Podcasts about scalable

Brendan Kane is a renowned digital strategist, author, and speaker who has built a name for himself by cracking the code on attention in the fast-paced world of social media. With a track record that includes pioneering YouTube influencer campaigns, developing digital platforms for icons like Taylor Swift and Rihanna, and generating over one million followers in just 30 days, Brendan is the go-to expert for understanding storytelling and growth in the digital space. His books, including "One Million Followers," "Hook Point," and "The Guide to Going Viral," have helped thousands master the art and science of authentic, scalable content creation. Brendan's mission is to empower individuals and brands worldwide to stand out, connect meaningfully, and transform their visions into digital success.  Takeaways: Storytelling Is Everything: The foundation of social media success isn't luck or fancy equipment—it's mastering the art of storytelling through authentic formats that fit your personality and purpose. Start Where You Are, Master One Format: You don't need to be a tech wizard or have celebrity status to make an impact. Focus on one content format or platform you resonate with, master it, and then consider diversifying. Social Media Is a Scalable, Accessible Tool: Whatever your business, message, or ambition—social media gives everyone the power to reach millions, drive impact, and even build billion-dollar brands, all with the phone in your pocket. Sound Bites: “It's not about going viral for the sake of virality. True digital success is about the stories that connect people to who we are and what we stand for.” “If you can master authentic storytelling, it doesn't matter if you're a dentist or a rock star—you can build an audience and scale your business.” “Success on social isn't about the platforms you post on, but about how powerfully you tell your story and why the world should care.” Connect & Discover Brendan: Website: https://brendanjkane.com/ YouTube: https://www.youtube.com/c/brendankane Facebook: https://www.facebook.com/BrendanJamesKane/ LinkedIn: https://www.linkedin.com/in/brendanjkane/ Book: The Guide to Going Viral Book: Hook Point Book: One Million Followers: How I Built a Massive Social Following in 30 Days

This episode features David Byrd, Senior Vice President at Infinx, as he walks through a proven four-step prior authorization process that helps reduce denials, accelerate turnaround times, and improve patient access. Listeners will hear how technology and human expertise combine to deliver scalable results across specialties while supporting better patient and staff experiences.

Subscribe to DTC Newsletter - https://dtcnews.link/signupDr. Amy Beckley shares how her personal fertility struggles and scientific background led her to create Proov—a direct‑to‑consumer hormone testing platform that helps women measure PdG (progesterone metabolite), LH, estrogen, and FSH at home. The test, paired with a mobile app, provides an Ovulation Score and personalized guidance, aiming to shift women's health from reactive to proactive.Key Insights:Hormone imbalance affects ~80% of women (PMS, PCOS, infertility, perimenopause). Proov enables these women to spot issues early.Pioneer in FDA‑cleared PdG testing and companion app delivering quantitative hormone data.Early adopters came from fertility awareness communities—not what Amy expected, but critical to traction.Healthcare is not proactive—Proov aims to fill that gap with data, empowerment, and streamlined care via digital prescription options.Business strategy: Lean launch, Amazon traction, VC funding, packaging, internal app team (rather than outsourcing), community listening.Why It Matters for DTC & Founders:A real example of transforming personal pain into scalable DTC medical tech.Demonstrates the push-and-pull between Amazon's convenience and owning the customer via an app/email funnel.Exemplifies iterative product development, regulatory rigor, and educational storytelling in complex health markets.Timestamps:00:00 — Breaking Healthcare & The Birth of Proov02:00 — Amy's Journey: Miscarriages, Science & Building the Product04:00 — Understanding Hormones, Fertility & Proactive Testing08:00 — Fertility Challenges, IVF Costs & Industry Gaps12:00 — Finding Early Adopters & Gaining Traction Through Communities16:00 — Birth Control, Hormonal Imbalances & Long-Term Impacts20:00 — Fundraising, Amazon Strategy & Owning the Customer26:00 — Marketing Challenges, Education & Growing Awareness30:00 — Building the Proov App & Scaling Technology32:00 — Future Growth Plans, Proactive Hormone Health & MissionHashtags:#DTCpodcast #Proov #FertilityAwareness #HormoneHealth #WomenInBusiness #HealthcareInnovation #DTCbrands #AmazonStrategy #StartupGrowth #WomensHealth Subscribe to DTC Newsletter - https://dtcnews.link/signupAdvertise on DTC - https://dtcnews.link/advertiseWork with Pilothouse - https://dtcnews.link/pilothouseFollow us on Instagram & Twitter - @dtcnewsletterWatch this interview on YouTube - https://dtcnews.link/video

⁠Naviga in privacy e sicurezza con ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠NordVPN⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ (#adv). Dopo oltre due anni in cui centinaia di migliaia di persone hanno ascoltato oltre 15 milioni di episodi, è arrivato il momento di far fare a The Bull un salto di qualità. Grandi novità in arrivo! per un'esperienza di The Bull completamente nuova. =============================================== Investi con ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Fineco⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠, 60 trade gratis nei primi sei mesi Investi con ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Scalable⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠, 3,5% di interessi sulla liquidità (*) Prova gratis la newsletter di ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠DataTrek⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ per 15 giorni. Migliaia di libri audioriassunti su ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠4Books⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠. I link sono sponsorizzati e l'Autore potrebbe percepire una commissione. (*) fino al 31/12/2025, offerta valida per i nuovi clienti. Si applicano termini e condizioni. =============================================== ATTENZIONE: I contenuti di questo canale hanno esclusivamente finalità di informare e intrattenere. Le informazioni fornite sul canale hanno valore indicativo e non sono complete circa le caratteristiche dei prodotti menzionati. Chiunque ne faccia uso per fini diversi da quelli puramente informativi cui sono destinati, se ne assume la piena responsabilità. Tutti i riferimenti a singoli strumenti finanziari non devono essere intesi come attività di consulenza in materia di investimenti, né come invito all'acquisto dei prodotti o servizi menzionati. Investire comporta il rischio di perdere il proprio capitale. Investi solo se sei consapevole dei rischi che stai correndo. Learn more about your ad choices. Visit megaphone.fm/adchoices

In this episode of Entrepreneurship Lab, I sit down with Emily Condle, co-founder of Sage HeadSpa, to explore her inspiring journey from running a one-woman party planning business to building a fast-growing, innovative brand in the beauty and wellness industry.Emily shares how her background as a clinical esthetician, combined with the vision she and her business partner had, helped redefine scalp and skin rejuvenation across the US. We talk about the challenges of moving beyond the solo hustle, the importance of innovation in scaling a business, and how Sage HeadSpa is setting new industry standards by integrating cutting-edge technology with personalized care.Whether you're an entrepreneur stuck in the grind of doing everything yourself or you're looking for inspiration to grow and scale, this episode is full of practical insights and motivating takeaways.Enjoy the episode and implement the tips to make your business more successful! Don't forget to subscribe, download and share this episode!

Scientific Sense ® by Gill Eapen: Prof. Kanaka Rajan is Associate Professor of Neurobiology at Harvard Medical School, and a founding faculty member of the Kempner Institute for the Study of Natural and Artificial Intelligence at Harvard University. Her research seeks to understand how important cognitive functions—such as learning, remembering, and deciding—emerge from the cooperative activity of multi-scale neural processes. Please subscribe to this channel:https://www.youtube.com/c/ScientificSense?sub_confirmation=1

GenAI didn't just change how we work — it changed who has access to data. I sat with with Matthew Carroll, CEO of Immuta, at Data + AI Summit by Databricks, and we talked about one of the biggest shifts happening in data right now: everyone in the org is suddenly a data user — whether governance teams are ready for it or not.We covered:- How to scale governance without becoming a blocker- What happens when a marketing manager can chat with a database in plain English — and how to keep control without killing the magic- Why writing one-off policies for each GenAI use case is a fast path to chaos- And the real difference between self-service with guardrails vs just opening the floodgatesMatt had strong views on where policy management needs to go — and how Immuta is helping orgs strike the right balance between agility and accountability.Always a blast hosting, Matthew Carroll on The Ravit Show!!!!#data #ai #datasecurity #immuta #theravitshow

In this episode of “Lead the People,” host Matt Poepsel welcomes AmberLyn Bryant, People & Culture Director at Keyrenter Denver, to explore how behavioral insights and intentional culture-building elevate employee experiences. Drawing from her own evolution through toxic to thriving workplaces, AmberLyn shares how data-driven tools like the Predictive Index are transforming how teams communicate, onboard, and grow. Learn how a personalized approach to leadership and employee reviews is not just a “nice to have,” but a strategic advantage for scaling organizations. This episode is a roadmap for HR professionals and people-first leaders who want to turn culture into a catalyst for performance.   From Our Sponsor: The Predictive Index (PI) is an award-winning talent optimization platform that aligns business strategy with people strategy for optimal business results. More than 60 years of proven science, software, and a curriculum of insightful management workshops make PI the solution for any company looking to design great teams and culture, make objective hiring decisions, foster engagement, and inspire greatness in their people anywhere in the world. More than 10,000 clients and 480+ partners use PI—including Nissan, Citizens Bank, Subway, Blue Cross Blue Shield, and Omni Hotels—across 90+ countries. Learn more at predictiveindex.com.   Additional Resources: Listen to the original episode on Lead the People Follow PeopleForward Network on LinkedIn Learn more about PeopleForward Network   Key Takeaways: Self-awareness tools accelerate personal and team growth. Scalable culture needs personalized, structured systems. Quarterly reviews drive alignment and reduce bias. Behavioral data enables tailored leadership. Strong HR-business partnerships fuel better outcomes.

I'm bringing back your absolute favourite guest, Nivek Harrison, for a special 2 part series. Niv is our incredible online business manager and longtime co-coach here at Swift Ventures and we're peeling back the curtains on how we co-coach in the Scalable Freedom Mastermind, what it practically looks like behind the scenes and how we work together to serve our clients in the best possible way. Niv and I have completely different skillsets which makes our dynamic really special and something that I absolutely cherish. If you've been curious about adding a co-coach to your mastermind or wondering how the dynamics actually play out behind the scenes, this conversation is for you.We talk about the foundation of successful co-coaching, which starts with values alignment paired with complementary strengths. I share why you don't want a carbon copy of yourself as a co-coach and how different perspectives actually serve your clients better. We explore the crucial role of trust in co-coaching relationships and why giving your co-coach freedom to anchor into their leadership creates the safe, supportive environment clients crave. The conversation also covers how to handle disagreements constructively, removing ego from the equation to focus on what's best for the business and clients. We address the common concern of "what if my perfect co-coach leaves?" and discuss how to integrate their expertise without making them the cornerstone your mastermind depends on.Key Takeaways from This Episode:• Find a co-coach with complementary strengths, not someone who's a carbon copy of you • Trust is the foundation—give your co-coach freedom to lead in their expertise • Handle disagreements with clear communication and remove ego from the situation • Always come back to what's best for the business and client, even if personal opinions differ • Integrate co-coach expertise as enhancement, not as the core foundation of your mastermind • Your mastermind must be able to thrive even if your co-coach moves on • Stay actively present as the lead coach to maintain the integrity of the client experience • Robust systems and documentation are essential for seamless co-coaching collaborationIf you're considering adding co-coaching to your mastermind or wondering how to make the dynamics work effectively, remember that it starts with finding someone whose strengths complement yours and whose values align with your mission. When you get that foundation right, the magic that unfolds will benefit everyone involved. Make sure you stay tuned for Part 2 next week.Connect with Nivek Harrison:Instagram: https://www.instagram.com/thevirtualchapter/Podcast: Effortless Online SystemsConnect with Ellie: Sign up for my FREE 3 day training Build, Fill & Scale a Mastermind hereApply for the Scalable Freedom Mastermind hereFREE Private Podcast “Inside a 7-Figure Mastermind Business” hereWebsite:         https://www.ellieswift.com/Instagram:     @elliehswiftFacebook Group:     www.facebook.com/groups/shineonsocialellieswift/

Investi con ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Fineco⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠, 60 trade gratis nei primi sei mesi⁠⁠⁠⁠ (#adv). Negli ultimi 15 anni investire nel mercato azionario americano sarebbe stata la migliore decisione di investimento possibile. I numeri, però, indicano che le condizioni che hanno permesso questo dominio non sembra possano ripetersi facilmente in futuro. Fine della corsa o ancora una volta l'S&P 500 metterà tutti gli altri dietro? A. Ilmanen, How do Investors form Long-Term Expectations Acadian, In an Unsteady World, Time to (Finally) Tilt Away from U.S. Equities? Ben Inker, America Unexceptionalism =============================================== Investi con ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Scalable⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠, 3,5% di interessi sulla liquidità (*) Prova gratis la newsletter di ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠DataTrek⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ per 15 giorni. Naviga in totale sicurezza con ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠NordVPN⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Migliaia di libri audioriassunti su ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠4Books⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠. I link sono sponsorizzati e l'Autore potrebbe percepire una commissione. (*) fino al 31/12/2025, offerta valida per i nuovi clienti. Si applicano termini e condizioni. =============================================== ATTENZIONE: I contenuti di questo canale hanno esclusivamente finalità di informare e intrattenere. Le informazioni fornite sul canale hanno valore indicativo e non sono complete circa le caratteristiche dei prodotti menzionati. Chiunque ne faccia uso per fini diversi da quelli puramente informativi cui sono destinati, se ne assume la piena responsabilità. Tutti i riferimenti a singoli strumenti finanziari non devono essere intesi come attività di consulenza in materia di investimenti, né come invito all'acquisto dei prodotti o servizi menzionati. Investire comporta il rischio di perdere il proprio capitale. Investi solo se sei consapevole dei rischi che stai correndo. Learn more about your ad choices. Visit megaphone.fm/adchoices

Mindset blocks aren't always obvious. But they might be running your business. If you've been revisiting the same decisions, putting off your next hire, or waffling over your pricing, the problem might not be strategy. It might be mindset. In this episode, I walk through the Scalable Mindset framework and check in with the two fictional consultants we have been following, Riley and Jean, whose weeks look radically different based on how they respond to fear, capacity, and growth.   ☎️Book A Call - Let's see if we are a fit! For consultants who have revenue above $200K a year.  

Welcome to Day 25 of the Double Your Profit SeriesThe go-to series for contractors, home service owners, and small business entrepreneurs.Today's topic is one of the most important lessons I've learned in scaling a business: Cut Complexity. Or, as I like to say: Simple is Scalable.

In this episode, we spoke with Richard Savoie, Co-founder and CEO of Adiona Tech, about how AI and logistics software are accelerating the transition to smarter, greener cities. Richard shared his journey from medical devices to sustainable logistics, and how Adiona is helping global enterprises—from Coca-Cola to Australia Post—optimize fleets, cut emissions, and prepare for an electric and autonomous future. We explored why electrification requires new software, how AI digital twins reduce risk, and how sustainability can become a competitive advantage in logistics. Key Insights: • AI-powered fleet optimization: Adiona uses digital twins and AI simulations to boost vehicle utilization from ~60% toward 100%, maximizing assets while reducing costs and emissions. • Bridging electrification gaps: EVs and cargo bikes behave differently than diesel fleets, and Adiona's software closes that gap, making sustainable adoption practical and profitable. • Scalable impact: Partnerships with PepsiCo and Australia Post demonstrate measurable reductions in emissions and logistics costs, while improving customer retention. • Sustainability as strategy: Companies are turning emissions reporting into a competitive edge, with leaders like PepsiCo using low-carbon fleets to differentiate their brand and win contracts. • Future-ready logistics: We discussed autonomous vehicles, sidewalk robots, and hybrid delivery networks that will reshape how goods move through cities. IoT ONE database: https://www.iotone.com/case-studies The Industrial IoT Spotlight podcast is produced by Asia Growth Partners (AGP): https://asiagrowthpartners.com/

Rick Pino is the go-to business consultant and wealth coach for entrepreneurs who are done with guesswork and ready to turn their expertise into serious income—fast. With over 20 years of experience in marketing, sales, and financial education, Rick helps clients monetize their knowledge and build online income streams that scale. He's not just theory—Rick has built multiple 7-figure businesses in real estate, e-commerce, publishing, and digital marketing. His systems have generated over eight figures in sales, and he's helped clients hit six figures in a single day. Whether he's guiding B2C beginners or advising 7-figure B2B founders, Rick delivers strategy, clarity, and results to help serious entrepreneurs stop spinning their wheels and start building real digital wealth.   During the show we discussed: Scalable sales system essentials Hustle income vs. systems cash flow Value as the key to scaling Best sales automation tools Is your offer ready to scale? Mindset shift: hustle to systems Audience building for cash flow From inconsistent income to recurring revenue   Resources: rickpino.com

Investi con ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Scalable⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠, 3,5% di interessi sulla liquidità (*) (#adv). Il cuore del portafoglio è tipicamente composto da azioni e titoli di stato. I bond high-yield possono rappresentare un'opzione di rischio intermedia, per migliorare il profilo di rischio/rendimento del portafoglio. Cosa sono, che caratteristiche hanno e come si comportano all'interno di un portafoglio. =============================================== Investi con ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Fineco⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠, 60 trade gratis nei primi tre mesi con il codice ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠TRD060-TB⁠⁠ Prova gratis la newsletter di ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠DataTrek⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ per 15 giorni. Naviga in totale sicurezza con ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠NordVPN⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Migliaia di libri audioriassunti su ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠4Books⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠. I link sono sponsorizzati e l'Autore potrebbe percepire una commissione. (*) fino al 31/12/2025, offerta valida per i nuovi clienti. Si applicano termini e condizioni. =============================================== ATTENZIONE: I contenuti di questo canale hanno esclusivamente finalità di informare e intrattenere. Le informazioni fornite sul canale hanno valore indicativo e non sono complete circa le caratteristiche dei prodotti menzionati. Chiunque ne faccia uso per fini diversi da quelli puramente informativi cui sono destinati, se ne assume la piena responsabilità. Tutti i riferimenti a singoli strumenti finanziari non devono essere intesi come attività di consulenza in materia di investimenti, né come invito all'acquisto dei prodotti o servizi menzionati. Investire comporta il rischio di perdere il proprio capitale. Investi solo se sei consapevole dei rischi che stai correndo. Learn more about your ad choices. Visit megaphone.fm/adchoices

On this episode, Nick is joined by John Tough, the Managing Partner of Energize Capital, a leading venture capital firm that invests in climate solutions across sectors, including energy and the grid, as well as industrial operations, electrification in mobility, and more. Listen in as Nick and John chart Energize Capital's journey and break down its investment and portfolio company support strategies. Further, Nick and John discuss the state of climate tech markets in the U.S. and Europe in 2025, make predictions for the coming decades, and home in on positives even as uncertainty abounds with shifting U.S. policy. Further, Nick and John dive into: Technology trends and market dynamics in the energy transition in 2025: Nick and John discuss major shifts in electrification and how climate tech 2.0 differs from cleantech 1.0, including a focus on mass adoption of EVs and related infrastructure, the increasing role of digital tools within traditional energy sectors, and the emergence of V2G technologies in markets like Europe. They also emphasize how cross-market learning can inform strategy and how cost declines in hardware (solar, batteries) create new opportunities for growth and innovation.The role of specialized venture capital and investment strategies in climate tech: Their conversation highlights the importance of specialist investors in the climate tech market, distinguishing Energize Capital's research-driven and hands-on approach to investing and supporting portfolio companies, the evolution of its funds, and why deep understanding of industry problems—rather than just technologies—is critical for successful investments and scaling businesses.Resilience amidst uncertainty, and longer-term outlook for the climate sector: The podcast also pays significant attention to diagnosing and making prognosis for the unique moment climate tech, both in the U.S. and elsewhere, is in in 2025, with nods to political and financial uncertainty (e.g., policy shifts, interest rates), and the importance of keeping a long-term perspective. The conversation addressed risks related to fundraising and capital allocation, as well as the effects of negative headlines, and offers pragmatic advice for founders and prospective entrepreneurs to prioritize survival and adaptability.Timestamps:00:01:52 - Introductions00:02:39 - Announcement of $430 million fundraise00:03:57 - Growth and trajectory of Energize Capital00:04:43 - John's background and early career00:09:03 - Echoes of Cleantech 1.0 in Climate Tech 2.000:11:15 - Energize Capital's approach to supporting portfolio companies00:15:07 - Commoditization trends in core climate technologies00:16:59 – Energize Capital's electrify everything focus00:20:03 - Challenges of marrying consumer behavioral change to climate mitigation00:23:44 - Geographic diversity in climate tech investments00:26:39 - Navigating uncertainty in the U.S. markets00:29:43 - Record energy demand as a catalyst for innovation00:31:11 – A focus on positive developments in climate tech00:31:38 - Upgrading the electricity grid for resilience00:34:57 - Importance of a complete perspective on the climate capital stack00:36:21 - Advice for founders and climate curious individuals alike00:38:07 - Highlighting Energize Capital portfolio companiesLearn more about John's work and Energize Capital by following both on LinkedIn and exploring Energize Capital's website and portfolio here: https://www.linkedin.com/company/energize-cap + https://www.linkedin.com/in/johnjtough/ +

Ready to get brutally honest about your podcast and how it is performing?In this episode, I walk you through the tough questions you need to ask yourself if you want your podcast - and your business - to reach the next level. I'll show you why being brutally honest about your “floor”, the standards you refuse to compromise, is the key to building staying power and achieving those impossible goals.You'll learn the five areas every podcaster must assess: ·       Purpose: why your podcast exists·       Pretty: how it looks and sounds and feels·       Punchy: the impact and energy it delivers·       Prose: the quality of your words and flow·       Product: how it ties into your offersI'll guide you through how to evaluate each one, so you can identify what needs to be pruned and where to focus your energy for real growth.If you're ready to move beyond just showing up and start scaling with intention, this episode is for you. I also share how you can join my community of podcasters and get support as you level up.I was 942 seconds into The Science of Scaling when I hit pause. Missed what happened next? Listen to #283 here.

In this episode, Kumar Goswami, CEO of Komprise, unpacks how organizations can turn the overwhelming surge of unstructured data into a competitive advantage. Komprise—ranked No. 2,508 on the 2024 Inc. 5000 list. He explains how Komprise fuels AI with clean, reliable data while scaling systems to handle billions of files. Beyond the tech, Kumar highlights how leaders can empower innovation—by building cultures of trust, encouraging risk-taking, and giving teams true ownership of their ideas. His insights reveal how innovation isn't just sparked by data or AI, but by people who feel empowered to explore boldly and learn from mistakes.

In this episode, I sit down with Caitlin Copple for a coaching session to map out how she can scale her PR agency, Full Swing, from $1.2M to $5M by shifting from custom services to scalable productized offers.We dive into why retainers cap growth, how to package services into clear visibility outcomes, and the low-overhead path to building a multi-million dollar agency. Caitlin also shares the challenges of managing a team, navigating growth plateaus, and how to design offers that scale without burning out.If you want to grow a services business into a scalable, strategy-first agency, this episode is a blueprint.Timestamps:00:00 Introduction01:10 The challenge of scaling a PR agency past $1M05:28 Why retainers cap growth potential09:22 Turning strategy into a scalable product14:33 Building the first version of a productized offer19:18 Pricing visibility outcomes instead of hours23:41 The mindset shift for moving beyond custom services28:05 Designing a low-overhead path to $5M33:27 Structuring a scalable offer ladder39:15 Simplifying client delivery without losing value44:58 The role of personal brand in agency growth50:10 How to transition clients from retainer to productized model54:46 Setting up the systems to sustain scale01:00:12 Final coaching takeawaysIf you enjoyed this episode, please like and subscribe, share it with your friends, and leave a review. I read every single one.Learn more about the podcast: https://nathanbarry.com/showFollow Nathan:Instagram: https://www.instagram.com/nathanbarryLinkedIn: https://www.linkedin.com/in/nathanbarryX: https://twitter.com/nathanbarryYouTube: https://www.youtube.com/@thenathanbarryshowWebsite: https://nathanbarry.comFollow Caitlin:Website: https://fullswingpr.comLinkedIn: https://www.linkedin.com/in/caitlincoppleInstagram: https://www.instagram.com/caitlin_coppleX: https://x.com/caitlincoppleFeatured in this episode:Full Swing PR: https://fullswingpr.comKit: https://www.kit.com

In this episode of Profit Share Mastery, hosts Linda and Pres McKissack delve into the innovative tools designed for leaders to supercharge Keller Williams Market Center growth. Discover how their new system, tested across multiple Market Centers, is transforming recruitment and retention strategies. Key takeaways include: The dual approach to recruiting licensed and unlicensed agents.The importance of relationship-building in recruitment.How automation and systemization can alleviate leadership burnout.Real-world success stories from Market Centers using these new tools.The future of growth and how you can be part of it. Join us as we explore these groundbreaking strategies and learn how to implement them in your own market center.    LET'S CONNECT:Subscribe on YouTube: https://www.youtube.com/c/KWProfitShareMastery/?sub_confirmation=1Join the Masterclass: https://www.profitsharemastery.comGet a Profit Share Site: https://www.profitsharesites.comCONNECT WITH LINDA MCKISSACK:Linda's Website: https://www.lindamckissack.comLinda's Facebook: https://facebook.com/mckissacklindaLinda's Instagram: https://www.instagram.com/mckissacklinda/

In This Episode Delivering excellent customer experiences often looks simple from the outside—but the reality is far more complex. In this episode of Systems Simplified, host Adi Klevit welcomes back Ty Givens to discuss how systems, processes, and training reshape the world of customer support. Ty introduces her LOOP methodology (Learn, Observe, Own, Prove), designed to help leaders absorb knowledge in plain language, see real-world examples, apply concepts directly to their environment, and leave with actionable playbooks. This approach eliminates imposter syndrome and enables managers to lead confidently with practical, usable systems. Adi and Ty also explore the role of data and metrics in shaping customer success. From CSAT and NPS to cost per contact, Ty explains how businesses can build meaningful dashboards that tell a story about their customer experience. The discussion closes with an in-depth look at AI: its opportunities, its risks, and why clearly documented processes are essential before implementation.  

Welcome to a new episode of Business Lunch! Today, hosts Roland Frasier and Richard Lindner dive deep into a practical framework for optimizing business expenses—perfect for founders, business owners, and financial leaders. Whether you're facing a cash flow crunch or simply want to boost your bottom line, this episode is packed with actionable strategies to help you identify, analyze, and cut unnecessary costs while maintaining business momentum.Highlights:"Every extra million dollars helps, every extra $100,000 a month helps.""Profit dies by a thousand cuts, especially with forgotten subscriptions.""Don't wait for things to get bad to make things better.""If you're operating on a 25% profit margin, cutting $100,000 is like adding $400,000 in sales."Timestamps:00:00 – The Payment Terms Dilemma: Cash Flow vs. Sales Velocity01:32 – Why Every Business Needs a Bottom Line Review03:10 – Testing 12-Month Payment Terms: Results & Risks06:24 – The Impact of GAAP Accounting on Revenue Recognition08:40 – The STOP Framework: Where to Start Cutting13:24 – Evaluating Team ROI: Scorecards & Underperformance15:39 – Tools & Tech: The Hidden Cost of Subscriptions18:59 – Operations & Overhead: Renegotiating Leases and Utilities26:46 – The SAVE Process: Scan, Analyze, Verify, Execute34:56 – Why Quarterly Expense Reviews MatterCONNECT • Ask Roland a question HERE.RESOURCES:• 7 Steps to Scalable workbook • Get my book, Zero Down, FREETo learn more about Roland Frasier

Join us as we delve into the dynamic world of executive leadership and pivotal moments of transition in this engaging episode of the Business Lunch podcast. Hosts Roland Frasier and Ryan Diess kick off with a lively banter, setting the stage for a deep dive into the complexities of being a CEO. The episode features a detailed discussion on the stepping down of Bumble's CEO, exploring the nuanced reasons behind such significant career decisions.Throughout the conversation, Ryan and Roland offer insights into the multifaceted nature of executive roles, particularly focusing on the differences and responsibilities of CEOs and COOs. They bring their own experiences into the discussion, providing listeners with real-world examples and practical advice.This episode is a treasure trove for anyone interested in the intricacies of business leadership, whether you're an aspiring entrepreneur, a seasoned executive, or simply curious about the dynamics of high-level management.It's an insightful journey into what it means to lead, adapt, and grow in today's fast-paced business environment.Highlights:"I think that the most important thing is to be able to have a conversation with somebody and to be able to disagree with them and still respect them."“I want to know all the people I'm working with by name and you know, see how they're doing and know about their families and do barbecue.”“No one can run your business like you do.Highlights: "I think that the most important thing is to be able to have a conversation with somebody and to be able to disagree with them and still respect them."“I want to know all the people I'm working with by name and you know, see how they're doing and know about their families..."“No one can run your business like you do.”Timestamps: (0:00:00) - Considering Leadership Transitions(0:14:17) - Consider Hiring CEO or COO(0:23:07) - CEO vs COO and Hiring Specialists(0:33:02) - Acquiring Successful Businesses Is More EffectiveCONNECT • Ask Roland a question HERE.RESOURCES: • 7 Steps to Scalable workbook • Get my book, Zero Down, FREETo learn more about Roland Frasier

Con Scalable investi in azioni e ETF con un partner 100% tedesco, sicuro e regolamentato. Crei piani di accumulo senza costi d'ordine e inoltre ricevi il 3,50% di interessi sulla liquidità* fino al 31 dicembre 2025, senza vincoli.

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Send us your thoughtsIn this episode of CFO 4.0, host Hannah Munro talks with Tariq Munir, Managing Partner at Finspyr and author of Reimagine Finance, about how CFOs and finance leaders can lead successful transformation in the age of AI. In this episode, you'll learn:Why transformation should be embedded in everyday finance work, not treated as a separate roleHow to influence change without authority and build a “transformation snowball”What good governance looks like — and the pitfalls that can derail changeHow to measure AI project success beyond ROI, including adoption and engagementThe role of subject matter experts in training and maintaining effective AI modelsHow to simplify workflows and manage complexity before introducing AILinks mentioned:Tariq's Linkedin Learn more about FinspyrTariq's book Reimagine Finance  Explore other CFO 4.0 Podcast episodes here. Subscribe to our Podcast!

The missing link in your business might not be another strategy, but a single clear offer.In this episode, Signature Offer Cultivator Mallory McGary shares why your signature offer is more than just something to sell. It's the heartbeat of your brand, your thought leadership, and the doorway people walk through to work with you.Together, Mariah and Mallory explore how to release the pressure of being “an expert in everything,” why niching actually opens more doors instead of closing them, and how to avoid stitching together an offer you don't even believe in. Mallory's approach feels both grounding and liberating, helping entrepreneurs cut through the noise, claim their space, and build momentum with clarity.In this episode, you'll hear:• Why a signature offer is the key to growth, visibility, and being seen as a leader• The three fears that keep entrepreneurs stuck with too many offers• How niching down can actually expand your opportunities instead of limiting them• The difference between an offer problem and a messaging problem• A permission slip to simplify and finally feel clear and confident in your workConnect with Mallory:• Website: beautifullyblooming.com• Instagram: @mallorymcgaryWays to Connect Outside the Podcast Follow CEO & Founder on Instagram: @mariahstockman Follow Made for Mothers on Instagram:@madeformothers.co Join the Virtual Village: A community and monthly membership for business owning mamas! Special promo for our podcast listeners, get 20% off your first quarterly enrollment with code TWENTYOFF at https://www.madeformothersco.com/membership SHOP CEO MAMA MERCH designed just for business-owning mamas https://shopmadeformothers.com/

Are you the bottleneck in your business? Is your calendar packed with back to back appointments and constant task switching? Does every project depend on you? Have you mastered bringing in work, yet dread saying yes to one more client? Join us as we check in with our fictional consultants, Riley and Jean, to show how the same talent can lead to very different weeks when the business is set up differently. You will see that a scalable team is the engine that expands capacity without adding more of you. It sits on top of a repeatable offer and solid operations. When those foundations are in place, the team works independently, meets deadlines, anticipates client needs, and protects your calendar for true CEO work. Sounds dreamy, right?

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Organic traffic is getting weird… and kinda looks like an alligator's mouth (you'll have to listen to the episode to see what we mean). SEO expert Sean Markey joins Dan to break down 5 strategies still working in 2025: from parasite SEO to aged domains and Reddit "hacks." If you're trying to cut through the LLM noise, this episode is the ultimate SEO rabbit hole. LINKS Sean's SEO newsletter for CEOs and founders that hate SEO newsletters (https://ranks.com/newsletter/) Sean's SEO community (https://advise.so/) 22 FREE business resources for location-independent entrepreneurs (https://tropicalmba.com/resources) Meet the world's most generous global entrepreneurs inside Dynamite Circle (https://dynamitecircle.com/) Connect with 7+ figure founders inside DC BLACK (https://dynamitecircle.com/dc-black) Remote First Recruiting: Find your next best remote hire in 21 days (https://remotefirstrecruiting.com/) CHAPTERS (00:00:00) Today's Guest: Sean Markey (00:02:53) The State of SEO in 2025 (00:03:49) What SEO Leaders Are Doing (Instead of Panicking) (00:04:44) How to Own Page 1 Without Ranking (00:07:25) Buy Your Way Into the SERPs (00:09:23) The Reddit Mod Hack No One Talks About (00:12:58) How Small Channels Are Printing 60K MRR (00:14:46) Ranking in LLMs Without a Prompt Engineer (00:17:26) The Aged Domain Shortcut That Still Works (00:20:54) What Is Parasite SEO (And Why It Works) (00:22:50) The AI Prompt Stack SEO Founders Are Gatekeeping (00:25:25) Why Local SEO Still Wins in 2025 (00:26:45) Is SEO Even SEO Anymore? (00:29:36) Why Community > Courses in 2025 (00:33:03) The 1-1-1 Model: Simple, Scalable, Profitable CONNECT: Dan@tropicalmba.com Ian@tropicalmba.com Past guests on TMBA include Cal Newport, David Heinemeier Hannson, Seth Godin, Ricardo Semler, Noah Kagan, Rob Walling, Jay Clouse, Einar Vollset, Sam Dogan, Gino Wickam, James Clear, Jodie Cook, Mark Webster, Steph Smith, Taylor Pearson, Justin Tan, Matt Gartland, Ayman Al-Abdullah, Lucy Bella. PLAYLIST: TMBA 588: Embracing Growth Through Setbacks w/ Sean Markey (https://tropicalmba.com/episodes/sean-markey-growth-through-setbacks?rq=sean%20markey) From Struggling Plumber to $57K MRR w/ Tom Richards (https://tropicalmba.com/episodes/from-struggling-numbers-to-57k-mrr?rq=tom) Why Founders Shouldn't Delegate AI (Barcelona Recap) (https://tropicalmba.com/episodes/why-founders-should-not-delegate-ai)

Try OCI for free at http://oracle.com/eyeonai This episode is sponsored by Oracle. OCI is the next-generation cloud designed for every workload – where you can run any application, including any AI projects, faster and more securely for less. On average, OCI costs 50% less for compute, 70% less for storage, and 80% less for networking. Join Modal, Skydance Animation, and today's innovative AI tech companies who upgraded to OCI…and saved.  Matthew Carroll, CEO and co-founder of Immuta, joins the Eye on AI podcast to explore how data access governance is evolving in the age of generative AI.  As AI drives a surge in both human and non-human data consumers, traditional security models are no longer enough. Matthew explains how Immuta automates compliance, enforces policies across global jurisdictions, and scales secure access for enterprises—from blinded clinical trials in pharma to cross-border data sharing.  Discover why AI-powered governance agents, risk-based access controls, and native cloud integration are the future of compliant, scalable data use. Stay Updated: Craig Smith on X: https://x.com/craigss Eye on A.I. on X: https://x.com/EyeOn_AI (00:00) How Immuta Governs Data in the AI Era   (02:59) Security Alone Isn't Enough in AI   (05:24) From U.S. Intel Roots to Immuta's Platform   (07:38) Pharma Trials: Protecting Billions in Drug Development   (12:58) The Data Marketplace & Access Negotiations   (16:07) Why Native Integration Beats Proxy Models   (20:33) Managing Data Across Borders & Sovereignty Laws   (25:33) The Data Governor Bottleneck (and AI Solution)   (31:05) Inside Immuta's SaaS Model & User Roles   (33:26) Big Data Lessons Driving AI ROI   (41:05) The Growing Data Governance Market   (45:48) Storage Portability & Apache Iceberg Explained   (48:32) Future Shift to Risk-Based, AI-Driven Access

On this episode of "The Founder's Sandbox", Brenda speaks with Donovan Ryckis; CEO of Ethos Benefits, the nation's leading fiduciary benefits consultant in mid- -large market employers. Ethos Benefits was founded in 2016, after a chance request from a client of Donovan when he operated as a financial advisor--the client was faced with an increase in the companies' health insurance bill for the companies' employee plan that would have had a financial burden that threatened the sustainability of the company.   ‘Ethos' represents the guiding principle, character, or spirit of a person or organization. It's the ‘why' that drives decision-making and fuel's purpose.   Through Donovan's origin story we will have our eyes opened as business owners to the potential risks of employer sponsored healthcare plans and how to mitigate these risks. You can find out more about Donovan and Ethos at: www.linkedin.com/in/donovanryckis Upcoming master class on August 14th https://ethosbenefits.com/ https://businessofbenefitspodcast.com/ For a limited time only access the documentary: It's not personal, it's just  healthcare. https://ethosbenefits.com/documentary/     Transcript:  00:04 Welcome back to the Founder's Sandbox. I am Brenda McCabe, your host on this monthly podcast. It reaches  business owners and entrepreneurs who learn about building resilient, scalable, and 00:32 purpose-driven companies, all with great corporate governance. I am Brenda McCabe, and I am your host. And the guests that come to the podcast are not only those founders and business owners who are sharing their experiences, but also corporate directors,  investors,  and professional service providers who, like me, want to use the power of the private enterprise, small, medium, and large, to create change for a better world. 01:00 Through storytelling here and a recreated  sandbox,  my goal is to equip  one startup founder or one business owner at a time to build a better world through great corporate governance. Today, my guest is Donovan Rikas.  He is joining the podcast as CEO of Ethos Benefits, the nation's leading fiduciary benefits consultant in the mid to large market employer space. 01:29 So I'm absolutely delighted to bring in a professional service provider in  the employer benefits area, which  we're going to  unpeel  this  sector  today in the podcast. it's fascinating. So thank you, Donovan, for joining me today. Thank you, Brenda. Thanks for having me. Excellent. So  the company you and Chelsea, your wife and president of Ethos Benefits, 01:59 was founded in 2016, which wasn't that  long ago.  But it happened serendipitously.  You got a chance request because at that time, you were a financial advisor, right? Yes. When  your client was faced with an increase  in the company's health insurance bill for their employee plan,  pardon me, that would have had such a financial burden,  it would have threatened the sustainability of 02:27 the company and that's your client. So what did you do Donovan? What was the origin  of Ethos Benefits? Thank you. Yeah, so that's exactly right. I started as a financial advisor.  So Ethos Benefits was formerly a registered investment advisory, which was Jay Donovan Financial.  And one of the interesting things that are a little bit different on the security side versus the insurance world is 02:56 the ability to  license and designate yourself as a fiduciary advisor to your clients.  So that's really important and that's kind of where we started as financial advisors. So that essentially means that you're not gonna be commission-based with variable commissions based on what you wanna sell and the client doesn't really understand, right? You're gonna be  transparent with how you earn any compensation. 03:23 and you're not gonna have any conflicts of interest that might change  the recommendations or advice that you're giving them. So it's gonna be flat fee and you get to work with them directly instead of working for the financial institutions and the insurance companies kind of in the background that are actually the ones incentivizing. Cause  it's this odd relationship where it's like you think the financial advisor is working for you but they're actually incentivized by the institutions  that they're representing. Very important clarification because we do have a question 03:53 further on, which is, you know, what, what, how does the 401k management, right about employers 401 plan, mirror that of healthcare benefits? Yeah, for sure. You'll start to see some of those. So that's how we're working as financial advisors. And that's an important distinction as we get into an explanation of 04:22 the whole healthcare industry and how that works. So you're exactly right. I was working as a financial advisor, working with business owners  because they had more kind of complicated planning and tax structures and things that I could do to really make a difference.  And what I realized is when most of them had commission-based advisors, they'd rush to sell a product, mutual funds  with upfront loads and REITs that had  proprietary commissions and all this kind of stuff. And then they would leave without worrying about any of the 04:52 tax consequences,  you know, islets or trusts or even wills, right? Like all these extra things that business owners needed to set up their own personal wealth, but also their company, their 401k, maybe combining a defined benefit plan. So that was kind of the niche I chose.  And it was incredibly lucrative. I loved it.  Was doing exactly what I wanted to do until that client kind of asked me for that help, like you alluded to. 05:21 And it was 40 % increase on his health insurance. He said, my broker says, this is it. There is nothing else. Can you help? And I didn't know any idea. Like I had no idea about health insurance or what I do. But yeah, just- No, no. problem. 05:39 And certainly as a financial advisor, it kind of seemed like going backwards and beneath me. didn't really want to do it, but I was like, I could hear the panic in his voice. And I was like, yeah, absolutely. Just send me everything you have. And after about three weeks, basically making as many connections in the industry and learning as much as I could and trying different things, we basically mitigated that increase entirely. 06:05 And he actually came three points under where he was currently today before that increase. And we didn't take away any benefits from employees. We didn't put them in smaller  HMO networks. We didn't increase deductibles or increase their premiums. None of the usual tricks.  So this was a like for like solution. We actually improved the plan a bit and came in under.  And it really made me realize in that moment, it wasn't my experience or my education or my smarts that 06:34 may be able to do this,  it was a lack of conflicts  in compensation and incentives,  right? Because his broker does about $7 billion a year annually.  I didn't come in with more market knowledge, leverage, or experience. I just didn't have conflicts of interest and compensation. That's what  started me down this path.  And  back then,  you hadn't yet  created Ethos Benefits with that name. 07:03 So when I did a little bit of research,  I couldn't have been more delighted that you actually reached out to to be featured on the founder sandbox because of two reasons, you the word fiduciary, right?  It was in  your basically your call to action, right? Or your or the definition of company. So,  you know, you  are  the governance of a company goes way beyond making a profit for shareholders. 07:32 the duty of care, the duty of loyalty and the duty of obedience is really the underpinning elements of  fiduciary duty. And on your website, you say our ethos is simple fiduciary first. So we're going to appeal that in here in a minute here. So act in the best interest of those we serve,  no matter the cost. You also on the website,  you you had a purpose ethos represents the guiding principle. 08:01 character or spirit of an organization or a person is the why that drives decision making and feels purpose. So I,  I looked like I was reading what next act advisors may consult a firm is about is just really finding those purpose driven. So  with that, I wanted to just, you know, ask you,  what was that you had that first client that first aha moment, and 08:29 How long did it take you and did when did you realize that this could be a a career change for you, right? Rather than a financial advisor, you were actually actually a health care benefits advisor, right? Yeah, I mean, I think I think the first moment is, you know, being being a financial advisor was very lucrative. And I like the people I was working with. I liked working with entrepreneurs and business owners and and, you know, just 08:58 I found them inspiring and I was curious about the things they're doing. And  I think that kind of lifts everybody up when you keep a circle like that, right? Like you  push yourself harder, you learn, educate and do different things.  So I love the clients I was working with. Like I said,  maybe  working on personal wealth for individuals though, isn't the most rewarding thing you could be doing. seeing that... 09:25 Don't get me wrong, I was paid well enough. It would have took me a long time to figure out that it wasn't very personally fulfilling.  But seeing that first case, mean, the first thing I did when I got that successful proposal back, before I presented it to the clients is I was looking at the math  of what does this cost? What difference does this make per paycheck to all the individuals in this planet? And then I'd look at somebody, my God, this person's got a wife and two kids. Look at the difference in premium there. 09:54 I was calculating my work in return to the average American worker and realizing like me putting myself aside to  proactively, strategically go after this problem instead of making a decision for my own personal commission, looking at how much that impacted everybody. And that was powerful. 10:20 I'm going on 20 years in financial services and every aspect of it, I've seen people who prioritize commissions over, you know, a better product, a better outcome for an individual. But the idea that that could be done on scale to where you're now making that decision for yourself over 200, 500, 2000, 3000 employees, like that's pretty disgusting, right? So seeing that that kind of impact could be made. 10:49 I mean, it was  it was really not a question after that I knew I was transitioning my business. Excellent. Excellent. So  my own path  after 25 years in Europe  was quite an eye opening experience when I came back to the United States, I am a US citizen, but I had to get you know, I've been working for myself and I had to get self insured. So  I got back this is like 11:18 12 years ago, I got the Affordable Care Act for dummies from my local library.  I had not yet transferred my tax certification to the United States takes quite a few years when you've been gone so long.  So you because you do have to sub venture tax returns and all that. And then  I ran into I met Marshall Allen, the author of never pay the first bill and the other ways to fight the healthcare system and when 11:46 Marshall Allen actually spoke at  a graduate or alumni event of University Chicago. And  I was, you know, reading these books. And you know, eventually,  I got my own broker to help me get onto the exchange. But it every year has been  an experience.  I'm fortunate to be part of a  membership organization through which  for small  and medium sized businesses and I get  PPO through 12:14 I won't mention names, but  I was  blessed because just  and I'm 12 years in the United States, you have to knock on a lot of doors to actually get health care when you are a small business  owner  and really  understand what  you are paying for,  not only your premiums of what are the services  that are provided. So can you talk about  the average 12:44 premium for a family of four and some of the  numbers that you discovered  and believe  we as a country could actually improve  on the outcomes, healthcare outcomes with the actual spend we have today, right? Yeah, we're getting the numbers are pretty wild. mean, I feel like we're really kind of getting to a breaking point with it.  You know, 13:12 For what I work on, employer-sponsored healthcare, 186 million Americans are covered under employer-sponsored healthcare plan. These plans can average increases anywhere from seven to 10 % annually. We see a lot of reports that come out that kind of measure these things. Kaiser Family Foundation does one, Milliman Index is another one. So there's a lot of studies that kind of measure this annually and changes for employers across the board. 13:41 What we saw this year for 2025 was the average cost for a family of four under employer sponsored health care plan is $35,119, which is just an astonishing number. That is unaffordable for an employer. That's unaffordable for an employee. And it's unaffordable for them to split that cost as well, which is how these, yeah, that's how they're structured in some way or another. 14:11 And another number to know that kind of governs this is the ACA affordability percentage, which is essentially where employers have to contribute, they have to contribute enough to keep the premium under this amount, which is 9.02 % this year. So premium for one of your employees cannot exceed 9.02 % of their take-home pay. 14:39 And this is updated on an annual basis, correct? Correct. Yeah, it fluctuates a little bit, but it's always right at 9, 8.5, 9.2, it's balanced up and down. But that's a pretty astonishing number too. And I see a lot of companies that are basically designing their contribution just to stay under that. it's, obviously they'd love to do more, but with the way these costs increase annually, sooner or later, they get to that point. 15:07 where they're kind of designing it just to be under 9 % of the employee's income. Okay, that's  astonishing.  And I'm happy that you  are working nationwide now with employer benefits with companies that, what's the size of the companies that you typically sell to? So we only work with large employers these days. And if we have somebody come in a little bit under, we have some associate agencies that we can kind of refer them to. 15:36 I'd say our minimum is usually like 250 eligible employees all the way up to 5000. Yeah, so anywhere in that mix. Excellent. So when again, I first met you was unaware because you've basically become nationwide in the last what two, three years, right? I'd say around COVID. Yeah, I took off right. So when I was speaking with you spent some time on the website. 16:06 I was trying to understand the sales alignment. So how you reach customers, those employees that have 250 between 250 and 5,000 employees, right? My first reaction was, OK, Donovan, go in with either of these benefits. You do a cost down, right? You've done, you basically work yourself out of the job. You corrected me. So for my audience, so how? 16:32 does ethos benefits work for a company, right?  What is that?  Is it is it an annual  engagement  talk walk me through the work you Yeah, I mean, things are happening on a daily like when we break down our scope of services, we'll actually show them like,  these are daily, these are weekly tasks, these are monthly, quarterly and annual because there's so much happening.  So  we're talking about the employee benefit space. Yes, it's  the 17:01 kind of designing consulting for the annual premium for a 12 month period. I think that's what people first consider.  But there's also a ton of compliance factors that have to happen throughout the year that that company has to fill out, right? Could be anything from section  125s,  5,500s,  wrap documents, all kinds of notices and disclosures  that need to be done.  Also, you know, we deal with benefits administration. So that's... 17:29 How are the employees making elections, seeing premiums? Is that integrating into payroll?  So functions like that with eligibility in and out of the company  adjusting that.  But also we kind of discussed and talked about the fact that health care is incredibly complex. So all the same market influences, where the market's at, interest rates,  inflation, all that kind of stuff affects  health care rates just like any other company in the market. 17:58 but it also gets as granular as  new medical procedures, new drugs, new generic drugs that are now an option.  It can even go down, you know, locally or regionally to where we get a new CFO in a hospital group and that starts changing the reimbursement rates that they're requesting from the insurance. So we see that where kind of a CFO comes in and they start flexing, making life difficult in a particular region or with a hospital group. 18:28 So all these things are kind of coming together and changing every single day.  Also the fact of the sheer amount of bills,  claims that come through.  So what we see on average,  this is a pretty crazy number, but  what we see on average is 18 claims  per employee per year. Okay, that's a lot.  That's a lot. So if we had just a hundred employees, that'd be 1800. 18:56 basically accounts payable  into the company. And that's part of our job too, because as you might imagine, hospitals make tons of mistakes on the bills, about 80 % of the bills have mistakes.  And then we also have to make sure that those are coming in at fair reimbursement rates to the company, because what hospitals bill is a spectrum for the exact same procedure. And the only difference is the payer. It's not the patient, it's not the complexity, it's not the physician, like it's literally 19:25 just the insurance card that can affect that difference in reimbursement rates. So all these things kind of come together where, yes, it  very much is a daily  task for me and my team on different things that we're working on. And- Are you an advocate in any way for the employees? Yes,  very much. So, you know, it's two, there's two complicated ecosystems at the same time that we're trying to navigate. 19:52 One is certainly the healthcare finance, which is what we're working with the company. But healthcare delivery for employees and members is just as complicated and confusing as far as where do I go? What is this gonna cost? What's the next step? Can I get a second opinion? How would that work? Right? And also helping navigate them to their highest cost or their lowest cost, highest quality and understanding what that is and giving them options to seek care at. 20:21 at lower prices if that's available. Excellent.  So your  delivery platform, is it like a customer success team  that  is assigned solely to that client? How does it work? Yeah, so it's kind of different. every employer is starting at a different place. They also have different ideas of where their end place or where their goal is. 20:49 healthcare delivery, kind of working on some things like that, there might be a couple of different ways we handle it. One might be having a direct  primary care provider. So the idea of a direct  primary care provider is basically same day, next day appointments with your primary care physician  and 30 to 60 minute visit times, not the average, which is seven minutes with a PCP, which is what most people get across the country.  And  with that DPC provider, you can also do things like 21:18 stitches,  blood work, get generic meds. So we're talking about more of a comprehensive service when you actually need it, not  the 14, 18 day  primary care. So that might be one of the ways we help with healthcare delivery.  It might be a nurse concierge where they have a nurse that they can help find providers,  navigate them. That might be a part of it.  So it kind of depends. then also  a lot of the times are 21:47 Our team will basically act as a care coach, where if they have anything going on, they can just call us. We'll help them set appointments, navigate them towards care, help them with their ID problems. Fantastic. Anything else you'd like to share or shed some light on the service offering of ETHOS benefits? So we're going to jump into a legal question in a minute here. 22:13 Yeah, I mean, it always just depends on the employer.  what I would say is generally they find everything we do to be  more comprehensive. And I think that's just the nature of the fact that we're not seeking compensation from the insurance providers or working with the client, because  it's my belief that we don't have a single thing to sell to an employer.  Employers have a health care problem. And we're here to solve that and work through that in any 22:42 way that they need at that given time.  So we're not,  you know, pushing those solutions are having those conflicts.  It's an excellent segue down into  current lawsuits  that are popping up with respect to,  first of all 401k, lawyer, and now healthcare benefits. So before we jump into that some specific cases, you know, for my listeners, what does fiduciary mean? 23:12 in your business model, right? Please. Yeah. So fiduciary for us is certainly always acting in the best interest of those that you represent. It's the highest standard of care.  So you mentioned a couple of things  earlier, loyalty, obedience. I think the biggest thing where companies may think they're acting as a fiduciary and they're not, because while we carry that duty to our employers and our clients, 23:40 Employers have that duty to all of their employees. And that's something that are kind of educating them because a lot of them don't realize it. But  I think the big duty that is  left out or misunderstood is the duty of prudence.  Okay. So did they go far enough in investigating solutions and understanding the problem and working through it and having a committee within the company to kind of help go through that? Because what I mean, in a compensation package, there is nothing more important 24:10 than the cost of health care and the options in health care, right? And how those decisions are being made.  So I see the duty of  prudence being the kind of  most 24:23 I, the duty with the most opportunity, let's say, maybe, maybe the most misunderstood because  the employer sometimes think, well, you know, the broker came in and he showed me one or two other options.  This is the least worst option. Therefore that's what we're doing. And I think that's enough. Right.  And that is not the case.  And it's only until there's a 40 % increase due, right. It doesn't employer say  my business is not sustainable. 24:51 So actually healthcare is what not the number two or number three expense  in the company's PNL today. Correct. Right. So walk me through some of these  recent lawsuits.  Yeah, I think we have companies like J &J and JP Morgan. Speak to me about that. 25:14 Yeah, J. J. J. P. Morgan, Wells Fargo. A lot of them are almost they're copied and in some parts of the complaint,  because it's very much the same thing. the first one we saw was  Lewandowski versus Johnson and Johnson. And this is for their health care plan. You know, they're a Fortune 50 company.  I think they somewhere around 160,000 employees. 25:42 and they have a benefits committee and a benefits team of 16 or 18 people. So a big team of people to help make these decisions, understand them and vet them. And the lawsuit is basically for their decision of pharmacy benefit manager. So a pharmacy benefit manager essentially sets the price for any drugs that employees could get within the plan. And it lays out 35 or so specific examples of drugs 26:12 but basically they agreed to pay  up to  13,000 times  the cost of the drug that's available, just cash pay.  employee and employer funds are agreeing to pay that kind of multiple on a drug that's available without insurance, much, much cheaper.  And the  lawsuit is brought by the plaintiffs, who are they? 26:40 am Lewandowski. So she's she's the plaintiff. And then I believe as it's developed, other employees have kind of came on. So 13,000 was it do you know, I know that you're not directly involved in this case. Nor should you speak to it if that is the case. But is the transparency of the data? Can you get that data if you were an employee to then understand the 27:09 multiples that your employer plan has agreed to pay to the pharmacy benefit. I'm aghast. 13, I think the number is 13,226. So when this came out last January, the first thing I did is I read through the whole complaint. It was like 130 pages went through all these. So for all the drugs that were mentioned, I ran 27:40 J &J's prices, again, Fortune 50, 150, 160,000 employees. So you would assume they're getting leveraged prices, they're making great decisions, all those kinds of things. I ran those prices against what my clients were paying. And in the smallest, like I think our smallest in my book of business, like 100 insured employees somewhere around there, they were paying 94 % less. 28:06 for the same, for one fill of all the same drugs. So the math worked out to be like 135,000 for J &J for one fill of each of those. And my clients were like 3000 or 4000, don't know, it's all my LinkedIn. posted the public letter as soon as it came out. But I basically price referenced them. So it's not a question of leverage or buying power, know, all the ridiculous things you hear. 28:34 when you're talking to  an insurance broker for these types of decisions,  it's literally, it comes down to that question of prudence. Like,  how did you vet these decisions?  Do you know how the pharmacy benefit manager is getting paid? Do you know what these drug benchmarks are against the cash price?  And that's  where I think this lawsuit is gonna be a slam dunk. Like, there is no reason for a company that size with that big of a benefits committee to hire such a conflicted PBM, is what they call it. 29:04 You heard it here on the founder sandbox. So stay tuned for  any other  lawsuits that are  worthy of mention. Do all of them? Are they all related to the pharmacy benefit manager conundrum?  There's there's all kinds of lawsuits. I think the PBMs are the lowest hanging fruit because it's so easy to benchmark. But certainly the same arguments exist with  hospital reimbursement rates. 29:33 And we're starting to see those as well. Excellent. Well, thank you  for sharing  a bit more  details on  the  recent,  I guess,  health care benefits in the news, right? Lawsuits.  Going to get a little bit technical here. 29:57 because you allowed me to.  the framework of the CAA of 2020 and 2021, that's the minimum set of standards for activities to benchmark health care plans.  And so  what are they?  Because it then leads into  some of the common sense strategies  that employers can deploy immediately.  So can you walk? Because this is just as yesterday, it's actually during the pandemic. What's the CAA? 30:27 of 2020, 2021. Thank you. Yeah. So that's the interesting part of this. So the reason I said a decade ago, over a decade ago, I was waiting for these health care lawsuits to happen. It's because Arissa has always stated that  employers have this fiduciary responsibility, just like they had with  401k. The problem has been, and the reason these lawsuits didn't come sooner, is that health insurance companies  make this data hard to access. 30:56 different carriers were released different amounts.  And there was no set of compliance standards for employers to understand this is how I go about making it, making these decisions and benchmarking these decisions, right? Like  it was all just too vague, too opaque. The data was too gagged and withheld from the employers.  So the starting point of how do I know I'm being prudent or not, that's kind of what wasn't known prior to the  CAA of 2021. 31:27 So  the CAA  basically defined a set of minimum standards  that you have to do to even pretend like you're being a prudent fiduciary for your healthcare plan. So there's four things, but there's three main things. I'll mention the fourth thing as well, because there's funny stuff about that.  So the first one  should be the most obvious, and  it's kind of our founding story, which is understanding 31:53 your broker compensation before you enter into any arrangement or agreement for your upcoming plan. So that should not only be how much,  it should be when, what type of bonus is there. If you're looking at carrier A, B, and C, really what it says is you should know what is their compensation for carrier A, B, and C before you make an arrangement, because they will be different. And that will change the recommendation, the advice, the conversation that you're having with that broker. 32:23 is critical. That is so critical. And  in reading these transparency commission  disclosures from  brokers, it is wild, the stuff that they put in there and how conflicted their advice is.  One of them that I looked at last week said, broker acknowledges that their parent company has equity in the insurance carriers that they're recommending. Oh my gosh. So they're essentially saying, 32:52 We are an insurance company that's going to bias our recommendations to the own companies we have equity in. It's like, that's no longer a party you should take advice from, right? 33:07 Okay, so that's part one.  Yeah, no, this is this is  and you know,  I without it's gonna get too technical because the gag clause and  the prescription DC reporting so that you know, basically CAA has provided the set of benchmarks, right, which  you need to at least checkmark right before you actually do. 33:35 engage or decide on your employer benefit plan.  Yeah. To be in compliance with your fiduciary duty, particularly that of prudence. Yeah.  Yeah. And I think companies shouldn't look at as a checkmark. I think if they apply it with a good faith effort, they'll see like, oh,  it's not compliance. This is a framework  for making better decisions.  Right.  And that's what it's meant to do. It's meant to say, 34:05 Know your compensation, know your drug benchmarks,  and  eliminate any gag clauses to your data because you need your data to make decisions. So I think if companies make a faith effort, they'll automatically get better outcomes. That's the way here. Excellent. Well, thank you, Donovan. I want to give me this time to actually  speak about  how to contact you,  your company. But more importantly, 34:34 There is  you're hosting a webinar on August 14, which is right around the corner. Can you  give us some more details?  The details will be in the show notes,  but speak to the event that ethos benefits is hosting on August 14 2025. Thanks. Yeah, thank  you.  Yeah. So on the 14th, we're doing a fiduciary workshop masterclass, which is basically understanding what your 35:03 what your duties are, how to get through them, how to navigate them, how to have this framework for decision making and document that process as well. And it's all geared towards just achieving those better outcomes for your company, eliminating any of these risks and really creating positive results for your people. Excellent. And any information with respect to how to reach out to you beyond the- Yeah, sorry. the registration is on a banner on the top of our 35:33 on our homepage. So ethos benefits.com. If you connect with me on LinkedIn, LinkedIn,  Donovan, ragas, you can find it there as well.  Great. Well, I'm coming to the  part of my podcast, which  brings us back to the sandbox.  In my work, I'm all about working with purpose driven, scalable, and resilient companies. 36:00 And so I ask my guest, what is the meaning of each of those terms? What does purpose mean to you? 36:08 Purpose, what does it mean to you? That's such a big question that you can go a lot away from. You know, I feel like purpose should be almost like a hidden driver. It's almost not like a well-considered thing. It's just kind of driving you forward.  I think our purpose  is progress,  right? Like if something can be done better, it should be and just kind of moving forward with that. 36:35 We're trying to move one company at a time, but also the industry and better outcomes  for the country. 36:43 And that good feel factor when you get up in the morning and know that you're doing good, right? Yeah, absolutely. Let's just sleep well at night. Right? Yes. Amazing. How about resilience? You did share with me off  camera that yeah, while you abandoned the financials,  advisory role, it took almost five years, right to really find product market fit, right  and build this because it's a very unknown right industry. 37:12 unknown service within a very, very  complex industry, right? Yeah. So resilience for you, what does that mean?  Yeah, I think you're right. You know, it took us a while because we were sharing such a wildly different message than what people were hearing from their brokers. And sometimes they look at you and be like, well, you're small, they're big, that must mean they're right, right.  So I think resilience is being able to go from 37:42 failure to failure without any loss in energy, right? So when something doesn't go your way and you have an obstacle, an outcome that is less than desired, it's about being able to push on still without losing any of your optimism or energy. And that's all we do. So. Thank you for what you do. And scalable. What does scalable mean? 38:07 Scalable is certainly about having an actual documented process. I think when you're getting into something new as a company or a new system or procedure process, if it's not something that everybody in the company could repeat in the same way that I do, just inherently the way I do it because of my background and education, if it's not repeatable for everybody and everybody doesn't understand the purpose for those steps, 38:36 the outcomes from those steps, like the end result, it's definitely not gonna be scalable. Thank you. Final question. Did you have fun on the sandbox today? I did. Thank you so much for having  me. Thank you, Donovan.  So to my listeners, if you liked this episode with Donovan Rikas from Ethos Benefits,  sign up for the monthly release of founders, business owners, corporate directors, and professional service providers that share their experiences. 39:06 and how to build with strong governance a resilient, scalable, and purpose-driven company to make profits for good. Signing off for this month, thank you very much. Have a great day.  

In this episode of the Tacos & Tech Podcast, Neal Bloom sits down with Madeline Fraser, the dynamic founder and CEO of Gemist, a B2B SaaS and AI company revolutionizing the jewelry industry. Madeline shares how a frustrating search for a custom engagement ring sparked the idea for Gemist, which now powers customization, stone sourcing, and hyper-realistic rendering for jewelry brands and retailers. With deep product insight and two previous startups under her belt - including an appearance on Shark Tank and an exit into the gaming space - Madeline unpacks how her creative background and startup experience led her to build scalable tech that's reshaping a centuries-old industry. They talk about her time on The Pitch (where she met Neal and landed Gemist's first investment round), her vision for modernizing the jewelry shopping experience, and why customization is no longer optional for today's customers. Key Topics Covered: How Madeline turned a personal pain point into Gemist's founding story Her Shark Tank experience - and why the deal didn't go through What it's really like to bootstrap vs. fundraise Why user testing came before writing a single line of code The tech stack behind Gemist's jewelry customization engine Scaling B2B SaaS in a traditional industry The future of Gemist: watches, new verticals, and profitability Startup lessons from interior design to jewelry tech Why every founder needs grit, agility, and a chip on their shoulder Links & Resources: Gemist Connect with Madeline & Neal Madeline on LinkedIn Neal Bloom on LinkedIn @NealBloom on Twitter

Ever wondered if your people strategy is actually holding your business back? Yvonne Jackson—who's helped companies like Apple untangle their most stubborn people challenges—just dropped a truth bomb that might surprise you: equity isn't a culture problem, it's a process problem. And the fix? It's way less complicated (and a lot quicker) than most leaders think. In this episode, you'll hear how duct-tape solutions and “cute” values might be costing your business more than you realize—and what to do about it. But there's one unconventional move Yvonne makes that flips the whole high-performing team playbook on its head… Want to know what it is? In this episode, you will be able to: Discover how crafting a future of work strategy can transform your leadership and keep your team ahead in a fast-changing world. Unlock the secrets to building high-performing teams that stay motivated and aligned with your business goals. Understand why treating equity as a process problem can shift your entire approach to creating a fair workplace. Learn how to operationalize equity in talent management to drive real, measurable change in your organization. Master succession planning techniques that fuel sustainable business growth and prepare your team for what's next. My special guest is Yvonne Jackson Yvonne Jackson is an experienced business strategist specializing in organizational transformation, talent management, and operational equity. She has worked with major companies such as Apple and Oscar Health, where she led initiatives to align people strategies with core business objectives. Yvonne's expertise includes business process reengineering and identifying process-driven solutions to equity challenges, making her a sought-after advisor for organizations aiming to build high-performing, equitable teams. Her academic background spans the University of North Carolina, Chapel Hill, as well as international study in Thailand and Milan, giving her a broad perspective on leadership and team dynamics. As the founder of her own leadership consultancy, Yvonne combines practical experience with a global outlook, focusing on sustainable succession planning and the integration of equity into everyday business operations. The key moments in this episode are:00:02:43 - Yvonne Jackson's Background and Cross-Cultural Experiences 00:07:03 - Transitioning from DEI to Process-Driven Equity and Leadership 00:10:23 - Aligning Business Priorities with Equity for Sustainable Impact 00:12:53 - Operationalizing Equity through Process Improvement and Leadership Alignment 00:13:26 - Leveraging Tech and Process Reengineering in Talent Management 00:14:39 - Addressing Organizational Growth Challenges and Realignment Needs 00:17:19 - The Cost of Misalignment and Importance of Metrics in DEI 00:21:48 - Supporting Overwhelmed Leaders to Gain Strategic Clarity 00:25:32 - Revaluing Company Core Values as Decision-Making Tools 00:27:15 - Redesigning Organizational Values for Modern Equity and Decision-Making 00:31:09 - Embracing AI to Identify Workflow Inefficiencies and Drive Strategy 00:32:40 - Recommended Leadership Reading: The Courage to Be Disliked 00:34:07 - Prioritizing Sleep as a Key Productivity Ritual for Leaders 00:36:39 - Changing the World by Shifting Social Media Narratives 00:40:21 - Operationalizing Equity and Centering Humanity in the Future of Work Connect with Yvonne Jackson and her work by visiting her website or finding her on LinkedIn. Get 10% off your first month of therapy with BetterHelp by visiting www.betterhelp.com/difference. Join the Master the Career Pivot course at www.loriadamsbrown.com/careerpivot 10% off with the code: DIFFERENT Rate and review the podcast by tapping 5 stars and leaving a quick review to help more difference makers find the show. Learn more about your ad choices. Visit megaphone.fm/adchoices

Peggy Smedley and Akshitha Sriraman, assistant professor, Carnegie Melon University, discuss new research and why it is important to design scalable and efficient data center systems. She says her research focuses on large-scale data center systems and how to make the servers more sustainable and circular. They also discuss: Open-source tooling infrastructure and open-source datasets and benchmarks. The correlation between cost and carbon. Why she chose this as her research and how her research has shifted. users.ece.cmu.edu/~asrirama  (8/12/25 - 932) What You Might Have Missed:  Server Farms, Data Centers, AI Factories, Oh My! All about Data Center Construction At the Sustainable Data Center IoT, Internet of Things, Peggy Smedley, artificial intelligence, machine learning, big data, digital transformation, cybersecurity, blockchain, 5G, cloud, sustainability, future of work, podcast, Akshitha Sriraman, Carnegie Melon University This episode is available on all major streaming platforms. If you enjoyed this segment, please consider leaving a review on Apple Podcasts.

Aligning Culture, Talent & Strategy for Scalable Growth with Dr. Kallol Biswas, Ph.D. In this powerful episode of The Hurricane H Show, we sit down with Dr. Kallol Biswas, Ph.D. — a global leadership expert, Principal Consultant, and Fractional Executive with over 20 years of experience leading high-performance teams across pharma, biotech, and medical devices. Together, we explore how organizations can align culture, talent, and business strategy to unlock scalable growth — especially in today's fast-evolving, innovation-driven world. Dr. Biswas shares key insights on transforming technical leaders into strategic influencers, building trust across global teams, and the growing role of fractional leadership in regulated industries. Whether you're a CEO, team leader, HR executive, or an emerging professional in life sciences, this episode will shift how you view leadership, execution, and long-term performance. Topics Covered: Leadership transformation in pharma & biotech Aligning culture with strategy and execution Fractional executive insights Scaling high-performance teams globally The future of life sciences leadership

The Big Unlock · Digital Twins Could Be a Game-Changer for Scalable Healthcare Innovation – Podcast with Inderpal Kohli In this episode, Inderpal Kohli, Healthcare Executive Leader (Englewood Health, HSS, and Columbia University Medical Center), shares his vision for scalable digital health transformation. He outlines a proven framework focused on patient engagement, clinically integrated care, and remote patient monitoring—strategies that have already driven an 18–20% increase in online scheduling and improved outcomes in preventive care campaigns. Inderpal also reflects on how a chance project in biomedical informatics sparked his passion for digital transformation, leading to pioneering work in digital pathology, remote monitoring, and digital front door solutions. He explores the promise of ambient documentation in reducing clinician burden and enhancing satisfaction, and addresses the persistent challenge of integrating EHR systems with third-party tools—stressing the importance of seamless integration for meaningful impact. He also discusses the potential of digital twins as a game-changer, shares lessons on building agile, consumer-focused digital teams, and weighs in on how GenAI and agentic automation are poised to reshape care delivery. Take a listen.

Operations can be your greatest growth asset or your biggest roadblock. In this episode, we return to Riley and Jean to see how their very different approaches to running their consulting businesses are playing out. One is stuck in complexity and constant firefighting. The other is building something that runs smoothly, even when they step away. We will explore what makes operations truly scalable and why it matters so much once you start to grow. You will walk away with a fresh perspective on where your own systems might be slowing you down and what to focus on next. Listen now to see which consultant's week feels more like yours and what could change if you focused on scaling simplicity.

Aligning Culture, Talent & Strategy for Scalable Growth with Dr. Kallol Biswas, Ph.D. In this powerful episode of The Hurricane H Show, we sit down with Dr. Kallol Biswas, Ph.D. — a global leadership expert, Principal Consultant, and Fractional Executive with over 20 years of experience leading high-performance teams across pharma, biotech, and medical devices. Together, we explore how organizations can align culture, talent, and business strategy to unlock scalable growth — especially in today's fast-evolving, innovation-driven world. Dr. Biswas shares key insights on transforming technical leaders into strategic influencers, building trust across global teams, and the growing role of fractional leadership in regulated industries. Whether you're a CEO, team leader, HR executive, or an emerging professional in life sciences, this episode will shift how you view leadership, execution, and long-term performance. Topics Covered: Leadership transformation in pharma & biotech Aligning culture with strategy and execution Fractional executive insights Scaling high-performance teams globally The future of life sciences leadership

Send us a textJoin us for a dynamic panel discussion on the rapidly evolving world of alternative investments. Hosted by the Family Office Club, this conversation brings together top investors and entrepreneurs across cannabis, precious metals, AI-driven asset management, fractionalized art, oil & gas, and battery energy storage.

Welcome to a new episode of Business Lunch! In this episode, Roland Frasier and Richard Lindner take a look at the current trend of running businesses with ultra-lean teams, the role of AI in operational efficiency, and the real impact these choices have on business value and potential for acquisition. Whether you're a founder, operator, or executive looking to optimize your team, scale profitably, or prepare your business for sale, this episode is packed with insights on balancing technology, human capital, and long-term growth.Highlights:"It's a badge of honor to operate with as few people as possible.""If you're a lifestyle business, build a lifestyle business. If you're building to sell, you're selling the ability to execute.""Trying to be lean in customer support is usually to give poor customer support.""Small businesses that are overly lean are just not going to be as marketable as companies that have redundancies."Timestamps:00:00 – Introduction01:05 – The Lean Team Trend: Entrepreneurs and the new badge of honor02:44 – Three Business Models: Lifestyle, lean tech, and scalable teams05:49 – Technology as Amplifier: Roles for tech and humans08:13 – The Customer Support Cautionary Tale: $40M savings gone wrong12:16 – Human Touch in Customer Service: Why empathy matters15:45 – Transferable Value: The importance of cross-training and redundancy19:28 – Critical Roles for Lean, Profitable Companies: Finance, marketing, sales, and tech24:26 – Departmental Tech Specialists: Bridging humans and AI30:16 – Digital Marketer's AI Solutions: How to get started and who it's forCONNECT • Ask Roland a question HERE.RESOURCES:• 7 Steps to Scalable workbook • Get my book, Zero Down, FREETo learn more about Roland Frasier

A lot of business owners think building systems is a waste of time. Sound familiar? You create systems, your team ignores them, and you're left wondering what the point was. That used to be me—until I discovered the real secret: systems only work if your team actually uses them. In this video, I'm sharing 7 powerful tips to get your team to not only use systems—but to love them. ✅ One client saved $60K. ✅ Another saved 15 hours/week. ✅ All because they implemented the right systems, the right way. If you're ready to streamline operations, save time, and scale your business (without micromanaging), this episode is for you.

In this episode of the PT Profit Podcast, I sit down with Oreet, founder of the SharQuí Method, to explore how she transformed her cultural roots and passion for belly dance into a scalable, accredited fitness certification that's empowering instructors around the world.We discuss:The origin story of SharQuí Method and how Oreet identified a gap in the fitness industryThe 32-count method that makes her classes effective and accessible for all skill levelsHow SharQuí Method differs from Zumba and traditional dance fitness formatsWhy belly dance is more than movement — it's a modality for strength, sensuality, and soulHow Oreet helps instructors turn their passion into profitable class offeringsIf you've ever thought, “I love movement, but how do I make it a business?” this episode is for you.

QFF: Quick Fire Friday – Your 20-Minute Growth Powerhouse!   Welcome to Quick Fire Friday, the Grow A Small Business podcast series that is designed to deliver simple, focused and actionable insights and key takeaways in less than 20 minutes a week.   Every Friday, we bring you business owners and experts who share their top strategies for growing yourself, your team and your small business. Get ready for a dose of inspiration, one action you can implement and quotable quotes that will stick with you long after the episode ends!   In this episode of Quick Fire Friday, host Rob Cameron speaks with Leslie Hassler, founder of Your Biz Rules, shares her journey of helping service-based entrepreneurs scale with confidence and clarity. Leslie dives into her proprietary Scaling Rich Method and explains how focusing on predictable profitability, 90-day strategic planning, and mindset shifts can unlock exponential growth. She discusses a powerful case study where a client grew from $125K to over $1M in take-home pay within a few years. Leslie emphasizes that growth doesn't have to mean burnout—and that business success is about building systems, leveraging the right team, and not doing it all alone. Key Takeaways for Small Business Owners: Profitability Comes First – Focus on making your business predictably profitable before scaling; cash is the fuel for growth.   Use 90-Day Strategic Plans – Long-term visions are important, but 90-day plans keep goals achievable, focused, and easier to execute.   Mindset Matters – Often, the biggest growth barrier is in your head. Let go of limiting beliefs and be open to what's truly possible. Our hero crafts outstanding reviews following the experience of listening to our special guests. Are you the one we've been waiting for?   You Don't Have to Do It Alone – There's no trophy for burnout—leverage experts, teams, and advisors to lighten the load and scale smarter.   Growth Can Be Exponential, Not Just Incremental – With the right foundations, systems, and timing, rapid growth is achievable without chaos.   One-Size-Fits-All Doesn't Work – Every business is different. Custom strategies based on data and current business needs outperform cookie-cutter solutions. One action small business owners can take: According to Leslie Hassler, one action small business owners can take is to create a focused 90-day strategic plan based on real business data—this helps identify low-hanging fruit, prioritize actions, and build momentum toward scalable growth. Do you have 2 minutes every Friday? Sign up to the Weekly Leadership Email. It's free and we can help you to maximize your time. Enjoyed the podcast? Please leave a review on iTunes or your preferred platform. Your feedback helps more small business owners discover our podcast and embark on their business growth journey.

The Future of Less Work—And the Executive Edge AI Can't Replace | Nirit Cohen You've been told: “Work smarter, not harder.” But Executives are waking up to a harsh reality: AI is cheap. Fast. Scalable. And it's replacing parts of your job that made your title impressive. Nirit Cohen saw this coming. As a former Intel exec, Forbes columnist, and Future of Work Strategist, she's been tracking the trends most leaders are just waking up to. Her take is clear: The future isn't more hustle. It's more human. “Less work” isn't about layoffs. It's about leadership finally getting redefined. And efficiency isn't the goal; it's differentiation. Here is what we break down: Why RTO “return to office” isn't about collaboration but about control How AI is replacing tasks but NOT talent The real reason voice will replace keyboards (and why it matters for execs) What the new career path looks like when ladders are dead and rock walls rule How to find your “unfair advantage” and make it non-negotiable AI will do the busywork. But only you can bring the lens, insight, that human touch.   This episode is your guide to owning the work only you can do. The future isn't less valuable. It's less vanilla. Connect with Nirit Cohen: Linkedin: https://www.linkedin.com/in/niritcohen/ Website: https://niritcohen.com/en/home-en/?lang=en  Forbes: https://www.forbes.com/sites/niritcohen/2025/07/27/when-work-talks-back-and-voice-becomes-the-new-keyboard/ The Future of Less Work Podcast: https://podcasts.apple.com/eg/podcast/the-future-of-less-work/id1788026485    Loved the episode? Get a copy of my ebook Turn Age Into Your Advantage Follow me on LinkedIn: https://www.linkedin.com/in/lorengreiff/ Follow me on Instagram: https://www.instagram.com/portfoliorocket/ Watch my podcast on YouTube: https://www.youtube.com/channel/UCpGM7j8croBkkZ4bLqN7DOQ/

What happens when a former investment banker, turned educator, launches a nonprofit that matches Ukrainian English learners with global volunteers—just before a war breaks out? Meet Katerina Manoff, founder of Engin, who scaled her organization from an idea to serving 50,000+ people in just five years. In this episode, we unpack how she matched unmet demand with innovative volunteer solutions, navigated global crises, and built a million-dollar nonprofit with staying power. Episode Highlights 03:13 Starting a Nonprofit: Tips and Insights 05:29 Growth and Scaling of Engin 06:36 Identifying Demand and Matching Solutions 14:30 Fundraising Journey and Strategies 24:49 Final Advice and Confidence in Leadership   My guest for this episode is Katerina Manoff. Katerina Manoff is the founder & CEO of ENGin, a global nonprofit that has paired over 50,000 English learners and volunteers for online conversation practice and cultural exchange. Prior to starting ENGin in 2020, Katerina spent a decade working in the education space, where she helped launch multiple nonprofit and for-profit initiatives. Katerina began her career as an investment banker at Evercore Partners. She holds a Master's in Education from Harvard University and Bachelors degrees in International Studies and Business from the University of Pennsylvania. Katerina is also a mom of two young girls and enjoys writing in her free time.   Connect with Katerina: Website: www.enginprogram.org Facebook: https://www.facebook.com/enginprogram; @enginprogram Instagram: https://www.instagram.com/enginprogram/; @enginprogram LinkedIn: https://www.linkedin.com/in/katerina-semida-manoff-12b27720/ Sponsored Resource Join the Inspired Nonprofit Leadership Newsletter for weekly tips and inspiration for leading your nonprofit! Access it here >> Be sure to subscribe to Inspired Nonprofit Leadership so that you don't miss a single episode, and while you're at it, won't you take a moment to write a short review and rate our show? It would be greatly appreciated! Let us know the topics or questions you would like to hear about in a future episode. You can do that and follow us on LinkedIn.

In this episode, a former top-ranked commercial truck sales rep, Sean Lyden of Systematic Selling, breaks down what actually works in freight sales!  We talk about the 90-day rule in B2B, how to reframe cold calls as shopping for customers, and why your Ideal Customer Profile isn't just about who to target, but also who to avoid. Sean also shares his dial-based prospecting strategy, KPI tracking tips, and why consistency beats intensity every time! If you're a freight broker, carrier representative, or logistics founder, this is the kind of tactical strategy that can immediately shift your sales game. Want better conversions and a stronger pipeline? Tune in and start doing the work!   About Sean Lyden Sean is the founder and CEO of Systematic Selling, where they help SMB owners and their sales teams in the service trades scale their sales (without the chaos). Sean is a former U.S. Top 25 medium-duty truck sales rep (GMC, Chevrolet, Isuzu brands), has been in sales for 28 years, has handled over 1,200 coaching sessions for founders, owners, and their sales teams, and the co-author of Collaboration Effect on Profit: Overcoming Founder's Syndrome to Achieve Sustainable Success (2024).   Connect with Sean LinkedIn: https://www.linkedin.com/in/seanlyden/ Newsletter: https://www.systematicselling.co/  

Welcome to a new episode of Business Lunch! In this episode, Roland Frasier and Ryan Deiss dive into the emerging trend of rolling up traditional businesses and supercharging them with AI. They discuss the opportunities and pitfalls of this strategy, offer advice for old-school business owners, aspiring platform companies, and investors, and share real-world examples of value creation through AI integration. This episode is perfect for entrepreneurs, business owners considering acquisitions, and anyone curious about the intersection of AI and business growth.Highlights:"Roll ups fail at the integration level, and the integration is really what systems do we have to do that?""If you don't invest in up-leveling and AI-fying your business now, you'll be acquired on the cheap.""The basic building blocks of why you would do a roll up, applied with AI and tech, make perfect sense to me.""If you're planning on just shutting it down or letting it die a slow and profitable death, then cool. But if it's longer than that, you either have to get on the bus or face being put out of business."Timestamps:00:00 Introduction04:15 AI and Roll-Ups: Success and Failure 07:16 Advice for Old-School Businesses 10:30 Investor Strategy and Execution 16:05 Management and Systems for Roll-Ups 17:56 Investor Strategy: Mergers and Acquisitions 20:52 Value Addition through AI CONNECT • Ask Roland a question HERE.RESOURCES:• 7 Steps to Scalable workbook • Get my book, Zero Down, FREETo learn more about Roland Frasier

Welcome to a new episode of Business Lunch! In this episode, Roland Frasier and Ryan Deiss dive into the real challenges facing small and medium-sized businesses today, cutting through the marketing spin of industry reports. If you're a business owner, entrepreneur, marketer, or anyone interested in practical strategies for growth, customer acquisition, and leveraging AI, this episode is for you. Tune in for candid insights, actionable advice, and a few laughs along the way.Highlights:“I've never once in my entire life heard a small business owner use the word ‘resilience.'”“If your offer is confusing, it's not going to work, simplicity wins right now.”“AI is the single biggest disruptive event any of us have ever experienced.”“Let people buy the way they want to buy.”Timestamps:00:00 - Introduction01:36 – Salesforce Report: Hype or Help?03:57 – Do Business Owners Really Say ‘Resilience'?05:14 – AI Adoption: Fear of Losing the Human Touch07:38 – What Are the Real Top Challenges?11:07 – How Macroeconomics Impact Sales15:23 – Simplifying Offers for Better Results17:41 – Creating a ‘Happening' to Re-Engage Customers21:05 – AI-ifying Your Business: Pivot or Perish28:04 – Acquisitions: The Private Equity Playbook for SMBsCONNECT • Ask Roland a question HERE.RESOURCES:• 7 Steps to Scalable workbook • Get my book, Zero Down, FREETo learn more about Roland Frasier