Podcasts about kpis

In this episode, host Bradley Hamner sits down with Margaret C. Andrews, Harvard instructor and author of "Manage Yourself to Lead Others: Why Great Leadership Begins with Self-Understanding." Andrews shares her personal journey from being told she was "not self-aware" by a boss to becoming one of Harvard's most sought-after leadership instructors.Self-Understanding FrameworkMargaret's six key questions for deeper self-reflection:Who and whose thinking has influenced you as a leader?What situations and events have shaped you?What are your definitions of success (not society's or your parents')?What are your core values and how do they show up?How well do you understand your emotions and how they appear to others?What feedback have you received over time?Margaret's message aligns perfectly with first principle of Bradley's business architect framework: "Lead Yourself First." The conversation reinforces that before we can effectively lead others, we must first understand and manage ourselves - bridging the gap between our good intentions and our actual behaviors. Check out this framework and some practical tools for business owners when you create your free profile and join the BlueprintOS community on Circle. Click here to access: https://blueprintos.circle.so/join?invitation_token=218b50f95cf795deb95357f7045d6eaa4bf5ba49-a026dfd1-8e3a-41f9-aa77-fccb7d52c0e3Margaret C. Andrews is a seasoned executive, academic leader, speaker, and instructor at Harvard University. She created and teaches leadership courses and professional development programs at Harvard, including the most popular executive program offered at Harvard. She is also the founder of the MYLO Center, a private leadership development firm.Her clients include Amazon, Citi, Continental, Walmart, Wayfair, United Nations.Connect with Margaret C. AndrewsWebsite: margaretandrews.comLinkedIn: @margaretcandrewsBook: "Manage Yourself to Lead Others: Why Great Leadership Begins with Self-Understanding" Available wherever books are sold starting September 16th.Join Bradley for The Quarterly September 23rd, 2025...The Quarterly is a business planning workshop. We help business owners make plans for the next three months. Our goal is to help you go from doing all the work yourself to building a business that runs without you. Save your seat here: https://quarterly.blueprintos.comThanks to our sponsors...BlueprintOS equips business owners to design and install an operating system that runs like clockwork. Through BlueprintOS, you will grow and develop your leadership, clarify your culture and business game plan, align your operations with your KPIs, develop a team of A-Players, and execute your playbooks. Register to join us at an upcoming WebClass when you visit www.blueprintos.com!Coach P found great success as an insurance agent and agency owner. He leads a large, stable team of professionals who are at the top of their game year after year. Now he shares the systems, processes, delegation, and specialization he developed along the way. Gain access to weekly training calls and mentoring at www.coachpconsulting.com. Be sure to mention the Above The Business Podcast when you get in touch.Club Capital is the ultimate partner for financial management and marketing services, designed specifically for insurance agencies, fitness franchises, and youth soccer organizations. As the nation's largest accounting and financial advisory firm for insurance agencies, Club Capital proudly serves over 1,000 agency locations across the country—and we're just getting started. With Club Capital, you get more than just services; you get a dedicated account manager backed by a team of specialists committed to your success. From...

Tim spricht in dieser Folge mit Marc Roulet von sevdesk darüber, warum bessere Metriken & KPIs den Unterschied machen, wenn es um gute Produktentscheidungen geht. Beide erleben in ihrer Arbeit immer wieder, dass Organisationen Zahlen erheben, die zwar schnell verfügbar sind, aber wenig darüber aussagen, ob ein Produkt wirklich Nutzen stiftet. Marc Roulet ist ein erfahrener Experte im Bereich Analytics und Metriken und bei sevdesk verantwortlich für Data und Analytics. Er hat in ähnlichen Rollen u.a. auch schon bei ebay, mobile.de und XING Erfahrung gesammelt. Somit ist er ein sehr passender Gesprächspartner für dieses Thema Viele Teams orientieren sich an einfachen Kennzahlen wie Story Points oder Anzahl ausgelieferter Features. Das zeigt den "Fleiß" - i.S. von Output, sagt aber kaum etwas über Wirkung. Bessere Metriken schauen auf Outcomes und helfen zu erkennen, ob Kundinnen und Kunden tatsächlich profitieren. Wer das ernst nimmt, stellt fest, dass nicht jede neue Funktion Wert für die Nutzer schafft – und dass auch das Weglassen eine wichtige Entscheidung sein kann. Metriken sind kein starres System, das man einmal definiert und dann abarbeitet. Sie entfalten ihren Wert erst, wenn Teams regelmäßig hinschauen, sie diskutieren und ggf. anpassen - also aktiv mit ihnen arbeiten. So entsteht ein gemeinsames Verständnis, worauf es wirklich ankommt. Oft geht es darum, Hypothesen zu prüfen: Führt eine bestimmte Änderung tatsächlich zu mehr Nutzung? Verbessert sie ein relevantes Kundenerlebnis? Oder verpufft der Effekt? Gerade für Product Owner liegt hier eine Chance. Sie sind nah an den Entscheidungen und können dafür sorgen, dass Gespräche über bessere Metriken nicht an der Oberfläche bleiben. Es geht nicht darum, Zahlen zu liefern, die gut aussehen, sondern um eine Grundlage, die schwierige Fragen und Entscheidungen ermöglicht. Was bedeutet Erfolg für unser Produkt? Wie messen wir Fortschritt, der über Auslastung und Geschwindigkeit hinausgeht und in Richtung unserer Produktvision führt? Wer sich auf diesen Weg einlässt, wird merken, dass bessere Metriken Orientierung geben. Sie bringen Klarheit in Diskussionen mit Stakeholdern, machen Annahmen transparent und helfen Teams, bewusster zu entscheiden. So wird Produktentwicklung weniger zu einer Abfolge von Aktivitäten und mehr zu einem Prozess von Wertgenerierung, der echten Unterschied macht. Das Video von Marcs Talk auf der Product at Heart können wir zu diesem Thema nur empfehlen. Hier der Link zu seinem Talk im Video-Archiv der diesjährigen Product at Heart. In dieser Episode verweisen wir auf diese älteren Folgen des Podcasts: - Data-Fluent Product Manager mit Büşra Coşkuner - Klarheit als Superpower für Produktmenschen mit Arne Kittler Ihr könnt mit Marc Roulet gerne direkt in Kontakt treten und weitere Fragen klären. Am besten kontaktiert ihr in über sein LinkedIn-Profil. Was für Erfahrungen in der Arbeit mit Metriken und KPIs hast du gemacht? Wie arbeitet ihr in eurem Produktteam mit dem Analytics und BI-Team zusammen? Teilt eure Erlebnisse mit uns und anderen Produktmenschen unter diesem Blogpost oder auf unserer LinkedIn Seite und lasst uns gemeinsam daran wachsen!

The CPGGUYS are joined in this episode by Ron Bielski, Managing partner, Global FMCG lead of NielsenIQ Next which is the strategy, growth and transformation consulting division of NIQ. This episode is an industry focused one that will span the spectrum of macro and microeconomics and what CPG brands can really do about it as they look for volume growth. This episode is sponsored by NielsenIQFollow Ron on LinkedIn at:https://www.linkedin.com/in/ronbielski/Follow NielsenIQ on LinkedIn at: https://www.linkedin.com/company/nielseniq/Follow NielsenIQ Next online at: https://nielseniq.com/global/en/solutions/quest-for-next/Ron answers the following questions : Decompose what is this strategic consulting arm of NIQ?As Head of Strategy Consulting, how are you advising CPG brands to evolve in response to the most critical market shifts—especially regarding consumer behavior, inflation, and supply chain volatility?With vast shopper data at NIQ's disposal, how do you help clients move beyond data collection to actionable, predictive strategies that drive growth and resilience?How is the rise of e-commerce and digital marketplaces reshaping your strategic consulting approach for CPG clients balancing online vs. traditional brick-and-mortar?Many retailers are expanding private label offerings, while consumers are more price-conscious than ever. How are you positioning CPG brands to preserve margin and differentiate in this environment?Consumer demand for sustainability and ethical branding is rising. How does your team at NIQ support brands in aligning these consumer values with business performance, avoiding both underperformance and greenwashing?What role is AI playing in NIQ's strategic consulting capabilities—from forecasting to scenario planning—and how are you helping clients adapt to its usage?As global consumer markets diverge post-pandemic, how do you help clients calibrate strategies across diverse regions—from developed to emerging markets?How are you advising on quicker innovation cycles and stronger retailer collaborations to capture incremental growth opportunities amid expedited category changes?What modern KPIs—beyond sales and market share—do you recommend for measuring the long-term impact of strategy consulting engagements in areas like brand health, consumer loyalty, and omnichannel effectiveness?Reflecting on your career in strategy consulting, which lessons do you hold most valuable? And what emerging CPG trends excite—or concern—you the most looking ahead?CPG Guys Website: http://CPGguys.comFMCG Guys Website: http://FMCGguys.comCPG Scoop Website: http://CPGscoop.comRhea Raj's Website: http://rhearaj.comLara Raj in Katseye: https://www.katseye.world/DISCLAIMER: The content in this podcast episode is provided for general informational purposes only. By listening to our episode, you understand that no information contained in this episode should be construed as advice from CPGGUYS, LLC or the individual author, hosts, or guests, nor is it intended to be a substitute for research on any subject matter. Reference to any specific product or entity does not constitute an endorsement or recommendation by CPGGUYS, LLC. The views expressed by guests are their own and their appeaCPGGUYS LLC expressly disclaims any and all liability or responsibility for any direct, indirect, incidental, special, consequential or other damages arising out of any individual's use of, reference to, or inability to use this podcast or the information we presented in this podcast.

On this episode of Next Leve CRE, Matt Faircloth interviews Robert Martinez. Robert walks through building Rockstar Capital from post-recession Class B/C roots to a Houston-centric portfolio, why he now underwrites conservatively (e.g., ~65% LTV, stress-tested exits), and how inflation, insurance spikes, and rates forced operators to sharpen fundamentals. He shares his “make them stay” playbook—prioritizing AC/boilers and quality turns, adding Amazon-style lockers and in-unit laundry, converting security deposits into monthly “deposit-alternative” fees, in-housing services like valet trash/landscaping, and tightly monitoring online reviews via J Turner—plus why he prefers self-management and geographically clustered assets in Houston's suburbs near strong schools. He also details staff-first KPIs (occupancy/delinquency discipline), lessons from a short-lived third-party management experiment, and buying back long-held, well-understood assets rather than chasing heavy value-adds Visit https://www.bestevercre.com/rockstar for get Rockstar Capital's FREE NOI Boosters Guide Robert Martinez Current role: Founder & CEO, Rockstar Capital (multifamily owner-operator). rockstar-capital.com Based in: Houston, Texas. rockstar-capital.com Say hi to them at: robertmartinez.com| Instagram: @apartmentrockstar| Rockstar Capital contact Visit investwithsunrise.com to learn more about investment opportunities.  Get 50% Off Monarch Money, the all-in-one financial tool at www.monarchmoney.com with code BESTEVER Join the Best Ever Community  The Best Ever Community is live and growing - and we want serious commercial real estate investors like you inside. It's free to join, but you must apply and meet the criteria.  Connect with top operators, LPs, GPs, and more, get real insights, and be part of a curated network built to help you grow. Apply now at ⁠www.bestevercommunity.com⁠ Learn more about your ad choices. Visit megaphone.fm/adchoices

In this episode, Jason took a hard look at the Last Planner System, what works, what doesn't, and why it desperately needs a reset. From daily huddles that prioritize foremen over craftworkers, to the misuse of “constraints” vs. real roadblocks, to static boards that kill flow, I pull no punches in critiquing where our industry is stuck. You'll hear why: Morning huddles waste critical craft time (and what to do instead). Roadblocks must replace “constraints” in our language and practice. Visual boards should drive problem-solving, not just display commitments. Why percent plan complete (PPC) isn't enough, we need new KPIs. Pull planning should always use one sticky per day and avoid batching. Lean systems should evolve, not stagnate. If we want Last Planner 2.0 (or 3.0) to actually deliver, we've got to stop repeating bad habits and start building trust, flow, and clarity on our projects.

This episode explores the concept of a lifestyle business versus a performance business, introducing the "Four F's" framework for building a business that serves your life rather than consuming it.Lifestyle Business vs. Performance BusinessPerformance Business: Revenue-focused ($10M-$100M+), built to sell, often requires outside investment, 30+ team members.Lifestyle Business: Built around the Four F's, $1-3M profitable revenue range, small team, owner-controlled.How can you define your lifestyle business? Find a quiet space (coffee shop recommended) and journal on:What does fun look like in your business?How do you define freedom for your life?What flexibility do you need?What's your personal financial success number?Join Bradley for The Quarterly September 23rd, 2025...The Quarterly is a business planning workshop. We help business owners make plans for the next three months. Our goal is to help you go from doing all the work yourself to building a business that runs without you. Save your seat here: https://quarterly.blueprintos.comThanks to our sponsors...BlueprintOS equips business owners to design and install an operating system that runs like clockwork. Through BlueprintOS, you will grow and develop your leadership, clarify your culture and business game plan, align your operations with your KPIs, develop a team of A-Players, and execute your playbooks. Register to join us at an upcoming WebClass when you visit www.blueprintos.com!Coach P found great success as an insurance agent and agency owner. He leads a large, stable team of professionals who are at the top of their game year after year. Now he shares the systems, processes, delegation, and specialization he developed along the way. Gain access to weekly training calls and mentoring at www.coachpconsulting.com. Be sure to mention the Above The Business Podcast when you get in touch.Club Capital is the ultimate partner for financial management and marketing services, designed specifically for insurance agencies, fitness franchises, and youth soccer organizations. As the nation's largest accounting and financial advisory firm for insurance agencies, Club Capital proudly serves over 1,000 agency locations across the country—and we're just getting started. With Club Capital, you get more than just services; you get a dedicated account manager backed by a team of specialists committed to your success. From monthly accounting and tax preparation to CFO services and innovative digital marketing, we've got you covered. Ready to experience the transformative power of Club Capital? Schedule your free demo today at club.capital and see the difference firsthand. Make sure you mention you heard about us on the Above The Business podcast to get 50% off your one time onboarding fee!Autopilot Recruiting helps small business owners solve their staffing challenges by taking the stress out of hiring. Their dedicated recruiters work on your behalf every single business day - optimizing your applicant tracking system, posting job listings, and sourcing candidates through social media and local communities. With their continuous, hands-off recruiting approach, you can save time, reduce hiring costs, and receive pre-screened candidates, all without paying any hiring fees or commissions. More money & more freedom: that's what Autopilot Recruiting help business owners achieve. Visit https://www.autopilotrecruiting.com/ and don't forget to mention you heard about us on the Above The Business podcast.Direct Clicks is built is by business owners, for business owners. They specialize in custom marketing solutions that deliver real results. From paid search campaigns to SEO and social media management, they provide the comprehensive digital marketing your business needs to grow. Here's an...

Kiera talks about the concept “going into the storm,” aka how to approach those difficult conversations with team members, and how this builds trust as a practice.  Episode resources: Subscribe to The Dental A-Team podcast Schedule a Practice Assessment Leave us a review Transcript: Kiera Dent (00:01) Hello, Dental A Team listeners, this is Kiera. And today I think is gonna be a really, really, really beneficial conversation. This is something that I've worked with tons of offices on. It's something that I feel is such a good just reminder of the type of practice, the type of leader that we wanna be. So, and it's called going into the storm, how to have hard conversations with your team and actually making them easy. So with that, ⁓ this is like, it's just random. So Buffalo, ⁓   I I'm going straight into a story for you. Why not? Happy dental day. Happy everything for you. But when Buffalo, there's a storm coming. So they watch this, basically like Yellowstone area over like the Rocky Mountains. When a storm comes, they've watched Buffalo behavior. What Buffalo do is they actually, the storm's coming at them, like these big, we're talking like a big, snowy, scary, terrifying storm, blinding. They can't see. I've been in some of these storms. Buffalo actually turn.   face the storm and walk through the storm. Like they literally go into the storm, whereas cows, what they do when the storm's coming, they see it and they actually pivot and they run away from the storm. And what's interesting is the buffalo, when they go and they hit it head on, they're actually able to get through the storm and be able to come out on the other side faster and with less like heartache and burn on them versus the cows that are actually in the storm so much longer because they avoided it.   And then they actually, the storm just like goes with them for much, much longer rather than hitting it head on and taking it on. So when we talk about this in teams and kudos to an awesome doctor up in New York, he's the one who introduced me to this. We talk about it in all of his practices. His practices are thriving. We've taken this to other offices. We do it within our company, but it's where can we go into the storm in our practices? Where are we avoiding conversations where if we would just have them head on, we'd actually be able to move it so much faster and further ahead.   And I think about this a lot of like those storms, if you realize, are actually the things that are the building blocks of gaining greater trust and vulnerability with each other. So we go to Patrick Lincione's five dysfunctions of a team. The bottom layer is trust and vulnerability. Then the next layer is healthy debate. Then the next layer is commitment. Then it's peer to peer accountability. And then it's results in winning. So if we look at all that, we break it down. People who go into the storm that's building trust and vulnerability and it's having a healthy debate.   versus those who avoid it or are avoided. Like it actually just makes it last longer. And I my little sister said, she's like, here, it's like 10 seconds of courage to overcome these things. And when you look at other opportunities and other stories and other scenarios, when people go into the storm, they walk out on the other side and they're like, gosh, I'm so glad I had that conversation. Even though it was a hard conversation, it ends rather than being avoided on it. And so having those...   All it does is it's going to build resentment when we are like the cattle and you're in it so much longer and it's more exhausting for you and it's more draining on you rather than turning it and going into the storm. So in your practice, I have some offices who have literally made like hats, t-shirts, swag, and they say go into the storm. And I think it's a really good reminder. And I'm even tempted to do it in our company. So like, Hey team listening, ⁓ I really think it's an awesome idea to just wear shirts, to make bracelets, to have it on a hat of go into the storm.   So you're reminding yourself that you're always going into the storm. I want to have this ⁓ conversation because true leaders go into the storm. Those who are followers avoid. And I just want you to realize like, who am I and what am I doing and what's my behavior? And so this healthy debate or healthy conversation actually allows for more direct conversation and builds trust and it builds a stronger practice. And it's wild because I had an office, we talked about this and we talked about their quarterly meeting.   And then three months later, I asked them how they're doing in their life. We've been going into the storm so much more. And when I talked to this office manager, she's like, Kiera, it's crazy how many times I need to go into the storm and how many times I was avoiding it in the past. But now that it's on the forefront of my mind, I'm thinking about it more. I'm doing it more. And I'm actually making it to where it's just better experience for me. So the dentistry team, our job is to like make your life easier. Our job is to make you more profitable, less stress, better patient experience. But when we make changes or when we do things in offices,   We've got lots of different behaviors in the practice. So we're going to have lots of different people there, which in that case, we're bound to have conversations that don't match. We're bound to have conflict. We're bound to have people that like, there's just going to be a misalignment, which is going to have the opportunity for frustration, confusion, chaos. And so when we have these conversations, when we teach you and your teams how to do this, your team actually flows. This is how we get flow in a practice. This is how we get ease. And actually, instead of having artificial harmony,   we actually have true harmony in our practice. And this will actually apply to your personal life. ⁓ Me, I have two sisters, so hello, welcome to three. There's always an odd man out or odd woman, if you will. And one of my little sisters, we realized that there was some pretty awesome opportunities for some healthy debate. My family is really solid on people pleasing. We think that that's the right way to go. Seven kids don't make a big mess, like it's fine. And I've noticed the more I coach and the more my company and the more I work with teams,   the less and less tolerant I am to people pleasing and not having conversations when they need to happen. And I remember my little sister and I was for my birthday. ⁓ She's 15 years younger than me. So life lessons, like I've clearly had a lot more life than she has. And ⁓ we went into the storm and my little sister felt like maybe I didn't like her and   We talked about it and I remember telling her, I waited about a week and I said, hey, Leticia, are you open to a conversation? And she said, yeah. I said, let's talk about what happened. And I helped her realize that like me having that kind of a conversation with her, like, let me know how it landed because in no way, or form, do I want to be rude or aggressive or anything like that. Cause I know I can have a bit more bold of personality site if you couldn't guess. I'm sure all of you can guess that. And I told her, said, like,   Me coming to you and having that conversation actually is me wanting to build more trust with you. So that way we can have conversations. You can tell me what you're feeling. I can tell you what I'm feeling and we don't have to sit here wondering and guessing or talking through other people. And I was actually like really, really proud of my little sister who's 23. Actually she just turned 24. But at 24 to learn these life lessons.   and to be open to it and to see that like going into the storm is not a bad thing, but it is uncomfortable because I think a lot of our lives and a lot of society has taught us to avoid to make sure people like us. But the real way for people to like us is to know that they trust us and that they can be real with us. So on that, this is something of like, Hey, if you're avoiding conversations or you're nervous about your leadership, this episode is your permission and your playbook to have these conversations and to truly go into the storm, to hit things head on and to not have the   the problems last for so long. So step one is like, let's get the facts in the right intention. So I'm really big on like, when we're highly charged and we come in and we are berating people or we're being rude, that actually can damage a relationship. So like you can go into the storm, but the way we go into the storm, let's have finessing grace rather than like attack mode. So what are the facts of the situation? What happened? What was said, what was done and what's needed to resolve it. And then, excuse me, I'm really big on like say what needs to be said.   So let's not just like go into it like, all right, facts are that you were a jerk, did this. Those are actually like someone being a jerk is not a fact. A fact is you said X, and Z on this date. This is how it landed. And these are the clear examples and we stay grounded. So this is where also metrics and KPIs are really great. So if your hygiene team is not hitting it, it's like the facts are that we're actually not hitting our three times our pay like we need to. We looked at all the open time in the schedule. So there's a scheduling issue. We also looked at what our   dollar per procedure has been for each hygienist. And we know this hygienist is hitting it, this hygienist is not. We also looked at like what's going on within those and what are the procedure makeups? Do you see how many facts I just brought to the table? So instead of being the hygienist is like, well, you don't give us the time. We can't hit three times. It's like, okay, here's the facts. Here's the data to back it up. Now let's figure out a solution together to make sure that we're able to hit three times our pay. Cause we need to take care of our patients and we need to make sure like this is something other offices can do. So let's make sure we do it. And then what we're going to do   is now that's like, we've got the right intention. And what I say is we spend like two minutes on talking about what the issue is very clearly clear as kind. And then we spend the rest of our conversation resolving it and finding solutions to it. So really the goal is to improve, it's not to shame or to blame or to nitpick that person's like, you did this. Like, no, that never is going to land well. That is one way to go into the storm, but that is not the best way to go into the storm. Like kudos, you actually have the combo.   but it didn't land in a way that somebody felt respected, heard, and that they're able to accomplish it. So the next step is we have that, prepared our facts and our intention. Next step is going to be like to communicate clearly and directly. Like I said, clear is kind. So we can use words like I've noticed or help me understand, or I'd like to understand your perspective on this. And we speak with empathy and firmness. So it's like we address the behavior, not the person. So it's never like, well, Sarah, you're not hitting your three times a pay. It's like, hey,   We've noticed this is happening. These are some of the facts. Help me understand what's going on so we can create a solution together to get to three times our pay. Notice on that, I did not tell them like this is open for negotiation, but I'm also not blaming you and telling you that you're wrong. It's like, hey, this is what's going on. Here are the facts. Help me understand your side. And then let's create a solution together that we both agree to that's going to be able to resolve this once and for all. ⁓ So when doctors and office managers come into it, I had a coach and she told me, always come from curiosity.   So when we're going into these, from curiosity, that's going into the storm in a way that's going to yield a positive result. It's like, hey, help me understand, or like, I'd love to understand more about this, ⁓ or hey, help me see your side on this. I'd really love to understand where you're coming from. So a lot of it's like, help me understand, help me understand. I'd love to know more. ⁓ Help me see your perspective on this. I'd love to understand your side. And truly, we're now listening to understand. We're not listening to respond.   And I hope you heard that you're listening to understand you're not listening to respond. And then from there, like honestly, I had a doctor, I giggle, I had a doctor who had to practice this with me. Like they literally had to sit there and have an uncomfortable conversation with me and they had to send me the video. So was like, how are you going to come into this? How are you going to approach it? How are you going to say like, help me understand this? How are you going to address the issue with facts? Help me understand more, Kiera. I remember the doctor said it to me and.   I watched it I was like, my gosh, we have to this conversation again. Like I swear we just had this and I called the doctor and I said, hey, I got your message. Thank you for it. Like help me understand like what we need to resolve with this conversation. The doctor like, no, we don't resolve anything. You just told me I had to practice. So had to send you another video of this, but we are resolved. like, but notice how you even came into that. Like I'm annoyed. Like, my gosh, I have to freaking have this conversation again.   But my ultimate intention is I want to get this resolved so it doesn't come up and I want to resolve it forever. And I really do want to understand what you're hearing, how this is landing so we can be on the same page. When we communicate, going to the storm for me is we are on the same page, we've made a resolve and we're committed to solving this forever. Notice, trust and vulnerability, then we go into healthy debate, then we go into commitment and then it's peer to peer so we can win. So on this, I'm like, my ultimate resolve is like, what do we need to commit to? What do we need to do to resolve this?   Like what do need to hear? What do I need to understand? So that way you and I are on the exact same page. So then after that, we then are able to have a follow up and accountability. So once we have that, like I just said, like we had the conversation, we have the intention, we had the healthy debate, whatever it is we commit, we commit 100 % and what we're going to follow through on. So we have a culture of follow through accountability. So it's like amazing. This is what we agreed to. This is when we're going to get it done and this is what you need and this is what I need. And this is when we're going to...   touch base and make sure it's good to go again. What I love is when these emails are like, you send this in a recap email form. So both of us, like there's no misunderstanding because what they've actually studied is people's memories are not actually real. We actually don't remember and we fabricate and we change. So like when you have eyewitnesses, actually not great witnesses because everybody's memories change all the time. So when we have black and white of a recap of, this is what we agreed to. This is what we said. These are the dates. Now there's no room for miscommunication.   And also what I like to do is on this follow-up accountability, I like to ask them, like, hey, also, I just want to make sure that what I was trying to communicate is what you heard. ⁓ Help me understand, like, what did you hear and how did this land for you? So you say this with Vanessa, because someone might say, like, Kiera, I heard that you think I'm a terrible hygienist and I'm actually doing an awful job. At that point, it's like, thank you for telling me. ⁓ Once again.   Help me understand what I said that made you feel that way, because that's not my intention at all. And I want to make sure we're on the same page. I appreciate you so much. So then they'll be like, well, when you said that I wasn't doing blah, blah, great. Well, now we can resolve it. We can fix it. Like, thank you. This is what I was trying to say. Is that more clear? Does that work? Are we on the same page? Then we have the follow up, the support. We follow through. We make sure it's going to be resolved forever. Now, this can be really awkward at first.   This is not something that I feel people are naturally born with most of the time. And I think that this is something to practice. So what we've got to do is the three steps for these going into the storm is we prepare with facts. We communicate with clarity. We're like, it's very clear. Like, hey, here's it. We have the facts in our intention. We communicate clear as kind. This is the issue. This is the resolve. Let's work together to find a solution. And then we're having accountability follow-up to make sure that we're on the exact same page with that email recap. And like, perfect. Help me understand. We're coming from curiosity.   This will help you have courageous, strong leader conversations. This will help you go into the storm more. And what's interesting is if you even want to take this podcast to your leadership team and help your whole leadership team hear this, like, we're going to go into the storm more this quarter. We're going to start practicing these conversations. We're going to start asking each other how it lands. What's amazing is within your office, it's like a little breeding group of everybody knows what's going on so I can practice on them. So then when I go to my family,   it's not as awkward and I can start to have it. And what's interesting is you will actually start to have less and less tolerance for artificial harmony and more and more craving to be on the same page, to have this conversation, to make sure we're communicating on the same page that we're actually communicating. And we're not just trying to talk through a window, right? Like at the stoplight, when you see a car over there and you're like, hey, your music's great. And they're like, what? That's how oftentimes communication is versus like, let's roll down the windows. Let's truly communicate. Let's go into the storm. Let's hit these issues head on.   hit the issues, not the person. Let's do it with poise, with finesse and grace. And you can even tell people like, hey, I'm practicing this. I heard it on a podcast. I'm not a hundred percent like great at this, but I'm going to do my best. And I want you to just give me feedback of how it landed for you so I can get better and better and better. This is where it's going to be where you can truly become an incredible leader. And I promise you, if you'll go into the storm, your life will be so much better. Let's get through it. Let's see that these are opportunities for you to grow all these storms, if you will.   are opportunities of your soul to grow, to evolve, and to become the person you were meant to be. So see it as the opportunity, see these as great blessings, see them as worthy opponents, see it as like, my gosh, I get an opportunity to grow and become a better version of myself. Thank you for showing up, thank you for this opportunity, and become the leader that you were meant to be. So if you're avoiding a conversation right now, this is your sign to go into the storm, and I'm sure all of us have it. What is the storm that you need to go into? And honestly, you can DM us, like, difficult conversation guide. We have a whole recipe of how to have a hard conversation.   ⁓ And we're happy to share that with you. So just message us or email us. Hello@TheDentalATeam.com ⁓ This is where I want you guys like the podcast is here for leadership tools. It's for tactical practical pieces. And honestly, maybe send this episode to a colleague to another doctor that maybe, know, doesn't go into the storm as much with their team. Send it to team members, office managers, send it to your office manager and say, Hey, I want to start having these conversations with you. I know I've been avoiding that. I think this is a great framework for us to now start to go into this and giving us permission to play.   to have these conversations together to grow ourselves. And honestly, if you're struggling with that, this is where we coach up leadership teams. We coach doctors how to have these conversations. We coach team members how to have these conversations. We have it in a safe space where you can practice, because you're not going to be perfect at it, but we want perfect practice to get these great results. We want you to practice having going into the storm. We want to push you and say like, hey, this is the storm, let's go into it, and having an accountability buddy that won't let you shy away from it.   So if we can help you out in that, reach out Hello@TheDentalATeam.com. And as always, thanks for listening. I'll catch you next time on the Dental A Team Podcast.

In this Throwback episode, Chad Franzen interviews Josh, who shares his proven seven-step hiring process designed for business owners scaling to 8 figures and beyond. Josh details how to define roles, set KPIs, attract top talent, and rigorously assess candidates through assessments, test projects, and in-depth interviews. Listeners will learn actionable strategies to efficiently filter large applicant pools and secure high-performing team members. Chad and Josh's discussion is packed with practical tips and real-world examples, offering a blueprint for building world-class teams and accelerating business growth.Chapters:Overview of the Seven Steps (00:00:00)Josh outlines the seven-step process for hiring effective team players, giving a broad overview.Introduction of Chad Frandsen and Episode Context (00:01:18)Chad is introduced as the interviewer, and the episode's focus on hiring is set.Step 1: Define the Role and Success Criteria (00:01:52)Discussion on clearly defining the role, identifying business bottlenecks, and conducting a time study.Step 2: Set KPIs and Responsibilities (00:03:21)Explains how to set measurable KPIs and clarify day-to-day responsibilities for the role.Step 3: List the Job on Multiple Sites (00:04:37)Covers creating a compelling job description and posting it on various job sites, especially for international hires.Step 4: Applicant Assessments (00:06:06)Describes using assessments (like Criteria Corp) to quickly filter a large pool of applicants.Step 5: Test Projects for Applicants (00:07:44)Explains giving test projects to shortlisted candidates and provides examples of effective test assignments.Step 6: Conduct Interviews (00:12:09)Details the interview process, focusing on identifying patterns of success and using reference-based questions.Step 7: Extend Offer and Role Profile (00:14:23)Discusses making the final offer, sometimes to multiple candidates, and ensuring clarity with a role profile document.Reflections and Closing Remarks (00:15:27)Josh reflects on the process's effectiveness, and both speakers conclude the episode.Links and Mentions:Tools and Websites  Upwork now Fiverr Online Jobs  Indeed Criteria Corp  Books and Case Studies  Harvard Business Review Case StudiesTranscript:Chad 00:00:00  Why don't you go through the seven steps? Just kind of a broad view of the seven steps, and then we'll dive into each one individually. Awesome. All right.Josh 00:00:07  So there's seven main steps to hiring a effective a team player for your business. Number one is you've got to define the role and what success looks like. Number two you've got to set KPIs and identify what the day to day responsibilities and tasks are going to be. Number three, you've got to list the job and on multiple websites and promote it on multiple websites. Step number four is once you start receiving applicants, you need to have those applicants take assessments. Step number five you need to give those applicants that pass your assessments test projects to complete. And step number six, those people that pass your test projects that you give them. You need to actually do interviews with them. Okay. And during these interviews you'll be looking for a pattern of success in their career. We'll dive into all of these in more detail, but step number seven is to extend the offer in correlation with having them sign a role profile document so that everybody is on the same page in terms of what the expectations are, so that when they start, they understand that this is a probationary time.Josh 00:01:18  They've got to earn the job. Today I'm excited to introduce to you Chad Franzen. He is here with rise 25, who has done hundreds of interviews with successful entrepreneurs and CEOs. We have flipped the script and he will be interviewing me today.Chad 00:01:34  the last time we spoke, we spoke about kind of the some of the difficulties you had getting going with various things. And one of those things was hiring people and kind of hiring them into ambiguous roles. Now, I know the thing. The time period you talked about was a few years ago. You've certainly drilled that down. And we'd like to talk about maybe your hiring process this time.Josh 00:01:52  You've got to be able to clearly articulate what success looks like from the onset and also understand how. Why is that one of the most pressing issues in your business right now? Why are you hiring them? So that's the first step is is actually defining the role. So what does this mean? It means you need to go through and assess in your business where is your biggest bottleneck.Josh 00:02:15  And rather than just saying, hey, I look at all these other companies and everybody has, let's say an operations manager. Just because everybody else has an operations manager doesn't mean that that needs to be your first hire. So you do a two week time study where you're literally analyzing where you spend your time every 15 minutes of the day. This is even personal time and your working time. And then at the end of those two weeks, take a step back and then look at the results, right. Where are you spending most of your time? And if you can identify wow, I'm doing a lot of operational tasks. Well, maybe you need to hire a project manager or wow, I'm doing a lot of marketing tasks or I'm doing a lot of influence or partnerships or whatever that might be. If you can identify that that is where you begin to say, okay, it looks like this is where a lot of my time is going. If I can then replicate somebody else to be doing what I'm doing, at least 80% or better, look at how much time this is going to free up for myself.Chad 00:03:21  That kind of leads us into step two. Then set KPIs and day to day activities and responsibilities.Josh 00:03:27  The next step in step number two is actually defining how you're going to measure that success, right? Don't just say, well, you're you're running the business. Okay. What is that? What does that mean? Right. You're making sure all the projects get completed. The setting KPIs forces you to create measurable activities or events in your business. So for me, I listed one of our KPIs that I listed for our new VP of operations is that 90% of all of our team member KPIs, because every single one of our team members have their own KPIs. 90% of all of those team member KPIs that are reporting to him need to be green. Like we're meeting those targets and above, right? So that's very clear. Like it's not this hey, I need to make sure your team is performing well. It's it needs to be 90% of or above. And we get to measure this specifically every single week I can get a report and say, this week we're at 80%.Josh 00:04:27  All right. We got some room for improvement. This week we're at 95%. Okay, good. We're headed in the right direction. So KPIs are are super important. They've got to be measurable events.Chad 00:04:37  So step three then is listing the job on multiple sites. Are all these things that you have determined in that job posting or is that just handy to know when you've hired t...

What if the very system we rely on to motivate teams and measure success is actually holding us back? Many leaders find their teams can hit targets but still feel stuck, which points to a fundamental flaw in how we approach performance management.Traditional goal-setting methodologies like OKRs and KPIs, while well-intentioned, often create unintended consequences that work against the very outcomes they're designed to achieve. The incentive structure encourages showing good numbers while sweeping problems under the rug, giving leaders the illusion of progress rather than real visibility.Find the full show notes at: https://workmatters.com/Why-Your-Goal-Setting-Fails-Escaping-the-Performance-Trap-with-Radhika-Dutt

In this episode of the Revenue Builders Podcast, hosts John McMahon and John Kaplan are joined by Meghan Gill to discuss the pivotal role of sales operations in scaling a company from $100 million to a multi-billion-dollar enterprise. Drawing on her 15 years at MongoDB, Megan shares valuable insights on evolving RevOps functions, the complexities of comp planning, the integration of AI in sales, and the importance of maintaining a robust management operating rhythm. The conversation covers a breadth of topics, including the transition to a consumption-based model, the challenges and strategies in aligning sales and client success teams, and best practices for selecting and consolidating sales tools. Megan emphasizes the necessity of detailed planning and communication, as well as the need to balance protecting the company with serving the sales organization effectively.ADDITIONAL RESOURCESConnect with Meghan Gill:https://www.linkedin.com/in/meghanpgill/Download the CRO Strategy Checklist: https://hubs.li/Q03f8LmX0Watch Force Management's Panel Discussion on AI in Sales Leadership: https://hubs.ly/Q03rlW4Z0Enjoying the podcast? Sign up to receive new episodes straight to your inbox: https://hubs.li/Q02R10xN0HERE ARE SOME KEY SECTIONS TO CHECK OUT[00:02:41] Evolution of Sales Operations[00:03:58] Field Operations and Territory Planning[00:06:45] Rev Ops vs. Sales Ops[00:08:20] Effective Territory Management[00:18:08] Metrics and KPIs in Sales Ops[00:22:55] Building a Successful Sales Ops Team[00:33:54] Deep Dive into Sales Ops Challenges[00:34:22] Diagnosing Sales Problems[00:35:05] Trust but Verify: Ensuring Data Integrity[00:37:36] Balancing Protection and Service in Leadership[00:39:51] Choosing the Right Sales Tools[00:43:50] The Role of AI in Sales[00:51:21] Compensation Plans and Their Complexities[01:01:25] Lessons from Scaling MongoDBHIGHLIGHT QUOTES[00:26:06] "The hardest part, to be honest, is getting the data right, because nobody has a perfect CRM with perfectly scrubbed data."[00:35:37] "Every analysis that I've done throughout my years running sales ops is very counterintuitive. It's like the fewer accounts you have, the more productive you are because you can really focus and narrow in."[01:32:06] "People with AI experience and leverage on how to do these roles are going to replace people that don't do that. And I see that happening really, really fast."[01:41:50] "Keep it simple. You want to have one, maybe two elements in the comp plan... Any more than that, they're not gonna know where to focus."

As a business leader or a CEO, how can you turn weak signals into a competitive advantage?In this episode, Scott reveals a powerful 5-step system that smart businesses use to predict change before competitors even notice. He breaks down how AI-driven agents can turn scattered data into actionable insights, helping leaders stay ahead of disruption. This episode will guide you through a practical blueprint for building a change intelligence system with clear KPIs, a 90-day rollout plan, and a scorecard to measure results.Join Scott Joseph as he explores: (0:45) Why Most Leaders Miss Market Shifts* Why businesses drown in data but still miss critical turns.* The concept of a change intelligence system powered by AI agents.(4:36) The Six Agents Every Business Needs* Each agent is designed to simplify decision-making and eliminate noise.(9:56) Building the Operating System for Change* Integrating change reviews into leadership meetings.(14:23) The 90-Day Rollout Plan* Scott's step-by-step rollout, from simple signals to full integration.(19:38) Scoreboards * How to measure success with signal-to-decision speed.BB&C LEADERSHIP RETREAT Our signature, no-fluff retreat is coming up in October, in Louisville, Kentucky. It's where business leaders come together to refine strategies, build powerful connections, and enjoy a little bourbon & cigars along the way.The first five people who go to https://MePlusUltra.com/bbc50 will receive 50% off their ticket to the Me Plus Ultra Leadership Retreat! BUSINESS, BOURBON & CIGARSBe sure to subscribe so you don't miss any episodes. * Apple Podcasts: https://apple.co/3SN2fHn * Spotify: https://open.spotify.com/show/74bfJL9J2fjevQEvi17ekU * YouTube: https://www.youtube.com/@MePlusUltraNetwork/ Business, Bourbon & Cigars is the preeminent resource for ambitious leaders who want a backstage pass to the top. Each episode, we sit down with ultra-successful executives and industry leaders who share their insider strategies for growth and success. And of course, we may even sip on some of the finest bourbon and light up our favorite cigars while we chat.Each week, we bring you in-depth interviews with high-level executives and industry leaders who have a proven track record and in-depth understanding of what it takes to grow a business. They'll share their no-nonsense approach, the challenges they faced on their journey to the top, and the strategies that helped them overcome obstacles and forge their own path to ultra-success.ME PLUS ULTRA Transform your business and redefine your world with Me Plus Ultra virtual masterminds and leadership retreats: https://MePlusUltra.com Me Plus Ultra is a place where visionary entrepreneurs come together, not just to network, but to forge lasting connections, inspire one another, and grow their businesses with confidence and purpose. With exclusive access to industry-leading knowledge, personalized growth strategies, and high-impact events, we empower you to transcend traditional business barriers. To elevate your business, join our Me Plus Ultra virtual masterminds and leadership...

Hosts: Lalo Solorzano & Andy Shiles Guest: Diane Perez, Senior Trade Manager Published: August 28, 2025 Length: ~38 minutes Presented by: Global Training Center

Try Journal free for 14 days: https://www.bookkeepersmarketing.com/ Take part in our Summer Survey: https://6fbsummer.scoreapp.com/p/summer2025 In this episode of The Bookkeepers' Podcast, we take a fresh, practical look at what bookkeepers actually do—end to end. We walk through the real workflow for small businesses: choosing cloud software and connecting bank feeds, coding sales and expenses with proper evidence (especially for VAT), handling accruals and prepayments, running credit control and payment runs, dealing with payroll journals, staying compliant with AML, and turning up-to-date data into useful management reports and cash flow forecasts. You Will Learn The true purpose of bookkeeping (decision-ready info first, tax compliance as a result). Why we recommend moving clients to cloud software (Xero, Sage, FreeAgent, QuickBooks) and specialising in one platform. How to keep business and personal spend separate and reconcile from the bank statement out. Sales workflows: invoicing, POS, online sales via Stripe/PayPal—and why you must “gross up” fees. Expenses, approvals, and smooth supplier payment runs (with director approvals). Payroll boundaries: when to outsource vs in-house, and how to post payroll journals correctly. AML responsibilities and the “bookkeeper as detective” mindset. Building monthly/quarterly reporting rhythms, KPIs, and cash flow forecasting clients can act on. ----------------------------------------------- About us We're Jo and Zoe and we help bookkeepers find clients, make more money and build profitable businesses they love. Find out about working with us in The Bookkeepers' Collective, at: 6figurebookkeeper.com/collective ----------------------------------------------- About our Sponsor This episode of The Bookkeepers' Podcast is sponsored by Xero. Get 90% off your first 6 months by visiting: https://xero5440.partnerlinks.io/6figurebookkeeper ----------------------------------------------- Promotion This video contains paid promotion. ----------------------------------------------- Disclaimer The information contained in The Bookkeepers' Podcast is provided for information purposes only. The contents of The Bookkeepers' Podcast is not intended to amount to advice and you should not rely on any of the contents of the Bookkeepers' Podcast. Professional advice should be obtained before taking or refraining from taking any action as a result of the contents of the Bookkeepers' Podcast. The 6 Figure Bookkeeper Ltd disclaims all liability and responsibility arising from any reliance placed on any of the contents of the Bookkeepers' Podcast.

Send us a textOur guest today is the author of ‘Radical Product Thinking: The New Mindset for Innovating Smarter', a book whose methodology is now being used in over 40 countries and has also been translated into Chinese and Japanese. She is an entrepreneur, speaker, consultant and product leader who has participated in five acquisitions, two of which were companies that she founded. Meet the one and only, the radical Radhika Dutt!    An MIT graduate, Radhika works with organizations ranging from high-tech startups to multinationals on building radical products that create a fundamental change. Radhika has built products in a wide range of industries including broadcast, media and entertainment, telecom, advertising technology, government, consumer apps, robotics, and even wine. She is currently Advisor on Product Thinking to the Monetary Authority of Singapore (Singapore's central bank and financial regulator). Radhika is working on her second book, ‘Escaping the Performance Trap: Why Goals and Targets Backfire and What Actually Works'.[2:57s] Radhika's genesis story[10:14s] Radical Product Thinking – breaking it down[16:56s] Applying Radical Product Thinking in today's VUCA world[23:45s] How can KPIs, OKRs and KRAs evolve with Radical Product Thinking[30:36s] The methodology of Objectives Hypotheses & Learnings – OHLs [45:56s] Radhika's vision for the near future and her upcoming book ‘Escaping the Performance Trap'RWL: Read Radhika's book ‘Radical Product Thinking' Find out more about her work at https://rdutt.com/Connect with Radhika on LinkedInConnect with Vinay on X (formerly Twitter) and LinkedIn What did you think about this episode? What would you like to hear more about? Or simply, write in and say hello! podcast@c2cod.comSubscribe to us on your favorite platforms – Google Podcasts, Apple Podcasts, Spotify, Overcast, Tune In Alexa, Amazon Music, Pandora, Jio Saavn and more. This podcast is sponsored by C2C-OD, your Organizational Development consulting partner ‘Bringing People and Strategy Together'. Follow @c2cod on Twitter, LinkedIn, Instagram, Facebook 

What if your team could get more done in less time? ⏳ In this Community Conversation, Nikki and Jason flip the traditional “hours worked” mindset on its head, championing the power of results over clock-watching. They share why it's time to ditch the outdated 9–5 mentality, how to unlearn habits that hold us back, and why role clarity + goals + KPIs are the secret trio for driving real impact.

The CPG Guys are joined in this episode by Toby Espinosa, Vice President of Ads at DoorDash, one of the world's leading local commerce platforms that helps businesses of all kinds grow and innovate, connects consumers to the best of their neighborhoods, and gives people fast, flexible ways to earn. Since its founding in 2013, DoorDash has expanded to over 30 countries, using technology and logistics to shape the future of commerce. Through its Marketplace and its Commerce Platform, DoorDash is driving economic vitality in the regions it serves worldwide.This episode is sponsored by DoorDash.Follow Toby on LinkedIn at: https://www.linkedin.com/in/a-toby-espinosa-b9458812/ Follow DoorDash on LinkedIn at: https://www.linkedin.com/company/doordash/ Follow DoorDash Ads online at: https://advertising.doordash.com/en-usToby answer these questions:Can you walk us through your role at DoorDash Ads and how the organization fits within the broader DoorDash ecosystem?What unique value does DoorDash bring to the retail media landscape, especially compared to traditional players like retailers or streaming platforms?What makes advertising within the food delivery sector different from other consumer industries?  What types of CPG brands are seeing the most success on DoorDash Ads—and why?Can you share a campaign or partnership or examples that exemplify what "great" looks like on DoorDash Ads? aka what is best in class?How is DoorDash doing things differently, and how do advertisers look to us as an additional opportunity to what other RMNs are already offering?What does working with Doordash ads entail - aka the customer experience?What key performance indicators (KPIs) do you consider most critical when evaluating ad success at DoorDash? Can you share some examples of how data insights have directly influenced campaign adjustments?What advice would you give to brands, especially in the consumer packaged goods arena, looking to leverage digital advertising for growth?CPG Guys Website: http://CPGguys.comFMCG Guys Website: http://FMCGguys.comCPG Scoop Website: http://CPGscoop.comRhea Raj's Website: http://rhearaj.comLara Raj in Katseye: https://www.katseye.world/DISCLAIMER: The content in this podcast episode is provided for general informational purposes only. By listening to our episode, you understand that no information contained in this episode should be construed as advice from CPGGUYS, LLC or the individual author, hosts, or guests, nor is it intended to be a substitute for research on any subject matter. Reference to any specific product or entity does not constitute an endorsement or recommendation by CPGGUYS, LLC. The views expressed by guests are their own and their appearance on the program does not imply an endorsement of them or any entity they represent.CPGGUYS LLC expressly disclaims any and all liability or responsibility for any direct, indirect, incidental, special, consequential or other damages arising out of any individual's use of, reference to, or inability to use this podcast or the information we presented in this podcast.

What does it take to manage 420 apartments and create a million memorable moments? On this episode, host Dan Ryan sits down with Sebastián Torres-Calderón, the CEO of Stay U-nique, an award-winning short-term rental company in Spain. Sebastián shares his journey from customer journey intern to CEO and reveals how implementing the Entrepreneurial Operating System (EOS) helped his company not only survive the chaos of COVID but quadruple in size. The conversation dives deep into how Stay U-nique uses data and technology to create a frictionless guest experience, the challenges of a rapidly evolving industry, and the political headwinds facing the short-term rental market. Sebastián offers a unique perspective on the debate between prohibition and regulation and provides a powerful case for why collaboration between the private and public sectors is the key to solving housing inventory issues.Takeaways: Track key metrics (KPIs) across all departments, not just leadership, to identify and address recurring issues. Use data to drive improvements in guest experience, operations, and communication.Use frameworks such as the Entrepreneurial Operating System (EOS) to set clear goals, break them into manageable projects (“rocks”), and review progress regularly. Involve the entire team in the process for maximum impact.Don't be afraid to make mistakes, learn, and adapt. Regularly test new approaches, measure their impact, and iterate quickly. Use technology to streamline operations (e.g., remote locks, cleaning apps) and enhance the guest experience, but ensure it remains personal and responsive.Success takes time and consistent effort. Focus on long-term growth rather than immediate results.Empower every team member with ownership of projects and clear goals to drive company-wide improvement.Quote of the Show:“To take that time and make it something that they will remember forever, and get to do that every day, that's amazing.” - Sebastián Torres-CalderónLinks:LinkedIn: https://www.linkedin.com/in/sebasti%C3%A1n-torres-calderon-serkovic-310044121/ Website: https://www.stay-u-nique.com/en/ Shout Outs:0:53 - World Travel Awards https://www.worldtravelawards.com/ 10:46 - EOS https://www.eosworldwide.com/ 12:02 - Airbnb https://www.airbnb.com/ 13:43 - Traction https://amzn.to/4fEGOTZ 13:43 - Gino Wickman https://www.ginowickman.com/ 14:53 - Mitcham Rentals https://www.mitchamgrouprentals.com/ 16:23 - Enrique Alcántara https://www.linkedin.com/in/enrique-alc%C3%A1ntara-b9623b/ 24:28 - What the Heck is EOS? https://amzn.to/4fGGXGC 40:49 - Sonder https://www.sonder.com/ 40:56 - Marriott https://www.marriott.com/default.mi 

AI is changing Marketing faster than ever, but it doesn't have to be intimidating. Daniel's OUT, Tamara's IN…and she's got product marketer, startup veteran, and AI enthusiast Michelle Nieberding to talk about how to bring more play and less panic into experimenting with AI. Michelle shares the story of how necessity at a small startup led her to explore AI tools, and why she now treats testing new tech as both a professional advantage and a personal hobby. So, what are some ways to start using it? Marketers can repurpose webinars into social clips, and analyze customer feedback, and even rethink how KPIs get tracked. Plus, how does she feel about AI agents? Michelle explains her take.  If you've ever wondered how to get started with AI in your work, or just want one new tool to test this week, this is the episode for you.  Follow Michele: LinkedIn: https://www.linkedin.com/in/michele-nieberding/ Follow Tamara: LinkedIn: https://www.linkedin.com/in/tamaragrominsky/ Sign up for The Marketing Millennials newsletter: www.workweek.com/brand/the-marketing-millennials Daniel is a Workweek friend, working to produce amazing podcasts. To find out more, visit: www.workweek.com

Email marketing expert Jeanne Jennings shares practical email testing strategies, and tips for maximizing ROI. Learn how to set the right KPIs, get statistically significant results with small lists, and use AI (including custom GPTs) to speed up copywriting and campaign analysis. Jeanne also discusses list validation, deliverability best practices, and the pros and cons of cold email. New episodes drop weekly—subscribe, rate, and review to stay ahead in digital marketing!

How do you know if you're tracking the right project metrics—or if you've been chasing the wrong numbers all along? In this episode, Galen sits down with Lior Gerson, Co-founder & CEO of TargetBoard.ai, to unpack how AI is reshaping KPI management and why aligning metrics with business strategy is the real game-changer.Together, they explore how project leaders can move beyond legacy metrics like velocity and utilization to focus on measures that truly drive impact. From tackling cultural mismatches around KPIs, to building real-time forecasting models, to leveraging AI for smarter, faster reporting—this is a conversation about cutting through the noise and making metrics meaningful.Resources from this episode:Join DPM MembershipSubscribe to the newsletter to get our latest articles and podcastsConnect with Lior on LinkedInCheck out TargetBoard.aiWhen the Old, and the New Metrics Fail – Jim Highsmith

What if your team could get more done in less time? ⏳ In this Community Conversation, Nikki and Jason flip the traditional “hours worked” mindset on its head, championing the power of results over clock-watching. They share why it's time to ditch the outdated 9–5 mentality, how to unlearn habits that hold us back, and why role clarity + goals + KPIs are the secret trio for driving real impact.

In this episode of The Playbook Universe, we sit down with Paul Cap, Chief Revenue Officer at MongoDB, to explore the core leadership principles and sales execution strategies that have driven one of the most explosive growth stories in tech. Paul shares his personal path from finance into sales, the pivotal mindset shifts that helped him lead at scale, and the mission-first approach that keeps MongoDB thriving. We dive into building high-performance teams, the early indicators of future CRO talent, and what separates great companies from the rest. Whether you're a first-line manager or a seasoned sales leader, this conversation delivers hard-earned lessons from the frontlines.

In this compelling episode of BRAVE COMMERCE, Rachel Tipograph and Sarah Hofstetter sit down with Amber English, President, Digital & Online of the Americas at The Estée Lauder Companies. From launching on Amazon to leading organizational transformation, Amber shares the inside story of how one of the world's most iconic beauty companies is navigating the future of commerce.With transparency and conviction, Amber unpacks how Estée Lauder is adapting to shifting consumer behaviors, optimizing for agility, and balancing heritage with innovation. She also gets personal, revealing the brave decision that shaped her career path in a surprising way.Key Takeaways:Commerce Meets Consumer Intent: Estée Lauder's move to Amazon wasn't just a distribution shift—it was a strategic response to consumer demand. Amber explains how the company protects brand equity while embracing the reality that Amazon is both a retail and media platform.Organizing for Agility at Scale: To keep pace with modern commerce, Estée Lauder is reengineering how teams work, empowering faster decisions, embracing real-time data, and aligning KPIs across channels to reflect the interconnected consumer journey.Career Bravery Beyond the Resume: Amber's decision not to return to college, despite the prestige-driven culture of corporate America, became one of her bravest—and most transformative—moves. Her story challenges traditional definitions of leadership and success.

Aaron Young is a renowned entrepreneur with more than 40 years experience and several dozen multi-million dollar companies under his belt.  Aaron has made it his life's work to arm business owners with success formulas that immediately provide exponential growth and protection. Fully embodying his concept of the Unshackled Owner, he inspires others to do the same by empowering them to build strong companies while proactively protecting their dreams. Highlight Bullets> Here's a glimpse of what you would learn…. Building and scaling businesses, particularly in the e-commerce sector.The importance of defining personal success and setting clear goals.Recognizing and leveraging personal strengths while delegating weaknesses.Hiring practices focused on cultural fit and complementary skills.Creating effective organizational structures and forward-looking charts.Implementing accountability measures through key performance indicators (KPIs) and scoreboards.Cultivating an intentional corporate culture that encourages innovation.Learning from real-world experiences and continuous education.The significance of creating systems for business independence and scalability.Strategies for maintaining personal fulfillment and legacy in entrepreneurship.In this episode of the Ecomm Breakthrough Podcast, host Josh Hadley welcomes Aaron Young, a seasoned entrepreneur and author of "The Unshackled." Aaron shares invaluable insights on scaling e-commerce businesses from seven to eight figures. Key topics include the importance of building autonomous business systems, defining personal success, and leveraging team strengths. Aaron emphasizes hiring for cultural fit, creating forward-looking organizational charts, and implementing KPIs for accountability. He also discusses the significance of a strong corporate culture and legacy building. This episode offers practical strategies for business owners aiming to achieve sustainable growth and long-term success.Here are the 3 action items that Josh identified from this episode:1. Systematize and Automate for Scalability – Develop detailed operating procedures and leverage automation to reduce manual effort. This ensures the business can run efficiently without requiring constant oversight, freeing up time for strategic growth.  2. Build a Team That Complements Your Skills – Identify your strengths and weaknesses, then hire team members who fill the gaps. Prioritize cultural fit and empower your team to make decisions, fostering a self-sustaining and innovative work environment.  3. Set Clear, Incremental Goals with a Defined 'Why' – Clearly define what success means to you and break down large objectives into manageable milestones. Understanding your motivation behind these goals helps maintain long-term focus and drive.Resources mentioned in this episode:Josh Hadley on LinkedIneComm Breakthrough YouTubeeComm Breakthrough ConsultingeComm Breakthrough PodcastEmail Josh Hadley: Josh@eCommBreakthrough.comThe E-Myth by Michael E. GerberChatGPTMagnify Your WealthThe Unshackled Owner"Who Not How" on AmazonThe Science of Getting Rich on AmazonLinkedInIndeedSpecial Mention(s):Adam “Heist” Runquist on LinkedInKevin King on LinkedInMichael E. Gerber on LinkedInRelated Episode(s):“Cracking the Amazon Code: Learn From Adam Heist's Brand Scaling Secrets” on the eComm Breakthrough Podcast“Kevin King's Wicked-Smart Tips for Building an Audience of Raving Fans” on the eComm Breakthrough Podcast“Unlocking Entrepreneurial Greatness | Insider Secrets With E-myth Author Michael Gerber” on the eComm Breakthrough PodcastEpisode SponsorSponsor for this episode...This episode is brought to you by eComm Breakthrough Consulting where I help seven-figure e-commerce owners grow to eight figures. I started my business in 2015 and grew it to an eight-figure brand in seven years.I made mistakes along the way that made the path to eight figures longer. At times I doubted whether our business could even survive and become a real brand. I wish I would have had a guide to help me grow faster and avoid the stumbling blocks.If you've hit a plateau and want to know the next steps to take your business to the next level, then email me at josh@ecommbreakthrough.com and in your subject line say “strategy audit” for the chance to win a $10,000 comprehensive business strategy audit at no cost!Transcript AreaJosh Hadley 00:00:00  Welcome to the Ecomm Breakthrough podcast. I'm your host, Josh Hadley, where I interview the top business leaders in e-commerce. Past guests include Kevin King, Aaron Cordovez and Michael E Gerber, author of the E-myth. Today I'm speaking with Aaron Young, the author of the book The Unshackled. This episode is brought to you by Ecomm Breakthrough, where I specialize in investing in and scaling seven figure ecommerce brands to eight figures and beyond. If you're an ambitious e-commerce entrepreneur looking for a partner or a coach who can help you take your business to the next level, I bring hands on experience, strategic insights, and the resources needed to fuel your growth. So if you or someone you know is ready to scale or looking for an investment partner or coach, reach out to me directly a...

from microsoft to $700 million in real estate Feras Moussa's Syndication Journey How does someone go from a Microsoft engineer to managing over $700 million in multifamily real estate? On this episode of Unemployable with Jeff Dudan, we sit down with Feras Moussa, co-founder of Disrupt Equity, who shares his incredible journey from tech to becoming a real estate syndication powerhouse. Jeff and Feras talk about: Why real estate isn't just for the rich—and how anyone can start The real reason most real estate investors fail Systems thinking, KPIs, and what it takes to scale a company fast EOS, hiring strategy, and building elite teams What operators get wrong about property management How to evaluate risk-adjusted returns and avoid analysis paralysis Why GSD (“Get Sh*t Done”) is Feras' #1 core value Whether you're a small business owner sitting on cash flow or an aspiring investor, this episode is a masterclass in wealth creation, risk management, and scaling high-performing teams.

from microsoft to $700 million in real estate Feras Moussa's Syndication Journey How does someone go from a Microsoft engineer to managing over $700 million in multifamily real estate? On this episode of Unemployable with Jeff Dudan, we sit down with Feras Moussa, co-founder of Disrupt Equity, who shares his incredible journey from tech to becoming a real estate syndication powerhouse. Jeff and Feras talk about: Why real estate isn't just for the rich—and how anyone can start The real reason most real estate investors fail Systems thinking, KPIs, and what it takes to scale a company fast EOS, hiring strategy, and building elite teams What operators get wrong about property management How to evaluate risk-adjusted returns and avoid analysis paralysis Why GSD (“Get Sh*t Done”) is Feras' #1 core value Whether you're a small business owner sitting on cash flow or an aspiring investor, this episode is a masterclass in wealth creation, risk management, and scaling high-performing teams.

On this episode of HALO Talks, host Pete Moore sits down with Larry English—former NFL player, real estate developer, and now the mind behind Mind Body Mastery and the Union Capital Company. Larry opens up about his journey from achieving his childhood dream of playing in the NFL, to facing the tough transition into business and entrepreneurship. He shares the pivotal realization that his champion mindset and focus on health, once honed as a pro athlete, was just as essential in the world of business. Larry talks about the importance of optimizing the "operator behind the business," using a data-driven approach to health and performance that goes far beyond "typical" fitness routines. Learn how a life-changing moment—watching the film "Concussion"—sparked his commitment to longevity and cognitive health, leading him to invest heavily in cutting-edge wellness strategies. Now, Larry helps executives and entrepreneurs unlock their peak potential through personalized, high-accountability programs that blend science, discipline, and mindset. Don't miss this inspiring conversation that proves whether on the field or in the boardroom, true performance starts with taking care of yourself first. You'll gain actionable insights on building sustainable vitality, avoiding burnout, and playing the long game in health and business. On the hidden cost of ignoring your own health as an entrepreneur, English states, "As business people, we don't debate or second guess the fact that we need to know our numbers in our business. We need to know our KPIs . . . we need to watch that P&L like a hawk. We need to know our conversion rates and cost per acquisition, leads, how many leads we're bringing in . . . all these things, right? But then we look at our health and we think that it's supposed to just happen on its own, intuitively, by happenstance? And that's just not the case." Key themes discussed Transition from NFL career to entrepreneurship and business. Importance of health optimization for business performance. Data-driven approach to personal health and performance. Mindset shifts after major career setbacks. Accountability and structure for lasting personal change. Defining success and fulfillment beyond financial achievements. A few key takeaways:  1. The Importance of Optimizing the "Operator" (You!): Larry emphasizes that just like in sports, your personal health and performance as an entrepreneur or business professional are crucial to overall success. He points out that many professionals fail to recognize that a performance mindset and maintaining health are just as important in business as they are in athletics. 2. Lessons from Professional Sports Transition to Business: Larry draws direct parallels between elite athletics and building a business. He discusses how data-driven approaches, discipline, and having a clear playbook are not just for sports, but equally vital for high-performing business leaders. Just as athletes track performance metrics, business leaders should monitor their KPIs—and their health metrics. 3. Facing and Overcoming Burnout: Burnout isn't just a result of overworking. As Larry puts it, “your operating system is busted.” After leaving the NFL, Larry learned the hard way that abandoning a health-first mindset led to a decline in vitality and performance—even as he achieved success in real estate. His story illustrates the need to reset and refocus on personal well-being for sustained high achievement. 4. Data-Driven, Holistic Optimization Programs: Larry's program is built on a holistic, science-based approach. It includes training, nutrition, biomarker optimization (via bloodwork), supplementation, and lifestyle supports. Success isn't just about willpower; it's about a system that offers expert guidance, accountability, and customization to each client's needs—so that health goals can directly power professional and personal ones. 5. Seeing Setbacks as Setups for Transformation: One of Larry's most powerful reflections centers on how a major business deal falling through led him to reconsider his true purpose. Rather than letting the setback define him, it pushed him to pursue his passion for helping others optimize their lives. He now uses the lessons—and the systems—that helped him transition from NFL athlete to successful entrepreneur and coach as a blueprint for others who want to “win the war, not just the game." Resources:  Larry English: https://www.linkedin.com/in/larryenglishmindbody     Mind Body Mastery: https://mindbodymastery.com/training  Prospect Wizard: https://www.theprospectwizard.com  Promotion Vault: http://www.promotionvault.com HigherDose: http://www.higherdose.com

Send us a textGrowth strategist Maritza Davila shares powerful insights on using KPIs (Key Performance Indicators) to achieve predictable business growth through systematic measurement and accountability.• KPIs serve as "momentum metrics" that measure how well businesses are performing toward specific goals• Nothing is predictable unless it's measurable - weekly tracking allows for timely course correction• Both quantitative metrics (financial) and qualitative metrics (team satisfaction, culture) are important• Common mistake: measuring only lagging indicators (revenue) instead of leading indicators (inputs)• Having clear metrics creates accountability and clarity for team members• Weekly reporting creates a cadence to culture - everyone knows what's expected• The GROW methodology: Guide (vision/goals), Research (data collection), Optimize (improvement), Win (execution)• For predictable growth, referrals must be part of a systematic strategy, not just passive word-of-mouth• Owners must demonstrate accountability themselves to set the example for their teams• Three-strike rule provides framework for addressing underperformanceFor a free consultation with Maritza on growing your business predictably, visit www.businessclarity.coSupport the showBelemLeaders–Your organization's trusted partner for leader and team development. Visit our website to connect: belemleaders.org or book a discovery call today! belem.as.me/discoveryUntil next time, keep doing great things!

What separates a legal department that saves money from one that builds competitive advantage? Two powerhouse CLOs, Rishi Varma (Cargill) and Tim Fraser (Toshiba America) - sit down with David Cowen to unpack the shift from legal risk managers to business growth drivers. If you're a legal leader, strategist, or tech-savvy operator, this is essential listening. The future isn't coming. It's here. And these leaders are already in it. Key Topics Covered: The AI Dividend: What it is, how to measure it, and why it's your next performance metric Data as Infrastructure: Why CLOs are racing to eliminate the “search function” and build a legal “brain” OKRs That Matter: How top legal departments align KPIs to business growth, not compliance checklists Tech Stack in Action: Inside the tools (Copilot, GenAI) that are driving real productivity gains today Talent Evolution: What CLOs actually look for in 2025, critical thinking, adaptability, and strategic fluency Cross-Functional Power Moves: Why your next big win requires partnering with your CIO (or CEO) From Perfection to Performance: Why "excellence over perfection" is the new rule of law

In this episode of Numbers and Narratives, host Sean Collins sit down with Saverio Bianchi, founder of Atelier & Avenue, a boutique e-commerce and digital transformation consultancy. With over 20 years of experience working with luxury brands like Ferrari, LVMH, and L'Oreal, Saverio offers a unique perspective on the current state of direct-to-consumer (DTC) businesses. He discusses the challenges facing DTC brands, including rising ad costs, investor pressures, and the shift towards omnichannel strategies. Saverio emphasizes the importance of creating desire and standing out in an increasingly crowded market, urging brands to be brave and innovative in their approach to growth. He also delves into the critical role of data and insights in decision-making, highlighting the common pitfall of being "data-rich but insights poor." Saverio provides valuable advice on how to overcome this challenge, suggesting that brands "Marie Kondo" their KPIs and focus on actionable insights. This episode is a must-listen for anyone involved in e-commerce, digital marketing, or brand strategy, offering practical wisdom and fresh perspectives on navigating the evolving DTC landscape.https://www.linkedin.com/in/saveriobianchi/https://www.atelierandavenue.com/

Starting a podcast is easy—but building one that shortens your sales cycle, drives high-ticket leads, and supports your business? That's a different game.In this episode, Katie sits down with Megan Dougherty of One Stone Creative to unpack the business strategy behind podcasting. They dive into podcast value math, why most shows fail to convert, and how to create episodes that become evergreen sales tools.What You'll Learn:How to design a podcast that fits your business goalsWhy 12-15 focused episodes might be more powerful than 100 inconsistent onesThe real KPIs that drive ROI (hint: it's not downloads)When (and how) to turn your podcast into a strategic referral engineTimestamps:00:00 Introduction and Podcasting Strategy Overview01:08 Guest Introduction: Megan Doherty02:06 Common Misconceptions About Podcasting03:47 Designing a Podcast for Business Outcomes05:10 Shortening the Sales Cycle with Podcasts08:05 Entertainment vs. Business Podcasts09:56 Measuring Podcast Success13:54 Business Podcast Blueprints and State of Business Podcasting Report21:07 Final Thoughts and Contact InformationWant to create a podcast that does more than entertain? Visit podcastingforbusiness.com for Megan's full blueprint. DM Katie on LinkedIn if you want help bringing your podcast strategy to life.Visit Megan Dougherty online:Website: http://podcastingforbusiness.com/LinkedIn: https://www.linkedin.com/in/doughertymegan/Podcast: https://podcasts.apple.com/us/podcast/the-business-podcast-spotlight/id1801282981Learn more about Katie and Next Step Social Communications:Speaking: https://katiebrinkley.com/Website: https://yournextstep.agency/Linkedin: https://www.linkedin.com/in/katiebrinkleyYouTube: https://www.youtube.com/channel/@rockymountainmarketingInstagram: https://www.instagram.com/iamkatiebrinkley/Facebook: https://www.facebook.com/groups/socialprofitlab Hosted on Acast. See acast.com/privacy for more information.

Joseph Lambert was just 17 when a single four-hour junk removal job netted him $1,600 in cash. While his friends were focused on college applications, Joseph saw a different path—a simpler, more scalable business model that others overlooked. That one job was the spark that ignited a multi-million dollar enterprise, growing into a $1 million-a-month operation before he was old enough to legally drink.In this episode, Joseph sits down with Ryan Atkinson to pull back the curtain on his rapid success. He reveals the exact marketing strategies and sales tactics he used to get his first customers and generate thousands of five-star reviews. You'll learn his non-negotiable hiring rules for building a trustworthy team, the secrets to creating an unforgettable customer experience that fuels repeat business, and the critical financial lesson he learned about the difference between revenue for vanity and profit for sanity.If you're looking to start a home service business or scale your current operation, this interview is a masterclass in smart business growth. Joseph provides a practical blueprint on P&L management, leadership, and turning a simple, "unsexy" idea into a highly profitable empire. Tune in to discover the actionable advice you need to build your own successful business from the ground up!Takeaways:- The most important part of any service job is creating an exceptional customer experience that turns one client into five referrals through word-of-mouth.- Make getting customer reviews a non-negotiable process by incentivizing your team with bonuses and monthly competitions; this is crucial for building social proof and trust.- When starting out, build your marketing funnel from the bottom up, focusing first on high-intent channels like Google Ads before scaling to broader branding efforts.- Your hiring standard should be simple: never hire someone you wouldn't feel comfortable sending to your mother's house. It's better to be understaffed than to compromise on quality.- Prioritize profitability over revenue. "Top line is for vanity, bottom line is for sanity." Master your P&L management to ensure smart, sustainable growth.- Track the KPIs you can control on a daily basis, such as labor and fuel costs. Give your team access to simplified financial reports to get their buy-in on hitting profit targets.- For early business growth, leverage free marketing tactics relentlessly. Use your personal network, knock on doors, and be creative to acquire your first customers without a large budget.- Find a mentor who is at least 20 years older than you. Their wisdom and experience are invaluable for avoiding common entrepreneurial mistakes.- In the first few years of your business, pay yourself as little as possible and reinvest heavily—as much as 20-30% of revenue—back into marketing to accelerate growth.- True fulfillment in entrepreneurship comes from a "bigger why" than just money, such as investing in your team and caring for customers. The dollars will follow if you do those things well.Tags: Business Growth, Service & Consulting, Business Scaling, Hiring, Google Ads Resources:Start Your Business Today: https://links.upflip.com/45JBr1e Connect with Joseph: https://www.linkedin.com/in/josephcohenlambert/

Erase silos. Unite the company. Rebuild trust—fast.When I first heard Amy Martin, CMO at TruWest Holdings, talk about her “One Number” strategy the TURNAROUND stopped me in my tracks.She didn't know if leaders would embrace it… or fight to protect their own KPIs.But once it landed, everything changed:-True C-suite alignment-Faster growth-A culture of shared accountabilityInstead of sales and marketing chasing different goals, they now share the exact same revenue target.In our conversation, Amy shares how she:-Won buy-in without causing whiplash-Turned resistance into trust-Built teams that row in the same directionIf your teams are working hard but not together, this is one you don't want to miss.-----Follow Amy on Linkedin: https://www.linkedin.com/in/amyallenmartin/Learn more about TruWest: https://truwestholdings.com/-----Connect with the Host, #1 bestselling author Ben FanningSpeaking and Training inquiresSubscribe to my Youtube channelLinkedInInstagramTwitter

Fresh from a transformative three-week safari in Africa, Michael Weaver joins us to discuss his philosophy of building businesses that prioritize lifestyle alongside profit. From his award-winning days as a State Farm Agent to launching groundbreaking AI training software, Michael shares how he's created systems that allow true freedom while revolutionizing how insurance professionals train and grow.Key Takeaways & Action ItemsLifestyle Design - Build businesses around your desired lifestyle, not the other way around.AI Adoption - Start experimenting with AI tools now; the learning curve is worth the investment.Focus Strategy - Limit priorities to 3 key items per 90-day cycle for maximum impact.Team Development - Invest heavily in systems and team building for true business freedom.Mindset Foundation - Personal development and morning routines are critical to professional success.Resources & Contact InformationAgency Coach AIWebsite: agencycoachai.comText "AI" to: 816-727-7610Launch Date: August 21st (out NOW)Connect with Michael WeaverLinkedIn, Facebook, InstagramHost of "The Insurance Buzz" podcast (#2 ranked insurance podcast for 2025) https://www.youtube.com/playlist?reload=9&list=PLKFwk1109tsycme25jikxtojl-6-ucTd2Thanks to our sponsors...BlueprintOS equips business owners to design and install an operating system that runs like clockwork. Through BlueprintOS, you will grow and develop your leadership, clarify your culture and business game plan, align your operations with your KPIs, develop a team of A-Players, and execute your playbooks. Register to join us at an upcoming WebClass when you visit www.blueprintos.com!Coach P found great success as an insurance agent and agency owner. He leads a large, stable team of professionals who are at the top of their game year after year. Now he shares the systems, processes, delegation, and specialization he developed along the way. Gain access to weekly training calls and mentoring at www.coachpconsulting.com. Be sure to mention the Above The Business Podcast when you get in touch.Club Capital is the ultimate partner for financial management and marketing services, designed specifically for insurance agencies, fitness franchises, and youth soccer organizations. As the nation's largest accounting and financial advisory firm for insurance agencies, Club Capital proudly serves over 1,000 agency locations across the country—and we're just getting started. With Club Capital, you get more than just services; you get a dedicated account manager backed by a team of specialists committed to your success. From monthly accounting and tax preparation to CFO services and innovative digital marketing, we've got you covered. Ready to experience the transformative power of Club Capital? Schedule your free demo today at club.capital and see the difference firsthand. Make sure you mention you heard about us on the Above The Business podcast to get 50% off your one time onboarding fee!Autopilot Recruiting helps small business owners solve their staffing challenges by taking the stress out of hiring. Their dedicated recruiters work on your behalf every single business day - optimizing your applicant tracking system, posting job listings, and sourcing candidates through social media and local communities. With their continuous, hands-off recruiting approach, you can save time, reduce hiring costs, and receive pre-screened candidates, all without paying any hiring fees or commissions. More money & more freedom: that's what Autopilot Recruiting help business owners achieve.

In this episode of Leading Human, host Chad interviews Radhika Dutt, author of 'Radical Product Thinking' and the forthcoming book 'Escaping the Performance Trap.' Dutt challenges the conventional wisdom of goal-setting in performance management, arguing that tools like OKRs and KPIs often backfire. Instead, she introduces an alternative framework focused on detailed vision statements, puzzle setting, and puzzle solving, which encourages continuous learning and adaptation. The conversation explores the history of goal-setting, its limitations in complex environments, and practical steps for implementing Dutt's approach. Author of Radical Product Thinking, a speaker and entrepreneur, Radhika Dutt has participated in 5 acquisitions, 2 of which were companies she founded. She's an advisor on Product Thinking to the Monetary Authority of Singapore. She's also an MIT grad with SB and M.Eng in EECS, and speaks nine languages.01:12 Challenging Traditional Management03:38 The History and Problems with Goal Setting07:25 Alternative Approaches to Alignment14:56 Implementing Puzzle Setting and Solving20:30 Overcoming Resistance to Change26:23 Lightning Round and ConclusionRadhika's LinkedIn profileRadhika's WebsiteRadical Product Thinking (website for the methodology and Radhika's first book)Speaker reelLinks to the OHL framework/ toolkitWant a communication and wellbeing workshop that actually sticks? Whether you're building trust or leveling up team accountability, we've got you. Book a call to ask questions and learn more about improving how your team communicates here.

In this episode of Do The Work | Mindset Mastery... I looked around at our momentum and realized how far we have come. But here is the truth. Growth is never without pain. The market will expose those who do not adjust. It will reveal who is willing to adapt, learn, and push through. I had to remind myself that the grind never stops. And even in the tough moments, I cannot forget the promises I made to myself when I was down. That is where the fire comes from. The story This week I reflected on how the tide of the market exposes everything. When the tide is high, everyone wins. But when the tide goes low, you find out who has the mindset to keep going. I compared it to my own journey. From being recognized as a top agent, to building teams, to running one of the largest brokerages in the state, every level required me to change. It required me to sharpen my skills, build new systems, and keep showing up even when the industry shifted. And that is exactly what is happening now. Many agents are walking away, but many of us are growing faster than ever because we stay in the fight. What shifted The shift happened when I stopped wishing someone else would fix my problems. I used to want someone to run my ads, handle my follow up, or even train my agents for me. But no one is coming to save you. The moment I took full responsibility for my business was the moment everything changed. I became a better trainer, a better communicator, and a better leader. I learned to simplify the game and help new agents close quickly. That ownership made all the difference. The same goes for how we handle trauma. Pain can keep you stuck, or it can push you to grow. I call it post traumatic growth. I lived it after surviving a shooting. Paulina lived it after hitting rock bottom and then selling fifteen million in one year. The difference was a decision to flip the switch. The lesson The lesson is simple. Stop waiting for someone else to fix your life or your business. Take the pain, take the pressure, and use it as fuel. The growth will come when you own every part of the process. Put it to work Track the only KPIs that matter: appointments, commitments, escrows, and closings. Stop wishing for help and start building your own process. Decide today to flip the switch and turn pain into power. Conclusion The market will always test you. It will expose who you really are. Do not waste years wishing someone would come fix things for you. Take ownership and swing the pendulum in your favor. The power is already in you. The only question is what you will do with it today. Reader engagement questions What promises did you make to yourself during your toughest moments, and are you living up to them? Where in your business are you still waiting for someone else to take responsibility? How can you turn your current pain into the power that fuels your next level of growth? Notable quotes "No one is going to come in and fix your business. No one can run it better than you." "The power came when I stopped asking why me and started asking what now." "Pain is no longer pain when you decide to turn it into purpose." Follow A.Z. Araujo on Social Media: Instagram: @azaraujo Facebook: A.Z. Araujo TikTok: A.Z. Araujo YouTube: Do The Work Podcast   For Real Estate Agents in AZ: Learn more about Do The Work Coaching and A.Z. & Associates: dothework.com/azaa   Upcoming Events: If you're a real estate brokerage owner, sign up for one of our upcoming events. Visit: dothework.com bigmoneybrokerage.com Join my mailing list for updates!   New Do The Work Gear: Check out the latest DTW and Do The Work Gear! Hats, shirts, journals, and more: shop.dothework.com

Wasabi Technologies (a Boston-based cloud storage company with over $530M in funding, a decade of hypergrowth, 450+ team members, and multiple exabytes of storage deployed) sets high standards for its finance and analytics teams.  Both teams are under pressure to deliver fast, accurate, and actionable insights. Marcos Bento, Director Business Intelligence at Wasabi Technologies and David Suter, Director, Financial Planning And Analysis at Wasabi Technologies join us for a special two-parter. They delve deep into how their teams work together, across functions to turn raw data into real-time financial intelligence. In this episode:  Building and gaining trust between BI and FP&A  Getting from “10% out” to within a couple percentage points for forecasting  KPIs such as dollars per terabyte  BI and FP&A as investigative reporters  Predictive analytics: forecast in the 6 or 12 months working with sales  The manifesto for AI at Wasabi 

In this insightful episode of the EisnerAmper Dental Podcast, host Tony Davis is joined by dental industry specialists Erick Cutler and Morgan Hamon to explore how EisnerAmper empowers dental practices with robust financial reporting and strategic tax planning. Drawing from their extensive experience in accounting, advisory, and business consulting, the trio discusses how tailored financial insights can help dental professionals make informed decisions, optimize profitability, and stay ahead of regulatory changes. Whether you're a solo practitioner or part of a growing DSO, this episode offers valuable guidance on elevating your practice's financial health. Tax Planning for Dentists — actionable tax strategy and financial reporting advice to help dental practices improve cash flow, measure the right KPIs, and stay audit-ready.

Struggling to attract and retain top drivers? You're not alone. In this episode of Attention Retention, Jackie McManus, CEO of KJ Media, sits down with Jerrit Judie, Recruiting Manager at National Carriers, to explore what it takes to build a truly driver-first trucking company. From his unexpected start in trucking to leading a high-performing recruiting team, Jerrit shares the processes, culture, and leadership mindset that have helped National Carriers maintain stability, integrity, and elite driver satisfaction — even in a challenging freight market.   Key insights include: Why authenticity is the ultimate recruiting strategy Building trust through realistic expectations The role of recognition in retention How structured processes improve both KPIs and driver relationships   Whether you're a fleet executive, recruiting leader, or driver looking for a new home, this conversation delivers actionable takeaways on building a workplace where drivers stay — and thrive.   Drivers – Ready to work for National Carriers? Apply now: https://www.nationalcarriers.com   Connect with Jerrit: https://www.linkedin.com/in/jerrit-a-judie-141b32174/   Fleet Leaders – Get your free recruiting audit: https://recruit.kjtransmedia.com/free-competitor-analysis   Learn more: https://www.kjtransmedia.com   Follow our social media channels to never miss an episode of "Attention Retention" and stay updated on the latest insights in organizational management, employee engagement, and recruitment strategies: Follow us on LinkedIn: https://www.linkedin.com/company/kj-media/ Like us on Facebook: https://www.facebook.com/KJMedia Follow us on Instagram: https://www.instagram.com/kj_media/

If you're looking for real-world strategies to strengthen your team, tighten your numbers, and elevate your guest experience, this episode of the Restaurant Rockstars Podcast is packed with actionable ideas. Jamie and Leo show that when you combine strong systems with leadership and creativity, you can build restaurants that thrive—even in the most competitive markets. If you're looking for real-world strategies to strengthen your team, tighten your numbers, and elevate your guest experience, this episode of the Restaurant Rockstars Podcast is packed with actionable ideas. Jamie and Leo show that when you combine strong systems with leadership and creativity, you can build restaurants that thrive—even in the most competitive markets. What You'll Learn in This Episode: • Why cross-training is an investment, not a cost • How to hire for personality and train for skills • The key financial metrics to track weekly, not monthly • The importance of menu costing and timely price adjustments • Simple ways to build morale, recognition, and culture • How to mentor managers through shadowing and hands-on training • Social media and influencer strategies that drive new business • Why “experience” is the new standard for hospitality Listen now to hear Jamie and Leo's full story and discover the systems that keep their restaurants strong, profitable, and built to last. Show Notes & Transcript: https://restaurantrockstars.com/audio/episode-456-restaurant-systems/ Thank you to our sponsors: • The Restaurant Academy: Everything you need to know to optimize profits, maximize sales and train your team in restaurant fundamentals! https://restaurantrockstars.com/joinacademy/ • The Birthday Club – Everyone celebrates their birthday! Get new and repeat business, fill your tables, and boost sales with Birthdays: https://jointhebirthdayclub.com/BirthdayRockstar/

BONUS: The Platform-as-Product Revolution: How to Turn Your Biggest Cost Center Into Your Secret Weapon With Alvaro Lorente In this BONUS episode we explore a topic that's creating a lot of discussion—and sometimes confusion—in the software community: Platform Teams vs DevOps. In this conversation, we dive into Alvaro Lorente's journey from delivery teams to platform leadership, exploring how to treat platforms as products, avoid common pitfalls, and build bridges between engineering and product leadership. The Evolution from DevOps Role to Platform Team "DevOps is a culture, not a role." Alvaro's journey into platform work began when he joined a company where the infrastructure team was left behind and struggling with traditional DevOps approaches. Initially, they had a single DevOps person who became a bottleneck rather than an enabler. This experience highlighted a fundamental misunderstanding that many organizations face—treating DevOps as a job title rather than a cultural shift toward collaboration and shared responsibility. The team experimented with a "DevOps buddy" approach, placing experienced individuals within each delivery team, before eventually consolidating into a dedicated platform team with the clear intention of treating it as a product-focused unit. Platform as a Product: A Scaling Strategy "Platform as a product is a scaling strategy. Look for common problems that you can then solve once, and serve many." The concept of treating platforms as products emerged from recognizing that feature delivery teams have continuity and ongoing needs that a platform team should serve. Rather than solving their own problems first, successful platform teams focus on making other teams' work easier and more comfortable while managing costs effectively. This approach requires identifying common problems across multiple teams and creating solutions that can be implemented once but serve many. The key insight is that platform teams exist to facilitate the delivery of value in a scalable way for other teams, not to pursue their own technical interests. Understanding Your Customer and Validating Value "I want to see platform team members talking to their customers. Understand their pains, and what they struggle with." Effective platform teams operate like any other product team by actively listening to their customer-teams rather than pushing ideas onto them. This means platform team members should regularly engage with their internal customers to understand pain points and struggles. Success requires defining clear KPIs for the platform and focusing on the quality of deliverables including release notes, demos, bug fixing processes, and feature prioritization. The validation comes from observing whether teams willingly adopt platform features rather than being mandated to use them. Building Bridges with Product Leadership "Focus on the key impact and value that the platform team can bring to the company." Making the case for investing product talent in platform teams requires demonstrating concrete business value. This includes quantifying how many incidents are being resolved faster or prevented entirely, and highlighting the money saved through internal platform development versus external solutions. Platform work offers excellent growth opportunities for Product Owners, serving as a training ground for product thinking and stakeholder management. The focus should always be on measurable impact rather than technical complexity. Avoiding Common Platform Team Traps "Don't just start working on what you think is important! Start with the Product process, listen to the client-teams, and help them directly." When standing up a platform team, several critical mistakes can derail success. The most important trap to avoid is immediately diving into what the platform team thinks is important without first understanding customer needs. Platform teams should resist delivery pressure that might compromise quality and never mandate adoption of their features—teams should want to use what the platform provides. Treating the platform as a genuine product with quality standards is essential, and leaders should view the creation of a platform team as the beginning of a change management process rather than just a technical reorganization. Resources and Continuous Learning "One size does NOT fit all!" For teams looking to improve their platform work, Alvaro recommends Camille Fournier's work on platform teams and resources focused on "The value of product thinking in platform teams." The key is to get experiments running within your team and recognize that there's no universal solution—each organization must find its own path based on its unique context and needs. About Alvaro Lorente Currently Director of Engineering at Voxel (an Amadeus company), Alvaro is a software engineer who has grown in the people leadership path, experimenting with everything from product development to startups and open source projects. He embraces the idea of being a jack of all trades, helping wherever needed to drive value and impact. You can connect with Alvaro Lorente on LinkedIn and follow his insights through his Substack newsletter titled Leads Horizons.

This episode explores the critical transition from organizational charts to accountability charts as your business grows, particularly when approaching $1 million in revenue. Learn why this shift is essential and how to implement Critical Accountability Bullets (CABs) to create clarity and structure in your growing organization.Thanks to our sponsors...BlueprintOS equips business owners to design and install an operating system that runs like clockwork. Through BlueprintOS, you will grow and develop your leadership, clarify your culture and business game plan, align your operations with your KPIs, develop a team of A-Players, and execute your playbooks. Register to join us at an upcoming WebClass when you visit www.blueprintos.com!Coach P found great success as an insurance agent and agency owner. He leads a large, stable team of professionals who are at the top of their game year after year. Now he shares the systems, processes, delegation, and specialization he developed along the way. Gain access to weekly training calls and mentoring at www.coachpconsulting.com. Be sure to mention the Above The Business Podcast when you get in touch.Club Capital is the ultimate partner for financial management and marketing services, designed specifically for insurance agencies, fitness franchises, and youth soccer organizations. As the nation's largest accounting and financial advisory firm for insurance agencies, Club Capital proudly serves over 1,000 agency locations across the country—and we're just getting started. With Club Capital, you get more than just services; you get a dedicated account manager backed by a team of specialists committed to your success. From monthly accounting and tax preparation to CFO services and innovative digital marketing, we've got you covered. Ready to experience the transformative power of Club Capital? Schedule your free demo today at club.capital and see the difference firsthand. Make sure you mention you heard about us on the Above The Business podcast to get 50% off your one time onboarding fee!Autopilot Recruiting helps small business owners solve their staffing challenges by taking the stress out of hiring. Their dedicated recruiters work on your behalf every single business day - optimizing your applicant tracking system, posting job listings, and sourcing candidates through social media and local communities. With their continuous, hands-off recruiting approach, you can save time, reduce hiring costs, and receive pre-screened candidates, all without paying any hiring fees or commissions. More money & more freedom: that's what Autopilot Recruiting help business owners achieve. Visit https://www.autopilotrecruiting.com/ and don't forget to mention you heard about us on the Above The Business podcast.Direct Clicks is built is by business owners, for business owners. They specialize in custom marketing solutions that deliver real results. From paid search campaigns to SEO and social media management, they provide the comprehensive digital marketing your business needs to grow. Here's an exclusive offer for Above The Business listeners: Visit directclicksinc.com/abovethebusiness for a FREE marketing campaign audit. They'll assess your website, social media, SEO, content, and paid advertising, then provide actionable recommendations. Plus, when you choose to partner with them, they'll waive all setup fees.

Today's guest is Joe Lang, Vice President of Service Technology and Innovation at Comfort Systems USA — a leading national provider of mechanical, electrical, and plumbing building systems services, with more than 45 operating companies across 170+ locations. Joe shares insights on managing data complexity in large field service operations — from translating tribal knowledge into clean, usable data to building internal tools that treat technicians like their own customers. He explains why cleaning data too early can slow progress, how AI tools can gradually align terminology across legacy teams, and which KPIs matter most when moving from reactive to predictive service. This episode is sponsored by Aquant. Learn how brands work with Emerj and other Emerj Media options at emerj.com/ad1. Want to share your AI adoption story with executive peers? Click emerj.com/expert2 for more information and to be a potential future guest on the ‘AI in Business' podcast!

Welcome to Day 21 of the Double Your Profit SeriesThe go-to series for contractors, home service owners, and small business entrepreneurs.Today, we're tackling a silent bottleneck of growth: Over-qualifying what you already know.The truth is simple: speed wins. Most businesses don't fail because they made a wrong call — they fail because they got stuck waiting for the perfect call. Analysis paralysis keeps you stuck while competitors take action.

Most designers are comfortable in the world of known problems—we talk to users, gather insights, iterate based on feedback. But what happens when you're designing for a future that doesn't exist yet? When you're creating products for people who haven't been born, or technologies that might not emerge for years? Today's guest has spent decades designing for the future, a space where design specs are ambiguous at best. Nick Foster led design at Google X where he worked on over 200 moonshot projects, from flying machines to nuclear fusion. Nick has written a provocative new book that provides helpful guidance on how we might approach designing for the unknown. In Could, Should, Might, Don't: How We Think About the Future, he argues that we've fallen into predictable patterns of thinking that are actually making us worse at anticipating what's coming next. We chat with Nick about why most futures thinking falls into one of four problematic categories, and the importance of ethics in designing for the future. We also talk about the hidden dangers of "numeric fiction" and data-driven predictions, what he learned working with PhD scientists who had never met a designer, and why Silicon Valley's obsession with KPIs is killing long-term thinking. Bio Nick Foster RDI is a Futures Designer based in Oakland, California. He has spent his career exploring the future for globally renowned technology companies including Apple, Google, Nokia, Sony and Dyson. As Head of Design at Google X, he led a team of designers, researchers and prototypers developing nascent technologies such as brain-controlled computer interfaces, intelligent robotics, stratospheric internet balloons and neighborhood-scale nuclear fusion. Despite the ambitious nature of much of Nick's work, he's well known for his down-to-earth and occasionally irreverent approach to the future, and in 2013 he coined the term Future Mundane. In 2018, Fortune magazine described him as ‘one of the world's foremost leaders in speculative design' and in 2021 he was awarded the title Royal Designer for Industry - the highest accolade for a British designer - in recognition of his significant contributions to the discipline. He's also an accomplished writer and public speaker, producing multiple books and sharing his thinking about the future with audiences across the globe. *** Premium Episodes on Design Better This ad-supported episode is available to everyone. If you'd like to hear it ad-free, upgrade to our premium subscription, where you'll get an additional 2 ad-free episodes per month (4 total). Premium subscribers also get access to the documentary Design Disruptors and our growing library of books: You'll also get access to our monthly AMAs with former guests, ad-free episodes, discounts and early access to workshops, and our monthly newsletter The Brief that compiles salient insights, quotes, readings, and creative processes uncovered in the show. Upgrade to paid ***

In this episode, Tiffany tackles the real reason so many business owners feel lost—because they don't know which numbers actually matter. If you're tired of flying blind in your business, this one's for you. Learn the 5 essential KPIs that go beyond vanity metrics to reveal your true business performance. From your current ratio to customer lifetime value, Tiffany breaks down each metric, why it matters, and how it ties directly to tax savings and wealth planning. This is about building a real business—not an expensive hobby. Whether you're a seasoned entrepreneur or just getting serious about business strategy, this episode will help you make smarter money decisions and reduce your tax burden.   Next Steps:

Chris A. Williams is a 25-year-old real estate investor, entrepreneur, and the powerhouse behind The Assets Real Estate Team and 1st Class Real Estate Equity Group. He leads a top-ranked team representing buyers and sellers of distinguished properties throughout the Hampton Roads area. In 2024, his team's very first year closed nearly $60 million in sales across 182 homes, earning the title of #1 team in sales volume out of 100+ 1st Class locations nationwide. Individually, Chris is consistently recognized as one of the top agents in his market, with accolades including the HRRA Circle of Excellence, Top 500 Agent out of nearly 10,000 agents, Most Prominent Agent Award, Top Producer Award, and Social Media Master Marketing Award. But his journey wasn't easy, he sold only two homes his first year before breaking into the top 15% of agents the next. That experience shaped his philosophy of resilience, self-belief, and building systems for long-term success. Today, Chris specializes in creative financing, investor partnerships, and the Agent–Investor Flywheel model, a strategy that allows agents to stabilize deal flow, stack revenue opportunities, and thrive in any market. His mission is to train and empower other agents, regardless of their background, to dominate their market and become the greatest asset to their clients. What You Will Learn: Who is Chris A. Williams, and how did he go from two sales in year one to nearly $60M in production in a single year? What pivotal moment shifted Chris from a traditional agent to an agent–investor model How does the Agent–Investor Flywheel help agents create predictable income despite market volatility? What is revenue stacking, and how can agents earn multiple commissions from a single flip? Why Chris believes a small, high-intent investor database beats a massive but unfocused one. How to track KPIs and run your business like a business—not a side hustle. Why hiring a transaction coordinator and admin staff early creates scale and leverage. How creative financing strategies like seller financing, VA assumptions, and multi-note structures open doors in today's high-rate market. Chris's social media strategy: why authenticity and consistency beat overproduced content. What separates entrepreneurship from employment—and why “scared money don't make money.” How Chris leverages collaboration and networking for expansion opportunities in Hampton Roads and beyond. Chris's story is proof that faith, persistence, and strategy can turn early struggles into market dominance. Whether you're a new agent, seasoned investor, or team leader, this episode delivers actionable insights to grow your business with confidence. Additional Resources from Chris A. Williams: Phone: 757-215-8559 Email- chrisawilliams.realestate@gmail.com Instagram- @IAMCHRISAWILLIAMS Youtube- @IAMCHRISAWILLIAMS Facebook - @IAMCHRISAWILLIAMS Tik Tok- @IAMCHRISAWILLIAMS Attention Investors and Agents Are you looking to grow your business? Need to connect with aggressive like-minded people like yourself? We have all the right tools, knowledge, and coaching to positively effect your bottom line. Visit:http://globalinvestoragent.com/join-gia-team to see what we can offer and to schedule your FREE consultation! Our NEW book is out…order yours NOW! Global Investor Agent: How Do You Thrive Not Just Survive in a Market Shift? Get your copy here: https://amzn.to/3SV0khX HEY! You should be in class this coming Monday (MNL). It's Free and packed with actions you should take now! Here's the link to register: https://us02web.zoom.us/webinar/register/WN_sNMjT-5DTIakCFO2ronDCg

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Most recruitment agencies waste £50+ per cold call meeting. Anthony Lewis found a better way to scale from startup to 50-person team. Anthony's team made 1,500 cold calls for just 27 placements. That 1.8% conversion rate would panic most agency owners. Instead, he built a candidate experience system that turns rejections into revenue. What You'll Learn: How to build agency growth without expensive cold calling Business development strategies that actually work How 86% candidate satisfaction became his competitive advantage Agency scaling secrets from startup to 50 employees Why treating candidates like future clients changes everything Key Insights: 9:39 Why purpose prevents fee-chasing behavior 24:53 What "psychological safety" means for performance 35:30 Why individual KPIs beat generic targets 45:43 The candidate feedback system that drives growth 50:26 How the MD personally calls every unhappy candidate Anthony Lewis Bio and Contact Info  Anthony is passionate about the careers of public sector leaders, and for over a decade has supported organisations nationally to attract and hire the best talent. Whether interims, Non Execs or people into permanent roles, Anthony is never happier than when helping people fulfil their career ambitions.  Anthony is Managing Director at Tile Hill, a public sector-focused executive recruitment company, and is hugely proud of the achievements of the business and those around him. From having been awarded Best Company to Work For, Best In House L&D at the 2024 REC Awards, the Best Candidate Experience category at the 2024 Tiara Awards, and most recently voted the number 1 interim service provider in the Institute of Interim Management Annual Survey, it is a reflection of the values led approach and passion that Tile Hill's team show as they approach their work every day. With an EVP of #Lovetheimpactyou make, we are all inspired to make a difference for those who are shaping the society we live in. • Tile Hill website link Anthony Lewis on LinkedIn Different Leadership website link Tile's fundraiser for Alzheimer's Society People and Resources Mentioned David Weir on LinkedIn Leo Hewett on LinkedIn  Force24 JobAdder Adecco Group Connect with Mark Whitby Get your FREE 30-minute strategy call Mark on LinkedIn Mark on Twitter: @MarkWhitby Mark on Facebook Mark on Instagram: @RecruitmentCoach Subscribe to The Resilient Recruiter