Podcasts about kolbe certified consultant

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Best podcasts about kolbe certified consultant

Latest podcast episodes about kolbe certified consultant

PROFIT With A Plan
Simplify & Scale: The Power of a Clear Business Promise with Pete Mohr

PROFIT With A Plan

Play Episode Listen Later May 20, 2025 36:39 Transcription Available


REVUP Your Business with Hilda Gan
S6E12: Lead with Confidence — Embrace Your Unique Style with Laural Carr

REVUP Your Business with Hilda Gan

Play Episode Listen Later Jan 7, 2025 37:59


Leadership confidence is the foundation of effective decision-making, inspiring teams, and driving success. Knowing your strengths as a leader amplifies this confidence, enabling you to lead authentically and align your actions with your unique style. By understanding and leveraging your natural strengths, you can foster stronger connections, make impactful decisions, and inspire others to reach their full potential. Confidence and self-awareness are the keys to unlocking your leadership potential and creating a lasting impact.In this episode, we're joined by award-winning marketer and founder of Impagination Inc., Laural Carr. As a Kolbe™ Certified Consultant and Marketing Mindset Coach, Laural specializes in helping business leaders and their teams uncover their natural working styles to achieve success with ease.Join us as we explore how showing up authentically can empower you as a leader and inspire those around you. We'll also share more about the upcoming Business Leadership Breakthrough™ program and explore how it can support your success in 2025 and beyond!0:00 - Intro01:56 - What shakes leadership confidence07:22 - Why Laural and Hilda are teaming up to help leaders03:23 - Processing the world using Kolbe13:07 - How people perceive you and the way you communicate using Fascination Advantage15:09 - The importance of learning your personal leadership style 20:56 - Positive outcomes 25:25 - Business Leadership Breakthrough program overview31:16 - Becoming an inspiration leader32:30 - Confidence comes from seeing those wins35:03 - Learn more …Register for upcoming Business Leadership Breakthrough™ - https://www.impaginationinc.com/blb-15th-jan/Connect with Laural - https://www.linkedin.com/in/lauralcarr/Visit Impagination Inc - www.impaginationinc.com Hosted by Hilda Gan - ca.linkedin.com/in/hildagan Visit us at - peoplebrightconsulting.comFollow usLinkedIn - www.linkedin.com/company/pplbrightTwitter - twitter.com/pplbright Facebook - www.facebook.com/pplbrightInstagram - www.instagram.com/pplbright/ Hilda Gan is a sought-after expert on effective HR strategies, work culture enhancement, and employee engagement. Unique among HR consultants, Hilda combines over 25 years of HR expertise with business acumen and business owner experience.People Bright Consulting is an award-winning HR Management Consulting firm that helps leaders of companies build the foundations for successful hiring, healthy and inclusive work culture, and engaged staff. It starts with listening to our clients and finding pragmatic customized business solutions to HR problems.#Leadership #Confidence #Business

Better Business Better Life! Helping you live your Ideal Entrepreneurial Life through EOS & Experts

Welcome to Better Business, Better Life. Join host Debra Chantry-Taylor as she chats with guest Bill Stratton, a Certified EOS implementer and Kolbe Certified Consultant, about the transformative impact of EOS tools on businesses. Bill shares his inspiring journey from scaling a family-owned manufacturing company to revitalising a struggling home elevator business. He reveals how tools like the People Analyzer, Quarterly Conversations, and the Kolbe A Index have transformed team dynamics, employee engagement, and leadership success. With real-world success stories including a cybersecurity firm tripling its size and a cabinetry business enhancing cohesion, this episode is packed with actionable strategies for creating the right EOS structure and achieving measurable business traction. Tune in for fresh insights into how EOS can help your business thrive.     HOST'S DETAILS:          ___________________________________________          ►Debra Chantry-Taylor is a Certified EOS Implementer | Entrepreneurial Leadership & Business Coach | Business Owner  ►Connect with Debra: debra@businessaction.co.nz  ►See how she can help you: https://businessaction.co.nz/        ____________________________________________      GUEST'S DETAILS:          ____________________________________________          ►Bill Stratton - Schedule a Call  ►Connect with Bill   ►Bill Stratton - LinkedIn          Chapters:    00:24 - Introduction   02:20 - Bill's Transformational Journey with EOS  07:21 - The Power of EOS Tools and Quarterly Conversations  12:39 - Effective Leadership and Difficult Conversations  18:14 - Kolbe A Index and Team Dynamics  24:21 - Success Stories and Real-World Impact  32:46 - EOS Tools and Proven Process  34:55 - Final Thoughts and Contact Information 

From There to Here
Shea Peffly: Leading with Love

From There to Here

Play Episode Listen Later Nov 13, 2024 53:57


Shea Peffly is a coach and EOS implementer. On this episode, she shares the impact of music on her life, doing the work, listening to our elders' stories, real world applications, defining your core values, practicing what you teach, the importance of self-care, and we have a high-level discussion of EOS and the entrepreneur.Shea Peffly, the CEO of Menagerie Coaching, is dedicated to assisting executives in achieving their goals within their businesses. Specializing in professional training, leadership team facilitation, and coaching, Shea is a Certified EOS Implementer, Kolbe Certified Consultant, and Professional Certified Multiple Brain Integration (mBit) Coach.To learn more, visit:linkedin.com/in/jason-Shupp-18b4619bListen to more episodes on Mission Matters:https://missionmatters.com/author/Jason-Shupp/

Wealthy Woman Lawyer Podcast
Episode 254 Should You Hire a Recruiter with Julie Shore

Wealthy Woman Lawyer Podcast

Play Episode Listen Later Jun 20, 2024 50:03 Transcription Available


In today's episode of the Wealthy Woman Lawyer® podcast, I chat with Julie Shore, founder and CEO of Career Development Advisors. Career Development Advisors partners with law firms and individuals to focus on strength-based career development solutions.Julie is passionate about playing to strengths and building productive teams that support one another and does so through her retained recruiting, career development, and career coaching services.Julie has also served as a guest speaker/facilitator/moderator for panel discussions in the legal field for 7+ years on career development, recruiting and career related topics through Zoom meetings, in-person training for small groups as well as national stages. She earned her BS in Human Resource Management from King's College in Wilkes-Barre and has been a Senior Certified Professional in Human Resources since 2011, which requires continuing education to recertify every three years. In addition, Julie has been a Kolbe™ Certified Consultant since 2016, which also requires continuing education annually. Listen in as Julie and I discuss:The importance of flexibility in the workplace and how small law firms can leverage itCreative strategies for recruiting in a competitive job marketThe role of company culture and core values in attracting and retaining employeesEffective interview techniques and the use of tools like the Kolbe IndexCommon reasons employees leave law firms and how to address themHow small law firms can differentiate themselves from larger firms in recruitingThe benefits of using a recruiter and what to expect from the processAnd much more!Links to Love:***Want to connect with Julie? Visit her website: http://www.careerdevelopmentadvisors.net/Or follow her on social media: https://www.linkedin.com/in/juliepeopleadvisor/Looking for help scaling your law firm business?***Book a Practice Growth Assessment call with me.***Head over to our website and add yourself to our email list by grabbing a copy of our popular guide: What Wealthy Woman Law Firm Owners Know That You Don't. www.wealthywomanlawyer.com***Please Leave a Review and Share. If you love the Wealthy Woman Lawyer® Podcast, we'd be ever so grateful if you'd: 1) Leave us a review on Apple Podcasts and 2) Share your favorite episode with another woman law firm owner you know will benefit from it!

REVUP Your Business with Hilda Gan
How Business Leaders Unleash Their Confidence with Laural Carr | S5E24

REVUP Your Business with Hilda Gan

Play Episode Play 39 sec Highlight Listen Later Mar 19, 2024 41:52


The trick to business leadership is knowing who you are, what you are good at, and how to communicate effectively. This will not only boost your confidence in your own abilities and decision-making, but also have a positive impact on your business and on those around you. But how do you discover and unleash your confidence?Laural Carr is an award-winning marketer and Founder of Impagination Inc. She is passionate about helping her clients to work in their natural style and achieve their desired results with ease. She helps businesses find more clients, shorten their sales cycle and generate more revenue. She is a Kolbe™ Certified Consultant and loves to help business leaders and their teams to excel. As a Marketing Mindset Coach, she helps her clients to show-up and find their marketing groove by identifying their unique strategy. Impagination Inc. builds smart, targeted strategies to differentiate your business and streamline business development to find more clients like your best clients. They uniquely tailor the strategy and the message to be easy for the people who drive the business. In this episode, Laural shares her passion for helping others become their most confident selves, why this is important for leadership and business, a conversation on Kolbe, the Business Leadership Breakthrough, and more!Chapters:02:49 - Passion for helping others to be confident in themselves03:41 - Kolbe™14:40 - Why confidence is important for leadership and business19:40 - Business Leadership Breakthrough  30:57 - EXCELerate202436:53 - More on the Business Leadership Breakthrough38:52 - Where to find Laural Join the Business Leadership Breakthrough Waiting List - https://www.impaginationinc.com/business-leadership-breakthrough-waitlist/Connect with Laural on LinkedIn - https://www.linkedin.com/in/lauralcarr/Visit Impagination Inc - www.impaginationinc.com…Hosted by Hilda Gan - ca.linkedin.com/in/hildagan Visit us at - peoplebrightconsulting.comFollow usLinkedIn - www.linkedin.com/company/pplbrightTwitter - twitter.com/pplbright Facebook - www.facebook.com/pplbrightInstagram - www.instagram.com/pplbright/ Hilda Gan is a sought-after expert on effective HR strategies, work culture enhancement, and employee engagement. Unique among HR consultants, Hilda combines over 25 years of HR expertise with business acumen and business owner experience.People Bright Consulting is an award-winning HR Management Consulting firm that helps leaders of companies build the foundations for successful hiring, healthy and inclusive work culture, and engaged staff. It starts with listening to our clients and finding pragmatic customized business solutions to HR problems.#Confidence #Leadership #Business #Motivation #Success

The Stacking Benjamins Show
Learn How to Avoid Becoming Miserably Wealthy (SB 1481)

The Stacking Benjamins Show

Play Episode Listen Later Feb 23, 2024 72:50


Over the course of your life, would you prefer to feel special or happy? If you can only choose one in your life, which one would you choose and feel like you made the most of it? That's the topic for our roundtable discussion today. We're joined by our very special guest Dana Anspach, CFP®, RMA®, Kolbe Certified™ Consultant, and Founder & CEO of Sensible Money, LLC. She's joined by our in-house sourpuss OG and Len Penzo, creator of the award-winning blog lenpenzo.com. Our panel discusses whether achieving "happy" or "special" is necessarily an either/or decision, or if there's some middle ground between the two. Joe goes on to clarify that the author's definition of "special" centers around addiction to professional success: addicted to being hardworking, successful, and wealthy. We tackle why many success-focused people are actually "miserably rich." Do you have to sacrifice your happiness in order to achieve professional success, or is there a way to have the best of both worlds? In the second half of the discussion, sponsored by DepositAccounts.com, we dive into how to overcome workaholism, so you avoid being miserable and wealthy. Is shedding materialism in favor of simplicity the secret to maintaining a healthy balance between success and happiness? Stay tuned for Doug's amazing big-money question. Will Dana propel Paula into a 3-way tie for first place or will OG or Len take sole possession of the lead? FULL SHOW NOTES: https://www.stackingbenjamins.com/balancing-success-and-happiness-1481 Deeper dives with curated links, topics, and discussions are in our newsletter, The 201, available at https://www.StackingBenjamins.com/201 Enjoy! Learn more about your ad choices. Visit podcastchoices.com/adchoices

The World's Okayest Entrepreneur
Your Instincts Are Your Superpower | An Eye Opening Conversation with Erin Werde of Instinctive Advantage | Episode #029

The World's Okayest Entrepreneur

Play Episode Listen Later Jan 23, 2024 76:01


Welcome to the "World's Okayest Entrepreneur," the podcast for the okay entrepreneur who doesn't have an MBA and is just figuring it out as they go.In the is episode we sat down with Erin Werde, A Kolbe Certified Consultant and President and Owner of The Instinctive Advantage, a company that specializes in building better teams through the power of instincts. The Kolbe Test, also know as The Kolbe A Index, is an assessment that measures a person's natural instincts and strengths. In this episode you will hear us discuss the results of Andrew and Larissa's Kolbe results and what it all means. This episode is full of so many great insights on why we all work they way we do and why sometimes we feel out of place in the way we "think" we should be working.The Instinctive AdvantageLI: https://www.linkedin.com/in/erin-werde-7671917/The World's Okayest EntrepreneurIG: https://www.instagram.com/theworldsokayestpod/TW: https://twitter.com/wrldsokayestpodTT:https://www.tiktok.com/@worldsokayestpod

Differently: Assume the risk of creating an extra-ordinary life
Elevate Your Energy with Elizabeth Cook

Differently: Assume the risk of creating an extra-ordinary life

Play Episode Listen Later Jan 11, 2024 40:20


Have you ever wondered how your personal energy shapes your daily experiences and overall life trajectory? This week, Elizabeth Cook joins us again to teach us how to raise our energy awareness and how small, intentional shifts can turn a frustrating situation into a an opportunity to make a difference.Elizabeth is an Executive Coach specializing in career development and is also a Kolbe Certified™ Consultant. She works with mid-career professionals to help them enjoy their work more.Get ready to....Understand the role your energy plays in everyday life + workLearn how to shift your energy from one state to anotherBe inspired to leverage your energy in new waysAnd, more!Enjoy!Another Episode with Elizabeth:The Power of Proactive PlanningLearn more about Elizabeth:https://www.elizabethcookconsulting.com/Connect on LinkedIn:https://www.linkedin.com/in/elizabeth-cook-/Learn more about Carla:  https:/www.carlareeves.com/Connect on LI: https://www.linkedin.com/in/reevescarla/Connect on Pinterest: https://www.pinterest.com/carlasreevesaz/Explore Coaching with Carla:  https://bookme.name/carlareeves/lite/explore-coachingSupport the podcast!  Check out the merch!  https://www.bonfire.com/store/the-differently-shop/

Powered by Instinct
Lessons in Conative Excellence, Part II

Powered by Instinct

Play Episode Listen Later Dec 14, 2023 21:52


Kolbe Corp annually honors the organizations that display exceptional creativity and leadership when it comes to the use of conation and Kolbe Wisdom™. The award honoring organizational leadership in building conative excellence, called the Kolbe Enterprise Award, is our way of signaling that a strengths-based business is doing incredible work using their knowledge of instinctive strengths and application of that knowledge. In this episode of Powered by Instinct, host Toby Phillips engages with Kolbe Certified™ Consultants representing two of the finalists for the Kolbe Enterprise Award and dives into the integration of the Kolbe System™ within their organizations. The episode features insightful conversations with Shara Wokal and Clare Willson from Riff Creative, along with Hillary Snyder from Riverstone Communities. They all discuss their experiences and strategies in implementing the Kolbe principles for organizational development and team building, the impact Kolbe has had within throughout their organization and for their clients, and where they see their future with Kolbe. If you're interested in learning what Kolbe can do for your organization and how you can be a part of it, this episode is an invaluable resource with a ton of practical ideas to help take your business to the next level. Guest-at-a-Glance 

Differently: Assume the risk of creating an extra-ordinary life
The Power of Proactive Planning with Elizabeth Cook

Differently: Assume the risk of creating an extra-ordinary life

Play Episode Listen Later Sep 28, 2023 40:07


Do you love planning? Sticky notes? Goal Setting?Do you love new ideas for approaching these things? If so, you are going to love this conversation.  Our guest today, Elizabeth Cooks, is going to stir your thinking around planning so that you can get in the driver seat of your life and make sure that the motions you're making are leading to the life you want to be living.Elizabeth is an Executive Coach specializing in career development and is also a Kolbe Certified™ Consultant. She works with mid-career professionals to help them enjoy their work more.She's a pro when it comes to accountability planning and goal setting. Elizabeth is someone who models what she teaches in her own life.  You are going to love the thought process that lives behind her planning.Get ready to explore…Tangible strategies to make sure your plans align with your larger life goalsThe power of reflection while planningAnd, one powerful question that just might change everything as you plan the next day, month, quarter or year.Tune in and learn how you can plan with intention, focus on what matters most, and life life more fully along the way.Learn more about Elizabeth:https://www.elizabethcookconsulting.com/Connect on LinkedIn:https://www.linkedin.com/in/elizabeth-cook-/Learn more about Carla:  https:/www.carlareeves.com/Connect on LI: https://www.linkedin.com/in/reevescarla/Connect on Pinterest: https://www.pinterest.com/carlasreevesaz/Explore Coaching with Carla:  https://bookme.name/carlareeves/lite/explore-coachingSupport the podcast!  Check out the merch!  https://www.bonfire.com/store/the-differently-shop/

REVUP Your Business with Hilda Gan
S5E2: How to Find More Clients Like Your Best Client with Laural Carr

REVUP Your Business with Hilda Gan

Play Episode Play 50 sec Highlight Listen Later Sep 19, 2023 43:49


Have you ever taken on clients that you wished you hadn't? Or wished that you could find more clients like your best client?Laural Carr is an award-winning marketer and Founder of Impagination Inc. She is passionate about helping her clients to work in their natural style and achieve their desired results with ease. She helps businesses find more clients, shorten their sales cycle and generate more revenue. She is a Kolbe™ Certified Consultant and loves to help business leaders and their teams to excel. As a Marketing Mindset Coach, she helps her clients to show-up and find their marketing groove by identifying their unique strategy. Impagination Inc. builds smart, targeted strategies to differentiate your business and streamline business development to find more clients like your best clients. They uniquely tailor the strategy and the message to be easy for the people who drive the business.  In this episode, we discuss how you can get more of what you want through marketing, the importance of developing a business strategy, how to find the right people for your business, branding, Kolbe™ Certification x Fascination, and more!01:54 - Intro06:41 - Getting more of what you want through marketing / the process 12:50 - Finding the right people for your business / developing  a business strategy18:30 - Mission, Vision, and Values23:26 - Branding27:11 - Kolbe™ Certification 34:12 - Fascination x Kolbe™39:23 - Where to find Laural / upcoming collaborationVisit Impagination Inc. - www.impaginationinc.comConnect with Laural - https://ca.linkedin.com/in/lauralcarr…Hosted by Hilda Gan - ca.linkedin.com/in/hildagan Visit us at - peoplebrightconsulting.comFollow usLinkedIn - www.linkedin.com/company/pplbrightTwitter - twitter.com/pplbright Facebook - www.facebook.com/pplbrightInstagram - www.instagram.com/pplbright/ Hilda Gan is a sought-after expert on effective HR strategies, work culture enhancement, and employee engagement. Unique among HR consultants, Hilda combines over 25 years of HR expertise with business acumen and business owner experience.People Bright Consulting is an award-winning HR Management Consulting firm that helps leaders of companies build the foundations for successful hiring, healthy and inclusive work culture, and engaged staff. It starts with listening to our clients and finding pragmatic customized business solutions to HR problems.

Powered by Instinct
Using Kolbe Strengths to Navigate the Good Times and the Bad

Powered by Instinct

Play Episode Listen Later Aug 30, 2023 50:23


"My passion is opening lines of communication in a broken and hurting world, and that's where I see Kolbe as being so powerful." – Mari Martin In this episode of Powered by Instinct, Amy Bruske is joined by Mari Martin, “The Mother of Kolbe in West Michigan.”  Mari brings the type of insight you can only get from a dedicated Kolbe Certified™ Consultant for over 30 years. Mari shares how her MO, and her knowledge, has been instrumental in both her career and her personal life, through the good times and the bad. She covers how she used Kolbe as a foundation to build a successful practice, and how she then used that expertise to help her navigate her biggest challenge yet — her husband's stage 4 throat cancer diagnosis in 2013. (To learn more about their incredible journey together, check out Come Home Alive: The Power of Knowing how to Work Together to Make it Through the Crisis of Cancer.)  Whether you're a Kolbe Consultant who wants to change the world (Mari shares her 3 big pieces of advice for you) or just someone interested in an assessment that Mari describes as “practical, predictive, and prescriptive,” this episode is a must-listen. Guest-at-a-Glance 

The Relationship Guy
How to Improve Your Personal and Business Relationships with Dr Veronica Anderson

The Relationship Guy

Play Episode Listen Later Jun 29, 2023 54:34


John chats with Dr Veronica Anderson, an Intuitive Guide and Relationship Coach. Dr Veronica Anderson leverages Human Design and Energy Readings to reveal your authentic self, deliver transformational clarity, and empower high-achieving women to thrive both personally and professionally. She leverages her background as a licensed physician, practising psychic, and Kolbe Certified™ Consultant to deliver meaningful insight surrounding your health, relationships, career, and beyond. In turn, she offers a way forward through seemingly impassable obstacles, leaning on intuition to help you achieve your lifelong aspirations. In this episode John and Veronica discuss how to improve all types of relationships, both personal and business, utilising all areas of human experience including intuition and spirituality.  KEY TAKEAWAYS  Through her experience with burnout, Veronica left behind her medical career to concentrate on her Relationship Coaching utilising her intuitive abilities. The relationship guidance that Veronica offers also can be applied to help form high-performing teams for business settings. Reflecting on the fact that you are responsible for the position you are in is the first step. When you are in a relationship with someone it is important to understand your own spiritual perspective as well as theirs. BEST MOMENTS ‘I loved dealing with and helping my patients, I hated the business of medicine. But also just running around all day every day was not my particular energy.'-Veronica ‘That's one of the hardest things to do, I think, is to look at yourself.'-John ‘I like to jump off the ledge. I like to do, then ask questions.'-Veronica ‘Everybody that you come across is in your soul journey and meant to teach you something and your romantic relationship is the closest in and so it's going to be a crucible, the nature of it.'-Veronica ‘I had moulded myself into what I thought he would find pleasing. Because isn't that what we're taught to do?'-Veronica GUEST RESOURCES  https://drveronica.com/ VALUABLE RESOURCES Links: www.johnkennycoaching.comThe Bicycle Affect: https://youtu.be/oO7XZGvdWnoRelationship Video course and 1-2-1 coaching: Relationship Ready Online Programme - John Kenny (johnkennycoaching.com)To get in touch - email – john@johnkennycoaching.com or book a complimentary call –https://calendly.com/johnkennycoaching/30minIf people want to order a copy of the book then they can just pay postage of £4.95 (RRP £8.99) - www.johnkennycoaching.com/podcast-book-offerWant to be able to address the relationship issues in your life? - Why not book in for a complimentary call and we can discuss how you can get the new started with some new types of relationships - https://calendly.com/johnkennycoaching/30minThe Relationship Guy Podcast - https://omny.fm/shows/the-relationship-guy      CONTACT METHOD   Facebook – https://www.facebook.com/johnkennycoaching 
 LinkedIn – https://www.linkedin.com/in/john-kenny-coaching 
 Insta – https://www.instagram.com/johnkennycoaching/ 
 Twitter – https://www.twitter.com/johnkennycoach} 
 YouTube - https://www.youtube.com/channel/UCHTj9x6Tlo7lcIJITyx-tgQ   Clubhouse - @relationshipguy   ABOUT THE HOST   I am John Kenny, Award Winning Relationship Coach.Coaching people to experience healthy loving relationships. Having spent a life choosing unhealthy relationships and self sabotaging my own success, I now coach people to live a life they choose. www.therelationshipguy.co.uk          This show was brought to you by Progressive Media

Powered by Instinct
Getting Certified in Kolbe: Build a practice, maximize performance, change lives.

Powered by Instinct

Play Episode Listen Later May 30, 2023 39:02


If you're interested in becoming a coach, taking your consulting to the next level, becoming the Kolbe expert in your organization, or just learning everything you can about how individuals and teams naturally operate to the best of their abilities, this is a can't miss conversation. Why should you be a Kolbe Certified™ Consultant?: The answers are too numerous and varied to share in one podcast episode, but Amy Bruske and Stephanie Clergé do their best to hit as many highlights as possible in this informative and engaging episode. Learn about Stephanie's path from an ultimately unfulfilling career to an incredible coach, how she discovered Kolbe as the missing solution to client needs, and all the lessons she's learned on the way to becoming a Kolbe Expert and indispensable part of the Kolbe Corp team. Amy and Stephanie delve into the power of the Kolbe System™ and what it offers Kolbe Consultants. They also discuss innovative ways they've seen Kolbe Consultants impact the business world and individual clients alike, and how Kolbe's continuous education and on-demand learning resources provide consultants with the tools to support their clients on a deeper level.  Guest-at-a-Glance 

White Coat Wellness
Understanding the Importance of Organizational Culture (and How it Impacts Success) with Tom Loeblein

White Coat Wellness

Play Episode Listen Later May 19, 2023 38:28


Creating a positive organizational culture is crucial for the success of a medical or dental practice. Tom Loeblein, President and CEO of Healthcare Management Consultants and The Dental CFO, dedicates his career to building a strong culture within practices. He shares his insights on this episode of Prosperous Doc®, including why skills aren't the only thing to look for when hiring. Creating a positive work environment that motivates and engages employees is crucial to delivering world-class care and providing positive patient experiences — investing in your team's well-being is an investment in your patients (and your practice).By implementing Tom's strategies, practice owners can attract and retain top talent and achieve long-term success.

Powered by Instinct
Tales of a Newly Certified Kolbe Consultant

Powered by Instinct

Play Episode Listen Later Apr 20, 2023 33:58


Are you an assessment aficionado? Think you've tried them all? This week's episode of Powered by Instinct is a helpful way to learn how Kolbe is different. Kolbe helps you understand the ways you naturally take action and interact with others. But unlike many assessments, Kolbe is particularly suitable for work environments and can be used at various stages, from hiring to alignment within an organization. That said, understanding your instinctive strengths is a game changer in every relationship, whether professional or personal. In this episode of Powered by Instinct, Elizabeth Cook, a Kolbe Certified™ Consultant and Founder of Elizabeth Cook Consulting, LLC, joins our host Eric Herrera to discuss her first encounter with Kolbe, what changed once she took it, how she decided to become a consultant, the process behind it, and how she uses Kolbe with her clients. Also, you'll definitely want to stay tuned for her theory on parents having a “favorite” child. Guest-at-a-Glance Name: Elizabeth Cook What she does: Elizabeth is a career and leadership coach. Company: Elizabeth Cook Consulting, LLC Noteworthy: Elizabeth is also a Kolbe Certified™ Consultant. Where to find Elizabeth: LinkedIn  

Notable Leaders' Radio
How To Impact Your Company Culture with Kathy Tagenel

Notable Leaders' Radio

Play Episode Listen Later Apr 19, 2023 26:41


Kathy Tagenel Today on Notable Leaders' Radio, I speak with Kathy Tagenel, President of Go-Givers International. She shares the impact and power that comes from building the muscle of listening to and trusting your intuition. In fact, it was those moments that led her to discover her passion and purpose; helping companies build powerful Go Giver Cultures of fully engaged, valued and loyal employees and clients. A big mic drop moment came when she shared what makes up a healthy company culture. The simplicity of it is not only powerful but doable for companies and teams of any size. In today's episode, we discuss: How Kathy learned to listen to her inner voice and follow her intuition Why she decided to fire herself from a successful corporate job, and go out on her own to become a serial entrepreneur What she has learned about relationships along the way How she encourages leaders in the workplace to create a culture that builds a foundation to build upon. Kathy develops and delivers workshops and mastermind retreats for entrepreneurial and intrapreneurial leaders who want to grow their business by creating an exceptional culture based on the principles and framework of The Five Laws of Stratospheric Success from “The Go-Giver” by Bob Burg and John David Mann.  I learned so much from this conversation with Kathy and I think you will too.. She truly  is a remarkable woman who shares very openly about her life and all it has taken for her to be the success that she is today. Don't miss this one. FREE RESOURCES: The Go-Giver Way: 5 Principles for Creating a Culture of Excellence  https://thegogiver.com/culture Links to all the Go-Giver Books:   Guest Bio: As President of Go-Givers International, Kathy develops and delivers workshops and mastermind retreats for entrepreneurial leaders who want to grow their business by creating an exceptional culture based on the principles and framework of The Five Laws of Stratospheric Success from “The Go-Giver” by Bob Burg and John David Mann. Since 2008 Kathy has partnered with Bob Burg to grow The Go-Giver Movement and build The Go-Giver® brand. She is also the co-founder of The Go-Giver Success Alliance Mentorship Community. Kathy's background is in marketing, information technology, and entrepreneurship; her passion is working with entrepreneurs and intrapreneurs to help them understand and appreciate their unique gifts so they can realize their creative potential. As a Kolbe Certified™ Consultant she helps individuals discover and leverage their instinctive strengths for greater productivity and fulfillment. She received her B.S. in Electrical Engineering from Northwestern University and her MBA from the University of Chicago. She started her first business in 1999 and previously had worked for large corporations such as IBM, Ameritech and Verio. Kathy is an adventurer who loves to travel and boldly go where she's never gone before! Website: https://thegogiver.com Kolbe Website: https://thegogiver.com/kolbeLinkedin: https://www.linkedin.com/in/kathytagenel/ Belinda's Bio:  Belinda Pruyne is a sought-after Leadership Advisor, Coach, Consultant and Keynote speaker. She is a leading authority in guiding global executives, professionals and small business owners to become today's highly respected leaders. She gained a wealth of expertise in the client services industry as Executive Vice President, Global Director of Creative Management at Grey Advertising, managing 500 people around the globe. With over 20+ years of leadership development experience, she brings industry-wide recognition to the executives and companies she works with. Whether a startup, turnaround, acquisition, or global corporation, executives and companies continue to turn to Pruyne for strategic and impactful solutions in a rapidly shifting economy and marketplace.  Website: Belindapruyne.com Email Address: hello@belindapruyne.com LinkedIn: https://www.linkedin.com/in/belindapruyne  Facebook: https://www.facebook.com/NotableLeadersNetwork.BelindaPruyne/  Twitter: https://twitter.com/belindapruyne?lang=en  Instagram: https://www.instagram.com/belindapruyne/ 

Retire As You Desire
Fuel Your Company with Great Teamwork with Shannon Waller Part 2

Retire As You Desire

Play Episode Listen Later Feb 23, 2023 17:26


In today's episode, Bill is joined by Coach, Author, Speaker, and Founder of Your Team Success, Shannon Waller. They talk about the importance of teamwork in an organization and how having the right people in a company is crucial to achieving success. She also shares insights about teamwork and the success that she's gained from working with entrepreneurs and their teams over the years.   As a coach, author, speaker, and innovator, she has made her mark as the world's foremost expert on entrepreneurial teams. Shannon Waller operates with the mindset that business isn't just a head game; it's also a heart game.   Shannon Waller is a passionate expert on entrepreneurial teams. With Strategic Coach®, the premier entrepreneurial coaching company since 1991, she's the creator of The Entrepreneurial Team® Program, a parallel program for team members of Coach clients that focuses on fostering a winning Entrepreneurial Attitude in its participants.   A key decision-maker at Strategic Coach and a recognized trailblazer in the area of teamwork, Shannon is a sought-after speaker, presenter, and coach. She's a Kolbe Certified™ Consultant and the 2015 recipient of the Kolbe Professional Award for individual leadership in building conative excellence. She also co-authored the bestselling book Unique Ability® 2.0: Discovery and has written two books about entrepreneurial team success. Her first book, The Team Success Handbook, is a wealth of her distilled teamwork wisdom and includes 12 actionable strategies for working successfully in any entrepreneurial company. Most recently, Shannon published Multiplication By Subtraction, a comprehensive guide to gracefully letting go of wrong-fit team members.   A powerful speaker, she is always working to deepen her connection with the audience and thrives when confronted with the unexpected. Waller regularly speaks at summits and symposiums to enlighten the entrepreneurially minded about the power of teamwork and how, with the right people in the right places, a team can leverage you in innumerable ways.   Connect with Shannon at: Website: https://www.strategiccoach.com/   https://yourteamsuccess.com/ LinkedIn: https://www.linkedin.com/in/shannonwaller/   Listen to her podcast: https://apple.co/37Y5lVs Show notes: [0:18] How she got associated with Strategic Coach [9:40] What does money mean to Shannon? [11:51] Great teamwork ideas with your significant other [15:30] Where to find Shannon [17:14] Outro   Connect with Bill Bloom  Web: https://www.bloomfinancialco.com/ https://bloomfinancialco.kartra.com/page/bNJ87 Email: bill@bloomfinancial.us  LinkedIn: https://www.linkedin.com/in/bloomfinancial/ FB: https://www.facebook.com/retireasyoudesirepodcast   Securities and investment advisory services offered through Woodbury Financial Services, Inc. (WFS) member FINRA/SIPC. WFS. is separately owned and other entities and/or marketing names, products or services referenced here are independent of WFS.   Views expressed in this podcast are for general informational purposes only and are not intended to provide or be a substitute for specific professional financial, tax or legal advice or recommendations for any individuals. Information is based on sources believed to be reliable; however, their accuracy or completeness cannot be guaranteed.

Retire As You Desire
Fuel Your Company with Great Teamwork with Shannon Waller Part 1

Retire As You Desire

Play Episode Listen Later Feb 20, 2023 23:44


In today's episode, Bill is joined by Coach, Author, Speaker, and Founder of Your Team Success, Shannon Waller. They talk about the importance of teamwork in an organization and how having the right people in a company is crucial to achieving success. She also shares insights about teamwork and the success that she's gained from working with entrepreneurs and their teams over the years.   As a coach, author, speaker, and innovator, she has made her mark as the world's foremost expert on entrepreneurial teams. Shannon Waller operates with the mindset that business isn't just a head game; it's also a heart game.   Shannon Waller is a passionate expert on entrepreneurial teams. With Strategic Coach®, the premier entrepreneurial coaching company since 1991, she's the creator of The Entrepreneurial Team® Program, a parallel program for team members of Coach clients that focuses on fostering a winning Entrepreneurial Attitude in its participants.   A key decision-maker at Strategic Coach and a recognized trailblazer in the area of teamwork, Shannon is a sought-after speaker, presenter, and coach. She's a Kolbe Certified™ Consultant and the 2015 recipient of the Kolbe Professional Award for individual leadership in building conative excellence. She also co-authored the bestselling book Unique Ability® 2.0: Discovery and has written two books about entrepreneurial team success. Her first book, The Team Success Handbook, is a wealth of her distilled teamwork wisdom and includes 12 actionable strategies for working successfully in any entrepreneurial company. Most recently, Shannon published Multiplication By Subtraction, a comprehensive guide to gracefully letting go of wrong-fit team members.   A powerful speaker, she is always working to deepen her connection with the audience and thrives when confronted with the unexpected. Waller regularly speaks at summits and symposiums to enlighten the entrepreneurially minded about the power of teamwork and how, with the right people in the right places, a team can leverage you in innumerable ways.   Connect with Shannon at: Website: https://www.strategiccoach.com/   https://yourteamsuccess.com/ LinkedIn: https://www.linkedin.com/in/shannonwaller/   Listen to her podcast: https://apple.co/37Y5lVs Show notes: [0:00] Intro [0:15] Why does Shannon like writing books? [3:56] On teamwork [8:36] Drawing the line in terms of giving up tasks and keeping them [11:43] Her advice for people about finding the right folks [16:47] Using the Kolbe test to hire people [23:35] Outro   Connect with Bill Bloom  Web: https://www.bloomfinancialco.com/ https://bloomfinancialco.kartra.com/page/bNJ87 Email: bill@bloomfinancial.us  LinkedIn: https://www.linkedin.com/in/bloomfinancial/ FB: https://www.facebook.com/retireasyoudesirepodcast   Securities and investment advisory services offered through Woodbury Financial Services, Inc. (WFS) member FINRA/SIPC. WFS. is separately owned and other entities and/or marketing names, products or services referenced here are independent of WFS.   Views expressed in this podcast are for general informational purposes only and are not intended to provide or be a substitute for specific professional financial, tax or legal advice or recommendations for any individuals. Information is based on sources believed to be reliable; however, their accuracy or completeness cannot be guaranteed.

Powered by Instinct
The Power of Strengths-Based Coaching

Powered by Instinct

Play Episode Listen Later Jan 5, 2023 32:09


Strengths-based coaching can have an incredible impact for companies of all sizes and across various industries. When businesses commit to the people part of their organization, amazing results follow.  Great strengths-based coaching requires expertise on instinctive strengths as well as expertise in coaching. It's essential to know how to create buy-in from the top down, and to create a safe environment that allows individuals that show resistance to ask questions and eliminate doubts so the entire team can commit to increasing productivity, lowering stress, and improving collaboration. In this episode of Powered by Instinct, our guest is Jessica Harrington, Executive Business Coach at Carson Coaching. Jessica is a Kolbe Certified™ Consultant and recipient of the 2022 Kolbe Professional Award. If you're interested in developing as a strengths-based leader, you don't want to miss this one!  Guest-at-a-Glance 

ListenUp!
Reese Jones - Answering and Treating Skeptical Hearing Loss Patients

ListenUp!

Play Episode Listen Later Dec 29, 2022 42:41


Reese Jones is a Practice Trainer at AuDExperts where he works with practices around the country, training their staff to better help patients. He is dedicated to resolving the healthcare epidemic of hearing loss and the cognitive dysfunction associated with it. Before entering his current role, he worked at Intermountain Audiology Hearing Clinics and EIA Media Group. He is also a Kolbe Certified Consultant, administering assessments that measure the instinctual skill set of each individual. In this episode… Audiology is a unique and often challenging branch of healthcare. While many ailments and diseases are treated with urgency, there can be reluctance when it comes to hearing loss. The danger and difficulty still exist without the same willingness from most patients. What many people need is someone outside the conventional system to talk to them. Reese Jones fills this need through his role at AuDExperts. Rather than merely sell patients on his own treatment or technology, he makes recommendations and helps them from a compassionate angle. So how does he do it? In this episode of the ListenUp! Podcast, Dr. Mark Syms sits down with Reese Jones, a Practice Trainer at AuDExperts, to go over conversations with patients and how to navigate them. They talk about Reese's own unique entrance into the field, his approach to those conversations, and the common questions that patients ask. They also touch on valuable resources that people should know.

Powered by Instinct
Using Kolbe in Financial Services

Powered by Instinct

Play Episode Listen Later Dec 1, 2022 24:44


No matter who you are and where you work, knowing your instinctive strengths will help you thrive. But one field that's seen particular advancements using Kolbe is the financial industry.  To explore why that is, our host Eric Herrera welcomes Libby Paul, Talent Development Manager at Keating & Associates. They talk about the benefits of Kolbe in the financial space, how it matches employees with work that fulfills them, and the impact of Kolbe on team development. Guest-at-a-Glance 

Powered by Instinct
Empower Your Kids and Embrace the Mess

Powered by Instinct

Play Episode Listen Later Oct 13, 2022 34:23


When you understand and embrace the power of instinctive strengths, it can make a huge difference at work. But the learning doesn't stop there.  A greater understanding of instinctive strengths can also provide incredible support in your personal journey, and in the growth of those you care about most — including your children.  In this episode of Powered by Instinct, our host and CEO David Kolbe welcomes Kolbe Certified™ Consultant Clare Willson. Clare shares the breakthrough she felt when she first took the Kolbe A™ Index and why she decided to become a Kolbe Certified™ Consultant and Youth Specialist. She details how Kolbe helped her empower her son and how she helps other parents do the same.  If only Clare had discovered Kolbe when she was young. It would have helped her process and appreciate her strengths when it comes to organizing. If you need to create shortcuts and need flexibility when it comes to working with systems and procedures, make sure to tune in for some great conversation on the topic! Guest-at-a-Glance Name: Clare Willson What she does: Clare is a team strategist at Riff Creative Studio.  Company: Riff Creative Studio  Noteworthy: Clare is also a Kolbe Certified Consultant, a Kolbe Certified™ Youth Specialist, and a former teacher.  Where to find Clare: LinkedInPodcast Insights 

Revtribes Podcast
How I Built My Tribe With Guest Dr. Emily Letran

Revtribes Podcast

Play Episode Listen Later Sep 23, 2022 40:49


This week's How I Built My Tribe podcast features an interview with Dr. Emily Letran. Dr. Emily is a serial entrepreneur, the CEO of many dental clinics, and a private coach to a large number of professionals. In addition, she is a Kolbe Certified Consultant. Dr. Emily assists busy business owners and entrepreneurs in increasing their net income, reducing stress, regaining time from work, and living happier, more productive lives. In this episode, she describes her entrepreneurial trajectory and the life lessons that have shaped her. [03:17] Dr. Emily's Journey - Dr. Emily shares her inspirational life narrative, covering her engagement in dentistry and her path from dental school graduation to establishing her coaching practice. [20:12] First Hire - Dr. Emily recounts her first hiring experience. [25:27] Transition – Dr. Emily explains why and how she decided to switch to consulting. [28:29] The Intrinsic Qualities – Dr. Emily opens up about the Kolbe Index results that characterize her, detailing the team that helped her succeed and the innate abilities and traits that paved the way for her success. [34:04] Core Values – Dr. Emily outlines some of the tenets she firmly upholds in her life and considers essential. [39:02] No.1 Advice -  Dr. Emily imparts her most valuable advice to anyone embarking on an entrepreneurial adventure. Resources: Connect with Dr. Emily: LinkedIn: linkedin.com/in/coachemilyletran/ Website: dremilyletran.com/

Powered by Instinct
Your Instinctive Strengths, Your Money and Your Team, with Dana Anspach

Powered by Instinct

Play Episode Listen Later Sep 15, 2022 36:20


On the latest installment of the Powered by Instinct Podcast, Kolbe Corp CEO David Kolbe talked with Dana Anspach about what it means to trust your gut in the high-stakes world of finance. Dana is a Kolbe certified™ Consultant and the founder and CEO of Sensible Money, a financial planning firm that regularly uses Kolbe theory to cater to their clients' instinctive needs. Understanding those needs allows Dana and her team to present and share information in the best possible way for each client, while also better understanding and anticipating client questions and reactions. David and Dana also discuss the impact Kolbe has had on her professional life, why Kolbe is the only assessment she uses with clients and with new and existing employees, and how taking the assessment helped her grow as a leader. Guest-at-a-Glance Name: Dana Anspach What she does: Dana is the founder and CEO of Sensible Money, LLC. Company: Sensible Money, LLC             Noteworthy: Dana is an influential thought leader in financial services and gives advice on financial planning and retirement. She is also a Kolbe Certified Consultant.  Where to find Dana: LinkedIn Podcast Insights 

The BizChix Podcast:  Female Entrepreneurs | Women Small Business | Biz Chix
540: How We Coach with the Kolbe with Elizabeth Cook

The BizChix Podcast: Female Entrepreneurs | Women Small Business | Biz Chix

Play Episode Listen Later Sep 8, 2022 50:44


Do you know how you solve problems? When faced with a brand new challenge, how do you analyze a problem and take action?  Today, we introduce you to our secret weapon in the $ix Figures Lab coaching program - the Kolbe A™ index. Looking beyond intelligence and emotions, the Kolbe A™ index identifies your innate approach to problem solving.  Elizabeth Cook, our $ix Figures Lab Accountability Coach and Kolbe Certified Consultant, joins me on this episode as we dig into all things Kolbe. Fascinated by the science of motivation and supporting clients in their goals through accountability, Elizabeth brings her insatiable curiosity and critical thinking to each and every coaching conversation with clients. Discover the benefits of knowing your team members' Kolbe scores, how it can change your relationships, both personal and professional, and why we pay for all of our clients to take the Kolbe as part of our $ix Figures Lab program. CLICK HERE to reserve your seat for the BizChix Strategic CEO Day. CLICK HERE to apply to work with Natalie in $ix Figures Lab. CLICK HERE to get all the links from this episode. This episode was first published at BizChix.com/540. Subscribe to our sister podcast, Stacking Your Team, on your podcast app or at BizChix.com/category/team.

Be Intentional
Understanding yourself better with special guest Kathy Tagenel

Be Intentional

Play Episode Listen Later Jul 18, 2022 39:36


In this episode, Josh speaks with Kathy Tagenel about optimizing your energy and partnerships and becoming a more effective communicator. Kathy Tagenel is a business strategist and developer. She is the president of Zoom Strategies, Inc., the strategy firm she started in 2004. Since 2008 Kathy has worked with Bob Burg to build The Go-Giver brand and grow The Go-Giver Movement worldwide. Kathy is the co-founder of The Go-Giver Community Network (https://thegogivercommunity.com). Kathy's background is in marketing, information technology, and entrepreneurship; her passion is working with entrepreneurs to help them understand their unique gifts and grow their businesses. She has also been a Kolbe Certified™ Consultant since 2005. Her Kolbe MO is 5 7 6 3. She received her B.S. in Electrical Engineering from Northwestern University and her MBA from the University of Chicago. She started her first consulting business in 1999 and previously had worked for large corporations such as IBM, Ameritech, and Verio. Kathy is an adventurer who loves to travel and boldly go where she's never gone before! One of her favorite places on earth is Lake Tahoe.   Connect with Kathy: https://www.zoomstrategies.com/ https://www.linkedin.com/in/kathytagenel/   Connect With Josh: https://www.linkedin.com/in/joshua-olmos/ https://www.instagram.com/josholmossr/   Recorded using Riverside.fm  

Powered by Instinct
How to Identify Instinctive Strengths and Optimize a Team for Success, Featuring Shelley Moore of Insight Strategic Concepts

Powered by Instinct

Play Episode Listen Later May 26, 2022 29:11


When you hire a person with a specific set of professional skills and experience, you are also welcoming a particular personality, AND someone with a specific way of naturally taking action.  Just like a strong team needs a wide variety of skills and viewpoints to thrive, successful organizations need a group with diverse instincts and problem-solving approaches in order to overcome roadblocks and reach their full potential. In this episode of Powered by Instinct, host David Kolbe welcomes Shelley Moore. Shelley is the Founder and President of Insight Strategic Concepts, and a Kolbe Certified™ Consultant for 24 years. The two discuss why it's essential for executives to identify each employee's MO early on and how they can fully optimize the strengths of their team members to take their business to the next level.  Guest-at-a-Glance Name: Shelley Moore What she does: Shelley is the Founder and President of Insight Strategic Concepts. Company: Insight Strategic Concepts Noteworthy: Shelley has been a Kolbe certified consultant since 1998.  She is the 2020 Kolbe Professional Award winner.Where to find Shelley: LinkedIn Podcast Insights 

Retire As You Desire
Teamwork - Fuel For Freedom and Fuel For Fun with Shannon Waller

Retire As You Desire

Play Episode Listen Later May 5, 2022 42:15


In today's episode, Bill is joined by Coach, Author, Speaker, and Founder of Your Team Success, Shannon Waller. They talk about the importance of teamwork in an organization and how having the right people in a company is crucial to achieving success. She also shares insights around teamwork and success that she's gained from working with entrepreneurs and their teams over the years.   As a coach, author, speaker, and innovator, she has made her mark as the world's foremost expert on entrepreneurial teams. Shannon Waller operates with the mindset that business isn't just a head game; it's also a heart game.   Shannon Waller is a passionate expert on entrepreneurial teams. With Strategic Coach®, the premier entrepreneurial coaching company since 1991, she's the creator of The Entrepreneurial Team® Program, a parallel program for team members of Coach clients that focuses on fostering a winning Entrepreneurial Attitude in its participants.   A key decision-maker at Strategic Coach and a recognized trailblazer in the area of teamwork, Shannon is a sought-after speaker, presenter, and coach. She's a Kolbe Certified™ Consultant and the 2015 recipient of the Kolbe Professional Award for individual leadership in building conative excellence. She also co-authored the bestselling book Unique Ability® 2.0: Discovery and has written two books about entrepreneurial team success. Her first book, The Team Success Handbook, is a wealth of her distilled teamwork wisdom and includes 12 actionable strategies for working successfully in any entrepreneurial company. Most recently, Shannon published Multiplication By Subtraction, a comprehensive guide to gracefully letting go of wrong-fit team members.   A powerful speaker, she is always working to deepen her connection with the audience and thrives when confronted with the unexpected. Waller regularly speaks at summits and symposiums to enlighten the entrepreneurially minded about the power of teamwork and how, with the right people in the right places, a team can leverage you in innumerable ways.   Connect with Shannon at: Website: https://www.strategiccoach.com/ https://yourteamsuccess.com/ LinkedIn: https://www.linkedin.com/in/shannonwaller/?originalSubdomain=ca   Listen to her podcast: https://apple.co/37Y5lVs Show notes: [1:29] Why does Shannon like writing books? [5:09] On teamwork [9:50] Drawing the line in terms of giving up tasks and keeping them [12:57] Her advice for people about finding the right folks [18:00] Using the Kolbe test to hire people [24:51] How she got associated with Strategic Coach [34:29] What does money mean to Shannon? [36:41] Great teamwork ideas with your significant other [40:20] Where to find Shannon   Connect with Bill Bloom  Web: https://www.bloomfinancialco.com/ https://bloomfinancialco.kartra.com/page/bNJ87 Email: bill@bloomfinancial.us  LinkedIn: https://www.linkedin.com/in/bloomfinancial/ FB: https://www.facebook.com/retireasyoudesirepodcast     Securities and investment advisory services offered through Woodbury Financial Services, Inc. (WFS) member FINRA/SIPC. WFS. is separately owned and other entities and/or marketing names, products or services referenced here are independent of WFS.     Views expressed in this podcast are for general informational purposes only and are not intended to provide or be a substitute for specific professional financial, tax or legal advice or recommendations for any individuals. Information is based on sources believed to be reliable; however, their accuracy or completeness cannot be guaranteed.

Powered by Instinct
The Secret to a Growing Business featuring Jessica Mogill of Crisp

Powered by Instinct

Play Episode Listen Later Apr 28, 2022 41:26


There is power in knowing your own strengths and the strengths of those around you.  This is true in any industry, as it is true in life. But one space where there is often a particularly large need is in the legal profession, where many business owners become so nearly by accident. Crisp is an award-winning company that specializes in helping legal firms grow their businesses, and they use Kolbe with every client that they coach…because they value the power behind understanding strengths.  In this episode of Kolbe – Powered by Instinct, Jessica Mogill, the Head of Coaching Strategy at Crisp and Kolbe Certified™ Consultant, joins our host David Kolbe. The two discuss when she first heard about Kolbe, how she uses it internally and externally (with employees and clients) to improve hiring practices, optimize teamwork and align people to the right roles, and how the Kolbe assessment can help businesses in any field where team dynamics matter.  Guest-at-a-Glance Name: Jessica Mogill What she does: Jessica is the Head of Coaching Strategy at Crisp, an award-winning law firm growth company. Company: Crisp Noteworthy: Jessica is a Kolbe Certified™ Consultant. Prior to joining Crisp, Jessica worked as a trainer at a company, and her role required her to be certified by Kolbe. That's the first time she came across Kolbe.  Where to find Jessica: LinkedIn Podcast Insights 

Wealth, Actually
EP.101 MAXIMIZING EXECUTIVE and FAMILY OFFICE TALENT with DEIDRE KOPPELMAN

Wealth, Actually

Play Episode Listen Later Jan 27, 2022 40:41


MAXIMIZING EXECUTIVE AND FAMILY OFFICE TALENT In this 101st episode, we're going to explore the disconnects in Human Capital Development. This is a crucial issue for family enterprises looking to transition to the next generation, closely held businesses making crucial hires and startups looking to take their business to the next level. To no one's surprise, Covid, Remote Learning and WFH have had massive impacts on the development of students, business plans, workers and executives.  To help us think through these issues I spoke with DEIDRE KOPPELMAN of PEAR CORE SOLUTIONS Since founding PEAR™ in 2003, Deidre has worked closely with Business owners, Senior-level nce founding PEAR™ in 2003, Deidre has worked closely with business owners, senior-level executives, and organizational teams providing strategic business management consulting across a variety of industries. Deidre puts her focus into strategic planning, organizational development, leadership development, and workplace behavioral issues for her clients. Deidre is one of 5 individuals in the State of New York that is a Kolbe® Certified Consultant. We talk about a variety of issues facing higher education, ways to improve the HR industrial complex and the new employer / employee dynamic. We get into Human Capital Coaching and Performance and talk bout how many typical approaches ignore how people approach certain tasks and how many this approach is different from typical personality and aptitude tests. Deidre also lays out the terms of understanding how people perform (well) We go into detail on the war for talent and performance and the negative effects that can occur with bad decisions around key role hires or the poor management of current teams. Finally, we discuss the need to update the study of people's hardwiring at the educational and workplace levels. Outline Deidre Koppelman's Background What are the suite of tools out there? The three modes of analysis that you think are important- Conative (Kolbe) “Doing” - Modes of Operation (not about how smart you are or social style it's your “hardwiring”)Affective- “Feeling”Cognitive – “Thinking” When should this type of testing occur? Workplace? College? High School? How is this self-awareness not incorporated at the high school/college level when people are making huge decisions?  Does this explain “not fitting in” at school/firm/career? How has HR seemed to miss this in the interview process? Expense, Culture? For companies that want to develop their workforce/drive culture, where can this help? How do enlightened managers incorporate these tools with their high performers? How do you use them drive organizational performance/change? Team building?  Is it better to flood the one of have complimentary pieces? Are there differences in functional Parts of organizations? ExecutivesLegalFinanceHRSalesTech/Product development Workforce dynamics- Where does COVID fit in? WFH – remote work – how do people stay motivated? If the job can be done at home, it can be done in Montana . . . or Bangladesh- is that a problem? Safety vs Entitlement at the workplace? Any other future thoughts? How do we stay in touch with you? DEIDRE KOPPELMAN https://www.amazon.com/Wealth-Actually-Intelligent-Decision-Making-1-ebook/dp/B07FPQJJQT/

Enterprising Families Podcast
Joan Sharp Shares on Creating deep rivers that lead to oceans

Enterprising Families Podcast

Play Episode Listen Later Dec 5, 2021 27:50


Joan Sharp Shares on Creating deep rivers that lead to oceans About: Joan Sharp founded River Family Advisors to fill a void she saw in the financial planning sector. As her career develops, Joan continues to see that individuals make choices based on money, ingrained through a variety of family and social pressures, that sometimes results in unhappiness. But Joan finds that money is often an excuse. When asked to take an introspective look at their life choices, people realize the decisions they've made, align with unspoken values, visions and expectations, not money. Joan calls herself a Family Advisor in recognition that people's values and vision, start with family. She is on a mission, Changing the Conversation From money to Vision™ for her clients. Joan holds a Master of Science in Financial Services (MSFS) from The American College, and a Bachelor of Arts in Economics from Southern Methodist University. Joan has continued her training, bearing the titles of Kolbe Certified™ Consultant, Certified Financial Transitionist® (CeFT™), Registered Life Planner® (RLP®), Certified Financial Planner (CFP®), Chartered Advisor in Philanthropy® (CAP®), and Chartered Financial Consultant® (ChFC®). Additionally, Sharp has completed both parts of Money Quotient Financial Life Planner education. Before founding River Family Advisors, LLC, Joan worked at Glenayr Family Advisors LLC, founded Life Strategies, LLC, as well as honed her financial planning skills at Lau & Associates and the Wilmington Trust Company. River Family Advisors is the result of the amalgam that is Joan's background. Joan Sharp works with clients on their vision, paying close attention to their beliefs, to what inspires them, and to their imagination for the future. She assists clients in how to use their human talent and financial resources to make confident choices that achieve their vision, support their values, and establish their legacy. With an understanding of the different communication needs and styles that can arise between advisors regarding wealth management, Joan uses an integrative approach. Personal values differ for each person. For Sharp, her vision is to serve her community by sitting on the boards of Easter Seals, DE, Maryland's Eastern Shore, the Delaware Historical Society, and is on the Christiana Care Council of Advisors. In the past, Joan was president of the YWCA of Delaware, sat on the Board of the Delaware Art Museum, and the strategic planning committee of the Delaware Breast Cancer Coalition. Joan's dedication to the community resulted in receiving the 2012 Governor of Delaware's Outstanding Volunteer Award. Sharp is no stranger to community engagement and public speaking where today, she co-hosts a podcast on Transformation Talk Radio with monthly episodes from February 2020 through February 2021. Prior speaking engagements include giving an introductory speech in the PA Conference for Women, serving as a panelist at conferences such as the Louisiana Women's Conference in New Orleans (for two sessions); the CFA Annual High Net Worth Conference, the CFA Annual Endowment and Foundation Conference, and the High Water Women Investing for Impact Symposium, NYC. Joan's past outreach includes writing monthly articles on DailyWorth.com from August to December 2015. She was also previously published on Forbes.com with two pieces, “Put the Client First,” and “Gifting to Kids.”

The Survival Guide for Orthodontists
Talking With Sue Hanen About Hidden Practice Metrics to Improve Performance

The Survival Guide for Orthodontists

Play Episode Listen Later Apr 20, 2021 32:41


In this 30 minute podcast we speak with Sue Hanen, an orthodontic consultant and life coach with more than 20 years experience. With extensive knowledge of the business of orthodontics, her focus is to create the certainty, clarity, and connection your team desires with sustainable operating systems.   We also cover important topics like: The four hidden gems - metrics you should be tracking: No show percentage, Emergency visits, Retention visits, and Overtreatment time How to manage these metrics to recapture your time to invest those hours in however you want Helping practices discover the leading indicators to avoid disaster What will happen with virtual appointments and exams post-Covid Sue Hanen has helped hundreds of clients bring order to chaos with diligent fact-finding, strategic planning, and follow-through. By developing healthy practice metrics, and clarity of goals, she has decreased stress and helped reach targets. Sue is an iPEC Certified Professional Coach, a Kolbe Certified Consultant, and loves to identify team members' strengths and natural talents to enhance job satisfaction and longevity.

Unleashing Social Change
Episode 38: Nancy Stubbs, “Aligning Team Talent to Maximize Impact”

Unleashing Social Change

Play Episode Listen Later Mar 30, 2021 63:33


Episode 38: Nancy Stubbs, Kolbe Certified™ Consultant, Big Leap Coach and Founder of Hire Resonance - “Aligning Team Talent to Maximize Impact” In this episode we interview Nancy Stubbs who helps the Billions Institute make fantastic hiring decisions and optimize our genius as a team. We love her so much that we also bring her in to work with all of our Fellows. Bottom line: we think Nancy is genius at helping teams optimize genius! While most companies look for experience and education for hiring decisions, Nancy emphasizes the importance of motivation, intrinsic interests and how people actually get things done. These are the factors that drive job satisfaction and these are the key ingredients for creating a team that thrives. Tune in to see how you can build a team that maximizes impact by aligning the talent.   Show Highlights: Don’t work on weaknesses; maximize joy and productivity instead  Why it is essential that everyone on your team knows not only their genius, but also their “not genius”  The gift underneath those aspects of yourself that you’ve been told are “too much” or “not enough”  Why we’ll never hire again without the help of Nancy and the Kolbe A Assessment   The Billions Institute is partnering with Nancy to offer a new course called Unapologetic Genius. Enrollment is open and the course will include your very own Kolbe assessment, an individual coaching session with Nancy, and a six-week deep dive into uncovering and fully expressing your genius in the world.    You can learn more about Unapologetic Genius here: https://billions-institute.mykajabi.com/unapologetic-genius

Voice of Influence
174: Using Kolbe to Function Well as a Team with Jen Heins

Voice of Influence

Play Episode Listen Later Jan 5, 2021 38:17


Kolbe Certified Consultant and Youth Specialist Jen Heins shares with us how understanding the specific ways we and those with whom we work take action when faced with a project can make us more successful at meeting our team goals. Whether it’s owning the best way for you to approach a problem or gaining a better understanding of why someone else needs to handle things differently, your team will have less friction when there’s an appreciation for, instead of a frustration with, diverse perspectives. 

Unique Leaders Podcast
Unique Leader: Kathy Tagenel

Unique Leaders Podcast

Play Episode Listen Later Dec 25, 2020 63:20


Strategic business advisor and developer Kathy Tagenel joins Megan and shares her passion for working with entrepreneurs and intrapreneurs to help them understand their unique gifts and grow their businesses.Don't Miss:●     The amazing story of Kathy And Her Entrepreneurial Shifts●     Every twist and turn is important●     Everything happens for a reason. There really are no accidents●     How She Met Mr Bob Burg And Her Amazing Experience Working With HimAbout the Guest:Kathy Tagenel, is president of Zoom Strategies, Inc., the business strategy and marketing firm she started in 2004.As president of Go-Givers International Kathy has been working with Bob Burg to grow The Go-Giver Movement and build the Go-Giver brand. She is also a Kolbe Certified™ Consultant and helps individuals discover the freedom to be themselves.Kathy's background is in marketing, information technology, and entrepreneurship; her passion is working with entrepreneurs and intrapreneurs to help them understand their unique gifts and grow their businesses.She received her B.S. in Electrical Engineering from Northwestern University and her MBA from the University of Chicago. She started her first consulting business in 1999 and previously had worked for large corporations such as IBM, Ameritech, and Verio.Kathy is an adventurer who loves to travel and boldly go where she's never gone before!Connect with Kathy:About your Host:Megan Di Martino is a lifelong creator of beauty, beginning her career in the fashion-beauty industries during the early '70s in New York City. Over the last 25 years, Megan Di Martino has been one of the pioneers in result-oriented medical-grade skincare. She has built two skincare lines, Glycolique and Novita Spa Clinical products which are sold to salons, spas, medical spas and are also available on novitaspa.com. She was the first to launch result-oriented skincare. In 2005, she opened her award-winning “Hybrid Concept,” the Novita Spa and Medical Rejuvenation Clinic. It combines Luxury Spa Services, Clinical-Medical Spa and Regenerative Stem Cell Wellness and Aesthetic Treatments. In 2019, she published her first book “Hope and Possibilities Just Over the Horizon. It's Never Too Early or Too Late to Create the Life of Your Dreams.” In her book, she shares her story - the journey of a female entrepreneur who began her businesses long before it was widely accepted for a woman to follow her dreams and fulfil her goals in business. Only 4% of women-owned companies get to 1 million, Megan, has done it twice. She shares her experience online & hosts the HOPE & POSSIBILITIES PODCAST to encourage entrepreneurs to share their stories. Today, her purpose is to help others to identify their passion and then actualize their dreams and goals through her consulting, training and coaching programs.For more info visit: megandimartino.commegan@megandimartino.comfacebook.com/officialmegandimartinolinkedin.com/megandimartinoThanks for listening!Thanks so much for listening to our podcast! If you enjoyed this episode and think that others could benefit from listening, please share it using the social media buttons on this page.Do you have some feedback or questions about this episode? Leave a comment in the section below!Subscribe to the podcastIf you would like to get automatic updates of new podcast episodes, you can subscribe to the podcast on Apple Podcasts or Stitcher. You can also subscribe in your favorite podcast app.Leave us an Apple Podcasts reviewRatings and reviews from our listeners are extremely valuable to us and greatly appreciated. They help our podcast rank higher on Apple Podcasts, which exposes our show to more awesome listeners like you. If you have a minute, please leave an honest review on Apple Podcasts. 

Healthcare Digital Marketing Podcast
Ep. 18: Dental CFO Discusses The Key Factors for High Successful Dental Practices in 2020

Healthcare Digital Marketing Podcast

Play Episode Listen Later Sep 23, 2020 34:59


An awesome business man, but an even better person, Tom Loeblein is the President/CEO of The Dental CFO™ whose mission is to improve the lives of dentists by simplifying practice success. Tom is a graduate of the United States Naval Academy and a retired Lieutenant Colonel in the United States Marine Corps, Reserve. Tom is celebrating his 28th year with The Dental CFO™. He is a Certified Healthcare Business Consultant and a Kolbe Certified™ Consultant. Dental CFO™: https://www.thedentalcfo.com/ Med Rank Interactive: https://medrankinteractive.com/ We discuss some of the biggest challenges new dental practices face, how important marketing is in a dental practice, key areas a dentist should consider when purchasing a practice, common mistakes dentists make when hiring, what successful dental practices do well to set themselves apart, and much more. #healthcaredigitalmarketingpodcast #tomlobelein #lamarhull #dentalcfo #dentalpracticemanagement #dentalmarketing #marketingpodcast #medrankinteractive

Love the Work You Do
Unleashing Your It Factor

Love the Work You Do

Play Episode Listen Later Jul 1, 2020 48:24


Subscribe: Apple Podcasts | Google Podcasts | iHeartRadio | Stitcher | Spotify If you’re feeling less than confident and are ready to unleash your “it” factor, you’re in the right spot. In this episode of the “Love the Work You Do” podcast, you will hear from three of my dear friends who share their secrets on how to be more confident and decisive, when it comes to your professional and personal goals. You will hear from Lisa Demmi, Alicia Couri, and Marcella Espinosa as they guide us on their best practices and advice to unleashing your own “it” factor. Some of the points we cover in this episode: -How to invent yourself, after a disaster or tragedy -Digging deep to get stuff done, even when you don’t feel like it -Simple ways to build up your confidence, starting today -Powerful connection principles that will help you find your tribe Plus, Lisa, Alicia, and Marcella will share their favorite resources that have helped “move the needle” as it relates to unleashing your “it” factor. To learn more about our guests, keep reading below. About Lisa Demmi: Lisa L. Demmi is a speaker, coach, trainer, and master egg poacher. She LOVES social media and she shows people how not only to embrace it but also how to put it in a headlock and execute a figure eight on it. Lisa helps companies and organizations leverage social media to create relationships that turn into prospects and ultimately, clients. She also helps others see the power of social media from increasing awareness to understanding the best platform for your specific needs and strengths.  Connect with Lisa: Website | Instagram | Facebook | LinkedIn | Twitter Lisa’s recommended resources: Anything by Brené Brown | David Goggins’ “Can’t Hurt Me”  About Alicia Couri: As the Audacious Confidence Growth Expert and current Mrs. Elite US Woman of Achievement, Alicia Couri the RedCarpetCEO™, strives to Influence, Educate, Inspire, and Entertain audiences to empower them step boldly into the direction of their dreams and achieve what is possible despite their fears. She is an Empowerment Speaker, Kolbe Certified™ Consultant, PI Certified Consultant, Author, Actor, host, Executive Producer, Beauty, Style and Personal Branding Expert. Alicia works with developing Leaders, Executives and Consults with Organizations to align business goals with personnel performance. Her strengths are to elevate confidence, reorganize teams to ensure the right people are in the right seats, reduce stress, strain and conflict to promote a happier, healthier work environment that is highly productive and profitable for her clients. Connect with Alicia: Website | Facebook | LinkedIn  Alicia’s recommended resources: The Science of Getting Rich | Todd Herman’s “Alter Ego Effect”  About Marcella Espinosa:  Marcella Espinosa is a highly creative, bilingual professional who applies her extensive media and entrepreneurial experience to tailor advertising campaigns that provide optimal results.  She began her entrepreneurial journey by launching Marcella Image Consulting Inc. and later went on to start her region’s first Spanish-language newspaper. She has also managed an architectural studio and an art gallery in the same city, is the co-founder of Downtown Fort Myers Art Walk and worked for two Hispanic television stations. Connect with Marcella: Website | Instagram | Facebook | LinkedIn | Twitter Marcella’s recommended resource: Deepak Chopra | Dr. Wayne Dyer Subscribe: Apple Podcasts | Google Podcasts | iHeartRadio | Stitcher | Spotify

Perfectly Obstinate People
Starting Over with Kolbe

Perfectly Obstinate People

Play Episode Listen Later Dec 10, 2019 28:14


Walter Buga shares many of the same experiences of those who are forced to work against their grain in today's school system. Kathy Kolbe and Walter discuss the sudden shift of going from school to Dynamynd, Inc. Now as a Kolbe Certified Consultant, he aims to help everyone he can.

Perfectly Obstinate People
A Story of Self Discovery

Perfectly Obstinate People

Play Episode Listen Later Nov 21, 2019 25:35


Reese Jones, a 19-year old Kolbe Certified™ Consultant, shares his journey with Kathy Kolbe. He left high school at 17 to get his GED and transitioned to work at Intermountain Audiology as a Treatment Coordinator. Now he's on a mission to understand what drives human behavior and to help others find out who they are!

Promote, Profit, Publish
Be Visible: Boosting Your Personal Brand With Alicia Couri

Promote, Profit, Publish

Play Episode Listen Later Nov 5, 2019 28:22


Nowadays, people tend to work with someone visible, and they’re comfortable with, even if it means that they have to pay more. This is a living testimonial of how important personal brands are at a deeper level than what people are used to seeing. Sometimes, attracting clients boils down to how you position and connect yourself with the people around you. Kolbe Certified Consultant, Alicia Couri, sets you up on how to build a strong and powerful personal brand. She goes all the way to the beginning and shares the things that she personally did to become confident and make herself visible. Learn about the three Ps that she practices and tactics on how she evolved from being someone in the background to being the first person you notice. Love the show? Subscribe, rate, review, and share! Here’s How » Join the Promote, Profit, Publish Community today: superbrandpublishing.com Promote, Profit, Publish on Facebook Promote, Profit, Publish on YouTube Follow Juliet on Twitter Follow Juliet on LinkedIn Take the Quiz!

The Kingsley Grant Show: Where Emotional Intelligence (EI/EQ) and Leadership Skills Intersect
KGS129 | How To Attract High Performers Skyrocket Confidence and Productivity with Alicia Couri and Kingsley Grant

The Kingsley Grant Show: Where Emotional Intelligence (EI/EQ) and Leadership Skills Intersect

Play Episode Listen Later Oct 10, 2019 56:08


+++ IT'S AUDACIOUS +++ Such audacity! Have you ever heard, said or thought that? Normally, this word is used in a negative context and because of that it is reserved for those moments. Right? What if you hit the pause button and take a second look at the word by simply changing it to AUDACIOUS? Our guest today - Alicia Couri - is a big proponent on the use of this word but more as an adjective to describe something desirable. Who is Alicia? Alicia Couri strives to Influence, Educate, Inspire, and Entertain audiences as the Red Carpet CEO. She is an Empowerment Speaker, Kolbe Certified™ Consultant, Co-Founder & Executive Producer of Dreamaniac TV, Host, Author, Actor, Beauty, Style, and Personal Branding Expert. She's appeared on ABC, CBS, NBC, and multiple radio shows, stars as the lead in multiple Independent movies and the author and co-author of multiple books. Alicia has a mission to help leaders step into their “Audacious Confidence” to live a life without limits. As a Corporate Consultant, Alicia works to mitigate stress & overwhelm in companies and helps teams uncover their instinctive strengths to increase productivity and communication within organizations to increase productivity and profits. Contact Alicia; www.alicia360.com Please share this episode with one other person and leave a comment on the platform through which you listen to this show and/or on social media. Thanks so much. And remember, you are ONE SKILL AWAY... P.S. The new Facebook Group is opened for leaders who want to succeed where others failed and become the leader everyone loves and wants to follow. Here's the link: http://www.facebook.com/groups/eoleader --- Send in a voice message: https://anchor.fm/kingsleygrant/message

Making Space for Conversations That Matter with Laura Prisc
Leadership, Culture, and Results Come from the Top CEO Chad Silverstein EP:13

Making Space for Conversations That Matter with Laura Prisc

Play Episode Listen Later Oct 1, 2019 54:59


  Laura sets the stage for today’s conversation by reminding Chad of when they first met, several years ago, and she was struck by how different his business and office space was. She was attending a 2-day workshop in Columbus, and the Choice Recovery office was a field trip / live demonstration of inspired thinking and leadership in action. She reminds him of how he had a Think Tank rather than a conference room, and initiates an exploration of his mindset, practices, and beliefs around business, leadership, culture, growth, and how he thinks about people.    “If you don’t know yourself, there’s a huge disconnect in your ability to lead,” explains Chad Silverstein, as he and Laura talk about how he’s created – and is creating – success in his life and how it extends to everyone with whom he works.    Chad explains how, even though he’s responsible for the success of his businesses, he’s never focused on the income. “It’s (revenue) the result of what you’re doing with the people, with your growth, and the growth of your team,” he says. He goes on to share some insights into his personal growth journey, working closely with his coach, Chet Scott, Founder and CEO of Built to Lead.    Laura notes that Chad’s leadership style and commitment to investing in his own personal growth and that of his team is unique, in that so many people end up in leadership positions they are unprepared for, unwilling to take the time and make the effort to invest in their own growth, and sometimes view developing their people as a way to “fix” them when things aren’t going smoothly.    They talk about what it means to craft one’s OPUS (vision, values, beliefs, etc…), share it with others, encourage others to craft their own, and work together to create bigger things in the world. This heightened level of awareness drives Chad to do most things opposite of standard business practices.    His team works flexible schedules, is known for holding each other accountable, and are encouraged to discover what lights them on fire and are supported in pursuing it – even when it takes them away from his company.    One example he shares is the story of one of his Collection Reps (Choice Recovery is a collections agency – one unlike any you’ll have ever encountered!) wanted to change the world. After some exploration, Chad gave her the job of helping people find jobs so they could actually pay their bills. It started slowly, but the growth has been remarkable.    Six years in, they’ve helped 700 people, and started a second business called [re]start, which is now changing the way employers and candidates connect and fill open positions, based on objective knowledge about one’s unique abilities and best fit in work roles. Essentially, as Chad says, he watches what’s going on in the world and businesses around him and does his best to think into and do it differently!    To learn more about Chad and his work, look here:    [re]start Choice Recovery (collections)  Learning Platform Built to Lead    Chad Silverstein, founder and CEO of Choice Recovery, Inc.,  [re]start, LLC, and Platform Partners, LLC, has worked in the Healthcare Accounts Receivable industry for 22 years. Chad has developed and refined his personal philosophy throughout his career and integrated them into his businesses and relationships with clients, teammates, and his community, focusing on: purpose, responsibility, kindness, and love.  Chad has participated in many leadership and career development programs that have been catalysts for his growth, including graduating from several Dale Carnegie Development training courses, engaging his team with EOS (Entrepreneurial Operating System), joining Dan Sullivan’s Strategic Coach Game-Changer Entrepreneur Program, weekly executive coaching with Built to Lead, and becoming a Kolbe Certified Consultant.  ●  2013-2019 CEO Magazine and Business First Top Work Place winner - 7 years in a row  ●  2016 Better Business Bureau Torch Awards for Ethics Winner  ●  2016 Columbus Business First ranked Choice the #1 best medium size business to work for  in Central Ohio.  ●  2017 Columbus Business First ranked Choice the 2nd best place to work in Central Ohio  ●  Nationally recognized Insidearm.com Best Places to Work winner in Collections 2013-2016  ●  2019 Ernst Young Entrepreneur of the Year Finalist 

Becoming Referable Podcast
Lisa Kirchenbauer on attracting and deepening relationships through financial life planning

Becoming Referable Podcast

Play Episode Listen Later Aug 9, 2019 36:50


Lisa Kirchenbauer, CFP®, is the Founder of Omega Wealth management and has been in the financial services for 30 years. Lisa is a Registered Life planner® and Certified Financial Transitionist® (CeFT®).  She’s also a Kolbe Certified Consultant™ and uses that assessment to guide her […] The post Lisa Kirchenbauer on attracting and deepening relationships through financial life planning appeared first on Becoming Referable.

Perfectly Obstinate People
Wisdom of Being an Obstinate Parent

Perfectly Obstinate People

Play Episode Listen Later Jul 30, 2019 48:18


Emily Melious and Kathy Kolbe discuss the difficulties her son is facing in today's school system and some great advice to help him succeed. Emily is the founder and CEO of Launch Consulting (www.launchconsulting.io). Emily is passionate about empowering people and companies to thrive. Drawing on her expertise in HR, People Analytics and the Kolbe Wisdom, she has a long track record of transforming small- to mid-sized companies into highly productive and engaged organizations. Emily is a Kolbe Certified Consultant and Youth Specialist which has aided her in her mission to help young people discover their natural talents, and has coached over 900 students to date. 

Control Your Retirement Destiny
Chapter 11 – “Working Before & During Retirement - Your Human Capital”

Control Your Retirement Destiny

Play Episode Listen Later Mar 22, 2019 19:36


In this episode, podcast host and author of “Control Your Retirement Destiny”, Dana Anspach, covers Chapter 11 of the 2nd edition of the book titled, “Working Before & During Retirement - Your Human Capital.” If you want to learn even more than what there is time to cover in the podcast series, you can find the book “Control Your Retirement Destiny” on Amazon. Or, if you are looking for a customized plan for your retirement, visit us at sensiblemoney.com to see how we can help.   Chapter 11 – Podcast Script Hi, this is Dana Anspach. I’m the founder and CEO of Sensible Money, a fee-only financial planning firm. I’m also the author of Control Your Retirement Destiny, a book that covers the numerous decisions you need to make as you plan for a transition into retirement. This podcast covers the material in Chapter 11, on your human capital - your ability to earn a living. If you like what you hear today, go to Amazon and search for Control Your Retirement Destiny. And, if you are looking for a customized plan, visit sensiblemoney.com to see how we can help. ------------- What is the biggest asset you have? Most of you will likely answer your home, or maybe your IRA or 401k account. If you’re a business owner, perhaps it’s your business that comes to mind. This might be the correct answer, if you are about to retire, but what if you’re still 5 to 10 years away from retirement, or thinking about partial retirement? Your biggest asset could be your ability to earn income. This is what we call your Human Capital. Traditional financial planning often ignores this important and valuable asset. On Twitter, one podcaster who goes by the Twitter handle of “@ferventfinance” wrote that “95% of discussions, books, and articles on the topic of finances concentrate on budgeting, investing, and debt repayment. Yet, the one thing that will probably move the needle the most is increasing income.” People are often surprised when we show them that the value of their future earnings can be in the millions. Even part-time work can be worth a lot. Take the case of Marian, age 59. She works in IT with a stable job and a $140,000 per year salary that goes up with inflation like clockwork. To maintain affordable health care insurance, she plans to work to her 65th birthday. When you factor in the employer contributions to her retirement plan, and the health care benefits for her and her spouse, her remaining 6.5 years of work are worth a million dollars. Their total financial assets are $1.7 million, and their home equity is about $750,000. Her remaining human capital is a big asset. In percentage terms, it’s about 40% of their total net worth. You would not be quick to walk away from a million-dollar account. Yet, some people walk away from a job without realizing the value of that asset. Once you walk away, in many careers, it can be difficult to get back in at the same level. That means you want to give some thought to what retirement really means to you. For example, I have a client who is a CPA, in his mid-50’s, who asked me one day, “Dana, do you have clients who actually retire… and enjoy it?” He loves the business he has built and the challenges that come with growing a business. It’s hard for him to imagine getting up and not going to work each day. I chuckled when he asked this question. Because, yes, I have many clients who retire and enjoy it. And a few who retire and end up back at work within a year because they found it so unenjoyable. Before you retire, you have to give thought to what makes you tick. In this podcast episode, I’ll offer two different views on how you might think about, and use, your human capital. There is the “mercenary approach,” and the “thrive approach”. Then I’ll cover a few stories to help you figure out what retirement means to you. And I’ll wrap up with two tips on what to be aware of if you do work part-time in retirement. I’ll start with the mercenary approach. This is about providing your time to the highest bidder. I took the phrase “mercenary approach” from the book Die Broke, originally written in 1998 by authors Stephen Pollan and Mark Levine. I believe updated versions of the book are available. I read their original book a long time ago, and their concept stuck with me. In the book they suggest you maximize your career potential by going to wherever you can earn the most. Then you save as much as you can. In their book, if you follow their approach you slowly convert your savings into annuities to provide guaranteed income in retirement that replaces your earned income. I think this approach is interesting, and, no doubt, it may work for some. It means potentially choosing work that is not fulfilling, in order to focus your human capital efforts to accomplish a maximum return on time invested. This mercenary-like approach can be combined with an extremely downsized lifestyle to reach retirement far more quickly than you may think. This approach is currently referred to as the “FIRE” movement, F-I-R-E, which stands for Financial Independence Retire Early. Many blogs such as Early Retirement Extreme and Mr. Money Mustache cover this concept. If your goal is to get out of traditional work as quickly as possible, following the FIRE movement makes sense. Financial independence can be achieved in a far shorter time period than you may think, but it requires sacrifice. The advantage is that once you reach financial independence, you then have the freedom to choose what type of work you might want to do—if you want to work at all. Another version of the mercenary approach involves people who take high paying jobs overseas, or high-risk jobs on oil rigs, or in places like Alaska. Some workers choose this as a strategy. They want to make as much as possible as quickly as possible and then later on plan to “settle down” to a more normal life after hitting a specific financial target. Some might take on such a role for a year – others for five to ten years. A more moderate approach is to spend time figuring out what academic programs, credentials, or certifications will help boost your income. Evaluate the financial cost of any program against the potential increase in income you might expect, and make sure you talk to many people in your industry to find out whether they think additional education will actually translate into increased income. I went through this process in considering the CFA (Chartered Financial Analyst) designation. This is a designation held by many investment analysts, mutual fund managers, and institutional money managers. I am interested in the designation even to this day, but it involves a significant time commitment. The industry leaders I spoke with said that for the career path I was choosing, they did not think it was necessary for me. I listened, and instead, I have chosen other designations, such as the Retirement Management Advisor designation, that more directly correlate with the work that I do and the direction of my firm. Overall, when I consider the mercenary approach and the FIRE movement, I respect it, but I don’t personally resonate with it. I prefer the thought of a life well-worked, which for me, means I need work that I thrive on. That takes us to the thrive approach.The thrive approach is about finding work you love.You start by figuring out what makes you tick and what type of work puts you “in the zone”. When you find a niche you thrive in, it changes everything. If you enjoy what you are doing, you are likely to work longer, and it won’t feel like work. How do you find work you love? I’ve done all kinds of things. Career counseling, coaching, and online assessment tools to name a few. I want to share two big breakthroughs that I had. The first was a coaching process called Rediscover Your Mojo designed by executive coach Lisa Stefan-Martin. Lisa is one of my best friends, and she was my roommate for three years. So I had the benefit of daily executive level coaching conversations. Then, I went through her formal Rediscover Your Mojo process while it was in the design stage. At the time, I was frustrated with the direction of my business. I was looking for answers and hoping she could help me find them. To my surprise, what I got out of the process were valuable insights that have profoundly affected the way I operate on a daily basis. Professional coaching changed the way I make decisions. I didn’t get a nice neat “answer” about a career decision; instead I got tuned in to my internal compass. Now, it is far easier for me to find my own answers to tough decisions. I’ve worked with several coaches over my career, and I highly recommend it. My second huge breakthrough occurred in 2010. I stopped trying to be like other people and started being who I was. And a funny thing happened: work no longer felt like work. Instead, each day it felt like I got to go play. Sure, there were tasks that I had to do that I didn’t love. It wasn’t completely Goldilocks. But it was different. I owe the difference to the Kolbe A Index assessment tool. At the time I discovered Kolbe, I was struggling with one of my associates at work. I always had ideas and wanted to figure out how to do things more efficiently. I liked to follow the latest trends in financial planning and test out new software packages. My associate had more of the “if it ain’t broke, don’t fix it” mentality. One day, he said something to me along the lines of, “Why can’t you just be happy and leave well enough alone?” I thought about that for a while and wondered, “Well, why can’t I? Is something wrong with me?” Then I found Kolbe and through their assessment process, I discovered my Natural Advantage was that of an entrepreneur. No, nothing was wrong with me. I am supposed to change things. Instead of fighting myself I went full force ahead into seeing what I could create, and I haven’t stopped since. I love it. Kolbe had such a profound effect on me that, in 2011, I chose to invest in its certification class and become a Kolbe Certified Consultant, simply because I wanted to know more. The more I learned, the more I became convinced that an incredible amount of progress remains to be made in the field of human capital. All employers should strive to build productive work environments. Right now, though, that task is likely something we each have to tackle on our own. If your retirement income plan calls for working until age 70, and you’re currently 50, why wouldn’t you spend some time, and perhaps work with a professional coach, to figure out what type of work you thrive on? In my opinion, 20 years is too long to do work you don’t enjoy. If you’re closer to retirement age but realize that traditional retirement is not for you, you’ll also want to do some soul searching. Brainstorm various ways you can use your upcoming free time in retirement to work on something you’ll find fulfilling. Many in the 55–64 age range choose to start a business. The Kauffman Foundation shows the rate of entrepreneurship for this age group has grown substantially. Starting a business isn’t easy. I’ll attest to that. Yet, if it is work you thrive on, even when it’s hard, it is still fulfilling. Be cautious though about risking your retirement funds on a business. You can risk your time. But maybe not your nest egg. Of course, continuing to work is not always about choice. It is often a matter of necessity. The mother of one of my close friends spent every summer in Alaska working in a dinner theater well into her 70s. In this way, she was able to save enough over the summer to supplement her Social Security throughout the remainder of the year. She had to work, yet, she found a solution that got her out of the Arizona heat in the summer and allowed her to earn enough in a few months’ time so that, for the rest of the year, her time was her own. If you must supplement your income, explore every avenue you can think of. Do you have skills, hobbies, or specialized training that can be used to generate income? Can you teach part-time or turn your craft into a saleable product? A few years ago, over the Fourth of July, I stayed at a bed and breakfast in the mountains. The couple who owned it had recently retired, and this home was their retirement dream. They enjoyed people and entertaining. They wanted a beautiful house with a view, and by turning it into a business they found a way to afford it. The town near their bed and breakfast hosts an annual arts festival. As I walked around talking with the vendors, many were retired, enjoyed traveling and had found a way to support their lifestyle by turning their craft into a source of income, which also enabled them to deduct many of their travel expenses. There are numerous creative ways to use your human capital. Explore them all, just as you would explore options on how to use your financial resources. Another thing I want to cover in this podcast is the concept of what retirement means to you. To illustrate, I’ll share three retirement stories. One for Dr. Barry, one for Mary and one for Ed. Dr. Barry is age 80 and still a practicing physician. He works three days a week, down from four days a week a few years ago. When he and his wife last came in, I asked if he had any thoughts about fully retiring. He said, “I am a doctor. I’ve been a doctor my whole life. When I go to the office, staff members are respectful to me. Students in residency come through, ask me questions, and graciously thank me for my time. Every day it’s Dr. Barry, Dr. Barry. If I retire, who will I be? I’ll be nobody.”Dr. Barry loves—and thrives on—his work. If you are like this, retirement can be an unfulfilling experience. Part-time work can help ease the transition to retirement, both financially and psychologically. On the psychological side, it allows you to slowly figure out what to do with your newfound leisure time. On the financial side, part-time work gets you used to the idea of withdrawing money from savings to live on. I have seen many people who are afraid to retire, even though the numbers say they can afford it. The thought of withdrawing money from savings on a regular basis can be frightening. A gradual transition to retirement can help you get comfortable with it. Contrast Dr. Barry with Mary. Mary and her husband were excellent savers. When Mary reached age 55, her company offered an early retirement package. We ran through the numbers and decided that, from a financial perspective, they would be fine. Mary was excited. A year later, she came in for a review and told me she was busier than ever. She had always been actively involved in her church and she was having a wonderful time volunteering and contributing in ways she never had the time for before.Traditional retirement worked well for Mary. She had activities lined up that she found fulfilling, things she and her husband had planned for years Next, let’s take a look at Ed. Ed sidled up to me at a social event. He wasn’t my client, but we’d known each other for years, and he knew what I did for a living. He looked around to make sure no one was listening. And said, “Dana, I’ve got to tell you. I’m having trouble with this.” I instantly knew what he was talking about. I’d heard he had sold his business and retired a few months prior. I replied, “Yes, a lot of people do. Particularly career-oriented people such as professionals and business owners.” He continued, “It’s only been a few months, and I’m thinking, is this it? I’ve got to find something to do.”We talked for a while. Ed had run a successful business for years. He had carefully planned his exit strategy. He had been busy in his first few months of retirement, but it wasn’t the right kind of busy. It wasn’t satisfying. Ed was used to leading a team, making decisions, and working toward goals. To be happy in retirement, he needed to find a way to continue to use these skills. Retirement is a big life transition. It’s not for everybody. It may not be for you. You will need to figure out what type of retirement will work for you. Like Dr. Barry, do you want to find a way to schedule a gradual transition? If you’re like, Mary can you figure out a way to stay involved with an interest of yours so that you can continue to contribute? If you’re married, what does your spouse want? What will you do with your time in retirement? Do you have activities you are excited about pursuing? These are important questions to answer. The last thing I want to talk about in this podcast is how working in retirement can impact your finances. Overall more income makes your plan look better. But keep in mind, more income also impacts your taxes. Some people take up part-time work in retirement and are surprised by how that impacted the amount of taxes they pay on their Social Security for example. Or, if you began Social Security early, and you are not yet full retirement age, your earnings will be subject to the Social Security earnings limit. Go back and listen to the Chapter 3 podcast if you need to brush up on this topic. In general, as long as you plan ahead, you’ll be fine. And, if you’re taking up self-employment for the first time, make sure you understand how taxes on self-employment income work. You’ll be paying both the employer and employee share of FICA taxes on any net income. Net income amount you make after all eligible business expenses. Most self-employed people need set aside funds each month and make quarterly estimated tax payments. In conclusion, we’ve covered both the “mercenary approach” and the “thrive approach” to how you use your human capital. We also covered several different types of retirement stories so you can begin to think of what type of retirement might work for you. And the last thing we touched on was the need to plan for taxes if you work part-time in retirement. Remember, your human capital is one of your biggest assets. Use it wisely. ------------- Thank you for taking the time to listen today. Visit amazon.com to get a copy Control Your Retirement Destiny in either electronic or hard copy format. You can also visit sensiblemoney.com, to see how a staff of experienced retirement planners can help.  

What's Your And?
177: Dennis Sherrin is an accountant and adventurer [podcast]

What's Your And?

Play Episode Listen Later Feb 27, 2019 21:21


Dennis provides audit, tax, business valuation and advisory services for clients primarily in hospitality, construction, wholesale and government as well as closely-held companies. Dennis concentrates his services to clients on strategy and development of organizations that utilize their collective talents to enhance operations. As a Kolbe Certified Consultant, Dennis helps organizations (including the firm) understand individual’s natural talents and better utilize those talents for company success and better work environments. Dennis earned his Bachelor of Science in Accounting from the University of South Alabama. In this episode, Dennis talks to John about how he feels you can get the best productivity out of your team by encouraging them to build relationships with each other through sharing aspects of life outside of work. He also tells us some of the many places he has traveled to in his adventures!

Time2Fly Podcast
Alicia Couri - Sharing A New Tool For Business is Interviewed by Nikole Haumont: Episode 006

Time2Fly Podcast

Play Episode Listen Later Oct 2, 2018 30:43


Nikole Haumont interviews Alicia Couri.  Alicia Couri is a dynamic empowerment speaker, Kolbe Certified™ Consultant, author, actor, beauty & style expert and personal branding expert who shares her message of how overcoming low self-esteem and lack of self-confidence has created massive opportunities that influence, transform and impact lives. Alicia’s work with her company Red Carpet CEO™ has transitioned her into the corporate market as a Kolbe Certified™ Consultant consulting them on mitigating stress, conflict and overwhelm for employees and teams all the way to CEO’s. Take the Kolbe A™ Index Learn more about Alicia Couri at Red Carpet CEO and on her personal website. Buy Alicia's books:Your Signature Style: Unlocking the Confidence, Style & Influence of the Savvy CEO Age Younger: 21 Tips To Make Your 40's Look Like Your 20's   Music courtesy of Daniel Hoshor - AwakenedYouth.co

Startup Selling: Talking Sales with Scott Sambucci
Ep. 48: Head, Heart & Gut: Building an Entrepreneurial Organization – An Interview with Shannon Waller

Startup Selling: Talking Sales with Scott Sambucci

Play Episode Listen Later Sep 28, 2018 81:55


Welcome to another episode of the Startup Selling Show - Talking Sales with Scott Sambucci... in today’s episode we have Shannon Waller… Shannon Waller is a passionate expert on entrepreneurial teams. She’s been working with Strategic Coach since 1991 and she’s also the creator of The Entrepreneurial Team Program, a parallel program  - for team members of her Coaching clients - that focuses on fostering a winning entrepreneurial attitude in its participants. Shannon is a sought-after speaker, presenter, and coach. She’s a Kolbe Certified Consultant, and the 2015 recipient of the Kolbe Professional Award for individual leadership in building conative excellence. She also co-authored the bestselling book Unique Ability 2.0: Discovery and has written two books about entrepreneurial team success. Her first book, The Team Success Handbook, is a wealth of her distilled teamwork wisdom and includes 12 actionable strategies for working successfully in any entrepreneurial company. Most recently, Shannon published Multiplication By Subtraction, a comprehensive guide to gracefully letting go of wrong-fit team members. Shannon has been working with entrepreneurs over the past 27 years helping them build highly functional teams and with their entrepreneurial mindset.   In today’s conversation with Shannon, we talked about: Shannon’s story, why she got into coaching entrepreneurs. The importance of creating an entrepreneurial organization. Small bureaucratic organizations Vs large bureaucratic organizations. Teamwork and team building strategies - How to assess/hire the right people. Behavioral assessments and behavioral profiles - Kolbe Index. The dangers of cloning. Core values and how to articulate them. How to let someone go - Graciously. Where to find Shannon on the Interwebs: www.yourteamsuccess.com Team success podcast