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What separates good organizations from truly exceptional ones? In this episode from 2016, Andy Stanley sits down with Glen Jackson, co-founder of Jackson Spalding, to explore the concept of preeminence—the pursuit of extraordinary excellence that creates a lasting competitive advantage. Recognized as one of Forbes' 6 Leadership Podcasts To Listen To In 2024 and one of the Best Leadership Podcasts To Stay in the Know for CEOs, according to Industry Leader Magazine. If this podcast has made you a better leader, you can help it by leaving a quick Spotify or Apple Podcasts review. You can visit Spotify or Apple Podcasts, and then go to the “Reviews” section. Thank you for sharing! ____________ Where to find Andy: Instagram: @andy_stanley Facebook: Andy Stanley Official X: @andystanley YouTube: @AndyStanleyOfficial See omnystudio.com/listener for privacy information.
Nidhi Tewari, LCSW reveals the secret skill behind better trust, connection, and collaboration: attunement. — YOU'LL LEARN — 1) The next evolution of emotional intelligence2) How to improve collaboration and performance with the CHECK-IN framework3) How sharing your own experiences can unintentionally shut others downSubscribe or visit AwesomeAtYourJob.com/ep1161 for clickable versions of the links below. — ABOUT NIDHI — Nidhi Tewari, LCSW is a 2026 Thinkers50 Radar award recipient and keynote speaker on work culture and wellbeing, drawing on 13 years of clinical expertise with high-performing leaders. She has worked with LinkedIn, Warner Bros. Discovery, TED, and NPR, among others, and presented at the World Economic Forum, Cannes Lions, TEDWomen, and TEDNext. Featured in The New York Times, Forbes, Inc., and Fast Company, she serves on the Harvard Business Review Advisory Council and Harvard T.H. Chan 2026 Creator Cohort.• Book: Working Well: How to Build a Happier, Healthier Workplace Through the Science of Attunement• LinkedIn: Nidhi Tewari• Website: NidhiTewari.com— RESOURCES MENTIONED IN THE SHOW — • Book: I Hear You: The Surprisingly Simple Skill Behind Extraordinary Relationships by Michael Sorensen• Book: Start with Why: How Great Leaders Inspire Everyone to Take Action by Simon Sinek• Book: The Dictionary of Body Language: A Field Guide to Human Behavior by Joe Navarro• Past episode: 341: Decoding Body Language with ex-FBI Special Agent Joe Navarro• Past episode: 693: Building Better Relationships through Validation with Michael Sorensen— THANK YOU SPONSORS! — • Shopify. Sign up for your $1/month trial at Shopify.com/awesomepodSee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
Are you truly living your best life, or are you operating under a shell built by past setbacks? In this episode, Kris Krohn is joined by infomercial legend, award-winning host, and pitch master Forbes Riley. Grossing over $2.5 billion in sales throughout her career, Forbes shares her journey from an aspiring actress to a powerhouse motivational speaker and business coach.Kris and Forbes dive deep into the psychology of human potential, debunking the myth that people simply "lack confidence." Instead, they explore how past embarrassments and childhood trauma "squish" our natural confidence and drive us to play small. Learn how to shed these protective behaviors, master the art of self-compliments, and step into authentic personal and business breakthroughs.
In this powerful return to The Brave Table, Neeta sits down with writer, speaker, and thought leader Roxanne Saffaie to discuss her upcoming book, The Truth In You Knows—a deeply transformative guide to self-trust, self-compassion, authenticity, and coming home to yourself.Together, they unpack why so many of us struggle to trust ourselves, how perfectionism keeps us stuck, the difference between fear and intuition, and why true empowerment begins with building an unshakable relationship with yourself.This conversation is a reminder that the answers you've been searching for may already be within you.WHAT YOU'LL GET OUT OF THIS EPISODE...✨ Why self-trust is the foundation of freedom✨ The difference between fear, ego, intuition, and heart wisdom✨ Why following your heart isn't always easy, but it's always honest✨ How perfectionism quietly blocks growth and possibility✨ The power of self-compassion and ending self-bullying✨ Why self-intimacy is the missing piece in most healing journeys✨ Practical journaling practices to reconnect with yourself✨ How to stop abandoning yourself and start honoring your truth✨ What it means to become your own ride-or-dieCONNECT WITH ROXANNE SAFFAIEInstagram:https://www.instagram.com/roxylook/Website https://www.roxannesaffaie.com/ABOUT ROXANNERoxanne Saffaie is a writer, speaker, mentor, and creator devoted to helping people reconnect with their most authentic selves. Through her writing, teachings, and transformational work, she empowers others to cultivate self-trust, self-love, self-compassion, and a life guided by their deepest truth.SUPPORT OUR GUEST
What do I do first when I find out I'm getting divorced? It is the number one question people ask the moment divorce becomes real, whether they reached the decision themselves or were just told it is coming. In one of her most-requested solo episodes, Susan Guthrie introduces the concept of Divorce Triage, a clear-headed way to assess your situation and decide who to reach out to first based on the urgency and the needs of your specific case. Borrowing from the emergency room, Susan explains that when a crisis hits, whether emotional, legal, or financial, you do not have to solve the whole thing at once. You just have to take the right first step. Drawing on more than three decades as a family law attorney and mediator, she walks through the core members of a divorce support team, the attorney, the mediator, the divorce coach, the therapist, and the certified divorce financial analyst, and uses real scenarios to show who your first call should be. From the affair discovery, to the financial betrayal, to the blindsided stay-at-home parent, to the longtime thinker who is finally ready to act, each situation calls for a different first move. Divorce is not one size fits all, and the first decision you make can shape everything that follows. This episode helps you think clearly and choose carefully, so you move forward with strength and strategy instead of panic. Episode 1 of 8 in the Divorce & Beyond Summer Essentials Series This summer, Divorce & Beyond brings back 8 the episodes listeners reach for most, the conversations with the clearest, most practical guidance for anyone thinking about, going through, or rebuilding after divorce. New Essentials air every other Monday all summer. Follow the show so you never miss one. The series starts here. What You'll Learn Why your first call may not be an attorney, and how to triage who you reach out to based on your circumstances Who belongs on your divorce support team, the attorney, mediator, divorce coach, therapist, and CDFA, and when to bring each one in How to take the right first step when betrayal, fear, or financial shock has your emotions all over the place Why too many voices create confusion, and how to avoid the trap of asking everyone for advice Susan's golden nugget: why divorce is not a DIY project, and why the first decision you make shapes everything that comes next If This Episode Helped You Follow Divorce & Beyond so you never miss an episode. Share it with someone who needs clear, reliable guidance right now. And if you have a moment, a five-star review makes a real difference in helping the show reach the people who need it most. Follow Divorce & Beyond Website: divorceandbeyondpod.com Instagram: instagram.com/divorceandbeyondpod About the Host: Susan Guthrie, Esq. Susan Guthrie is one of the nation's leading family law and mediation attorneys, with more than 35 years of experience helping people navigate divorce with clarity and strategy. She is the Immediate Past Chair of the American Bar Association Section of Dispute Resolution, a best-selling author, and a sought-after speaker and trainer. Susan recently appeared as the featured expert on The Oprah Podcast and has been cited in The Wall Street Journal, Forbes, Town & Country, The Washington Post, NewsNation, and NBC Chicago Today, among others. As the creator and host of Divorce & Beyond, ranked in the top 1% of all podcasts worldwide with more than 1.3 million downloads and an Apple Top 100 Self-Help designation, Susan brings together leading legal and mental health experts to help listeners move through divorce and into what comes next. Learn more at divorceandbeyondpod.com/about. Disclaimer: The commentary and opinions shared on this podcast are for informational and entertainment purposes only and do not constitute legal advice. Consult a licensed attorney in your state regarding your specific situation.
John Paul DeJoria epitomizes the American dream, rising from adversity to become a renowned entrepreneur and philanthropist. He is best known for co-founding iconic brands John Paul Mitchell Systems and The Patrón Spirits Company. John Paul has made philanthropy his core mission, establishing JP's Peace, Love & Happiness Family Foundation in 2011 to contribute to a sustainable planet by investing in people, animals, and the environment. This year, he was recognized as #24 on Forbes' list of the 250 Greatest Self-Made Americans. His motto, "Success Unshared is Failure," which is also the title of his new book, reflects a lifelong commitment to sharing success and fostering positive change. Summary John Paul DeJoria's life story has the shape of the American dream, but in this conversation he keeps pulling it back from myth into practice. He begins with a lesson from his mother, who had very little after his father left but still taught him and his brother to give a dime to the Salvation Army because someone else always needed more. That early ethic becomes the foundation of his book, motto, and operating philosophy: success only matters if it is shared. The discussion then moves through the formative hardships that could have made him bitter: foster care, homelessness, odd jobs, and door-to-door sales. John Paul does not romanticize those moments, but he does turn them into practical leadership lessons. When you are down, don't relive what got you there; look for the next constructive step. When you are rejected, be prepared for it, refuse to personalize it, and knock on the next door with the same enthusiasm. From there, the episode turns to entrepreneurship. John Paul explains why Paul Mitchell was built for the "reorder business," not the selling business: make the product so good that customers come back again and again. Scarcity forced the company to become lean, direct, and deeply customer-centered, teaching hairdressers how to use and sell the products instead of relying on advertising. The same playbook carried into Patrón, where education, quality, and grassroots selling helped create a premium tequila category that many distributors initially said was too expensive to scale. Finally, the conversation becomes a meditation on values, leadership, and legacy. John Paul talks about refusing to test on animals, stripping out unnecessary middle management, learning to let go as a leader, and building a culture where people know the mission without constant supervision. His philanthropy follows the same logic as his companies: not just giving money away, but investing in dignity, self-sufficiency, and a chance for people to move one notch higher. His definition of excellence closes the loop beautifully: excellence is what you do when no one is looking and the desire to keep finding something you can do a little bit better. Takeaways · "Success Unshared is Failure" was not a slogan for John Paul; it started as a childhood lesson in generosity when his family had almost nothing. · Adversity only becomes useful when it teaches you to look forward. You cannot change "yesterday's newspapers," but you can decide the next step. · Rejection is survivable when you expect it. The trick is not to avoid the closed doors, but to keep your energy intact for the next one. · Great businesses are built for reorder, not just first purchase. Quality has to be strong enough that customers come back without being chased. · Scarcity can sharpen a company. With no advertising budget, Paul Mitchell had to win by educating hairdressers and helping salons create retail revenue. · The real product was the system: the bottle, the stylist education, the salon relationship, and the customer experience all worked together. · Values become real when they cost something. Refusing to test on animals was not positioned as a marketing tactic but as a line John Paul would not cross. · The best partnerships have clear lanes. Paul Mitchell brought the hairdressing and creative credibility; John Paul brought the business building and go-to-market engine. · Scaling as a leader requires letting go. John Paul had to learn that having time to think was as important as personally overseeing every detail. · The best philanthropy is a hand up, not a handout. John Paul frames giving as an investment in someone's ability to become self-sufficient. · Excellence is not status or achievement. It is the standard you hold when no one else is watching and the commitment to keep growing. Notes: Book: Success Unshared is Failure Foundation: JP's Peace, Love & Happiness Family Foundation Businesses discussed: Paul Mitchell Patron Tequilla Bandero Tequilla
Take charge of your future. Our next group proram starts in September and is limited to 10 people. The Very Early Registration discount (45%) ends on June 21. Learn more here. — Dan Pontefract spent two decades building leadership, culture, and engagement inside high-tech and telecom organizations, and never once thought seriously about age. Then, in his early fifties, he had a wake-up call. It sent him to look under a rock he'd never lifted, where he found “an absolute cavern of issues.” The result is his sixth book, The Future is Grey: The Untapped Value of Age in the Workforce. Dan lays out the coming “bell to bulb” demographic inversion and the risks for organizations ignoring it. For individuals, he reframes the whole arc of a working life, from the language of generations (which he rejects as an ageist cognitive bias) to three universal career eras: Rivers, Rocks, and Rubies. That demographic inversion means experience will become more scarce and valuable. The through-line is don’t retire, rewire instead. He shares stories of people who kept working or returned to work in a different way, which brings his concept of the “experience dividend” to life. ________________________ Bio Dan Pontefract is a renowned leadership and culture strategist, author, and keynote speaker with over two decades of experience in senior executive roles at companies such as SAP, TELUS, and Business Objects. Since then, he has worked with organizations globally, including Salesforce, Amgen, State of Tennessee, Nestlé, Canada Post, Autodesk, BMO, Government of Canada, Manulife, Nutrien, UBC, McGill University, Virgin Media O2, City of Toronto, among others. Dan has firsthand experience in turning leaders and corporate cultures into a competitive advantage. In addition to The Future of Work Is Grey, Dan has written five other books: WORK-LIFE BLOOM, LEAD. CARE. WIN., OPEN TO THINK, THE PURPOSE EFFECT, and FLAT ARMY garnering multiple awards including the Thinkers50 Top New Management Book and the Axiom Business Book Awards Gold Medal. Dan has also written for Forbes, Harvard Business Review, Leader to Leader, The Globe and Mail, Inc., among other outlets. Dan is a renowned keynote speaker who has presented at four TED events and delivered over 600 keynotes. He is an adjunct professor at the University of Victoria and has received over 25 personal awards. Dan’s career is interwoven with corporate and academic experience, coupled with an MBA, B.Ed, and multiple distinctions. Notably, Dan is listed on the Thinkers50 Radar, HR Weekly’s 100 Most Influential People in HR, PeopleHum’s Top 200 Thought Leaders to Follow, and Inc. Magazine’s Top 100 Leadership Speakers. ___________________________ The Future is Grey: The Untapped Value of Age in the Workforce Website ___________________________ Other Retirement Podcast Conversations You’ll Love The Second Curve of Life – Arthur C. Brooks Design a Phased Retirement – Anna Rappaport Rewirement – Helen Dennis ___________________________ Wise Quotes On Wisdom “Wisdom is to the experience dividend what oxygen is to fire.” On Retiring Retirement “Instead of using the word retire, I very much encourage people to use the word rewire.” On Demographic Shifts “We're shifting from a bell-shaped society to a bulb-shaped society, and it's going to change the talent makeup of your organization very, very soon.” ___________________________ About The Retirement Wisdom Podcast There are many podcasts on retirement, often hosted by financial advisors with their own financial motives, that cover the money side of the street. This podcast is different. You'll get smarter about the investment decisions you'll make about the most important asset you'll have in retirement: your time. About Retirement Wisdom I help people who are retiring, but aren't quite done yet, discover what's next and build their custom version of their next life. A meaningful retirement doesn't just happen by accident. Schedule a call today to discuss how the Designing Your Life process created by Bill Burnett & Dave Evans can help you make your life in retirement a great one — on your own terms. About Your Podcast Host Joe Casey is an executive coach who helps people design their next life after their primary career and create their version of The Multipurpose Retirement.™ He created his own next chapter after a 26-year career at Merrill Lynch, where he was Senior Vice President and Head of HR for Global Markets & Investment Banking. Joe has earned Master's degrees from the University of Southern California in Gerontology (at age 60), the University of Pennsylvania, and Middlesex University (UK), a BA in Psychology from the University of Massachusetts at Amherst, and his coaching certification from Columbia University. In addition to his work with clients, Joe hosts The Retirement Wisdom Podcast, ranked in the top 1% globally in popularity by Listen Notes, with over 2 million downloads. Business Insider recognized Joe as one of 23 innovative coaches who are making a difference. He's the author of Win the Retirement Game: How to Outsmart the 9 Forces Trying to Steal Your Joy.
On this episode: Episode 425 — Roderick & Cari are back with another episode covering the latest in music, sports, and culture. This week, the guys discuss new releases from Vince Staples, Freddie Gibbs, and Jalen Ngonda, while also looking ahead to Blxst's upcoming album, Labor of Love. They also react to Drake's ICEMAN remaining the #1 album in the world for a fourth straight week. On the news side, Roderick & Cari discuss Lauryn Hill receiving the BET Living Legend Award and Teyana Taylor being named Icon of the Year, along with Jay-Z's newly announced Paris and Los Angeles shows. The conversation also touches on Beyoncé's placement on the latest Forbes list, James Harden's unlawful carry arrest, the start of the 2026 FIFA World Cup, and the New York Knicks winning their first NBA championship since 1973. Tap in — new episode out now
What if the gap between what you want and what you get comes down to how you communicate? Today on The Next Big Idea Daily, we're exploring the art and science of human persuasion. MIT and Harvard Law negotiation experts John Richardson and Attia Qureshi bring us practical advice from their new book Never Settle: Persuasion and Negotiation Skills to Get What You Want. Then, Sally Susman — Chief Corporate Affairs Officer at Pfizer and one of Forbes' World's Most Influential CMOs — shares strategies from her 2023 book Breaking Through: Communicating to Open Minds, Move Hearts, and Change the World. Then, Whether you're trying to lead, persuade, or just get a better deal, these two have you covered.
Dr. Nicole Price is an engineer-turned-leadership strategist, empathy revolutionary, keynote speaker, author, and CEO of Lively Paradox. After discovering that empathy is not an innate trait but a skill that can be developed, she dedicated her career to helping leaders build stronger, more engaged, and high-performing teams.Through keynotes, workshops, and leadership development programs, Dr. Price equips organizations with practical strategies to improve trust, retention, and workplace culture. Her work has been featured in Forbes, CNN, MSNBC, Fortune, and Fox.Whether you lead a nonprofit organization, business, team, or community initiative, this episode offers actionable insights for leading with greater purpose, connection, and impact.
Michael Maroone has served as President and Chief Operating Officer of AutoNation, Inc., the world's largest automotive retailer, since 1999. Today, AutoNation represents more than 35 brands, from Porsche to Rolls Royce and Honda to Chevrolet. AutoNation has twice been ranked in Forbes magazine's annual Top 500 Companies in the United States and has received numerous awards such as Time Magazine's Quality Dealer and Fortune's America's Most Admired and and was ranked the Number One Industry Champion five out of the last six years. In 2001, Maroone, along with five other entrepreneurs, purchased the Florida Panthers hockey team from H. Wayne Huizenga, allowing the team to remain in South Florida. Michael is an active member of the community, sitting on the board of organizations such as the Dan Marino Foundation, the Boys and Girls Club of Broward County, Police Athletic League, and the Children's Cancer Caring Center. He is also the chairman of the board for Take Stock in Children, a program that helps low-income children receive assistance for education.Support the show
In this episode Derek Champagne talks with NY Times best selling author Liane Davey. Liane has spent more than 25 years researching and advising teams on how to perform at their best. Known as the “teamwork doctor,” she works with teams from the frontlines to the boardroom, across industries and around the world, from Boston to Bangkok. Through her work with hundreds of teams, including 26 Global Fortune 500 companies (and counting), she has developed a practical, research-backed approach to solving the challenges that prevent teams from working effectively together.Liane is a New York Times bestselling author of You First: Inspire Your Team to Grow Up, Get Along, and Get Stuff Done and The Good Fight: Use Productive Conflict to Get Your Team and Organization Back on Track. She is a regular contributor to Harvard Business Review and a sought-after expert for media outlets including CNN, NPR, USA Today, The Globe & Mail, and Forbes. Her work focuses on increasing productivity, strengtheningengagement, developing leaders, and helping teams navigate conflict in healthier, more effective ways.Liane's clients have included Amazon, Walmart, TD Bank, RBC, AMD, MD Anderson, Google, Bayer, KPMG, Aviva, UNICEF, and SONY Interactive Entertainment. While she works across a wide range of industries, she customizes every conversation to reflect the realities of each audience.In Thoughtload, Liane tackles today's most pressing management challenges: over-burdened systems, burned-out teams, and plateauing results. However, contrary to conventional wisdom, Davey argues that the problem is not with out-sized workloads. The root cause of the madness sapping productivity in today's offices is our excessive thoughtload.Thoughtload is the cumulative and often overwhelming burden of increasing cognitive and emotional demands, worsened by decreasing physical and mental energy. In this brilliant, highly prescriptive guide, Davey lays out the steps for reducing thoughtload, so that managers and their teams feel more focused―and get more done.For free resources and to order a copy of Thoughtload visit: Thoughtload.comBusiness Leadership Series Intro and Outro music provided by Just Off Turner: https://music.apple.com/za/album/the-long-walk-back/268386576
Shownotes How spiritual growth can translate directly into better sex The #1 thing every man should do when he wakes up in the morning Why sports pressure was easier for Brenden than being in conflict with his partner A simple daily practice that can change everything for men How to bring out the best in a man as a woman Why you need to be whole in yourself to experience true masculinity and femininity Bio Brenden Durell is a breathwork and somatic facilitator, intimacy guide, author, and co-founder of Oríkao, a ceremonial grade heirloom cacao brand sourced from indigenous communities in the Amazon. He has spent over 14 years working at the intersection of embodied practice, plant medicine traditions, traditional Tantra, and sacred sexuality. Known for his ability to bridge ancient wisdom with modern life, Brenden guides individuals and couples into a more intimate relationship with themselves and the people they love. His work lives in the body: in the breath, in presence, in the places we've learned to armor ourselves against feeling. Rooted in the principles of traditional Tantra and sacred sexuality, he helps people dissolve the walls that keep them from experiencing life and love more fully, reclaiming their body as a place of power, pleasure, and presence. Brenden has been featured in Forbes, Men's Health, and has appeared on multiple seasons of Netflix's Too Hot to Handle. He is the founder of The Golden Room, a global community for those committed to deeper nervous system health, conscious living, and authentic connection. He is also a devoted father and partner currently raising his daughter between Peru and the United States. You can follow Brenden's work on Instagram and on his website. @brendendurell (IG), brenden.durell (YouTube) Follow Layla!
Rocket ships. AI chips. Chinese food. Clothing. Construction. Chatbots. America's self-made women billionaires have found dozens of ways to prosper. In our first listing focusing just on those with 10-figure fortunes, Forbes found 43 self-made queens of capitalism, up from 38 a year ago as many of their businesses hit new highs. That's despite the passing of two legendary women, Gap cofounder Doris Fisher (d. May 2026 at age 94) and Bio-Rad Laboratories' Alice Schwartz (d. September 2025, 99). Among the new billionaires are Beyonce Carter-Knowles, who climbs into the ranks on the back of her 2025 Cowboy Carter Tour; Nvidia CFO Colette Kress, who's benefitting from the AI boom; Caryn Seidman-Becker, who runs Clear Secure, an ID technology outfit used for security checkpoints at airports, among other places; and Luana Lopes Lara, the 30-year-old Brazilian ballerina and MIT graduate who cofounded prediction market firm Kalshi. Edited by Andrea Murphy and Grace Chung Learn more about your ad choices. Visit megaphone.fm/adchoices
Everyone suddenly wants protein.According to recent reports from Forbes, ABC News, Reuters and other industry publications, beef prices have reached record highs while whey protein prices have surged as demand continues to outpace supply. But this isn't really a story about protein. It's a story about muscle.For decades women were taught that health meant getting smaller. Smaller waist. Smaller dress size. Smaller body.Now we're entering a new era. An era where strength, muscle, longevity and resilience are becoming the new status symbols.In today's episode, Louise breaks down:✓ Why beef prices are hitting record highs✓ Why whey protein prices have surged by as much as 83%✓ The surprising role GLP-1 medications may be playing✓ Why muscle is becoming more valuable than ever✓ How rising protein costs could impact women's health✓ What every woman should focus on right nowBecause this isn't just about food. It's about access. It's about longevity. And it's about the future of women's health.
On June 12, 2026, Elon Musk officially became the world's first trillionaire after SpaceX's record-shattering IPO. But here's the uncomfortable part: he built that fortune by breaking the most repeated rule in personal finance. He never diversified. He bet everything — twice — on companies he controlled. In this episode, I unpack what that actually means for your money. We walk through Musk's all-in playbook, from the $180 million PayPal payout to nearly going broke in 2008, and confront an uncomfortable truth: nobody ever got on the Forbes list with a diversified portfolio. Then we visit the graveyard nobody talks about — the thousands who made the same bet and lost everything — and break down the three advantages Musk had that you and I don't. You'll leave with a clear framework: when concentration makes sense, when diversification is non-negotiable, the one concentrated bet you already own (and should double down on), and how to size a "conviction bet" without putting your family's plan at risk. What we cover: The SpaceX IPO and what a trillion dollars actually looks like. The all-in playbook: PayPal to near-bankruptcy to history. Why diversification will never make you rich — and isn't supposed to. Survivorship bias: Enron, dot-com, and the losing tickets history forgets. Concentrate to build, diversify to keep: what this means for you Questions about your own portfolio's hidden concentration? Book a conversation by emailing me at info@creatingricherlives.com. Disclosure: This episode is for educational purposes only and is not personalized investment advice.
It's finally over as Judge Liman makes final ruling, denying Blake Lively's 47.1 request for damages, but she did get a small victory over Justin Baldoni! Plus, Forbes celebrates Ryan Reynolds as the "American Dream" in new cover shoot! Head to https://www.factormeals.com/nofilter50off and use code nofilter50off to get 50% off and free daily greens per box, with new subscription only, while supplies last until 09/27/2026. (See website for more details). Mornings don't have to take forever. Right now, Merit Beauty is offering our listeners their Signature Makeup Bag with your first order at https://www.meritbeauty.com/ Right now, DripDrop is offering podcast listeners 20% off your first order. Go to https://dripdrop.com/ and use promo code NOFILTERVisit https://www.progressive.com to see if you could save when you bundle your home and auto policies.Become a Member of No Filter: ALL ACCESS: https://allaccess.supercast.com/ Shop New Merch now: https://merchlabs.com/collections/zack-peter?srsltid=AfmBOoqqnV3kfsOYPubFFxCQdpCuGjVgssGIXZRXHcLPH9t4GjiKoaio Book a personalized message on Cameo: https://v.cameo.com/e/QxWQhpd1TIb Disclaimer: The views expressed in this video, on this YouTube Channel, and on No Filter with Zack Peter are for entertainment purposes only. All content is protected under Fair Use Rights.See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
On this re-release episode of 2 Minutes of Motivation, Kristel Bauer shares a practical tip to help you build credibility, strengthen your confidence, and navigate power imbalances more effectively. Learn about the concept of imposing syndrome, how it can hold you back, and a simple mindset shift that can help you show up with greater confidence and impact. Tune in now! Key Takeaways From This Episode: Tip to boost credibility and navigate power imbalances Explore Having Kristel Bauer speak at your next event or team meeting. https://www.livegreatly.co/contact Pre-Order Kristel's Book Work-Life Tango: Finding Happiness, Harmony and Peak Performance Wherever You Work (John Murray Business, November 19th 2024) About the Host of the Live Greatly podcast, Kristel Bauer: Kristel Bauer is a corporate wellness and performance expert, keynote speaker and TEDx speaker supporting organizations and individuals on their journeys for more happiness and success. She is the author of Work-Life Tango: Finding Happiness, Harmony, and Peak Performance Wherever You Work (John Murray Business November 19, 2024). With Kristel's healthcare background, she provides data driven actionable strategies to leverage happiness and high-power habits to drive growth mindsets, peak performance, profitability, well-being and a culture of excellence. Kristel's keynotes provide insights to "Live Greatly" while promoting leadership development and team building. Kristel is the creator and host of her global top self-improvement podcast, Live Greatly. She is a contributing writer for Entrepreneur, and she is an influencer in the business and wellness space having been recognized as a Top 10 Social Media Influencer of 2021 in Forbes. As an Integrative Medicine Fellow & Physician Assistant having practiced clinically in Integrative Psychiatry, Kristel has a unique perspective into attaining a mindset for more happiness and success. Kristel has presented to groups from the American Gas Association, Bank of America, bp, Commercial Metals Company, General Mills, Northwestern University, Santander Bank and many more. Kristel has been featured in Forbes, Forest & Bluff Magazine, Authority Magazine & Podcast Magazine and she has appeared on ABC 7 Chicago, WGN Daytime Chicago, Fox 4's WDAF-TV's Great Day KC, and Ticker News. Kristel lives in the Fort Lauderdale, Florida area and she can be booked for speaking engagements worldwide. To Book Kristel as a speaker for your next event, click here. Website: www.livegreatly.co Buy Kristel Bauer's book, Work-Life Tango: Finding Happiness, Harmony and Peak Performance Wherever You Work (John Murray Business, November 19th 2024) Follow Kristel Bauer on: Instagram: @livegreatly_co LinkedIn: Kristel Bauer Twitter: @livegreatly_co Facebook: @livegreatly.co Youtube: Live Greatly, Kristel Bauer To Watch Kristel Bauer's TEDx talk of Redefining Work/Life Balance in a COVID-19 World click here. Click HERE to check out Kristel's corporate wellness and leadership blog Click HERE to check out Kristel's Travel and Wellness Blog Disclaimer: The contents of this podcast are intended for informational and educational purposes only. Always seek the guidance of your physician for any recommendations specific to you or for any questions regarding your specific health, your sleep patterns changes to diet and exercise, or any medical conditions. Always consult your physician before starting any supplements or new lifestyle programs. All information, views and statements shared on the Live Greatly podcast are purely the opinions of the authors, and are not medical advice or treatment recommendations. They have not been evaluated by the food and drug administration. Opinions of guests are their own and Kristel Bauer & this podcast does not endorse or accept responsibility for statements made by guests. Neither Kristel Bauer nor this podcast takes responsibility for possible health consequences of a person or persons following the information in this educational content. Always consult your physician for recommendations specific to you.
This week, Madison Mayor Satya Rhodes-Conway told city agencies to be prepared to cut 2% from their budgets amid inflation and higher fuel costs. She also called for state-level reform to lessen the financial burden on Madison taxpayers. On today's show, host Bianca Martin talks about this news with executive producer Hayley Sperling and Angela Russell, creator of the Black Oxygen podcast and founder of The Undercurrent. We also talk about the global and national mistrust in institutions and how that has played out locally. Plus, Madison schools are offering free summer meals to all students and a free summer Metro bus pass for students entering 6th grade and older. And, for City Cast Madison Neighbors only, we react to Forbes magazine naming Wisconsin's Diane Hendricks and Judy Faulkner among the country's top three wealthiest self-made women.
In this week's conversation between Dr. James Emery White and co-host Alexis Drye, they discuss a recent lawsuit against the fast-food chain Chick-fil-A. Lauren Weber wrote an article in The Wall Street Journal that prompted today's conversation titled, “Sundays Are Sacred at Chick-fil-A. The U.S. Says a Worker's Saturday Sabbath Is, Too.” The restaurant is known for giving employees Sundays off to observe the Christian Sabbath, but found themselves being sued for denying an employee's request to have Saturdays off. Her denomination, the United Church of God, observes the Sabbath on Saturdays. So which day should the church observe? And what, really, defines a Sabbath? Episode Links The practice of observing a Sabbath day is something that has been declining among people who would consider themselves Christ followers. However, God felt that this was such an important part of our lives that the call to observe the Sabbath is one of the Ten Commandments. Dr. White delivered a series at Mecklenburg Community Church simply titled, “Ten,” which explored the biblical and cultural significance of each of the Ten Commandments. You can find that series at Church & Culture HERE. As Dr. White explained, as a society we've so overly cluttered our lives that it's hard for so may of us to even wrap our heads around taking a day to rest and renew. He referenced an old article from Newsweek featuring Neil Rudenstine, the (then) president of Harvard University, who once faced extreme exhaustion. It was titled “Breaking Point,” and you can read that article HERE. He also discussed a 2025 Forbes article about how an increasing number of employees are taking sabbaticals, something that's really helping with career longevity. You can read the article titled “Why More Professionals Are Taking Sabbaticals—And How It's Transforming Work And Well-Being” HERE. Dr. White referenced a recent announcement from the American Academy of Pediatrics updating their policy statement on the need for children to return to more play. He used this as inspiration for a recent Church & Culture blog titled “We All Need Recess,” which you can read HERE. Finally, Dr. White discussed the importance of the church needing to teach on topics related to rest and the Sabbath. In addition to the series “Ten,” we'd encourage you to check out another recent series that he gave called “Quieting Your Life.” This series explored the call to quiet ourselves, how we need to be quiet and seek quiet, and the significance of a daily quiet time. You can find that series on Church & Culture HERE. For those of you who are new to Church & Culture, we'd love to invite you to subscribe (for free of course) to the twice-weekly Church & Culture blog and check out the Daily Headline News - a collection of headlines from around the globe each weekday. We'd also love to hear from you if there is a topic that you'd like to see discussed on the Church & Culture Podcast in an upcoming episode. You can find the form to submit your questions at the bottom of the podcast page HERE.
Lynnwood Bibbens is the founder of ReachTV and an entrepreneur who has built billions of dollars in business across tech, media, retail, film finance, and distribution. In this episode, he breaks down how he went from selling knives in college to building major companies, creating new rights windows, and acquiring CNN Airport during the pandemic. Lynnwood shares his philosophy on serving customers, building real relationships, finding hidden value in ecosystems, and why distribution is more powerful than content alone.Hosted on Ausha. See ausha.co/privacy-policy for more information.
Elon Musk just became the first trillionaire in world history. SpaceX's stock began trading on the Nasdaq Friday at $150 per share, implying a nearly $2 trillion market cap for the company. Forbes estimates that Musk is now worth $1.1 trillion as of just before noon eastern Friday, up from $982 billion on Thursday, when SpaceX priced its IPO at $135 share. The IPO pricing boosted Musk's fortune by $188 billion yesterday, according to Forbes' calculations. Musk, who serves as chairman, CEO and chief technical officer of SpaceX, owns 4.8 billion shares of the rocketmaker, worth $715 billion. He has another 350 million stock options with an exercise price of $8.40 per share, worth $50 billion, giving him a 38% stake in the company, worth $765 billion. Before SpaceX priced its IPO on Thursday, Forbes had been valuing Musk's estimated 40% stake (before dilution from the offering) at around $500 billion, based on the $1.25 trillion valuation of SpaceX's merger with Musk's artificial intelligence and social media company xAI in February. (xAI previously merged with X–formerly Twitter–in March 2025.) Musk also owns just over 10% of $1.5 trillion (market cap) Tesla, worth $163 billion, plus options to acquire another nearly 8% stake, worth $113 billion. Rounding out his net worth are smaller stakes in his brain interface startup Neuralink and his tunneling firm Boring Company, plus several billion dollars' of wealth from previous Tesla share sales. Learn more about your ad choices. Visit megaphone.fm/adchoices
Sabrina Gonzalez Pasterski is a first-generation Cuban-American theoretical physicist from Chicago whose life has been shaped by flight and physics. She began flight lessons at age nine and, between ages 12 and 14, built a single-engine Zenith CH 601 XL aircraft from a kit, making her own engineering modifications after fatal midair breakups involving the model. At 16, before she had a driver's license, she flew the aircraft solo. The FAA later allowed her demonstration flight to validate her modifications before grounding the fleet. At MIT, Pasterski became the first freshman selected for NASA's January Operational Internship, received the inaugural MIT Freshman Entrepreneurship Award, interned at NASA Kennedy Space Center and CERN, and graduated first in her MIT Physics class. She earned her PhD from Harvard in 2019 under Andrew Strominger, focusing on quantum gravity, then joined Canada's Perimeter Institute for Theoretical Physics at 27 as its youngest faculty member and one of only three women on staff at the time. She now leads the Celestial Holography Initiative, and her honors include Scientific American's 30 Under 30, Forbes 30 Under 30 in Science, and the Albert Einstein Foundation's “100 Greatest Innovators.” Shawn Ryan Show Sponsors: Live better longer with BUBS Naturals. Get 20% OFF on collagen, MCT creamers, and more with code SHAWN at https://bubsnaturals.com/srs Go to https://calderalab.com/SRS and use code SRS for 20% off your first order. Ready to upgrade your eyewear? Check them out at https://roka.com and use code SRS for 20% off sitewide. Sign up and get 10% off at https://betterhelp.com/srs #ad Sabrina Pasterski Links: Perimeter Institute - https://perimeterinstitute.ca/people/sabrina-pasterski Learn more about your ad choices. Visit podcastchoices.com/adchoices
We want your feedback and questions. Text us here.Fear has a significant impact on people's emotions, communication, and performance, and, left unchecked, it will also start to change your culture. A recent Forbes article discussed what many are calling a hidden crisis called the Fear Economy. The article discussed rising employee anxiety, emotional exhaustion, burnout, economic uncertainty, and fear about AI and job stability. Every day, people show up to work carrying fear: the fear of being replaced, of becoming irrelevant, of instability, and of not keeping up. But when was the last time you really thought about how your employees felt? Leaders can become so focused on performance, output, and organizational change that they completely miss the emotional climate people are operating in every day. In today's episode of The Champion Forum Podcast, we're talking about the dangers of the fear economy, where it comes from, and how you can protect your culture from being impacted by it.
Dr. Robert Leahy, Founder and Director of the American Institute for Cognitive Therapy, an award-winning clinician, clinical professor of psychology at Weill Cornell Medical College, keynote speaker, and author and editor of 29 books, including The Worry Cure, joins me on this episode. Dr. Leahy has been featured in major media outlets including The New York Times Sunday Magazine, Forbes, Fortune, Newsweek, and Psychology Today.
A top-producing annuity-focused agent, global annuity trainer, and recognized as one of the most influential voices in the annuity space. He has sold millions in annuities virtually and in person.He continues to test new ideas, develop new tools, and stay on the front lines as a daily producer so the training advisors get is always current, practical, and built from real experience.What Tracy Brings to the Table✦ Actively producing an expert. Not just theory.✦ Creator of AG Simulator and AG Academy✦ Expert contributor to Aspire Mag., U.S. News, Insurance News Net, Forbes, and more✦ Knowledge-Based Sales Practice✦ Virtual and in-person sales experience across all markets✦ Known for an educational, client-first approachGod first.Father of 3 boys.Husband to wife Elizabeth. Been together 13 years.Learn more: http://www.theannuitygiants.com/Influential Entrepreneurs with Mike Saundershttps://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/Source: https://businessinnovatorsradio.com/interview-with-tracy-lownsberry-founder-of-the-annuity-giants
If you think life insurance is about protection, you'll miss what it can do at a high net worth level. For wealthy investors, business owners, and families with meaningful assets, the question is not just where to invest. It is where long-term capital should sit, how it should be owned, how it should grow, how private it should remain, and how efficiently it can move to the next generation. That is where Private Placement Life Insurance, or PPLI, changes the conversation. Most investors dismiss life insurance because they think they already understand it. They picture ordinary policies, limited investment options, and a product built mainly around a death benefit. But at the high end, that framework is incomplete. PPLI is not ordinary life insurance. For the right investor, it can function as a long-term asset structure, allowing capital to grow in a tax-advantaged environment, support estate planning, simplify reporting, preserve privacy, and create a more strategic way to hold assets over time. In this episode of Money School Elite, I sit down with Mike Malloy to unpack how PPLI actually works, why wealthy families use it, and why the structure around an asset can matter just as much as the asset itself. Mike works with high-net-worth clients, families, and advisors on advanced tax and estate planning strategies using Private Placement Life Insurance. In this conversation, he explains why PPLI is not simply about buying insurance. It is about building a structure around long-term capital, especially for investors who have already used the obvious planning tools and need a more sophisticated way to think about tax efficiency, privacy, liquidity, and wealth transfer. About the Guest Michael Malloy is a founding partner of EWP Financial. With decades of experience helping global families and advisors use PPLI and Expanded Worldwide Planning to enhance tax efficiency, asset protection, and compliance. To learn more, visit https://www.ewp-financial.com/ or call 530-692-1007. About Your Host From pro-snowboarder to money mogul, Chris Naugle has dedicated his life to being America's #1 Money Mentor. With a core belief that success is built not by the resources you have, but by how resourceful you can be. Chris has built and owned 19 companies, with his businesses being featured in Forbes, ABC, House Hunters, and his very own HGTV pilot in 2018. He is the founder of The Money School™ and Money Mentor for The Money Multiplier. His success also includes managing tens of millions of dollars in assets in the financial services and advisory industry and in real estate transactions. As an innovator and visionary in wealth-building and real estate, he empowers entrepreneurs, business owners, and real estate investors with the knowledge of how money works. Chris is also a nationally recognized speaker, author, and podcast host. He has spoken to and taught over ten thousand Americans, delivering the financial knowledge that fuels lasting freedom. Resources Private Money Guide: https://go.moneyschoolrei.com/book-podcast Wealth Wednesday Webinar: https://go.moneyschoolrei.com/wednesday-webinar-podcast Mapping out the Millionaire Mystery: https://go.moneyschoolrei.com/newbook-podcast
Mindy Diamond on Independence: A Podcast for Financial Advisors Considering Change
With the Co-Authors of The Greater Game and Dan Sullivan of Strategic Coach and John Bowen of CEG Insights Louis Diamond speaks with Dan Sullivan of Strategic Coach® and John Bowen of CEG Insights about founder dependency, enterprise value, and the architecture behind scalable businesses. In Summary Many advisory firms grow successfully while remaining highly dependent on their founders. Dan Sullivan and John Bowen argue that the difference between a successful practice and a valuable enterprise comes down to architecture. Louis sits down with the co-authors of The Greater Game to discuss founder dependency, enterprise value, intellectual property, and why some businesses scale beyond their owners while others do not. The conversation offers advisors a framework for thinking differently about growth, succession, and long-term optionality. The Storyline Many advisors spend their careers helping clients build valuable businesses. Far fewer stop to ask whether their own firms are being built the same way. That tension sits at the center of Louis Diamond's conversation with Dan Sullivan, co-founder of Strategic Coach®, and John Bowen, founder of CEG Elevate Group and CEG Insights. Their new book, The Greater Game, challenges a common assumption about growth: that bigger businesses are simply the result of working harder, adding more clients, or improving existing systems. Instead, they argue that enterprise value is created through architecture—the deliberate design of a business that can scale, transfer, and thrive without its founder at the center. The discussion introduces a framework for understanding why some entrepreneurs remain trapped in optimization while others build enterprises that compound in value over time. Along the way, Dan and John explore founder dependency, intellectual property, succession planning, strategic partnerships, and the role advisors can play in helping entrepreneurial clients navigate each stage of growth. For advisors, the framework creates an important mirror. The same forces that limit enterprise value for entrepreneurial clients often exist inside advisory firms themselves. The result is a conversation that extends well beyond business growth and into questions of optionality, transferability, and what ultimately makes a firm valuable. Topics Covered Enterprise Value Creation Founder Dependency Risk Business Architecture vs. Optimization Intellectual Property & Scalability Strategic Partnerships & Leverage Succession Planning & Optionality Legacy, Impact & the “Greater Game” Mindset > Download a transcript of this episode… Listen and Learn Highlights for Advisors What is The Greater Game—and why does it matter to advisors? (17:57) Dan and John introduce the framework behind their new book and explain why advisors should think about it both for entrepreneurial clients and for their own businesses. Why do only a small percentage of entrepreneurs create exponential enterprise value? (22:24) The discussion explores the difference between “architects” and “optimizers” and why most business owners remain focused on improving what exists rather than designing what comes next. Why is founder dependency such a significant valuation risk? (35:00) John explains how businesses that depend on a single individual often struggle to scale, transfer, or command premium valuations. How does expertise become intellectual property—and why does that matter? (35:00) The transition from expertise to transferable systems may be the most important bridge in the entire framework, creating leverage that extends beyond the founder. What prevents many advisors from fully serving entrepreneurial clients? (18:00) The conversation examines why most advisors are well-equipped for traditional planning needs but less prepared for the governance, succession, and enterprise-value challenges entrepreneurs eventually face. What does the next game look like after you've already “won”? (50:00) Dan and John discuss why many successful entrepreneurs and advisors eventually shift their focus from accumulation to significance, impact, and legacy. What's the single most important move an entrepreneur can make? (52:30) Dan shares the concept of Unique Ability® and explains why simplifying around your highest-value strengths often creates the greatest multiplier effect. Key Takeaways Enterprise value is created through architecture, not effort. Many successful businesses continue to grow while remaining highly dependent on their founders. The firms that command premium valuations are often built differently from the start. Founder dependency acts as a hidden valuation discount. The more a business depends on one person, the more difficult it becomes to scale, transfer, or sell at a premium. Intellectual property is often the bridge between a practice and an enterprise. When expertise becomes codified, transferable, and repeatable, value begins to exist independently of the founder. Advisors and entrepreneurs often face the same challenge. The same founder-dependency issues advisors help clients solve frequently exist within their own firms. Strategic partnerships create leverage that expertise alone cannot. Many of the most successful entrepreneurs grow through collaboration, ecosystems, and coordinated expertise rather than attempting to solve every challenge themselves. Most advisors are trained to solve early-stage problems. Entrepreneurial clients eventually require guidance around succession, governance, scalability, and enterprise value—areas that extend beyond traditional planning. The next stage of growth is often not about growth at all. For many successful entrepreneurs, the question eventually shifts from accumulation to significance, impact, and the legacy they want their business to create. https://www.youtube.com/watch?v=JY5xOB8GTQY Quotable Moments “The exit multiple is downstream of the architecture.” “The difference between a three-times and a fifteen-times multiple is often whether the business depends on the founder.” “You have to simplify in order to multiply.” “We're not talking about a 10x game anymore. We're talking about a 100x game.” FAQs Why do some advisory firms command higher valuation multiples than others? Dan Sullivan and John Bowen argue that valuation is often determined long before a transaction occurs. Firms that reduce founder dependency, codify intellectual property, and build transferable systems typically command higher multiples than those built around a single rainmaker. What is founder dependency and how does it impact enterprise value? Founder dependency occurs when clients, revenue, and decision-making remain concentrated around one individual. While those businesses can be highly successful, advisors find they are often more difficult to scale, transfer, or sell. What is the difference between an architect and an optimizer? An optimizer focuses on improving an existing business model. An architect builds systems, intellectual property, and structures designed to create leverage, scalability, and long-term enterprise value. What does Dan Sullivan mean when he says “100x is easier than 2x”? The concept challenges entrepreneurs to stop thinking incrementally. Rather than working harder within the current model, transformational growth often comes from redesigning the model itself through better leverage, collaboration, and systems. How can advisors better serve entrepreneurial clients? Many entrepreneurial clients eventually need guidance beyond investment management, including succession planning, governance, intellectual property strategy, and enterprise value creation. Understanding where a client sits in their business journey can help advisors provide more relevant advice and coordination. What is the expertise trap and why does it matter for advisory firms? The expertise trap occurs when critical knowledge, relationships, and processes remain inside the founder's head. Until that expertise becomes transferable and repeatable, enterprise value often remains limited regardless of growth. Dan Sullivan and John Bowen argue that valuation is often determined long before a transaction occurs. Firms that reduce founder dependency, codify intellectual property, and build transferable systems typically command higher multiples than those built around a single rainmaker. Founder dependency occurs when clients, revenue, and decision-making remain concentrated around one individual. While those businesses can be highly successful, advisors find they are often more difficult to scale, transfer, or sell. An optimizer focuses on improving an existing business model. An architect builds systems, intellectual property, and structures designed to create leverage, scalability, and long-term enterprise value. The concept challenges entrepreneurs to stop thinking incrementally. Rather than working harder within the current model, transformational growth often comes from redesigning the model itself through better leverage, collaboration, and systems. Many entrepreneurial clients eventually need guidance beyond investment management, including succession planning, governance, intellectual property strategy, and enterprise value creation. Understanding where a client sits in their business journey can help advisors provide more relevant advice and coordination. The expertise trap occurs when critical knowledge, relationships, and processes remain inside the founder's head. Until that expertise becomes transferable and repeatable, enterprise value often remains limited regardless of growth. Related Resources The Greater Game by Dan Sullivan and John Bowen Strategic Coach® CEG Elevate Group The Greater Game Dashboard Diamond Consultants Advisor Transition Report Dan Sullivan The world's foremost expert on entrepreneurship in action, Dan Sullivan has spent the past five decades empowering business owners to reach their full potential in both their professional and personal lives. His strong belief in and commitment to the power of the entrepreneur is evident in all areas of his company, Strategic Coach®, and its successful membership community. Dan is married to Babs Smith, his partner in business and in life. They jointly own and operate The Strategic Coach Inc., with offices in Toronto, Chicago, and the UK Dan and Babs reside in Toronto. John Bowen John J. Bowen Jr. is the founder and CEO of CEG Elevate Group, the holding company that includes CEG Worldwide and CEG Insights. Through these companies, he helps elite financial advisors serve fewer, wealthier clients exceptionally well while building more valuable and scalable businesses. Before founding CEG, John spent 26 years as a financial advisor and built a $2 billion wealth management business. That firsthand experience grounds CEG’s work today across advisor coaching, enterprise programs, empirical research through CEG Insights, and practical frameworks for advisors who want to move beyond practice growth to enduring enterprise value. John is the author of 21 books on wealth management, entrepreneurship, and success. His newest book, The Greater Game: Your 100x Blueprint for Exponential Growth, Freedom, and Legacy, co-authored with Dan Sullivan of Strategic Coach, will be published by Hay House Business in May 2026. Today, John and the CEG team work with leading advisors and enterprise firms — including some of the largest advisor organizations in the United States — to help advisors deepen relationships with affluent clients, build scalable practices, and design lives of greater significance. NOTE: The views and opinions expressed by the guests on this podcast are their own and do not necessarily reflect the views and opinions of Diamond Consultants. Neither Diamond Consultants nor the guests on this podcast are compensated in any way for their participation. View the transcript of this episode… Architecting 100x Growth: A “How-To” From Legends Dan Sullivan and John Bowen A conversation with Louis Diamond and Co-Authors of The Greater Game, Dan Sullivan of Strategic Coach and John Bowen of CEG Insights. Louis Diamond: Welcome to the latest episode of our podcast series for financial advisors. Today’s episode is Architecting 100x Growth: A “How-To” From Legends Dan Sullivan and John Bowen, a conversation with the industry’s top coaches and co-authors of The Greater Game. I’m Louis Diamond, and this is the Diamond Podcast for Financial Advisors. Mindy Diamond: At Diamond Consultants, we help elite advisors identify the right environment for their businesses to thrive, whether that’s at a wirehouse, boutique, or independent firm. With nearly three decades of experience, we’ve guided thousands of advisors and represented more than a quarter of a trillion dollars in assets transitioned. And each year, one in four advisors managing a billion dollars or more who change firms are our clients. Our process is education-driven and based on building relationships, starting as your strategic partner well before you’re even thinking of a move. To schedule a confidential conversation, call us at 908-879-1002. Wondering why advisors change firms and where they’re headed? Are transition deals going up or down? Those very questions and more inspired us to create our annual Advisor Transition Report. It’s the award-winning data-driven resource designed for advisors that connects the dots between the motivations around movement and the firm’s appetite for top talent. Arm yourself with the knowledge you need to make smart decisions. Download your copy at diamond-consultants.com/transitionreport. Louis Diamond: Most entrepreneurs and many advisors spend years optimizing for growth without realizing they’re building a business that still depends entirely on them. Revenue and complexity grow; enterprise value, transferability, and freedom often lag far behind. Dan Sullivan and John Bowen argue that the issue isn’t effort or intelligence; it’s architecture. No doubt these are familiar names in the wealth management industry, but just to set the stage, Dan is the co-founder of Strategic Coach, and John is the founder of CEG Elevate Group and CEG Insights. Together, they spent decades coaching and studying high-performing entrepreneurs and advisory firms. Their latest book, one they joined forces on, The Greater Game, lays out a very different framework for thinking about growth, one built around scalability, transferrable value, and long-term leverage rather than incremental optimization. What makes this conversation especially relevant for advisors is that the framework cuts both ways. It applies to the entrepreneurial clients that advisors serve, as well as to the advisory firms themselves. And in many cases, the same founder dependency and expertise trap that limits a client’s enterprise value is quietly limiting the advisor’s business too. We talk about the difference between operators and architects, why 100 times growth can actually be easier than two times growth, where businesses tend to stall as they scale and how advisors can start thinking differently about their own firms, particularly when it comes to enterprise value, succession, and long-term optionality. It’s rare access to a conversation with two of our industry’s legends whose advice and counsel has not only helped to transform the business lives of many of our listeners, but also my own. So let’s get to it. Dan and John, thank you both for joining us today. Dan Sullivan: Thank you, Lou. It’s a real pleasure. John Bowen: I’ve had the privilege of joining you before, but never with my co-author, Dan Sullivan, and I’m excited to share what we’re doing because I think it can make a big impact in our advisor industry. Louis Diamond: No doubt about it. Yeah, this has been an interview I’ve been very excited to host. So let’s jump right in. Dan Sullivan, I think you are a man that needs little introduction. So many advisors in the industry are fans or clients of your firm, Strategic Coach, but for those who aren’t as familiar or need a refresh, can you just give some quick context into why you started Strategic Coach and what the company does today? Dan Sullivan: Yeah. Well, it goes back to 1974. I was a copywriter at BBDO, the Canadian branch of BBDO, big global advertising agency. It still is. But I’ve been sort of a lifetime coach. I remember once when my mother finally caught up with what I was doing in life and I was describing what I was doing, she says, “Well, you were doing that when you were a child. You were talking to adults and you were asking adults about their experiences.” And I said, “Yeah, I could do this when I was eight or nine years old, but it took me a long time to get a business model wrapped around it.” But I jumped out in 1974 and started coaching anybody, but it actually turned out that entrepreneurs were the best people to coach because they would write a check on the spot and they would make a decision on the spot and I needed cashflow and I did it. So I’ve been personally, as a Strategic Coach, which was named by someone else. You’re just out there trying to get cashflow to pay for the rent. So I started in ’74, and I was lucky and it really relates to your target audience, Lou. Right off the bat, I got what are called top-of-the-table life insurance agents. And that was really, really great because life insurance agents are purely a conceptual business. So someone can get a new idea at breakfast and they can have a new business by dinnertime just because they can change their mindset. And that moved on. And I did that for 15 years, just one-on-one, 1970s, 1980s. And then, I’d had enough experience that we turned it into a workshop program in 1989. We’ve been at it ever since. So I was at a talk. Joe Polish is a great friend of ours, Joe Polish with Genius Network. And he had a speaker there, and he says, “You’re one of the original gangsters, aren’t you? You’re one of the first people.” And I said, “I don’t know if I’m the original, but I think I’m the only surviving one.” So it’s 52 years that I’ve been doing what I’m doing. And I had the good fortune to meet John in around 2009. John, was that the year? 2009? John Bowen: Yeah, in the little economic downturn that everybody knows about here. Dan Sullivan: Yeah. And John had a great coaching program and we had a great coaching program. And over the years, we’ve talked a lot about what makes a entrepreneur exponential in their thinking. And finally, about two years ago, we decided, let’s write a book about this. And that’s the new book, which is called The Greater Game. That’s where this all started. It’s just been a great pleasure because we sync very well. Louis Diamond: Amazing. And Dan, I think a lot of people likely know you either from Strategic Coach. I know I’m personally a big fan of two of your books and I know of others, The Gap and The Gain and Who Not How. We’re going to talk about your new book, but I think it’d just be helpful. Can you talk about the key premise of some of your prior books, The Gap and The Gain and Who Not How? Dan Sullivan: As a result of my membership, I’m a member in other groups. And so Joe Polish of Genius Network fame, he’s been in my program for 28 years, and I’ve been in his program for 15 years. And there was a writer who was in one of the first Genius Network workshops, and he approached me. And I created a lot of books, but I create small books and they’re self-published. I do a book a quarter. I’m 82 in about three weeks. So when I was 70, I said, “I’m going to give myself a 25-year project. I’ll write 100 books in 100 quarters.” And this is quarter number 47, and I’m writing my 47th book. But they’re little books. They’re 60, 70 pages. They’re one-idea books. And Ben Hardy, who was, at that time, the number one writer on Medium, which is a blogging type medium, he approached me, and he said, “I know you don’t write big books and you don’t have publisher books. But,” he said, “if you ever did,” he said, “I’d like to collaborate.” And that was a great good fortune on my part. So we produced three books in five years. The first book was Who Not How. Who Not How basically says when you have a goal, the biggest problem with the goal, you’re excited about the goal, but you’re not excited about doing it. So you find “Whos” who help you and you build teamwork around it. And that was a big seller. And then, we had another concept which was called The Gap and The Gain that entrepreneurs, depending on how they measure their progress, can be perpetually unhappy or they can be perpetually motivated. And it all depends on how they measure their progress, how they measure their goal setting and their goal achievement. And then the third book, which has really turned out to be the big one, up until this book, this book will be bigger. It’s called 10x Is Easier Than 2x. So hence, Coach, everybody has a 10x game plan. Whatever number they want to choose, revenues, personal net worth, whatever, you have a framework of 10x, which is sometime in the future, but you use that future framework for deciding what you’re going to do today that will end up as a 10x result. I thought that was going to be our formula for the rest of my life until I met John. And then John is a great AI practitioner. And I began to realize that that 10x is now becoming 100x for really top-notch entrepreneurs, but the 10x is easier than 2x. And we just crossed the million mark with the three books, which is really good. And it’s great for lead… we’re having people show up and they’ve really bought into what Strategic Coach is. We have a good size company. We’re not a small company. We have 120 team members. We’re in five centers: Los Angeles, Vancouver, Chicago, Toronto and London, England. But it’s been really great because we’ve really grown with technological change and it’s basically, we teach people how to think about their thinking. And Lou, you were in for three years, both in-person and virtual. So you know what the starting structure of it is, but I’m in love with entrepreneurs. Entrepreneurs are crucial characters on the planet, but mostly they operate alone and what we’ve done is create a community for them. Louis Diamond: Fantastic. Thank you, Dan. And John, I think perfect segue to you, because I know you’ve spent your career serving and helping entrepreneurs as well, mostly within financial services or within wealth management. And you’ve been very kind to share some of your amazing research on advisors serving entrepreneurial clients in the past. But for anyone who’s missed those episodes, similar question for you, can you share what your companies do? CEG Elevate, CEG Insights, your new research, and then we’ll dive into your exciting new book. John Bowen: Thank you, Louis. And Dan and I are very excited about just entrepreneurs in general. Dan is, because he’s working with them directly. The best clients for financial advisors are entrepreneurs, largely, if you’re going to go high net worth, ultra-high net worth. So we have a company, CEG Elevate, which is our parent company. Two of the companies that are really interesting for this podcast is CEG Insights and this is our research arm. And we’ll study about 20,000 high net worth, ultra-high net worth clients this year in depth and 6,000 up to 7,000 we’ll do just of entrepreneurs. And this is in the partnership. Lou, I invited you up to… We were skiing two years ago in Park City and you couldn’t join us. But Dan and I made a deal to do a 25-year partnership studying entrepreneurship, one for Strategic Coach and his coaching clients, but really the opportunity for financial advisors. And it’s probably just as well because I came down, and I think, Dan, you were 80 at the time and I was 69. I’m 70 now. And I was skiing with a whole bunch of 40-year-olds, and they’re all going, “You guys are way too optimistic.” And Dan and I are just getting started on this. And the other company that’s applicable is CEG Worldwide, where we have the privilege of coaching and training some of the top financial advisors, those aspiring, and also working with the enterprises to really help move up market and do this great experience. Louis Diamond: Fantastic. Dan, question for you. What was the core problem you and John were trying to solve in your new book, The Greater Game? What is it that existing frameworks weren’t touching? And then John, I’ll have a follow-up question for you after that. Dan Sullivan: Yeah. Well, by the very nature of what we do, we’re not going for wannabes. We’re not going for entrepreneurs who hope to be really successful someday. We’re engaging with and we’re registering into both of our communities, people who, they’re already great. They’re already doing so many things right, but they’re kind of doing it unconsciously. They just have a unique ability for growth. They have a unique ability for networking and expansion, but the very, very core is they’ve done it on their own. And they’ve done it out of intuition and they’ve done it out of ambition and motivation. But their biggest problem is that they’re really lonely. I’m in my sixth decade now of coaching entrepreneurs, and people say, “Well, what’s the number one problem that entrepreneurs face?” And I said, “Loneliness.” They can’t explain themselves to the family they grew up with. They can’t explain themselves with their lifetime friends. They have thoughts about how they’re operating. And they take enormous pride in their ability to transform difficulties into breakthroughs, but they don’t have anybody to talk to. So what we’ve created is a community where when you walk in the room, everybody in that room immediately understands you. Everybody immediately applauds what you’ve done. Everybody is inspired by you. So my framework is I call, “What you’ve done on your own, you’re great. You’re a winner already, but who do you talk to?” You have to hide a lot of your success because they just won’t understand what it is that actually motivates you. And the beauty of the partnership with John is the vast majority of our clients are in 70 or 80 different industries, so they’re not peculiar. We start off with financial services, especially life insurance. But what I notice is that all the difficulty they get into life is they’re trying to communicate with people who don’t understand them. And what we’re saying is, “Stage one, you did it on your own, you’re great by any standard whatsoever. You check all the boxes for being a successful person, but you don’t really have any way to actually check out how other people are doing this.” And so we’ve created a community, and John has created a community where people, immediately, there’s understanding. And not only that, but there’s opportunity because they’re unique in their own ways. Every one of our entrepreneurs has created a very, very unique pattern of success that if they were with 10 other people, they could learn from this. If they were with 30 other people, they would learn even more. So that’s what we’ve done. So stage two is now joining a community where everybody gets you. Louis Diamond: Interesting. And that’s the premise of the book. We don’t want to have people not buy it, but what is the greater game? What’s the game that folks are playing and pursuing and how do you make it greater? Dan Sullivan: I tell you, what I’ve always been lacking, I’m sort of intuitive like most entrepreneurs are. We’ve done about 300 times growth since we started the program. But it’s intuitive. I don’t have any research to back this up. I’m low on fact finder. I find, generally speaking, the best facts are just the facts that I make up, but at a certain point, you’d like to have some actual research to back me up. So I’ve gone as far as I can go with our company without real research. Then John comes into the picture, and now we got some real research. And I will say this, this is generally true. It’s not just a problem with me that I don’t have research. I find that entrepreneurism is one of the least researched subjects on the planet. And John comes along and he’s done all the backfill for how entrepreneurs actually perform and I’ve got research to prove it. Louis Diamond: Perfect. Yeah, John, question for you. So what is The Greater Game? And then, how do you think it relates to what financial advisors have been missing? John Bowen: One of the things that we as financial advisors all want to work with people who have already won. And there’s no better group than entrepreneurs, successful entrepreneurs. If we look at people with 25 million or more of investible assets across all households in the US, 90% are entrepreneurs. And at the 5 to 25 million of investible assets, it’s three out of four. So at CEG Worldwide, we’ve always wanted to really understand advisors. And we said we’ll partner with Dan and his passion with entrepreneurs, we’ll go ahead and study them so that we can bring insights on how we can better serve them. And the very first thing we want to do is understand, yeah, there’s very different stages that we see of entrepreneurs and we talk about the whole concept of The Greater Game. And the idea here is we wanted to identify… And I’ll share some PowerPoint slides. I know a lot of us are listening and I just want to walk through this, but Louis will have it in show notes, his team will. We really saw four areas. The first one was level one, stage one was foundation for freedom. They had ambition, the vision, but they really needed security. And Dan calls this, and I love this term, “cash confidence.” But it’s really using a financial advisor to have security. And one of the things, the last time I was on with you, Louis, we talked about there’s 59.2% of entrepreneurs who want to switch advisors because they don’t believe they have that security. And that’s kind of the foundation. And this is why you’re never going to read a more friendly financial advisor book for entrepreneurs than this because in our coaching program, we’re developing workshops and so on to bring this message out. And then the second level is where now we saw… and there were four levels. Dan and I identified 5.4% of these entrepreneurs that were just killing it and they were going through all four levels. The second level was energy for expansion. They were very motivated, they were excited about getting up and really the intellectual property, and Dan’s been one of the big leaders in this, is so much of what we know… And as I go through this too, I want every one of the advisors to think about it’s not only your entrepreneurial clients, this is for you too, is having this intellectual property, getting it out of your head so that your business is not founder-dependent or personality-dependent. You’ve got this enterprise. And then, the third level where it really took off was collaboration and multiplication. And Dan talked about the power of community and this is so big. And for advisors, the community is often working with other professionals, the accountants, the attorneys, the investment bankers. Matter of fact, when we survey, we found that 40% of the people with 25 million or more that they invest with an advisor came through an investment banker. So creating that community, teamwork, having the right team and then autonomy. Can you step away from your practice? The entrepreneurs step away 30 days, 60 days, 90 days, making that independence, moving from the founder-dependent to the enterprise. And the last level was exponential. And this is all along the way, the AI opportunities to accelerate this and augment this is really real, but the agency where the blue ocean, creating new markets, then getting the commitment and courage. And at each of these levels, we saw different entrepreneurs just really taking off. And one of the things that’s so important, Louis, for what we’re talking about today is advisors all are ready to treat stage one, the foundation for freedom, but they don’t really understand the other stages, and that’s really what entrepreneurs want. So if you want to work in this market, it’s very important for you to understand what you can do to help. The difference is often for an entrepreneur, a three to five multiplier versus 15, the level one or stage one to stage four. And this is where it gets really exciting. Louis Diamond: This would be a question for John. You found, and he’s mentioned it, that only 5.4% of entrepreneurs operate as architects versus optimizers. Can you explain the difference between those two personas? John Bowen: Well, I’m going to set up the research and let Dan really bring it home. But Dan and I came up with this framework, The Greater Game and the 10 Multipliers, and we’ve got that and we’re putting it in order and we wanted to really confirm. And everything we do is empirical research. So we reached out to 1,000 very successful entrepreneurs, 1,016. And it became very clear that the 5.4% of them were actually executing on all these levels and they were just distancing everyone else. And what we came up with, and Dan mentioned it earlier, that his book, 10x Is Easier Than 2x, but we said, what we’re seeing… and we’ve got a whole bunch, I think it’s 26 stories in the book of entrepreneurs, we’re seeing so many people blow this out that 100x is easier than 2x, and it forces a whole different mindset where if you’re optimizing, you’re kind of looking incrementally. But when you step back as an architect, big picture, wow, huge opportunity, both for entrepreneurs and advisors that are entrepreneurs to make a real big difference. This is something you’ve really coached to and had the privilege of working with thousands of entrepreneurs helping them on that journey. Dan Sullivan: Yeah. One of the things that was confusing for me, Lou, when I first started coaching, because everybody who came in to coach, you remember when you came into your first Chicago workshop, that everybody in the room was motivated. I’m not a motivational speaker. I don’t have to motivate the entrepreneurs who are in Coach. They’re already motivated. The problem is the focus of their ambition and focus. And what we discovered was that there were two types that showed up. I didn’t really understand it, but they’re what I call status-oriented entrepreneurs. And what they are when they were a kid, they didn’t have anything. Their family wasn’t at the top of the pole. When they were born, they grew up in a certain community, but there were certain people who lived in the right part of town and they had really big houses and everything about their lifestyle was way above everybody else in the lifestyle. And they saw the lack of what they had, because of the way they were born, that they were going to match it. But the matching was based in not only what the big home looks like. They’ve got other homes, they’ve got vacation homes. They belong to clubs. There’s clubs for the winners, and the losers aren’t part of those clubs, golf courses and boating clubs and everything else. And what I noticed was their motivation was simply to get to that point where they had the same sort of status. And they’re interesting for a while, but once they’ve gotten to that level of status, they’re not interesting anymore. They go on cruise control at that point and they just want to stay within that framework. But the really interesting entrepreneurs, and we really highlight them in the book, it’s just about growth. So when they get to one level, they say, “That’s great. Okay, now I’ve got a new baseline and now I want to grow even further.” And we have one story, very, very interesting. When he came into my Chicago workshop, I met him and he said, “I’ve got a big engineering company.” This is Paul VanDuyne. He’s out of the Quad City area of Iowa. And he says, “My ambition for your program is for three years, I’m just going to plan my retirement.” And I said, “Well, we’ve got some thoughts about that.” So I said, “Just do your first workshop and we’ll talk about it 90 days from now.” And he came back and he had an entirely different game plan, and he’s grown basically 250 times in his last 13 years. He’s completely transformed the industry that he’s in and he had this growth. So what we’re looking for in The Greater Game, we’re looking for those entrepreneurs who are already successful, but they don’t see any stopping point. They’ll grow to one level and then they say, “Okay, that’s the new baseline. Now I grow to another level.” Meanwhile, three years ago, what happened is the world got a new capability called AI. AI, you’re not talking 10x. If you use it properly… a lot of people are in the very early stages here, but we can see the ones who are applying it for growth. John has set up an entire research structure just to measure the people, and what are the people who are just motivated by growth? They don’t see any stopping point. They don’t see any retirement age. They’re just growing. They’re in better health now than they were when they started their ambition. One of the great breakthroughs we’re having now is the impact of AI on physical fitness and health right now. And so you have 70-year-olds now who are way more ambitious at 70 than they were at 50. So we think a whole new world is being created in front of us, but there isn’t the research to measure what the real winners of this new game are actually doing. And The Greater Game is a lot of Strategic Coach thinking tools, but it’s also the phenomenal research that John is doing, and we’re measuring exactly what are these people who just constantly grow, what are they actually doing? John Bowen: Louis, if I can jump in, I want to go back to Paul just for a second because he was going to do something classical, and Dan is also my coach and I was going to do something similar. Paul told Dan that he was going to retire at 65, and his wife. And he were going to open up a little mom-and-pop coffee shop. And the reason so many of the entrepreneurs are caught in the 2x optimization is they’re grinding it out. They’re working harder to be more successful and the desire to do that isn’t very high. That’s why you retire. On the other hand, what we found, the ones working on 100x are building platforms and ecosystems. They’re architected. And as we were writing the book, CEG grew by 58%. I’m going to give a lot of credit to the book, because as Dan and I were working on the processes, I wanted to walk all the talks. This is where the world is changing. I want everybody to think as a financial advisor, you’re being served twice, one with The Greater Game, they don’t care about a few basis points on returns. That’s table stakes. So much of the level one is taking care of the investment side, mitigating taxes, taking care of the areas, protecting the assets, some charitable planning, maybe shoot in some succession planning. I can tell you only 6% of the entrepreneurs actually feel they’re getting that from you, but that’s only level one. If you can help them from each of the stages, stage one through four, and help them create that vision, they’re going to love you to death. Because many of them want to continue in this path and create tremendous value, bigger impact, not creating legacies in the sense of enduring legacies, but active legacies. Last year, my wife and I set up a private foundation. I called it The Greater Game Foundation. I just love this so much, the difference that you can make, and I want to do it while I’m living, not while I’m gone type of thing. I think that’s one Dan and I very much share. Louis Diamond: Awesome. You wrote the book 10x Is Easier Than 2x, but now you’re claiming 100x is easier than 2x. How can that be the case? Dan Sullivan: The interesting thing, one of my points of proof on the original idea, the 10x Mind Expander, I use a lot of what the entrepreneurs have already done to prove the future. In other words, I said… You’ll remember the exercise, Lou. And I said, “I want you to pick your best number.” Everybody’s got a best number. It’s revenue, it’s net worth, whatever. And I said, “I just want you to multiply by 10.” And immediately there’s this reaction. He says, “You know how hard it was to get to just where I am 10 times?” And I said, “Well, you’ve already done 10 times. You’ve probably done 10 times twice. So let’s go back to the beginning. When were you 1/10 of where you are right now?” And they can nail it. They can tell you the year, they can tell you the month when they were 1/10 of where they were. And I said, “Let’s write the actual structure that got you from 1/10 to where you are right now.” And there’s five stages, and usually it’s an event, it’s a new relationship and all of a sudden they get a big check. And we measure, as entrepreneurs, size of check is a good scorecard. When you’re first starting, you got a $10,000 check, that was the biggest check. But about five years later, you get a $100,000 check, and all of a sudden it seems strange at breakfast, but by dinner you’ve normalized the idea, “Well, I know what it’s like to get a much bigger check, a 10 times check.” And so I have them create five growth stages that took them from where they were 1/10 to where they are right now, and I said, “Now let’s go back and talk about doing 10 times more.” And what they recognize, 80% who’ve got them 10 times the first time is going to be the same. It’s relationship, it’s having a great team, it’s having a simple approach that always works and it’s about the kind end customer. It’s not about them. It’s about who is it that you’re being a hero to in the marketplace. Because the truth is people don’t want to have a lot of relationships as they grow. They’d like to have one relationship to grow. They’d like to have an advisor who’s growing with them. But then John introduced me to the whole world of AI and I said, “We’re not talking 10 times anymore. We’re talking 100 times.” I said, “If you apply this new form of thinking, because it is an entirely new form of thinking, to what you’re doing right now, you can see that 10 times is going to happen just by doing three or four things where you’re eliminating waste, you’re eliminating things that just don’t work anymore, changing relationships, changing teamwork, changing collaborations in the marketplace.” But meanwhile, this new world of thinking is making you healthier. It’s making you more fit. So where before you thought you wouldn’t have the energy at 70, you now have more energy at 70 than you had at 50. So you’re the only one who says when it’s going to stop. I’m 82 in three weeks. We’re having this… I’m 82 and I’m way more ambitious at 82 than I was at 52. And the world is, because the world outside in terms of technological capability and access is way, way bigger in my 82nd year than it was in my 52nd year, and I love the growth. I have to tell you that the greatest point where AI is going to have the impact is going to be making money. The big titans, the Metas, the Googles, the Nvidias, what do they have in common? It’s about the money and where AI is being applied most is how you do new things with money. So that’s where the 100 times now comes from. I’ve normalized it. I said, “We’re not talking a 10x game anymore. We’re talking 100x game.” But the number on the scoreboard isn’t the issue. The scoreboard is, are you actually having fun? Louis Diamond: Yeah, we call it living your best business life. That’s our major barometer in charge. John, I don’t know if you could pull up your slides again, but I want to talk about the bridge between stage two in your pyramid to stage three. So that’s from expertise into scalable property. Can you explain how this relates to a financial advisor or an independent business owner and why this concept is so important for the valuation of a business? John Bowen: The book, it’s written for entrepreneurs, but I wanted to create some bridges while we’re together with Louis on really what’s going on for financial advisors and how you can help them. So if they’re at our stage one, Dan and my stage one of The Greater Game, and they want to go to two, they’re kind of dreaming oftentimes, and we want to help them begin creating the architectural structure. And as an advisor, this is really going to encourage everybody to read chapter two, The Greater Security. It talks about really the VFO, Virtual Family Office structure that they want, and you got to help them get financially solid, building personal wealth outside of the business, tax, estate, insurance, business structure. That’s what we all do today. Then though, if they want to move from level two to three, what we find over and over again, advisors are not equipped to do this, because what we’re taking is that founder where everything’s in its head, we’re now helping them move from just having that expertise to having scalable property. This is that codifying the process of building IP that’s transferable. And this is where the real valuation changes. Now, I’m not asking financial advisors to be the IP experts, but what the entrepreneurs want is they want somebody to help them curate and then coordinate between each of these levels. We go from three to four that the founder is indispensable, oftentimes at three. Now we want the team there to be invincible. And it’s not just the individual team as Dan was talking about. It’s the community. The collaboration is where this really takes off. The noise of AI is making it harder to market, but by partnering, particularly as financial advisors, we can very quickly have groups. One of the reasons why I’m collaborating with Dan, I want to help our financial advisors to work with entrepreneurs. Dan wants that research. So this is the natural collaboration. But they’re interested here in governance, self-managing teams. One of the things that Strategic Coach is brilliant at, the pre-transaction they want. And what we find so often is the indispensable discount. So many businesses sell, if they sell at all, they’re selling for three to five times multiplier, not advisory, but traditional businesses. Well, if you can make it to four, all of a sudden you’re now talking to 10 to 15 times multipliers. And think of it as if I’m a buyer and I’ve been involved in 50-some transactions, what happens is if the business is the guy, the gal, they’re the business, then you’re buying a very expensive job type thing. So let’s just keep a simple one. They’re having a couple million dollars of EBITDA. And let’s say the high range of that, five times EBITDA is $10 million. Well, the difference at 15 times two million is 30. Now, a few basis points I don’t really care about. I really care about capturing that difference. And because there’s a machine working without, I can buy that machine and generate that cash flow and it’s also taking advantage of the vision. And then when we get to level four, this is where most advisors make the biggest mistake is, “I’ve won. I’m at level four. I’ve got tremendous wealth.” Okay, but I’m now looking at significance. And I do want to go, “It’s not enduring legacy I’m looking for. I’m looking for active legacy. I’m looking for family governance.” Do I want to continue to build it like Dan and I’m doing at 70? I’m building the business so I can continue doing it as long as I want to do it. At the same time, and I love the impact we have and I know you do too, Louis, for the impact you have. Why not build the platform that’s going to allow you to do that as long as you want to do that? And if you don’t want to do it, let’s create the most value to transfer. When you start having conversations like that with families, entrepreneur families, it just changes, and very few advisors can do that. And that’s what we’re finding. We have a coaching company, training company, we train those things. They’re winning, quite honestly, almost 100% of the time because entrepreneurs didn’t know that was available to them. Louis Diamond: Interesting. It seems like the difference between stage two in your pyramid, to leap to stage three or four, that seems like a pretty massive pivot point for valuation for building a scalable business, having a self-managing company, et cetera. Do you find or have you seen that advisors or entrepreneurs that are in stage two themselves, they kind of pattern-match when they’re working with their own clients and kind of manage their own clients into stage two, or is it not really connected? John Bowen: I think that once you get the bigger picture and see the greater game, you can help your clients. That is a very small percentage. Remember, it was only 5.4 of when we surveyed successful entrepreneurs were actually playing the greater game, all four levels, the 10 greater multipliers. So I think what we tend to do is we get stuck on what we can do. And all the training is for level one for financial advisors. We don’t know how to guide them through the other levels. And really, the big difference from two to three, Dan and I’ve talked about this a lot, and I think Dan’s one of the biggest champions of this, is collaboration, putting together strategic partnerships. It could be with your competitors. This is for entrepreneurs, competitors, it could be various vendor partnerships. But the ability to open up markets that way when you have now put together in level two your IP, value creation’s huge. For advisors, it’s putting together partnerships with centers of influence. When we survey top financial advisors, 70% of their best clients came through COI, Centers of Influence with accountants, attorneys, investment bankers, and so on. Well, let’s do it on purpose, be successful on purpose. Louis Diamond: Dan, question for you. In all your experience working with successful financial advisors, insurance producers, probably any entrepreneur, what do you feel are the most common things that folks do unintentionally to really hurt their enterprise value even long before, or if ever, they decide to sell their business? Dan Sullivan: Yeah, I think the biggest thing is they stay entirely within their industry. One of the first questions that we ask our entrepreneurs when they come into the program and where you see it most is in the professions: lawyers, accountants, engineers, architects. I’ll say, “Well, what is it that you are?” And they’ll say, “Well, I’m a lawyer. I’m a tax lawyer.” And I said, “Are you a tax lawyer or are you an entrepreneur who has a specialty in tax law?” Okay. It makes a big difference, because if you see yourself as a tax lawyer, then you’re saying that you’re a better paid factory worker. You’re a manual laborer. But if you’re an entrepreneur, it’s a fairly recent idea in human history. There’s always been entrepreneurs, but it wasn’t until about the beginning of the 1800s that you start seeing this really different class of people in the marketplace, who, it didn’t matter how they were born, they were taking advantage of some new multiplier technology. Steam power being a great example. Around 1800, steam power came on. And anybody who had a bright vision for themselves and had the wherewithal to figure out what needs could be satisfied with a new technology, all of a sudden they became rich. They became rich. And it was very disruptive, because up until then it was based on aristocracy and you were born into wealth or you were born into poverty. There was no crossover. So what we’re saying is anybody who comes into Strategic Coach, I said, “I’m not going to tell you anything about your particular industry.” I said, “You know all the best practice people in your industry and they have workshops and they have conferences and you go to them, but they don’t know how to be entrepreneurs. You know how to create a really well-paying job, but you haven’t created a company.” A company is a totally different realm and I would say the vast majority of entrepreneurs, 95% of entrepreneurs haven’t really created a company. They’ve just created a really well-paying job which requires their presence and their attendance. I said, “You don’t get any payout for your company. If you’re the company, you need to have a structure.” I’ll give you an example. We started the company in 1989, and we’re about 270 times what our first year revenues were, and that was a great year. I was very happy for the first year, but we’re about 270 times. Along the way, what I did is I created other coaches so it wasn’t just Dan, the coach. So we have 16 other coaches. And I’ll give you a little example. In 1994, that year our company did 144 workshop days, 36 per quarter. One coach: me. Last year we did 600 workshop days and I did 12. 588 were done by other coaches. And our coaches are great. They’re clients who have coaching instincts and they do it. So about four years ago, I met one of our clients who’s an M&A specialist, and I laid out all the facts just in conversation, “This is our revenues. We have no debt. It’s repeatable income, around 70% is repeatable for one year.” I put the whole structure together. And I said, “So right off the top, I don’t have any relatives on staff.” The first thing they look for, “Any relatives working for you?” And he gave me a number. It was a big number. It was probably four times revenue for that year. He said, “We got a lot of structures.” Then something happened in the marketplace, and this is a great breakthrough that the US Patent Office sometime in the last 10 years recognized that up until about 10 years ago, to get a patent, you had to have a technological component for what you were doing. Sometime in the last 10 years, the patent bureaus decided that the internet is the technological component. So they’ve introduced education and entertainment as patentable processes. So in the last three years, we’ve gotten 82 patents. 82 patents. And these are our thinking tools, Lifetime Extender, Free Focus and Buffer Days. You know the routine that you learn in the first three days, and we’ve got 82 of them. We’re averaging about 25. I get a new patent about every two weeks. So I saw this M&A specialist, and I said, “This has happened in the last three years.” And he said, “Immediately it doubles the valuation of your company.” So what John’s saying here, as you go through the four stages, more and more you get paid for your creativity, retail, you get paid for your retail. But if you structure it, you record it, you package it, it is even greater than what you got paid for your creativity. Louis Diamond: Super interesting personal anecdote, and I appreciate you sharing that because that definitely did drive the point home for me. I see the applicability to probably any industry, but especially to any financial advisor. Dan Sullivan: Oh, yeah. Louis Diamond: The best RIA firms, the best advisors, they pretty much all start off with a cult of personality founder who’s the rainmaker. And then the practices that really grow and scale and are valuable are more platforms. That’s what private equity wants to invest in. And those are the firms that get the higher multiples. Dan Sullivan: Yeah. So the big thing is there’s a really, really great IP lawyer. He’s in our program and he’s made the breakthrough, and he’s the first IP lawyer that doesn’t charge by the hour. He charges by the patent. If the IP lawyer charges by the hour, it’s a very slow patent. If he charges by the patent, it’s a very fast patent. But the big thing, he showed a slide that in just big corporations, 1980, you took big corp, Fortune 500, the S&P 500, more than 80% of their valuation was tangible. It was property, it was real estate, it was fleets, it was equipment. Last year, more than 80% were intangibles. It was your ideas, intellectual. If you look at Elon Musk, it’s all intellectual capital. If you look at Meta, you look at anything, it’s intellectual. It’s not tangibles. So we’ve entered into that new world and AI has introduced us to that new world. It’s new processes, new structures, new approaches and it’s really interesting. It’s hard for entrepreneurs to get their idea that your creativity is actually property. Louis Diamond: It sounds like the ultimate challenge for anyone listening is translate your process, your ideas, the stuff that you’re doing by instinct as you both had said, and turn it into something patentable or something repeatable that another advisor, another executive, another owner can pick up and deploy and scale. John Bowen: We share the process in chapter four. It’s the fourth greater multiplier. And we actually share Caldwell, the attorney that Dan’s talking about, his story and the value creation. He’s now the major player in that space. And this is where we as advisors, we’re given a twofer, Dan and Louis, is that you can help your clients, but you can do this yourself too. You’ve been involved in a number of large transactions. The difference, I had a $2 billion advisory practice I sold in ’98, and we sold for 16 times earnings. And a big part of it, we were in that blue ocean. We had agents that we created and strategic process that would run without me, and it did type thing. And it continued to grow and went for about 10 fold what I sold for a number of years later. This is something that’s very real. Louis Diamond: Absolutely. I got two more questions for you guys because I know you’re both busy. For an advisor who feels like they’ve won the growth game, they grow 10, 15, 20% per year, they’re charged up, they’re on the Barron’s list, the Forbes list, they’re hitting their AUM milestones, they built an amazing team, they have a family member in the business. They have everything that anyone could want. What does the next game look like for them? What’s the next frontier once you’ve achieved all those things that from the outside looking in, seems like you have it all? What’s the next game to play? John Bowen: Well, we’re going to both say The Greater Game, but the- Dan Sullivan: Well, tell them about the dashboard, John, because the book is just part of the deal here. It gives you the landscape. There’s a great tool that comes with the book. So tell them about the dashboard. John Bowen: Really what we wanted to do is to create kind of a community just around the book. Dan and I and team built a dashboard. We were very creative on naming, thegreatergamedashboard.com. You can go in and we’re now studying every month over 500 successful entrepreneurs. We have that data in here. You’ll be able to see how you compare at each of these stages, the four stages, the 10 multipliers. And you’re going to get specific recommendations. This is for entrepreneurs. But again, you should do it. If you’re a financial advisor, you have an equity ownership, you should definitely be doing it as well. And one of the things that we see over and over again, and Louis, you probably see this a lot in the conversations. They have advisors who have already won. They don’t know what the next game is. And it’s easy to check out at that point. It’s easy to frustrate the next generation of leaders and so on. If you take the time to really see what the opportunities are and architect to realize that vision, you can create, whether it’s selling the practice, creating tremendous value there or designing a role for yourself, maybe it’s executive chairman type for that business that you can guide it with the vision and what you’ve brought and strategy. But bring that team up. That’s going to create so much value, so much impact and you can design it for the life that you want. And that’s where I get very excited. Louis Diamond: I can hear the passion in your voice. Dan, let’s finish with you. Given all of your experience working with entrepreneurs, advisors, business owners, et cetera, what’s the one move that you’ve seen the most successful entrepreneurs in your orbit make that’s changed the trajectory of their firms and their life more than anything else? Dan Sullivan: I’ll answer it in a little roundabout way. Periodically, I have a thinking tool. I said, “If everything was taken away from you as an entrepreneur and they moved you 1,000 miles away, what’s the one thing that you would take with you? It has to be portable. So what is the most portable thing that you have that you would start over again with the greatest value that you had created previously? What would it be? And then you would rebuild what you’ve already created, but you would do it much faster. What would be the one thing?” It’s an interesting thought. But in our concept, it’s called unique ability, that there’s something about you, as an individual, that first of all gave you enough confidence to become an entrepreneur because it’s risky. It’s a risky proposition. It’s guessing and betting and it’s risky business and it’s unique ability. So the starting point for all growth in Strategic Coach is that there’s something about you that’s absolutely unique. You don’t have any competitors on this and it has two qualities. One is that you’re so good at it, you don’t take it seriously. You’ve done this since you were a child and it just comes to you naturally and you don’t see the significance of it. When you’re in Coach, you start seeing the significance of it. And the second thing is you just absolutely love doing it. It’s what you love doing most of all. It comes to you naturally. You don’t even have to think about it. And then you begin to realize that anything else you’re doing as the founder and the owner of your company, probably somebody else can do. So you’re doing 20 things, but really you should be doing three things. The other 17 things still need to be done but not by you. And that’s the breakthrough. You have to simplify in order to multiply. Louis Diamond: I absolutely love that. I know when I was in Coach, that was my biggest takeaway or realization was figuring out what my unique ability was because I think the two components,
Today, I have the pleasure of speaking with Sarah Thorpe Scott, an executive coach and advisor working at the intersection of leadership, capital, and family enterprise systems. She supports executives, investors, and multigenerational families navigating the moments that matter, including succession, wealth transfer, leadership transitions, governance decisions, and spouses marrying into family systems. Her work focuses on the emotional and relational dynamics that often sit beneath these moments, helping families prepare the next generation for leadership and stewardship while strengthening the dialogue and trust required for long-term success across generations. Sarah is the Founder of Thorpe Scott Coaching & Advisory, Coach-in-Residence at Bedrock, a global multi-family office with offices in Geneva, London, and Monaco, and a Special Advisor to Horizons, a member network of millennial next-generation leaders and investors. Sarah began her career in investment banking at Credit Suisse in New York and later worked across leading media organizations including CNBC and Forbes. She went on to hold senior leadership roles at The New York Times, where she became Managing Director, EMEA, leading global teams and executing dozens of complex, multi-million-dollar partnerships with multinational organizations across virtually every major industry. Married into a fifth-generation family enterprise herself, Sarah brings both professional rigor and lived experience to her work with family offices, next-generation leaders, and the executives and advisors who work alongside them. She has served as Chair of the Young Vic Development Board and the Duke UK Alumni Board. We delve into the topic of spousal integration into UHNW families and the experiences of spouses within the broader family enterprise. We start by having Sarah sharing her observations on how family structures see and treat spouses today, and how enterprise family systems are organized to receive and engage spouses and in-laws. Sarah describes how spousal integration works presently, outlining the typical experience of a spouse joining a multigenerational family of wealth. She highlights some of the common challenges faced by spouses entering these sometimes-complex family systems. One common, and often controversial, practical tool that is part of the spousal integration process is the prenuptial agreement. Sarah shares her thoughts and lived experiences on how well prenups work and offers her views on where there may be room to improve and enhance the experience of the soon-to-be-married couple going through the process. Finally, Sarah lays out her vision and roadmap for a better spousal integration process, including the elements, the approach, and the spirit that can provide a more positive, engaging, and pleasant experience for spouses and the entire family. Enjoy this illuminating conversation with a highly regarded family member-turned-practitioner providing thought leadership in the spousal integration topic that impacts every enterprising family.
Former Kansas City Chiefs offensive lineman Joe Valerio is out of town, but Forbes.com writer Jeff Fedotin analyzes not only the latest news from Chiefs minicamp, but also the signing of L'Jarius Sneed and the contract extension of Patrick Mahomes. Jeff explains why the Sneed reunion is a wise move and breaks down the numbers from Mahomes' contract. He also provides the latest updates regarding the wide receiver room. Agree or disagree with us? Let us know on X: @joevalerio73 and @JFedotin. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
A top-producing annuity-focused agent, global annuity trainer, and recognized as one of the most influential voices in the annuity space. He has sold millions in annuities virtually and in person.He continues to test new ideas, develop new tools, and stay on the front lines as a daily producer so the training advisors get is always current, practical, and built from real experience.What Tracy Brings to the Table✦ Actively producing an expert. Not just theory.✦ Creator of AG Simulator and AG Academy✦ Expert contributor to Aspire Mag., U.S. News, Insurance News Net, Forbes, and more✦ Knowledge-Based Sales Practice✦ Virtual and in-person sales experience across all markets✦ Known for an educational, client-first approachGod first.Father of 3 boys.Husband to wife Elizabeth. Been together 13 years.Learn more: http://www.theannuitygiants.com/Influential Entrepreneurs with Mike Saundershttps://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/Source: https://businessinnovatorsradio.com/interview-with-tracy-lownsberry-founder-of-the-annuity-giants
Larry Ellison's fortune declined by more than $10 billion on Tuesday, dropping him behind Jeff Bezos to the No. 5 spot among the wealthiest as Oracle shares stumbled amid another broad decline for tech stocks. Shares of Oracle dropped by more than 4% as of Tuesday afternoon, extending losses of 17% over the last week, as other tech stocks headlined declines across the stock market, including Marvell (11.5%), AMD (7.2%), Micron (5.9%), Apple (3.8%) and Nvidia (2.6%). The latest intraday slide for Oracle lowered Ellison's net worth by $10.4 billion, valued at $249.7 billion, ranking him behind Amazon's Bezos ($252 billion) and Google cofounders Sergey Brin ($272.7 billion) and Larry Page ($295.6 billion), according to Forbes' Real-Time Billionaires list. Learn more about your ad choices. Visit megaphone.fm/adchoices
Jimmy Carter hosted an ice skating exhibition at the White House, and George W. Bush once staged a friendly game of T-ball at 1600 Pennsylvania Avenue, but the prospect of mixed martial arts fights on the South Lawn would have never arisen if anyone other than Donald Trump were president and anyone other than Dana White ran the UFC. When Trump, a longtime fan of the fight promotion and steadfast friend to its chief executive, first suggested the idea to White at a UFC event last April, the pugnacious promoter said he would do it without hesitation. “He knows the day he asked me to do this event that I was going to show up and deliver,” White tells Forbes. “I love that type of stuff. Tell me it can't be done, tell me it's a huge challenge, tell me it's going to cost us a bunch of money. Tell me this, that. That's the stuff that I run right into.” White's tenure with the UFC has been defined by audacious risk-taking, propelling the company over the last 25 years from a bloody sideshow into a $1.5 billion (revenue) sports powerhouse. But Freedom 250 on June 14 (not coincidentally President Trump's birthday) is, even by his standards, “difficult on a whole other level.” In addition to the 4,300-seat outdoor venue that has now been erected on the South Lawn—and its 87-foot canopy, which towers above the White House itself—the weekend will include a press conference at the Lincoln Memorial and a two-day fan fest for as many as 85,000 people at the Ellipse. (The president likes the temporary structure so much he compared it to the Eiffel Tower, saying this week, “Maybe we'll never, ever take it down.”) Because the UFC controls its own TV productions, it will pick up the tab for not only the infrastructure but also the broadcasts, with nine production trucks' worth of equipment and crew. By Matt Craig, Reporter Learn more about your ad choices. Visit megaphone.fm/adchoices
Keith Ferrazzi is Chairman of Ferrazzi Greenlight and its Research Institute. He is the author of the #1 New York Times bestseller Who's Got Your Back and bestsellers like Never Eat Alone, Leading Without Authority, and Competing in the New World of Work. He is a frequent contributor to Harvard Business Review, the Wall Street Journal, Fast Company, Forbes, Inc, Fortune, and other many other publications. He is also the author of a new book, which launches today, called Never Lead Alone. In his third appearance on the Elevate Podcast, Keith joined host Robert Glazer to discuss his new book, the move from leadership to teamship, and much more. Thank you to the sponsors of The Elevate Podcast Shopify: shopify.com/elevate Framer: framer.com/elevate Indeed: indeed.com/elevate Ethos Life: ethos.com/elevate Keeper Security: keepersecurity.com/ELEVATE Fora Travel: foratravel.com/elevate Northwest Registered Agent: northwestregisteredagent.com/elevate Whatnot: Search "Whatnot" in the app store to download Learn more about your ad choices. Visit megaphone.fm/adchoices
We welcome Shelly Kapoor Collins, founder of Shatter Fund, powerhouse venture capitalist, and policy advisor, recorded live in a fast-paced, hard-hitting hot seat at the Wellist Wellness Week Miami 2026. Named one of Forbes' “40 Women to Watch Over 40” and a prominent tech advisor to the Obama and Harris administrations, Shelly is on a mission to rewrite the traditional venture capital playbook.In this brief but powerful conversation, Seb and Shelly deconstruct the deep-seated biases of traditional VC funding and explore why "pattern recognition" is broken. From her contrarian investment strategy at the Shatter Fund to why she views energy and intuition as legitimate business data, Shelly delivers a masterclass on finding alpha in untapped markets and tackling society's trillion-dollar bottlenecks.Topics DiscussedRapid-Fire "Smash or Pass" for FoundersUncovering Alpha by Ignoring VC PatternsAccess as the Ultimate Innovation LeverEnergy and Reiki in High-Stakes BusinessThe Trillion-Dollar Mental Health Productivity DrainMoving Beyond the "Female Founder" LabelThe Non-Profit Missing Piece for True SuccessConnect with Shelly on LinkedInConnect with Sebastian on InstagramSebastianNaum.com
Become a supporter of The Real Science of Sport, and get ad free shows, exclusive Applied Science shows, and access to our Forums and chat rooms. Plus, you can join our growing Zwift racing community and take on Gareth and Ross in a weekly TT! A monthly pledge is all it takes!In this show:Switzerland's Audrey Werro delivered a stunning plot twist in the women's 800m, running the third fastest time in history (1:53.98) in Stockholm to beat a personal best from Keely Hodgkinson. Suddenly the world record conversation has two names in it. We discuss Werro's emergence and potential, the tactical error that may have cost Hodgkinson slightly, and what this means for the possibilities that the oldest world record in the sport falls this yearWhere does Femke Bol fit into all this? The Dutch 400m hurdles star changed events in search of new challenges, but the event is evolving so fast that the challenge looks significantly greater and she's not even raced outdoors yet! We discuss whether her 400 meter speed is a genuine weapon or whether the 400-800 double is as rare as it is for good reasonCooper Lutkenhaus is the most exciting teenager in track and field, already a world indoor champion, and now a Diamond League winner. We talk about his pedigree and potential, with Gareth nothing a multi-sport background that augurs well for his longevity. Challenges and 'road bumps' await, but he has a ceiling that may lie beyond the current world recordKirsty Coventry said she doesn't believe in paying Olympic athletes, and it has not landed well. Global Athlete has responded with a proposal for interim payments and a breakdown of the IOC's finances that is staggering. The IOC is sitting on nearly five billion dollars in reserves, and Global Athlete are asking for eight percent of the Paris broadcasting revenue. We ponder why Coventry made that statement knowing it would invite significant blowback, and what it reveals about the pressure she is under from inside the IOC. We also speculate on whether there are any good reasons to avoid paying Olympic athletesAnna van der Breggen lost the women's Giro on the final day from the pink jersey, her second Grand Tour lead lost this year. We explore why smaller team sizes in the women's peloton make tactical racing both more unpredictable and more compelling, and why the women's Tour de France is shaping up to be exceptionalThe UCI's weekly rule update: no more front jersey pockets, bike computers limited in size, finishing straights must now be at least 200 meters, and an appeal against the Belgian court ruling on gear ratios. We work through each one, pick out the ones that make sense and the ones that really don't, and ask again why the SAFER data hasn't been made public to respond some of the criticisms the UCI are receivingChristian Eriksen collapsed again during an international friendly, this time saved by his implantable cardioverter defibrillator. Ross explains what the device actually does, how often it fires appropriately versus inappropriately, and why Erikison's second event raises serious questions about whether continuing to play is tenableAnd finally, a listener on Discourse solved the mystery of why Shohei Ohtani's baseball salary looked so low on the Forbes rich list. The answer involves 68 million dollars per year deferred over a decade, void years, ghost contracts, and some of the most creative accounting in professional sport Hosted on Acast. See acast.com/privacy for more information.
Discover the step-by-step system that turns accountants and attorneys into weekly referral sources for your advisory practice. In this episode of the Registered Investment Advisor Podcast, Seth Greene, Founder and CEO of Market Domination, reveals the Dream 50 referral process, designed to help registered investment advisors secure consistent weekly referrals from professional centers of influence. Drawing on decades of experience and work with more than 83 RIAs, Seth explains how to define target markets, warm up influencers through social engagement, and convert relationships into high-value leads. He also shares real client examples and the tools needed to implement this process efficiently, demonstrating how it can generate significant revenue with minimal time investment. Key Takeaways: → Define your target market precisely to focus your outreach. → Warm up influencers by engaging with them on social media and leaving reviews. → Convert influencer goodwill into actionable referrals through follow-up and strategic calls. → Capture prospect contact information and implement a multi-channel drip-follow-up system. → Done-for-you implementation by a professional staff ensures scalability and high ROI. Seth Greene is a leading authority on business growth and affiliate marketing, recognized for scaling 50 DREAM affiliates and achieving Inc. 5000 status in 2023. He co-hosts the Sharkpreneur podcast with Shark Tank's Kevin Harrington and is ranked No. 6 among the best business podcasts to listen to. A nine-time best-selling author, Seth has been featured on NBC News, CBS News, Forbes, Inc., and CBS MoneyWatch. He is the only person in history to be nominated three consecutive years for the GKIC Marketer of the Year award. A serial entrepreneur, he has founded four successful businesses and continues to guide entrepreneurs in scaling, visibility, and building profitable ecosystems. Connect With Seth: Website: https://marketdominationllc.com/ Instagram: https://www.instagram.com/_marketdomination X: https://x.com/mktdominationus Facebook: https://www.facebook.com/MarketDominationLLC LinkedIn: https://www.linkedin.com/company/market-domination-llc Learn more about your ad choices. Visit megaphone.fm/adchoices
When a workplace is moving a million miles an hour, the natural instinct is to rely solely on technology and efficiency to get things done. Mike Robbins believes this is a missed opportunity. He challenges leaders to prioritize human connection, leaning into the "analog" skills of authentic leadership and vulnerability to build high-performing teams. Joe Mull welcomes Mike to the Boss Better Now podcast for a heartfelt conversation about building stronger and more connected teams. As a former professional baseball player, renowned speaker, and author of five books, Mike draws on a lifetime of teamwork experiences to help leaders cultivate environments where people perform at their best because they feel psychologically safe, valued, and connected. Throughout the discussion, Mike outlines his Authenticity Equation and explains why giving people the space to be honest and imperfect is vital for driving trust in the workplace. He also shares compelling stories from his own life, from getting drafted right out of high school by the New York Yankees to a defining moment with his high school basketball coach, to illustrate the importance of celebrating effort over outcome and modeling the behavior you want to see. In this episode, you'll learn:
WHAT IFWhat if you've done everything right — the climb, the grind, the sacrifices — and the exhaustion you feel isn't a personal failing, but proof that the system was never designed for you to win? Meghan French Dunbar spent over a decade interviewing more than 1,000 leaders to find the ones who figured out how to succeed without destroying themselves — and what she found will change how you define the whole game.SUMMARY & GUEST INTROMeghan French Dunbar is the co-founder of Conscious Company Magazine, creator of the World Changing Women Summit, TEDx speaker, Forbes and Fast Company contributor, host of the podcast Unbehaved, and author of This Isn't Working — a book born from her own collapse on the floor mid-panic attack and the two years of soul-searching that followed. After interviewing nearly 100 additional leaders for the book, Meghan identified a clear, research-backed playbook used by grounded, thriving women at the top — and it looks nothing like what we've been sold. Her work sits at the exact intersection of Erica's mission: naming what's broken, refusing to accept it as normal, and giving women a real path forward.INSIDE THE EPISODEThe panic attack that started it all. Meghan hits the floor of her guest room in 2017 — CEO, six months of runway left, 85-pound dog on her heels — and what she did the next morning says everything about the trap high-achieving women are in.The intrinsic vs. extrinsic success split. The one mindset shift every grounded, thriving leader Meghan interviewed had made — and the University of Rochester research that proves it's not just philosophy, it's survival.What "enough" actually looks like in practice. Meghan and her husband built a concrete definition of enough for their family — and how they use it as a hard line when a case or contract threatens to cross it. This is not abstract. This is a system.The ideal life statement exercise. Before you can change anything, you have to write down what you actually want. Meghan walks through why most people have never done this — and what happens when their current life and their ideal life don't match at all.For the woman who can't just quit. The long-game strategy Meghan got from the women she interviewed, including the internal play one leader ran inside a global consulting firm that gave her an exit ramp years later — without blowing up her life.Your boundaries are modeling behavior. "You cannot expect people to respect your boundaries if you don't respect them yourself." Meghan no longer has work email or Slack on her phone. Full stop. And she explains exactly why that matters for every person on your team.The stat that stops the room. 70% of people say their manager or boss has as much or more impact on their mental health than their spouse. If you lead people, this one is not optional listening.RESOURCES & LINKSBook: This Isn't Working by Meghan French DunbarWebsite: meganfrenchdunbar.comPodcast: Unbehaved with Meghan French DunbarLinkedIn: Meghan French DunbarHer Collective: Send Erica a DM. She'll invite you to sit in on a live Her Collective session as her personal guest. No pressure, no strings attached. BUY THE BOOK - Glass Ceilings and Sticky FloorsConnect with me on LinkedInBe a Book Launch Insider!!!My FREE 5x5 Starter Kit for LinkedInFREE WEEKLY SUCCESS PLANNERJoin our Facebook Group! Find me on InstagramCheck out our PINS on PinterestAnd YES - I'm on TikTok!
There is a moment in every conversation about cybercrime when the criminal stops being a shadow and becomes a person with a desk, a calendar, and a complaint about Monday. That moment is the one that interests me. For years I've been told cybersecurity is a technical problem. Firewalls, patches, acronyms nobody outside the room understands. And it is, partly. But sit with Geoff White for fifteen minutes at InfoSecurity Europe and the technical layer becomes what it always was underneath: people. People who get out of bed, argue with their partners, drink too much vodka after a breakup, and worry about a grandmother in the hospital — while running an extortion racket that, somewhere else, is shutting down the hospital treating someone else's grandmother. Geoff is an investigative journalist and author who has built a career out of refusing to let crime stay abstract. His new BBC series, Cyber Hack — the strand that grew out of The Lazarus Heist — turns its attention to one of the world's biggest ransomware gangs, Conti. And here is the detail that stayed with me: he has read their mail. Three hundred thousand internal messages, leaked, written by the criminals themselves when they assumed no one was watching. A journalist's candy store, as he called it. Also a nightmare — in Russian, thick with slang, mistranslated so often that “Bitcoin” comes out as “cue ball” and money hides behind the word for “grandmothers.” What fascinates me is not the heist. It is the self-portrait. Because the gang does not see a gang. They see a company. They have clients, they say. Customers. Negotiations conducted professionally. Some of them even hand the victim a report afterward — here is how we got in, here is what you should fix — as though extortion were a security audit with an invoice attached. Geoff has a theory I find hard to argue with: extortion is exhausting work for a smart person to do every day, so the brain quietly rewrites the job description. Criminal becomes businessman. The part that knows the truth shrinks. The story they tell themselves takes over. I'm Italian, so of course The Godfather arrived uninvited in the middle of our conversation. It's a business. Nothing personal. We laughed — I get to make that joke and Geoff doesn't — but underneath the laugh is something genuinely unsettling, and it has nothing to do with hackers. It's about all of us. We are all narrating ourselves into the people we'd prefer to be. The ransomware gang simply does it with higher stakes and worse intentions. This is why storytelling isn't decoration on top of cybersecurity. It's the only tool that makes the invisible visible. Geoff's last BBC series landed at number seven on the US charts, a few slots below Joe Rogan, because he tells these stories as stories — with the technical iceberg sitting safely below the waterline. People learn when they aren't being lectured. And we should learn, quickly. The same week I'm laughing about cue balls, Geoff describes cloning his own mother's voice with an AI tool and phoning her. She thought the line was just a little muffled. I told him what I tell my parents: if anything feels strange, hang up and call me directly. A pre-digital instinct, used as armor against a very digital trick. So what do we carry forward, and what do we leave behind? We carry the stories. We leave behind the comfortable idea that any of this is happening somewhere else, to someone else. The new season of Cyber Hack is expected in July. Listen to it — not because it will scare you, though it might, but because it makes a hidden world legible, and legibility is where every defense we have begins. Geoff's books and the show are linked below. And if you'd like more of these conversations, subscribe to the newsletter at marcociappelli.com. Let's keep thinking. — Marco Co-Founder ITSPmagazine & Studio C60 | Creative Director | Branding & Marketing Advisor | Personal Branding Coach | Journalist | Writer | Podcast: An Analog Brain In A Digital Age ⚠️ Beware: Pigs May Fly |
Bourbon Lore is a luxury whiskey lifestyle brand and community centered around rare American whiskey, especially bourbon and rye. It was founded by entrepreneur Mason Walker and whiskey historian/author Clay Risen. The company combines ultra-rare whiskey collecting, storytelling, travel experiences, exclusive bottle releases, and educational content. On this episode of The Wednesday Match Play Podcast, brought to you by Eden Mill St Andrews, Mason takes us back to where it all began, working in an antique shop, recalling his first sip of whiskey, and building what would become an impressive collection. He walks us through the journey for anyone new to the spirit and shares where to find the best bottles. We also dive into Bourbon Lore, how it started, the exclusive experiences they offer, proper glassware, and even a recent feature in Forbes. This was a historic conversation and an honor to have Mason on the show. Let's tee off.
Today is the global launch day for Resonance — a book six years in the making, written and rewritten three times, nearly lost to financial collapse, and finally cracked open in a four-month creative retreat overlooking treetops in Austin, Texas. In this episode, Michael doesn't perform triumph. He reflects on what the journey actually cost: the allies who didn't show up, the editor who quit, the gap between the wedding you romanticize and the marriage you didn't fully reckon with. And then he tells you a story. About a leadership training where he declared, in front of a room full of people, that he would sing "Total Eclipse of the Heart" in public — loud and proud — within a month. About a spontaneous flight to Buenos Aires with no plans and a freshly downloaded Airbnb account. About a border crossing no cab had ever made. About arriving in Chilean Patagonia as the sun set over glacier lakes. And about the moment, in the middle of all of it, when the radio played exactly the song he had promised to sing — and he got out of the van, and he sang it. What followed — gauchos, a sunset, fifty horses released to pasture, and a silence he calls the most beautiful of his life — is not a metaphor for resonance. It is resonance. This is an episode about what happens when you stop waiting to be ready and start singing your song. Michael Trainer has spent 30 years learning from Nobel laureates, neuroscientists, and wisdom keepers worldwide. He's the author of RESONANCE: The Art and Science of Human Connection (March 31, 2026), co-creator of Global Citizen and the Global Citizen Festival, and host of the RESONANCE podcast.Featured in Forbes, Inc, Good Morning America. Follow on YouTube
In this re-release episode of the Live Greatly podcast, Kristel Bauer sits down with former world champion debater and author Dr. Kate Mason to discuss how effective communication can help you build trust, increase your influence, and navigate challenging workplace dynamics with greater confidence. Kate shares practical strategies for becoming more approachable, strengthening relationships, overcoming self-doubt, and communicating effectively in situations where power dynamics are at play. Whether you're looking to elevate your leadership presence, advance your career, or simply become a more confident communicator, this conversation is packed with actionable insights. Tune in now! Key Takeaways From This Episode: A look into Kate Mason Ph.D.'s book, Powerfully Likeable: A Woman's Guide to Effective Communication Tips to increase approachabilty Ways to build trust Suggestions to navigate power imbalances A look into something called Imposing Syndrome and how to counter it Tips to boost likeability How many overachievers may be over preparing ABOUT KATE MASON PH.D. Kate Mason Ph.D. is a former world-champion debater, coach and author. Her book, Powerfully Likeable is the result of over twenty years of working in fast-paced environments of excellence. Her particular niche? Unlocking communication for high-performing women who are at the crossroads of power and likeability. Mason has spent her career working with founders and executives from tech startups to major global brands, like Google, Microsoft, Netflix, Uber and many more. Connect with Kate Order: Powerfully Likeable: A Woman's Guide to Effective Communication Website: https://www.katemason.co/ Instagram: https://www.instagram.com/drkatemason/ Linkedin: https://www.linkedin.com/in/katemasonphd/ About the Host of the Live Greatly podcast, Kristel Bauer: Kristel Bauer is a corporate wellness and performance expert, keynote speaker and TEDx speaker supporting organizations and individuals on their journeys for more happiness and success. She is the author of Work-Life Tango: Finding Happiness, Harmony, and Peak Performance Wherever You Work (John Murray Business November 19, 2024). With Kristel's healthcare background, she provides data driven actionable strategies to leverage happiness and high-power habits to drive growth mindsets, peak performance, profitability, well-being and a culture of excellence. Kristel's keynotes provide insights to "Live Greatly" while promoting leadership development and team building. Kristel is the creator and host of her global top self-improvement podcast, Live Greatly. She is a contributing writer for Entrepreneur, and she is an influencer in the business and wellness space having been recognized as a Top 10 Social Media Influencer of 2021 in Forbes. As an Integrative Medicine Fellow & Physician Assistant having practiced clinically in Integrative Psychiatry, Kristel has a unique perspective into attaining a mindset for more happiness and success. Kristel has presented to groups from the American Gas Association, Bank of America, bp, Commercial Metals Company, General Mills, Northwestern University, Santander Bank and many more. Kristel has been featured in Forbes, Forest & Bluff Magazine, Authority Magazine & Podcast Magazine and she has appeared on ABC 7 Chicago, WGN Daytime Chicago, Fox 4's WDAF-TV's Great Day KC, and Ticker News. Kristel lives in the Fort Lauderdale, Florida area and she can be booked for speaking engagements worldwide. To Book Kristel as a speaker for your next event, click here. Website: www.livegreatly.co Follow Kristel Bauer on: Instagram: @livegreatly_co LinkedIn: Kristel Bauer Twitter: @livegreatly_co Facebook: @livegreatly.co Youtube: Live Greatly, Kristel Bauer To Watch Kristel Bauer's TEDx talk of Redefining Work/Life Balance in a COVID-19 World click here. Click HERE to check out Kristel's corporate wellness and leadership blog Click HERE to check out Kristel's Travel and Wellness Blog Disclaimer: The contents of this podcast are intended for informational and educational purposes only. Always seek the guidance of your physician for any recommendations specific to you or for any questions regarding your specific health, your sleep patterns changes to diet and exercise, or any medical conditions. Always consult your physician before starting any supplements or new lifestyle programs. All information, views and statements shared on the Live Greatly podcast are purely the opinions of the authors, and are not medical advice or treatment recommendations. They have not been evaluated by the food and drug administration. Opinions of guests are their own and Kristel Bauer & this podcast does not endorse or accept responsibility for statements made by guests. Neither Kristel Bauer nor this podcast takes responsibility for possible health consequences of a person or persons following the information in this educational content. Always consult your physician for recommendations specific to you.
Brock Blake is the CEO and co-founder of Lendio, the nation's leading small business finance solutions provider, dedicated to making access to capital faster, simpler, and more transparent for entrepreneurs. Under his leadership, Lendio has helped small business owners secure more than $16 billion in funding, empowering growth and opportunity across industries. An Inc. 500 CEO, national keynote speaker, and Forbes contributor, Brock is widely recognized for his impact on the fintech and small business landscape, including being named Utah's Emerging Executive of the Year. Beyond business success, he is deeply committed to building a strong, values-driven company culture rooted in humility, performance, and service. Through Lendio Gives, Brock has championed global impact—helping provide microloans to underserved entrepreneurs worldwide via Kiva for every loan facilitated on the platform. During the show we discuss: Why most small businesses struggle to get funding—and how to overcome those barriers How lending marketplaces work and why they're changing the game for entrepreneurs What lenders actually look for when approving funding (and how to position yourself) How to match your business with the right type of financing instead of taking the wrong capital The biggest mistakes business owners make when trying to secure funding How Brock scaled Lendio into a market leader in small business lending Why access to capital is a growth strategy—not just a safety net How to simplify the funding process and avoid wasting time with the wrong lenders Resources: https://www.lendio.com/company
On Episode 304 of the Remarkable Retail podcast, co-hosts Steve Dennis and Michael LeBlanc dig into a busy earnings season, the global forces reshaping retail, and the competitive divides separating winners from also-rans. They open with the department store sector, which Steve frames as "The Good, The Bad, and The Ugly." Macy's shows incremental progress and Bloomingdale's posts double-digit growth, but Kohl's stays stuck and JCPenney's latest numbers underscore the structural problems dogging traditional operators. The throughline: shifting market share, real estate decisions, and changing consumer behavior keep narrowing the path forward for the format, and the gap between the sector's healthier players and its laggards continues to widen. From there, the hosts turn to retail's brighter turnaround stories. Victoria's Secret keeps building momentum with stronger comps and improved profitability, while Gap Inc. shows how disciplined brand management and sharper product focus can revive a business. They also weigh the intensifying competition among athleisure brands as the category's leaders pull further ahead and the middle of the pack scrambles to keep up. Value retailing is the episode's recurring theme. TJX, Ross Stores, Burlington, and Five Below all posted strong results, reinforcing the durable consumer shift toward value and the treasure hunt. Steve and Michael explore why off-price keeps outperforming while dollar stores wrestle with a tougher customer—and they spotlight Costco, where fuel, membership economics, and traffic-driving loss leaders keep the warehouse club model ahead of much of the sector. Drawing on his recent travels through Portugal and Spain, Steve shares observations on European retail: the distinct dynamics of specialty players, the enduring pull of department stores like El Corte Inglés, and one of the world's most remarkable retail experiences, Livraria Lello in Porto, a bookstore so beloved that shoppers pay admission and book a timeslot just to get in. The episode closes with Walmart's fast-expanding same-day delivery, the rise of faster fulfillment across retail, Saks Global's exit from bankruptcy, and the geopolitical risks looming over supply chains and consumer spending. Michael also previews his visit to T&T Supermarket's first California store—a reminder of how much innovation is still alive in modern grocery. It's a wide-ranging look at a sector where the winners are pulling away and the stragglers are running out of time. Join us at the CommerceNext Growth Show in New York June 23rd and 24th with this exclusive discount code for 10% off general admission tickets and FREE retail tickets: Your code is "REMARKABLE" . See you in the Big Apple! About UsSteve Dennis is a strategic advisor and keynote speaker focused on growth and innovation, who has also been named one of the world's top retail influencers. He is the bestselling author of two books: Leaders Leap: Transforming Your Company at the Speed of Disruption and Remarkable Retail: How To Win & Keep Customers in the Age of Disruption. Steve regularly shares his insights in his role as a Forbes senior retail contributor and on social media.Michael LeBlanc is a senior retail advisor, keynote speaker and media entrepreneur. Michael has delivered keynotes, hosted fire-side discussions hosted senior retail executive on-stage in 1:1 interviews worldwide. Michael produces and hosts a network of leading retail trade podcasts, including The Remarkable Retail Podcast, The Voice of Retail The Food Professor, The FEED powered by Loblaw and the Global eCommerce Leaders podcast. He has been recognized by the NRF as a global Top Retail Voice for 2025 and 2025 and continues to be a ReThink Retail Top Retail Expert for the fifth year in a row.
What do you do when the path ahead is unclear? In this REVERB episode, Andy Stanley and Suzy Gray dive deeper into the uncertainty that often accompanies major life transitions. Expanding on Andy’s conversation with Jim Collins, they explore why seasons of "fog" are a normal part of life, how small steps create momentum when clarity is lacking, and what it looks like to discover your unique encodings so you can spend more time doing what you were made to do. Special thanks to our sponsor BELAY for offering a free download of their latest ebook The Freedom Framework. This resource is designed to help leaders step out of the operational center of gravity and get back to the work that only they can do. Just text the word ANDY to 55123 to claim your free ebook now. Recognized as one of Forbes' 6 Leadership Podcasts To Listen To In 2024 and one of the Best Leadership Podcasts To Stay in the Know for CEOs, according to Industry Leader Magazine. If this podcast has made you a better leader, you can help it by leaving a quick Spotify or Apple Podcasts review. You can visit Spotify or Apple Podcasts, and then go to the “Reviews” section. Thank you for sharing! ____________ Where to find Andy: Instagram: @andy_stanley Facebook: Andy Stanley Official X: @andystanley YouTube: @AndyStanleyOfficial See omnystudio.com/listener for privacy information.
Madison Utendahl returns to the show on the heels of an incredible career pivot and with her burnout in check. Madison has appeared as a guest on the show in her capacity as the Webby-Award-winning and Forbes 30 Under 30 director of the Utendahl Creative Branding Studio, and founding member of Last Week Tonight with John Oliver, Refinery29's 29Rooms, and Museum of Ice Cream. Today she arrives as the Founder of Utendahl Consulting, the magnetic voice behind BURNT on Substack, and a fractional CMO. Madison has proven that she can do it all, and her nervous system tells the story of what happens when she does. During our conversation, we talked all about what having massive ambition and a work ethic in overdrive costs and how she's healing in public. During our chat, Madison walks us through her earliest experiences with ambition, success, and burnout in school and work. She shared that she always knew she wanted more from life than others, and that she was willing to do whatever it took to achieve it. And while she has achieved incredible success, Madison has also learned difficult lessons about burnout and how it manifests itself in her body and mind. We talked about how she came to understand when she needs to take a step back and sometimes away from her professional pursuits and pivot to something new. Madison explained that this can mean a career change, shuttering a successful business, or trying non-Western therapies to find peace and healing. In this incredibly transparent conversation, Madison opens up about the highs and lows of building a fulfilling career and defining success on her own terms and with her mental health intact.Tune in as we discuss:(00:00) Welcome Madison(8:55) How Being Raised In New York Shaped Her Work Ethic(16:00) Her Burnout Triggers(17:50) Taking A Sequential Approach To Life(26:55) How Burnout Shows Up In Her Body(33:33) Experiencing Burnout As An Entrepreneur(40:20) Why She Turned Down A Multi-Million Dollar Opportunity(43:03) How She Ethically Closed Utendahl Creative(49:08) How She Became An Artist and CMO(50:45) Why She Turned To Non-Western Therapy(54:45) Dealing With Intergenerational Trauma & Anxiety(59:00) The Hoffman Process and Ketamine Therapy(01:08:14) How She Navigates Estrangement With Her Mother(01:10:25) Designing Her Day(01:24:01) When She Feels The Most BeautifulRate, Subscribe & Review the Podcast on AppleJoin the Naked Beauty Community on IG: @nakedbeautyplanetThanks for all the love and support. Tag me while you're listening @nakedbeautyplanet & as always love to hear your thoughts :)Check out nakedbeautypodcast.com for all previous episodes & search episodes by topicShop My Favorite Products & Pod Discounts on my ShopMyShelfStay in touch with me: @brookedevardFollow Ruth @madison.utendahl Hosted on Acast. See acast.com/privacy for more information.
From the archive: This episode was originally recorded and published in 2022. Our interviews on Entrepreneurs On Fire are meant to be evergreen, and we do our best to confirm that all offers and URL's in these archive episodes are still relevant. Juliana Garcia, CEO and Colombian immigrant, helps coaches clarify their message, get fully booked, and charge premium prices; featured on ABC, CBS, Forbes, and Millionaire Within Her. Top 3 Value Bombs 1. Keep things simple to find ease in success. 2. Share your story truthfully and empowering, it builds trust and influence. 3. Use the right words to communicate your offer's value and attract premium clients. Visit Juliana's website and sign up for her free Expose Your Truth 2.0 Challenge - Juliana's Website Sponsors HighLevel - The ultimate all-in-one platform for entrepreneurs, marketers, coaches, and agencies. Learn more at HighLevelFire.com. ThriveTime Show - Is your business stuck? Schedule a free consultation with America's number 1 business coach, Clay Clark, at ThrivetimeShow.com/eofire.