Podcasts about strategic growth

Send a textIn this insightful episode of Living the Dream with Curveball, we welcome Saul Cohen, a seasoned accounting and acquisitions advisor dedicated to empowering business owners to transition from operators to investors. Saul shares his passion for entrepreneurship and the pivotal role it plays in fostering community and societal change. He elaborates on his journey from working at PwC to specializing in acquisitions advising, highlighting the importance of understanding business valuations and tax strategies for successful exits. Listeners will gain valuable insights into the mindset shift required for effective leadership, the common mistakes entrepreneurs make when planning their exit, and the significance of early tax planning. Join us as Saul offers practical advice on identifying growth opportunities and achieving true financial freedom, along with a success story that underscores the transformative power of strategic acquisitions. This episode is a must-listen for any entrepreneur looking to enhance their business acumen and navigate the complexities of growth and exit strategies.Want to be a guest on Living the Dream with Curveball? Send Curtis Jackson a message on PodMatch, here: https://www.podmatch.com/hostdetailpreview/1628631536976x919760049303001600Support the showmosaic: Exploring Jewish Issuesmosaic is Jewish Federation of Palm Beach County's news magazine show, exploring Jewish...Listen on: Apple Podcasts SpotifySupport the show

In this episode, James Mladucky, Vice President of Design and Construction at Indiana University Health, shares how the system is building adaptable facilities to support care, research, and education. He discusses leveraging technology, planning large-scale projects, and designing spaces that attract top talent and improve health outcomes across Indiana.

Michael Ball was raised in northern Virginia — a three-sport athlete and economics graduate from Radford University, where he also played varsity tennis. He began in banking, became a financial advisor in 1983, opened the Manassas office for Scott & Stringfellow, and advanced into senior leadership roles through its evolution into BB&T and Truist Wealth. His proudest leadership work? Building elite advisors through the “Topgun” development program — treating his team like clients. He now leads Ball Consulting, helping advisors and firms grow with clarity and discipline.  3:15  Injury, Adversity & Comeback Mindset 5:38 Mentorship & Career Breakthrough 7:00 Culture, Leadership & Client-First Success 11:18 Black Swan Events & Market Resilience 13:50 Elite Advisors & Process-Driven Performance 15:25 Reading Habits of High Performers 19:38 Reflection of Your Mental State 23:54 Strategic Growth & Long-Term Success 29:42 Saving, Investing & Wealth Discipline 34:23 “Eating The Seed Corn” & Short-Term Thinking 38:00 What Should I Not Be Doing? Don't forget you can also follow Dr. Rob Bell on Twitter or Instagram! Follow At: X @drrobbell Instagram @drrobbell Download Your Daily Focus Map! https://drrobbell.com/ If you enjoyed this episode on Mental Toughness, please subscribe and leave a review! Dr. Rob Bell

In this episode, Imran Qadeer, MD, President and CEO of Allegheny General Hospital, discusses scaling AI driven virtual nursing and ambient listening, advancing population health and specialty service lines, and navigating workforce shortages and financial pressures as part of Allegheny Health Network and Highmark Health.

“We know that trust is non-negotiable.” - Vinay BhaskarThank you for tuning in to The CUInsight Network, with your host, Robbie Young, Vice President of Strategic Growth at CUInsight. In The CUInsight Network, we take a deeper dive with the thought leaders who support the credit union community. We discuss issues and challenges facing credit unions and identify best practices to learn and grow together.My guests on today's show are Patrick McElhenie, Chief Growth Officer and Vinay Bhaskar, Chief Operating Officer of Scienaptic AI. We discuss where lending is headed and why the next leap in AI could fundamentally change how credit unions operate.In our conversation, Patrick and Vinay explain how Scienaptic helps credit unions approve more loans while reducing risk and improving members' experiences. We learn how Scienaptic's platform considers the full life cycle of the member so that decisions are not isolated. We then dig into the main topic of the episode: agentic AI, with Patrick breaking it down into simple terms for us. While traditional AI helps answer “Should we approve this loan?” agentic AI asks, “What should we do next?” Agentic AI can coordinate workflows across systems while keeping humans firmly in control.As we wrap up the episode, Vinay also shares where credit unions will first feel the impact, especially within the first 60-90 days. He projects fewer false declines, more targeted engagement, and teams spending less time chasing data and more time working directly with members. We talk about explainability, audit trails, compliance guardrails, and what “governed autonomy” really looks like in practice. Finally, in closing, Patrick shares what he sees for Scienaptic's future on the road ahead. Enjoy my conversation with Patrick McElhenie and Vinay Bhaskar!Find the full show notes on cuinsight.com.Connect with Patrick:Patrick McElhenie, Chief Growth Officer at Scienaptic AIscienaptic.aiPatrick: LinkedInScienaptic AI: LinkedIn | YouTubeConnect with Vinay:Vinay Bhaskar, Chief Operating Officer at Scienaptic AIscienaptic.aiVinay: LinkedInScienaptic AI: LinkedIn | YouTubeIn this episode:[1:11] - Patrick explains how Scienaptic enables fair, inclusive lending that boosts growth without increasing operational burden.[4:14] - Vinay reveals that their platform delivers consistent, context-driven decisions across the entire member journey.[6:52] - Hear how agentic AI moves lending from recommendation to coordinated, human-guided action.[10:08] - Early gains include faster approvals, fewer false declines, and real-time portfolio action.[13:17] - Vinay adds that built-in governance ensures explainability, auditability, and human oversight in every AI decision.[15:56] - With governed autonomy, credit unions control automation while strengthening member relationships[17:02] - Patrick discusses some of Scienaptic's plans for the future.

VALUE-BASED PRICING, SUCCESS-BASED FEES, AND STRATEGIC PROFITABILITY — WHAT DOES IT REALLY TAKE TO PRICE WITH CONFIDENCE AND SCALE WITHOUT BURNOUT? Listen on all platforms: grownlearn.onpodium.com Explore strategic growth & capital advisory: www.grownlearn.org Request a private briefing on office@grownlearn.org

What would it take for your business to operate without you? And how much value are you leaving on the table by building around yourself instead of around systems? In this episode, Jeremy Houser speaks with Bob Zamary, Partner and Director of Practice Management at Simplicity, about helping advisors build enterprise value and long-term freedom. They outline the foundations of equity value, from repeatable processes and documented sales systems to mission-driven hiring and leadership. Bob also shares how revenue diversification, data tracking, and intentional onboarding strengthen both valuation multiples and client experience. Bob highlights: Why documented sales, onboarding, and service workflows increase valuation and scalability How revenue diversification expands enterprise value and attracts stronger multiples The role of mission-driven hiring in retention and long-term team alignment Why data tracking and CRM visibility are essential for strategic growth decisions When is an advisor truly ready to scale and bring on a business consultant? How efficiency must translate into a better client experience to sustain referrals And more! Connect with Bob Zamary: LinkedIn: Bob Zamary Simplicity Group Connect with Jeremy Houser: jeremy.houser@simplicitygroup.com 713-808-8548 Schedule a Call Our Teams Website Connect with Jeremy @jeremyhouser_amp @jeremyhouserAMP About Our Guest: Bob Zamary is a Partner and Director of Practice Management at Simplicity, leading a team dedicated to empowering financial advisors. Drawing on over 25 years of experience leading operations and client services through large-scale integrations, he provides the practical guidance and streamlined operations advisors need to become confident business owners and grow their practices. Bob and his wife, Caroline, live in Scottsdale, Arizona. They enjoy spending time with their four adult children and four grandchildren nearby, and Bob’s hobbies include community service, travel, hiking, and mountain biking. Disclosure #: 5207200 – 0226

Lorraine Marchand, startup CEO, advisor to Johnson & Johnson, member of the Pharmaceutical Advisory Board at Columbia Business School, and faculty at Wharton, discusses how leaders can sustain growth through disciplined experimentation in an era shaped by AI and institutional risk aversion.  Marchand's perspective is grounded in a career that spans large corporations and entrepreneurial ventures. Early in life, she learned to treat problem solving as an experiment rather than a test of personal worth. That principle later informed her approach to innovation in complex organizations. Several practical themes emerge from the discussion: 1. Reframe failure as structured learning. Marchand's operating principle is "try, fail, learn." The key is to set explicit learning objectives before undertaking a new initiative. When leaders define what they intend to learn, not just what they intend to achieve, they reduce fear and increase resilience. This mindset is particularly critical in startups and new ventures, where there is no playbook and early missteps are inevitable. 2. Innovation requires protected investment. Drawing on research and executive interviews, Marchand highlights the value of disciplined portfolio allocation. A 70/20/10 model—70% core business, 20% adjacent opportunities, 10% new, exploratory ideas—creates room for experimentation without destabilizing the enterprise. The evidence she cites suggests that long-term growth frequently emerges from ideas that initially seemed peripheral. 3. Culture often suppresses experimentation. Organizations frequently default to "playing it safe." Marchand argues that leaders must explicitly create space for candor and reflection. Her practice of "Fail Free Friday", a structured forum to discuss what is not working without defensiveness, illustrates how small rituals can normalize learning and surface risk before it compounds. 4. AI should assist thinking, not replace it. Marchand observes both curiosity and fatigue around AI. Students and executives alike risk over-reliance, which can erode depth of analysis. Her discipline is simple: think independently first, then use AI as a research assistant to refine or challenge one's reasoning. Senior leaders remain relevant not by competing with automation, but by asking the right questions, an ability rooted in experience and judgment. 5. Integration of technology requires business judgment. Technology cannot be bolted onto processes indiscriminately. Leaders must understand workflows deeply enough to decide where automation adds value, where human ingenuity remains essential, and where both are required. This integration demands clarity about the business, not just familiarity with the tool. 6. The "who" and the "how" matter more than the "what." Late-career reflection led Marchand to conclude that outcomes achieved at the expense of people erode long-term value. Values alignment, integrity, and disciplined focus, often expressed through the willingness to say no, are strategic decisions, not personal preferences. For senior professionals, the message is direct: sustained growth depends less on bold rhetoric and more on creating disciplined environments where experimentation is safe, technology is used thoughtfully, and people are encouraged to think independently. The capacity to ask better questions, protect time for reflection, and allocate resources to uncertain but promising ideas remains a defining leadership advantage. Lorraine H. Marchand, an acclaimed author and innovator, is author of the new book NO FEAR, NO FAILURE and a leading consultant and educator on innovation with deep expertise in new product development. She has cofounded multiple start-ups, held senior roles at global companies including Bristol-Myers Squibb, Covance/LabCorp, and IBM, and advises top organizations while teaching at the Wharton School and Yeshiva University. Get Lorraine's book, No Fear, No Failure, here: https://tinyurl.com/eksdu9ks Claim your free gift: Free gift #1 McKinsey & BCG winning resume www.FIRMSconsulting.com/resumePDF Free gift #2 Breakthrough Decisions Guide with 25 AI Prompts www.FIRMSconsulting.com/decisions Free gift #3 Five Reasons Why People Ignore Somebody www.FIRMSconsulting.com/owntheroom Free gift #4 Access episode 1 from Build a Consulting Firm, Level 1 www.FIRMSconsulting.com/build Free gift #5 The Overall Approach used in well-managed strategy studies www.FIRMSconsulting.com/OverallApproach Free gift #6 Get a copy of Nine Leaders in Action, a book we co-authored with some of our clients: www.FIRMSconsulting.com/gift

“Whoever provides the ultimate user experience wins at the end of the day.” - Omar JordanThank you for tuning in to The CUInsight Network, with your host, Robbie Young, Vice President of Strategic Growth at CUInsight. In The CUInsight Network, we take a deeper dive with the thought leaders who support the credit union community. We discuss issues and challenges facing credit unions and identify best practices to learn and grow together.My guest on today's show is Omar Jordan, founder and CEO of Coviance. He shares how an unconventional path, fueled by curiosity, problem-solving, and what he openly calls “extreme ADHD,” led him from subprime lending in the early 2000s to founding what's now Coviance! His story that he shares in this episode is truly a reminder that the credit union movement has always attracted people who see friction and feel compelled to fix it.In our conversation, Omar and I talk about his early days and what he learned when the economy collapsed—the culture shock that he experienced when he first stepped into credit unions and saw how many processes were still held together by spreadsheets, sticky notes, and fax machines. Omar realized that members weren't frustrated by rates or products nearly as much as they were confused by silence, delays, and a lack of transparency once they clicked “submit.”We also discuss what he calls the “messy middle” of lending, spending time on why modernizing home equity isn't about swapping out a LOS but is about questioning old assumptions that no longer serve members or staff. We also get into a topic that can make people uncomfortable: pricing, with Omar making a strong case that members aren't chasing cheap but are chasing clarity, speed, and service!As we wrap up the episode, Omar shares lessons learned from building a company, raising kids, and realizing that success looks different at 25 than it does at 45. He even reveals what was on his Spotify Wrapped this past year! Enjoy my conversation with Omar Jordan!Find the full show notes on cuinsight.com.Connect with Omar:Omar Jordan, founder and C.E.O. of Coviancecoviance.comOmar: LinkedInCoviance: LinkedIn | Facebook | X

In this episode of the KE Report, we sit down with Brett Heath, President and CEO of Metalla Royalty & Streaming (NYSE American: MTA | TSX-V: MTA), to discuss the company's financial performance and its growth roadmap for the coming years. Following the announcement of record annual revenues in 2026, a nearly 100% increase over the previous year, Brett provides a deep dive into the assets driving this growth and what investors can expect as the portfolio continues to mature. Key Discussion Points: Record Financial Results: Brett breaks down the nearly $12 million in revenue generated in 2025, explaining how a combination of higher metal prices and increased production from core assets like Tocantinzinho and Endeavor doubled the company's top line. The 2026 Production Outlook: A look ahead at the guidance scheduled for release on March 26, including the anticipated impact of two new mines, Amalgamated Kirkland and La Parrilla, slated to reach production later this year. The Royalty Margin Advantage: An exploration of why royalty companies are uniquely positioned to outperform mining equities in 2026. Brett explains how Metalla captures the full benefit of expanded reserves and increased production without exposure to the rising inflationary costs facing traditional operators. Portfolio Catalysts and Asset Expansion: Updates on major organic growth milestones, including the 65% reserve increase at the Wharf mine and significant development progress at large-scale copper projects like Copper World and Taca Taca. Strategic Growth and M&A: Insights into the current acquisition landscape, the use of Metalla's $75 million credit facility, and the potential for corporate-level transactions to further scale the business.   Please email me with any other questions you have for Brett - Fleck@kereport.com.    Click here to visit the Metalla Royalty & Streaming website to learn more about the Company and portfolio of royalty and stream assets.    --------------- For more market commentary & interview summaries, subscribe to our Substacks:  The KE Report: https://kereport.substack.com/  Shad's resource market commentary: https://excelsiorprosperity.substack.com/   Investment Disclaimer: This content is for informational and educational purposes only and does not constitute investment advice, an offer, or a solicitation to buy or sell any security or investment product. Investing in equities, commodities, really everything involves risk, including the possible loss of principal. Do your own research and consult a licensed financial advisor before making any investment decisions. Guests and hosts may own shares in companies mentioned.

In this episode of the Model FA podcast, host David DeCelle spoke with Jennifer des Groseilliers, CEO of The Mather Group, to discuss her career journey, the firm's growth strategy, and its distinct business philosophy. Jennifer detailed her transition from practicing law to becoming a financial advisor, moving through the broker-dealer world to ultimately embrace the Registered Investment Advisor (RIA) structure. The conversation explored The Mather Group's holistic service platform, which includes in-house tax and investment construction, its two-part M&A integration approach, and how their core value of "Unreasonable Hospitality" drives success metrics like high client retention and referrals.In this episode: • The RIA Model is a Growth Area: Jennifer des Groseilliers' move from the broker-dealer world highlights the perceived stability and future of the Registered Investment Advisor (RIA) model. • Embrace Holistic Wealth Management: The Mather Group's success with $15B in AUM/A is built on a comprehensive platform that integrates financial planning, in-house tax services, investment management, and a family office approach. This "all-in-one" model offers greater efficiency and coordination for clients. • M&A Success Hinges on Culture: For firms pursuing growth via mergers and acquisitions, the primary focus ("heavy lifting") should be on ensuring cultural alignment, not just operational synergy. • Define Success by "Unreasonable Hospitality": High client retention and referral rates can be achieved by moving beyond basic service to align a client's financial goals with their personal values, creating a truly exceptional experience. • Strategic Growth is Dual-Track: The firm demonstrates that expansion can be effectively achieved through both organic client acquisition and strategic M&A. • Team Structure and Governance Matter: Utilizing a team-based service model and having an advisory council composed of equity owners are effective mechanisms for ensuring service consistency and internal goal alignment. • Advice for Women in Finance: Aspiring women professionals should seek out firms that demonstrably align with their personal values and provide a genuinely supportive working environment.  #RIAMergers #FinancialAdvisor #WealthManagement #TheMatherGroup #ModelFA #RIAAcquisitions #FinancialPlanning #UnreasonableHospitality #BusinessStrategy #WomenInFinance #SuccessionPlanning #OrganicGrowth #TaxServices Connect with Jennifer des Groseilliers and The Mather Group: Website: TheMatherGroup.com Email: info@TheMatherGroup.com --- About the Model FA Podcast The Model FA podcast is a show for fiduciary financial advisors. In each episode, our host David DeCelle sits down with industry experts, strategic thinkers, and advisors to explore what it takes  to build a successful practice — and have an abundant life in the process. We believe in continuous learning, tactical advice, and strategies that work — no "gotchas" or BS. Join us to hear stories from successful financial advisors, get actionable ideas from experts, and re-discover your drive to build the practice of your dreams.  Did you like this conversation? Then leave us a rating and a review in whatever podcast player you use. We would love your feedback, and your ratings help us reach more advisors with ideas for growing their practices, attracting great clients, and achieving a better quality of life. While you are there, feel free to share your ideas about future podcast guests or topics you'd love to see covered.  Our Team President of Model FA, David DeCelle If you like this podcast, you will love our community! Join the Model FA Community on Facebook to connect with like-minded advisors and share the day-to-day challenges and wins of running a growing financial services firm.

In this episode of Remodelers On The Rise, Kyle sits down with Blair Roedel of BEC Innovations to talk about growing a remodeling business.   Blair shares how she went from launching a handyman company during COVID to eventually building it into a full remodeling business. They unpack what it's been like to separate the handyman side from the remodeling side, why that shift matters, and what she's learning along the way. ----- The Remodelers VIP Club is designed to help you strengthen the 6 Main Systems of your remodeling business in a step-by-step way through our Remodelers Roadmap. You'll have access to a treasure trove of short pre-recorded training to help you immediately address the weak points of your business. Learn more and sign-up here! ----- Explore the vast array of tools, training courses, a podcast, and a supportive community of over 2,000 remodelers. Visit RemodelersOnTheRise.com today and take your remodeling business to new heights! ----- Takeaways The transition from handyman services to full remodeling requires a shift in mindset. Understanding the client journey is crucial for improving sales and service delivery. KPIs should focus on both lagging and leading indicators to drive business growth. Networking and building relationships are essential for securing larger projects. Charging for design development legitimizes the process and improves client commitment. A personalized client experience can enhance trust and satisfaction. It's important to allow team members to take ownership of their roles. Business growth requires a focus on foundational processes and financial stability. Regularly reviewing and refining KPIs can lead to better business outcomes. Embracing change and being open to new strategies is key to success. ----- Chapters 00:00 Introduction and Background 06:40 Transitioning from Handyman to Remodeling 12:39 Rebranding and Business Strategy 18:46 Client Journey and Design Development 24:36 Key Performance Indicators (KPIs) 26:52 Coffee Preferences and Personal Insights 28:49 Networking Strategies for Business Growth 30:33 Key Performance Indicators (KPIs) for Success 32:42 Excitement and Challenges in Business 34:47 Financial Foundations and Business Processes 38:42 Recognizing Team Contributions and Personal Growth 40:39 Takeaways and Reflections on Business Practices

Inside The Spurs: Austin Week Special with Brandon James | Silver and Black Coffee HourIn this episode of the Silver and Black Coffee Hour, host Aaron Blackaby and fellow Spurs enthusiasts Tom Petrini and Zach Montana welcome a special guest, Brandon James, VP of Strategic Growth with San Antonio Spurs Sports and Entertainment. Join us as Brandon shares exciting insights about the upcoming Austin Spurs Week, including new events, activations, and even a global expansion to Paris. Tune in to hear about Brandon's recent half marathon, the impact of Victor Wembanyama's success on the Spurs franchise, and plans for continued growth and community engagement in Austin.00:00 Welcome to the Silver and Black Coffee Hour00:25 Introducing the Guests00:48 Brandon James Joins the Conversation02:57 Trade Deadline Insights06:18 The Human Element of Trades08:31 Austin Spurs Week and Global Expansion11:49 Community Engagement and Growth15:20 Upcoming Events for Austin Spurs Week17:57 Refurbishing the Basketball Court18:40 Basketball Shot Debate19:11 Community and Basketball20:13 Spurs' Growth and Future Goals23:19 Impact of Victor's Success25:40 Austin FC and Spurs Collaboration27:05 Final Thoughts and Thank Yous

Most brands think they have a community, but they're actively building an audience, not community engagement. In this week's episode, we dive into community building strategy with Sophie Miller, Founder of Pretty Little Marketer. Sophie reveals why relying on followers alone is a dangerous game for modern brands.“If you don't build your community, someone else will define it for you”. We break down exactly how to transition from "broadcasting" to "building" and why community-led growth is the most defensible asset your brand can own in this era of digital marketing.In this episode, you'll learn:The exact 3-step system to build a loyal brand community.Audience vs. Community: The critical difference that most marketing teams miss.Why silence is a liability and how to take ownership of your brand narrative.How to turn passive followers into active brand advocates.Whether you are a Social Media Manager or a Brand Director, this episode covers the marketing strategy you need to future-proof your brand.CHAPTERS00:00 Introduction to Sophie Miller02:25 The Birth of Pretty Little Marketer04:50 From Despare to Community Building06:35 Strategic Growth and Community Engagement13:22 Community Monetisation and Membership Launch20:28 The Power of Community in Business21:04 Navigating LinkedIn and Social Media22:51 Building a Community-First Strategy24:01 3 Pillars of PLM's Community28:30 Measuring Community Success33:30 Common Mistakes in Community Building37:26 Final Thoughts and Community Advice for Brands

“Cybersecurity really is just another risk. I think where we complicate it sometimes is in the language we use to talk about it.” - Steve TorinoThank you for tuning in to The CUInsight Network, with your host, Robbie Young, Vice President of Strategic Growth at CUInsight. In The CUInsight Network, we take a deeper dive with the thought leaders who support the credit union community. We discuss issues and challenges facing credit unions and identify best practices to learn and grow together.My guest on today's show is Steve Torino, Chief Information Security Officer at Synergent. Steve's path to cybersecurity was not a straight line, and he didn't grow up dreaming about credit unions or information security. What stayed constant, though, was a deep curiosity about technology and how systems work, which eventually carried him from community banking to national payment processing and ultimately to Synergent.In our conversation, we spend a lot of time talking about what effective cybersecurity governance actually looks like for credit unions and why it is so important. Steve breaks down how governance starts at the board level, how expectations flow through management, and why cybersecurity should be treated like any other form of enterprise risk. We also dig into collaboration and information sharing—one of the credit union movement's biggest strengths, and Steve points to leagues and professional groups as ways that credit unions can learn from one another.As we wrap up the episode, Steve talks about the mentor that influenced his life, how he loves traveling to Dallas, recommends a cybersecurity book that every can use, and more! Enjoy my conversation with Steve Torino!Find the full show notes on cuinsight.com.Connect with Steve:Steve Torino, Chief Information Security Officer of Synergentsynergentcorp.comSteve: LinkedInSynergent: LinkedIn | Facebook | YouTubeBook mentioned: Cybersecurity for Everyone by Cathy Olieslaeger

The FUTR Corporation (TSX-V:FTRC, OTCQB:FTRCF) CEO Alex McDougall talked with Proactive's Stephen Gunnion about the company's AI-powered platform and how its proprietary agent technology helps consumers take control of their finances and personal data. McDougall highlighted three key differentiators of FUTR Agents: the ability to act on a user's behalf, a dedicated and secure AI architecture, and the unique feature of rewarding users for their data input. “Your data is incredibly valuable. Now we're helping you to realize that,” McDougall said, underscoring FUTR's mission to empower users through data ownership and monetization. He also detailed how the platform supports payment optimization for large financial commitments like car loans and mortgages, potentially saving users substantial amounts in interest. FUTR Agents can also help users build credit by reporting rental payments to bureaus like Equifax. McDougall discussed FUTR's recent strategic shift from a build phase to an execution-focused approach, signalling new partnerships and platform enhancements. He mentioned upcoming milestones in Q1 and Q2, including brand partnerships in insurance, mortgage tools powered by direct wholesale rates, and an expanded auto financing footprint via a deal with Tax Max. He emphasized a focus on transitioning from service-based to brand and lead generation revenue models. Visit Proactive's YouTube channel for more exclusive interviews. Don't forget to like, subscribe, and hit the notification bell for future updates.** #FUTR #AlexMcDougall #Fintech #AI #CreditScore #MortgageOptimization #DataMonetization #Equifax #AutoLoans #AIinFinance #FinancialWellness #ConsumerTech #PersonalFinance

In this episode, Peter D. Banko, President and CEO of Baystate Health, discusses stabilizing financial performance, expanding access to care, and integrating the health plan with providers to improve population health. He shares strategies for addressing structural challenges, enhancing patient access, and preparing for future health care headwinds.

What happens when activist investors call your multi-billion dollar acquisition the "single worst deal of the decade"? Most leadership teams would panic, but NRG Energy did the opposite: they doubled down on their people. While most large-scale acquisitions look great on a spreadsheet, they often fail because leadership loses sight of the human energy behind the numbers. In this episode, Peter Johnson, SVP and Head of Talent and Culture at NRG, reveals how his team navigated the acquisition of Vivint—a deal that tripled their workforce to 16,000 employees and was publicly condemned by activist investors as the "single worst deal" in the sector. While the announcement triggered a 25% stock crash, their leadership's commitment to a strategic "North Star" and a "don't crush the butterfly" cultural philosophy eventually drove a staggering 420% stock recovery. Peter explores the raw challenges of an 18-month integration, from the technical hurdles of migrating 16,000 employees between competing HR systems to the deeply emotional task of harmonizing job titles across disparate industries. By prioritizing the "why" behind the change and fostering a unified "One NRG" identity, the company successfully blended traditional corporate discipline with tech-forward innovation, nearly doubling employee engagement and proving that human-centric leadership is a massive financial win. If you're a CHRO, this episode shows what real value creation looks like when people come first.   ---------- Start your day with the world's top leaders by joining thousands of others at Great Leadership on Substack. Just enter your email: ⁠⁠https://greatleadership.substack.com/ Quick heads-up: my new book, The 8 Laws of Employee Experience, is a practical playbook for building an environment where people do their best work—preorder a copy here: 8EXlaws.com

In this episode of Pathmonk Presents, we welcome Neel Singh, founder and principal of Tropoly, a brand strategy and scaling firm. Neel shares insights on how Tropoly helps tech-forward companies achieve sustainable growth and prepare for significant milestones. He discusses their approach to client acquisition, the role of websites in marketing strategies, and the importance of integrating marketing efforts with other business functions. Neel also offers valuable advice for marketers, emphasizing the need for cross-functional learning and maintaining work-life balance. Listeners will gain practical tips on scaling businesses, creating effective marketing strategies, and developing a holistic approach to company growth.

In this episode of the Real Estate Pros Podcast, host Micah Johnson welcomes Tryf Christoforou, co-founder of 3CRE Advisors, to discuss his decade-long journey in the real estate industry. Tryf shares insights into his diverse business units, which include commercial and residential real estate, property management, and capital markets. He emphasizes the importance of understanding the foundational aspects of real estate, such as financing and relationship-building, which have been crucial to his success. Tryf also highlights the strategic growth of his company, adapting to market changes, and the significance of providing value to clients through a comprehensive suite of services.   Professional Real Estate Investors - How we can help you: Investor Fuel Mastermind:  Learn more about the Investor Fuel Mastermind, including 100% deal financing, massive discounts from vendors and sponsors you're already using, our world class community of over 150 members, and SO much more here: http://www.investorfuel.com/apply   Investor Machine Marketing Partnership:  Are you looking for consistent, high quality lead generation? Investor Machine is America's #1 lead generation service professional investors. Investor Machine provides true 'white glove' support to help you build the perfect marketing plan, then we'll execute it for you…talking and working together on an ongoing basis to help you hit YOUR goals! Learn more here: http://www.investormachine.com   Coaching with Mike Hambright:  Interested in 1 on 1 coaching with Mike Hambright? Mike coaches entrepreneurs looking to level up, build coaching or service based businesses (Mike runs multiple 7 and 8 figure a year businesses), building a coaching program and more. Learn more here: https://investorfuel.com/coachingwithmike   Attend a Vacation/Mastermind Retreat with Mike Hambright: Interested in joining a "mini-mastermind" with Mike and his private clients on an upcoming "Retreat", either at locations like Cabo San Lucas, Napa, Park City ski trip, Yellowstone, or even at Mike's East Texas "Big H Ranch"? Learn more here: http://www.investorfuel.com/retreat   Property Insurance: Join the largest and most investor friendly property insurance provider in 2 minutes. Free to join, and insure all your flips and rentals within minutes! There is NO easier insurance provider on the planet (turn insurance on or off in 1 minute without talking to anyone!), and there's no 15-30% agent mark up through this platform!  Register here: https://myinvestorinsurance.com/   New Real Estate Investors - How we can work together: Investor Fuel Club (Coaching and Deal Partner Community): Looking to kickstart your real estate investing career? Join our one of a kind Coaching Community, Investor Fuel Club, where you'll get trained by some of the best real estate investors in America, and partner with them on deals! You don't need $ for deals…we'll partner with you and hold your hand along the way! Learn More here: http://www.investorfuel.com/club   —--------------------

“Securian holds a steadfast commitment to its customers, partners, and the broader community by honoring its promises and insuring dependable protection.” – Cynthia Billingsley-SmartThank you for tuning in to The CUInsight Network, with your host, Robbie Young, Vice President of Strategic Growth at CUInsight. In The CUInsight Network, we take a deeper dive with the thought leaders who support the credit union community. We discuss issues and challenges facing credit unions and identify best practices to learn and grow together.My guest on today's show is Cynthia Billingsley-Smart, Customer Benefit Payments Manager at Securian Financial, whose journey is as inspiring as it is insightful. She has built a career that truly makes an impact, moving from examiner to senior specialist, trainer, auditor, supervisor, and now manager. She discusses what it really means to support credit unions and their members, and Cynthia reflects on Securian's purpose statement to build secure tomorrows.In our conversation, we talk about how Securian guides the way that they deliver protection products that make a measurable difference when members face unexpected challenges, and Cynthia highlights the fact that partnerships and product innovations aren't just about offerings; the claims experience is where trust is won or lost. Cynthia also discusses leadership, highlighting the mentors who shaped her path and the principles that she carries forward in her own role.As we wrap up the episode, Cynthia talks about her love of designer handbags, New Orleans, and the professional book that she recommends—The Digital Mindset, a book which she calls essential reading for anyone navigating today's rapidly evolving work environment. If you're curious about how thoughtful leadership, innovative solutions, and member-first approaches intersect in the credit union world, then you will enjoy my conversation with Cynthia Billingsley-Smart!Securian Financial is the marketing name for Securian Financial Group, Inc., and its subsidiaries.Find the full show notes on cuinsight.com.Connect with Cynthia:Cynthia Billingsley-Smart, Customer Benefit Payments Manager at Securian Financialsecurian.comCynthia: LinkedInSecurian Financial: LinkedIn | Facebook | Instagram

If you're at the beginning of your entrepreneurial journey and secretly wondering, “Am I even cut out for this?” then this episode is for you.In this conversation, we talk honestly about what no one prepares you for when you start building something of your own:the self-doubt, the identity confusion, the feeling that everyone else knows what they're doing while you're making it up as you go.Because the truth is, we all start there. We all start as imposters. We all feel inadequate before we feel capable.And most of us don't become entrepreneurs because it was a lifelong dream, we fall into it, and then have to figure it out from there. In this episode, we unpack:How to pivot when your passion isn't what people are willing to pay forThe emotional reality of building a brand from scratch (and why it's normal to feel lost)How to know if entrepreneurship is actually for youThe difference between passion projects and doing free work strategicallyHow to build a reputation, a network, and momentum — especially in a city like LAWhy identity clarity matters when you pivot (and why having “two identities” confuses the market)How to expand your brand into new markets and navigate (reverse) culture shockWhat integrity looks like when doing business with friends — and what to do when it gets messyMore than anything, this conversation is here to remind you of one thing:You're not crazy.You're not behind.And you're not alone in this.Entrepreneurship isn't about having it all figured out. It's about staying in the game long enough to learn who you are, what you don't want, and what you're willing to take ownership of and figure out. If you're building, pivoting, or quietly questioning everything, this episode will meet you exactly where you are.Chapters:00:00 Introduction to Zemo and His Journey01:34 Zemo's Early Entrepreneurial Path04:04 Challenges and Realizations in Entrepreneurship08:12 Strategic Growth and Free Work12:20 Navigating Market Demands and Pivots17:06 Adapting to Industry Changes and Future Outlook21:50 Balancing Multiple Careers22:40 Navigating Identity Shifts24:36 The Importance of Clear Positioning27:08 Collaborative Culture in LA29:33 Friendship and Business37:32 Expanding Business Globally38:13 Cultural Differences in Business41:55 Conclusion and Final ThoughtsConnect with Zemo on IGFollow Seemingly Virtual on IG Connect with me:IG: https://www.instagram.com/whereboundariesdissolvepodcast?igsh=OGQ5ZDc2ODk2ZA%3D%3D&utm_source=qrTikTok: https://www.tiktok.com/@helena.arjuna?_t=8oSbtTilPSQ&_r=1LinkedIn: https://www.linkedin.com/in/helenasuter/ Youtube: https://youtube.com/@whereboundariesdissolvepodcast?si=g63NToOK45W1CiBI Support the show

Welcome to this episode of HALO Talks, where host Pete Moore sits down with Bryce Berry, a New York native whose career led him from Westchester County to the mountains of Salt Lake City, and eventually to building a powerhouse presence in the Gold's Gym franchise network. Bryce shares his entrepreneurial path, starting with the unexpected lessons learned from running Dairy Queen stores, before moving into the health club industry and launching some of the largest and most successful Gold's Gym locations in Colorado, Wyoming, and Washington. From the intricacies of site selection and gym operations to adapting to changing market dynamics and member expectations, Bryce reveals how he's created "rainmaker" clubs by offering standout amenities like expansive weightlifting and cardio areas, basketball courts, racquetball, pickleball, and innovative tanning and recovery services. He digs into the evolving branding landscape of fitness franchises, the role of pricing strategy, and why the Gold's Gym name still carries significant weight in local communities. Listen now to hear Bryce's insights on building thriving gyms, the impact of market trends on business decisions, and how his commitment to quality and member experience is shaping the future of fitness for the next generation of club-goers. Key themes discussed Gold's Gym franchise growth and operations. Site selection strategies for gym locations. Importance of brand recognition in fitness industry. Pricing models and market positioning for gyms. Community amenities: Basketball, pickleball, saunas, recovery. Private equity partnerships and business structure. Adapting gym facilities to trends in strength and cardio equipment. A Few Key Takeaways:  1.Strategic Growth and Site Selection: Bryce talks about his career path from Westchester County to building a network of Gold's Gyms, detailing how he strategically drew a 300-mile radius around his home and used his knowledge from previous business ventures (like a book bindery) to select prime gym locations. His hands-on, boots-on-the-ground approach to site selection set the foundation for successful club launches. 2. Gold's Gym Brand Equity: Bryce highlights the enduring power of the Gold's Gym brand. Despite new competitors and rebranded gyms popping up (such as VASA, EoS, and Fitness Connection), he argues that Gold's still has strong recognition and credibility with consumers. People know Gold's Gym, which translates into excitement, loyalty, and ongoing business success. 3. Mid-Range Pricing Wins: Berry defends the decision to position his clubs in the mid-price range, emphasizing that this "middle" is where the majority of the market is. Instead of chasing ultra-low-cost volume or high-end exclusivity, his strategy is to deliver great value for a reasonable price, which has continually proven successful in the communities he serves. 4. Amenity-Rich, Community-Focused Clubs: The Gold's Gym facilities in Colorado, Wyoming, and Washington are designed as urban or suburban "country clubs" with oversized footprints (some over 50,000 sq ft). Bryce invests heavily in amenities like basketball courts, racquetball, pickleball nights, dry saunas, and top-of-the-line equipment to create a vibrant community feel and cater to a broad clientele. 5. Innovation and Adaptation for Younger Members: Bryce discusses a current trend he's seeing with younger members (especially ages 18–40) favoring strength and cardio equipment, recovery spaces, and high-quality gear such as the Matrix treadmill. He's focused on adapting his clubs to these preferences, particularly with recovery rooms, oversized saunas, and best-in-class equipment—which has helped him attract and retain this growing demographic. Resources:  Gold's Gym: https://www.goldsgym.com  Integrity Square: https://www.integritysq.com Prospect Wizard: https://www.theprospectwizard.com Promotion Vault: https://www.promotionvault.com HigherDose: https://www.higherdose.com

“To connect with people emotionally is really the key to good work.” – Josh StreufertThank you for tuning in to The CUInsight Network, with your host, Robbie Young, Vice President of Strategic Growth at CUInsight. In The CUInsight Network, we take a deeper dive with the thought leaders who support the credit union community. We discuss issues and challenges facing credit unions and identify best practices to learn and grow together.My guest on today's show is Josh Streufert, Principal / Creative Director at Strum. Josh starts off by tracing his own path, which includes childhood dreams of archaeology, a strong Indiana Jones phase, film school, history studies, and eventually saying “yes” to a lot of opportunities that led him into creative leadership. It's a reminder that most meaningful careers aren't straight lines but are rather collections of curiosity, timing, and a willingness to try things before you fully know where they'll lead!In our conversation, Josh and I discuss what Strum does for credit unions and why branding is so much more than just logos and taglines. Josh shares a simple but powerful idea: when products are largely the same, people choose the organization they like best. From there, we get into how storytelling, creativity, and culture shape trust, loyalty, and the overall member experience. A big part of our discussion is also centered around change and burnout, with Josh introducing a mindset shift: moving from being a “gatekeeper” who protects the status quo to a “curator” who actively searches for better answers. He also talks about the concept of an “optimal rate of failure” and why failing occasionally isn't a weakness but evidence that you're still growing.As we wrap up the conversation, Josh shares how he manages a work-life balance, what book he would recommend reading, and why he idolizes a former high school teacher! Enjoy my conversation with Josh Streufert!Find the full show notes on cuinsight.com.Connect with Josh:Josh Streufert, Principal / Creative Director at Strumstrumagency.comJosh: LinkedInStrum: LinkedInBook mentioned: Empire of the Summer Moon by S.C. GwynneSong mentioned: “Take Five” by Dave BrubeckTV series mentioned: The Office

In this episode of the Uplevel Dairy Podcast, Peggy Coffeen visits Steve Abel of Abel Dairy Farms in Wisconsin to discuss strategic growth and leadership in the dairy industry. Steve shares insights on expanding their operations, managing personnel, and maintaining a values-driven approach. He also highlights the importance of technology and teamwork in modern dairy farming. This episode delves into the challenges and successes of scaling a family dairy farm while ensuring team cohesion and operational effectiveness.This Episode is brought to you by Milc GroupMilc Group is a dairy software company that brings real-time, actionable data to dairy farms across the world. They are dedicated to revolutionizing the dairy industry with their user-friendly cloud-based software. ONE™ by Milc Group is our all-in-one app that brings together all the important aspects of your dairy together in one place. With products such as feed and animal management software, people training, dairy facility monitoring, and scale management, Milc Group is committed to providing producers with tools they need to succeed.ONE™ Feed: https://www.milcgroup.com/product/feedONE™ Scale: https://www.milcgroup.com/product/scale00:00 Introduction to Growing Leaders and Scaling a Team01:19 Steve Abel's Journey and Dairy Farm Expansion03:08 Strategic Growth and COVID Challenges05:38 Scaling People and Management09:23 Developing Middle Managers20:10 Technology in Dairy Farming25:54 Future of Dairy Farming: Risks and Opportunities30:08 Advice for the Next Generation33:45 Conclusion and Final Thoughts

Some business stories are loud. This one is not. It is a story about a company that rode a massive kerosene wave, watched that wave fade, and still found a […] The post A Strategic Growth Story: How Acquisitions Fueled Success appeared first on Intelligent Investing.

“AI is going to be transformational for the credit union industry.” – Steve RickThank you for tuning in to The CUInsight Network, with your host, Robbie Young, Vice President of Strategic Growth at CUInsight. In The CUInsight Network, we take a deeper dive with the thought leaders who support the credit union community. We discuss issues and challenges facing credit unions and identify best practices to learn and grow together. Today's episode is the second part of a very special four-part series brought to you by TruStage! My guest on today's show is Steve Rick, Chief Economist at TruStage. Listen as he takes a good look at what 2026 may have in store for credit unions and the members they serve. We start with where inflation, GDP, and the labor market appear to be heading—as well as why tariffs and immigration policy are likely to show up in everyday prices sooner than expected. Steve explains why inflation could push past 3% in early 2026 and how that reality continues to shape the Federal Reserve's cautious approach to interest rates.Steve gets into what many leaders are watching the most closely: rate cuts. He breaks down why the Fed is expected to gradually ease rates throughout 2026, how close we are to what economists consider a “neutral” rate, and why concerns about rising unemployment are guiding such decisions. From there, our conversation turns to credit unions, with Steve sharing his outlook for loan growth, deposits, and earnings, and we talk about consumer uncertainty, the impact of loans made during the ultra-low-rate years, and what all of this means for balance sheets this coming year.As we wrap up the episode, Steve and I spend time talking about workforce trends and AI, where productivity gains are changing hiring patterns, reshaping call centers and lending teams, and even impacting recent college graduates trying to enter the job market. I hope that you enjoy my conversation with Steve Rick!Find the full show notes on cuinsight.com.Connect with Steve:Steve Rick, Chief Economist of TruStagetrustage.comSteve: LinkedInTruStage: LinkedIn | Instagram | Facebook | YouTubeIn this episode:[0:52] - Steve reveals how tariffs and tighter immigration push prices higher, potentially lifting inflation above 3% in early 2026.[2:17] - Expect gradual Fed rate cuts toward a neutral 3% as officials guard against rising unemployment.[4:05] - Steve explains how loan growth improves to about 5%, while deposits rise 6%.[5:25] - Earnings improve as margins widen and costs stay in check, with AI playing an expanding role.[6:48] - AI-driven efficiency slows hiring, cutting projected workforce growth to roughly 1% next year.[7:59] - Steve further touches upon how recent graduates face tougher entry as unemployment nears 10%.

In this solo episode of The Rainmaking Podcast, Scott Love shares hard-earned insights from nearly three decades in legal recruiting and thousands of in-depth conversations with law firm partners across the country. Drawing from patterns he's observed among the most successful rainmakers, Scott breaks down what truly drives long-term growth for law firm partners—beyond pure legal skill. Scott outlines three core pillars that consistently show up in high-performing partners: strong legal acumen, deliberate business development, and effective leadership. He explains why partners who thrive treat the growth of their practice as an intellectual journey—one that requires continuous learning, humility, and intentional skill-building, rather than relying solely on past success or technical expertise. The episode also emphasizes the importance of consistency in relationship-building. Scott shares practical examples of how small, repeatable actions—such as one meaningful outreach per week—compound into powerful business development momentum over time. He also discusses the role of vision, platform, and firm strategy in determining whether partners can realistically reach their long-term goals where they are—or whether a different platform might better support their practice and clients. This episode is especially relevant for partners who want to grow their book of business thoughtfully, evaluate their current firm alignment, and make strategic decisions without unnecessary risk or pressure. It's a candid, practical roadmap for partners who want to take ownership of their growth and career trajectory. Visit: https://therainmakingpodcast.com/ YouTube: https://youtu.be/4CLSYJBI9lY ----------------------------------------

“Use AI where it can make a difference to the organization and members.” - Shane ButcherThank you for tuning in to The CUInsight Network, with your host, Robbie Young, Vice President of Strategic Growth at CUInsight. In The CUInsight Network, we take a deeper dive with the thought leaders who support the credit union community. We discuss issues and challenges facing credit unions and identify best practices to learn and grow together.My guest on today's show is Shane Butcher, Chief Operating Officer / Chief Risk Officer at Optiri, a Trellance Company. Shane and I talk about how a teenage dream of becoming a fighter pilot turned into a career spanning the military, IT, operations, and ultimately the credit union space.In our conversation, Shane walks us through the evolution of Optiri and what it means to optimize, refresh, and innovate credit union technology without losing sight of the people whom it's supposed to serve. We talk about why credit unions have unique technology and security needs and how Opitiri focuses on doing the behind-the-scenes work so that credit unions can spend their energy on members.A big part of our conversation, though, is centered around AI as something already embedded in everyday tools. Shane breaks down what credit unions really should be thinking about right now—understanding where their data lives, tightening permissions, updating vendor policies, and choosing intentional use cases instead of chasing every new idea. We also break down how AI is reshaping cybersecurity on both sides, fueling more convincing attacks while also giving defenders faster, smarter ways to respond.As we wrap up the episode, Shane shares some lessons that he learned from a Navy mentor who led through calm problem-solving. He also talks about his love of good restaurants and unique experiences, why he loves Las Vegas, and has a book recommendation for us. Enjoy my conversation with Shane Butcher!

Text us your thoughts on the episode or the show!In this episode of OpsCast, hosted by Michael Hartmann and powered by MarketingOps.com, Michael is joined by co-host Mike Rizzo to tackle events, which are one of the most persistent challenges in go-to-market execution.Events demand significant investment in time, budget, and coordination, yet many teams still struggle to prove their impact. Data is often fragmented, delayed, or incomplete, making ROI difficult to measure and even harder to trust.To discuss this problem, we are joined by Aaron Karpaty, Senior Director of Strategic Growth at Captello. Aaron works closely with revenue, marketing, and operations teams to modernize how event data is captured, connected, and activated across CRM, marketing automation, and sales workflows.The conversation explores where event programs break down operationally, why so much valuable interaction data never makes it into systems of record, and what a modern event operation needs to look like to drive real business outcomes.In this episode, you will learn:Why event and field marketing data remains fragmented across most organizationsThe most common data traps that prevent accurate event ROI measurementWhat interactions are typically lost during and after eventsHow to think about event value beyond basic lead captureWhat a well-run, integrated event operation looks like todayHow Marketing Ops, Revenue Ops, and Field Marketing can better alignThis episode is ideal for Marketing Ops, Revenue Ops, Field Marketing, and demand generation leaders who want to turn events from one-off activities into measurable revenue drivers.Episode Brought to You By MO Pros The #1 Community for Marketing Operations ProfessionalsSupport the show

In times of economic volatility, the temptation to focus on short-term profitability can become a trap that stalls longer-term projects designed to spur growth. Yet as our long-standing research shows, companies that take a through-cycle approach to investing in growth and innovation consistently outperform their peers. In this episode, three innovation strategy and value creation experts share their latest research and tips for achieving resilient growth. Matt Banholzer is a senior partner in McKinsey’s Chicago office and co-leader of our Global Strategic Growth and Innovation Practice. Tim Koller is a partner in our Denver office and co-author of the best-selling book, Valuation: Measuring and Managing the Value of Companies, now in its eighth edition. And Laura LaBerge is a senior expert in our Strategic Growth and Innovation Practice and is based in our Connecticut office. Related insights Investing in innovation: Three ways to do more with less Innovation in a crisis: Why it is more critical than ever Revolutionary innovations propelling growth A bigger, bolder vision: How CROs are propelling growth from the C-suite How top performers use innovation to grow within and beyond the core How innovation can accelerate industry momentum The eight essentials of innovation Support the show: https://www.linkedin.com/showcase/mckinsey-strategy-&-corporate-finance/See www.mckinsey.com/privacy-policy for privacy information

Valerie Spencer is Assistant VP of Strategic Growth and Engagement at Didlake where she is passionate about creating opportunities that enrich the lives of people with disabilities, especially in the world of facility management. Mike Petrusky asks Valerie about her recent role volunteering with the Capital Chapter of IFMA to put on a local "Chapter Workplace & Expo" event where professionals shared experiences and insights on facility management and innovation. Valerie believes that the FM industry is evolving with technology, making it more accessible to individuals with limitations, so she and Mike explore the importance of creating a healthy, safe, and productive environment for all people. Innovation in the workplace is driven by technology and joining professional organizations like IFMA can provide valuable resources and support for individuals seeking collaboration and networking opportunities. Mike and Valerie offer practical advice and inspiration to help you connect with the IFMA community and share stories that will encourage you to be a Workplace Innovator in your organization! Connect with Valerie on LinkedIn: https://www.linkedin.com/in/valeriespencer/ Learn more about Didlake: https://www.didlake.org/ Check out "The Didlake Difference" podcast: https://youtube.com/playlist?list=PL0dH-97_y-SPN3QmczhfO-160VbItcgzh&si=oKz_HmNNQFkVFbOa Explore the IFMA community: https://www.ifma.org/ Discover free resources and explore past interviews at: https://eptura.com/discover-more/podcasts/workplace-innovator/ Learn more about Eptura™: https://eptura.com/ Connect with Mike on LinkedIn: https://www.linkedin.com/in/mikepetrusky/  

Have you ever had that one memory that sits in the back of your mind?  That thing you wish you'd done differently? Something you didn't say, something you did say, the opportunity you passed up, the relationship you didn't repair, or the career move you waited too long to make?  Most people don't just have one regret; they carry an entire portfolio of regrets with them.  And if you're an accountant, a tax preparer, or you're a high-stress professional, you likely have a detail-driven brain, and regret often impacts you a little differently. Because you're used to precision. You're used to accuracy. You're used to double-checking before you file anything. So when your brain looks back at your life, it tends to audit every moment with the same level of scrutiny.  And suddenly? Something from ten years ago starts feeling like a mistake you should have prevented.  Today, I want to help you rethink the entire emotional experience of regret.  What it is, what it does, why it feels so heavy, and how you can use it in a way that actually moves you forward in life instead of holding you back.  More importantly, I want to show you how The RE*INVENTION™ Process helps you transform regret.  This is one of the top emotions we work on inside the program.  And my clients tell me when they do this work, they stop using their past as evidence of what they think has gone wrong, and start using it as fuel for their future.  Let's dive in… Join us in a community built specifically for accountants and high-stress professionals.  You'll receive support, accountability, and a community that understands what you're going through. We focus on stress reduction, increasing productivity, time management, goal achievement, health, happiness, and desired lifestyle:  https://www.financialadventure.com/community I'm inviting you to sign up for the free private podcast where I do a deeper dive into this topic on the Mastering Your Mindset Moments podcast for high-stress professionals: https://www.financialadventure.com/private Schedule your Complimentary Stress Audit and Clarity Session, where we'll work together to create a clear and focused plan for you to move forward so you'll immediately start enjoying your life with less stress, increased productivity, and more time to spend doing what you love with the people you care about: https://www.financialadventure.com/work-with-me Accountants, CPAs, Bookkeepers, Tax Preparers & Financial Professionals, sign up here to get updates on upcoming opportunities & grab the Audit Of Your Well-Being & Balance Guide here: https://www.financialadventure.com/accountant Ready to set up your business?  I have a program to help you get your business set up so that you can start making money.  Sign up for this program here: https://www.financialadventure.com/start Are you ready to try coaching?  Schedule an Introductory Coaching Session today.  You'll have the opportunity to see how you like coaching with an Introductory Coaching Session: https://www.financialadventure.com/intro Join us in the Mastering Your Small Business Finances PROFIT LAB if you are ready to take control of your business finances and create the profitable business you are striving for.  Are you ready to generate revenues and increase the profit in your business: https://www.financialadventure.com/profit If You Are Ready To Choose, Start Or Grow Your Side Hustle, Get Your Free Checklist And Assessment Here: https://www.financialadventure.com/sidehustle Grab Your FREE guide:  5 Essential Strategies For Stress-Free Bookkeeping: https://www.financialadventure.com/5essentials Your FREE Online Virtual Bookkeeping Business Starter Guide & Success Path Is Waiting For You: https://www.financialadventure.com/starterguide Join Our Facebook Community:  https://www.facebook.com/groups/womenbusinessownersultimatediybookkeepingboutique The Strategic Bookkeeping Academy, including Bookkeeping Basics, is open for registration!  You can learn more and sign up here: https://www.financialadventure.com/sba Looking for a payroll solution for your business?  You can get an exclusive 15% discount on your payroll services when you sign up here: https://www.financialadventure.com/adp QuickBooks Online - Save 30% Your First 6 Months: https://www.financialadventure.com/quickbooks Sign up for a virtual coffee chat to see if starting a Bookkeeping Business is right for you: https://www.financialadventure.com/discovery Show Notes:  https://www.financialadventure.com This podcast is sponsored by Financial Adventure, LLC ~ visit https://www.financialadventure.com for additional information and free resources.

On this episode of Terrell Talks, I'm joined by the brilliant Nicole Kearney for a powerful conversation on business, belief, and strategic growth. Nicole's journey is a masterclass in trusting your voice and honoring your vision—from her roots as a writer, to launching Sip & Share Wines, and ultimately opening Sip Easy Indy, one of Indianapolis' newest and most dynamic gathering spaces.Nicole is one of only two Black-owned wine companies in the state of Indiana and one of the most successful Black women wine creators in the country. But her story goes far beyond the bottle. We talk about what it takes to bet on yourself, build with intention, and grow a brand that reflects who you truly are.This conversation is honest, inspiring, and deeply affirming for anyone navigating entrepreneurship, creativity, or the courage it takes to believe in yourself when the path isn't clear.At Terrell Talks .. We have a moto.. everyone has a platform, its all about how you us it.  I want to use this platform to connect people with new ideas. To expand the way we think. To allow us to slow down and listen to a new perspective. To provide hope. Encouragement, and motivation. Thanks for listening to today's episode. Before you go, be sure to like, share, and subscribe!

On this episode of Terrell Talks, I'm joined by the brilliant Nicole Kearney for a powerful conversation on business, belief, and strategic growth. Nicole's journey is a masterclass in trusting your voice and honoring your vision—from her roots as a writer, to launching Sip & Share Wines, and ultimately opening Sip Easy Indy, one of Indianapolis' newest and most dynamic gathering spaces.Nicole is one of only two Black-owned wine companies in the state of Indiana and one of the most successful Black women wine creators in the country. But her story goes far beyond the bottle. We talk about what it takes to bet on yourself, build with intention, and grow a brand that reflects who you truly are.This conversation is honest, inspiring, and deeply affirming for anyone navigating entrepreneurship, creativity, or the courage it takes to believe in yourself when the path isn't clear.At Terrell Talks .. We have a moto.. everyone has a platform, its all about how you us it.  I want to use this platform to connect people with new ideas. To expand the way we think. To allow us to slow down and listen to a new perspective. To provide hope. Encouragement, and motivation. Thanks for listening to today's episode. Before you go, be sure to like, share, and subscribe!

“Ask questions. Have a culture of inquiry.” - Deedee MyersThank you for tuning in to The CUInsight Network, with your host, Robbie Young, Vice President of Strategic Growth at CUInsight. In The CUInsight Network, we take a deeper dive with the thought leaders who support the credit union community. We discuss issues and challenges facing credit unions and identify best practices to learn and grow together.My guest on today's show is returning guest Deedee Myers, CEO of DDJ Myers, Ltd. She comes back to discuss leadership as we unpack what's forming the future of credit union leadership. From a huge wave of CEO retirements to board turnover to executive teams changing under new leadership, Deedee lays out what this really looks like in the concrete data that her team has been collecting for years.In our conversation, we talk about numbers and how many CEOs are expected to exit in the coming years. We talk about why so many delayed retirement after COVID and how that pent-up shift is finally arriving. Deedee also explains the generational turnover that is hitting boards and executive teams simultaneously, creating something close to a perfect storm. One of the biggest themes that we talk about, however, is responsibility. Who owns succession? Who's accountable for readiness? What should each party be doing to prepare for the leadership needs of the next decade? In addition, Deedee and I cover the programs, institutes, and coaching experiences that are truly accelerating leadership growth right now.As we wrap up the episode, we go through our traditional lightning round of questions as I ask her about the little things as well such as the purchases that she swears by, the rituals that keep her grounded during nonstop travel, and the guiding principle that she believes the industry desperately needs more of. Enjoy my conversation with Deedee Myers!Find the full show notes on cuinsight.com.Connect with Deedee:Deedee Myers, CEO at DDJ Myers, Ltd.ddjmyers.comDeedee: LinkedInDDJ Meyers, Ltd.: LinkedInWant to hear more from Deedee? Click here.Previous episode featuring Deedee: “Advancing leadership”Podcast mentioned: The Diary of a CEOPodcast mentioned: Freakonomics

In this Bright Spots in Healthcare episode, host Eric Glazer brings together Medicare Advantage leaders who are rethinking how digital first and whole person strategies can meet rising Stars expectations. The conversation explores how plans are simplifying engagement, strengthening provider alignment, and integrating specialty and virtual care models to improve quality, experience, and overall performance in the new ratings era. Our guests include: Lisa Franklin, Director of Medicare Business, Product, and Marketing, Strategic Growth and Government Programs, Carefirst Christine McKinney, Vice President Customer Experience and Digital Transformation Blue Shield of California Mary O'Connor, MD, Chief Medical Officer & Co-Founder, Vori Health Together, they explore: How CareFirst reduced member friction by consolidating 175 touchpoints a year into a coordinated digital first experience built around scrolling content cards, real time click behavior, and simplified onboarding. How Vori Health is integrating whole person MSK care with payers through value based arrangements that support coaching, nutrition, behavioral health screening, and earlier risk identification. How Blue Shield of California built a continuous CAHPS simulation program to uncover pain points and used those insights to create the Care Navigation Desk for real time access help. How digital tools like online scheduling, integrated member health records, and proactive pharmacy cost transparency are reducing friction and helping seniors navigate the ecosystem more independently. How plans are using AI and preference based engagement to support new Medicare members, improve medication adherence, and scale outreach during market disruptions. Panelist Bios: https://www.brightspotsinhealthcare.com/events/falling-stars-rising-standards-how-digital-first-whole-person-care-is-fueling-success-in-the-new-ratings-era/ Download the Episode Guide: Get key takeaways and expert highlights to help you apply lessons from the episode. https://www.brightspotsinhealthcare.com/wp-content/uploads/2025/12/Episode_Guide_120425_Vori-Falling-Stars-Rising-Standards.docx.pdf Key Insights Summary: Find key insights from the discussion, guest takeaways, and detailed moderator notes captured by Eric during the conversation. https://www.brightspotsinhealthcare.com/wp-content/uploads/2025/12/Key-Takeaways-Erics-Notes-Falling-Stars-Rising-Standards.docx.pdf Resources:  Report: How Physician Led MSK Care Supports Stars Improvement and Whole Person Outcomes This companion report highlights how Vori Health's physician-led, virtual first musculoskeletal care model helps Medicare Advantage plans strengthen performance in the new ratings environment. It includes data and real member stories showing how hybrid specialty access, early gap closure, and whole person support improve outcomes, reduce unnecessary MSK spend, and enhance member experience. Inside you will find insights on Improving access through forty eight hour specialty appointments Reducing opioid use and unnecessary surgeries Supporting preventive screenings and chronic condition management Elevating member satisfaction across measures tied to the 2026 Stars program To request your copy, email nroberts@brightspotsventures.com. Buyer's Guide: The Comprehensive Guide to MSK Care for Health Plans This companion report gives health plans a clear framework for improving MSK strategy, highlighting how fragmented, high cost pathways drive unnecessary imaging, procedures, and surgeries without resolving pain. It outlines four MSK care models and the key elements of a high value program such as physician led care, holistic support, non opioid management, strong engagement, and real claims based ROI. It also shows how solutions like Vori Health bring these components together through coordinated, hybrid access and measurable improvements in outcomes and cost. Inside you will find insights on Improving MSK access and coordination across care models Designing physician led, whole person programs that address root causes of pain Reducing unnecessary imaging, procedures, and surgeries Driving stronger engagement, better outcomes, and meaningful cost savings To request your copy, email nroberts@brightspotsventures.com. Thank You to Our Episode Partner, Vori Health: Vori Health is a physician-led musculoskeletal care practice that delivers fast, evidence-based hybrid care for back, neck, and joint pain. Their whole person approach improves outcomes, reduces unnecessary MSK costs, and supports stronger Medicare Advantage Star Ratings. Learn more at vorihealth.com. Schedule a Meeting with a Dr. Mary O'Connor of Vori Health: To explore how Vori Health can help your organization strengthen whole person MSK care and support better Stars performance, reach out to nroberts@brightspotsventures.com to schedule a meeting with Dr. Mary O'Connor, CMO and Co-founder, Vori Health. About Bright Spots Ventures: Bright Spots Ventures is a healthcare strategy and engagement company that creates content, communities, and connections to accelerate innovation.   We help healthcare leaders discover what's working, and how to scale it. By bringing together health plan, hospital, and solution leaders, we facilitate the exchange of ideas that lead to measurable impact. Through our podcast, executive councils, private events, and go-to-market strategy work, we surface and amplify the "bright spots" in healthcare, proven innovations others can learn from and replicate. At our core, we exist to create trusted relationships that make real progress possible. Visit our website at www.brightspotsinhealthcare.com.  

Nelly Gal is a Cuban-born Physician Assistant, entrepreneur, and wellness advocate who grew a seven-figure aesthetic and functional medicine empire. As the founder of Live Vibrant Medspa, she now empowers ambitious women in their 30s and 40s to step boldly into their power and reclaim their energy.In this episode, we dive into:|

“Every employee, from the C-suite to the teller, has a role in advocacy.” – Jason Stverak Thank you for tuning in to The CUInsight Network, with your host, Robbie Young, Vice President of Strategic Growth at CUInsight. In The CUInsight Network, we take a deeper dive with the thought leaders who support the credit union community. We discuss issues and challenges facing credit unions and identify best practices to learn and grow together.My guests on today's show are returning guest Jason Stverak, Chief Advocacy Officer at Defense Credit Union Council, and Elizabeth Eurgubian, Government Relations and Advocacy Consultant at Atlas Advocacy. They both join me for this episode for a conversation that cuts right to the heart of what credit unions need most right now: stronger advocacy, louder storytelling, and a clearer understanding of what sets us apart!In our conversation, Elizabeth opens with something that she has witnessed from both sides of the table: policymakers are brilliant with statutes and frameworks, but they often have little sense of what day-to-day life looks like inside a credit union. She talks about the power of real-world examples and cautions that if we're not bringing those stories forward, we're leaving influence on the table.Jason also jumps in with the compelling argument that advocacy isn't a job title; it's everybody—teller to CEO—every interaction with a member, every community touchpoint, every small moment of goodwill becomes part of what reaches Congress. He shares some incredible behind-the-scenes stories from the recent government shutdown and how lawmakers were reaching out because they'd noticed credit unions stepping up while others hesitated.As we wrap up the episode, Elizabeth closes by previewing what's coming from the NCUA in the year ahead—such as stablecoin and digital-asset rulemaking under the GENIUS Act, a much needed regulatory clean-up, and increased vigilance around cybersecurity. She also challenges all of us to think several years ahead about the skills we'll need, not the ones that we've always relied on, as necessary skillsets are always evolving with the times. I hope that you enjoy my conversation with Jason and Elizabeth!Find the full show notes on cuinsight.com.Connect with Jason:Jason Stverak, Chief Advocacy Officer at Defense Credit Union Councildcuc.orgJason: LinkedIn | XDCUC:

In this episode, Jeff and Danny talk with Greg Schmitt about how he built Huge Handyman SD into one of San Diego's go-to handyman service companies. Greg explains the importance of communication, integrity, and skill when working inside a customer's home. He also shares how he built a service model that focuses on solving problems quickly and correctly while giving homeowners peace of mind.You will hear Greg discuss the value of dependable technicians, the impact of treating customers with respect, and the importance of offering a broad skill set that covers everything from repairs to installations. Greg also dives into the realities of running a growing service business and the dedication it takes to keep quality high.Resources and MentionsHuge Handyman SDhttps://www.HugeHandymanSD.comThe Trades Podcasthttps://www.thetradespodcast.comWhat You Will LearnThe mindset behind building a dependable handyman businessHow to earn customer trust through communication and qualityWhy offering a wide range of services boosts business growthWhat it means to lead a team with purpose and high standardsHow to balance business challenges with long-term visionThe key habits that keep customers loyal and referringChapters00:00 Introduction and Background of Huge Handyman01:46 Navigating Business Challenges and Growth05:37 Key Performance Indicators and Business Management11:45 Sales Strategies and Team Dynamics17:52 Customer Engagement and Marketing Techniques23:46 Utilizing Technology for Business Efficiency28:08 Embracing Technology in Construction36:23 Strategic Growth and Team Development45:44 Networking and Future Opportunities About The Trades PodcastWebsitehttps://www.thetradespodcast.comHosted byJeff Mudd and Danny TorresThe Trades Podcast features real conversations with business owners, trades leaders, and industry innovators making an impact in the skilled trades community. Support the Trades MovementIf this episode inspires you, share it with someone in the trades or anyone thinking about starting a home-services business. Like, comment, and subscribe to help more people discover these conversations.

Learn how 4 powerful marketing tenets can turn ordinary products into lasting memories. This episode of StrategyCast shares the blueprint for brand authenticity, trust, and growth, so you can build campaigns that truly stand out!And don't forget! You can crush your marketing strategy with just a few minutes a week by signing up for the StrategyCast Newsletter. You'll receive weekly bursts of marketing tips, clips, resources, and a whole lot more. Visit https://strategycast.com/ for more details.==Let's Break It Down==06:14 "System Pavers' Depth Advantage"09:23 "Celebrating 30 Years of Memories"11:16 "Authentic Marketing with Integrity"15:05 Building Trust Through Meaningful Engagement17:57 Teamwork Solves Every Challenge21:55 Optimizing Attribution for Growth24:20 "Embrace Failure, Iterate, Scale"26:33 "Strategic Growth and Expansion"33:08 "Aligning Content with Audience Needs"35:48 "Power of Collaboration and Listening"==Where You Can Find Us==Website: https://strategycast.com/Instagram: https://www.instagram.com/strategy_cast/Facebook: https://www.facebook.com/strategycast==Leave a Review==Hey there, StrategyCast fans!If you've found our tips and tricks on marketing strategies helpful in growing your business, we'd be thrilled if you could take a moment to leave us a review on Apple Podcasts. Your feedback not only supports us but also helps others discover how they can elevate their business game!

“Better utilizing data can give a more-tailored member experience—which makes the member truly feel like their credit union knows them.” – Mike KrausThank you for tuning in to The CUInsight Network, with your host, Robbie Young, Vice President of Strategic Growth at CUInsight. In The CUInsight Network, we take a deeper dive with the thought leaders who support the credit union community. We discuss issues and challenges facing credit unions and identify best practices to learn and grow together.Today's episode is the first part of a very special four-part series brought to you by TruStage! Today's discussion is with Mike Kraus (Managing Director of TruStage Ventures) and Jamie Jackson (CEO of Arkatechure), and we focus on how credit unions can make use of their data to drive better member experiences and business outcomes, with Jamie explaining that credit unions often struggle with data silos, lack of data ownership, and a culture of fear around data expertise and Mike noting that credit unions have an abundance of member data, but it is often locked away in legacy core systems. To unlock the value, it's so important for credit unions to pull all their data together into a unified platform!In our conversation, both Mike and Jamie really emphasize the role that fintech partnerships can play, as they can provide the modern data infrastructure, analytics capabilities, and agility that credit unions often lack. However, they also caution that partnerships must be strategic, with clear alignment on goals and outcomes. We also cover why it's so important to start small and prove value via quick wins and then scaling the data strategy. Measuring outcomes, not just activities, is key, and the most successful credit unions will be those that empower all employees to make data-driven decisions!As we wrap up the episode, we highlight how effectively leveraging data is crucial for credit unions to deliver personalized member experiences and drive sustainable growth in a rapidly evolving financial services landscape! I hope that you enjoy my conversation with Mike Kraus and Jamie Jackson!Find the full show notes on cuinsight.com.Connect with Mike:Mike Kraus, Managing Director of TruStage Venturestrustage.comMike: LinkedInTruStage: LinkedIn | Instagram | Facebook | YouTubeConnect with Jamie:Jamie Jackson, CEO of Arkatechurearkatechture.comJamie: LinkedInArkatechure: LinkedIn | Instagram | Facebook | X

Finance doesn't need to chase a mythical “best-in-class” model, success comes from mastering the fundamentals. In this episode of The CFO Show, Charlie X.W. Liu, Founder and Chief Happiness Officer of MCC, joins Melissa Howatson to unpack the FP&A Trifecta: finance, data and systems and how getting these right transforms finance teams from spreadsheet operators into strategic partners. Charlie shares lessons from 15+ years advising startups and Fortune 500s on optimizing EPM systems, improving data quality and building finance functions that scale with the business. He also explores how AI is changing finance roles, helping professionals shift from cost controllers to storytellers who drive business growth. Discussed in This Episode:  The three pillars of modern FP&A: finance, data and systems Why clean data isn't the goal, useful data is How to avoid common EPM implementation pitfalls Why finance leaders must become “story sellers,” not just storytellers How AI is reshaping skills and structure in the finance teamFor CFO insights, episode show notes and exclusive blog content, visit thecfoshowpodcast.com.

Send us a textFew people enter the MedTech world because of a personal experience with the technology itself—but for Brent Lavin, that's exactly where it began. At just 23 years old, a CT scan that revealed an urgent medical issue also sparked a lifelong passion for medical technology and its power to save lives. That moment became the foundation of a career devoted to driving innovation in healthcare.Brent's early engineering work revealed an exceptional talent for connecting technical possibility with human need. Over the next two decades, he would lead cross-functional teams through more than 20 successful product launches, three mergers and acquisitions, and hundreds of millions of dollars in portfolio growth. His leadership—marked by curiosity, clarity, and conviction—has earned him accolades such as BD's Director of the Year and the CEO Excellence Award.Today, as Director of Strategic Growth at BD, Brent is responsible for identifying high-impact opportunities for both organic development and targeted acquisitions. Previously, he served as Director of Marketing and Product Management, where he led global teams across multiple disease states to record-breaking revenue growth, even in the face of pandemic-era supply chain challenges.Before joining BD, Brent spent years at GE Healthcare, where he honed his product management and global commercialization expertise, launching next-generation ultrasound systems that achieved over 200% year-over-year growth. His career reflects a rare blend of technical grounding, marketing strategy, and human-centered leadership—built on a mission to deliver meaningful innovation to clinicians and patients worldwide.Beyond the numbers, Brent is known for building high-performing teams and mentoring leaders who thrive in complex environments. Whether he's shaping go-to-market strategies, integrating newly acquired companies, or guiding engineers toward greater clarity and impact, his approach is grounded in purpose: to help people and teams reach their full potential while bringing life-changing technologies to market. LINKS:Guest LinkedIn: https://www.linkedin.com/in/brent-lavin/ Aaron Moncur, hostDownload the Essential Guide to Designing Test Fixtures: https://pipelinemedialab.beehiiv.com/test-fixtureAbout Being An Engineer The Being An Engineer podcast is a repository for industry knowledge and a tool through which engineers learn about and connect with relevant companies, technologies, people resources, and opportunities. We feature successful mechanical engineers and interview engineers who are passionate about their work and who made a great impact on the engineering community. The Being An Engineer podcast is brought to you by Pipeline Design & Engineering. Pipeline partners with medical & other device engineering teams who need turnkey equipment such as cycle test machines, custom test fixtures, automation equipment, assembly jigs, inspection stations and more. You can find us on the web at www.teampipeline.us

You can't call in tired when you're the leader.Even on the days when your body aches, your brain is foggy, and every text feels like one more demand — leadership still needs you. Parents still email. Licensing still calls. Staff still need direction.And in that fatigue, it's easy to believe the lie: I just need a break. I just need a new system. I just need to get through this week.But energy isn't something you find. It's something you create.In this deeply personal episode, Chanie unpacks what it means to create energy on demand — not from caffeine or quiet, but from rhythm, breath, and emotional containment. She shares how leaders can shift from guarding what's left to generating what's needed, and how to stop being the emotional battery for everyone around you.If you've ever said “I'm just so tired,” this episode will help you see that your exhaustion isn't from doing too much — it's from holding too much.You'll LearnWhy you're not one vacation or system away from feeling aliveThe truth about emotional fatigue and over-holdingHow to reframe your story and create energy in the middle of chaosThe science of energy creation and how your body chemistry responds to posture and languageHow to install transition rhythms between work and homeWhy “protecting your energy” keeps you in survival mode — and how to shift to creation modeSimple morning, end-of-day, and transition rhythms that restore peace and focusKey Insights“You're not exhausted because you're doing too much. You're exhausted because you're holding too much.”“Energy isn't found in quiet. It's created through rhythm.”“You don't need rest to be restored — you need rhythm to be renewed.”“You are not a battery pack to be drained. You are a lighthouse — a generator of light and calm.”Memorable Quotes“Waiting for energy is like waiting for clarity — it never comes until you take action.”“You don't protect energy. You create it.”“You close your laptop not because the work is done — but because the day is.”“Leadership still needs you when you're tired, but you're not powerless. You can create energy, on demand.”Reflection PromptsWhere are you still acting as the emotional battery for others?What transition rhythm would help you leave work restored instead of depleted?How can you practice creating energy through breath, posture, or language this week?Episode ResourcesPre-order Chanie's new book This Can't Be Normal — coming soonTake the 5 Gear Diagnostic to identify which area of your leadership is most drained — Enrollment, Staff Culture, Parent Engagement, Financial Health, or Strategic Growth. schoolsofexcellence.com/diagnostic

Good morning, good afternoon, and good evening, investors! Scott Carson here, and today we're chatting with a local Austin legend who's bleeding burnt orange and making serious moves in real estate: Ian Noble from Runsteady Investments! Ian's journey is a Marvel origin story for the modern investor – from taking over his family's dry cleaning business right out of UT to masterfully pivoting into mobile home park syndications and private lending. If you've ever felt that entrepreneurial itch for something more, or just wanted to put your money to work (instead of letting the bank get rich off it!), this episode is your blueprint.Ian's not just talking theory; he's built his empire by rolling up his sleeves, learning the ropes from the ground up (literally, pressing clothes!), and then leveraging that hard-earned knowledge to scale into bigger, better, and much more passive real estate plays. Get ready to ditch the "it's not my job" mentality and learn how to make your dollars work harder for you!In this episode, you'll learn:From Dry Cleaning Rags to Real Estate Riches: Discover Ian's unconventional path from taking over his family's Austin dry cleaning business (yes, he pressed clothes!) to selling it for 7 figures. Hear how his deep dive into operations, HR, and marketing provided the perfect entrepreneurial foundation for his real estate ventures, and why he found himself facing an "identity crisis" post-sale.The Mobile Home Park Gold Rush (and why it's NOT a "Trailer Park"): Prepare to have your mind changed! Ian unveils why mobile home parks are a hidden gem for investors, from providing affordable housing to enjoying incredibly long tenant retention (14 years average!). Learn how buying them can generate massive forced equity, provide strong cash flow, and offer fantastic depreciation benefits, often with lower operating expenses.Mastering Passive Investing with Syndications: Ian demystifies real estate syndications, explaining how he vets top-tier operators (he's always the first investor in!) and pulls together capital for large-scale projects like mobile home parks. He shares why letting go of control was a mental hurdle for this entrepreneur but ultimately led to leveraging talent and maximizing returns.Become the Bank: The Power of Private Lending Funds: Explore the world of private lending through Ian's "low-risk" fund. Discover how his team funds fix-and-flippers, securing first lien positions at conservative LTVs, providing consistent 8-10% returns. It's perfect for investors seeking stable income without market volatility – proving that sometimes, being the bank is the best gig in town!Strategic Growth & The "Give Every Dollar a Job" Philosophy: Ian shares actionable advice for aspiring investors, emphasizing that real estate is a long game and your first deal is your best teacher. Learn why it's crucial to put your money to work, give every dollar a job, and how to find the right investment vehicle (be it mobile home parks or private lending) that aligns with your risk tolerance and financial goals.Ian's story is a powerful testament to the fact that passion, smart strategy, and a willingness to get your hands dirty (or clean, in his case!) can lead to incredible financial freedom. This guy is living proof that you don't need to be born into real estate to absolutely crush it.Ready to put your money to work and maybe avoid some of those "kicked in the huevos" moments in today's market? Don't miss out on Ian's insights! Head over to runsteadyinvestments.com to grab his exclusive "cheat sheet for passive investing" – it's linked in the show notes. Go out there, take some action, and we'll see you at the top.Connect with Ian HERE!Watch the Original VIDEO HERE!Book a Call With Scott HERE!Sign up for the next FREE One-Day Note Class HERE!Sign up for the WCN Membership HERE!Sign up for the next Note Buying For Dummies Workshop HERE!Love the show? Subscribe, rate, review,Get signed up for the Next Virtual Note Buying Workshop Now!

Randi Crawford is a certified life coach and former public healthcare CEO with a unique, energetic approach to helping women redefine authority, navigate parenting transitions, and own their impact in midlife. Her work focuses on bridging the communication gap between parents and children, which is why she's writing a hilarious and insightful new book, The Pickleball Parenting Playbook.In this must-listen conversation, Randi shares her story of answering a powerful nudge from the universe and stepping into her calling, despite the initial fear of what others might think. She provides powerful strategies for slowing down to speed up, creating profound family connections, and why "action creates clarity."This episode will help you with:

If your brain feels like a filing cabinet that never closes, you're not alone.For many school leaders, memory becomes the hidden system — the thing holding birthdays, licensing dates, parent notes, staff needs, and the million invisible details that make your school run. But here's the truth: your brain was never meant to be the system.In this powerful, personal episode, Chanie shares how her once-reliable memory began to fail — and how that moment became the turning point for her leadership. Forgetting wasn't a crisis; it was clarity. It revealed that her business had outgrown her brain and was ready for real systems and rhythms that could carry the weight sustainably.If you've ever said, “I just have to remember to…” — this episode will help you see why forgetting is not failure. It's a signal that your leadership is evolving.You'll LearnWhy memory-based leadership leads to burnout and anxietyHow your brain becomes a false “system” when trust in processes is lowWhy stress pokes holes in memory — and what to build insteadHow rhythms create psychological safety and operational stabilityHow to shift from mental management to systemized leadershipPractical examples of where you may be leading from memory (and how to stop)How to trust your systems and rhythms — even when it feels uncomfortableKey Insights“Your brain and your memory are not the system. Systems and rhythms hold excellence at scale.”“The brain is for having ideas, not holding them.”“Forgetting isn't failure — it's feedback that your leadership is ready to evolve.”“When you lead from rhythm instead of recall, you build peace into your operations.”Memorable Quotes“My memory made me feel safe. But safety doesn't come from remembering — it comes from trusting the rhythm.”“Your leadership isn't breaking down. It's breaking open — to a simpler, more sustainable way to lead.”“Forgetting wasn't the problem. It was the most generous wake-up call from God.”“The brain is for having ideas, not holding them. Systems are what keep those ideas alive.”Reflection PromptsWhere in your leadership are you still using your memory as a safety net?What's one area where you could install a rhythm to replace recall?How does over-reliance on your brain create invisible weight in your day?What would it look like to trust your systems — even when your instinct is to double-check?Episode ResourcesLearn more about Chanie's upcoming book This Can't Be Normal, where she unpacks how rhythms replace over-functioning and burnout.Take the 5 Gear Diagnostic to identify which area of your leadership carries the most invisible weight — Enrollment, Staff Culture, Parent Engagement, Financial Health, or Strategic Growth. schoolsofexcellence.com/diagnostic

In this weeks' Scale Your Sales Podcast episode, my guest is Paul Fuller.   Paul's mission is to help others shine bright with the gifts they have been given. He is the CRO of Membrain, a CRM company focused on elevating the sales profession.   In today's episode of Scale Your Sales podcast, Paul shares why intuitive judgment, emotional connection, and authentic leadership remain essential—even as organizations increase their investment in AI. Offering practical guidance for CEOs and sales leaders, the conversation examines how to build high-performing teams through strong culture, people development, and thoughtful use of technology. They also discuss balancing financial goals with human fulfillment and establishing a clear roadmap for sales success through 2026.   Welcome to Scale Your Sales Podcast, Paul Fuller.     Timestamps: 00:00 AI and Human Foundations 04:25 AI Adoption: Focus Amid Uncertainty 08:28 Leadership in Evolving Organizations 11:37 Balancing Leadership and Performance Goals 15:16 Alignment Drives Success 18:44 Empowering Teams for Strategic Growth 21:43 Retrench, Focus, and Grow 25:17 Shine Bright Through Darkness 27:23 Transforming Sales, Transforming Lives   https://www.linkedin.com/in/psfuller/     Janice B Gordon is the award-winning Customer Growth Expert and Scale Your Sales Framework founder. She is by LinkedIn Sales 15 Innovating Sales Influencers to Follow 2021, the Top 50 Global Thought Leaders and Influencers on Customer Experience Nov 2020 and 150 Women B2B Thought Leaders You Should Follow in 2021. Janice helps companies worldwide to reimagine revenue growth thought customer experience and sales.   Book Janice to speak virtually at your next event: https://janicebgordon.com   LinkedIn: https://www.linkedin.com/janice-b-gordon/   Twitter: https://twitter.com/JaniceBGordon   Scale Your Sales Podcast: https://scaleyoursales.co.uk/podcast   More on the blog: https://scaleyoursales.co.uk/blog   Instagram: https://www.instagram.com/janicebgordon   Facebook: https://www.facebook.com/ScaleYourSales   And more! Visit our podcast website https://scaleyoursales.co.uk/podcast/ to watch or listen.

We wrapped Zurich with a thorough conversation with Minera Alamos EVP of Corporate Development, Darren Blasutti. We covered a lot of grown, including the an update on production from the Pan Mine and its growth potential. Darren also goes in depth on the Copperstone asset and its runway for potential production. Cerro de Oro is included as an important asset for the company's portfolio.