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Brad Johnson is the Co-Founder of Triad Partners, a business development coach for financial advisors. We sat down with Brad to learn how Triad helps advisors scale their practices to nurture business growth while achieving freedom in their personal lives.
A deep dive into data-driven marketing and entrepreneurship with Dr. Alexa D'Agostino, covering two decades of experience and insights.Persistence vs. Delegation: The biggest hurdles to scaling are a lack of persistence for those under $1 million and a CEO's inability to delegate and focus on strategy for those over $5 million.Data is More Than Numbers: Data is defined as buying behavior, what customers hate, when they click, and why they don't buy—it's crucial to listen to what the data is screaming, not to guess.The Shift in Content: Polished, overproduced content is hurting conversions. What converts now is "raw, real, fast, unedited" content like screenshots and behind-the-scenes looks, which builds trust and transparency.AI as an Amplifier: AI will not take over marketing teams but will change their roles, requiring more strategists. AI is only as good as the knowledge it's trained on, and it amplifies what you know.Relentless Execution: Dr. Alexa's secret sauce is "relentless execution"—moving faster, testing faster, and launching, learning, and tweaking instead of waiting for perfection.Avoiding Shiny Object Syndrome: Founders should focus on one offer and scale it to the $750K to $1.5M range to ensure enough profit to hire a dedicated team member before expanding to a second offer.Tracking Traction: Traction isn't always revenue; it can be momentum, interest, waitlist sign-ups, or acquisition interest, which indicates the need to pivot or double down.Single Channel Focus: Beginning entrepreneurs should focus on mastering one channel (e.g., TikTok for product, LinkedIn for education) where their consumer is, to build community, drive traffic, and avoid burnout.Top 3 Data Points: The most important metrics to track are Traffic (are they staying?), Conversion Rate (is the campaign working?), and Cost Per Sale/Lead.Low vs. High Ticket Sales Funnel: Social media acts as the top of the funnel to build trust. Low-ticket sales are a volume play, while high-ticket sales require deeper trust and a longer engagement journey (often six months or more).Essential Business System: Every founder needs a CRM (even starting with a basic spreadsheet like Excel) to capture leads, keep them warm, and follow up, as leads don't just "pop up."Value in the Age of AI: The true value an expert provides is in context, knowledge, and perspective, which AI cannot replicate because it has not lived the experience. This episode is NOT sponsored. Some product links are affiliate links, meaning we'll receive a small commission if you buy something.===========================⚡️PODCAST: Subscribe to our podcast here ➡ https://elevatemedia.buzzsprout.com/⚡️Need post-recording video production help? Let's chat ➡ https://calendly.com/elevate-media-group/application⚡️For Support inquires or Business inquiries, please email us at ➡︎ support@elevate-media-group.comOur mission here at Elevate Media is to help purpose-driven entrepreneurs elevate their brands and make an impact through the power of video podcasting.Disclaimer: Please see the link for our disclaimer policy for all our episodes or videos on the Elevate Media and Elevate Media Podcast YouTube channels. https://elevatemediastudios.com/disclaimer Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Hiring for your business? Here's how to choose who to hire next, and a bunch of hiring mistakes and lessons wrapped up embarassing stories (which always makes them easier to remember, don't you think?)In this episode, I share the most cringeworthy hiring mistake I ever made, followed by another hiring mistake I made no less than 6 times (learn from me, and don't repeat it!)You'll get an exercise to help you figure out what kind of support/team your business needs right now, and even some mindset traps to lookout for to make sure you choose someone who serves your business even better than you do. Whether you're hiring your very first virtual assistant or thinking about expanding your team, this episode will shift how you approach growth, hiring, and the roles that actually move the needle in your business.We'll talk about:The real first role you should hire for (hint: it's not a clone of yourself)Why diversity of experience matters more than matching vibesHow to figure out where your time is actually going before you delegateRepeatable tasks you can get off your plate this weekWhat to look for when someone has skills, but not experienceThe difference between outsourcing deliverables and building a business that runs without youThis episode is a must-listen for solopreneurs, entrepreneurs scaling up, and anyone navigating the chaotic middle of business growth.✨Tap here to watch a FREE masterclass on “How To Get Clients From Instagram (without wasting hours glued to your phone)" https://parkdale-republic.lpages.co/evergreen-webinar-registration/ Tap here to get your free Posts That Sell Template (This caption got us 10 sales calls in 3 hours) https://parkdale-republic.lpages.co/10-sales-calls-new
What if the expertise you already have is more than enough to scale your business? In this episode, I sit down with course and membership strategist Jen Howat to talk about the shift from simply sharing information to creating real transformation for our clients. We explore why so many high-achieving women overcomplicate their offers — trying to reinvent the wheel or pack in everything they know — when the truth is, the expertise we already have is powerful, proven, and capable of serving more people than we ever imagined. We dig into how clarity, simplicity, and intentional design help your audience actually move forward — without overwhelm. Jen also breaks down why perfectionism is a silent growth-killer — and how "doing it messy" is the only way to gain clarity, improve your programs, and create the bigger impact you're meant to have. If you've ever questioned whether you're ready to scale, this conversation will have you rethinking how you package your brilliance, how you support transformation, and what's possible when you finally go for it. Show notes available at www.leadinglady-coaching.com/podcast Resources Mentioned: Download Jen's Free Guide: https://www.jenhowat.com/ready-to-scale Have you joined the Leading Ladies Facebook Group yet?! I would love to see you in there! Head to https://www.facebook.com/groups/LeadingLadiesAAL to join! Let's connect on Facebook: https://www.facebook.com/aalcoaching Let's connect on Instagram: https://www.instagram.com/leading.lady.coach/
Unlock the secrets to scaling your business with AI! In this episode of the Command Your Brand Show, host Josh Silvestro dives deep into innovative strategies to help CEOs and entrepreneurs maximize their growth potential. Joined by AI expert and successful entrepreneur Avi Vatsa, the discussion covers everything from leveraging AI for business automation to creating impactful marketing campaigns and scaling efficiently in today's digital landscape. Learn how tools like Dialora.ai, Codest, and Growth Driven Digital are revolutionizing industries through cutting-edge AI applications in marketing, customer engagement, and productivity. Discover how to use AI for market research, competitor analysis, and creating cost-effective solutions tailored to your business needs.Are you ready to command your brand, start your own podcast, or enhance the quality of your business operations in 2024? Whether you're looking to build your podcast empire with expert audio and video setups or integrate AI to boost efficiency, this episode is packed with actionable insights and strategies to help you succeed.Don't miss out on the chance to transform your business! Subscribe now to stay ahead of the curve, and visit www.commandyourbrand.com for expert guidance on podcast publicity and scaling your brand. Let's make 2024 your most impactful year yet!#scalingstartups #digitalmarketingstrategies #customeracquisitionstrategies #effectivemarketingcampaigns #entrepreneurshiptipsCHAPTERS:00:00 - Introduction01:29 - Avi Vatsa's Background03:16 - Passion for AI and Business Growth07:02 - Building a Business with AI12:40 - Understanding the Worst AI18:09 - Entrepreneurial Advice19:44 - Wrappers vs. AGI Explained23:10 - Challenges in Automating Processes27:34 - Key to Scaling a Business31:54 - Leveraging Resources for Success36:07 - Influences on Career Development40:10 - Inspiring Success Stories43:51 - Connecting with Avi Vatsa45:17 - Outro
Send Katie a Text Message!! So many designers get stuck in their businesses because of the beliefs they carry about money, success, and what it takes to grow. In this episode, I'm talking honestly about the most common limiting beliefs I see in my coaching practice — from thinking you have to struggle to make money, to believing that success takes years, to feeling like you're not ready yet. I'm sharing how these beliefs show up, why they're keeping you stuck, and, most importantly, what you can do to overcome them. If you've ever felt frustrated, burnt out, or like your business isn't reflecting the life you want, this episode is for you.IN THIS EPISODE:Why the belief “I have to struggle to make money” is holding designers backHow the “I'm not ready yet” mindset stops you from stepping into CEO leadershipWhy thinking success takes years can keep you waiting instead of actingHow to identify and challenge the stories you tell yourself about your businessPractical steps to replace limiting beliefs with clarity, confidence, and intentional actionLimiting beliefs are invisible barriers that keep you from scaling, enjoying your work, and leading your business with confidence. When you recognize them, name them, and shift them, you create space for action, growth, and a business that actually supports your life. This episode will give you the mindset tools to start breaking free from those beliefs today.Connect with Katie LinkedInBusiness Strategy Sessions for Interior Designers Free Resources for scaling your interior design firmWebsite
Send us a textThis week on Branded & Booked, Kailee and Tina sit down with business + sales coach Aubrianna Kay, the powerhouse mentor helping mid-level entrepreneurs expand and scale their business. We go deep into the energetics of scaling — because your next level isn't just about better strategy… it's about becoming the version of you who can hold more money, more visibility, more clients, and more expansion.During this episode, we talk about:What actually shifts when you move from $10K → $20K → $50K monthsThe role of identity, embodiment, and “ego death” in business growthWhy you can't mindset-hack your way to sustainable incomeThe difference between hitting a big month vs stabilizing itHow energetics + strategy work together (not against each other)Building revenue that feels aligned, ethical, and scalableIf you're craving your next financial leap, this episode will challenge, expand, and activate you in the best way.✨ Connect with Aubrianna Kaye on Instagram: @aubriannakay ✨ Learn more about her work: www.aubriannakay.com
Why the Digital Space Feels Slower and What Wise Founders Do About It before it's too late....But first, grab my ICONIQUE GUIDE HERE!Okay sis, let's talk.Because if it feels like something's off in the online space right now... you're not imagining it.Like — you're showing up, posting the content, doing the work, trying to stay positive and obedient and keep the needle moving... but the engagement is flat, the sales feel softer, and honestly? It's just weird out here.And if you've caught yourself thinking:“Is it just me?”“Did I lose my spark?”“Is this even working anymore?”...I need you to hear this: You're not broken. The space is shifting.In this episode, I'm being super honest about what I've been hearing behind the scenes...From my high-level clientsFrom women in my mastermindFrom voice notes, DMs, IRL convos at events...And the pattern is clear:Even the seasoned, strategic, been-doing-this-for-years women are saying it's slower.We get into:The economy and why your audience is more hesitant — not because they're mean, but because they literally have less margin.The trust gap that's grown from years of marketing over-promising and under-delivering.And the real opportunity that comes when most people back out, but you decide to plant deeper and lead better.This isn't about hustle harder or pretending it's all okay.This is about being honest and smart.This is about NOT SPIRALING!!!So if your content feels like it's falling flat...If you're doing all the right things but it still doesn't feel aligned...If you feel like you're carrying your business solo and questioning whether you're even called to grow it this big...This episode is the mirror moment you didn't know you needed.
In this podcast episode, Dr. Jonathan H. Westover talks with Namit Jindal about AI, organizational leadership, and scaling your business. Namit Jindal runs a software company called Aerosend.io. They help B2B companies send cold emails that land in the inbox. They specialize in facilitating highly personalized emails that are relevant to the audience. Check out all of the podcasts in the HCI Podcast Network!
As an entrepreneur, when was the last time you stepped back to recalibrate?As Founder, Chairman, and CEO of Breakthrough3X, Dan Kuschell reveals how he went from near burnout to building and selling multiple companies and why most entrepreneurs are growing the wrong way. With 30+ years of experience building and selling companies, he knows how to spot blind spots and turn them into opportunities for growth.Dan shares the frameworks and mindset shifts that saved his health, transformed his business, and created lasting impact. From rethinking the “know, like, trust” formula to building a 7-figure business with just 400 followers, this episode will challenge everything you thought you knew about growth.Dan breaks down the 5 pillars every business owner needs to scale simply, why automation without personalization is dangerous, and the quick 8-word exercise that can clarify your message instantly.Whether you're an entrepreneur, marketer, or small business owner, this episode will show you how to play bigger without burning out.What You'll Learn in This Episode:Why the popular “know, like, trust” formula is a lie — and what actually worksThe 8-word exercise that instantly sharpens your messageHow one entrepreneur built a 7-figure business with just 400 followersThe 5-pillar system to identify where your business is stuckWhy automation without personalization will kill your growthHow partnerships can protect and scale your businessConnect with Dan Kuschell:Email: dan@breakthrough3x.comWebsite: https://breakthrough3x.comLinkedIn: https://www.linkedin.com/in/dankuschellResources:Connect with IanDownload a Tackle Box!Supercharge your marketing and grow your business with video case stories today!Subscribe to the YouTube Channel Hosted on Acast. See acast.com/privacy for more information.
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In this inspiring episode, Allison Maslan, Founder and CEO of Pinnacle Global Network, joins forces with Camille Burns, CEO of the Women Presidents Organization (WPO). Together, they bring decades of experience helping thousands of women business owners scale from one million to over one hundred million in revenue. Camille shares how WPO has grown from 17 chapters to more than 150 worldwide, creating a trusted global network where women leaders can be real about their challenges, learn from each other's experiences, and rise together. Allison and Camille dive into what it truly takes to scale sustainably, from building your leadership team to letting go of control, and why vulnerability and community are the most underrated growth strategies in business. They also unveil ASCENT 2025, a powerful new virtual event uniting Pinnacle Global Network and WPO to help women entrepreneurs gain clarity, strategy, and connection to scale faster than ever before. If you're a woman CEO ready to expand your impact and elevate your leadership, this episode will show you that the next level of success begins with collaboration. Secure your seat today: https://ascent2025.com
Founder of The Upside, Erin Halper, joined me on Ditching Hourly to share her pro tips on creating and sustaining a premium online community. Erin's Links:Erin's community » https://betheupside.com/Erin's LinkedIn » https://www.linkedin.com/in/erinhalper/Chapters(00:00) - Introduction and Guest Welcome (00:19) - Erin Halper's Background and The Upside Community (03:19) - Challenges and Evolution of The Upside (07:24) - Starting and Running a Community (09:18) - Best Practices for Community Management (24:08) - Pricing Strategies for Independent Consultants (30:19) - Navigating Agency Subcontracting (30:52) - Building and Scaling Your Business (31:42) - Lifestyle and Impact in Consulting (33:00) - Celebrating Wins and Community Support (34:26) - Visibility and Positioning (36:03) - Pricing Strategies and Market Shifts (37:47) - Maintaining Boundaries in Community (40:30) - Application Process and Membership Cap (43:40) - Quarterly Open House Strategy (47:18) - Onboarding and Member Matching (55:26) - Concluding Thoughts and Contact Information ----Do you have questions about how to improve your business? Things like:Value pricing your work instead of billing for your time?Positioning yourself as the go-to person in your space?Productizing your services so you never have to have another awkward sales call or spend hours writing another custom proposal?Book a one-on-one coaching call with me and get answers to these questions and others in the time it takes to get ready for work in the morning.Best of all, you're covered by my 100% satisfaction guarantee. If at the end of the call, you don't feel like it was worth it, just say the word, and I'll refund your purchase in full.To book your one-on-one coaching call, go to: https://jonathanstark.com/callI hope to see you there!
Are you planning like a CEO or just staying busy? In this solo episode, Ashley digs into how to plan like a CEO, not a busy entrepreneur. She breaks down the time vs. money mindset shift, her 4-part to-do list, and the weekly habits that make consistency inevitable. Ashley wraps things up with a guided tour through the 2026 Retail Planner (formerly the Boutique Boss Planner): sales and social tracking, checklists, monthly reviews, and how to use it with your manager or team. You'll Learn The CEO mindset that frees up time and scales revenue The 4 lists that remove overwhelm and increase focus How to pair paper + Trello + Google Calendar Time-blocking/theme days that stick What's inside the 2026 Retail Planner and why the monthly review pages drive smarter decisions
In today's episode, I sit down with my dear friend Stephen Scoggins, an entrepreneur who went from homelessness to building and selling a company just shy of nine figures. Stephen's story is raw, inspiring, and packed with lessons on alignment, personal branding, and the courage to reinvent yourself. Stephen started a siding business out of a construction trash pile to lead 400 employees across multiple states. After surviving betrayal, loss, and rebuilding from the ground up, he exited his company in 2023 and has since become a sought-after speaker and mentor. Stephen shares his blueprint for personal congruence, building influence, and scaling with integrity. Trust me, you'll want to grab a notebook for this one! "Alignment for me is complete congruence between values, beliefs, and identity." ~ Stephen Scoggins In This Episode: - Stephen's backstory and how we met - The power of sharing your story with your team - Finding alignment and authenticity - Tips for overcoming entrepreneurial challenges - Morning routines and personal growth mindset - Adopting a new approach to journaling - The connection between manifestation and faith - How to practice stillness and sabbaticals - Authenticity in personal branding - Reinvention and future plans Claim Your Free Gifts From Stephen! Discover What's Really Holding You Back from Scaling Your Business: https://stephenscoggins.com/alignment Get an 8-Figure Mindset Makeover: https://resources.unstoppablesolutions.com/8figure About Stephen Scoggins: Stephen Scoggins is a battle-tested business strategist, bestselling author, and founder of Unstoppable Solutions by Scoggins International Inc. Named by USA Today and The Wall Street Times as one of the fastest-growing entrepreneurs in 2023, Stephen has built and exited multiple companies and mentored thousands through his Unstoppable Entrepreneur Programs' proven frameworks for aligned, sustainable success. With over 48 million podcast views, his hit show Build empowers purpose-driven leaders to scale without selling their souls. Website: https://stephenscoggins.com/ Instagram: https://www.instagram.com/stephen_scoggins/ Facebook: https://www.facebook.com/stephenscoggins/ Where to find me: IG: https://www.instagram.com/jen_gottlieb/ TikTok: https://www.tiktok.com/@jen_gottlieb Facebook: https://www.facebook.com/Jenleahgottlieb Website: https://jengottlieb.com/ My business: https://www.superconnectormedia.com/ YouTube: https://www.youtube.com/@jen_gottlieb
In this episode of The AZREIA Show, hosts Marcus Maloney and Mike Del Prete welcome Stuart Gethner to discuss strategic alliances, joint ventures, and key real estate partnerships. Stuart shares insights on defining roles, aligning expectations, vetting partners, and ensuring strong chemistry. The episode explores the difference between partnerships and joint ventures, real-life examples, and practical advice for scaling your business. Don't miss their October 18th class offering checklists and tools for forming effective partnerships. Key Takeaways: 01:11 Education in Partnerships 01:22 Starting & Scaling Your Business 01:56 Critical Partnership Concepts 02:30 Vetting Partners 03:44 Defining Roles 08:10 Starting Without Money 10:38 Partnerships vs. Joint Ventures 13:39 Real-Life Stories 14:09 Crucial Conversations 14:51 Background Checks 17:02 Sharing Responsibilities 18:59 Scaling Through Partnerships 20:03 Mentors & Advisors 20:34 Upcoming Joint Ventures Class 22:21 Collaboration Benefits 24:59 Pitching to Investors -
When you're building a business that appeals to investors, you have to show that you can scale and stabilize at every level. But here's the thing - scaling isn't clean or painless…it's not supposed to be. It almost always means that things will break. Systems will strain, processes will collapse, and the business will feel unstable. This is inevitable. Growth will always stress the business. As a founder, your mindset shouldn't be preventing stress; it should be preparing for it. Every stage of growth demands that you adapt, fix what cracked under pressure, and put new structures in place that can carry you to the next level. And part of that structure isn't technical at all, it's human. Your inner circle has to be balanced. Too many yeses and you'll miss the weak spots. Too many nos and you'll never take the risks growth requires. What should early-stage founders be thinking about as they grow? How did my guest turn a $30K loan from his 401K into 20+ million in real estate and a $10M a year company? In this episode, I'm joined by entrepreneur, mentor, short-term rental expert, and investor, Josh Hatter. We unpack why scaling is supposed to feel uncomfortable, how to treat breakage as proof of progress, and why curating the right mix of voices around you might be the most important system you ever build. Topics Covered How Josh turned a $30k 401k loan into $20M+ of real estate assets and $100M under management How childhood chaos became his greatest entrepreneurial strength The real reason rental arbitrage is dangerous (and what to do instead) How to survive a once-in-a-lifetime industry collapse like COVID in hospitality Why scaling means breaking your systems on purpose The hardest balancing act in entrepreneurship Why owning the real estate your business operates in is one of the smartest wealth moves you can make How Josh formalized his mentorship group into a nonprofit Guest Bio Josh Hatter is a Short Term Rental (STR) and Bed & Breakfast (B&B) expert investor and entrepreneur. After working in Corporate America, Josh bet on himself to grow a $30,000 401 (k) loan to $20M+ of assets in 12 years of real estate investing through his principles of information arbitrage. He helps high achievers exit corporate America and reach financial independence through hospitality real estate. Visit https://www.joshhatter.com/, send an email to josh@joshhatter.com. To learn more about the mentorship program, visit https://keyscollective.org, and to stay at Josh's rentals, visit staycvp.com. About Your Host Jayla Siciliano, Shark Tank entrepreneur turned real estate investor, excels in building brands, teams, and products. CEO of a bi-coastal luxury short-term rental company, she also hosts the Seed Money Podcast, where she's on a mission to help early-stage entrepreneurs turn their ideas into reality! Connect: Website: https://seedmoneypodcast.com/ Instagram: https://www.instagram.com/jaylasiciliano/ Subscribe and watch on YouTube https://www.youtube.com/@seedmoneypodcast/ Please rate, follow, and review the podcast on https://podcasts.apple.com/us/podcast/seed-money/id1740815877 and https://open.spotify.com/show/0VkQECosb1spTFsUhu6uFY?si=5417351fb73a4ea1/! Hearing your comments and questions helps me come up with the best topics for the show! The information in this podcast is educational and general in nature and does not take into consideration the listener's personal circumstances. Therefore, it is not intended to be a substitute for specific, individualized financial, legal, or tax advice.
If you're someone who thinks systems just aren't for me—creative chaos is a part of my identity, this episode might change your mind. Roxanne Engstrom joins me to share about her experience inside of Systems in Session. We talk about how getting clarity in her systems not only grew her profit fast but also gave her confidence, reduced her anxiety, and let her show up as the boss she is.Find It Quickly00:24 - Meet Roxanne01:22 - The Importance of Systems in Business02:16 - Real-Life Business Challenges and Solutions04:01 - The Value of Personalized Support04:45 - Achieving Quick Wins in Business05:43 - Investing in Your Business Growth06:36 - Overcoming Personal and Business Challenges07:32 - The Power of Collaboration and Support11:41 - Automations and Business Efficiency13:18 - Scaling Your Business with Confidence14:34 - Continuous Improvement and Client Feedback16:23 - Setting Boundaries and Providing Value21:23 - Client Communication and Boundaries21:58 - Personalized Brand Image Process23:44 - Importance of Client Experience24:26 - Efficient Proposal Systems27:55 - Overcoming Business Anxiety29:49 - Investing in Business Growth32:19 - Scaling with SystemsMentioned in this EpisodeSystems in SessionMaddie Peschong's RebrandConnect with RoxanneWebsite: hawaimages.comInstagram: instagram.com/hawaimagesLinkedIn: linkedin.com/in/roxanne-engstromYoutube: youtube.com/@roxanneengstrom-hawaimages
Michael Caito is the CEO of MAP, a company that helps businesses improve performance through clear goals and accountability. He also co-founded Restaurants on the Run, growing it into a $40 million business before selling it to GrubHub. In this episode, Michael talks about the importance of balancing family and business, fostering a performance-based culture, and leveraging tools like MAP to drive organizational growth. Timestamps: 03:41 Restaurants on the Run 05:37 Scaling 13:03 Selling 17:14 Lessons Learned 20:13 The Importance of People and Culture 25:38 Implementing MAP 29:43 Marketing Strategies for Restaurants on the Run 31:57 Community Building 32:48 Becoming the CEO of MAP 34:37 MAP's Strategy and Client Focus 41:17 Building a Performance-Based Culture 44:12 Feedback and Accountability 48:48 Advice for Entrepreneurs 51:25 Looking Forward 53:59 Principles for Immediate Implementation Links: Michael's LinkedIn: https://www.linkedin.com/in/michaelcaitomap/ MAP Consulting: https://mapconsulting.com/
In this episode, Annette Ferguson takes you beyond the basics of Profit First and into the advanced strategies you need to scale your business past the £500,000 revenue mark. If you're an established business owner looking to level up your financial game, this episode is packed with actionable advice for evolving your Profit First system as your business grows.Key Takeaways:•Your Percentages Must Evolve: Learn why the Profit First percentages that got you to £100k won't work for £500k and beyond, and what the key revenue milestones are for reassessing your allocations.•Strategic Hiring is Non-Negotiable: Discover how to use Profit First to support strategic hiring, avoiding the common mistake of letting payroll balloon and erode your profitability.•Systems are the Key to Scalable Profit: Understand why "winging it" is no longer an option at this level and how to build robust, scalable financial systems on top of your Profit First foundation.In This Episode, You'll Learn:•5 Advanced Profit First Strategies: A deep dive into adjusting your percentages, handling multiple revenue streams, strategic hiring, tax optimization, and building scalable systems.•Real-World Case Studies: Learn from the experiences of other business owners who have successfully navigated the challenges of scaling with Profit First.•How to Be Proactive, Not Reactive: Shift your mindset from simply managing your finances to strategically planning for growth and profitability.•The Importance of Professional Guidance: Understand why working with a Profit First professional becomes even more critical as your business scales and your financial situation becomes more complex.Resources Mentioned:• Book a Call with Annette & Co: https://www.annetteandco.co.uk/fitting/• Profit First for UK Business Workshop £27: https://www.annetteandco.co.uk/profit-first-for-uk-business/
This week we are re-releasing an episode originally published in May of 2024 with Michael Murray, he Founder and President at Textbook Painting in Cleveland, OH. As we thinking about planning and budgeting for 2026, we thought it was timely to revisit the topic of hiring overseas talent and how you can build that into your organizational growth to support your scaling teams. Be sure to check out the show notes for tools & hiring platforms below from the podcast!Job Postings & VA Hiring Serviceshttps://www.onlinejobs.ph/https://remote.co/ ProfitWorksTools: https://www.tango.us/ https://www.notion.so/ https://vocaroo.com/ https://wise.com/us/ https://www.loom.com/ https://justcall.io/ https://www.ringcentral.com/
Is scaling your real estate business truly worth it?
In this episode of PivotMe, April challenges entrepreneurs and high performers to face a universal truth: you will either pay in preparation or pay in recovery — but you will always pay. With her signature energy and straight talk, April uses real-world stories, from business consulting to FEMA disaster studies, to illustrate how preparation always beats scrambling in recovery. Through an engaging story about her client Dan, April highlights the importance of shifting the conversation from “cost” to “value” and, most importantly, articulating the cost of inaction. Key Takeaways Preparation vs. Recovery: You don't escape either, but preparation is far cheaper, calmer, and puts you in control. The Cost of Inaction: Indecision still carries a price tag. Not preparing or delaying decisions creates bigger, more expensive problems later. Selling on Value: Don't sell price alone; articulate what inaction will cost your prospects. Universal Truth: This applies in every area — compliance, real estate, marriage, even FEMA studies. Prepare now and avoid exponential pain later. Perspective Shift: It's not $50K or nothing — it's $50K and peace of mind vs. $120K+ in headaches and penalties. Quotes from April “Not deciding is still a decision — and that indecision has a price tag.” “Preparation is cheaper. Recovery is messy, expensive, and always takes longer than you think.” “Your numbers are data, not damnation.” Actionable Items Identify where you're waiting instead of preparing in business or personal life. Reframe your perspective — ask, “What will inaction cost me?” Schedule a “money date” or prep time weekly to get in front of problems instead of cleaning up after them. Preparation isn't a luxury — it's your best defense against chaos, wasted money, and sleepless nights. Whether in business or in life, the choice is clear: pay upfront in preparation, or pay later with interest in recovery. April urges listeners to choose wisely and pivot toward preparation. ______________________________________
From psychologist to business strategist — Gail Golden shares her journey of curating life and leadership, helping overwhelmed leaders focus on what truly matters while scaling businesses with clarity and purpose. In this episode of the She Leads podcast, host Adrienne welcomes Gail Golden, a seasoned coach, psychologist, and author of Curating Your Life. Drawing from her experience supporting executives and entrepreneurs, Gail introduces her framework for designing life as a personal exhibit — prioritizing what's essential, discarding distractions, and embracing “good enough” in areas outside one's true passions. Gail reflects on her leap into entrepreneurship during the 2009 financial crisis, sharing lessons on adaptability, competitive positioning, and evolving strategies from startup survival to million-dollar growth. She underscores the importance of delegation, reminding leaders to focus only on what only they can do — whether in business or in personal roles like parenting and caregiving. The conversation also explores the hidden costs of over-responsiveness, the mental barriers that hold leaders back, and the dangers of comparing private struggles to others' public appearances. Gail highlights the power of self-awareness, managing inner critics, and working with a coach who blends business expertise with psychological insight. With warmth and wisdom, Gail invites listeners to re-curate their lives as priorities shift, embrace meaningful relationships, and find strength in conscious choices. Hopefully, her insights will leave you inspired to design the next chapter of your life with intention and courage. Ready to rethink how you're curating your own life and leadership? Tune in to be inspired by Gail Golden's story and practical framework for success! Chapters
In this episode of Public Health Entrepreneurs, Dr. Huntley discusses the pivotal crossroads many solo entrepreneurs encounter after achieving initial success: scaling their business by either maintaining independence or building a team. Drawing on over 25 years of experience, Dr. Huntley provides a clear, concise evaluation of the advantages and drawbacks of solo entrepreneurship and team-based growth. She highlights key factors such as control, profit retention, capacity limits, overhead costs, and risk management. This episode offers practical considerations to help entrepreneurs decide which model best aligns with their personal vision, capacity, and long-term wealth goals. It also encourages strategic thinking about future growth, flexibility, and quality of life. Resources ▶️ Website https://PublicHealthEntrepreneurs.com ▶️ Grab your copy of: Top 10 Tips For Finding Clients ▶️ Grab your copy of: Top 10 Tips For Getting Started ▶️ Submit a question you'd like us to answer on this podcast here. ▶️ Learn more about the Public Health Entrepreneurs Mastermind group program here.
Join us as Executive Coach Loic Potjes shares how CEOs can scale businesses, make smarter decisions, and lead in high-stakes environments. With global experience in go-to-market strategies, M&A, and disruptive growth models, Loic reveals practical insights every entrepreneur and leader can use to achieve lasting success.Loic Potjeswww.disruptiveleap.comMy Men Richard/Richard Lesperancerichard.lesperance@gmail.com https://linkedin.com/in/richardlesperance https://www.youtube.com/@mymenrichard
Kenny Harper talks with Debra Daniel, a CPA, entrepreneur, speaker, and podcast host, about her insights on scaling businesses. Debra shares her 30-year journey in business, focusing on team-building, leveraging technology, and maintaining a positive mindset. Learn how she overcame challenges, managed a multi-generational client base, and utilized strategies for profitability. If you're struggling with team dynamics or looking to optimize your business processes, this episode is a must-watch! 00:00 Introduction and Guest Welcome 00:56 Debra's Journey and Challenges 01:22 The Importance of Team Building 02:43 Adapting to Technological Changes 04:52 Managing Different Generations 06:12 Hiring and Training Best Practices 11:23 Tools and Methodologies for Team Management 13:39 Recommended Resources and Influences 17:00 Ideal Clients and Tax Planning 24:29 Closing Thoughts and Final Advice
Send us a textIn this engaging episode, Mark Hayward delves into the nuances of business growth, drawing parallels between farming and entrepreneurship to underscore the significance of timing in achieving business scalability. He discusses common pitfalls like the "founder's trap" and emphasizes the importance of outsourcing tasks to optimize growth. Entrepreneurs often misjudge seasons for growth, and Mark's insights help in recognizing these phases to effectively strategize for success.Mark also shares actionable tactics to transform business growth, including knowing your ideal client, crafting irresistible offers, and consistently over-delivering. He highlights the dual importance of innovation and marketing as vital engines for growth. This episode is packed with tactics and psychological insights into maintaining emotional and spiritual strength as an entrepreneur. From leveraging emotional connections with clients to maintaining persistence through challenges, Mark's strategies offer a comprehensive guide to avoiding inertia and pursuing meaningful momentum.Key Takeaways:Recognize Business Seasons: Understand whether your business is in a planting, nurturing, or regrouping phase to strategically focus efforts.Avoid the Founder's Trap: Leverage talented teams to handle various business aspects, avoiding the bottleneck of sole oversight.Develop an Ideal Client Avatar: Identify and target clients who are likely to remain loyal during challenging times.Create Irresistible Offers and Over-deliver: Deliver more than expected to turn customers into advocates, nurturing long-term relationships.Balance Innovation and Marketing: Deliver solutions that solve customer problems and ensure visibility amidst market noise.Resources:Podcast IntroductionIf you would like to find out more about Zack Southall Fitness go to - https://form.jotform.com/zacksouthallfitness/contact-form?fbclid=PAQ0xDSwMOx-BleHRuA2FlbQIxMQABp4lkOycarYgVfpJWyBLde_3Xa509atL9GTHOlk_7GoFgaoQmLT_g82kL2ugH_aem_dnl3CVd0VbwXqM38vKYKaASupport the showIf you want to watch the full video of this episode go to:https://www.youtube.com/@markhayward-BizGrowthTalksDo you want to be a guest on multiple podcasts as a service go to:www.podcastintroduction.comFind more details about the podcast and my coaching business on:www.businessgrowthtalks.comFind me onLinkedIn - https://www.linkedin.com/in/mark-hayw...Tik Tok - https://www.tiktok.com/@mjh169183YouTube Shorts - https://www.youtube.com/@markhayward-BizGrowthTalks/shorts
Is your business growing—but instead of celebrating, you feel like you're drowning? If sales are pouring in but your systems, team, and sanity can't keep up, you're not alone. Growth can feel messy, chaotic, and overwhelming—but it doesn't have to stay that way.In this episode of The Opt-In Podcast, Melissa Franks, your On-Call COO, breaks down why growth often feels like chaos and how to stabilize while you scale. She shares real-world stories of clients in both explosive growth and major turnaround phases—and the exact steps they used to quiet the chaos and create intentional, sustainable success.You'll learn:The three core causes of chaos in a growing business (and how to spot them).The four steps to stabilize growth so you can scale with confidence.Why delegation, stop-doing lists, and scalable systems are your secret weapons.How to shift from operator to architect—so you can finally step into the CEO role your business needs.Whether you're scaling fast or navigating a turnaround, this episode will give you practical tools to bring order to the chaos, reduce decision fatigue, and build a business that works for you (not the other way around).
In this episode of Next Level Life Podcast, host Michael McIntyre shares five battle-tested strategies for scaling your business and building successful side hustles, drawn from his experience launching insurance companies in 1987 and 1993. McIntyre covers hiring people smarter than yourself, strategically raising prices, automating routine tasks with AI technology, choosing enjoyable side projects, and building multiple income streams for financial security. He emphasizes the importance of checking your ego, investing in good coaching, and viewing business growth as stewardship. The episode combines practical business advice with motivational insights, targeting entrepreneurs and business owners looking to increase revenue and scale their operations effectively.
Eric interviews Todd Reinhart from Reinhart Services, live at the Lawn and Landscape Technology Conference. The discussion centers on leveraging technology, particularly artificial intelligence (AI) and robotics, to scale businesses in the green industry. Reinhart emphasizes the importance of tools like ChatGPT as a "ride-along mentor" and details his company's use of AI for data analytics, robotic lawnmowers, and even experimental exoskeletons to improve efficiency and reduce injuries. The conversation also touches upon the Entrepreneurial Operating System (EOS), based on the book Traction, as a framework for business growth through vision, people management, data, processes, and accountability. Ultimately, the episode explores the transformative potential of emerging technologies and structured business systems for entrepreneurs in the landscape and pond industries. Key Takeaways: Actively integrate AI into your daily routine, treating tools like ChatGPT as a constant companion and mentor by paying for the advanced subscription model. Commit to continuous learning by regularly consuming educational podcasts and books to sharpen your mind and stay informed about new ideas. Consider implementing a structured operating system like EOS to clarify your business vision, align your team, and improve accountability and processes. Develop a visionary mindset by looking for connections between different industries and ideas to anticipate future trends and foster innovation. Prioritize self-betterment and learning from others over external comparisons, jealousy, or tribalistic thinking.
Ever open your laptop and think "Where do I even start?" with 47 tabs open and your brain running on dial-up internet? This feeling means one thing: you've become the bottleneck in your own business. In this episode, I break down why everything feels urgent when you're the bottleneck, and give you the exact first step to start building a business operating system that actually works. You'll discover: Why urgency isn't a time management problem (it's structural) The real reason your to-do list gets longer, not shorter My simple framework to identify where you're the single point of failure A real client example: from £18/hour to £85/hour strategy If you're tired of bouncing between fires and ready to build systems that hold your business, this episode shows you exactly where to start. Next step: Book your CEO Operating Audit at https://hollybray.com/audit or DM me "AUDIT" on Instagram.
If you're juggling credit card debt and trying to grow your business without losing your mind, this episode is your new secret weapon. Erin and Keri talk about how to stop reacting and start planning strategically, when to ask for help, and why “perfect” is the enemy of progress. Subscribe to this podcast if you want to quickly get unstuck for good. Join our online community: www.getthehelloutofdebt.com Today's episode is brought to you by ZocDoc. Visit ZocDoc.com/SKYE to find and instantly book a top rated doctor today. Talk it out, with BetterHelp. Get 10% off your first month at BetterHelp.com/skye Purchase Get The Hell Out Of Debt and Naked Money Meetings online or from your favorite bookstore. Leave us a message at: https://www.speakpipe.com/erinskyekelly Learn more about your ad choices. Visit megaphone.fm/adchoices
Let's get real, you're not going to build a million-dollar business while spending your time on $10/hour tasks. In this no-fluff, heart-to-heart episode, Danielle breaks down the true cost of doing it all yourself, especially the low-value to-dos that keep you “busy” but not profitable, and shares the action steps you need to buy back your time, start delegating, and finally lead your business like the CEO you are. Key Takeaways: You Can't Scale Doing Everything Yourself: Low-value tasks might feel productive, but they're keeping you stuck and small. You need to step out of the weeds to grow. CEO Work is Strategic, Not Busywork: Your most valuable contributions come from visioning, leading, analyzing financials, and making key decisions, not juggling a constant stream of admin tasks. Delegation Isn't a Luxury—It's a Business Strategy: Even if you start small, outsourcing or automating frees up hours you can reinvest in revenue-generating work. Knowing Your Numbers Helps You Hire Confidently: Understanding your financials lets you forecast, set targets, and build a team even on a smaller budget. Done is Better Than Perfect: Let go of the belief that no one else can do it like you. Delegation is a skill, and progress beats perfection every time. Topics Discussed: (00:30 – 01:22) Why $10/Hour Tasks are Holding You Back from Building a Million-Dollar Business (01:27 – 02:38) What Real CEO Work Looks Like (and What It Doesn't) (02:41 – 03:20) The Actual Cost of Doing Everything Yourself in Time and Revenue (03:21 – 05:31) Small, Realistic Ways to Start Delegating Right Away (05:32 – 07:05) Your Role as a CEO and How to Use Your Numbers Strategically Book a Call with Kickstart Accounting, Inc.: https://www.kickstartaccountinginc.com/book Connect with Kickstart Accounting, Inc.: Instagram | https://www.instagram.com/Kickstartaccounting YouTube | https://www.youtube.com/@businessbythebooks Facebook | https://www.facebook.com/kickstartaccountinginc
Global BPO Services and Flexibility Adam O'Connor from Gear Inc., a BPO company operating in 25 countries and covering 75 languages, discussed their services in customer service, trust and safety, and back-office operations. Michael highlighted the value of Gear's diverse organization for managing economic challenges across markets and supporting businesses in global expansion. Adam emphasized their flexibility in adapting to clients' needs and their expertise in navigating cultural and regulatory nuances in different markets. Business Growth and AI Implementation Michael and Adam discussed the challenges businesses face as they grow, emphasizing the importance of understanding a company's current stage and needs before implementing solutions. Adam highlighted the need to assess where a business is, identify its problems, and work collaboratively to address them. He also stressed that AI cannot fix broken processes and that businesses must first establish solid processes before expecting AI to enhance them. Adam concluded by explaining that their business model is built on client success, as it directly correlates with their own success in the low-margin, high-volume BPO industry. Customizing Playbooks for Customer Success Adam and Michael discussed the importance of customizing playbooks for different customers, emphasizing the need to understand their unique goals, outcomes, and how to blend AI with low-cost labor. Michael highlighted that AI is only as effective as the information inputted and cannot replace the complexities of human understanding within organizations. They agreed on the significance of strong infrastructure and systems to enable agility and adaptability, while also acknowledging the challenges of blind spots and misaligned perspectives within businesses. Entrepreneurial Management and Team Development Michael and Adam discussed the importance of planning and developing management skills for entrepreneurs and business owners. They highlighted the need for understanding exit strategies, building effective teams, and addressing communication gaps within organizations. Adam emphasized the significance of taking care of employees, who are the voice of the company, and the importance of investing in management training to improve employee engagement and prevent burnout. Online Safety and Employee Support Adam discussed the importance of trust and safety online, highlighting the work done to ensure safe environments on gaming and social media platforms. He emphasized the need to support employees who handle potentially distressing content, as they require specialized counseling to manage the emotional toll of their work. Michael agreed, noting that online safety should be a priority for organizations and that employees exposed to harmful content need support to cope with what they see. Both speakers stressed the importance of taking care of staff who are on the front lines of maintaining online safety. AI and Human Work Balance Michael and Adam discussed trends in business and technology, focusing on the balance between AI and human interactions. Adam predicted that businesses would find a balance between AI and human work, with AI becoming an important tool while maintaining human touchpoints. They also discussed the impact of remote work and the expansion of the global talent pool due to improved internet access in developing countries. Adam encouraged listeners to learn more about his work on LinkedIn and the company's website, http://www.gearinc.com. Adam O'Connor CCO With over 25 years of experience in sales and customer service leadership, Adam is a seasoned expert dedicated to driving business success. For the past 13 years, Adam has honed his skills in the outsourcing and BPO industry, working with both Fortune 500 companies and small to medium-sized businesses. His deep understanding of the industry, combined with a passion for innovation, has, made him a trusted partner for companies looking to optimise their operations. Adam's mission is clear: to help businesses become more cost-effective while improving profit margins without ever compromising on quality. His extensive experience across diverse industries allows him to identify unique challenges and craft tailored solutions that deliver real results. Whether working with large corporations or smaller enterprises, Adam brings a strategic approach to problem-solving, always focused on finding the most efficient and effective paths to success. He has a commitment to excellence and client satisfaction and drives this through his teams to ensure the best possible experience for customers. Website: https://gearinc.com/ LinkedIn: https://www.linkedin.com/in/adam-o-connor-54766048/
Imagine owning 7 franchises! Mastery of organizational success is what Jodell Jordan reveals in this episode! Jodell is a third generation entrepreneur who runs 7 Tim Horton's restaurants. That's in addition to speaking, coaching, consulting, and writing a book. She shares all her tips, tricks and secrets to her success in this incredible episode where you can learn how to multiply your income without multiplying the stretch.Website: https://www.youtube.com/@jodelljordanMusic mentioned in this episode: “Blood Sugar Sex Magic” by Red Hot Chilli Peppers
Dr. Marquel Russell is a former 9th-grade dropout turned multimillion-dollar business strategist and CEO of Strategic Scale Institute. He's the creator of the Predictable Scale Flywheel™—a proven system that helps service-based entrepreneurs scale from six to eight figures by streamlining operations, automating marketing, and building high-performing teams. His strategies have helped over 3,000 clients generate more than $1 billion in revenue. Marquel has built multiple 7-figure businesses and landed on the Inc. 5000 Fastest Growing Companies list. But for him, true success is freedom—working just four days a week, taking unplugged vacations each quarter, and celebrating Christmas abroad with his family. He lives what he teaches, using the same systems that have transformed his clients' businesses and lives. Through Strategic Scale Institute, Marquel empowers entrepreneurs to escape burnout and grow with intention. Whether they're earning $30K or scaling past 7 figures, his Predictable Scale Flywheel™ turns businesses into self-sustaining, profit-generating machines. Simply put, Dr. Marquel Russell doesn't just teach growth—he lives it. During the show we discussed: The Predictable Scale Flywheel™ for burnout-free growth Building a 20-hour workweek system Morning and bedtime rituals for peak performance The power of quarterly vacations Mastering your calendar with the 80/20 Power Grid Delegating to focus on high-level tasks Creating a yearly War Map for business clarity Using a scorecard to track health and performance Weekly mapping for consistent productivity Resources: https://scalethesmartway.com/ https://scalemadeeasy.com/
After achieving massive success as a renowned author, Dr. Benjamin Hardy knew he was destined for more. Leaving behind a profitable collaboration with his co-author, he focused on mastering the art of scaling a business. As the co-founder of Scaling.com, he has helped top performers transform their strategies and unlock next-level growth in entrepreneurship. In this episode, Benjamin discusses the power of setting impossible goals and reveals his three-step scaling framework, designed to help entrepreneurs grow ten times faster than they ever imagined. In this episode, Hala and Benjamin will discuss: (00:00) Introduction (02:27) His Career Journey and Identity Shifts (06:11) Building a Mindset for Future Success (08:13) Scale Faster: Why 10X Thinking Beats 2X Goals (12:46) The Biggest Blockers to Scaling Your Business (14:44) The Power of Setting Impossible Goals and Deadlines (27:45) Benjamin's Framework to Scale Faster as a Founder (36:12) Finding Your “Super Whos” for Business Growth (42:17) Simplifying Your Systems to Scale Your Impact (48:27) Letting Go of Identities to Embrace 10x Growth (51:55) How Entrepreneurs Can Leverage Scaling.com Dr. Benjamin Hardy is an organizational psychologist and the co-founder of Scaling.com, a performance-based training program designed for fast-growth companies. As a bestselling author, his books, including 10x Is Easier Than 2x, have sold millions of copies worldwide. His latest book, The Science of Scaling, offers entrepreneurs a powerful framework to achieve 10x growth by setting impossible goals and aligning with their future selves. Sponsored By: Shopify - Start your $1/month trial at Shopify.com/profiting. Indeed - Get a $75 sponsored job credit to boost your job's visibility at Indeed.com/PROFITING OpenPhone - Get 20% off your first 6 months at OpenPhone.com/profiting. Airbnb - Find a co-host at airbnb.com/host Boulevard - Get 10% off your first year at joinblvd.com/profiting when you book a demo Resources Mentioned: Benjamin's Book, The Science of Scaling: bit.ly/TheScienceofScaling Benjamin's Book, 10x Is Easier than 2x: bit.ly/10xIsEasierthan2x Benjamin's Book, Who Not How: bit.ly/Who_NotHow Benjamin's Book, The Gap and the Gain: bit.ly/TheGapandtheGain Benjamin's Audiobook: scaling.com/audiobook Benjamin's Website: benjaminhardy.com YAP E206 with Benjamin Hardy: bit.ly/YAP-apple YAP E260 with Benjamin Hardy: bit.ly/YAP-BHapple The 7 Habits of Highly Effective People by Steve Covey: bit.ly/7Habits_EffectivePeople Good Strategy Bad Strategy by Richard Remelt: bit.ly/_GoodStrategy_BadStrategy Man's Search for Meaning by Viktor Frankl: bit.ly/Search_for_Meaning_ Don't Believe Everything You Think by Joseph Nguyen: bit.ly/DontBlieve_YouThink Active Deals - youngandprofiting.com/deals Key YAP Links Reviews - ratethispodcast.com/yap YouTube - youtube.com/c/YoungandProfiting LinkedIn - linkedin.com/in/htaha/ Instagram - instagram.com/yapwithhala/ Social + Podcast Services: yapmedia.com Transcripts - youngandprofiting.com/episodes-new Entrepreneurship, Entrepreneurship Podcast, Business, Business Podcast, Self Improvement, Self-Improvement, Personal Development, Starting a Business, Strategy, Investing, Sales, Selling, Psychology, Productivity, Entrepreneurs, AI, Artificial Intelligence, Technology, Marketing, Negotiation, Money, Finance, Side Hustle, Startup, Mental Health, Career, Leadership, Mindset, Health, Growth Mindset, Passive Income, Online Business, Solopreneur, Networking
Hitting $100,000 in profit isn't just a dream, it's a goal you can reach with the right plan.
SUMMARY: In this episode, Aaron and Terryn reflect on their recent conversation with Mark Zook, CEO of Staus and Horizon Structures, who brings a fresh perspective from the world of Amish-built physical products. They explore how Mark has grown and diversified by staying true to a core offer while seizing adjacent opportunities—whether business, customer, or partner-related. The hosts break down how entrepreneurs can grow responsibly by: Honoring the “magic” of what already works Identifying complementary revenue streams Using partnerships and affiliate models to expand without overextending If you're an operator or entrepreneur navigating growth, this episode will give you frameworks and real-world examples for how to scale wisely while protecting your core business. Minute by Minute: 00:01 – Introduction 03:24 – Spotlight on Mark Zook: Amish Roots, Modern Business 05:00 – Building Two Brands: Staus & Horizon 06:58 – Finding Your Core Offer and Respecting It 08:10 – Don't Break the Juju: Staying Focused on What Works 10:00 – Leveraging the Customers You Already Have 11:45 – The Power of Partnerships and Staying in Your Zone 13:15 – Business Adjacent: Turning Experience into New Ventures 15:40 – Customer Adjacent: Tailoring Offers to Nearby Audiences 17:00 – Affiliate Strategies: Monetizing Your “No” List 21:00 – Why Affiliate Marketing Is a Win-Win 22:00 – Wrap-Up: Core, Customer, Business, and Partner Adjacent Growth
Welcome back to the Alt Goes Mainstream podcast.Today's podcast is with an elite performer on and off the field who has gone from protecting quarterbacks to protecting families' wealth.We sit down with former NFL and USC star Winston Justice, whose entrepreneurial spirit that was stoked while he was still playing in the NFL has led to a successful and impactful career in wealth management. He was recently named CEO at SageSpring Private Wealth, a $7B independent wealth management firm, as they look to grow organically and inorganically and expand their offerings in private markets for their clients.A former NFL offensive lineman, Winston played for the Philadelphia Eagles, Indianapolis Colts, and Denver Broncos from 2006 to 2015. He also co-founded an early stage investment vehicle, MJC Capital, and Elixr, a gourmet café and coffee roastery, while he was playing. He also won 2010 Walter Payton Philadelphia Man of the Year Award for his community service.He transitioned into financial services and wealth management post-career, starting at Wells Fargo Securities, where he specialized in institutional and family office advisory. He then was a portfolio manager at PIA's Alternative Investment Group, and then an investment Manager at AllianceBernstein.Winston and I had a fascinating conversation. We discussed:The parallels between sports and finance.How Winston navigated the transition from professional athlete to a finance professional.What stoked his entrepreneurial spirit.Why wealth management is so critical to people's lives. Why culture fit is so important when integrating advisors into wealth management platforms through acquisition.How private markets can add to an advisor's practice.Thanks Winston for coming on the show to share your story, wisdom, and expertise.A word from AGM podcast sponsor, Juniper SquareWhen was the last time things were easy for GPs?Fundraising remains challenging, providing liquidity to investors is even harder—and broadly speaking, most GPs are underwater operationally.It's not about to get easier, either. Especially for managers vying for capital from the wealth channel. Sure, there's increased demand from HNW and UNHW investors to gain private markets exposure…but managing their expectations for the investing experience is a whole different ballgame.Reams of paper and a new KYC process every single time they subscribe to a fund? Brutal.But what if committing capital to private equity, venture, and real estate funds was digital and seamless for investors — and scalable to manage for GPs?Meet Juniper Square, the fund operations partner to over 2,000 private markets GPs worldwide.Juniper Square gives GPs the connected software, data, and fund administration services needed for modern private markets. No matter how ambitious your next raise is, how many investors you manage, and how complex your investment vehicles are, Juniper Square empowers GPs to raise capital faster, reduce operational risk, and deliver a world-class investor experience.And with JunieAI, Juniper Square's enterprise-grade AI built for private markets, GPs can truly and finally unlock the power of AI to work smarter, move faster, and focus on relationships and returns.Scale your business, not your operational burdens and costs. Visit junipersquare.com/agm today to learn more.Show Notes00:04 Our Sponsor, Juniper Square: Revolutionizing Fund Management00:30 Empowering GPS with Juniper Square00:38 Juniper Square's AI Innovation00:51 Scaling Your Business with Juniper Square01:37 Welcome to the Alt Goes Mainstream Podcast01:40 Introducing Winston Justice03:35 Winston's Background and Early Life03:49 College Years and Initial Business Ventures03:59 Realization and Transition to Finance04:10 Starting a VC Fund and Coffee Shops04:31 Transitioning from NFL to Finance05:04 Winston's Career at Wells Fargo and Beyond05:17 Immersing in Wealth Management07:01 The Sacredness of Financial Management07:50 Importance of Wealth Management08:04 Private Markets in Wealth Management08:19 Early Lessons in Wealth Management09:10 Transferring Values and Knowledge09:32 Managing Assets Beyond Numbers10:19 Combining Finance and Mission12:11 Mentoring Advisors at SageSpring12:43 Skill Sets for SageSpring Advisors12:51 Client Focus and Community Leadership14:01 Balancing Client Delivery and Business Growth14:56 Impact of Growing AUM16:10 Testing Advisors' Commitment16:55 Business Constructs in Wealth Management17:43 Division of Labor in Wealth Management18:52 SageSpring's Unique Approach19:53 Client Understanding of Fiduciary Role20:41 Trust in Financial Services21:17 Sophistication in Choosing Investment Partners21:57 Role of Relationship in Financial Services22:30 Evaluating Investment Opportunities23:44 Partnership with Dynasty Financial24:43 Customizing Investment Solutions26:44 Educating Wealth Managers on Private Markets27:00 Benefits of Alternatives in Portfolios30:48 Effective Storytelling in Investments32:13 Future of Wealth Management Industry33:08 Client and Advisor Service in Wealth Management34:55 Favorite Private Markets Investment37:18 Conclusion and Final Thoughts Editing and post-production work for this episode was provided by The Podcast Consultant.
Shawn Rider of The Tactical Empire sits down with Jamie Salk, a longtime friend and business partner, to discuss Jamie's journey in the fitness event space, particularly with CrossFit events known as Superfit. Jamie shares the importance of systematizing operations, learning from both positive and negative experiences, and adapting to market changes. They also delve into handling negative feedback, winding down a business, and re-igniting entrepreneurial passions. Jamie reflects on leaving a meaningful legacy and emphasizes personal growth and the importance of family. A must-watch for aspiring entrepreneurs and fitness enthusiasts! 00:00 Introduction and Welcome00:31 Meet Jamie Salk: From Fitness Events to Business Insights02:05 The Importance of Systems in Business02:30 Scaling Up: From Local Events to Major Competitions03:38 Challenges and Lessons Learned06:40 Adapting to Market Changes12:03 Handling Feedback and Personal Growth15:11 Winding Down and New Beginnings20:35 Investing in New Ventures22:21 Current Focus and Future Goals24:44 Conclusion and Final Thoughts
On Today's Safehouse QA: Kids On Camera, Scaling Your Business & When To Stop ‘That', we bring the kids to work and answer: • Why do you let your kids put their face on the internet? • Do your children watch the videos they're in? • Does the government need to know? • The Enneagram and Super Efforts • Human Design Teachers/Resources • Chakras: Judgement, Jealousy, Indecision, Third Eye Confusion • Giveaways VS Lead Magnet • How to receive answers to questions only YOU can answer • How To Scale Your Business: what's worked, repeating it, and avoiding costly coaching traps • How much time do I spend on social media and newsletter • Is it time to stop that? Weed, Drinking • Gratitude VS Appreciation • The transition from active income to passive income and scaling passive income • The Hack for great photos for your business • Ikigai and Finding Your Purpose, Refining Your Purpose And so much more including exclusive questions for Wylie and Rainer. Watch the replay on Youtube or Listen Wherever You Podcast! Last call for all questions answered by Onami for this year. Become a private student and learn more at www.mamionami.com/safehouse
Scaling your photography business can be one of the best or worst decisions for your business. And it all comes down to your preparation.A lot of us feel like we 'should' scale, and today my guest, Claire Hunt is sharing tips for scaling, how to prep, and questions to ask before you even get started.Claire Hunt is a destination wedding photographer, mentor, and podcaster of All Angles Photography Podcast. She has had the honor of teaching hundreds of photographers over the years how to get booked out and scale their businesses.----Sponsor of the show: Sofi HYSAOpen a free High Yield Savings Account today and get a bonus $25 deposited in your account, just for signing up. allheartphoto.com/sofi----Connect with ClaireWebsite: clairehunt.coInstagram: itsclairehuntAll Angles Photography Podcast(https://podcasts.apple.com/us/podcast/all-angles-photography-podcast/id1622659724)----Follow the showWebsite: https://podcast.allheartphoto.comInstagram: https://instagram.com/witt.podYouTube: https://www.youtube.com/@wisdominthetangents
What if you could scale your business sustainably without losing sight of the most important asset: your lifestyle? Dr. Sabrina Starling and Melissa Kay are here to share the secrets and practical strategies to make it happen. You'll discover how to grow your business while staying true to your values, how to prioritize balance, and how to avoid burnout. Whether you're scaling for the first time or looking to refine your process, this episode gives you the tools to expand without compromising your personal life. Join us to learn to set boundaries for sustainable growth, leverage systems to empower your team, and stay present at work and in life. Profit by Design is a Tap the Potential Production.Show Highlights:The opportunities available for our clients to build a better lifestyle along WITH a growing, sustainable businessSetting boundaries around your time is KEY! (It's a process that takes time, not perfection.)Your team members need time boundaries, too!The importance of a time auditThe right systems in place will empower your team. Institute one-to-one meetings with your leadership team (weekly or bi-weekly) and utilize a robust project management system.Best tips from Dr. Sabrina and Melissa:Have set times to unplug fully from your work phone/emails.Let your families know your work boundaries so your work time AND family time are fully protected.Want to be a business owner who's taking their life back? Book a call with us today! Resources:For more information about The Coach Approach or to join us in the next round, click the link! We start on July 10th!Don't wait! Download your Strategic Planning Guide and 2025 Tap the Potential Strategic Planner today!Want to know the best attracting and recruiting strategies for small businesses? We can help! Learn more about our How to Hire the Best course.Retain, grow, and deeply engage your A-players with the Dream Manager Program! The best way to create buy-in from your team members for your vision is to identify how your vision supports them in achieving their dreams. Enroll today!Become an employer of choice to attract the A-players you want on your team! We are now enrolling for the How to Hire the Best course. Sign up today!Sign up for the free A-Player Development Plan/Mini-Course. Track your A-players' development and retain your A-players!Ready to take your life back from your business? Want more time for what matters most and more money in your bank account than ever? Book a call with us today! Get your copy of A Guide To Talking To Your Team About Profit!Master your time and profit! Give us 20 minutes of your time, take the Better Business Better Life Assessment, and receive a free paperback copy of my book,
From $7 to 42 properties—Vinney's blueprint is all about team.
Breaking the bottlenecks Utilizing automation The importance of cash flow
In this episode of the Business of Business podcast, hosts Staci J. Dempsey, Jennifer Faith, and Jack Dempsey discuss the challenges and strategies involved in scaling a business. They explore the importance of talent acquisition, financial backing, and understanding the underlying motivations for starting a business. The conversation emphasizes the need for discipline in managing finances and preparing for growth opportunities, as well as leveraging technology to enhance efficiency.Nugget AlertsScaling a business requires careful planning and strategy.Talent acquisition is crucial for business growth.Financial backing is often necessary for scaling efforts.Understanding your 'why' can guide business decisions.Keeping lifestyle expenses low can help in business growth.Being prepared for opportunities is essential for success.Cash flow management is critical for sustainability.Technology can improve efficiency and reduce the need for staff.Networking is important for finding financial support.Discipline in financial management leads to better business outcomes.Email us at: TwoDaughtersAndTheirDad@gmail.com Please download our Best of Nuggets eBook here. Like and follow us on FacebookJennifer Faith Dempsey has been in the beauty industry for over 10 years. For the last 5m years, she has owned J. Faith Hair Studio. She brings her experience on how she balances entrepreneurship and motherhood. Check out Jen's blog.Staci Joy Dempsey is an insurance agent, a mom, and a busy non-profit volunteer. She truly understands what it means to be an entrepreneur. Staci serves as the podcast's host.Jack Dempsey is the dad who heads up this busy family. He is a founding partner in Dempsey, Weiss & Associates, an Elmer, NJ-based insurance and investment firm that began more than 30 years ago.
WCR Nation Ep. 419 | A Window Cleaning Podcast This week on WCR Nation: How to Get Out of the Truck and Grow Your Business