Podcasts about strategic coach program

What if the traits you've been told are disadvantages are actually your “unfair” advantages? In this episode, Dan Sullivan and engineer-turned-ADHD-advocate André Brisson reveal how entrepreneurs thrive by rewriting the rules—not following them. Learn why your unique way of thinking is your greatest asset and how to build a business (and life) that rewards it. Here's some of what you'll learn in this episode:Why entrepreneurs feel like misfits in traditional learning environments.The program that helps high-achieving ADHD entrepreneurs understand themselves better.The surprising truth about who The Strategic Coach® Program was designed for.Why Strategic Coach® members instantly “get” each other (and how this community transforms isolation into confidence).How André built an engineering firm that breaks industry norms.How André's ADHD has fueled his biggest challenges—and his biggest wins.The #1 insight André learned in 14 years at Strategic Coach. Show Notes: Entrepreneurs are shortcut creators—your ability to bypass inefficiencies is what makes you invaluable. The systems that frustrate you exist because most people prioritize rules over results. The real trick for entrepreneurs is to break the rules and get paid for the shortcuts they create. Everything that works in your life is the result of having created a new solution for yourself. If things don't work, it's because you're trying to fit into someone else's system. What you do and the way you do it is the center of your life, and you can keep expanding that throughout your entire career. Your Unique Ability® isn't just what you're good at—it's what energizes you while delivering exponential value. Once you decide that the way you do something is the right way for you to do it, you'll find the customers and clients who appreciate that. If you've been trained to do things a certain way, you might get stuck in that way of solving problems. As long as you're continually hitting a new Ceiling of Complexity™, you know you're growing. Freeing up your time to work at a higher level is a lot of fun. Underutilized and overutilized strengths are actually weaknesses. Resources:The Impulsive Thinker™Kolbe A™ IndexCliftonStrengths®PRINT®Unique Ability®

The Strategic Coach® Program has been helping entrepreneurs achieve accelerated growth and personal freedom for over 35 years. Now, Strategic Coach® is excited to welcome a new coach to the Program. In this episode, Associate Coach Erik Solbakken shares his unique journey from chartered accountant to successful entrepreneur, and what excites him about connecting with fellow entrepreneurs. Here's some of what you'll learn in this episode:How Erik responded after his professional dream was decimated.How Erik's clients inspired him to become entrepreneurial.What led Erik to The Strategic Coach Program and how it changed his life.How Erik is helping accountants create better business models.What allows an entrepreneur to focus on their purpose. Show Notes: The way to create your future is by reflecting on your past. Entrepreneurship isn't always easy; it's a journey with ups and downs. Your ideal client wants the authentic you, not the pretend you. Self-discovery is a lifelong journey. Capabilities and confidence come from commitment and courage. Being part of the Strategic Coach community means being surrounded by entrepreneurs who can support you through tough times. Strategic Coach thinking tools help you clarify and simplify your thinking. Each time you use a Strategic Coach thinking tool, you gain deeper insights. Every coach at Strategic Coach is also a client, applying the tools and concepts to their own business. Our eyes only see and our ears only hear what our brain is looking for. Strategic Coach is one of the world's greatest philosophy programs wrapped in a business blanket. Resources: The 4 Freedoms That Motivate Successful Entrepreneurs How To Sell Transformation Using This One Question Unique Ability® What You Can Learn From Failure “Geometry” For Staying Cool & Calm by Dan Sullivan Who Not How by Dan Sullivan and Dr. Benjamin Hardy The Gap And The Gain by Dan Sullivan and Dr. Benjamin Hardy 10x Is Easier Than 2x by Dan Sullivan and Dr. Benjamin Hardy What Is A Self-Managing Company®? Viking Academy™ The Accountant Success Formula™ Accountants Kelowna BC

In this episode, Kary Oberbrunner reveals essential strategies for entrepreneurs on publishing their first book and protecting intellectual property. Recorded at the inaugural CoachCon event in May 2024, Kary discusses his innovative IP-protection app with business coach Chad Johnson. Listen now to discover how these tools can streamline your processes and empower your entrepreneurial journey. Here's some of what you'll learn in this episode:What made Kary feel like he'd found his place in his first hour at Strategic Coach®.How and why Kary's original IP protection idea was rejected by Coach co-founder Dan Sullivan.Why you don't need a traditional publisher anymore.The key mindset shifts Kary has experienced since joining Strategic Coach.The biggest dangers Kary sees entrepreneurs facing right now.Why most entrepreneurs come to The Strategic Coach® Program as frustrated visionaries. Show Notes:Suing someone costs you time, money, and aggravation.If you're afraid someone's going to steal what you've created, at a certain point, you'll stop creating.Getting your creations protected isn't a cost—it's an investment in your creativity.More than 90% of the value of S&P 500 companies lies in their intellectual property.All of the obstacles you see are actually the raw material for achieving your vision.All IP is based on timing.Being a hero is more fulfilling than being the messenger.Not all money is good money, and not all clients are good clients.Visionaries don't need their brains filled with all kinds of to-dos.Entrepreneurs can't do it all themselves.You can operate so well that your competitors become your collaborators. Resources: Blockchain Extraordinary Impact Filter by Dan Sullivan Igniting Souls What Is A Self-Managing Company®?Kolbe A™ IndexUnique Ability® Entrepreneurial Operating System® Who Not How by Dan Sullivan and Dr. Benjamin Hardy What Free Days™ Are And How To Know When You Need Them How to Win a Heart: One Man's Adventure in Finding and Winning His Life-Long Love by Chad Johnson

When a friend asks for your opinion on a new idea, you want to be helpful, but how should you respond when you don't think their idea will succeed? Dan Sullivan and Jeffrey Madoff discuss ways to be supportive and helpful without lying or making a commitment.  Show Notes: You can decide to help someone in a way that won't involve you beyond a conversation. In the business of coaching small businesses, you discover quickly that there's a reason why small businesses are small. People who can afford to make high investments usually know other people who can afford to make high investments. If you tell the truth, you don't have to keep track of what lies you've told. The biggest factor in qualifying for The Strategic Coach® Program is being a growth-minded person instead of a status-minded person. The problem is never the problem. The problem is that people don't know how to think about the problem. It's a service to anybody who's had a new idea to get them thinking about their thinking about how they're going about it. When somebody comes to you with a new idea, they're locked into a context that this is going to be a real winner. If honesty ruptures a relationship, it wasn't really a relationship to begin with. A lot of times, people are looking for reinforcement for what they've already done, and it's too late for them to do anything different. Resources: Never Split the Difference: Negotiating As If Your Life Depended On It by Christopher Voss and Tahl Raz Charlatan: America's Most Dangerous Huckster, the Man Who Pursued Him, and the Age of Flimflam by Pope Brock Learn more about Jeffrey Madoff Dan Sullivan and Strategic Coach®

When Patti Mara graduated from university in the recession of 1989, she couldn't get a job—so she made one up instead. In this episode, Patti shares how she's achieved entrepreneurial success, the exciting new project she's launching to support local businesses, and what she's learned as a long-time coach in The Strategic Coach® Program. Here's some of what you'll learn in this episode:The invaluable resource that Patti turned to when she realized she didn't know how to build a business.Some of the most helpful tools Patti learned in her first year at Strategic Coach®.The difference between tasks and results.The value in separating the fault from the problem.“magic” that happens in every Strategic Coach workshop. Show Notes: Entrepreneurship often emerges out of necessity, but being good at making up a job for yourself doesn't mean you know how to build a business.Strategic Coach concepts can dramatically shift an entrepreneur's mindset and ability to build a thriving organization.Every coach at Strategic Coach is also a Program member who uses Coach tools and concepts in their own business.What you sell is actually the vehicle for how you create value.Your business is the value you create to the people you want to work with.Everyone wants to feel like they're winning.When team members feel like their roles serve a greater purpose, the whole company culture shifts.And once you recognize team members as experts in their roles, you can encourage their innovation and sense of ownership.When you empower team members to solve problems rather than to focus on who was at fault, customer interactions get much better.Awareness and mindset are more impactful than specific skills when training team members. Resources: Blog: Time Management Strategies For Entrepreneurs (Effective Strategies Only) Unique Ability® The 10x Mind Expander by Dan Sullivan Turning Teams into Heroes and Customers into Raving Fans by Patti Mara UpSolutions Team Success Program Blog: What Is A Self-Managing Company®?   Tool: The Positive Focus® Who Not How by Dan Sullivan and Dr. Benjamin Hardy Podcast: Team Success pattimara.com wechooselocal.com

Nicholas Schwarz became an entrepreneur because he was lacking the Four Freedoms of Time, Money, Relationship, and Purpose. Now, Nicholas runs a company where he helps his clients expand those Four Freedoms for themselves. In this episode, Nicholas shares how he's gone from working in a job he didn't like to becoming a happy entrepreneur. Here's some of what you'll learn in this episode:All the factors that made it difficult for Nicholas to be an employee of another company.Why becoming self-employed was unthinkable in his line of business.How Nicholas's “wonderful journey” in The Strategic Coach® Program began.What Nicholas defines as “relaxed entrepreneurship.”Why, nowadays, Nicholas delegates as much as possible.How Nicholas's company helps when it comes to transgenerational wealth. Show Notes: Entrepreneurs become entrepreneurs for the sake of freedom. The real freedom that allows all the other freedoms to happen is being able to control your time. Strategic Coach® members have the ability to actually arrange their life the way they want it. The Freedom of Money isn't the most important freedom. Risk is always perceived as something negative, while uncertainty gives the possibility of something positive happening. Sometimes, we stumble on rocks we put down ourselves. Entrepreneurs who use Strategic Coach tools carve out a lot of time for themselves. The Strategic Coach community is very helpful both as a sounding board and as an emotional support group. Being your own boss has pros and cons, but the flexibility is worth it. What you do as an entrepreneur is sometimes very lonely. Talking about your entrepreneurial successes and challenges resonates more with someone who's also gone through the whole process. Resources: Article: “The 4 Freedoms That Motivate Successful Entrepreneurs” Unique Ability® Who Not How by Dan Sullivan with Dr. Benjamin Hardy Article: “What Free Days are, And How To Know When You Need Them” The Cecily Group

EOS®, the Entrepreneurial Operating System®, was developed by a Strategic Coach® member who envisioned an extension of the Coach Program. Now, EOS and Strategic Coach are on parallel tracks in helping entrepreneurs live their best lives. In this episode, Strategic Coach business coaches Dan Sullivan and Shannon Waller are joined by EOS Worldwide's leadership duo, Kelly Knight and Mark O'Donnell, to discuss all the ways entrepreneurs can benefit by taking advantage of both EOS and Coach. Here's some of what you'll learn in this episode:·     How Mark and Kelly each became involved in EOS.·     What led to EOS being implemented in Strategic Coach.·     How Strategic Coach was pivotal in the development of EOS.·     What's allowed EOS to scale enormously over the past few years.·     The strategic by-products that came from EOS becoming a franchiser. Show Notes: Roughly 30% of the EOS community is in The Strategic Coach® Program. There is no point in competing in the marketplace. Benefiting from EOS was a very profound shift for Strategic Coach. Being able to conduct sessions virtually has opened up a tremendous opportunity for EOS Implementers®. Today, EOS has over 850 Implementers doing business in 40 countries, and there are quite a few virtual-only EOS Implementers. To get the most out of EOS, everybody at the company has to be using it. Strategic Coach is very much a mindset program. Team members don't always know that they need to have an entrepreneurial attitude. To connect teamwork and technology, you need coaching. Coaching is to the 21st century what management was to the 20th century. Resources: Traction by Gino Wickman CliftonStrengths® Who Not How by Dan Sullivan with Dr. Benjamin Hardy Strategic Coach Team Programs The Experience Transformer®: “Transforming Experiences Into Multipliers” The Team Success Handbook by Shannon Waller The Impact Filter™ Unique Ability® Kolbe Casting Not Hiring by Dan Sullivan and Jeffrey Madoff Same as Ever: A Guide to What Never Changes by Morgan Housel The Self-Managing Company by Dan Sullivan Your Life As A Strategy Circle by Dan Sullivan The DIKW Pyramid The Positive Focus®

Business coach Dan Sullivan and marketing and advertising geniuses Joe Polish, Dean Jackson, and Mark Young have all been friends and business colleagues for years. Now, they're teaming up as the Super Partners for a very special podcast episode where they talk about what marketing really means and provide examples of elegant ideas that entrepreneurs can use to better engage their audiences. Here's some of what you'll learn in this episode:Solutions that mean no more cold calls or door-to-door sales.The purpose of advertising.How advertising can be used to help people.The difference between marketing and sales.Why selling has gotten a bad name.What's changed since Dan founded The Strategic Coach® Program 35 years ago.Why direct mail is still the greatest form of marketing in the world. Show Notes: Everyone who has a business is going to have to do marketing and selling. One elegant idea is worth more than 1,000 semi-good ideas. Perfect has become the enemy of good. Anything you put in front of somebody is marketing. Only the hungriest fish snap at the crappiest bait. Once you figure out marketing, it's the ultimate leverage. Marketing is the aggregate of all the steps you take to go from somebody not knowing you all the way to them being engaged in a relationship with you. Once you figure out a marketing algorithm, it works again and again. You can create control in your future if you learn how to put a message out there that causes people to want to give you money. There are businesses that die of starvation, and there are businesses that die of indigestion. The average person receives between 5,000 and 24,000 advertising messages daily. Part of sales is just connecting with someone. People don't buy from you because they understand what you do. People buy from you because they feel understood. Dan's definition of selling is getting someone intellectually engaged in a future result that's good for them and getting them to emotionally commit to take action to achieve that result. Resources: I Love Marketing podcast 10xTalk podcast American Happiness podcast Cloudlandia podcast HYPNO-TI$ING by Mark Young Video: “Is Selling Evil?” by Joe Polish Who Not How by Dan Sullivan and Dr. Ben Hardy The Gap And The Gain by Dan Sullivan and Dr. Ben Hardy 10x Is Easier Than 2x by Dan Sullivan and Dr. Ben Hardy Strategic Coach® Mark Young Jekyll + Hyde Labs Dean Jackson The 8 Profit Activators Joe Polish Genius RecoveryWhat's Your Cleator?

Ann and Sunny Sheu are not only life partners, they're partners on their entrepreneurial journeys. With their business, Mpowered Families, they help high-achieving entrepreneurial couples to be as intentional about their family lives as they are about their business lives. In this episode, Ann and Sunny share what it's like to be in business with the person you're married to, how they apply business lessons to their personal lives, and the benefits they get from business coaches and fellow members in The Strategic Coach® Program. Here's some of what you'll learn in this episode:How Strategic Coach® workshops are like a clarity break for Ann and Sunny.Where Ann and Sunny's work overlaps, and where it doesn't.How Mpowered Families workshops have immediate impact on families.What led Sunny to stop being a slave to the business.How improving your personal life and improving your business life feed each other.The danger of trying to be what you think people expect.Why being a Strategic Coach member is really about the mindset shifts. Show Notes: If you want to change your behavior, you first have to change your mindset. Many entrepreneurs don't create the time and space to do for their families what they do for their businesses. Your family is the most important team in your life. When your family life is strong, then you have the space to give your all to your business. To build a great family life, you have to first do the work on yourself. What often happens in families is that people bring a very diluted version of themselves to the table. If you can't clearly articulate what you want out of life, you won't know how to ask for what you want. Once you're clear about who you are individually, you and your partner can come together and create a shared vision. It's not always easy for a couple to have an aligned vision for their family, but there are always commonalities. Very rarely do people think a decade ahead for their personal lives. Resources: Unique Ability® Article: “What Free Days Are And How To Know When You Need Them” Article: “The 4 Freedoms That Motivate Successful Entrepreneurs” Article: “The Importance Of Collaboration In Business: Leveraging Who Not How” mpoweredfamilies.com Ann Sheu on LinkedIn Sunny Sheu on LinkedIn

For 35 years now, The Strategic Coach® Program has been helping entrepreneurs to achieve business success and business growth while living happy lives. But Dan Sullivan didn't set out to create a program for entrepreneurs. He set out to create a thinking program, and entrepreneurs are the ones who took to it the most. In this episode, Dan talks with fellow business coach Shannon Waller about the genesis of Strategic Coach® and why it works so well for entrepreneurs. Here's some of what you'll learn in this episode:The learning experience created by others that's had the most influence on Dan's thinking today.The ways of thinking on which Dan based The Strategic Coach Program.How constantly growing in capability and confidence protects you from worrying about the future.What lets Dan know he's created a timeless thinking tool.Where all Strategic Coach thinking tools come from.Show Notes: The entrepreneurial game will continue for as long as you're up to it. Each person can take the actual experiences of their daily life and develop them into knowledge. The challenges you face each day are sufficient to create a lifetime learning program. It's easier to get things created and produced these days than it was in the old days. Entrepreneurs have to be learning on a daily basis, while many non-entrepreneurs don't have to do much learning after they get the job. Some non-entrepreneurs view having to learn new things as a chore, while entrepreneurs see it as an advantage. The bigger the problem and the faster the solution, the bigger the check for the entrepreneur. Strategic Coach clients are never told what they should learn from using a Coach thinking tool. It's dangerous for an entrepreneur to get bored. Entrepreneurs get punished most heavily for not changing their minds. Entrepreneurs can make greater progress from thinking than people in most other lines of work. As a group, Strategic Coach clients are uniquely confident and feel a unique sense of capability and confidence about the future. Strategic Coach clients make more money and take more free time than a comparable group of entrepreneurs. Entrepreneurs are the only people whose success depends upon being transformative. Strategic Coach clients have a shared language thanks to the Program's thinking tools. The cause of most entrepreneurial problems is loneliness.Resources: The 4 Freedoms That Motivate Successful Entrepreneurs [Article] Unique Ability® Who Not How by Dan Sullivan and Dr. Benjamin Hardy The Entrepreneurial Time System®—The Entrepreneur's Guide To Time Management The Experience Transformer®—Transforming Experiences Into Multipliers [Article] The Impact Filter™

Greg Griffith has been in risk management and risk control for 38 years. For the past 11 years, he's been a member of The Strategic Coach® Program, an experience he's found “life changing and game changing.” In this episode, Greg shares some of the invaluable wisdom he's gained from Strategic Coach® and why his entrepreneurial life is easier now. Here's some of what you'll learn in this episode:The Strategic Coach thinking tool for getting instant focus on something that's important to you.How Greg figured out he could help people dealing with risk.The interview with business coach Dan Sullivan that led Greg to Strategic Coach.The importance of Strategic Coach clients' life partners embracing Strategic Coach tools.Show Notes: Entrepreneurs need to have a life partner who gives them total support for what they're doing in their entrepreneurial life. For some entrepreneurs, the easy part of their lives is the day at work, and the tough part is the night at home. An entrepreneur's best relationship has to be the one that they have committed themselves to for an entire lifetime. Trying to go through Strategic Coach when the person you're in a relationship with isn't buying into the Program can be a struggle. The approach in Strategic Coach is that your entrepreneurial life is your entire life. Only about 5% of the working population ever has the commitment and courage to go out and face the marketplace straight on. If entrepreneurs don't succeed, they don't eat. Before seeking a partner, get your thinking straight on what makes someone a person you want to be in a relationship with.Resources: The Team+ Programs The Impact Filter™ Article: “What Free Days Are And How To Know When You Need Them” Your Life As A Strategy Circle by Dan Sullivan Thinking About Your Thinking by Dan Sullivan The Unique EDGE® Program for 18- to 24-year olds Article: “The 4 Freedoms That Motivate Successful Entrepreneurs” Deep D.O.S. Innovation by Dan Sullivan

Do you give yourself time to think? Many people don't. And for entrepreneurs, the stakes are higher because they're in the marketplace independently. In this episode, business coaches Dan Sullivan and Shannon Waller talk about why thinking time is so important for business success and how entrepreneurs can get the highest quality thinking time through The Strategic Coach® Program. Here's some of what you'll learn in this episode:·     Why deep thinking is scary.·     The question that The Strategic Coach Program was based on from the start.·     Why it's easier to get entrepreneurs thinking about their thinking than most people.·     Why thinking about your thinking is something that has to be consciously learned. Show Notes: Most people only do the kind of thinking done in Strategic Coach® in extreme emergency. Most people engage in three levels of thinking: thinking about things, thinking about other people, and thinking about other people's thoughts. But there is a fourth level: thinking about your thinking. Higher education is almost entirely based on people who spent their whole lives thinking about somebody else's thoughts. In any sale, the first thing that people buy is a relationship. There's only one expert on what progress is going to make a client happy, and that's the client. Some people don't think about their thinking because they're afraid of their thinking. For most people, it's an unnatural act to think about their thinking. The Strategic Coach Program is about the clients, not the coaches. Instead of thinking about their thinking, most people just engage with whatever the world throws at them during the day, and then watch TV in the evening. Thinking about your thinking means taking agency over what actually goes on in your mind. The more you think about your thinking, the more normal it becomes. The problem is never the problem; the problem is not knowing how to think about the problem. Tightly scheduled entrepreneurs cannot transform themselves.Resources: Thinking About Your Thinking by Dan Sullivan The Dan Sullivan Question by Dan Sullivan Who Not How by Dan Sullivan and Dr. Benjamin Hardy Your Life As A Strategy Circle by Dan Sullivan The Impact Filter™ Article: The 4 Freedoms That Motivate Successful Entrepreneurs

Employment opportunities for people with blue collar skills are going to keep growing. In this episode, business coaches Dan Sullivan and Shannon Waller talk to Kenny Chapman, CEO of The Blue Collar Success Group, about his entrepreneurial path and how skilled blue-collar work is going to be much more crucial, popular, and needed going forward. Here's some of what you'll learn in this episode:How Kenny's experience in the military led him to becoming an entrepreneur.What The Blue Collar Success Group helps with.How Kenny “leveled up” his self-esteem.The biggest benefits he gets from being in The Strategic Coach® Program.How Kenny used his growth mindset to expand his business and then branch out. Show Notes: In the 1940s, being a plumber was a valued career. Blue-trade industry covers hundreds of different specialized skills. It takes good leadership to have a good company. If you don't operate an effective, good model, you're not going to have what you need in order to pay people top of market and above. Mindset drives everything, and clarity drives direction. Identity limits us a lot. You're much more valuable the more you learn and the more you see. When we hear the word “education,” we've automatically trained our brains to think “higher education.” Like colleges, skilled trades are not created equal. Customers complain about price no matter how much it is. So you might as well get customer complaints at a profitable number.Resources: The Blue Collar Success Group Blue Collar Success Laws by Kenny Chapman The Six Dimensions of C.H.A.N.G.E. by Kenny Chapman Visual Thinking by Temple Grandin Kolbe CliftonStrengths® GravyStack The 4 C's Formula by Dan Sullivan The Impact Filter™ Who Not How by Dan Sullivan and Dr. Benjamin Hardy Unique Ability®

Almost 31 years ago, 18-year-old Max Emma immigrated with his family to the United States from the former Soviet Union. Now, Max is the CEO of BooXkeeping, a bookkeeping franchise organization operating in the U.S., Europe, and the Philippines, with plans for expansion into South America. In this episode of the Multiplier Mindset Podcast, in a story that stands testament to the power of entrepreneurial resilience and drive, Max shares how he went from bankruptcy to business triumph, and the many lessons and insights he learned along the way.Here's some of what you'll learn in this episodeThe ingenious way Max learned to speak English.How Max bounced back after bankruptcy.Why Max's company eventually expanded beyond the United States,How Max wrote the initial business plan for his company on a napkin in just four hours.How his business grew after joining The Strategic CoachⓇ Program.Why Max's unique area of focus has changed.The significance of journaling for entrepreneursShow Notes:The ties between North America and South America are going to be a growth opportunity as we go forward over the next 25 years. Speaking English is an important entrepreneurial skill in the United States. What seems like a failure might actually be the beginning of the next step. When you don't grow, you die. Entrepreneurs need to give up doing what isn't their job. It's important to keep investing in coaching because you don't know what you don't know. If your team members are successful, you're successful. When someone gives you a tool, consider it sooner than later. The sooner you join an organization like Strategic Coach®, the sooner you can become successful and take your company to the next level.Links:Unique Ability®Your Business Is a Theatre Production: Your Back Stage Shouldn't Show on the Front Stage The Gap and the Gain by Dan Sullivan and Dr.Benjamin HardyTime Management Strategies for Entrepreneurs (Effective Strategies Only)

A few years ago, Chase Dansie found himself limited by Lyme disease. Now, he's grateful for the experience. In this episode, Chase talks about how Strategic Coach® helped him through a very hard time and how he's using his orthodontist practice to improve people's lives.Here's some of what you'll learn in this episode:What allowed Chase to finally join The Strategic Coach® Program.How Chase learned that you can take something horrible and turn it into something useful.The signs of Lyme disease and the importance of getting the right diagnosis and treatment.Some of the positive by-products that came out of Chase having Lyme disease.What gets Chase up and going in the morning.Show Notes:An entrepreneur going about things alone develops all sorts of bad habits. The biggest problem for entrepreneurs is being alone and having no one to talk to about both your challenges and your successes. None of us celebrate our progress enough. The Strategic Coach Program isn't centred on the business. It's focused on you as a person. When something comes up and you don't know what to do, Strategic Coach has processes you can follow that will help you get solutions. You can interpret your past experiences however you want to. You feel more normal when you're in a community of people with similar challenges and obstacles to yours. If you're experiencing a health challenge, it's comforting to know you're not the only one. Strategic Coach clients have a kind of shared language. Surrounding yourself with people, and having connections with others, can help you pull through some very difficult times. When you're aware of the challenges someone is having, it lets you have compassion for them like you never would have before.Resources:How To Measure Success In Business Effectively With A Proven System - The Gap And The Gain Wanting What You Want by Dan Sullivan Unique Ability 

Dan Sullivan and guest co-host Gord Vickman explore the innovative conceptswithin the Transformation Trilogy and the collaboration behind their success.Discover the driving force behind Dan's creation of Who Not How, The Gap And The Gain, and 10x Is Easier Than 2x, as he shares personal anecdotes, inspiration, and insights gained along the way. He also delves into the evolution of these books, their impact on entrepreneurs worldwide, and the invaluable lessons you can apply to your own successful journey.Here's some of what you'll learn in this episode:The people Dan needed to meet in order for these books to happen.How Dan realized his three major market books were a trilogy.Feedback Dan's gotten from clients about the Transformation Trilogy.Possible plans for more major market books based on Coach concepts.Show Notes:Work always takes the time that's allotted for it.Life is taking advantage of everything that wasn't planned.Dan first had the idea for books as something to assist and support what the other Strategic Coach coaches were doing.Recognizing that consumers want to get information very quickly, Dan came up with the 60-minute book format.When Dan was 70, he committed to putting out one book every quarter for the next 25 years.There's now a 10-person team around Dan on the Strategic Coach quarterly book project.The origin of every Strategic Coach thinking tool is Dan asking entrepreneurs a question about their experience.Everything in the Strategic Coach Program and the way the company is run is a function of equipping people with thinking tools to improve their entrepreneurial life.The number one rule governing the Strategic Coach universe is free Dan up to focus on what he does best.Resources:Who Not How The Gap and the Gain 10x Is Easier than 2xThe Transformation Trilogy

There are major differences between regular entrepreneurs and 10x entrepreneurs. Do you know which type you are? In this episode, business coaches Dan Sullivan and Shannon Waller explain what makes someone a 10x entrepreneur and reveal the best things you can do if you are one.‌Here's some of what you'll learn in this episode:What you can tell about an entrepreneur by how they talk about their goals.The best types of goals for entrepreneurs to have.What makes an entrepreneur a good fit for The Strategic Coach® Program.The entrepreneur motivation and growth mindset that mean you'll never stop growing.The question that gives an entrepreneur a bigger future.How to surround yourself with other constantly growing people.Show Notes:Dreams and wishes aren't measurable, but goals are.‌10x entrepreneurs constantly think, “What we have now is great, but what does it look like when it's 10x?”‌The reward for going 10x is that you get to do it again.‌10x entrepreneurs aren't looking for quick fixes; they're looking to put in the work and time to get to a higher level.‌Over time, you get better at recognizing what's worth your time and what isn't.‌Only one out of every 400 entrepreneurs would be a good fit for The Strategic Coach Program.‌Status is a byproduct of capability.‌You only know you have greater capability if you're getting greater results.‌People who are always striving for greater capability never stop growing.‌A person who is growth-minded might worry about outgrowing someone who isn't growing.‌What makes a business complicated is the social pressure from outside of you.Resources:The 4 C's Formula by Dan Sullivan‌The Entrepreneur's Guide To 10x Growth‌The Multiplier Mindset® Podcast‌

Andreas Wilhelmsson started his first company when he was 17. As a young entrepreneur, he approached the largest supermarket chain in Sweden, where he lives, and asked what it would take to become their main supplier of produce. Now, at the age of 33, he grows healthy greens in a way that lets him provide sustainable food year-round. In this episode, Andreas shares what it's taken to find his business success—including his growth mindset and his evolving entrepreneur motivation—and lessons he's learned along the way.Here's some of what you'll learn in this episode:The two passions that led to Andreas's current company.His advice for anyone looking to embark on an entrepreneurial career path.How a success streak can put an entrepreneur in danger.Why Andreas joined The Strategic Coach® Program.Why he's taken himself out of the day-to-day management of his company.Show Notes:Teenagers can't even imagine a 25-year goal, but they can still dare to dream big.Do something small every day that will get you closer to your big goal.Don't start with marketing. Start by going out and selling to the customer.If you're too stuck in your own mindset, you won't dare to ask for help.If you can't figure out a solution, ask someone who's done it before, and do what they did.To fill challenging roles, you need to find people who enjoy those challenges.If you challenge people, that can provide inspiration and energy.Sharing your challenges is the way you grow.The more time you take completely off work, the more you're rejuvenated.In general, people underestimate how much you get done when you're doing the work you're meant to do.Resources:The Self-Managing Company by Dan SullivanUnique Ability®The Entrepreneur's Guide To Time ManagementThinking About Your Thinking by Dan Sullivan

Amanda Cassar never intended to be an entrepreneur. Growing up, she was told to “just do a 9 to 5.” Now, she's a financial advisor with two businesses of her own. In this episode, Amanda shares how she discovered her entrepreneur motivation and found business success.Here's some of what you'll learn in this episode:How not being able to afford a drink was a turning point for Amanda.Why putting herself last led to her burning out.What led to Amanda buying out her former employer.Amanda's first lessons in business leadership.One of the main reasons Amanda invests in The Strategic Coach® Program.Show Notes:Taking time off means you can be really on when you want to be.It's a big deal to say yes to opportunities instead of making up excuses.Goal setting is important, but so is taking advantage of what's currently available.Realizing that there's nothing legitimately holding you back can result in a mindset shift.Entrepreneurs have to stop and take stock sometimes.Be present with whoever you're with at the time.People are an entrepreneur's secret sauce.Sometimes, the people who got you to where you are now aren't the people who will take you where you want to be next.Asking your team what's important to them is the first way you can give value back to them.If you're the smartest person in the room, you're in the wrong room.Resources:The Time Breakthrough by Dan Sullivan

Gord Vickman and Dan Sullivan discuss Dan's latest book, 10x Is Easier Than 2x, co-authored by Dr. Ben Hardy. By identifying the changes and breakthroughs that led to your past growth, you can gain the confidence and insight needed to achieve your next jump. Sounds like fun, right? This episode is a must-listen for entrepreneurs and creators looking to build things faster, easier, and cheaper than before. In This Episode: 10x Is Easier Than 2x is a compilation of concepts that have been tested and proven in The Strategic Coach® Program. Dan says it's “the best book for getting an overview of all the productivity tricks that we have in Strategic Coach.”How can 10x growth possibly be easier than 2x growth? Dan invites the listener to remember that they've already made this leap at least once in their lives.The key to growth is imagining an exponentially—rather than incrementally—bigger future.Dan credits writer Ben Hardy for making these books possible.Reaching that future will require shedding outdated methods and even team members and customers who are no longer a good fit.This trilogy of books, Dan says, is linked by a kind of entrepreneurial logic: the logic of achievement, the logic of progress, and the logic of growth.When you set out to achieve breakthroughs, you have to allow for luck and surprises—and even count on them.Dan's goal for these books was never about becoming a famous author but about finding new people to talk to who might be interested in The Strategic Coach Program. Resources: 10x Is Easier Than 2x by Dan Sullivan and Dr. Benjamin HardyWho Not How by Dan Sullivan and Dr. Benjamin HardyThe Gap And The Gain by Dan Sullivan and Dr. Benjamin HardyNovelist Mark DawsonTucker MaxThe Strategic Coach Program

Podcast: Anything And Everything (LS 25 · TOP 10% what is this?)Episode: Unlocking Insights: Powerful Questions For Deeper ConnectionsPub date: 2023-05-31Jeffrey and Dan discuss the importance of philosophy and psychology in entrepreneurship. They explore how The Strategic Coach® Program helps clients think differently, and the value of building relationships based on trust. Dan shares his unique D.O.S.® formula for understanding clients' future dreams and plans. All of this gets discussed, as usual, in the context of world events, personal insights, and anything and everything else. In This Episode: Jeffrey and Dan explore philosophy, psychology, and communication in entrepreneurship, emphasizing relationship-building and the “three-year question” technique.Dan's coaching approach involves asking entrepreneurs powerful questions that prompt them to reflect on their past experiences, fostering confidence in their future and making them historians of their own careers.The hosts discuss confidence, courage, and risk-taking in entrepreneurship, with examples of pricing strategies, personal commitments, and the impact of actions on one's legacy.Childhood interests and experiences can shape whole careers: Dan's mother instilled in him a love of reading and exploration, leading him to uncover people's stories professionally.Jeffrey and Dan reflect on living through social, technological, and political revolutions, discussing the collapse of the Soviet Union and the dangers of losing one's sense of meaning. Resources: Personality: The Lloyd Price MusicalJeffrey MadoffDan Sullivan and Strategic CoachThe podcast and artwork embedded on this page are from Dan Sullivan and Jeffrey Madoff, which is the property of its owner and not affiliated with or endorsed by Listen Notes, Inc.

Podcast: Anything And EverythingEpisode: Unlocking Insights: Powerful Questions For Deeper ConnectionsPub date: 2023-05-31Jeffrey and Dan discuss the importance of philosophy and psychology in entrepreneurship. They explore how The Strategic Coach® Program helps clients think differently, and the value of building relationships based on trust. Dan shares his unique D.O.S.® formula for understanding clients' future dreams and plans. All of this gets discussed, as usual, in the context of world events, personal insights, and anything and everything else. In This Episode: Jeffrey and Dan explore philosophy, psychology, and communication in entrepreneurship, emphasizing relationship-building and the “three-year question” technique.Dan's coaching approach involves asking entrepreneurs powerful questions that prompt them to reflect on their past experiences, fostering confidence in their future and making them historians of their own careers.The hosts discuss confidence, courage, and risk-taking in entrepreneurship, with examples of pricing strategies, personal commitments, and the impact of actions on one's legacy.Childhood interests and experiences can shape whole careers: Dan's mother instilled in him a love of reading and exploration, leading him to uncover people's stories professionally.Jeffrey and Dan reflect on living through social, technological, and political revolutions, discussing the collapse of the Soviet Union and the dangers of losing one's sense of meaning. Resources: Personality: The Lloyd Price MusicalJeffrey MadoffDan Sullivan and Strategic CoachThe podcast and artwork embedded on this page are from Dan Sullivan and Jeffrey Madoff, which is the property of its owner and not affiliated with or endorsed by Listen Notes, Inc.

Jeffrey and Dan discuss the importance of philosophy and psychology in entrepreneurship. They explore how The Strategic Coach® Program helps clients think differently, and the value of building relationships based on trust. Dan shares his unique D.O.S.® formula for understanding clients' future dreams and plans. All of this gets discussed, as usual, in the context of world events, personal insights, and anything and everything else. In This Episode: Jeffrey and Dan explore philosophy, psychology, and communication in entrepreneurship, emphasizing relationship-building and the “three-year question” technique.Dan's coaching approach involves asking entrepreneurs powerful questions that prompt them to reflect on their past experiences, fostering confidence in their future and making them historians of their own careers.The hosts discuss confidence, courage, and risk-taking in entrepreneurship, with examples of pricing strategies, personal commitments, and the impact of actions on one's legacy.Childhood interests and experiences can shape whole careers: Dan's mother instilled in him a love of reading and exploration, leading him to uncover people's stories professionally.Jeffrey and Dan reflect on living through social, technological, and political revolutions, discussing the collapse of the Soviet Union and the dangers of losing one's sense of meaning. Resources: Personality: The Lloyd Price MusicalJeffrey MadoffDan Sullivan and Strategic Coach

Every entrepreneur would love to be able to predict the future, but of course it's impossible. The future is always being created by every human being on the planet every day making guesses and bets about their individual future. There's no way of understanding or even detecting what kind of guesses and bets eight billion people are making today, when they weren't even thinking about it yesterday. In this episode, business coaches Dan Sullivan and Shannon Waller explain the importance of understanding why it's all about guessing and betting, and how you can make the best guesses and bets for business success and business growth in your future.Here's some of what you'll learn in this episode:Why we'll never get beyond technology just being reactive.Why artificial intelligence is based on the past, not the future.The big bet that Dan and Babs made before starting The Strategic Coach® Program in 1989.How to find team members you don't have to manage, monitor, or motivate.Show Notes:Humans have always had a desire to predict the future.Technology can't be superior to the human thinking that goes into it.An entrepreneur betting on something means they commit their time, their activity, and in some cases, their money to a particular activity.People have far more freedom on an individual basis now than they did a century ago.Individual team members need to take themselves at least as seriously as management does.Predictions are just guessing and betting based on what's happened up until now.You're making a guess and a bet when you hire a team member.If you look into how a technology is created, you know what to expect from it and what not to expect.A great team member has to be great at what they do and great at playing with others.Some people strive for a role they aren't good at because in their minds it has higher status.Resources:Unique AbilityCapitalism—And Everything Else by Dan SullivanThe Self-Managing Company by Dan SullivanUnique Ability® 2.0: Discovery by Catherine Nomura, Julia Waller, and Shannon WallerMultiplication By Subtraction by Shannon Waller

The year Mary Miller turned 30, she experienced bankruptcy, unemployment, and divorce. Today, the janitorial services company Mary founded with her husband, Tony, has 85% of the market share in Cincinnati. Both Mary and Tony have been Strategic Coach® members for over 30 years, and Mary has been an associate coach for 20 years. In this episode, Mary shares how The Strategic Coach® Program has strengthenedboth her marriage and her business.Here's some of what you'll learn in this episode:How prioritizing their marriage over their business allowed Mary and Tony's business to become more successful.Why you should learn in a way that lets you teach others.How Mary and Tony have passed their company along to the next generation of their family.What Mary describes as “jet fuel” for what she's trying to accomplish.How Mary's company overcame a serious problem with turnover.Show Notes:Pausing to reflect on the previous 90 days and plan the next 90 days can cause shifts in your thinking.If you want to make more money, you need to take more time off.Listening to other entrepreneurs talk can prompt you to have different conversations about the future.When you're among like-minded people, no one will tell you you're crazy.Being an entrepreneur means you can do business with the people you want to do business with.Entrepreneurs can make their lives as big or as small as they choose.You can have fun no matter how difficult life is.Ideas can come through conversations. Conversations change lives.To be able to do things that really make a difference, you have to filter through ideas.Resources:Learn more about Mary Miller and Dream Engineer.The Entrepreneur's Guide To Time Management The Strategy Circle®: Why Obstacles Are Actually A Good Thing The Dream Manager by Matthew Kelly

Get the latest book by Dan Sullivan and Ben Hardy, 10x Is Easier Than 2x.What are your time and skill worth to somebody else? The issue of pricing is the biggest hurdle to people thinking about becoming entrepreneurs because most people live their lives with someone else doing their pricing for them. In this episode, business coaches Dan Sullivan and Shannon Waller explain the best way for entrepreneurs to determine what to charge. Here's some of what you'll learn in this episode:How an entrepreneur can switch mindsets from being the seller to being the buyer.Why entrepreneurs should actually stay away from competitive pricing.Why the fastest way to your biggest future is The Strategic Coach® Program.The question that will take your clients into the future, and you with them.Why you shouldn't negotiate unless what you're offering is unique.The importance of being attuned to your clients' futures. Show Notes:Most people don't like negotiating what their value is with someone else.If you're applying for a job, it's generally predetermined what the value is of doing that job.For entrepreneurs, the combination of time and talent determines the price that needs to be negotiated.There's no right price for anything because all pricing is psychological.If your client doesn't have a big future, your price is a cost. If they have a big future, your price is an investment.If you focus on your uniqueness, you aren't in competition with anyone.The toughest obstacle to being a successful entrepreneur is getting to where you feel proud and confident about the ways you've priced your value in the marketplace.Many people don't have a proper appreciation of their own value, and so they don't like negotiating.Some entrepreneurs spend too much time worrying about people who aren't check writers.Pricing is a lot easier if you have no competitors. Resources:Capitalism—And Everything Else by Dan SullivanThe 4 C's Formula by Dan SullivanUnique Ability®Deep D.O.S. Innovation by Dan SullivanEnterprise Value: How the Best Owner-Managers Build Their Fortune, Capture Their Company's Gains, and Create Their Legacy by Peter R. Worrell

 John Disselkamp is the owner of First Class Commercial Cleaning in Louisville, KY.  John was born and raised in Louisville and had a hard-working mentality. This suited him well in his early corporate life and propelled hiim to a bank executive at a young age. John won the prestigious "40 Under 40" Award during this banking stint. In this interview, John shares his transition from corporate to starting a commercial cleaning company in 2016 and growing to six-figures per month in revenue and 50 team members in under 3 years. He then lead his company to $5 million in revenue and 230 team members 3 years later. John is an American Success Story! First Class Revenue StoryYear 1 - $90kYear 2 - $350kYear 3 - $950kYear 4 - $1.4MYear 5 - $2MYear 6 - $2.4MYear 7 - $4.8MYear 8 projected- $9-$10MJohn has accomplished all of this with mental illness. Since childhood, he struggled with mental depression and anxiety. "We were in growth mode and growth sucks cash. We had intentional moves to make sure we could scale a company." John believes that investing into your business is more than just the supplies to fill an office cleaning location. It's in people and in culture. He made sure to keep relationships first, which he learned in corporate, to fuel First Class's culture. John believes that the culture he created is why First Class excelled through Covid and a labor crisis since 2020.He joined the Strategic Coach Program to up his leadership game. John was challenged with the concept of the 4 boxes that is taught in that program. John early career was spent in the box that represents something that you're good at, but don't enjoy. This is where most careers go to die. John wanted fulfillment and has found it in his cleaning company. He's good at it and enjoys it, a rare combination for adults in the working world."What makes a smart person smart or an intelligent person intelligent? It's not knowing what they know. It's knowing what they don't know. And that's always been something that I've taken to heart." "It's a pretty simple business. If you treat people well, you work hard, you do what you say you're gonna do, you're halfway decent at communicating and building relationships... You're better than most and I've still found that to be true 6 1/2 to 7 years later."John had a playbook for how to start a cleaning company and couldn't find it. He was going to St. Loius with his future wife and decided to cold call a local company to see if he could learn from then. He called Spencer Commercial Cleaning and a guy named Scott Bader answered the phone. Scott met with John for over two hours to mentor him. John is so grateful to Scott for helping to launch First Class Commercial Cleaning. John still uses the contract templates, pricing strategy, and a few other systems that Scott has taught him. Read the rest of this article at the Smart Cleaning School website

How do you know when it's time to move on and leave behind something you've been doing? Business coach Dan Sullivan is ready to give up coaching one level of The Strategic Coach® Program so that he can focus on a higher level. In this episode, Shannon Waller and Dan discuss what led to this decision.

A focus of The Strategic Coach® Program over the past ten years has been a particular type of collaboration, one between entrepreneurs who share a common goal. In this episode, Dan Sullivan and Shannon Waller explain how such collaborations immensely benefit everyone involved, not just the clients.

When Will Duke was introduced to his first thinking concept in The Strategic Coach® Program, he was worried he'd just entered a cult. Since then, he's found success and happiness by implementing various Coach tools into his life and entrepreneurial career in the field of security integration.

WANT THE FULL EPISODE? Check out yesterday's episode, or download it directly using this link: https://api.spreaker.com/v2/episodes/52214150/download.mp3You don't have to change who you are to make great decisions. Operate in your own strengths! Amy Bruske, President of Kolbe Corp., joins Decidedly to discuss conation – how people take action based on their innate instincts. KEY TOPICSRecognizing how you define successCapitalizing on your strengthsKnowing the reasons for your actionsTeaching people how to interact with youCONNECT WITH UShttps://decidedlypodcast.com/Instagram: @decidedlypodcast Facebook: https://www.facebook.com/decidedlypodcastShawn's Instagram: @shawn_d_smith Sanger's Instagram: @sangersmith MAKING A FINANCIAL DECISION?At Decidedly Wealth Management, we focus on decision-making as the foundational element of success, in our effort to empower families to purposefully apply their wealth to fulfill their values and build a thriving legacy.LEARN MORE: www.decidedlywealth.comInstagram: https://www.instagram.com/decidedlywealth/Facebook: https://www.facebook.com/DecidedlyWealth/ Subscribe to our newsletter for weekly decision-making tips: https://visitor.r20.constantcontact.com/manage/optin?v=001aeU_pPBHJPNJWJBdVbaci6bjGIuEJurH12xHBWDEVT_NxyCadMd7wLSZjcEZglkSjDjehuIbTHD8nABOIdV69ctfYpSzg24RCIytetBUrlIPPKgaGzjGZ8DkM0Wp1LMjbErcYUur7PbZGjeVo4gyXlz821AoJGZR Join us every Wednesday for more strategies to DEFEAT bad decision-making - one episode at a time! MENTIONED IN THIS EPISODEKathy Kolbe's books: https://www.amazon.com/stores/Kathy-Kolbe/author/B01MUH3GG1?ref=ap_rdr&store_ref=ap_rdr&isDramIntegrated=true&shoppingPortalEnabled=trueThe Wonderlic Test: https://www.wonderlictestprep.com/what-is-the-wonderlic-test CONNECT WITH AMY BRUSKEThe Powered by Instinct podcast: https://poweredbyinstinct.com/Website: https://www.kolbe.com/Facebook: https://www.facebook.com/KolbeCorpLinkedIn: https://www.linkedin.com/in/amybruske/ Amy Bruske is a sought-after speaker for Fortune 500 companies, associations, and entrepreneurial organizations in a variety of industries, and a Principal and President of Kolbe Corp. Specializing in HR consulting and leadership development, she is one of the company's three Senior Master Consultants and is also in demand for executive coaching and team building for a wide range of businesses around the world. Currently, Amy is publishing a book on successful family owned businesses.Amy was named the Small Business Owner of the year by the National Association of Women Business Owners (NAWBO), Phoenix Chapter in 2012. Amy is also Chairman of the Board for Kolbe's non-profit arm, The Center for Conative Abilities which focuses on research for health and education initiatives. She is a committee chair for the Board of Directors for NAWBO, and a member of the Women Presidents' Organization, the International Women's Forum (Arizona chapter), and the Strategic Coach Program.Amy has mentored countless business leaders over the years. She is currently focused on formal mentorship programs for women business owners and is a community panel member for the Young Entrepreneurs' Academy.Before coming to Kolbe, Amy was a senior leader at Jenny Craig Inc., where she coached and trained franchise owners. She also was the East Coast Divisional Supervisor of Sales Training and an operations specialist. Her early career included assisting major advertising clients with conducting focus groups.Although born in Argentina, Amy considers herself an Arizona native. She holds a Bachelor of Arts degree in Business Administration from Loyola Marymount University. She is married to Jim Bruske, a retired professional baseball player now working in real estate, and has two very active children to keep her busy away from the office. Amy is an avid reader and enjoys keeping fit and dedicating time to children's causes.

You don't have to change who you are to make great decisions. Operate in your own strengths! Amy Bruske, President of Kolbe Corp., joins Decidedly to discuss conation – how people take action based on their innate instincts. KEY TOPICSRecognizing how you define successCapitalizing on your strengthsKnowing the reasons for your actionsTeaching people how to interact with youDON'T HAVE TIME FOR THE FULL EPISODE? Check out tomorrow's episode for the 15-minute highlights of this conversation. Or, use this link to download it directly: https://api.spreaker.com/v2/episodes/52249114/download.mp3 CONNECT WITH UShttps://decidedlypodcast.com/Instagram: @decidedlypodcast Facebook: https://www.facebook.com/decidedlypodcastShawn's Instagram: @shawn_d_smith Sanger's Instagram: @sangersmith MAKING A FINANCIAL DECISION?At Decidedly Wealth Management, we focus on decision-making as the foundational element of success, in our effort to empower families to purposefully apply their wealth to fulfill their values and build a thriving legacy.LEARN MORE: www.decidedlywealth.comInstagram: https://www.instagram.com/decidedlywealth/Facebook: https://www.facebook.com/DecidedlyWealth/ Subscribe to our newsletter for weekly decision-making tips: https://visitor.r20.constantcontact.com/manage/optin?v=001aeU_pPBHJPNJWJBdVbaci6bjGIuEJurH12xHBWDEVT_NxyCadMd7wLSZjcEZglkSjDjehuIbTHD8nABOIdV69ctfYpSzg24RCIytetBUrlIPPKgaGzjGZ8DkM0Wp1LMjbErcYUur7PbZGjeVo4gyXlz821AoJGZR Join us every Wednesday for more strategies to DEFEAT bad decision-making - one episode at a time! MENTIONED IN THIS EPISODEKathy Kolbe's books: https://www.amazon.com/stores/Kathy-Kolbe/author/B01MUH3GG1?ref=ap_rdr&store_ref=ap_rdr&isDramIntegrated=true&shoppingPortalEnabled=trueThe Wonderlic Test: https://www.wonderlictestprep.com/what-is-the-wonderlic-test CONNECT WITH AMY BRUSKEThe Powered by Instinct podcast: https://poweredbyinstinct.com/Website: https://www.kolbe.com/Facebook: https://www.facebook.com/KolbeCorpLinkedIn: https://www.linkedin.com/in/amybruske/ Amy Bruske is a sought-after speaker for Fortune 500 companies, associations, and entrepreneurial organizations in a variety of industries, and a Principal and President of Kolbe Corp. Specializing in HR consulting and leadership development, she is one of the company's three Senior Master Consultants and is also in demand for executive coaching and team building for a wide range of businesses around the world. Currently, Amy is publishing a book on successful family owned businesses.Amy was named the Small Business Owner of the year by the National Association of Women Business Owners (NAWBO), Phoenix Chapter in 2012. Amy is also Chairman of the Board for Kolbe's non-profit arm, The Center for Conative Abilities which focuses on research for health and education initiatives. She is a committee chair for the Board of Directors for NAWBO, and a member of the Women Presidents' Organization, the International Women's Forum (Arizona chapter), and the Strategic Coach Program.Amy has mentored countless business leaders over the years. She is currently focused on formal mentorship programs for women business owners and is a community panel member for the Young Entrepreneurs' Academy.Before coming to Kolbe, Amy was a senior leader at Jenny Craig Inc., where she coached and trained franchise owners. She also was the East Coast Divisional Supervisor of Sales Training and an operations specialist. Her early career included assisting major advertising clients with conducting focus groups.Although born in Argentina, Amy considers herself an Arizona native. She holds a Bachelor of Arts degree in Business Administration from Loyola Marymount University. She is married to Jim Bruske, a retired professional baseball player now working in real estate, and has two very active children to keep her busy away from the office. Amy is an avid reader and enjoys keeping fit and dedicating time to children's causes.

Associate Coach Colleen Bowler guides entrepreneurs in The Strategic Coach® Program through the same types of challenges and opportunities as she faces in her own business. In this episode, she shares what the coaching experience is like for her and how Strategic Coach® tools and structures have helped her to run her business more effectively.

An entrepreneur in the financial planning field, Maurice Patane's business is focused on helping people live even happier lives by eliminating their financial concerns. In this episode, he shares some of the wisdom he's gained in his career so far, including thinking tools from The Strategic Coach® Program.

WANT THE FULL EPISODE?Check out yesterday's episode, or use this link to listen directly: https://api.spreaker.com/v2/episodes/51601387/download.mp3Many business owners lack firms that can endure beyond their direct ownership. What happens when you sell your business? Have you set that business up to have a thriving legacy without your ownership? Will your life have significance once you're not the person in charge?Ray Sclafani, Founder and CEO of ClientWise, a succession planning company, joins the show to share his expertise in the realm of business succession planning.KEY TOPICS- Business succession planning- Transferring trust to new leadership- Life after retirement or selling your business- The importance of ongoing personal development plansCONNECT WITH USDecidedlypodcast.comInstagram: @decidedlypodcast Facebook: https://www.facebook.com/decidedlypodcastShawn's Instagram: @shawn_d_smith Sanger's Instagram: @sangersmith MAKING A FINANCIAL DECISION?At Decidedly Wealth Management, we focus on decision-making as the foundational element of success, in our effort to empower families to purposefully apply their wealth to fulfill their values and build a thriving legacy.LEARN MORE: www.decidedlywealth.comInstagram: https://www.instagram.com/decidedlywealth/Facebook: https://www.facebook.com/DecidedlyWealth/Subscribe to our newsletter for weekly decision-making tips: https://visitor.r20.constantcontact.com/manage/optin?v=001aeU_pPBHJPNJWJBdVbaci6bjGIuEJurH12xHBWDEVT_NxyCadMd7wLSZjcEZglkSjDjehuIbTHD8nABOIdV69ctfYpSzg24RCIytetBUrlIPPKgaGzjGZ8DkM0Wp1LMjbErcYUur7PbZGjeVo4gyXlz821AoJGZRJoin us every Wednesday for more strategies to DEFEAT bad decision-making - one episode at a time!MENTIONED IN THIS EPISODERay's book, “You've Been Framed: How to Reframe Your Wealth Management Business and Renew Client Relationships”: https://www.amazon.com/Youve-Been-Framed-Management-Relationships/dp/1119062012/ref=sr_1_1?crid=KC59XDRWQISP&keywords=ray+sclafani+you%27ve+been+framed&qid=1665956601&sprefix=ray+sclafani+youve+been+framed%2Caps%2C251&sr=8-1Mark Tibergien: https://www.linkedin.com/in/marktibergien/Dan Sullivan: https://resources.strategiccoach.com/authors/dan-sullivanElizabeth “Liz” Nesvold: https://www.linkedin.com/in/elizabeth-nesvold-9421065/CONNECT WITH RAY SCLAFANIClientWise: https://www.clientwise.com/LinkedIn: https://www.linkedin.com/in/raysclafani/Twitter: https://twitter.com/raysclafaniAfter 20 years at AllianceBernstein, Ray Sclafani founded and heads ClientWise, which provides elite coaching programs and consulting exclusively for the financial services industry. Ray's passion for serving leaders, advisors, and companies in the financial services sector is reflected in ClientWise, its unique coaching programs, and its team of credentialed coaches.Ray's experience as a coaching and consulting specialist in the financial sector mirrors his long and profitable history in the industry. In his 20 years at AllianceBernstein, Ray was one of the company's top sales professionals and executive leaders. He specialized in creating and executing highly successful sales plans and building long-lasting client connections.Later, Ray used his expertise as founder and Managing Director of the Advisor Institute at AllianceBernstein. In that role, he developed and directed an extensive series of programs that created improved and sustainable motivation, sales, and client relationships. Ray completed his transition to founding ClientWise through significant coaching education and practice. He is now recognized as a Professional Certified Coach (PCC) from the International Coach Federation, the leading independent professional association for coaches. As a complement to his coaching skills, he also holds a Master's Certification in Neuro-Linguistics from the International Association for Neuro-Linguistic Programming and has participated in The Strategic Coach® Program for 17 years.Ray's expertise as a coach and trainer is recognized and sought out by leaders within the profession. Through ClientWise, he has provided coaching or created and presented workshops for, among others, Merrill Lynch, Morgan Stanley Wealth Management, LPL, Raymond James Financial, Ameriprise, and Northwestern Mutual. In addition, he has spoken on request to major industry conferences and company events for firms such as Merrill Lynch for their Diversity & Training programs, LPL, Morgan Stanley Institutes Conferences, Raymond James, FSC Securities, as well as the FPA National Conference, John Hancock Funds Wholesaler Conference, Nationwide Financial Summit Sales Conference, MetLife Presidents' Conference, Northwestern Mutual Forum, Northwestern Mutual Annual Meeting, Barron's Winner's Circle Summit, and Barron's Top Advisory Teams Summit.He has been interviewed and quoted in the Wall Street Journal, Financial Planning magazine, and Registered Rep, to name a few. Ray's book, “You've Been Framed: How to Reframe Your Wealth Management Business and Renew Client Relationships,” was published by Wiley in 2015.Ray holds a BA from Baylor University. He lives in Flower Mound, Texas with his wife and true life partner, Beth, and their two sons who continually inspire his work and his passion for excellence.

Many business owners lack firms that can endure beyond their direct ownership. What happens when you sell your business? Have you set that business up to have a thriving legacy without your ownership? Will your life have significance once you're not the person in charge?Ray Sclafani, Founder and CEO of ClientWise, a succession planning company, joins the show to share his expertise in the realm of business succession planning.KEY TOPICS- Business succession planning- Transferring trust to new leadership- Life after retirement or selling your business- The importance of ongoing personal development plansDon't have time for the full episode?Listen to the 15-minute highlight clip with this direct link: https://api.spreaker.com/v2/episodes/51624505/download.mp3CONNECT WITH USDecidedlypodcast.comInstagram: @decidedlypodcast Facebook: https://www.facebook.com/decidedlypodcastShawn's Instagram: @shawn_d_smith Sanger's Instagram: @sangersmith MAKING A FINANCIAL DECISION?At Decidedly Wealth Management, we focus on decision-making as the foundational element of success, in our effort to empower families to purposefully apply their wealth to fulfill their values and build a thriving legacy.LEARN MORE: www.decidedlywealth.comInstagram: https://www.instagram.com/decidedlywealth/Facebook: https://www.facebook.com/DecidedlyWealth/Subscribe to our newsletter for weekly decision-making tips: https://visitor.r20.constantcontact.com/manage/optin?v=001aeU_pPBHJPNJWJBdVbaci6bjGIuEJurH12xHBWDEVT_NxyCadMd7wLSZjcEZglkSjDjehuIbTHD8nABOIdV69ctfYpSzg24RCIytetBUrlIPPKgaGzjGZ8DkM0Wp1LMjbErcYUur7PbZGjeVo4gyXlz821AoJGZRJoin us every Wednesday for more strategies to DEFEAT bad decision-making - one episode at a time!MENTIONED IN THIS EPISODERay's book, “You've Been Framed: How to Reframe Your Wealth Management Business and Renew Client Relationships”: https://www.amazon.com/Youve-Been-Framed-Management-Relationships/dp/1119062012/ref=sr_1_1?crid=KC59XDRWQISP&keywords=ray+sclafani+you%27ve+been+framed&qid=1665956601&sprefix=ray+sclafani+youve+been+framed%2Caps%2C251&sr=8-1Mark Tibergien: https://www.linkedin.com/in/marktibergien/Dan Sullivan: https://resources.strategiccoach.com/authors/dan-sullivanElizabeth “Liz” Nesvold: https://www.linkedin.com/in/elizabeth-nesvold-9421065/CONNECT WITH RAY SCLAFANIClientWise: https://www.clientwise.com/LinkedIn: https://www.linkedin.com/in/raysclafani/Twitter: https://twitter.com/raysclafaniAfter 20 years at AllianceBernstein, Ray Sclafani founded and heads ClientWise, which provides elite coaching programs and consulting exclusively for the financial services industry. Ray's passion for serving leaders, advisors, and companies in the financial services sector is reflected in ClientWise, its unique coaching programs, and its team of credentialed coaches.Ray's experience as a coaching and consulting specialist in the financial sector mirrors his long and profitable history in the industry. In his 20 years at AllianceBernstein, Ray was one of the company's top sales professionals and executive leaders. He specialized in creating and executing highly successful sales plans and building long-lasting client connections.Later, Ray used his expertise as founder and Managing Director of the Advisor Institute at AllianceBernstein. In that role, he developed and directed an extensive series of programs that created improved and sustainable motivation, sales, and client relationships. Ray completed his transition to founding ClientWise through significant coaching education and practice. He is now recognized as a Professional Certified Coach (PCC) from the International Coach Federation, the leading independent professional association for coaches. As a complement to his coaching skills, he also holds a Master's Certification in Neuro-Linguistics from the International Association for Neuro-Linguistic Programming and has participated in The Strategic Coach® Program for 17 years.Ray's expertise as a coach and trainer is recognized and sought out by leaders within the profession. Through ClientWise, he has provided coaching or created and presented workshops for, among others, Merrill Lynch, Morgan Stanley Wealth Management, LPL, Raymond James Financial, Ameriprise, and Northwestern Mutual. In addition, he has spoken on request to major industry conferences and company events for firms such as Merrill Lynch for their Diversity & Training programs, LPL, Morgan Stanley Institutes Conferences, Raymond James, FSC Securities, as well as the FPA National Conference, John Hancock Funds Wholesaler Conference, Nationwide Financial Summit Sales Conference, MetLife Presidents' Conference, Northwestern Mutual Forum, Northwestern Mutual Annual Meeting, Barron's Winner's Circle Summit, and Barron's Top Advisory Teams Summit.He has been interviewed and quoted in the Wall Street Journal, Financial Planning magazine, and Registered Rep, to name a few. Ray's book, “You've Been Framed: How to Reframe Your Wealth Management Business and Renew Client Relationships,” was published by Wiley in 2015.Ray holds a BA from Baylor University. He lives in Flower Mound, Texas with his wife and true life partner, Beth, and their two sons who continually inspire his work and his passion for excellence.

Daniel Moshe is an entrepreneur in IT, the fastest-growing industry in the world, and he's expanded to business coaching, the second fastest-growing industry in the world. In this episode, he explains how all of his major breakthroughs as an entrepreneur in recent years can be traced back to a day in The Strategic Coach® Program.

Mortgage broker and lender Geoff Carnevale used to be a one-man show. Now, he knows much better ways to do things. In this episode, Geoff talks about some misconceptions people have about entrepreneurial coaching and shares some of the incredible tips he's learned in The Strategic Coach® Program.

Charlie Epstein has been part of The Strategic Coach® Program for 27 years, and he's found that it allows him to continually find the oasis in the desert of entrepreneurism. In this episode, he tells Dan Sullivan and Shannon Waller about bringing together his personas of financial advisor and stand-up performer in a one-man show.

Charlie Epstein has been part of The Strategic Coach® Program for 27 years, and he's found that it allows him to continually find the oasis in the desert of entrepreneurism. In this episode, he tells Dan Sullivan and Shannon Waller about bringing together his personas of financial advisor and stand-up performer in a one-man show.

Shane Stirling runs multiple businesses in a variety of industries, and he's gained a tremendous amount of wisdom in his more than 20 years as a participant in The Strategic Coach® Program. In this episode, he shares some of the most important lessons he's learned from Coach.

Earlier in his entrepreneurial career, Jason O'Neil found himself moving forward but without any vision or clarity as to why he was doing it. Now, having been in The Strategic Coach® Program for over ten years, Jason describes his life as being more exciting and filled with boundless opportunity.

After Sheri Bachman bought a pest control business, she found herself working 60- to 80-hour weeks and feeling like she was drowning. Now, after eight years in The Strategic Coach® Program, Sheri has sold her business, is coaching other pest control companies, and is enjoying both her work and her time off.

David Kakish grew up exposed to the non-profit world, but eventually fell in love with the entrepreneurial world. In this episode, he shares how he's found success with multiple businesses and how The Strategic Coach® Program has helped him solve challenges at a strategic level from both a business perspective and a personal perspective.

Chad Johnson is not only an entrepreneur who's benefited from The Strategic Coach® Program, he's also an associate coach who leads his own Strategic Coach® workshop groups. In this episode, Chad shares what he knows about how entrepreneurs can become who they want to be.

Since she joined The Strategic Coach® Program, people have been telling Leslie Fall, an entrepreneur in the field of medical education, how much more confident and clearer of vision she's become. In this episode, she shares the tips she's learned that have allowed her and her whole team to grow and spend their time doing what they're good at.Here's some of what you'll learn in this episode:• How Leslie has found a balance between what she's learned to do as a physician and as a successful entrepreneur.• Why Leslie sometimes has to let go of what her job typically is.• An alternative to doing jobs you don't like.• How Leslie's company now gets four months of work done in a couple of weeks.• Why you could be relying on your team for more.Show Notes:Make a change: If someone at your organization is holding you back, you need to have the courage to make a change.The next step: Just because someone helped you take a step in the past, it doesn't mean they're the right person to help you take the next step.Time and energy: You need time and mental energy to think about becoming more alert, curious, responsive, and resourceful.More unique time: If you automate some activities, there will be more time for your team to use their unique capabilities.The knowledge you need: If you're struggling with a problem, it might be that someone else already has the knowledge you need.Off your plate: Your team members want to do what they can to take things off your plate.

Podcast Guest:  Marc Bernstein:  marcjbernstein@gmail.com Transcription:Kris Parsons00:00Welcome to changing the rules, a weekly podcast about people who are living their best life and how you can figure out how to do it too. Join us with your lively host Ray Loewe, better known as the luckiest guy in the world.Ray Loewe00:15Good morning, everybody and uh welcome to our next uh Podcast. I'm not sure what episode it is. But we're getting up there near a 100 over here. And we have a great guest today as Marc Bernstein. And you've, you've met Marc before. And we're gonna talk about some new and other interesting things today. And you can go back to his old podcast if you need more details after we're there. But before we bring Marc on, let's talk for a minute about the purpose of our podcast and what we're trying to do. You know, all through my last, I guess, 25 years of being a financial advisor, I kind of studied a group of people that I thought were the luckiest people in the world. And I kept sitting there and saying, Why are these people? Why do they have an edge? Why do they seem to enjoy life more? Why do they seem to always be lucky? And it wasn't that they were lucky, they made their own luck. And I decided that I wanted to know more about this group. And actually, I wanted to join it if I could, because they seemed to just have a great life. And Marc Bernstein is one of these people today. And, uh, Marc has figured out how to make the rules work for him. You know, all through our lives, we're fed a batch of rules. They're given to us in high school our parents start us that church hits us with rules. Our jobs hit us with rules. And when you live your life by other people's rules, you're not living your own life. So Marc is one of those people that's figured out how to make those rules work for him, uh Marc is an attorney. He's a great financial advisor. He's doing exciting things with his clients and mapping out a place as to where he's going to go. And Marc, Good morning. Welcome to joining the changing the rules.Marc Bernstein02:18Good morning, Ray. Always a pleasure to be with you.Ray Loewe02:22Okay, so let's go back into history because we've had this on one of our other podcasts. But the event that I want to talk about is so could be so devastating to people's lives. And yet you took it and built something positive out of it. So long ago, in your early life om I think you had a fire involved, give us an example and tell us what was going on?Marc Bernstein02:49Sure. So it's my, it's in my book, it's called the fiscal therapy solution 1.0. And in writing that book, I realized what a formative event that was, I don't know that I knew it. At the time, but my father was in the greeting card business. He was a greeting card wholesaler. My brother is still in that business today. Although he sold the family business, he works for the company that he sold it to. And so he had we always worked in we call it the warehouse, there was always a warehouse that had, you know, inventory was cards and, you know, packaging and wrapping paper and things like that. So all perishable goods. And my father got a call one evening, I believe it was that the place was on fire. And I went with him to see the fire and it was pretty bad when we got there. Most of his inventory had been destroyed by fire, but what wasn't was getting destroyed by water and smoke, of course. So we're literally watching, you know, a business that he had built working seven days a week for most of my life. Um burned to the ground. And as we're talking, he said, You know, it's really been bothering me, but I really never updated my insurance I knew I should have, but this is going to be a problem. And he didn't have enough, you know, casualty coverage, and knew was going to be a challenge. And over the next few months were hard. He went from at one point, he just decided he was going to throw in the towel and he's going to take a job with one of the greeting card companies in Kansas City. Which is where a lot of them were in our I think so. And he, um, and I remember talking to him and said, you've always worked for yourself, you know, how's that going to be? And he said, Well, I think it's something I have to do and he was gonna move the family to Kansas City. I was a senior in high school at the time. And I had very important things in my plate. I had a rock and roll band. I had a girlfriend, and I was like I'm not going to Kansas City. So I don't know that and then we never really talked about it or not, but a few months later, um somewhere in there, his brother died as well. I remember being at the as my brother at my uncle's funeral, and we were walking around the block. And I remember him saying, This is what he was kind of really thinking about throwing in the towel. But the end result was he decided not to do that. He decided to rebuild the business, he upped his insurance, the but he was, you know, as well behind. So he basically had decided he knew what he had to do, he had to triple the size of the business. This is a 55 years old, or so. And he'd been working very hard his whole lifetime. And he made a decision that he was going to go back after it, expand his territory, grow it, so we could afford the losses and the increased overhead he was going to have because he had to move out of this building as well. So in hindsight, you know, I changed, I was supposed to go away to college this first year, I didn't go away to college, I stayed home for college. I, I you know, it later on, when I developed my sort of, I call it my fiscal therapy pyramid. You know, it's the kind of the hierarchy of needs, it starts with protection because I learned that, you know, that fire hurt our family, much, much worse than anything in the stock market could have done. So I realized that if you're going to have a good financial plan, it's got to be built on protection. And I say savings and debt, and growth and income, and then legacy. But, you know, when I started in the business that was all about what products do people need, you know, there's a lot of pressure to sort of sell people stuff. And I decided early on, I really needed to look at where their needs, we're kind of going through this hierarchy of needs before we kind of identify goals and identifying their vision for the future and all that before we go on. And that's what this fiscal therapy is about. And that fire, I think has had a really powerful influence on my definition of fiscal therapy and what that means.Ray Loewe07:07Yeah, so So what did you do? You came out of college and obviously, this event had a great impact on where you went with your life? Because what did you do? You went into the insurance business, right to start with?Marc Bernstein07:19Well, not really, not really, in fact, so that's why I think it wasn't really front and present in my mind. You know, my change in my life that happened over the next couple of years was present, but not really the impact of it. So I actually came out of undergraduate school as a music major and decided, if I couldn't be a rock and roll star, I didn't really want to be a teacher. So somewhere in law school, I had this, I remember in a romantic literature course, Professor Charles Robinson, something that he said about one of the romantic authors, and something that came out of one of the books just had me think outside the box of what I want to do. And I decided, I wanted to be an advocate for musicians in the form of an attorney, or an entertainment lawyer, which honestly was a pretty unheard-of field at that point. But I figured it must exist. And I went out and bought this book called this business of music, I found out there was actually a book about it, and I read it, and I said, that's what I'm going to do. So I went to law school, came out, worked for an entertainment attorney, that I was paid so little really was like slave labor that I had to play in a band to be able to afford my job, was paid $5 an hour and was a glorified receptionist. And the day I finally really did some real legal work, and I was supposed to meet with the clients. And he told me that, you know, I wasn't going to have that meeting that I need to watch his cats while he had the meeting, was the day I quit. That was my last day. So I kind of went through the school of hard knocks and, you know, knocked around in that business. That business, it was a really hard time in the businesses in the early 80s was a big recession. And people were getting fired left and right. And I saw sort of the underbelly of the business. And I thought, Well, I went to law school because I wanted to help people and maybe musicians aren't the only people I want to help after all, and because that's, you know, that's a tough lot to deal with on a daily basis as well. So I decided that you know, that, and actually, I have a brother that told me about this new burgeoning field of financial planning. And I, you know, pursued that, and as you know, Ray, because we knew each other back then it wasn't exactly a smooth road to financial planning becauseRay Loewe09:40no, no, it was not.Marc Bernstein09:41And, and the and the company that I wanted to work for, I was just telling the story the other day, had started the insurance-based financial planning model, which I thought would be perfect for me given my interest in protection and all that and they would not hire me because they gave me a marketing test. And it was for a time I went to an interview for attorneys, but I was 28 years old or 29 years old. And they wanted me today with all my contacts, they wanted a 60-year-old attorney, they didn't want to a 29-year-old attorney. So they wouldn't hire me. They always looked at that as a boy that slowed down my career. But now I look back on it and say, that was the beginning of my luck, you know, that was a lucky thing because it forced me to figure out how I wanted to do things, what I really wanted to do, what was deficient in the places that I worked. And, you know, I was able to see my way through that. But I think you'll learn a lot more from your failures than you do from your successes. So that was actually they actually did me a big favor, and it worked out pretty well.Ray Loewe10:45Okay, give us a short version of what you then did, how you built your base business that allowed you to, you know, support your family and things like that. But I want to save some time to talk about where you're going. So uh make this on the short side?Marc Bernstein11:02Sure. Well, just basically, I grew up in a family business, and I was always interested in entrepreneurs. And also another thing where I think I was influenced not just a little diversion, but I ended up with a specialty with manufacturers, which I am now again pursuing. So we talked about the future, I can talk about that because I believe manufacturing, coming back to America, and in talking to a business owner yesterday, it kind of came out, I said, you know, I think one of the reasons I was always so interested in manufacturing, is because my father didn't, meaning that he was a wholesaler of cards, I was always very curious about who made the cards, I was an artist by background as well as a musician. So I was like, Who designs these things, you know, who comes up with the ideas who writes and, and that's all part of the manufacturing process of greeting cards. One of my earliest clients was a greeting card manufacturer that I knew through the family. And I worked with him for many years. And from there, I kind of moved on to other manufacturers, and I've just always loved the process of making things. So I decided early on, that my clients would be either entrepreneurs or entrepreneurial professionals, like coders, law firms, accounting firms, things like that, or medical practice firms. And that's pretty much what I've always done. So my challenge was how to best serve them. And over the years, along with the company, where I was, for many years, I, we developed a process and I think I had a lot, ultimately, I developed my process. And it's where we take little chunks of time because those people don't have a lot of time. And often they don't have a lot of attention span outside of their businesses. So you know, we break up the planning process into little chunks of time, over a long period of time, so that we can eventually kind of go through all their complexity and help simplify it for them and help tie up the loose ends, and help them to get where they want to go with regard to retiring or to their estate planning or their legacy planning, in regard to their philanthropic planning, etc. So, that's, you know, that's, that's the process that I developed over the years that I now affectionately call fiscal therapies for entrepreneurs.Ray Loewe13:14Great. Okay. So maybe we'll have time to go into your process a little bit. But before we do that, again, you know, the luckiest people in the world make their lives and the luckiest people in the world kind of change as they need to change. And sometimes that change is because things around you change. Excuse me. Sometimes, though, it's because we want to change, and we find new things that we get excited about. So you told me the other day, I hope I'm not diverging secrets here, but you're 66 years old ok and you are now ready.Marc Bernstein13:55That was a secret until now. ButRay Loewe13:57That was a secret. Okay. Well, every, you know, that's what you get. If you listen to changing the rules, we divulge the secrets of the world, right?Marc Bernstein14:06The best theme song ever for I just want to say that, you know,Ray Loewe14:09well, anybody who has a band called herding cats, you know, what can I say? But you made a couple of comments to me that I found exceptionally interesting and exceptionally poignant. And one of them was I think I have a lot left to give. Now, many people that I've met at 66 are saying, Okay, I'm tired of giving, you know, I'm gonna run off and live my life and play golf and do all these other things. And yet, here you are, you're starting a whole new world because you wrote a book. How long ago did you start writing this book?Marc Bernstein14:53Probably four years, four or five years ago.Ray Loewe14:55Okay, but But you were over 60 And you decided you needed to To write a book, and you need to take this process that you've been developing all your life and put it down into terms that people can build on. Alright, yeah. And you started something called the manufacturer's group. And you're, you're just going on and on. And there doesn't seem to be any end to your involvement in helping people move forward with their lives and getting their lives under control. So talk a little bit about the book, talk a little bit about the manufacturer's group, talk a little bit about where you're going.Marc Bernstein15:37Yeah, so there's a lot there. So I'm going to start with like, kind of the recent changes to changes, you know, that I had, which, which, by the way, most great rock and roll artists at one time or another do a song with a stutter in it. So, so like to change and so I, I have a song on my, our album that we just did, quote, should I, and there's a part at the end where it goes, sh sh sh should I. So it just came out. But I realized that's a sign of a great rock and roll song. So I decided the change look, I've always and re another thing you and I share because when we reconnected a number of years ago, we realized we're both in the Strategic Coach Program, and Dan Sullivan who created that, and talks about his life out to 156. And I was in the program like you were for many years, and it kind of expanded my vision in terms of, you know, it's not just retire at age 70. And then, you know, wait to die kind of thing. And so I've always had that. But I will tell you a couple years ago, I was kind of struggling because I wasn't sure if I was keeping up with my younger partners, I wasn't sure if I you know, had the stamina to keep, I believe you have to keep changing and, and moving forward or you go backward, and I wasn't sure about that. But I will tell you that this pandemic revitalized me, um, you know, one of the things I found out was because I was used to kind of going out and having lunches with people and meeting people. And that's how I did business. And I couldn't do that anymore. So, and around the same time, not long before the pandemic started, I took a course called create powerful, and it was about and that also really opened up my eyes is about my presence, how people perceive me how I experienced myself, and the impact that I'm having or not having on people with my conversations and my work. And I always thought I was pretty good. I probably was pretty good in that regard. But I also realized how much I had to learn about it. So that evolved into, I had some coaching. And through the coaching, I realized, boy, I can really, I could really take this up several notches and I and this the vision that I then had is something that I've always had, I said, I really have the opportunity to create this now. There's no way I'm quitting now. So one of the things that happened was I developed new ways to meet people. One was Ray, you were a part of it. I had a web series called financial leadership in turbulent times. And we brought people onto that. And I started making clients over the internet, you know, who knew you could do that? Some clients I never actually met before they became clients. But we met on Zoom, but we didn't meet in person. I then as you mentioned, I started something that's actually called manufacturers forward focus forum, as a way to get back to a passion of mine working with manufacturers, especially since you know, manufacturing, I believe is coming back to America. I just posted an article yesterday, from New Jersey Business Journal, I believe it was that talks about how you know, reshoring, you know, people were coming from offshore back here because of supply chain issues because of the labor costs rising in other countries and, you know, just the whole pandemic issues and all that. So I think the time is right for that. And I ran a pilot on that. Now I'm going to have a full-time group that's beginning in January. And that's just about full. And so this has really been a time of re-creation and understand the word recreation really is re-creation. You know, if you look at it, and I'm finding that that's what I like to do for fun now is to create, you know, whether it's creating a business, whether it's creating music, whether it's creating, I have a music management company that I've started, you know, I have a lot of diverse interests. But I'm most passionate about taking my business to the level with my partners that that that we want to take it to. And it's the kind of business I can always stay engaged with. And so what I do most of my days is having conversations like this, having conversations with entrepreneurs about their future vision about their life about What brought them to where they are, and where they want to go and help them get there. And of course, financial was a lot of it, but it's not all of it. So I'm somewhat in a coaching position with them. And I really enjoy that. And I could do that as little or as much as I want to, into my 100's, you know, into my next century, so again I believe that that could very well happen. So, so I'm working on my next 25-year plan. Now another thing I learned from Dan Sullivan, at 66. So that takes me into my 90s. And I'm very excited about that.Ray Loewe20:33Yeah, now I know, you've also changed your work ethic a lot, the work ethic is still strong. But you've found a way to weave more of family in they're more of other things. I know you've found a place up in the mountains, you can go hide, and you can rejuvenate. I know you were out visiting kids recently, and so the family and everything else plays a part of this. And IMarc Bernstein21:00You know I got a puppy too, which was just, yeah, major new part of my family.Ray Loewe21:06So So you know, when you look at this, it is a combination of learning it's, you're still actively engaged, I think you're probably more engaged than you ever were. But you've also figured out how to make time for the family, how to make time for your spouse, how to go hide in the mountains occasionally, and more important the puppy, right? We can't forget the puppy.Marc Bernstein21:28Well, and as you and I both know, being fully engaged, does not mean working as many hours as you possibly can. It means working effectively. It's working, you know, intelligently, it means focusing on your unique abilities, and having other people to do the other stuff for you. That's what to me is engaged means. So it's so and by the way, I also come I've mentioned my father worked seven days a week up to the fire. And then for a long time after that, I basically come from a family of workaholics. So it's a lot of training to not become that and to do what's necessary to keep engaged and to be fresh and be rejuvenated. But not to burn yourself out for work. So I'm there now, I don't do that.Ray Loewe22:14Yeah, and I think you learned as many of us did, that. We don't have to be on the road all the time, we learned this from the pandemic, that you can do a lot without commuting anymore, which creates hours for you to do something with and I guess let's sum up.  We are about out of time, we may be out of town too. But but but this whole view of retirement, can you capsulize at all? What do you think of this thing called retirement and where you're going with it? Marc Bernstein22:45Well, so my view, look, it is for when I work with clients, it's whatever they want it to be. And I do have some clients that are fully retired, that are very engaged in their life, and they're very happy and they love it. And that's fine if that's what we spend a lot of time exploring that make sure that I also have a number of clients that are around my age, that have recently retired, and they're telling me how miserable they are, that they really don't. And I had the conversation beforehand, they said I got plenty to do. And I'm going to play a lot of golf. And they realize there's only so much golf they can play and they used to work in their whole life. So they want to find something else to be engaged in. So it depends on the person. But for me, I would rather think and I talked about this in the book about instead of retirement, refirement, or aspirement, if that's a word. You know, like, like, to me once you stop, or I know at least once I stop that begins the you know, the slow cycle of I hate to call it this but dying. And if you're not moving forward, you're moving backward in my opinion. So for me, I need to keep engaged, keeping engaged means keep moving forward in various aspects of my life. I'm sure the definition of what that means will change over time. But that's what I want to do. I want to keep meeting new friends, new people having new social circles, new intellectual circles. I'm on a board I've mentioned to you before, I'm one of the youngest members. And I realized that all these people, it's called the American Technion Society. It's a fundraising arm of the Technion, which is like the MIT of Israel. And what we usually talk about those board meetings are innovation and new technologies in all different fields. And I realized that a lot of the older people are on their own there because they want to stay engaged and they want to keep their minds active. So that's, that's definitely something I'll continue to do as well. So that to me is, you know, it's retirement is changing how you use your time. But it doesn't mean necessarily that, you know, I don't want to think of myself as someone who's not working anymore because working to me means being productive and creating and I want to continue to do that.Ray Loewe24:57Well, that's a perfect way to end this segment, because we're out of time. And I think that people really need to think about this thing called retirement and figure out what their vision is going to be. And Marc is going to be back with us over the next couple of weeks in a different capacity. He's going to be my co-host. And he's bringing on some people that I didn't know before that are just magnificent people. They're interesting. They're fascinating, and they are the luckiest people in the world. So uh, Marc, thank you so much for being here today. And thanks again for being one of the luckiest people in the world. Have a great day, Taylor.Kris Parsons25:36Thank you for listening to changing the rules, a weekly podcast about people who are living their best life and how you can figure out how to do that too. Join us with your lively host Ray Loewe, better known as the luckiest guy in the world.

Dental surgeon Tim Thackrah has had entrepreneurial involvement in many companies, including some outside of the dental industry. In this episode, he shares what he's learned that's allowing him to have more fun than ever in business and to get bigger results than he ever could before.Here's some of what you'll learn in this episode:• How Tim learned that it's better not to do everything yourself.• The skills that can be applied to any business.• What's convinced Tim of the value of The Strategic Coach® Program.• How Tim is the same person no matter what business he's working on.Show Notes:Keep on forever: When you focus on what you enjoy doing, it gives you more energy, and you can keep on doing it forever.Just do it: If you just get on and do it, results come faster than you'd expect.Takes everyone: It takes everyone to build a better culture for your business.At least 10x: If you invest in your team, you'll be paid back at least ten times over.Same language: It makes a big difference when you're communicating with people who speak the same business language as you do.Wrong direction: If you keep your head down and just keep on working, you might eventually find you've been going in the wrong direction.

Elliott Neff is the founder and CEO of Chess4Life, an organization whose goal is to teach life skills through chess to one million kids a week. In this episode, Elliott shares the story of how the company used technology to pivot successfully when they had to shut down their physical locations, and how the business has more than doubled due to what Elliott has learned in The Strategic Coach® Program.

Today, we re-visit my conversation with Joe Saul-Sehy.   "It's not about being smart; it's about protecting your blind spots and having someone in the corner to disagree with you". -Joe Saul-Sehy Joe Saul-Sehy, is a former Financial Planner and the Founder and Host of the Award-Winning Podcasts The Stacking Benjamins Show and Money With Friends Podcast. With his years of experience and passion for finance, he has helped many people retire early and reach their financial goals.  Let's dive right in as we talk about money, shame, why, and how to hire a financial coach. [00:01 - 04:49] Opening Segment I introduced Joe to the show Joe and I talk about how we met I Joined the Stacking Benjamins Community  Joe checked out Micro Empired Podcast [04:50 - 15:20] The Podcast and Diverse Community  Joe talks about building a brand through the podcast Be a part of a community and the discussion  Joe talks about the perks of being in a Podcast Community  Have friends around the world  He shares about his experience meeting his audience for the first time The ability to add value and gain more knowledge  The art of being in the community is, you will find people that are like you and also those that are very different Learning from diversity in the community Uncovering the society labels  Fighting against the discrimination  Joe talks about the injustice and challenges that people of color have to face  [15:21 - 24:55] Work Smarter and Harder Quick shoutout to my Podcast Producers: Streamlined Podcasts Use promo code: jives and get a discount Joe talks about his money culture growing up Discussing money was considered taboo Credit card debt issues Having  hard-working parents Joe shares the story about the money talks he got with  his neighbor In current culture, people tend to not talk about money or debt openly, but still spends alot  It creates a deadly cycle life [24:56 - 40:09] Finding The Right Financial Advisor  The smartest people that I know always surround themselves with smarter people than them Joe shares his experience being a financial advisor  Surround yourself with the people that handle money well Don't be emotionally invested in your goals.  Why does someone say, ‘Don't have a financial advisor because they are corrupt.'  Due to bad experiences and tainted impressions  It's not about being smart; it's about protecting your blind spots and having someone in the corner to disagree with you  Joe shares some tips for finding a good financial advisor Interview more people  Ask about their credentials Fee-only advisors are a better way to go Joe talks about being a good and successful advisor Fee-only advisor vs. commission advisor  Commission, only advisors, aren't incentivized enough to make correct decisions 100% of the time He talks about Jane Bryant Quinn's research Joe talks about how some people look for financial advices from social media groups and the people that they never know  [40:10 - 59:00] The Money Culture of Learning and Shame  Every time you are about to make a financial decision, ask yourself, “Towards what end will this take me?” The systemic culture of the fear of learning something new Create the learning culture for yourself It is okay not to be right.  What am I going to learn next?  Create your MBA for yourself Don't feel stupid for asking.  Being curious keeps you young.  It's not about chasing the money but doing something that you love.  Joe talks about his coaches.  Tony Stubblebine  If you want to learn something fast, hire a coach Joe talks about the Strategic Coach Program he had signed up for Learning from other entrepreneurs too At what age do you think you are going to die, and how do you want people to know you? Why do you have to wait to get to that age and not to live it now? [01:00:00- 01:02:46] Closing Segment Joe and I share some jokes about money and chicken  Final words   Tweetable Quotes: “It's not about being smart; it's about protecting your blind spots and having someone in the corner to disagree with you.” -  Joe Saul-Sehy. “The only way for your clients to win is for you to stay in business.” - Joe Saul-Sehy. “The smartest people that I know always surround themselves with smarter people than them.” - Joe Saul-Sehy Resources Mentioned: The Stacking Benjamins Podcast  Money with Friends Podcast Tony Stubblebine  Strategic Coach  The Personal MBA: Master the Art of Business by Josh Kaufman Josh Kaufman    If you'd like to connect with Joel, you can find him on Linkedin and Twitter. You can visit his website at https://joesaulsehy.com/ or email to joe@stackingbenjamins.com.  You can connect with me on LinkedIn, Twitter, Instagram, and Facebook. I'm excited to know more about you. I'm excited to know more about you. Also, feel free to shoot me an email at jennifer@micro-empires.com. You can call or text 213-973-7206   TELL US WHAT YOU THINK! LEAVE A REVIEW + help someone who wants to explode their business growth by sharing this episode or click here to listen to our previous episodes. This podcast is about YOU.  We all have a story, whether your story is a lot like mine or totally different. Maybe you have a good job, but you know in your heart that you want more.  Let's Work Together Subscribe to download my FREE eBook, "3 Steps to Pivot and Thrive: Using Micro-Risks to Build Your Micro Empire." Click https://micro-empires.com/coaching and I'll see you there!

José Barrios came to the United States from El Salvador as a political refugee when he was four years old. From a young age, he felt that he didn't fit in, and it wasn't until he joined The Strategic Coach® Program that he realized that this wasn't because of language or cultural differences, but because of his entrepreneurial drive. Now, he owns a janitorial and maintenance company that does business in two states.

Way back at Episode 65 of the podcast I interviewed Dan Sullivan, creator of The Strategic Coach Program. It's one of my favorite interviews…We talk about what it means to set your sights on 100x growth in your business.I'd thought 10x before the conversation, but I'd never thought 100x and it will bend your mind.It's one of the most impactful thinking exercises you can ever do in business.So, today, we're rewinding the podcast and bringing this valuable conversation into the present.Tune in now and discover… How to create your 100x bigger/better future vision Why the secret of 100x growth lies in “Who Not How” How 100x thinking allows you to escape from all competition and commoditization The game-changer strategy for achieving 100x And even more…

After 20 years as a journalist, Justin Breen quit his job and started his own company. In 2018, he made more money than he ever had in his life, but he’d never been more miserable. Then he joined The Strategic Coach® Program, which helped him discover who he was as a person.

At a young age, Bill Bloom knew that he wanted to become an entrepreneur and take responsibility for his own financial security. At 27, he started his own company, but spent two years doing everything himself. After joining The Strategic Coach® Program, Bill learned a better way to do things, hiring team members so that he could spend time only on the activities in his business that he loved doing. And almost eight years later, he has the freedoms he’s sought while running a successful business that helps people manage their money.

Ryan Lermitte has been gaining wisdom from The Strategic Coach® Program since he was a child. Now that he’s a successful entrepreneur in the property maintenance field, it’s allowed him to see his business through a different lens. Find out how he’s learned to spend quality time with his family no matter how busy things get, and the benefits he’s experienced by learning to collaborate with his competitors.

Welcome to our new Podcast, Clarity Generates Confidence, where our goal is to bring out the true entrepreneur in you by hearing inspirational stories, business tips and ways to help motivate your mindset, in turn helping you to pursue your dreams and ambitions. During this podcast I will be discussing topics to motivate you in your business venture; including but not limited to, creating the life you want to live, growing your influence, and how to create a successful business and a happy life. Firstly, let me introduce myself to you. I, Gary Mottershead, I have been coaching entrepreneurs in the Strategic Coach Program since 1996. Over the past 20 years I have coached close to 3000 entrepreneurs and founded GCP Industrial Products. I am confident to call myself a committed entrepreneur and a Catalyst for Growth for my team, clientele, and suppliers. My goal is to inspire and motivate as many people as possible. Because it is not just about being an entrepreneur, it is about finding the confidence within yourself to achieve any goal that you may have. Clarity Generates Confidence will open your mind up and encourage you to reach your goals as an entrepreneur. Please spread the word about this podcast and if you have any questions or feedback please write to marketing@gcpindustrial.com.

UK wealth management entrepreneur James Roberts says his business started not with a vision or a dream, but by accident. He shares the 5 business growth steps he learned in The Strategic Coach Program that have kept his business on track for stellar growth.

When Marybeth Lynch, CEO of a management consulting firm, joined The Strategic Coach® Program, she found her “tribe.” She also discovered life-transforming tools for creating a bigger future.

In part 3 of a series with Strategic Coach Program’s Dan Sullivan, Dan gives his practical success tips for entrepreneurs. Dr. Daniel Amen weighs in with the role that the brain makes in all of Dan’s super helpful and actionable advice. 

When it comes to success in the workplace, focus is the name of the game. In the second part of a series with Strategic Coach Program’s Dan Sullivan, he speaks with Dr. Daniel Amen about the importance of focus, not just in terms of moment to moment attention, but also in choosing to target the areas in which you have the most expertise.

When Dan Sullivan, founder of the Strategic Coach Program, decided to come to Amen Clinics to learn about how distractibility affects the brain, what he discovered there changed his life. In the first part of a series on entrepreneurs and brain optimization, Dr. Daniel Amen talks with Dan about ADD, and what to do when it affects your learning process.

Kelly began her coaching career with Strategic Coach in 2004. Kelly recognized on day one at ‘Coach’ that the spouse played an undeniable role in an entrepreneur’s success. After successfully leading thousands of entrepreneurs through the Strategic Coach Program, she advanced her career to session director at Lifebook. Ultimately, it was her own personal relationship with an entrepreneur that inspired her to create The Entreprenewer™ – a spouse centric coaching program. Through her own personal journey, she learned how easy it was to lose her own personal identity and sense of fulfillment in an entrepreneurial household.  Today we talk about her debut book, The Power of Play, Praise, and Purpose, which is a snapshot of her findings as she studied the most healthy, successful, and interdependent couples in entrepreneurship. This book addresses the pain points most entrepreneurs face in their marriage or love relationship. The solutions she shares are real, relevant, and enjoyable. On your way to implementing these strategies, you will enjoy increased connection, respect, and enjoyment with your partner as you create a marriage that thrives- even in an entrepreneurial household

[Dan Sullivan](https://www.strategiccoach.com/our-team/#/people/dan-sullivan/). Dan Sullivan is the founder and President of The Strategic Coach Inc. He is entrepreneurial coach, speaker, consultant, and highly sought after strategist. He is also the creator of the [Strategic Coach Program](https://www.strategiccoach.com/) and has written several books such as [_The Great Crossover_](https://www.amazon.com/Great-Crossover-Dan-Sullivan/dp/B001GRVFJG) and [_The 21st Century Agent_](https://www.amazon.com/21st-Century-Agent-Dan-Sullivan/dp/0969840144). Learn more about Dan and his thoughts regarding start-ups, keeping clients, marketing, biotechnology and so much more. ## Key Quote “There is a real difference between entrepreneurs – those who are successful as they need to be and those who are successful as they want to be—and there is a huge difference between needing to be successful and wanting to be successful.” ## What You'll Learn 1. How Dan Sullivan started his coaching business and what he considers to be the three-staged disruption in the old model that has paved the way for his business 2. The importance of doing a “no receivables” business 3. Why Dan's coaching program is not suitable for start-ups 4. Three things that Dan does well 5. What entrepreneurs are doing wrong and how to avoid it 6. Tips regarding work ethic and finding and retaining clients 7. The difference between the “needing” entrepreneurs and “wanting” entrepreneurs 8. The importance of having free days for yourself and your business 9. Where Dan gets his ideas and why it is okay to NOT remember every idea you get 10. How Dan feels about being 70 and his plans for the next 25 years ------- [Get the FREE Optimize, Automate, Outsource Blueprint here.](%20https:/go.lessdoing.com/blueprint?utm_campaign=blueprint-ari&utm_medium=link&utm_source=podcast) --- Send in a voice message: https://anchor.fm/lessdoing/message

Dan Sullivan looked to one of the world’s most successful "learning organizations," the Boy Scouts of his youth, for bit of guidance when creating The Strategic Coach Program for entrepreneurs. He shares his 3 key business principles that keep clients coming back.

Dan Sullivan shares the thinking that underlies a transformational concept from the Strategic Coach Program and why it’s the key to achieving entrepreneurial happiness in every area of life.

When you aim for a 10x bigger future, everything gets easier. Dan Sullivan, creator of the Strategic Coach® Program, explains why.

Cathy Davis loves finding the best, most helpful solution to every puzzle. Cathy Davis seems to be everywhere at Strategic Coach®. As one of two people who directly support Dan Sullivan, she manages projects, is a program designer for the Strategic Coach® Program, and even likes to be on hand to connect with participants arriving for their workshops.   Read the entire show notes, key takeaways and find business-boosting resources at www.aesnation.com/13

Jason talks with Dan Sullivan, co-founder of The Strategic Coach. As an international organization offering practical thinking tools and support, Dan Sullivan has structured his company to help individuals create the personal and professional future they want. When Dan Sullivan stands before a room of entrepreneurs, either in his Strategic Coach® Program or as a keynote speaker, they pay attention. Not because he's a celebrity — he deliberately keeps the focus off him and on his clients — but because they know he can help them figure out what to do next. Dan's strong belief in the power of the entrepreneur is evident in all areas of Strategic Coach which works to help entrepreneurs reach their full potential in both their business and personal lives. He is author of over 30 publications, including The Great Crossover, The 21st Century Agent, Creative Destruction, and How The Best Get Better.