasingly shaped by digital visibility and AI-driven search, personal branding has become a necessity—not a luxury. In this episode, host Josh Elledge interviews Lauren Davis, Founder of Lauren Davis Creative, who shares her five-step framework for building an authentic, memorable, and future-proof personal brand. From storytelling and search visibility to nurturing community and staying adaptable, Lauren offers actionable advice for professionals and entrepreneurs who want to stand out and connect meaningfully in 2024 and beyond.Building a Personal Brand That Grows with YouLauren Davis's approach to personal branding is rooted in intentionality and authenticity. Drawing on her experience as a record store owner turned branding consultant, she emphasizes that branding isn't about perfection—it's about connection. Every interaction online contributes to your personal narrative, and managing that narrative proactively ensures your audience sees the real you.Her five-step process begins with being findable online—optimizing search results, claiming your digital space, and differentiating your name or identity. Next, she highlights curating your brand experience: ensuring your website, visuals, and messaging reflect who you are today. From there, it's about nurturing relationships through value-driven content, genuine engagement, and consistent communication. Lauren also underscores the power of storytelling, urging professionals to build community through shared experiences. Finally, she recommends auditing your brand regularly to stay relevant as trends, technology, and your personal goals evolve.Lauren points out that AI is reshaping how personal brands are discovered, with search engines and chatbots pulling from public content to form impressions. To stay ahead, professionals must be proactive—keeping profiles current, managing reputation across platforms, and using keywords and narratives that align with how they want to be found. The key takeaway? A personal brand isn't built overnight; it's cultivated through clarity, consistency, and connection over time.About Lauren DavisLauren Davis is a personal branding strategist, speaker, and Founder of Lauren Davis Creative, where she helps entrepreneurs and professionals build impactful, human-centered brands. Known for her practical frameworks and genuine approach, Lauren has guided thousands of clients in defining their identity, refining their messaging, and increasing visibility through storytelling, strategy, and community building. She is also the host of The Real Personal Branding Podcast.About Lauren Davis CreativeLauren Davis Creative is a brand development and personal growth consultancy helping professionals and business owners establish and evolve their digital presence. The firm's mission is to empower clients to take control of their narrative through personalized brand strategy, visibility coaching, and creative storytelling that authentically connects with audiences.Links Mentioned in This EpisodeLauren Davis on LinkedInLauren Davis Creative WebsiteKey Episode HighlightsPersonal branding is about connection and clarity, not perfection.Being findable online is the foundation of a strong digital presence.Storytelling and community foster deeper audience relationships.Regular brand audits keep your message current and aligned.AI is transforming...

Mastering LinkedIn in 2024: Expert Strategies from MAIA DigitalLinkedIn has become more than just a job-hunting platform—it's now the go-to space for business growth, personal branding, and professional influence. In this episode, host Josh Elledge interviews Shay Thieberg and Eli Igra Serfaty, co-founders of MAIA Digital, to discuss how individuals and companies can maximize their visibility and results on LinkedIn. They explore the platform's latest features, user behavior trends, and actionable strategies that turn casual networking into meaningful business opportunities.The Future of LinkedIn: Engagement, Authenticity, and OpportunityAccording to Shay and Eli, LinkedIn has evolved into a powerful ecosystem for professionals, executives, and business owners who want to establish thought leadership. Unlike other social platforms, most LinkedIn users are senior decision-makers—and yet only 1% create content. This creates a huge opportunity for consistent, authentic voices to stand out and build authority.The duo emphasizes that engagement is the new currency on LinkedIn. Thoughtful comments and conversations often generate more visibility than standalone posts, as they demonstrate credibility and spark genuine interaction. They also discuss LinkedIn Sales Navigator as a high-ROI tool when used to build relationships instead of sending mass messages. In addition, features like LinkedIn newsletters and optimized company pages are underused assets that can rapidly expand reach, SEO visibility, and brand trust.Ultimately, Shay and Eli highlight that success on LinkedIn requires consistency, community, and clarity of purpose. Whether you're growing a business, nurturing partnerships, or positioning yourself as an industry expert, being authentic, data-informed, and strategically visible are the keys to long-term impact on the platform.About MAIA DigitalMAIA Digital is a LinkedIn-first marketing and branding agency founded by Shay Thieberg and Eli Igra Serfaty. The agency specializes in helping founders, executives, and companies amplify their presence through optimized content strategies, profile makeovers, and engagement-driven growth campaigns. MAIA Digital's mission is to help professionals move from passive users to active influencers who attract business organically.About Shay Thieberg & Eli Igra SerfatyShay Thieberg and Eli Igra Serfaty are LinkedIn growth experts and co-founders of MAIA Digital. With backgrounds in marketing, communications, and business development, they help clients convert online visibility into real-world opportunity. Together, they've developed frameworks that merge analytics, psychology, and storytelling to help professionals grow faster and more authentically on LinkedIn.Links Mentioned in This EpisodeShay Thieberg on LinkedInEli Igra Serfaty on LinkedInMAIA Digital WebsiteKey Episode HighlightsLinkedIn has evolved into a professional ecosystem for branding, sales, and thought leadership.Only 1% of users post content, meaning consistent engagement can create outsized visibility.Commenting and genuine interaction often outperform standalone posts.LinkedIn newsletters and company pages are underutilized tools for authority and SEO growth.Authenticity, engagement, and clear positioning drive long-term success on LinkedIn.ConclusionThe insights shared by Shay and Eli make one thing clear:...

How to Build a High-Performing Sales Team in a Founder-Led Business: Insights from Nicholas LoiseFor many small and midsize business owners, sales can be both the engine and the bottleneck of growth. Founder-led sales will only take a company so far before scalability demands process, structure, and leadership. In this episode, host Josh Elledge speaks with Nicholas Loise, Founder of Sales Performance Team, who shares practical strategies for transitioning from founder-driven selling to building a high-performing, self-sustaining sales organization.Building a Scalable Sales SystemNicholas Loise explains that most founders struggle with hiring salespeople because they underestimate how different it is to sell for a small business compared to a large enterprise. Without the backing of a big brand, sales success depends on grit, creativity, and adaptability. He emphasizes that before hiring, founders must document their entire sales process—from prospecting and discovery to objection handling and closing—so new hires have a clear roadmap to follow.Once the playbook is in place, Nicholas recommends hiring two salespeople at once to increase the chances of success, benchmark performance, and encourage healthy collaboration. He also stresses the importance of investing heavily in the first 90 days, creating structured onboarding, shadowing opportunities, and clear milestones to ensure quick ramp-up and retention. Compensation should be simple and transparent, typically a mix of base salary plus commission that motivates results while providing stability during onboarding.Finally, Nicholas discusses how to maintain oversight without micromanaging. Delegating sales effectively requires trust—but also process. Regular reviews, feedback loops, and continuous updates to your playbook keep the system strong. By using objective assessment tools and focusing on cultural fit, founders can build sales teams that scale sustainably and deliver consistent performance long after they've stepped out of the front-line role.About Nicholas LoiseNicholas Loise is the Founder of Sales Performance Team and a seasoned sales strategist who helps founder-led businesses build scalable, high-performing sales teams. With decades of experience in sales leadership, Nicholas specializes in designing sales playbooks, recruiting and onboarding top-performing reps, and aligning compensation structures that drive profitable growth.About Sales Performance TeamSales Performance Team helps $1M–$25M companies transition from founder-led selling to a system-driven sales organization. The firm provides fractional sales leadership, sales team recruitment, onboarding systems, compensation design, and proven frameworks that help founders replace intuition with strategy—and build a sales team that consistently delivers results.Links Mentioned in This EpisodeSales Performance Team WebsiteNicholas Loise LinkedIn ProfileKey Episode HighlightsFounders often struggle to hire sales reps because they underestimate how different small-business selling is from enterprise sales.Documenting your entire sales process—from prospecting to closing—is essential before stepping out of the role.Hiring two salespeople at once improves benchmarking, morale, and retention while reducing hiring risk.Strong onboarding within the first 90 days directly impacts sales performance and long-term success.Keep compensation plans simple, transparent, and performance-driven to attract and retain top...

Navigating Digital Transformation in Construction: Expert Insights from Huw Roberts, CEO of PMWEBThe construction industry is evolving at a critical pace—balancing traditional processes with the rise of AI, automation, and digital transformation. In this episode of The Thoughtful Entrepreneur, host Josh Elledge sits down with Huw Roberts, CEO of PMWEB, to discuss how construction firms can modernize operations, improve efficiency, and adopt outcome-driven technology strategies. Huw shares actionable insights for leaders navigating uncertainty, highlighting the need for clear goals, practical innovation, and consistent learning to build resilient, future-ready organizations.The Digital Shift in ConstructionThe construction industry is one of the largest in the world but also among the slowest to digitize. Huw Roberts explains that while many sectors have embraced automation and AI, much of construction still depends on manual workflows, spreadsheets, and outdated systems. This creates inefficiencies that technology can help solve—if applied with purpose.Huw stresses that digital transformation isn't about adopting the latest tool; it's about aligning technology with specific outcomes. Whether the goal is faster project delivery, better collaboration, or improved forecasting, success starts with defining measurable results and working backward from there. Companies should begin with small pilot projects, gather feedback, and scale successful initiatives across the organization.Ultimately, balancing innovation with caution is essential. Large enterprises can absorb the risks of experimentation, while small and mid-sized businesses must focus on clear returns. By adopting an outcome-focused mindset and continuously learning from both wins and failures, construction firms can achieve meaningful transformation without sacrificing stability.About Huw RobertsHuw Roberts is the CEO of PMWEB, where he leads a global team dedicated to transforming how organizations plan, manage, and deliver construction and real estate projects. With a background in architecture and decades of experience in technology leadership, Huw bridges design, innovation, and business strategy to help clients improve performance and embrace the digital future of project management.About PMWEBPMWEB is a leading enterprise software platform that streamlines construction and real estate portfolio management. Designed for performance and transparency, PMWEB equips organizations with the tools to manage costs, schedules, and outcomes through data-driven decision-making. The company's integrated approach enables project teams to operate more efficiently and deliver measurable business results.Links Mentioned in This EpisodeHuw Roberts LinkedInPMWEB WebsiteKey Episode HighlightsThe construction industry remains one of the least digitized but most opportunity-rich sectors.AI and automation are transforming project management efficiency.Outcome-focused decision-making ensures measurable and sustainable innovation.Pilot programs help companies minimize risk while adopting new technology.PMWEB empowers organizations to modernize processes and maximize ROI.ConclusionHuw Roberts' insights reveal that digital transformation in construction isn't just about technology—it's about clarity, adaptability, and purpose. By focusing on measurable outcomes, leveraging AI strategically, and empowering teams with the right tools, leaders can drive lasting...

Building a High-Performance Workplace Culture: Insights from Matthew Person's “Four I's” MethodologyIn this episode of The Thoughtful Entrepreneur, host Josh Elledge speaks with Matthew Person, business strategist, M&A advisor, and Founder & Managing Director of Town Square Business Advisors. Matthew shares his framework for building a high-performance workplace culture—one that blends structure with freedom and aligns values with execution. His “Four I's” methodology—Identity, Instruction, Intercommunication, and Information Feedback—helps companies create environments where clarity, collaboration, and accountability thrive.Rethinking Culture: The Four I's FrameworkMatthew Person explains that too many companies try to copy “Best Places to Work” models without understanding what makes their own teams unique. He emphasizes that culture is not about perks or imitation—it's about clarity of purpose and alignment with organizational identity. The first pillar, Identity, defines who you are as a company and why you exist, serving as a foundation for decisions, relationships, and results.The next two pillars, Instruction and Intercommunication, address how organizations operate and communicate. Instruction provides structure—ensuring that processes, roles, and expectations are clear—while intercommunication builds trust by encouraging open, consistent dialogue. When both elements are strong, teams move cohesively, information flows effectively, and leaders can focus on strategy rather than micromanagement.Finally, Information Feedback turns culture into a living, adaptive system. Feedback, Matthew explains, should be consistent, transparent, and actionable—not reserved for annual reviews. Together, the Four I's create what he calls constrained independence—a balance between freedom and boundaries that empowers innovation without chaos. The result is a culture that performs with purpose, resilience, and shared accountability.About Matthew PersonMatthew Person is the Founder and Managing Director of Town Square Business Advisors, where he works with executives and business owners to enhance strategy, leadership, and organizational culture. With decades of experience in mergers, acquisitions, and business growth advisory, Matthew developed the Four I's framework to help leaders build clarity, cohesion, and confidence into every level of their company.About Town Square Business AdvisorsTown Square Business Advisors partners with business leaders and organizations to create sustainable growth through strategic clarity, operational excellence, and people-centered culture. The firm specializes in M&A advisory and executive consulting, helping companies align their leadership, systems, and communication for long-term success.Links Mentioned in This EpisodeMatthew Person on LinkedIn: https://www.linkedin.com/in/matthewdperson/Town Square Business Advisors: www.townsquare-advisors.comKey Episode HighlightsGreat culture isn't copied—it's created from your company's authentic identity.The Four I's—Identity, Instruction, Intercommunication, and Information Feedback—form a foundation for success.“Constrained independence” gives employees freedom within clear boundaries.Consistent, transparent feedback fosters trust and continuous improvement.Alignment between stated values and real behavior...

Building Authentic Connections: Daniel Andrews on Friendship, Hospitality, and Low-Barrier NetworkingIn this episode of The Thoughtful Entrepreneur, host Josh Elledge talks with Daniel Andrews, serial entrepreneur, connector, and mentor, about transforming both personal and professional relationships through authenticity and intentional hospitality. Daniel shares how small, simple actions—like inviting people over for dinner or scheduling short, genuine networking calls—can create powerful, lasting connections. His approach replaces the pressure of traditional networking with openness, generosity, and genuine curiosity, helping people connect more meaningfully in an increasingly digital world.Building Relationships Through Simplicity and HospitalityDaniel Andrews believes that hospitality is not about perfection but presence—making people feel seen, valued, and welcomed. He and his wife regularly host dinners to strengthen friendships, emphasizing that consistency and simplicity make connection sustainable. Whether in business or personal life, Daniel says hospitality creates space for trust, conversation, and belonging.Beyond hosting, Daniel encourages using technology to remove barriers to connection. He creatively uses Calendly for dinner invites, allowing friends to pick a convenient date and eliminating the friction of group planning. His philosophy: make it easy for people to say “yes” by lowering the stakes and setting clear expectations.Daniel also applies these principles to business networking. Instead of formal sales meetings, he prefers 20-minute, no-pressure “get-to-know-you” calls that prioritize relationship-building over pitching. He calls introductions the “currency of trust,” explaining that when you thoughtfully connect two people, you share your credibility and strengthen all three relationships. For Daniel, connection is not about collecting contacts—it's about building a network of genuine, mutually beneficial relationships.About Daniel AndrewsDaniel Andrews is a seasoned entrepreneur, mentor, and relationship builder who champions authentic connection in both business and life. Known for his thoughtful approach to hospitality and low-barrier networking, Daniel has helped countless leaders and entrepreneurs strengthen relationships, expand their communities, and find deeper fulfillment through intentional connection.Links Mentioned in This EpisodeDaniel Andrews on LinkedInKey Episode HighlightsHospitality is about presence, not perfectionUse simple tools like Calendly to make invitations and connections effortlessBoundaries make connection easier, not harderReplace transactional networking with short, intentional conversationsThoughtful introductions build credibility and long-term trustConsistency and low-pressure gatherings are key to lasting relationshipsConclusionDaniel Andrews reminds us that meaningful connection doesn't require grand gestures—it starts with small acts of intentionality. By simplifying invitations, embracing hospitality, and focusing on authenticity over perfection, we can nurture relationships that enrich both business and life. Genuine networking isn't about volume; it's about trust, presence, and care.

How Business Owners Can Scale and Thrive in the Age of AI: Insights from Dan GoodsteinIn this episode of The Thoughtful Entrepreneur, host Josh Elledge sits down with Dan Goodstein, Founder of The Business Therapist and President of IRPA AI, to explore how business owners can scale smarter and thrive amid rapid technological change. With years of experience in tech, marketing, media, and coaching, Dan offers practical advice on leveraging AI, building community, and creating systems that support sustainable growth in today's fast-paced environment.Scaling Smarter in the AI EraDan emphasizes that too many business owners are working in their businesses rather than on them. He highlights the importance of stepping back, joining peer communities, and embracing outside accountability through coaching or masterminds. These practices create space for strategy, innovation, and balance—especially critical as AI reshapes how we work.AI, he explains, is now leveling the playing field for small and midsize businesses, giving them access to tools once reserved for large corporations. From AI-driven sales assistants to automated lead generation and CRM integrations, these technologies help streamline operations, enhance personalization, and improve ROI. Dan also encourages owners to adopt a “pilot-first” approach—testing tools on a small scale before company-wide implementation to ensure measurable results.Finally, Dan shares actionable strategies for using AI in sales, from automating outreach to personalizing follow-ups, while maintaining the human connection that drives lasting relationships. His advice is clear: start small, stay consistent, and focus on impact over volume. AI isn't about replacing people—it's about empowering them to spend more time on high-value, strategic work.About Dan GoodsteinDan Goodstein is the Founder of The Business Therapist, a platform helping entrepreneurs build scalable, resilient companies through coaching, peer networks, and strategic support. He also serves as President of IRPA AI, a global association focused on intelligent automation and digital transformation. Dan is the host of The Digital Leader Show and a frequent speaker on AI, business growth, and leadership innovation.About The Business TherapistThe Business Therapist provides business owners with the community, coaching, and resources they need to scale sustainably. Through mastermind groups, advisory programs, and peer-to-peer learning, the organization helps leaders step back from daily operations to focus on vision, systems, and growth strategy.Links Mentioned in This EpisodeThe Business Therapist WebsiteIRPA AI WebsiteDan Goodstein LinkedIn ProfileKey Episode HighlightsWhy every business owner needs community and strategy days.How AI tools are helping small businesses compete with large enterprises.Actionable ways to use AI in sales and marketing.Tips for choosing and integrating AI technologies effectively.The importance of focusing on sustainability, not just speed, in scaling.ConclusionDan Goodstein's message is simple but powerful: you can't scale by doing more—you scale by doing smarter. By stepping back, building support systems, and embracing AI-driven tools, business owners can transform the way they grow and operate. The future belongs to leaders...

Building B2B Authority in the AI Era: Actionable Strategies from Kathleen Lucente of Red Fan CommunicationsIn this episode of The Thoughtful Entrepreneur, host Josh Elledge sits down with Kathleen Lucente, Founder and CEO of Red Fan Communications, to explore how B2B companies can build lasting authority and credibility in the AI-driven digital landscape. Kathleen shares her expertise in modern PR, brand storytelling, and thought leadership, offering a roadmap for high-growth companies to adapt to the era of zero-click searches and AI-powered visibility.Building B2B Authority in the Age of AIKathleen explains that traditional SEO strategies are no longer enough. With nearly 60% of Google searches ending without a click, brands must now focus on being discoverable through AI summaries, thought leadership, and digital authority—not just website traffic. She introduces her “Revenue Bridge” framework, built around three pillars: authority, credibility, and reputation. Authority opens doors, credibility converts, and reputation sustains long-term growth.To stand out in this new environment, Kathleen encourages businesses to refresh their brand narratives, ensuring they reflect what truly differentiates them in the market. She emphasizes multi-channel storytelling and the importance of developing multiple internal thought leaders who can each represent distinct aspects of a company's expertise. The goal isn't just visibility—it's being referenced, quoted, and trusted by both humans and AI systems alike.Finally, she underscores that thought leadership is now a direct revenue driver. By educating your audience, securing media coverage, and engaging authentically online, companies can strengthen their digital footprint and boost conversions. Kathleen's message is clear: in the AI era, influence happens before the click. B2B leaders must build public credibility that algorithms and audiences alike can recognize and trust.About Kathleen LucenteKathleen Lucente is the Founder and CEO of Red Fan Communications, a strategic communications firm based in Austin, Texas. With over two decades of experience, she has helped startups and Fortune 500 companies alike transform their PR and marketing strategies. Her firm specializes in brand narrative development, executive thought leadership, and communications strategies that drive measurable business growth.About Red Fan CommunicationsRed Fan Communications is a full-service strategic communications agency that helps high-growth B2B companies stand out in crowded markets. The firm partners with clients to elevate authority, strengthen reputation, and connect PR efforts directly to revenue. Through storytelling, content strategy, and media relations, Red Fan ensures brands remain relevant, discoverable, and influential in the AI-powered age.Links Mentioned in This EpisodeRed Fan Communications WebsiteKathleen Lucente LinkedInKey Episode Highlights60% of searches now end without a click—visibility requires AI optimization.Kathleen's “Revenue Bridge” framework: authority, credibility, and reputation.How to refresh your brand narrative to attract modern B2B buyers.Why thought leadership drives both awareness and revenue.Practical steps to build multi-channel visibility and executive trust.ConclusionKathleen Lucente's insights reveal that building authority today means adapting to the invisible influence of AI. By...

Mastering Productivity: How to Treat Time Like Cash and Build Sustainable SuccessIn this episode of The Thoughtful Entrepreneur, host Josh Elledge sits down with Andrew Hartman, Founder and CEO of Time Boss, to explore a transformative approach to productivity. Andrew challenges the traditional hustle mindset, advocating instead for sustainable focus, intentional time management, and a “time-as-cash” philosophy. Their discussion reveals how leaders can achieve meaningful results by aligning energy, setting boundaries, and working smarter—not harder.Rethinking Productivity: Sustainability Over HustleAndrew explains that productivity isn't about staying busy—it's about getting the right things done. He encourages founders and executives to treat time like a limited resource, allocating it intentionally toward high-impact work. By setting a weekly “time budget,” business leaders can prioritize key results, prevent burnout, and maintain clarity around what truly matters.He also highlights the importance of sustainability over short-term sprints. Hustle can drive short bursts of progress, but without recovery, it leads to exhaustion. Instead, Andrew recommends anchoring to a steady baseline of work hours and recharging regularly to stay consistent. He reminds leaders that “boundaries aren't restrictive—they're empowering.” The discipline of protecting your time actually frees you to focus more deeply on creative and strategic work.Lastly, Andrew emphasizes the power of working in your zone of genius—the tasks that energize you and align with your strengths. Delegating draining work and using simple, familiar tools for time management (like a calendar or to-do list) can dramatically boost both productivity and satisfaction. True efficiency, he says, comes not from shiny new apps, but from consistent habits and clear priorities.About Andrew HartmanAndrew Hartman is the Founder and CEO of Time Boss, a productivity training company that helps entrepreneurs and executives design intentional, sustainable schedules for success. With years of experience coaching business owners, Andrew has developed frameworks like “time-as-cash” and “intentional time budgeting” to help clients achieve more by doing less—without burnout.About Time BossTime Boss is a coaching and training platform dedicated to helping professionals reclaim their time and focus on meaningful results. Through masterclasses, workshops, and personalized consulting, Time Boss equips individuals and teams to set clear priorities, align their energy with their goals, and create balance between work and life.Links Mentioned in this EpisodeTime Boss WebsiteAndrew Hartman LinkedIn ProfileKey Episode HighlightsWhy productivity is about results, not busynessHow to apply the “time-as-cash” framework for better boundariesCreating a weekly time budget for focus and clarityWorking in your “zone of genius” to maximize energy and impactWhy sustainable habits outperform constant hustleConclusionAndrew Hartman's insights remind us that success isn't built on endless work—it's built on intention, focus, and balance. By treating time as your most valuable currency, setting boundaries, and operating in your strengths, you can create both sustainable productivity and a fulfilling lifestyle.

Mastering B2B Lead Generation in the Age of AI: Expert Insights from Bill RiceIn this episode of The Thoughtful Entrepreneur, host Josh Elledge speaks with Bill Rice, founder of Bill Rice Strategy Group and Kaleidico. Bill shares his expertise in B2B marketing, lead generation, and the evolving role of AI in shaping how businesses attract and convert clients. Drawing from decades of experience in fintech, mortgage lending, and legal industries, Bill offers actionable insights for executives and agencies looking to thrive in a rapidly changing digital landscape.The New Rules of B2B Lead GenerationBill explains that B2B marketing has evolved beyond traditional methods like cold outreach and Google Ads. Today's success depends on creating digital surface area—the online footprint of content, profiles, and engagement that helps AI and algorithms recognize your expertise. He emphasizes that consistent, clear messaging across blogs, websites, and social platforms allows both search engines and large language models (like ChatGPT) to identify and recommend your brand as an authority.A key part of Bill's strategy is leveraging LinkedIn for executive visibility. He encourages business leaders to post regularly, engage thoughtfully, and use the platform as a stage for thought leadership. Sharing authentic stories, insights, and industry perspectives humanizes your brand while establishing credibility. This kind of visibility not only attracts potential clients but also builds trust and familiarity long before the sales conversation begins.Bill also discusses how AI and large language models are reshaping the buyer's journey. AI-driven referrals are becoming more influential than traditional SEO, as they provide context-aware recommendations tailored to user needs. He advises business owners to ensure their digital content is well-structured, easy to interpret, and consistently reinforces their niche expertise. By combining thoughtful content creation, AI awareness, and genuine personal branding, companies can build scalable, first-party lead generation systems that produce sustainable results.About Bill RiceBill Rice is the Founder of Bill Rice Strategy Group and Kaleidico, two leading agencies specializing in B2B marketing and lead generation. With over 20 years of experience across finance, law, and senior living sectors, Bill helps executives and organizations develop first-party lead systems, optimize digital presence, and harness AI for measurable business growth. He is also the creator of The Executive Brief, a weekly newsletter featuring actionable insights for leaders navigating the intersection of marketing and technology.About Bill Rice Strategy GroupBill Rice Strategy Group is a marketing consultancy that helps businesses build first-party lead generation systems through strategy, content creation, and AI-driven insights. With a focus on long-term growth and client ownership of marketing assets, the firm empowers organizations to elevate their brand authority, generate consistent leads, and adapt to the rapidly evolving digital landscape.Links Mentioned in this EpisodeBill Rice Strategy GroupBill Rice LinkedIn ProfileThe Executive Brief NewsletterKey Episode HighlightsHow AI is reshaping B2B lead generation and client discoveryWhy digital surface area boosts visibility and credibilityThe power of LinkedIn for executive thought leadershipBuilding sustainable, first-party lead...

Realigning Your Business with Passion: Expert Insights from Kara DuffyIn this episode of The Thoughtful Entrepreneur, host Josh Elledge interviews Kara Duffy, CEO and Founder of KDCC International, who helps entrepreneurs and business owners realign their work with their passions and strengths. Kara shares how reconnecting with what you love can reignite purpose, boost profitability, and prevent burnout. Through her experience coaching creative leaders and building businesses, she offers clear, actionable steps to simplify operations, find your “zone of genius,” and create a company that feels as good as it performs.Building a Passion-Aligned BusinessKara believes that success starts with alignment—when your business reflects your purpose and energizes you daily. She explains that many entrepreneurs drift from their passion over time, taking on clients or projects that drain creativity and joy. Her “lemonade stand” philosophy encourages founders to strip back to what they do best and build from that foundation. By focusing on a single core offering, simplifying operations, and delegating distractions, business owners can regain clarity, increase profitability, and rediscover fulfillment in their work.Operating in your “zone of genius,” Kara says, means spending most of your time on high-value, joyful activities. She urges leaders to delegate or eliminate everything outside that zone and to audit weekly tasks for alignment. Through this lens, even niche businesses—like boutique creatives or specialists serving small, passionate audiences—can thrive when they stay authentic and focused. When clarity replaces clutter, it becomes easier to attract dream clients who align with your mission and values.Kara also emphasizes that business is a lifestyle, not just a job. She encourages entrepreneurs to design companies that support their personal rhythms and long-term well-being. Whether it's taking “mini holidays” to recharge or fostering genuine client relationships, the goal is to create a sustainable balance. Her signature mantra—“Stop Selling, Start Sharing”—captures her belief that authenticity and generosity are the true engines of business growth. When you lead with purpose and share what you love, success follows naturally.About Kara DuffyKara Duffy is the CEO and Founder of KDCC International, a business coaching and consulting firm dedicated to helping entrepreneurs and creative leaders build businesses that are both profitable and purposeful. With extensive experience guiding founders through growth and realignment, Kara helps clients simplify, scale, and reconnect with their mission. She is also the author of Stop Selling, Start Sharing, a guide to authentic, purpose-driven business.About KDCC InternationalKDCC International empowers entrepreneurs and teams to build high-impact, passion-driven businesses through strategic coaching, workshops, and consulting. From clarity and culture to profitability and purpose, KDCC helps leaders align their operations with their vision—creating companies that thrive from the inside out.Links Mentioned in this EpisodeKDCC InternationalKara Duffy LinkedIn ProfileKey Episode HighlightsHow to simplify your business using the “lemonade stand” approachWhy working in your “zone of genius” leads to sustainable successHow to declutter your business like the KonMari MethodTurning your business into a lifestyle you loveBuilding authentic connections through sharing, not sellingConclusionAs Kara Duffy reminds us, business success isn't just about growth—it's about alignment. When your...

When Is Your Business Ready for a Fractional CFO? Expert Insights from Laresa McIntyreAs your business scales, the financial landscape becomes increasingly complex. Many founders find themselves overwhelmed by cash flow management, forecasting, and financial decision-making—realizing their passion alone isn't enough to sustain growth. In this episode, host Josh Elledge interviews Laresa McIntyre, fractional CFO and Founder of Rockbridge CFO, who shares her insights on when to bring in a fractional CFO, how to prepare for that step, and how doing so can transform your business operations and confidence.The Right Time to Hire a Fractional CFOLaresa explains that a fractional CFO is a part-time financial executive who provides strategic planning, forecasting, and financial insight—without the cost of a full-time hire. Businesses typically benefit when revenue reaches the $1M–$2M mark or when decision-making starts to rely too heavily on gut instinct instead of data. She highlights clear signs that a company is ready for financial leadership: outgrowing basic tools like QuickBooks, feeling uncertain about profitability, or needing clarity around cash flow and personnel costs.A fractional CFO doesn't just manage numbers—they partner with founders to bring order, foresight, and peace of mind. Laresa shares how implementing more detailed financial reporting and proactive cash flow forecasting helps business owners understand where their money is going, where it should go next, and how to allocate it efficiently. This support allows leaders to step back from financial stress and focus on strategy, growth, and innovation instead.For founders still below seven figures, Laresa recommends starting early by setting up robust accounting systems and forecasting tools. Preparation ensures a fractional CFO can deliver maximum value once engaged. By building these systems in advance, founders avoid reactive decisions and gain clarity on how each financial move impacts long-term scalability.About Laresa McIntyreLaresa McIntyre is the Founder and Fractional CFO at Rockbridge CFO, where she helps businesses gain financial clarity, improve profitability, and scale strategically. With years of experience supporting founders and executive teams, she specializes in transforming financial chaos into actionable growth strategies.About Rockbridge CFORockbridge CFO provides strategic financial leadership for growing companies through fractional CFO services. The firm focuses on forecasting, profitability analysis, and cash flow management—empowering business owners to make confident, data-driven decisions without the expense of a full-time CFO.Links Mentioned in this EpisodeRockbridge CFOLaresa McIntyre LinkedIn ProfileKey Episode HighlightsSigns your business is ready for a fractional CFOHow financial forecasting improves decision-makingCommon gaps in accounting systems for scaling companiesThe emotional and strategic benefits of CFO partnershipHow to prepare your financial foundation before reaching seven figuresConclusionHiring a fractional CFO isn't just about managing your finances—it's about reclaiming your time, focus, and confidence as a leader. As Laresa McIntyre explains, the right time to bring in a CFO is when you're ready to grow with clarity and strategy instead of stress and guesswork. Whether your business is at $500K or $5M, proactive financial leadership can set the foundation for sustainable, scalable success.

Navigating the 2025 SMB Landscape: Proactive Tax Strategies and Expert Insights from Adam WilliamsSmall and medium-sized business owners are facing unprecedented challenges in 2025, from rapid legal changes to AI-driven disruption. In a recent episode, Josh Elledge sat down with Adam Williams, author and Co-founder of Pennywise Tax Strategies, to explore actionable strategies for SMB founders navigating complex tax, legal, and operational environments. Adam shared insights on proactive tax planning, leveraging expert advisors, and adapting to technological changes to help businesses thrive in an increasingly dynamic landscape.The Power of Proactive Tax PlanningAdam emphasizes that reactive tax preparation is no longer sufficient for SMBs looking to maximize profits and future-proof their businesses. Forward-thinking strategies like auditing profit and loss statements, employing family members, leveraging the Augusta Rule, choosing the right business entity, and utilizing cost segregation can save businesses significant money while maintaining compliance. He also highlights the importance of ongoing education and expert advisors, ensuring owners can confidently navigate new laws, AI integration, and changing economic conditions.Proactive planning goes beyond minimizing taxes—it's about optimizing operations and leveraging every available advantage. SMB owners can use these strategies to automate processes, structure their teams effectively, and ensure every deduction, credit, or exemption is captured. Adam's guidance demonstrates how combining thoughtful planning with expert support allows businesses to remain agile, profitable, and competitive in 2025 and beyond.Entrepreneurs who implement these strategies not only reduce risk but also position their businesses for sustainable growth. From cost-saving opportunities to AI-driven efficiency improvements, the insights Adam shared provide a clear roadmap for SMB founders seeking long-term success. By taking a proactive approach, business owners can reclaim control over their finances, optimize operations, and confidently scale their enterprises.About Adam WilliamsAdam Williams is the Co-founder of Pennywise Tax Strategies and a seasoned author focused on actionable tax and business advice for small and medium-sized enterprises. With deep expertise in tax planning, business law, and strategic consulting, Adam empowers SMB owners to make informed decisions that maximize profits and minimize risk.About Pennywise Tax StrategiesPennywise Tax Strategies helps small and medium businesses implement proactive tax planning, optimize deductions, and leverage financial strategies to grow efficiently. Their team specializes in forward-looking solutions that combine expert knowledge with practical, actionable tactics for entrepreneurs navigating a rapidly evolving business environment.Links Mentioned in this EpisodePennywise Tax StrategiesAdam Williams LinkedInKey Episode HighlightsHow SMBs can navigate complex tax and legal changes in 2025Strategies for proactive tax planning and financial optimizationLeveraging expert advisors and mastering profit and loss statementsTips for employing family members, leveraging the Augusta Rule, and entity selectionInsights on cost segregation and maximizing deductions for SMBsConclusionThe 2025 SMB environment demands proactive planning, strategic partnerships, and a keen understanding of tax and operational opportunities. Adam Williams' insights provide a roadmap for entrepreneurs seeking to thrive amid uncertainty by optimizing finances, leveraging expert guidance, and positioning...

Growth Through Acquisition: Lessons from Navy Veteran and Entrepreneur Gary MacDermidEntrepreneurship often requires both discipline and strategic vision, and few embody that combination like Gary MacDermid—a Navy veteran turned successful business acquirer, investor, and author. In a recent episode of The Thoughtful Entrepreneur, host Josh Elledge sat down with Gary to discuss his journey from military service to civilian business leadership, offering actionable strategies for veterans and entrepreneurs alike. This post distills key insights from the conversation, focusing on growth through acquisition, creative financing, and the importance of intentional goal-setting.Accelerating Growth Through Acquisition and Strategic Goal-SettingGary emphasizes that acquiring businesses—rather than relying solely on organic growth—can rapidly scale revenue, talent, and operational capacity. By identifying complementary businesses and overlaying high-value services, entrepreneurs can unlock immediate opportunities and enhance client value. Creative financing options, such as seller financing, SBA loans, and private investors, make acquisitions accessible even without deep upfront capital, allowing business owners to pursue strategic growth without overextending resources.Veterans, in particular, benefit from leveraging military discipline and intentional goal-setting, which Gary details in his book Set Your Own Goals or Someone Else Will. He recommends defining clear milestones, breaking down actionable steps, and seeking mentorship or peer accountability to navigate complex business decisions effectively. Beyond acquisition strategies, Gary stresses the importance of cultural integration and communication to ensure smooth transitions for both clients and staff, ensuring that growth is sustainable rather than just rapid.For all entrepreneurs, Gary underscores the value of overlaying high-ticket services on acquired businesses, continuously learning from new markets, and integrating processes that drive efficiency. Whether transitioning from military service or expanding an existing business, the principles of acquisition, strategic financing, and clear goal-setting serve as powerful levers to accelerate success.About Gary MacDermidGary MacDermid is a Navy veteran, investor, business acquirer, and author of Set Your Own Goals or Someone Else Will. He leverages his military experience and entrepreneurial expertise to help veterans, career changers, and business leaders strategically grow and scale their businesses.About Gary's CompanyGary specializes in growth through acquisition, creative financing, and advisory services that empower entrepreneurs to expand efficiently while maintaining operational and cultural integrity. His methods help businesses unlock hidden value and pursue strategic opportunities with confidence.Links Mentioned in This EpisodeGary MacDermid Website: https://garymacdermid.comBook: Set Your Own Goals or Someone Else WillKey Episode HighlightsGary's journey from Navy service to entrepreneurshipBenefits of growth through acquisition over organic growthStep-by-step approach to buying and integrating a businessCreative financing strategies: seller financing, SBA loans, private investorsOverlaying high-ticket services to maximize revenueIntentional goal-setting framework for veterans and career changersConclusionGary MacDermid's insights demonstrate that disciplined strategy, smart acquisition, and intentional goal-setting are essential tools for accelerating growth. By leveraging military experience, creative financing, and high-value service overlays, entrepreneurs and veterans alike can unlock...

Mastering Social Media Advertising in 2024: Expert Insights from Madison Hollimon of Mad Marketing HouseIn the rapidly evolving world of social media marketing, staying ahead of platform trends, AI tools, and audience expectations is critical. In a recent podcast episode, Josh Elledge interviewed Madison Hollimon, CEO and Founder of Mad Marketing House, who shared her expertise in content creation, paid advertising, and user-generated content (UGC) strategies. This post breaks down key insights and actionable tips for businesses looking to optimize their social media campaigns and maximize engagement in 2024.Navigating Paid Ads, UGC, and AI in Social Media MarketingMadison emphasizes that effective social media marketing requires blending creativity with data-driven strategy. By leveraging authentic UGC, businesses can increase engagement and build trust, while paid advertising helps amplify reach and drive conversions. Combining AI tools with human oversight ensures campaigns are optimized efficiently without losing the personal touch that resonates with audiences.She also highlights the differences between B2B and B2C advertising, explaining that B2B campaigns require precise targeting on platforms like LinkedIn, while B2C campaigns rely on broad reach across Meta and TikTok. Madison stresses that paid advertising is most effective when aligned with strategic goals, proper budgeting, and ongoing monitoring, emphasizing that quick wins come from smart investments rather than guesswork.Finally, Madison encourages brands to embrace authenticity and storytelling while adopting AI and automation cautiously. Keeping content relatable and visually appealing ensures campaigns stand out amid algorithm changes and evolving consumer behavior. Businesses that blend technology with creativity are positioned to achieve higher ROI and long-term brand loyalty.About Madison HollimonMadison Hollimon is the CEO and Founder of Mad Marketing House, a full-service social media marketing agency specializing in content creation, paid advertising, and strategic campaigns for both B2B and B2C brands. With a focus on combining creativity, strategy, and data, Madison helps businesses scale their social presence and engage audiences effectively.About Mad Marketing HouseMad Marketing House is a creative agency that helps businesses craft authentic content and implement high-performing social media campaigns. Leveraging UGC, AI tools, and strategic paid advertising, the agency works with entrepreneurs, product-based businesses, and personal brands to maximize engagement, conversions, and ROI.Links Mentioned in this EpisodeMad Marketing House WebsiteMadison Hollimon LinkedInInstagram: @madmarketinghouseKey Episode HighlightsThe importance of authentic user-generated content for engagement and trust.How AI and automation can optimize campaigns without replacing human oversight.Strategic differences between B2B and B2C social media advertising.Tips for paid ad budgeting, targeting, and monitoring to maximize ROI.Future trends in social media marketing and content strategy.ConclusionSocial media marketing in 2024 demands a balance of creativity, strategy, and technological savvy. Madison Hollimon's insights highlight how brands can leverage UGC, paid advertising, and AI tools to drive engagement and achieve measurable results while staying authentic and audience-focused.

Sustainable Digital Advertising: How Purpose-Driven Brands Can Reduce Their Carbon Footprint and Boost PerformanceDigital advertising powers much of the online economy, but it comes with a hidden cost: a significant environmental impact. In a recent podcast, Josh Elledge spoke with Avril Tomlin-Hood, CEO & Founder of boa, a strategic sustainable digital media buying agency. They explored how brands can take meaningful action to reduce emissions while improving ad performance, offering practical strategies for purpose-driven marketing.Making Digital Advertising Sustainable Without Sacrificing PerformanceAvril explains that digital ads consume energy across servers, data centers, and real-time bidding platforms, creating “scope 3” emissions that many brands overlook. She emphasizes the importance of auditing campaigns, measuring emissions, and eliminating waste in the media supply chain. By optimizing targeting, frequency, and placements, companies can reduce unnecessary impressions and improve return on ad spend.Choosing sustainable partners and platforms is another key step. Boa encourages brands to prioritize agencies and publishers that use renewable energy and have verified carbon reduction goals. Communicating these efforts authentically—through case studies, blog posts, and social media—helps brands build trust and demonstrate real commitment to sustainability.Finally, Avril highlights the growing role of AI and the challenges of “walled gardens” like Google and Meta, which can complicate planning while increasing energy consumption. She advises marketers to stay agile, evaluate environmental impact alongside campaign effectiveness, and start with small improvements that scale over time. Sustainable advertising isn't just responsible—it's often more efficient and profitable.About Avril Tomlin-HoodAvril Tomlin-Hood is CEO & Founder of boa, a strategic sustainable digital media buying agency. With a focus on purpose-driven brands, she helps businesses reduce their digital carbon footprint while optimizing advertising performance and audience engagement.About boaBoa partners with companies to deliver eco-conscious media buying solutions that prioritize both performance and sustainability. Their services include auditing digital campaigns, optimizing targeting, and guiding brands toward greener platforms and practices.Links Mentioned in This Episodeboa WebsiteAvril Tomlin-Hood LinkedInKey Episode HighlightsUnderstanding the carbon footprint of digital advertisingAudit, measure, and reduce emissions in ad campaignsOptimizing targeting and frequency to improve efficiencyChoosing sustainable partners and platformsCommunicating sustainability efforts authenticallyConclusionSustainable digital advertising is no longer optional for brands that want to thrive in a resource-conscious world. By reducing emissions, eliminating waste, and partnering with eco-conscious platforms, marketers can achieve better performance, build trust with audiences, and make a meaningful impact on the environment.

Unlocking Business Growth: Expert Insights from Sandy Moll, CEO of Advanced Business SolutionsIn a recent episode of The Thoughtful Entrepreneur, host Josh Elledge interviewed Sandy Moll, CEO and founder of Advanced Business Solutions (ABS). With nearly two decades of experience guiding banks, credit unions, and small to medium-sized businesses, Sandy shared her unique approach to leadership, operational excellence, and sustainable business growth. This post distills the main insights from their conversation, offering practical strategies for founders, business owners, and leaders looking to scale effectively while keeping their teams engaged.The ABS Approach: People, Processes, and Strategic ClaritySandy emphasizes that real business growth begins with a clear understanding of the problem you solve and the unique value you bring. ABS helps clients identify their core challenges, streamline operational processes, and implement strategic frameworks that allow teams to execute effectively. By combining personalized coaching with actionable systems, ABS ensures that businesses are set up for both immediate results and long-term scalability.Another key aspect of ABS's methodology is the focus on people. Sandy highlights the importance of aligning team members with the company's mission, developing leadership at every level, and fostering a culture that encourages accountability and innovation. This people-first approach reduces friction, increases productivity, and empowers employees to contribute meaningfully to the organization's success.Finally, ABS integrates technology and modern tools to enhance business efficiency without overwhelming leadership or teams. From leveraging AI to automate repetitive tasks to using project management platforms to track outcomes, Sandy demonstrates how combining human expertise with smart systems drives clarity, better decision-making, and sustainable growth. This balanced approach allows founders to focus on high-impact initiatives while trusting their teams to execute effectively.About Sandy MollSandy Moll is the CEO and founder of Advanced Business Solutions (ABS), bringing nearly 20 years of experience in helping SMBs, credit unions, and banks achieve clarity, efficiency, and scalable growth. She is passionate about combining operational strategy, leadership coaching, and technology to create sustainable, people-centered business solutions.About Advanced Business Solutions (ABS)ABS is a consulting and business solutions firm specializing in operational efficiency, leadership development, strategic planning, and interim staffing. With a client-first approach, ABS helps organizations streamline processes, develop high-performing teams, and implement strategies that drive measurable growth.Links Mentioned in this EpisodeABS WebsiteConnect with Sandy Moll on LinkedInKey Episode HighlightsThe power of identifying the problem your business solvesAligning team members with organizational mission and cultureIntegrating technology to improve efficiency without overcomplicating operationsLeadership strategies for sustainable growth and accountabilityTips for founders navigating uncertainty and scaling effectivelyConclusionSandy Moll's insights provide a clear roadmap for leaders seeking growth without sacrificing culture or clarity. By combining strategic frameworks, people-first leadership, and technology integration, founders and executives can scale their businesses sustainably while empowering their teams to perform at their best.

Unlocking Scalable Leadership and Culture: Expert Insights from Esther Weinberg of The Ready ZoneIn a rapidly evolving business landscape, founders and executive teams face the dual challenge of scaling operations while retaining their top talent and organizational sanity. In a recent episode, Josh Elledge interviewed Esther Weinberg, Founder & Chief Leadership Development Officer of The Ready Zone, who shared actionable strategies for building resilient leadership, cultivating strong culture, and preparing teams for sustainable growth. Drawing from her experience across entertainment and international development, Esther provides a practical roadmap for leaders navigating fast-growing organizations.Building Leadership Depth and Organizational ResilienceEsther emphasizes the “Three Ts”—Talent, Traction, and Technology—as the core pillars of scalable leadership. Talent focuses on attracting, developing, and retaining the right people, while Traction ensures that execution aligns with strategy. Technology acts as both an enabler and a source of stress, and leaders must help teams integrate digital tools without compromising culture.Scaling effectively requires recognizing the leadership gap that often emerges as companies grow. Founders cannot do it alone; mid-level and senior leaders need development, clear expectations, and accountability frameworks. Esther advises using structured approaches like the Five A's—Aware, Accurate, Acquire, Accountability, and Action—to empower leaders to reflect, learn, and implement change systematically.Practical application of these principles is critical. Esther recommends auditing your leadership team, clarifying expectations, investing in development, adopting the Five A's in everyday operations, and fostering open, tough conversations. Balancing people and technology ensures that teams stay engaged while adapting to AI and digital transformation pressures, creating a resilient and high-performing organization.About Esther WeinbergEsther Weinberg is the Founder & Chief Leadership Development Officer of The Ready Zone. With a career spanning entertainment and international development, she specializes in helping high-growth organizations build leadership depth, cultivate culture, and scale sustainably while keeping teams engaged and effective.About The Ready ZoneThe Ready Zone equips leaders and executive teams with practical frameworks, tools, and coaching programs designed to improve leadership effectiveness, team alignment, and organizational resilience. Their programs combine actionable strategies, personalized coaching, and change management guidance for leaders navigating complex growth challenges.Links Mentioned in This EpisodeEsther Weinberg LinkedIn ProfileThe Ready ZoneKey Episode HighlightsThe Three Ts framework: Talent, Traction, and TechnologyLeadership gaps in scaling organizations and the importance of mid-level developmentThe Five A's framework for personal and team leadership transformationPractical steps for auditing and developing leadership talentBalancing AI, digital transformation, and people-first leadershipConclusionScaling a business successfully requires more than strategy—it requires depth in leadership, intentional culture building, and the courage to have tough conversations. Esther Weinberg's frameworks provide actionable guidance for founders and executive teams to grow sustainably while keeping their people and performance aligned.

How Gelt is Transforming Tax Services: Insights from Founder Tal BinderIn a recent episode, Josh Elledge interviewed Tal Binder, CEO and Founder of Gelt, to discuss how his tech-driven tax company is redefining tax compliance, planning, and strategy for high net worth individuals and businesses. Tal shared his journey, the integration of AI and human expertise, and the practical ways Gelt delivers superior service in a fast-evolving tax landscape. This post highlights key takeaways, actionable insights, and tips for anyone considering a modern approach to tax services.The Gelt Approach: Blending AI with Human ExpertiseGelt's model is centered on combining advanced technology with expert human oversight. Tal Binder emphasized that AI acts as a productivity multiplier, enabling tax professionals to work faster and more accurately, while a senior tax manager reviews all filings to mitigate risk and ensure precision.The company focuses on three core services: tax compliance, planning, and strategy, allowing clients to proactively manage obligations, optimize deductions, and structure finances for maximum efficiency. By automating repetitive tasks, Gelt's platform frees experts to deliver higher-value analysis and guidance tailored to each client's situation.Tal also stressed the importance of client experience and transparency. Every client receives a dedicated point of contact, Gelt partners with complementary service providers when necessary, and pricing is structured to reflect complexity and value. These elements make Gelt a unique alternative to traditional firms, ensuring both high-tech efficiency and personalized service.About Tal BinderTal Binder is the Founder and CEO of Gelt, a Tampa-based company focused on delivering tech-enabled tax solutions for high net worth individuals and businesses. Tal combines extensive experience in finance, technology, and entrepreneurship to streamline tax compliance, planning, and strategy.About GeltGelt is a modern tax services firm that integrates AI with human expertise to provide high net worth clients and businesses with accurate, efficient, and actionable tax solutions. Their approach emphasizes compliance, strategic planning, and personalized client service, positioning them as an innovative alternative to traditional firms.Links Mentioned in this EpisodeGelt WebsiteTal Binder LinkedIn ProfileKey Episode HighlightsHow Gelt combines AI and human expertise to enhance tax servicesThe three core services: compliance, planning, and strategyDedicated senior tax managers for personalized client serviceTransparent pricing and partnership approach for businesses and individualsPractical guidance on engaging with tech-enabled tax solutionsConclusionGelt demonstrates that modern tax services can be both high-tech and highly personal, enabling clients to optimize their financial outcomes while reducing complexity. By integrating AI with expert oversight, Gelt provides a scalable, accurate, and proactive approach to tax compliance, planning, and strategy.

Unlocking the Power of Email & SMS Marketing for E-Commerce: Expert Insights from Nikita VakhrushevIn the fast-paced world of e-commerce, many brands focus heavily on acquisition channels like TikTok, Google Ads, and Instagram, often overlooking one of their most valuable assets: their existing customer list. In a recent episode, Josh Elledge spoke with Nikita Vakhrushev, CEO & Chief Strategist of Aspekt, about how e-commerce businesses can maximize revenue and retention through smart email and SMS marketing. Nikita shared actionable strategies to engage warm audiences, optimize backend flows, and leverage design and segmentation for scalable growth.The Value of Backend Marketing for E-CommerceFocusing on existing customers is often more profitable than constantly chasing new ones. Nikita emphasizes that a well-maintained warm list—subscribers who have opted in—can drive repeat purchases and boost engagement. By auditing current flows, segmenting audiences, and sending value-driven communications, brands can increase revenue while fostering long-term loyalty.Modern email and SMS marketing also demands careful attention to privacy, consent, and deliverability. Platforms must respect double opt-ins, frequency preferences, and regulatory compliance to maintain subscriber trust. Nikita recommends staying current with evolving regulations and testing messaging to optimize engagement.Finally, leveraging strategic agency support can multiply results. Agencies like Aspekt provide audits, segmentation, automation, and expert design to ensure every message is impactful. Clear communication, transparency, and personalized service are key to achieving measurable ROI and scaling backend marketing efficiently.About Nikita VakhrushevNikita Vakhrushev is the CEO & Chief Strategist of Aspekt, a leading agency specializing in email and SMS marketing for e-commerce brands. With years of experience managing hundreds of accounts, he focuses on helping businesses increase revenue, engagement, and customer retention through backend marketing strategies.About AspektAspekt provides white-glove email and SMS marketing services for direct-to-consumer brands. Their team specializes in audits, segmentation, automation, and visually compelling campaigns designed to convert and scale, while maintaining transparency and measurable results.Links Mentioned in this EpisodeAspekt WebsiteNikita Vakhrushev LinkedinKey Episode HighlightsThe importance of backend marketing over constant customer acquisition.Leveraging warm lists and subscriber segmentation for higher ROI.Privacy, consent, and deliverability trends impacting email and SMS.Case study: Transforming a legacy brand's email revenue.Choosing agencies that provide transparency, personalization, and measurable results.ConclusionEmail and SMS marketing are powerful, revenue-driving tools when approached strategically. By focusing on your warm audience, optimizing backend flows, and embracing modern design and compliance standards, e-commerce brands can unlock sustainable growth and maximize lifetime customer value.

The CEO's Journey: Actionable Insights from Patrick Thean on Leadership, Strategy, and ExecutionIn a recent episode of The Thoughtful Entrepreneur, host Josh Elledge interviewed Patrick Thean, co-founder of Rhythm Systems®, bestselling author, and executive coach. Patrick shared actionable strategies for CEOs to scale high-growth companies, build strong cultures, and implement practical frameworks for leadership success. This blog distills key insights, providing guidance for leaders seeking to elevate their organizational performance and personal impact.The Real Role of a CEO: Beyond the Job TitlePatrick emphasizes that the CEO role evolves with company size: startup CEOs are hands-on with day-to-day operations, mid-market leaders focus on vision and enabling teams, and enterprise CEOs prioritize strategy, culture, and executive team alignment. He outlines seven practices for CEO success, including personal growth, curiosity, building early warning systems, aligning teams, fostering culture, developing talent ecosystems, and crafting customer-centric strategies. Implementing these practices helps CEOs empower their teams, prevent costly misalignment, and drive sustainable organizational growth.Personal development is foundational to effective leadership. Patrick recommends regular self-assessment, working with coaches or peer groups, and committing to continuous learning to ensure personal growth keeps pace with company expansion. A strong culture and aligned talent ecosystem amplify the CEO's impact, enabling teams to execute effectively while sustaining engagement, morale, and performance.Tools like Rhythm Systems® act as a “CEO's software,” providing a platform for strategy execution, goal tracking, and real-time performance visibility. By combining practical frameworks with software support, CEOs can transform high-level vision into operational reality, enhance accountability, and maintain clarity across their organization. The integration of personal growth, structured practices, and strategic tools equips leaders to thrive in high-growth environments.About Patrick TheanPatrick Thean is a serial entrepreneur, executive coach, and co-founder of Rhythm Systems®, a SaaS platform designed to help CEOs execute strategy, align priorities, and drive performance. His books, podcast, and coaching provide actionable insights for leaders navigating growth, culture-building, and organizational alignment.About Rhythm Systems®Rhythm Systems® provides a platform that helps CEOs and leadership teams implement strategy, track execution, and maintain alignment across departments. The software combines strategic planning, measurable goals, and real-time performance tracking, supporting sustainable business growth.Links Mentioned in this EpisodeRhythm Systems®Patrick Thean LinkedInKey Episode HighlightsThe CEO role changes depending on company size and growth stage.Seven practices for CEO success: self-growth, curiosity, early warning systems, alignment, culture, talent, and customer strategy.Personal development and accountability are crucial for effective leadership.Culture and talent ecosystems drive sustained organizational performance.Tools like Rhythm Systems® enhance execution, alignment, and clarity.ConclusionPatrick Thean's insights provide CEOs with a roadmap to balance personal growth, strategic leadership, and operational alignment. By implementing his seven practices and leveraging tools like Rhythm Systems®, leaders can empower teams, sustain high performance, and drive long-term business success.

Bridging the Gap: How Snow Leopard AI Empowers Enterprises with Real-Time Data for AI AgentsIn today's fast-paced business world, the ability to connect AI agents to real-time, operational data is crucial for decision-making and efficiency. In a recent episode, host Josh Elledge interviewed Deepti Srivastava, Founder and CEO of Snow Leopard AI, to discuss how enterprises can leverage AI agents effectively while ensuring access to accurate, actionable data. Deepti shares practical guidance for integrating AI, overcoming technical challenges, and maximizing the value of AI-driven workflowsThe Role of Real-Time Data in AI Agent SuccessAI agents are transforming how businesses operate, but their effectiveness hinges on real-time, accurate data. Deepti explains that AI is only as strong as the data it consumes, and fragmented or outdated data can lead to poor outcomes. Enterprises face challenges integrating AI into existing infrastructures, bridging gaps between AI teams and operational systems, and maintaining data security and freshness.Snow Leopard AI provides a platform that abstracts these infrastructure complexities, allowing AI teams to focus on business logic instead of plumbing. By connecting AI agents directly to operational data sources—ranging from SQL databases to SaaS APIs—companies can automate workflows, improve decision-making, and unlock insights that were previously siloed.For organizations beginning their AI journey, Deepti recommends starting with high-impact, low-risk use cases such as customer support, internal knowledge agents, or finance operations. Once proven, the deployment can expand to more complex workflows, leveraging both structured and unstructured data to maximize AI's value.About Deepti SrivastavaDeepti Srivastava is the Founder and CEO of Snow Leopard AI and a seasoned expert in AI infrastructure. She draws on her experience at Google and Oracle to help enterprises connect generative AI agents with real-time business data, enabling faster, more accurate decisions across industries.About Snow Leopard AISnow Leopard AI provides a platform that bridges AI agents with operational enterprise data, simplifying integration, ensuring security, and supporting scalable AI deployment. The platform empowers businesses to automate workflows, improve decision-making, and harness AI across finance, healthcare, SaaS, and legal sectors.Links Mentioned in this EpisodeWebsite: snowleopard.aiLinkedIn: Deepti SrivastavaKey Episode HighlightsUnderstanding the critical role of real-time, operational data for AI agentsOvercoming enterprise integration challenges and infrastructure gapsPractical steps for deploying AI agents across customer support, finance, and internal systemsLeveraging unstructured data for multimodal AI applicationsExpert recommendations for governance, data quality, and phased adoptionConclusionIntegrating AI agents with real-time enterprise data is no longer optional—it's essential for business agility and competitive advantage. Deepti Srivastava's insights and Snow Leopard AI's platform provide a roadmap for enterprises to connect AI effectively, automate complex workflows, and unlock new value from existing systems.

How CEO Concierge is Revolutionizing Virtual Assistant Services for Entrepreneurs: Insights from Jana FranklinIn this episode, host Josh Elledge sits down with Jana Franklin, Founder and CEO of CEO Concierge, to discuss how her company is transforming virtual assistant services for entrepreneurs. Jana shares her personal journey, the challenges she faced as a business owner, and how CEO Concierge helps clients delegate tasks effectively, embrace technology, and maximize productivity. Listeners will gain actionable insights for scaling their businesses while maintaining balance and efficiency.The Power of Personality and Skill MatchingOne of the key differentiators at CEO Concierge is the rigorous approach to matching clients with virtual assistants—not only based on skill but also on personality and work style. Jana explains that understanding a client's preferences, autonomy, and attention to detail ensures a productive, long-term partnership. A strong personality fit reduces friction, improves communication, and allows VAs to anticipate client needs effectively.Beyond personality, skill alignment is critical to ensure the VA can hit the ground running, whether it's managing schedules, handling administrative tasks, or mastering specific business tools. CEO Concierge conducts assessments to ensure compatibility between client needs and VA expertise, which enhances efficiency from day one. For entrepreneurs managing multiple stakeholders or teams, this careful matching ensures that all interactions run smoothly and expectations are met consistently.Finally, CEO Concierge invests in ongoing training for both VAs and clients, keeping skills current and adaptable to evolving business needs. From learning new software to mastering AI tools, the company empowers VAs to provide higher-value support while educating clients on delegation strategies. This continuous development ensures that both parties grow together, resulting in stronger partnerships and better business outcomes.About Jana FranklinJana Franklin is a seasoned entrepreneur and franchisee of Fantastic Sams and Jimmy John's. With years of experience managing multi-location businesses, she understands the importance of delegation, productivity, and leveraging talent to achieve growth. Jana founded CEO Concierge to provide entrepreneurs with a trusted, efficient, and personalized virtual assistant service that addresses real-world business challenges.About CEO ConciergeCEO Concierge is a boutique virtual assistant service that matches business leaders with highly trained VAs from the Philippines. The company emphasizes personality and skill matching, ongoing training, and a concierge-level onboarding experience to ensure every client-VA relationship is a perfect fit. By providing entrepreneurs with trusted support, CEO Concierge allows clients to focus on growth, innovation, and leadership rather than administrative tasks.Links Mentioned in This EpisodeCEO Concierge WebsiteKey Episode HighlightsThe importance of delegating tasks outside your zone of geniusPersonality and skill matching for long-term VA-client successContinuous VA training and client education to enhance efficiencyLeveraging technology and AI tools to maximize productivityOvercoming the founder's dilemma of letting go to grow your businessCEO Concierge onboarding process ensures the perfect matchConclusionJana Franklin's insights reveal how a well-matched, well-trained virtual assistant can transform the way entrepreneurs operate. By focusing on personality alignment, skill development, and embracing technology, CEO Concierge empowers clients to delegate with confidence, reclaim their time, and...

Unlocking the Power of Voice AI: Insights from Mohan GulatiVoice technology is transforming the way we interact with digital platforms, making communication more natural, efficient, and human-like. In a recent episode of The Thoughtful Entrepreneur, host Josh Elledge interviewed Mohan Gulati, Founder and CEO of Thinkrr.AI, about his journey and the innovative ways his company is leveraging voice AI. This episode is packed with actionable insights for businesses, entrepreneurs, and tech enthusiasts eager to harness voice technology for growth and efficiency.How Voice AI is Changing Business CommunicationVoice AI is more than just a futuristic concept—it's a practical tool that can streamline operations and enhance customer experiences. Mohan Gulati highlighted that voice technology allows businesses to handle tasks like inbound calls, appointment scheduling, and lead qualification without constant human intervention. By deploying voice agents, companies can maintain 24/7 availability while reducing operational bottlenecks.Beyond efficiency, voice AI creates a more natural and engaging interaction with customers. Conversational interfaces mimic human speech, conveying nuance, tone, and emotion that text-based communication often lacks. This human-like quality strengthens connections, builds trust, and improves satisfaction in ways traditional methods can't match.For businesses ready to scale, voice AI offers versatility and easy integration. From small agencies to large enterprises, platforms like Thinkrr.AI allow companies to deploy customized solutions quickly, train voice agents with real customer data, and continuously optimize performance. The result is a seamless, scalable system that enhances both efficiency and customer experience.About Mohan GulatiMohan Gulati is the Founder and CEO of Thinkrr.AI, a company dedicated to making voice technology accessible, intuitive, and effective for businesses of all sizes. With a passion for solving everyday problems through AI, Mohan combines technical expertise with a deep understanding of how businesses can leverage emerging technologies to drive growth.About Thinkrr.AIThinkrr.AI is a voice AI platform that enables businesses to deploy conversational agents on websites, phone systems, and other digital channels. Designed for speed, accuracy, and scalability, Thinkrr.AI helps companies automate routine tasks, improve customer engagement, and expand their service offerings. Its solutions are suitable for businesses, resellers, and entrepreneurs looking to integrate cutting-edge voice technology into their operations.Links Mentioned in this EpisodeThinkrr.AI: https://thinkrr.aiKey Episode HighlightsThe vision behind Thinkrr.AI and the inspiration from real-world challengesHow voice AI enhances efficiency, reduces cognitive load, and creates human-like interactionsPractical applications for businesses, including customer support, appointment booking, and lead qualificationBenefits of voice AI: 24/7 availability, operational efficiency, enhanced customer experience, and scalabilityTips for deploying voice AI: start small, train...

The Art of Authentic Speaking: Lessons from Marianne HickmanIn a world increasingly dominated by automation and AI, genuine human connection is more valuable than ever. In this episode of The Thoughtful Entrepreneur, host Josh Elledge sits down with Marianne Hickman—speaker coach, top 1% podcaster, and advocate for authentic expression. They explore the power of vulnerability, the nuances of public speaking, and how leading with authenticity can create lasting impact.Rediscovering Authenticity in SpeakingMarianne emphasizes that in a digital world filled with AI-generated content, audiences crave realness. She encourages speakers to show their humanity, share personal passions, and let their creative process shine. Transparency and effort create trust that technology can never replicate.She also addresses the common pitfall of overconfidence, highlighting the Dunning-Kruger effect in the speaking industry. Marianne advises aspiring speakers to seek honest feedback, embrace humility, and focus on substance over style. By prioritizing growth over ego, speakers can steadily develop true expertise.Finally, Marianne underscores the importance of connecting with one person at a time. Real influence comes from seeing your audience as individuals, inviting feedback, and serving others rather than chasing viral moments. This relationship-focused approach is the foundation for a sustainable speaking career.About Marianne HickmanMarianne Hickman is a speaker coach, podcaster, and passionate advocate for authentic communication. She guides aspiring speakers and leaders to find their unique voice, connect with audiences meaningfully, and grow their influence without sacrificing their humanity.About Marianne's CompanyThrough her coaching and resources, Marianne Hickman helps speakers and professionals cultivate authenticity, confidence, and resilience. She empowers individuals to lead with purpose and build influence that is both impactful and sustainable. Learn more at mariannehickman.com.Links Mentioned in This EpisodeMarianne Hickman Website: mariannehickman.comInstagram: @mariannehickmanKey Episode HighlightsThe value of authenticity in a digital, AI-driven world.Recognizing and overcoming the Dunning-Kruger effect in speaking.How vulnerability builds trust and deep connection with audiences.Practical strategies for coaching and guiding others side by side.Actionable steps for aspiring speakers to grow with integrity and impact.ConclusionBecoming a powerful speaker isn't about chasing followers or viral fame—it's about authenticity, humility, and serving others. Marianne Hickman demonstrates that leading with your real voice, walking alongside your audience, and investing in relationships creates influence that lasts.

How to Transition from 1:1 Coaching to Profitable Group Programs: Insights from Cailen AscherFeeling stuck trading time for money as a coach or consultant? In this episode, Josh Elledge interviews Cailen Ascher, founder of Success Made Simple, to explore how she transitioned from one-on-one coaching to scalable, high-impact group programs. Cailen shares actionable strategies to create transformational group offers, price them for profit, and attract clients ready to invest—all while reclaiming your time and building a business that supports your lifestyle.Why Group Coaching WorksCailen's shift to group programs was driven by a need for freedom and flexibility as a new mom. One-on-one coaching required constant client calls, leaving little time for family or personal pursuits. By designing group programs, she was able to serve more clients in less time, reclaiming 90% of her schedule while still delivering real results.Group programs also increase income potential without requiring more hours. With a structured curriculum, coaches can generate six- or seven-figure revenue while providing deeper transformation for participants. Peer learning, accountability, and community dynamics make group programs more impactful than individual coaching alone.To make the transition successful, Cailen recommends auditing your current 1:1 work. Identify tasks and content that can be systematized, define the transformation you provide, and design a framework that works for multiple clients simultaneously. Intentional program design is the key to scaling without sacrificing quality or client experience.About Cailen AscherCailen Ascher is a business coach and founder of Success Made Simple. She helps coaches, consultants, and service providers move from time-intensive one-on-one work to profitable group programs, emphasizing efficiency, leverage, and client transformation.About Success Made SimpleSuccess Made Simple is a coaching and training platform dedicated to helping entrepreneurs scale their businesses, streamline their processes, and design programs that generate both income and freedom. The company focuses on actionable strategies, systems, and support to help clients achieve results faster.Links Mentioned in This EpisodeSuccess Made SimpleCailen Ascher LinkedInKey Episode HighlightsHow to transition from 1:1 coaching to group programsDesigning transformational group offers that scalePricing strategies for profit without compromising resultsAttracting high-commitment clients with outcome-driven messagingCreating a business model that supports lifestyle freedomConclusionCailen Ascher's insights demonstrate that scaling your coaching business doesn't mean sacrificing quality or client results. By leveraging group programs, coaches can achieve greater impact, increased income, and more personal freedom—all while delivering meaningful transformation to clients.

Unlocking Leadership and Decision-Making: Insights from Rick WilliamsIn this episode, Josh Elledge sits down with Rick Williams—keynote speaker, author of Create the Future: Powerful Decision Making Tools for Your Company and Yourself, and experienced board member—to explore actionable strategies for leaders. Rick shares how diverse experiences, effective board governance, and structured decision-making can accelerate organizational success and personal leadership growth.Leadership Lessons and Decision-Making FrameworksRick emphasizes that leadership is a blend of strategy, personal growth, and practical execution. Drawing lessons from sailing and photography, he explains how diverse interests can sharpen decision-making, improve adaptability, and foster creative problem-solving. Leadership skills are not confined to the office; they develop through varied experiences that challenge perspective and enhance judgment.He also highlights the strategic value of a well-structured board of directors. Beyond governance, boards provide accountability, offer new perspectives, and serve as a catalyst for organizational growth. Rick shares best practices for selecting board members, defining clear roles, and maintaining open communication to ensure boards function as true strategic partners.Finally, Rick walks listeners through his five-step decision-making framework: understand the opportunity, define success, explore creative options, assess risks, and make choices aligned with organizational goals and values. By following this structured approach, leaders can navigate complex decisions confidently while aligning their teams and resources toward meaningful outcomes.About Rick WilliamsRick Williams is a physicist-turned-entrepreneur, author, and seasoned board member. His career spans roles in consulting, real estate, and technology leadership, giving him a unique perspective on organizational strategy and decision-making. Rick is passionate about helping leaders create high-impact results through structured processes, personal growth, and strategic board governance.About Rick Williams LeadershipRick Williams Leadership provides insights, tools, and resources for executives and board members to improve decision-making, enhance governance, and accelerate organizational performance. The platform offers thought leadership content, training, and coaching that equips leaders to navigate complex challenges with confidence and clarity.Links Mentioned in this EpisodeRick Williams LeadershipRick Williams LinkedInKey Episode HighlightsDiverse hobbies like sailing and photography can strengthen leadership and decision-making skills.Career evolution shows how different experiences contribute to effective leadership.Boards are strategic assets that add value beyond daily operations.Rick's five-step decision-making framework helps leaders tackle high-stakes choices.CEOs succeed by orchestrating strategy, delegating tasks, and empowering their teams.ConclusionRick Williams' insights provide a practical roadmap for leaders who want to make better decisions, leverage boards effectively, and grow personally and professionally. His approach shows that leadership is not just about executing tasks but about cultivating perspective, strategic thinking, and organizational impact.

Why Writing a Book in 2025 Is a Game-Changer for Entrepreneurs: Expert Insights from Book Coach Jennifer CrosswhiteIn today's fast-moving business world, standing out as a thought leader requires more than just expertise—it requires authority. In this episode of The Thoughtful Entrepreneur, host Josh Elledge sits down with Jennifer Crosswhite, seasoned book coach, editor, and CEO and Owner of Tandem Services Inc., to discuss why writing a book in 2025 is one of the most powerful moves an entrepreneur, coach, or CEO can make. Jennifer shares her experience navigating both traditional and self-publishing, revealing actionable strategies for turning your ideas into a book that builds credibility, influence, and lasting impact.Why a Book is Your Ultimate Authority ToolWriting a book in 2025 is not just about putting words on a page—it's about creating a strategic asset that can transform your business and personal brand. Jennifer emphasizes that a book functions as a tangible symbol of authority, often called a “$10 business card,” and provides a global platform for your message. Beyond credibility, books open doors to speaking engagements, media appearances, consulting opportunities, and strategic partnerships that would otherwise be out of reach.Another important point Jennifer makes is that publishing today is democratized. With self-publishing, hybrid models, and AI tools, entrepreneurs now have unprecedented access to producing high-quality content while directly connecting with their audience. AI can help with research, outlining, and drafting—but the unique voice and expertise of the author remain irreplaceable.Finally, a book is not about filling pages—it's about transformation. Jennifer stresses the importance of curating ideas, reverse-engineering your content for impact, and keeping your audience's journey front and center. When done strategically, a book becomes a tool to guide, inspire, and educate readers, creating measurable business growth and influence.About Jennifer CrosswhiteJennifer Crosswhite is a seasoned book coach, editor, and CEO and Owner of Tandem Services Inc., with extensive experience in traditional publishing, self-publishing, and coaching first-time authors. She helps entrepreneurs, thought leaders, and business owners craft books that establish authority, attract opportunities, and create lasting impact for readers and their businesses.About Tandem Services Inc.Tandem Services Inc. is a full-service coaching and publishing company dedicated to guiding authors from concept to published work. From strategic planning and outlining to editing and coaching, Tandem Services empowers business leaders to write books that not only position them as experts but also open doors to new opportunities, audiences, and revenue streams.Links Mentioned in this EpisodeTandem Services Inc. WebsiteJennifer Crosswhite on LinkedInKey Episode HighlightsWhy writing a book is the ultimate authority and credibility builder in 2025.How self-publishing and AI tools are changing the modern publishing landscape.Common misconceptions about book writing: it's not about page count, it's about transformation.Jennifer's two-step brainstorming process: brain dump and organization for maximum impact.The benefits of working with a book coach: accountability, expert feedback, and positioning your book for success.ConclusionWriting a book in 2025 is more than a creative project—it's a strategic business move that can set you apart, build authority, and expand your reach globally. Jennifer Crosswhite's...

Transforming Lives and Businesses: The Power of Remote Teams with ZimWorXIn a world where remote work is reshaping the way companies operate, ZimWorX is leading the charge by combining operational excellence with social impact. In a recent episode of The Thoughtful Entrepreneur, host Josh Elledge spoke with JW Oliver, CEO and Co-founder of ZimWorX, about how the company is transforming lives in regions with high unemployment while delivering top-tier remote workforce solutions. This post highlights actionable insights and strategies from their conversation for leaders looking to grow their business and make a meaningful impact.The Mission and Impact of ZimWorXZimWorX operates with a clear mission: “Transforming lives to make a global impact.” JW Oliver shared how the company focuses on creating employment opportunities in countries like Zimbabwe, Zambia, and Costa Rica, where unemployment rates are high and economic opportunity is limited. By giving 51% of profits back to ministries and causes worldwide, ZimWorX has embedded social impact directly into its business model, creating a triple win for team members, clients, and global causes.Remote teams with ZimWorX offer unique advantages that go beyond cost savings. Team members are highly educated, proficient in English, and motivated to excel, ensuring high performance and low attrition. Their time zones align closely with U.S. clients, making collaboration smooth, and their strong work ethic guarantees reliability and dedication. JW emphasizes that the right people in the right roles can transform both business operations and the lives of employees.For companies considering remote teams, ZimWorX provides a straightforward process: discovery calls, interviews with pre-vetted candidates, direct hires, and ongoing support, including HR and workplace wellness programs. By treating team members as integral parts of the organization, businesses can leverage remote teams not only for efficiency but also for sustained growth and positive impact on communities abroad.About JW OliverJW Oliver is the CEO and Co-founder of ZimWorX, a global remote workforce solutions company. With extensive experience in leadership, operational management, and purpose-driven business, JW combines his professional expertise with a personal mission to create jobs, empower individuals, and drive global impact.About ZimWorXZimWorX is a remote workforce solutions provider that specializes in staffing highly skilled professionals in countries such as Zimbabwe, Zambia, and Costa Rica. The company focuses on delivering exceptional talent for industries like healthcare, accounting, executive support, and dental services while prioritizing employee well-being, cultural training, and social impact.Links Mentioned in This EpisodeZimWorXJW Oliver LinkedInKey Episode HighlightsThe ZimWorX mission: profit with purpose and creating jobs in high-unemployment regionsAdvantages of hiring remote teams in Zimbabwe, Zambia, and Costa RicaRoles and industries where remote teams excel, including healthcare, accounting, and executive supportAddressing common concerns: security, time zones, and contract flexibilityStep-by-step onboarding process for remote teamsWorkplace wellness programs that boost engagement and retentionLeadership insights from JW Oliver: adaptability, purpose-driven leadership, and storytellingConclusionJW Oliver's conversation with Josh Elledge showcases how a business can balance profit, purpose, and people to create meaningful impact. ZimWorX proves that remote teams can do more...

How to Find and Secure Speaking Gigs: Expert Strategies from Dannella BurnettAre you a coach, business owner, or expert looking to grow your audience, income, and impact through speaking? In a recent podcast episode, Josh Elledge sat down with Dannella Burnett, founder of Speakers Need to Speak and Encore Elite Events, to share actionable strategies for landing more speaking gigs, maximizing stage opportunities, and building a sustainable speaking career.Unlocking More Speaking OpportunitiesOne of the biggest hurdles speakers face is access—finding the right events that align with their expertise and goals. Dannella explains that traditional methods often leave opportunities hidden, while newer platforms and curated approaches can help speakers navigate the landscape efficiently. By focusing on quality over quantity, speakers can save time and gain exposure to the most valuable engagements.Dannella also emphasizes that the speaking landscape has evolved. Paid gigs are no longer the only path to success; free or “pay-to-play” opportunities can generate significant long-term ROI when leveraged strategically. The key is understanding how each opportunity contributes to audience growth, brand authority, and revenue generation.To overcome these challenges, speakers need both tools and guidance. Dannella's approach combines technology, curated lists, and hands-on support to ensure speakers find the right events, submit successful applications, and optimize every stage for maximum impact. By using this system, speakers can grow their reach, income, and influence more efficiently than going it alone.About Dannella BurnettDannella Burnett is the founder of Speakers Need to Speak and Encore Elite Events. With a background in culinary arts, event planning, and nonprofit engagement, she has developed a unique perspective on what it takes to succeed in the speaking world. Her mission is to elevate experts, thought leaders, and problem-solvers by helping them secure speaking opportunities that grow both their influence and business.About Speakers Need to SpeakSpeakers Need to Speak provides curated access to thousands of speaking opportunities each month, combining AI-powered matching with personalized support. The company helps speakers identify the best-fit gigs, streamline applications, and maximize stage potential, all with a flat-fee model that prioritizes the speaker's success rather than agency commissions.Links Mentioned in this EpisodeSpeakers Need to SpeakKey Episode HighlightsHow to find high-quality speaking opportunities without feeling overwhelmedPaid, free, and pay-to-play strategies for monetizing speaking gigsThe importance of aligning gigs with personal and business goalsUsing technology and curated support to maximize stage impactActionable tips for building speaker assets like one-sheets and demo videosConclusionThe speaking industry is more accessible than ever, but success requires strategy, tools, and guidance. By following Dannella Burnett's advice, speakers can identify the right gigs, optimize their presence on stage, and turn every opportunity into a stepping stone for growth and influence.

How to Optimize Your Brand for AI Search: Expert Insights from Liudmila Kiseleva, Vertology AI FounderAI is transforming SEO, changing how brands are discovered and perceived online. In a recent episode, Josh Elledge interviewed Liudmila Kiseleva, Founder of Vertology AI, about strategies brands can use to thrive in AI-driven search. From updating digital footprints to leveraging AI visibility tools, Liudmila shared actionable tips to help businesses stay relevant and authoritative in this evolving landscape.The AI SEO Revolution: Key Strategies for BrandsLiudmila explains that AI-powered search is shifting from traditional keyword ranking to understanding brand authority and accuracy. Large language models (LLMs) like ChatGPT and Perplexity synthesize information from across the web, meaning outdated or inconsistent information can misrepresent your brand. Ensuring your digital footprint is unified and current is now more important than ever.Brands can improve AI visibility by prioritizing first-party, authoritative content such as podcasts, blog posts, and interviews. Liudmila also emphasizes auditing old or inaccurate content, maintaining consistency across platforms, and leveraging AI tools like Vertology AI to monitor how your brand is perceived by AI in real time. These steps help brands remain trustworthy and visible as AI search continues to evolve.For businesses ready to take action, Liudmila recommends focusing on measurable outcomes: track updates, review AI visibility audits, and continuously refine digital messaging. By approaching AI SEO strategically, companies can future-proof their online presence and gain a competitive edge.About Liudmila KiselevaLiudmila Kiseleva is the Founder of Vertology AI, a platform helping brands understand and optimize how AI models perceive their digital presence. With deep expertise in AI-driven search and digital marketing, she guides companies in becoming more visible, authoritative, and accurate in an AI-first world.About Vertology AIVertology AI is an AI-driven platform that provides brands with visibility audits and insights into how AI models “see” their online presence. It offers memory-based and live audits to identify gaps and inconsistencies, helping businesses maintain an authoritative and accurate digital footprint.Links Mentioned in this EpisodeLiudmila Kiseleva LinkedInVertology AIKey Episode HighlightsThe difference between AI-native and AI-enhanced searchHow LLMs synthesize brand information and why digital footprint mattersActionable tips: unify brand positioning, prioritize first-party content, and audit outdated informationTools like Vertology AI for monitoring AI visibilityThe urgency of optimizing for AI search nowConclusionAI-driven search is reshaping how brands are discovered and perceived online. By updating digital footprints, producing authoritative content, and leveraging AI visibility tools, brands can ensure they remain accurate, trustworthy, and competitive in this new SEO landscape. Liudmila Kiseleva's insights provide a clear roadmap for navigating the AI-first future of search.

Unlocking the Power of Generative AI Agents: Insights from Ajay Malik, CEO of StudioXGenerative AI is revolutionizing the way businesses operate, moving beyond basic chatbots to autonomous AI agents that can handle complex workflows. In this episode, Josh Elledge interviews Ajay Malik, CEO and founder of StudioX, about how agent-based AI is transforming enterprise efficiency, automating repetitive tasks, and enabling smarter decision-making. Ajay shares practical strategies for adopting AI, leveraging no-code tools, and integrating intelligent agents into business operations for measurable results.How Agent AI is Changing BusinessMost businesses are familiar with traditional AI tools like ChatGPT, which respond to prompts and generate content. Agent AI, however, goes further by acting autonomously, performing goal-oriented tasks, monitoring multiple systems, and making informed decisions without constant human input. This shift enables businesses to scale operations, reduce errors, and free teams to focus on higher-value work.No-code AI platforms like StudioX are making this technology accessible to anyone. Drag-and-drop workflow builders, pre-built templates, and seamless integrations with tools such as CRM, email, and ERP allow companies to implement AI without programming knowledge. Businesses can prototype, deploy, and optimize AI agents quickly, saving time and increasing efficiency.Real-world applications are already transforming industries. From oil & gas operations and logistics to customer service and email management, agent AI can monitor data, triage tasks, and take autonomous action. Ajay emphasizes starting small with high-impact workflows, iterating fast, and scaling gradually to maximize value and adoption across organizations.About Ajay MalikAjay Malik is the CEO and founder of StudioX and a former Google executive, with deep expertise in AI, enterprise technology, and digital automation. He focuses on practical applications of agent AI, helping businesses implement autonomous digital assistants that improve efficiency, decision-making, and growth.About StudioXStudioX is a no-code AI platform that empowers businesses to build, deploy, and manage autonomous AI agents without programming knowledge. The platform provides drag-and-drop workflow builders, pre-built templates, and integrations with existing tools, enabling companies to automate tasks, streamline operations, and scale efficiently.Links Mentioned in this EpisodeStudioXAjay Malik on LinkedInKey Episode HighlightsDifference between traditional chatbots and autonomous agent AIHow agent AI enables proactive decision-making and goal-oriented workflowsNo-code AI platforms make automation accessible without programmingReal-world applications in oil & gas, logistics, retail, and email managementPractical tips for starting small, iterating, and scaling AI adoptionAdvice for businesses to view AI as an enabler and focus on measurable outcomesConclusionAgent AI is redefining business automation, transforming reactive tools into proactive digital assistants capable of handling complex workflows. With platforms like StudioX, companies of any size can implement AI agents, automate processes, and unlock new levels of efficiency, productivity, and growth. Starting small, experimenting, and scaling intelligently is the key to successfully leveraging this technology.

Thriving in Uncertainty: Leadership, Learning, and Performance Science with Dr. Carla FowlerIn an unpredictable world, leaders and professionals need more than strategies—they need resilience, adaptability, and insight. In this episode, host Josh Elledge sits down with Dr. Carla Fowler, Founder and Managing Director of THAXA®, to explore how high performance, deliberate learning, and science-backed leadership approaches can help individuals not just survive, but thrive in uncertainty.Mastering Learning and Leadership in UncertaintyDr. Carla Fowler brings a unique perspective, combining human biology, immunology, medicine, and over a decade of executive coaching to offer a research-backed approach to performance and learning. She emphasizes that adult skill acquisition is a marathon requiring both engagement and rigor, with fun and motivation playing a crucial role in long-term success. Leaders must balance immersive, playful learning with targeted, high-impact methods for urgent challenges.Equally important is reframing uncertainty as a source of opportunity rather than stress. Dr. Fowler explains that while uncertainty is inevitable, our perception and response define the outcome. By carving out time for continuous learning and deliberately shifting from reactive to proactive thinking, leaders can leverage ambiguity to drive growth and innovation.Finally, deliberate thinking and internal control are essential for effective leadership. Dr. Fowler underscores the importance of creating intentional moments for reflection, practicing self-awareness, and reclaiming control over one's decisions and priorities. This allows leaders to operate from a proactive mindset, rather than being driven by external pressures or constant mental chatter.About Dr. Carla FowlerDr. Carla Fowler is the Founder and Managing Director of THAXA®, combining expertise in human biology, immunology, and medicine with over ten years of executive coaching experience. She helps leaders and professionals apply performance science to thrive under uncertainty, fostering both personal and organizational growth.About THAXA®THAXA® is a performance science and executive coaching firm dedicated to helping leaders develop practical skills, resilience, and self-awareness. The company provides research-backed strategies to improve decision-making, learning, and leadership effectiveness in complex and unpredictable environments.Links Mentioned in This EpisodeTHAXA® WebsiteDr. Carla Fowler on LinkedInKey Episode HighlightsDr. Fowler emphasizes the importance of balancing fun and rigor in learning, embracing uncertainty as a growth opportunity, practicing deliberate reflection, and reclaiming internal control to lead effectively. Leaders can apply these insights immediately by scheduling focused learning, prioritizing tasks aligned with their goals, and developing skills to transform ambiguity into advantage.ConclusionNavigating uncertainty requires more than reactive strategies—it demands intentional learning, self-awareness, and proactive leadership. Dr. Carla Fowler's insights provide a roadmap for leaders to cultivate resilience, improve decision-making, and harness the power of performance science for both personal and professional growth.

The Power of Inner Work: Transforming Relationships, Business, and Emotional Health with Ray BiancalanaIn this episode, Josh Elledge sits down with Ray Biancalana—certified relationship coach, best-selling author, and founder of Coaching with Ray—to explore how inner work transforms relationships, business success, and emotional well-being. Drawing from decades of experience, Ray shares actionable insights on self-inquiry, shadow work, and breaking free from emotional patterns that hold us back. Listeners gain practical strategies for addressing internal barriers and cultivating curiosity, vulnerability, and connection in all areas of life.Inner Work as the Key to Personal and Professional GrowthRay emphasizes that meaningful change starts from within. Instead of focusing solely on external strategies or quick fixes, true transformation requires examining internal beliefs, behaviors, and emotional patterns. By dedicating time to self-reflection, journaling, or coaching, you can identify recurring patterns that impact both relationships and business decisions.Addressing the shadow self—unprocessed emotions and past experiences—is essential for emotional freedom. Ray highlights that unresolved feelings often manifest as anxiety, anger, or self-sabotage, and recommends practices like body awareness, somatic coaching, and emotional processing to release them.Through his book Quantum Questions, Ray introduces seven radical questions designed to uncover hidden barriers and promote deep self-inquiry. By asking the right questions, committing to honesty, and exploring recurring patterns, listeners can break free from emotional roadblocks and create healthier personal and professional dynamics.About Ray BiancalanaRay Biancalana is a certified relationship coach, best-selling author of Quantum Questions, and founder of Coaching with Ray. With decades of experience, Ray has helped countless clients break through emotional barriers, improve relationships, and cultivate professional success through practical, transformative coaching.About Coaching with RayCoaching with Ray is dedicated to helping individuals and couples navigate emotional challenges, improve communication, and achieve lasting personal and professional growth. Through coaching, resources, and Ray's podcast, the company provides tools for real change rooted in self-inquiry and emotional awareness.Links Mentioned in This EpisodeCoaching with RayRay Biancalana's Quantum Questions BookFinding Freedom From PodcastKey Episode HighlightsHow inner work drives personal, professional, and relational growthUnderstanding the shadow self and processing stored emotional painSeven Quantum Questions for radical self-inquiryPractical strategies to overcome loneliness, insecurity, stress, anxiety, and angerThe role of connection, vulnerability, and curiosity in lasting changeRay's coaching approach: blending emotional support with practical skill-buildingConclusionThis episode offers a roadmap for anyone ready to do the inner work necessary for transformative growth in relationships, business, and emotional health. Ray Biancalana's insights demonstrate that by addressing internal barriers and embracing curiosity, vulnerability, and connection, you can create lasting, meaningful change.

Building Business Value Through Strategic Branding: Insights from Wendy Coulter of Hummingbird Creative GroupIn a recent episode of The Thoughtful Entrepreneur, host Josh Elledge interviewed Wendy Coulter, President and CEO of Hummingbird Creative Group. With over three decades of expertise in branding and marketing, Wendy discussed how strategic branding can transform a business—not just in terms of sales and marketing, but across company culture, operations, and even its overall valuation. This episode is a must-listen for business leaders, marketers, and entrepreneurs looking to leverage branding for long-term success.Strategic Branding as a Business Growth EngineWendy highlights that branding is a strategic asset that impacts every part of a company, from culture to customer interactions. It's not just about a logo or a catchy slogan; branding encompasses the entire business model. It shapes internal culture, drives how employees engage with customers, and builds a reputation that attracts trust and credibility. By aligning your brand with your core values and mission, you create a business that stands out in a crowded marketplace.Wendy also points out the critical role that branding plays in company valuation. A well-established, differentiated brand can increase your company's worth by as much as 25% to 100% when the business is up for sale. Companies with strong brands are seen as more attractive to investors, and they often enjoy higher profit margins compared to their competitors. As such, branding isn't just an expense—it's an investment that pays off long-term in terms of both growth and valuation.Finally, Wendy emphasizes the importance of starting with strategy before diving into tactics. Many businesses rush into digital marketing or paid ads without a clear brand strategy, leading to wasted resources and ineffective messaging. Instead, businesses should define their unique value propositions, set clear goals, and develop a comprehensive brand strategy to guide all marketing efforts. This ensures that all campaigns and messaging are aligned with the company's business objectives, reducing wasted spend and improving effectiveness.About Wendy CoulterWendy Coulter is the President and CEO of Hummingbird Creative Group, a branding and marketing agency that helps businesses elevate their brands to drive growth. With over 30 years of experience in marketing, Wendy has worked with numerous companies to create impactful, strategic brands that resonate with their audiences and position them for long-term success. She is passionate about using branding as a tool for transformation, helping businesses of all sizes navigate the complexities of the market to stand out and thrive.About Hummingbird Creative GroupHummingbird Creative Group is a strategic branding agency dedicated to helping businesses of all sizes build and elevate their brands. With a focus on clarity and differentiation, Hummingbird works closely with clients to define their core values, mission, and unique positioning. The agency's services go beyond traditional marketing; they aim to create a cohesive brand experience that aligns with business goals, drives growth, and fosters internal culture. Through their tailored approach, Hummingbird helps companies build brands that resonate with both their teams and their customers.Links Mentioned in This Episode:Hummingbird Creative GroupThe Hummingbird Effect PodcastKey Episode HighlightsBranding as a Strategic Asset: Strong branding impacts every aspect of your business, from culture to operations, and is critical in differentiating your company.Branding and Company Valuation: A...

Breaking Barriers and Building Community: Brittney Lincoln's Guide to Women in FranchisingIn a recent episode of The Thoughtful Entrepreneur, Josh Elledge sits down with Brittney Lincoln, Founder of Females in Franchising, to explore the opportunities and challenges for women in the franchising industry. Brittney shares her journey, insights on gender dynamics, and practical strategies for women looking to succeed in franchising. This conversation highlights the power of mentorship, community, and emerging franchise opportunities, offering a roadmap for aspiring and current female entrepreneurs in the space.Empowering Women in a Male-Dominated IndustryBrittney explains that franchising remains heavily male-dominated, with women holding only about 20% of C-suite roles and owning less than 30% of franchise establishments. Fewer than 10% of franchisor companies are female-founded, and women receive less than 2% of venture capital funding. She points out that the gap is driven by lack of awareness, limited industry networks for women, and broader challenges such as access to capital.To address this, Brittney founded Females in Franchising — a community designed to connect women working in corporate franchise roles, female franchise owners, women-owned vendor businesses, and aspiring entrepreneurs. The platform offers a supportive space for sharing experiences, learning from experts, and accessing resources tailored to women in the industry. She emphasizes that franchising provides a unique middle ground between traditional entrepreneurship and corporate life, offering flexibility, proven systems, and community.Brittney also outlines key growth sectors for women entering franchising, including service-based franchises, health and wellness concepts, and childhood enrichment programs. She encourages women to research local market needs, choose opportunities aligned with their passions, and leverage mentorship and franchise consultants to guide their decisions.About Brittney LincolnBrittney Lincoln is the Founder of Females in Franchising, an organization dedicated to connecting, educating, and supporting women in the franchising industry. She is passionate about creating pathways for women to achieve leadership, ownership, and influence within the sector.About Females in FranchisingFemales in Franchising is a community platform that provides mentorship, networking, and educational resources for women in the franchising world. It serves corporate professionals, franchise owners, vendors, and aspiring entrepreneurs, helping them navigate the unique challenges and opportunities in the industry.Links Mentioned in this EpisodeFemales in Franchising WebsiteBrittney Lincoln on LinkedInEpisode HighlightsThe current gender gap in franchising and why it exists.The mission and purpose behind Females in Franchising.High-growth franchise sectors for women, including services, wellness, and education.How mentorship accelerates career and business success.The role of franchise consultants in finding the right opportunity.ConclusionBrittney Lincoln's work is helping women break into and thrive in the franchising industry through community, mentorship, and access to tailored resources. Her message is clear: opportunities are abundant, but women need the right connections, guidance, and confidence to seize them. By fostering collaboration and

Unlocking Small Business Success: Insights from Levi King, Founder & CEO of NavIn a recent episode of The Thoughtful Entrepreneur, host Josh Elledge speaks with Levi King, Founder and CEO of Nav, about building a solid financial foundation for small business growth. Levi draws on his experience as a serial entrepreneur and fintech leader to unpack the complexities of business credit, share best practices for navigating the often unregulated lending landscape, and highlight the mental health priorities that keep entrepreneurs resilient. This conversation offers practical strategies and tools for business owners who want to strengthen their credit, secure better financing, and safeguard their well-being.Building Credit, Navigating Lending, and Prioritizing Mental HealthLevi explains the key differences between personal and business credit, noting that business credit operates in a less transparent environment with varying data across Dun & Bradstreet, Experian, and Equifax. He shares how Nav helps entrepreneurs monitor and improve their credit by aggregating reports from all major bureaus, integrating cash flow insights, and providing personalized, actionable recommendations. Levi also discusses the launch of the Nav Prime Card, designed to help business owners build both business and personal credit through daily underwriting and repayment, creating a pathway to more traditional financing options.The conversation then turns to the realities of small business lending, where Levi warns against opaque pricing and aggressive marketing from certain lenders. He advises entrepreneurs to prioritize transparency, fully understand the true cost of financing, and consider platform-based lending options that often offer better rates. By combining data-driven decision-making with ethical lending practices, Levi underscores that businesses can protect themselves while securing the capital they need to grow.Finally, Levi addresses the human side of entrepreneurship, emphasizing the importance of managing stress and protecting mental health while running a business. He shares that success isn't just about credit scores and capital—it's about sustaining the energy and mindset needed for long-term growth. Through Nav's resources, tools, and commitment to transparency, Levi and his team aim to empower small business owners to thrive both financially and personally.About Levi KingLevi King is the Founder and CEO of Nav, a leading financial health platform for small businesses. A serial entrepreneur with multiple successful exits, Levi is passionate about making business credit and lending more transparent and accessible for entrepreneurs.About NavNav is a fintech platform that helps small business owners understand and improve their business credit, connect to financing, and make informed financial decisions. By aggregating data from all major business credit bureaus and integrating cash flow insights, Nav provides tailored recommendations and tools to help entrepreneurs grow their businesses with confidence.Links Mentioned in this EpisodeNav WebsiteLevi King on LinkedInEpisode HighlightsUnderstanding the key differences between personal and business creditHow Nav aggregates and simplifies business credit dataThe benefits of the Nav Prime Card for building creditNavigating the unregulated small business lending landscapeWhy mental health is a critical part of entrepreneurial successConclusionLevi King's insights reveal that financial health for small businesses is about more than numbers—it's...

How to Successfully Work with Local Governments: Insights from Shane Silsby of Silsby Strategic AdvisorsIn this episode of The Thoughtful Entrepreneur, host Josh Elledge talks with Shane Silsby, CEO and Founder of Silsby Strategic Advisors and author of Managing for Meteors: Preparing Local Government Leaders Before the Impact. Shane shares his deep expertise on the evolving local government landscape, the challenges agencies face, and how businesses can position themselves as trusted, long-term partners. Listeners gain practical advice on building authentic relationships, navigating procurement, and offering strategic value beyond just the lowest bid.Building Trust and Value in Local Government PartnershipsShane explains that working effectively with local governments requires a clear understanding of their constraints, workforce challenges, and shifting leadership dynamics. He points to the “silver tsunami” of retirements and the influx of younger leaders as both a challenge and an opportunity for the private sector to bring fresh expertise. Businesses that research agency needs, approach with empathy, and provide specialized knowledge can fill critical gaps in skills and capacity.He emphasizes that procurement at the local level isn't solely about price—it's about qualifications, problem-solving ability, and alignment with the agency's mission. Companies that lead with value, demonstrate a track record of success, and remain engaged beyond a single project are more likely to earn repeat work. Building relationships over time, rather than pushing for quick wins, creates trust and credibility that pays off in the long run.Shane also recommends that businesses tailor their approach to each agency's unique situation, from offering fractional or project-based services to helping with disruption preparedness. He advises proactive engagement, sharing resources, and being honest about capabilities—even referring other providers when it's a better fit. By doing so, businesses position themselves not just as vendors, but as indispensable partners in delivering better outcomes for communities.About Shane SilsbyShane Silsby is the CEO and Founder of Silsby Strategic Advisors and author of Managing for Meteors. With extensive leadership experience in public works and infrastructure, Shane helps local governments and private sector partners prepare for major disruptions, strengthen organizational capacity, and build sustainable solutions for community needs.About Silsby Strategic AdvisorsSilsby Strategic Advisors is a consulting firm specializing in helping local governments navigate disruption, address workforce challenges, and enhance service delivery. The firm also works with private sector companies to successfully engage with public agencies through strategic planning, relationship-building, and targeted expertise.Links Mentioned in this EpisodeSilsby Strategic AdvisorsManaging for Meteors – BookEpisode HighlightsLocal governments face generational shifts and workforce shortages, creating opportunities for private sector expertise.Procurement at the local level values qualifications and alignment over lowest price.Long-term relationships and trust are essential for sustained public sector partnerships.Businesses should consider offering fractional or project-based services to meet agency needs.Proactive disruption preparedness positions companies as valuable, strategic...

Data-Driven B2B Growth in 2025: Insights from Hamlet Azarian of Azarian Growth AgencyIn this episode of The Thoughtful Entrepreneur, Josh Elledge talks with Hamlet Azarian, CEO of Azarian Growth Agency, about how B2B companies can accelerate growth in 2025 using real-time data, AI integration, and signal-based marketing strategies. Hamlet explains how his team helps founder-led startups and mid-market companies break through revenue plateaus by aligning marketing and sales processes with timely, personalized outreach. This conversation reveals the specific tactics, tools, and mindset shifts businesses need to stay competitive in today's fast-changing landscape.Leveraging Signals, AI, and Authenticity for Sustainable GrowthHamlet emphasizes that the traditional, linear sales funnel is being replaced by signal-based marketing, where businesses act on real-time indicators like industry news, contract awards, or leadership changes within target accounts. This approach enables highly relevant outreach that improves conversion rates and strengthens relationships. Azarian Growth Agency uses platforms like Clay, combined with CRMs such as HubSpot or Salesforce, to capture and act on these signals efficiently.Beyond signals, Hamlet shares how his agency has been “AI-first” since 2020, embedding artificial intelligence into marketing and sales workflows for everything from prospect research to content creation. By building “core files” containing brand guidelines, customer personas, and case studies, AI outputs remain accurate, on-brand, and strategically aligned. Human oversight ensures AI acts as a co-pilot, not a replacement, preserving quality and authenticity.For SaaS founders, Hamlet recommends a founder-led social media strategy to generate excitement and credibility before launch. By openly sharing the product journey—including both wins and challenges—leaders can build trust, encourage audience engagement, and create anticipation. Combined with Azarian Growth Agency's selective onboarding process and complimentary exploratory audits, this authenticity-driven approach sets the foundation for long-term, sustainable growth.About Hamlet AzarianHamlet Azarian is the CEO of Azarian Growth Agency, a B2B marketing consultancy specializing in data-driven growth strategies. With a focus on real-time engagement, AI integration, and scalable processes, Hamlet has helped startups and mid-market companies across industries accelerate revenue growth and optimize marketing performance.About Azarian Growth AgencyAzarian Growth Agency partners with B2B companies to deliver predictable, scalable growth through data enrichment, automation, and signal-based marketing. Their services include marketing strategy, AI integration, sales enablement, and founder-led brand building. The agency works selectively with clients to ensure strong alignment and measurable impact, offering free exploratory audits to identify high-value growth opportunities.Links Mentioned in this EpisodeAzarian Growth Agency WebsiteHamlet Azarian on LinkedInEpisode HighlightsWhy traditional funnels are being replaced by signal-based marketing.How AI can accelerate marketing and sales without replacing human judgment.The importance of core files to

Unlocking Sustainable Growth with Customer Retention Strategies from Yemi Oluseun of The Change HiveIn this episode of The Thoughtful Entrepreneur, host Josh Elledge speaks with Yemi Oluseun, Founder and CEO of The Change Hive. With a background in fintech and corporate transformation, Yemi shares why customer retention—not just acquisition—is the most powerful growth lever for any business. She outlines her five-point retention model, detailing how SaaS founders, service-based entrepreneurs, and growth leaders can build a loyal customer base, reduce churn, and expand revenue through smarter engagement and community building.How to Build a Retention-First Business That Fuels Long-Term GrowthYemi reveals that many businesses plateau not because they can't attract new customers—but because they're losing them too soon. Her five-point retention model helps leaders plug those leaks by focusing on onboarding, behavior tracking, customer habits, feedback loops, and timing review requests with customer milestones. From onboarding roadmaps and “quick wins” to using behavioral analytics and hosting customer roundtables, Yemi emphasizes creating early value, consistent engagement, and authentic relationships that turn customers into brand advocates.One of her most powerful insights is the importance of review-based feedback and expansion selling. By mapping the customer journey, identifying key touchpoints, and knowing when to request testimonials, businesses can not only improve retention but unlock new revenue streams. Yemi also shares tools like retention scorecards, milestone mapping, and customer health monitoring—reinforcing that retention isn't just a tactic, it's a strategy that touches every part of your business.Yemi's approach is actionable and measurable. She encourages founders to shift their focus from front-end sales to post-sale engagement and build a company culture where retention is everyone's responsibility. With the right systems, support, and mindset, you can transform customer success into your most reliable and scalable growth engine.About Yemi OluseunYemi Oluseun is the founder and CEO of The Change Hive, a consulting and training company that helps mission-driven businesses grow sustainably through retention-first strategies. With a background in corporate transformation, fintech, and customer growth, she's passionate about helping leaders turn clients into long-term advocates.About The Change HiveThe Change Hive empowers business leaders with the strategies and systems they need to improve customer retention and expand revenue. Through diagnostics, frameworks, and live workshops, The Change Hive helps SaaS and service-based businesses create sticky, high-value customer relationships.Links Mentioned in this Episode:The Change Hive WebsiteYemi Oluseun on LinkedInThe Change Hive Retention ScorecardEpisode Highlights:Why retention is the most overlooked yet powerful growth leverThe Change Hive's five-point retention model for reducing churnHow to use behavioral analytics and roundtables to drive engagementThe role of milestone-based review requests in boosting trust and referralsHow to identify revenue expansion opportunities with existing customersConclusionYemi Oluseun makes a compelling case for shifting your focus from acquisition to retention. With the right systems and engagement strategies in place, you can create a business that grows...

Unlocking Sustainable Growth with Customer Retention Strategies from Yemi Oluseun of The Change HiveIn this episode of The Thoughtful Entrepreneur, host Josh Elledge speaks with Yemi Oluseun, Founder and CEO of The Change Hive. With a background in fintech and corporate transformation, Yemi shares why customer retention—not just acquisition—is the most powerful growth lever for any business. She outlines her five-point retention model, detailing how SaaS founders, service-based entrepreneurs, and growth leaders can build a loyal customer base, reduce churn, and expand revenue through smarter engagement and community building.How to Build a Retention-First Business That Fuels Long-Term GrowthYemi reveals that many businesses plateau not because they can't attract new customers—but because they're losing them too soon. Her five-point retention model helps leaders plug those leaks by focusing on onboarding, behavior tracking, customer habits, feedback loops, and timing review requests with customer milestones. From onboarding roadmaps and “quick wins” to using behavioral analytics and hosting customer roundtables, Yemi emphasizes creating early value, consistent engagement, and authentic relationships that turn customers into brand advocates.One of her most powerful insights is the importance of review-based feedback and expansion selling. By mapping the customer journey, identifying key touchpoints, and knowing when to request testimonials, businesses can not only improve retention but unlock new revenue streams. Yemi also shares tools like retention scorecards, milestone mapping, and customer health monitoring—reinforcing that retention isn't just a tactic, it's a strategy that touches every part of your business.Yemi's approach is actionable and measurable. She encourages founders to shift their focus from front-end sales to post-sale engagement and build a company culture where retention is everyone's responsibility. With the right systems, support, and mindset, you can transform customer success into your most reliable and scalable growth engine.About Yemi OluseunYemi Oluseun is the founder and CEO of The Change Hive, a consulting and training company that helps mission-driven businesses grow sustainably through retention-first strategies. With a background in corporate transformation, fintech, and customer growth, she's passionate about helping leaders turn clients into long-term advocates.About The Change HiveThe Change Hive empowers business leaders with the strategies and systems they need to improve customer retention and expand revenue. Through diagnostics, frameworks, and live workshops, The Change Hive helps SaaS and service-based businesses create sticky, high-value customer relationships.Links Mentioned in this Episode:The Change Hive WebsiteYemi Oluseun on LinkedInThe Change Hive Retention ScorecardEpisode Highlights:Why retention is the most overlooked yet powerful growth leverThe Change Hive's five-point retention model for reducing churnHow to use behavioral analytics and roundtables to drive engagementThe role of milestone-based review requests in boosting trust and referralsHow to identify revenue expansion opportunities with existing customersConclusionYemi Oluseun makes a compelling case for shifting your focus from acquisition to retention. With the right systems and engagement strategies in place, you can create a business that grows...

Navigating Sudden Wealth and Money Mindset with Lisa Peterson of Wealth ClinicIn this episode of The Thoughtful Entrepreneur, host Josh Elledge speaks with Lisa Peterson, founder of Wealth Clinic, money coach, and author of The Money Catalyst: Your Guide to Prosperity, Freedom, and Living Your Best Life. Lisa shares how sudden wealth—whether from business success, inheritance, or windfalls—can trigger emotional and psychological challenges many people aren't prepared for. She offers a practical, mindset-first approach to managing newfound wealth, healing money wounds, and building long-term financial freedom through self-awareness and intentional strategy.Why Money Mindset Matters When Wealth Happens FastLisa explains that most people have never learned how to manage large sums of money, and when sudden wealth hits, it often brings stress, fear, and decision fatigue. She introduces the concept of evaluating your “money upbringing” and how subconscious beliefs—formed early in life—can drive behaviors like overspending, fear-based investing, or avoiding financial decisions altogether. Lisa emphasizes that before taking action with new wealth, you must pause, reflect, and understand your internal money narrative.Through her framework of eight catalysts for transformation, outlined in The Money Catalyst, Lisa helps individuals define their version of prosperity, shift limiting beliefs, and take aligned financial action. She and Josh discuss how wealth without emotional clarity can actually decrease quality of life, and how many high-income earners still live in scarcity due to unresolved internal patterns. Lisa encourages working with professionals who understand both the emotional and financial complexities of sudden wealth and building support systems that focus on education, strategy, and healing.Lisa also offers actionable steps for those navigating wealth transitions—from pausing before making decisions, to assembling a trusted advisory team, setting up financial guardrails, and creating a long-term vision. Most importantly, she reminds listeners that true prosperity isn't a number—it's the feeling of freedom, confidence, and alignment that comes from knowing you're using your wealth intentionally.About Lisa PetersonLisa Peterson is a money coach, business advisor, and founder of Wealth Clinic. She specializes in helping entrepreneurs and high earners transform their relationship with money by combining emotional intelligence, financial literacy, and long-term strategy. She's also the host of the Mindful Millionaire podcast.About Wealth ClinicWealth Clinic helps purpose-driven individuals and entrepreneurs unlock abundance through coaching, mindset work, and financial strategy. With a focus on healing money wounds and creating lasting financial transformation, Wealth Clinic empowers clients to live aligned, prosperous lives.Links Mentioned in this Episode:Wealth Clinic WebsiteLisa Peterson on LinkedInEpisode Highlights:Why sudden wealth often leads to overwhelm instead of easeThe importance of understanding your money story and upbringingLisa's eight catalysts for financial and emotional transformationHow subconscious beliefs can quietly sabotage your successPractical tips for building true financial confidence and freedomConclusionLisa Peterson reminds us that wealth isn't just about numbers—it's about mindset, clarity, and emotional well-being. By understanding your internal patterns and approaching money with intention, you...

How to Break Free from Founder-Led Operations: Ral West's Six Principles for Entrepreneurial FreedomIn this episode of The Thoughtful Entrepreneur, host Josh Elledge interviews Ral West, founder of Ral West: Livin' The Dream, a business coach and serial entrepreneur who helps six- and seven-figure founders step out of the day-to-day grind. Ral shares how she and her husband went from being tied to every task in their business to building systems that gave them true freedom. She breaks down her six principles for entrepreneurial freedom and explains how founders can delegate with confidence, build teams that thrive, and create businesses that support the life they actually want.Ral West's Six Core Principles for Scaling Without BurnoutRal West knows firsthand how easy it is for entrepreneurs to become the bottleneck in their business. Her six principles offer a practical, proven roadmap to shift from overwhelmed operator to empowered owner.The journey starts with building robust systems. Ral emphasizes that without clear, repeatable processes, founders stay stuck handling every detail. She recommends documenting even the smallest tasks and investing in tools like SOPs, automation platforms, and video training. Next, she encourages founders to measure and track data relentlessly—what gets measured gets managed. Setting up dashboards and reviewing KPIs regularly keeps the business on track and reveals areas for improvement.One of the biggest mindset shifts comes through leveraging your time through delegation. Ral explains that true growth comes when founders stop doing everything themselves and start empowering others. She outlines how to delegate with structure, train your team effectively, and release the fear of imperfection. From there, it's critical to intentionally shape your company culture, develop your team, and deliver exceptional customer service. When these principles are in place, the founder becomes the visionary—not the workhorse.About Ral WestRal West is a serial entrepreneur, business coach, and founder of Ral West: Livin' The Dream. With decades of experience building and exiting multiple businesses, she now helps high-earning entrepreneurs reclaim their time, build systems, and scale their companies sustainably.About Livin' The DreamRal West: Livin' The Dream is a coaching and mastermind brand that equips entrepreneurs with tools to scale their businesses without burnout. Through small-group programs, personalized mentorship, and practical business systems, Ral helps founders design businesses that serve their lifestyle—not the other way around.Links Mentioned in this Episode:Ral West on LinkedInRal West: Livin' The DreamEpisode Highlights:The six principles for escaping founder-dependency and reclaiming your timeHow to build systems that let your business run without youWhy delegation is the key to sustainable growth (and how to do it right)Ral's advice on letting go of sales and building a strong teamA roadmap for founders ready to trade burnout for freedomConclusionRal West's story is a powerful reminder that you don't have to be everything in your business to make it succeed. By building systems, empowering your team, and intentionally designing your operations, you can create a business that gives you both profit and freedom. Whether you're buried in sales calls or wearing every hat in your company, this episode gives you a clear path forward—one that leads to entrepreneurial freedom on your own terms.Apply to be a Guest

Harnessing AI for Human-Centered Digital Transformation with Kamales Lardi of Lardi & Partner ConsultingIn this episode of The Thoughtful Entrepreneur, host Josh Elledge interviews Kamales Lardi, CEO of Lardi & Partner Consulting and author of Artificial Intelligence for Business: Harness AI for Value, Growth, and Innovation. Kamales shares how businesses can embrace digital transformation through AI while keeping the human element at the center. With decades of experience advising Fortune 500s, startups, and mid-sized companies, Kamales offers practical frameworks and expert guidance for business leaders navigating the complexities of tech disruption, virtual workforces, and sustainable innovation.Blending AI with Empathy: How Businesses Can Lead the FutureKamales makes it clear: AI is not a trend—it's a business imperative that's redefining customer engagement, operations, and innovation. But she cautions that leaders must avoid the “AI-first, people-second” trap. To truly transform, businesses must invest in AI adoption strategies that empower employees, support collaboration between humans and machines, and foster a culture of continuous learning.Leadership in the AI age requires a mindset shift. Kamales emphasizes the importance of evolving from traditional management to leading hybrid teams of humans and intelligent systems. This involves developing empathy, building trust, and helping employees adapt to changing roles while embracing technology as a tool—not a threat. Organizations that thrive will be those that pair technological innovation with human values and intentional culture-building.Through her work at Lardi & Partner Consulting, Kamales helps clients move from tactical technology adoption to long-term capability development. From defining clear transformation roadmaps to ensuring knowledge transfer, her approach empowers companies to build resilience and agility internally—so they're not reliant on consultants. Her advice to leaders: act with strategic clarity, communicate transparently, and align AI investments with a greater purpose that benefits both business and society.About Kamales LardiKamales Lardi is a digital transformation strategist, author, and CEO of Lardi & Partner Consulting. She helps global organizations leverage emerging technologies—like AI and blockchain—while keeping people and purpose at the heart of business innovation.About Lardi & Partner ConsultingLardi & Partner is a boutique consulting firm that guides companies through complex digital transformation. Their approach blends strategic planning with human-centered implementation, enabling clients to embrace innovation while building sustainable internal capabilities.Links Mentioned in this Episode:Lardi & Partner ConsultingKamales Lardi on LinkedInEpisode Highlights:Why AI is transforming every aspect of business—and how to lead that changeThe importance of empathy, trust, and human judgment in AI implementationHow to manage hybrid teams of humans and machinesBest practices for adopting AI while empowering employeesKamales's approach to sustainable digital transformation and internal capability-buildingConclusionKamales Lardi offers a compelling vision for leaders: transformation fueled by technology, grounded in humanity. By adopting abundance thinking, focusing on collaboration, and building leadership skills for a hybrid workforce, organizations can create long-term value. AI is here to stay—but it's the people behind it who...