Podcasts about Strategic planning

In this episode, Dr. Stacy Heimburger discusses the importance of setting intentions for the new year by focusing on identity rather than just actions. She emphasizes the need to build a foundation of identity to support habit formation and introduces the concept of a focus word as a guiding principle for personal growth. The conversation also highlights the significance of community support in achieving goals and encourages listeners to reflect on their values and desired identity for the year ahead.Key Takeaways:We often fail at habits because we skip building a foundation.Changing our identity is crucial for lasting change.Focus on who you want to become, not just what to do.A focus word can help guide decisions and actions.There is no deadline for making positive changes.Community support can enhance personal growth efforts.Visualizing your future self can clarify your goals.Small, incremental changes can lead to significant growth.Your focus word acts as a filter for opportunities.You don't have to navigate this journey alone.Join Kickstart 2026!  www.sugarfreemd.com/kickstart2026Free 2-Pound Plan Call!Want to jump start your weight loss? Schedule a free call where Dr. Stacy Heimburger will work with you to create a personalized plan to lose 2 pounds in one week, factoring in your unique circumstances, challenges, and aspirations. Schedule now! www.sugarfreemd.com/2poundThis episode was produced by The Podcast Teacher: www.ThePodcastTeacher.com.

Ep.241 - Comme premier épisode de 2026, nous vous proposons de replonger dans un de nos plus importants épisodes. Nous avons eu le privilège de nous entretenir avec l'un des grands penseurs du management et de la stratégie de notre époque, le professeur Henry Mintzberg. Il discute de la définition de la stratégie, de son évolution dans un monde en constante mutation, ainsi que de l'importance de la perspective stratégique. Il aborde également les défis auxquels sont confrontées les grandes entreprises, le rôle des managers, l'écoute des clients et l'importance des partenariats. Enfin, il partage avec nous ses réflexions sur l'évolution de l'enseignement de la stratégie et de la pratique de la gestion.À retenirLa stratégie peut être vue à la fois comme un processus et comme un contenu.Les entreprises doivent s'adapter à un environnement changeant.La structure d'une entreprise peut être considérée comme sa stratégie.Les positions sur le marché évoluent constamment.Il est crucial de changer de perspective pour rester compétitif.Les objectifs peuvent parfois être un piège pour les entreprises.Les limites entre les entreprises et l'extérieur sont devenues floues.Tout le monde au sein d'une organisation peut être un stratège potentiel.La gestion est une pratique qui requiert de l'expérience et de la créativité.L'écoute des clients est essentielle à l'innovation.Henry MintzbergM. Henry Mintzberg enseigne depuis 1968 à la faculté de gestion Desautels de l'université McGill, à Montréal, où il occupe la chaire Cleghorn d'études en gestion. Il est ingénieur diplômé de l'université McGill et détient une maîtrise et un doctorat de la Sloan School of Management du Massachusetts Institute of Technology.Il est l'auteur de 21 livres (Simply Managing, Structure in Fives (and Sevens in 2023), The Rise and Fall of Strategic Planning, Managers not MBAs, Managing the Myths of Health Care, and Bedtime Stories for Managers) et de 180 articles scientifiques sur le management et la stratégie dont deux articles primés dans la Harvard Business Review.  Il est également le récipiendaire de vingt et un diplômes honorifiques décernés par des universités du monde entier dont Paris IX-Dauphine, l'université de Lausanne et l'institut Mines-Télécom. M. Mintzberg a cofondé l'International Master's Program for Managers et l'International Masters for Health Leadership tous les deux enseignés à l'université McGill, ainsi que l'entreprise CoachingOurselves.com, toutes des initiatives novatrices permettant aux managers en exercice d'apprendre ensemble à partir de leur propre expérience.M. Mintzberg est officier de l'Ordre du Canada et officier de l'Ordre national du Québec, ainsi que membre de la Société royale du Canada, le premier provenant d'une faculté de gestion. Accédez aux notes ici: https://www.intelliaconsulting.com/podcast Activez les bases de votre pensée stratégique (gratuit): Le Sprint de l'Action Stratégique Allez plus loin: Chaque semaine, recevez conseils et perspectives afin de développez votre impact stratégique - Abonnez-vous à notre lettre hebdomadaire

Vincent A. Lanci discusses the cyclical nature of personal development, especially during the summer months. Lanci shares three brutal truths that entrepreneurs must confront: the disconnect between growth and cash flow, the need for resilience in adversity, and the importance of building systems for long-term success. He encourages listeners to reflect on their failures and to focus on creating a legacy through effective systems and processes. Also, emphasizing the importance of strategic planning as we approach the end of the year.As you listen: 00:00 The Cyclical Nature of Personal Development00:47 Strategic Planning for the New Year02:40 Financial Truths: The Apple Struggle03:37 Resilience Through Adversity06:27 Building Systems for Long-Term Success09:15 Growth and Business Analytics12:03 Global Reach and Audience Insights

AdTechGod and Anthony Katsur discuss the evolving landscape of the advertising industry, particularly focusing on the concept of Agentic AI. They explore the current hype surrounding Agentic AI, its potential impact on digital media buying and selling, and the challenges related to privacy and measurement. The discussion also touches on the future of ad operations, the implications of AI browsers, and the strategic planning necessary for navigating these changes. Katsur emphasizes the need for foundational work in the industry while acknowledging the innovative potential of Agentic AI. Takeaways The advertising industry is experiencing unprecedented changes, particularly with the rise of Agentic AI. Agentic AI has the potential to introduce efficiencies in digital media trading, but it's still in early stages. There's significant hype around Agentic AI, but tangible results are yet to be seen. Privacy challenges remain a critical concern as AI technologies evolve. The future of ad operations will likely see a slowdown in hiring due to the automation capabilities of AI. AI browsers may change how content is presented and consumed online. Strategic planning is essential for navigating the evolving landscape of advertising technology. The industry must focus on foundational issues like supply chain transparency and measurement challenges. Agentic AI may not replace existing protocols, but can enhance them. The future of AI in advertising will involve a mix of successes and failures as the technology matures. Chapters 00:00 Introduction to the Agentic Era 02:14 Understanding Agentic AI in Digital Media 05:57 The Hype Cycle of Agentic AI 08:51 Challenges in Privacy and Measurement 10:47 The Future of Ad Operations 12:02 The Concept of Agentic Interfaces 14:39 Impact on Hiring and Talent Dynamics 19:04 AI Browsers and Their Implications 22:04 Strategic Planning and Industry Trends 24:51 The Future of Agentic AI and Potential Failures Learn more about your ad choices. Visit megaphone.fm/adchoices

In this uplifting New Year's episode of "It's the Bottom Line That Matters," Jennifer Glass, Daniel McCraine, and Patricia Reszetylo engage in a thoughtful conversation about closing out 2025 and making the most of the opportunities that 2026 brings. Together, they encourage listeners to view the turning of the calendar as 365 new pages for both personal and professional growth. Jennifer Glass shares her mission to support 10 million businesses by 2040, highlighting the critical role small businesses play in job creation and the broader economy, while also discussing her ongoing philanthropic work with nonprofits like St. Jude's Children's Hospital.Each of the hosts contribute their own perspectives, with Daniel McCraine excited about business expansion and upcoming family travels, and Patricia Reszetylo focused on launching a real estate project and navigating the challenges of fundraising. The group discusses the value of setting more frequent, manageable goals—such as monthly targets—instead of relying solely on annual resolutions. As part of "Good Riddance Day," each speaker also shares what they're letting go of as the year wraps up: whether it's tedious work, unhelpful habits, or the pervasive negativity from election cycles. The episode closes with well wishes for a prosperous 2026 and a reminder to approach the new year with optimism, strategic planning, and a commitment to making a meaningful impact in both business and the wider community.KEYWORDS: holidays, success, goals, annual goals, monthly goals, goal setting, strategic planning, business expansion, travel, high school graduations, family reunion, vacation, real estate project, fundraising, small business growth, mission, nonprofit organizations, St. Jude's Children's Hospital, supporting children, making a difference, small business community, job creation, good riddance day, chopping block, deadlines, working strategically, planning, negativity, election cycles, primary ads, loyal listenersHere are 3 key takeaways from this special New Year's episode:Set Monthly Goals, Not Just Yearly Ones: Jennifer Glass encourages breaking your goals into smaller, manageable chunks to allow easier pivoting and real-time adjustments throughout the year.Let Go to Grow: Both Patricia Reszetylo and Daniel McCraine discuss the importance of letting go of tedious tasks and ineffective strategies to focus on what matters most—whether that's working smarter, expanding your business, or simply being more strategic.Impact Beyond Business: Supporting non-profit initiatives and contributing to causes you care about, as Jennifer Glass does with St. Jude's Children's Hospital, enriches both the business community and your personal sense of purpose.Wishing you a wonderful 2026 filled with growth, fulfillment, and success!What are you looking forward to letting go of—or achieving—in the New Year? Let's inspire each other in the comments.

S4:E203 David summarizes the past week in Venture and then looks back at the most significant events in Venture for 2025. He then follows with some strategic planning ideas for Angels and Founders in 2026. (recorded 12.28.25)Follow David on X at https://x.com/DGRollingSouth Connect On LinkedIn with David at https://www.linkedin.com/in/davidgrisell/ Follow Paul on X at https://x.com/PalmettoAngel Connect On LinkedIn with Paul at https://www.linkedin.com/in/paulclarkprivateequity/ We invite your feedback and suggestions at www.ventureinthesouth.com or email david@ventureinthesouth.com.

Ready to see how much cash is hiding in your business? Get your free Financial Health Check now: coltivar.com/check You probably think you have a strategy. But is it actually working?Steve breaks down how to tell if your strategy is helping you win or quietly holding you back. He explains why most teams can't clearly explain the strategy, why the numbers don't lie, and how profits, cash flow, and return on invested capital reveal the truth. If your business feels busy but stuck, this episode will help you see why._______________________________________Disclaimer:The views expressed here are those of the individual Coltivar Group, LLC (“Coltivar”) personnel quoted and are not the views of Coltivar or its affiliates. Certain information contained in here has been obtained from third-party sources. While taken from sources believed to be reliable, Coltivar has not independently verified such information and makes no representations about the enduring accuracy of the information or its appropriateness for a given situation.This content is provided for informational purposes only, and should not be relied upon as legal, business, investment, or tax advice. You should consult your own advisers as to those matters. References to any securities or digital assets are for illustrative purposes only, and do not constitute an investment recommendation or offer to provide investment advisory services. The Company is not registered or licensed by any governing body in any jurisdiction to give investing advice or provide investment recommendations. The Company is not affiliated with, nor does it receive compensation from, any specific security. Please see https://www.coltivar.com/privacy-policy-and-terms-of-use for additional important information. LinkedIn | YouTube coltivar.com

Merry Christmas, friend!

See Gol Bezan's exclusive interview with Aryan Ghasemi, former #teammelli interpreter and international relations manager and current FIFA relations manager. In this episode, Ghasemi reviews his time assisting Carlos Queiroz during his two stints in charge and the experience of three consecutive FIFA World Cups. Gol Bezan panelists Sina Sadrzadeh, Arya Allahverdi, and Samson Tamijani ask Ghasemi about the past and present highs and lows of the national team and his thoughts on Iran's draw in the 2026 FIFA World Cup. CHAPTERS: 0:00 - Aryan Ghasemi Shares His Journey to Team Melli 7:59 - Loyalty, Respect, and Building a Football Ecosystem 23:14 - Strategic Planning and Navigating Federation Obstacles 36:18 - Controversies, Player Development, and European Ambitions 44:59 - 2022 World Cup and Protecting Players During Protests 1:04:40 - Favourable 2026 Draw, and Emerging Talents Follow us on social media @GolBezan, leave a like/review & subscribe on the platform you listen on - YouTube, Spotify, Apple Podcasts, Google Podcasts, SoundCloud, Amazon, Castbox. Panel: Sina Sadrzadeh, Arya Allahverdi, Samson Tamijani, Aryan Ghasemi Editor: Samson Tamijani Graphics: Mahdi Javanbakhsh Subtitles: Kian Bonakdar, Imann Mosleh Intro Music: CASPIAN by ASADI https://instagram.com/dannyasadi https://smarturl.it/CASPIAN Outro Music: K!DMO https://instagram.com/kidmo.foreal Sina - https://twitter.com/IranFooty Arya - https://twitter.com/Arya_Allahverdi Aryan - https://instagram.com/aryan.ghasemi Samson - https://twitter.com/GBPSamson Mahdi - https://twitter.com/mativsh https://youtube.com/@UCKwPPeXDBpdpJWLb1U1cBSw Kian - https://twitter.com/KianB575 Imann - https://instagram.com/amuimann https://twitter.com/GolBezan https://twitter.com/GolBezanFarsi https://instagram.com/GolBezan https://facebook.com/GolBezanPodcast https://tiktok.com/@golbezan

In a special December episode of Property Investing Insights with Right Property Group, Phil Tarrant, co-host Victor Kumar, and guest Melissa Matheson wrap up the Design Your Decade series, reflecting on key lessons from property investment over 2025. The episode reviews insights from the series, sharing practical strategies, case studies, and real-world examples of building and optimising investment portfolios. Matheson illustrates how disciplined planning, strategic sell-downs, and professional guidance can streamline a portfolio for better long-term outcomes. With support from Kumar and the Right Property Group, she refined her holdings to a 10-property portfolio valued at nearly $10 million, with manageable debt. The conversation covers common challenges investors face, including refinancing, cash flow management, and navigating lending and tenant issues. Kumar emphasises that goal-setting, patience, and adaptability are key traits for successful investors. Matheson's story reinforces that property investment is a long-term, strategic process rather than a quick path to wealth.

In a special December episode of Property Investing Insights with Right Property Group, Phil Tarrant, co-host Victor Kumar, and guest Melissa Matheson wrap up the Design Your Decade series, reflecting on key lessons from property investment over 2025. The episode reviews insights from the series, sharing practical strategies, case studies, and real-world examples of building and optimising investment portfolios. Matheson illustrates how disciplined planning, strategic sell-downs, and professional guidance can streamline a portfolio for better long-term outcomes. With support from Kumar and the Right Property Group, she refined her holdings to a 10-property portfolio valued at nearly $10 million, with manageable debt. The conversation covers common challenges investors face, including refinancing, cash flow management, and navigating lending and tenant issues. Kumar emphasises that goal-setting, patience, and adaptability are key traits for successful investors. Matheson's story reinforces that property investment is a long-term, strategic process rather than a quick path to wealth.

In this episode of History's Mysteries, we're diving into one of the bloodiest and most debated events in early modern Europe: the St. Bartholomew's Day Massacre. Thousands of French Protestants were brutally murdered in August 1572, after what was supposed to be a royal wedding that symbolized peace. Historians have argued for centuries about who was responsible — and today, we're asking the big question: Did Catherine de Medici order it? This episode blends historical analysis, feminist storytelling, and intuitive tarot reading to look at Catherine de Medici not as a caricature, but as a complex political operator navigating power, survival, and legacy in a brutal era. If you'd like to find more Tandy you can find her on instagramIf you want to try Unicorn Wellness for 30 days head here: https://www.unicornwellnessstudio.com/30-day-guest-access Timestamps: 00:00 Introduction and Special Guest Announcement 00:47 History's Mysteries Series Overview 01:36 Meet Tandy: The Wellness Witch 03:38 The Saint Bartholomew's Day Massacre 10:40 Catherine de' Medici's Role in the Massacre 11:44 Tarot Reading: Did Catherine Call for the Murder? 15:35 Card 1: The Seven of Cups 17:33 Strategic Planning and Power Dynamics 23:38 Card 2: Four of Wands 24:47 The Gloves Are Off: A Violent Message 26:21 Catherine de Medici's Disconnect and Strategy 38:03 Card 3: The Hierophant Card Queens podcast is part of Airwave Media podcast network. Please get in touch with advertising@airwavemedia.com if you would like to advertise on our podcast. Want more Queens? Head to our ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Patreon⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠, check out our⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ merch store⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠, and follow us on ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Instagram⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠! Never miss a Queens Podcast happening! Sign up for our newsletter: https://eepurl.com/gZ-nYf Learn more about your ad choices. Visit megaphone.fm/adchoices

What You'll Learn:In this episode, host Patrick Adams interviews Natalie Howden, a new team member at Lean Solutions, about her career journey and the importance of standard work in Lean environments. Natalie shares her background in pharmaceuticals, lithium-ion, and office furniture, highlighting her transition from a scientist to a Lean Six Sigma Black Belt. She emphasizes the value of standard work in achieving consistency and improving processes, using examples from her experience.About the Guest:As an Executive Lean Coach at Lean Solutions, Natalie Howden helps organizations transform how they operate by reducing waste, accelerating flow, and embedding continuous improvement into everyday culture. Lean Solutions' mission is to empower people through training, coaching, and talent solutions. Building the skills, systems, and culture needed for sustainable success.Partnering with organizations across manufacturing, healthcare, services, and professional industries, Natalie identifies inefficiencies and quality gaps and applies proven lean tools to redesign processes and deliver greater value with fewer resources. Through coaching leaders and teams, she builds lasting problem-solving capabilities and drives sustained performance by aligning systems, structures, and behaviors with lean thinking.Links:Natalie Howden's LinkedInLean Solutions 2026 SummitLean Solutions Website

December is basically a holiday obstacle course — and if you're feeling like your routines are slipping through your fingers, this episode is your safety net. Today, we're breaking down how to stay consistent without perfection, pressure, or pretending you suddenly have more free time than you actually do. Spoiler: you don't.Instead, I'm giving you The Bare-Minimum Blueprint — tiny, doable, non-negotiable habits that keep you feeling grounded and in control, even when life looks like a glitter-covered circus.Inside the episode, we cover:✨ Why December is exactly the time to simplify✨ How to stop the all-or-nothing spiral before it starts✨ Why “bare minimum” isn't slacking — it's strategy✨ Six tiny habits you can pick from (choose 1–3!)✨ Micro habits you can do even while traveling✨ How these small actions build the identity you want for JanuaryYou'll walk away knowing exactly what your “no matter what” habit is — the one thing you'll do to support yourself through the rest of the year.Want a place to track your bare-minimum blueprint? Grab my free Habit Tracker here: 

Do you want to work fewer hours each week? We can get you on track to make it happen! Take charge now and plan ahead for a healthier, happier 2026 as a business owner. When you join our Better Business Better Life program, our guarantee to you is that you will shave 10 hours off your workweek, go home at a set time each day to be fully unplugged and present with your family, and take your weekends off. We guarantee all of these things to happen within the first 30 days of our program! If you want 2026 to be a better year than 2025, book a call with us today! Let's jump into Part 2 of our Strategic Planning Series. We are outlining the structure, tools, and techniques to guide your success. Grab your Strategic Planning Workbook and your Annual Business Planner (available here!), and join us to design more intentionally for 2026!Profit by Design is a Tap the Potential production. Show Highlights:Circumstances change; your mindset is the key to success!Mere survival action will put you right back where you are a year from now. Evaluate your Wheel of Life and your levels of satisfaction.Identify your immutable laws by using powerful questions.Two key aspects of your business: Identify the sweet spot of your business and plan your profitability for the next year.What profit and owner's pay are hiding in plain sight in your business right now?Your opportunity to reach out for help is NOW!Dr. Sabrina's instructions for using the Strategic Planning Workbook for its greatest potential, along with the Annual Business PlannerEnvision the life you can look forward to in 2026!Resources:Download your Strategic Planning Workbook and Annual Business Planner now! Click here.Ready to take your life back from your business? Want more time for what matters most and more money in your bank account than ever? Book a call with us today! Master your time and profit! Give us 20 minutes of your time, take the Better Business Better Life Assessment, and receive a free paperback copy of my book, The 4 Week Vacation®️.Join the Tap the Potential Community on Mighty Networks: www.tapthepotential.com/group Mentioned in this episode:Better Business Better Life!Working harder and not getting paid? Feeling behind? Is your family tired of you being too busy to spend time with them? You deserve better! With Tap the Potential, we'll show you exactly what to prioritize in your business to finally take your life back without sacrificing growth. 95% of our clients achieve our promised result of more time for what matters most and more money in your bank account than ever. You can have this. Join us inside the Better Business, Better Life Program. Go to http://TapThePotential.com and book your call today!

How do volunteer leaders move from being seen as “extra hands” to strategic drivers of mission success? In this episode of the Volunteer Nation Podcast, Tobi Johnson is joined by Chris Wade and Matthew Cobble, co-hosts of the Time for Impact Podcast in the UK, for a practical and thought-provoking conversation about building influence through impact. Together, they explore why volunteering needs to be reframed as community participation and talent, not just unpaid labor and how leaders of volunteers can use data, stories, and strategic thinking to elevate their role inside organizations. This episode goes beyond counting hours or outputs and dives into how volunteer engagement directly contributes to outcomes, organizational strategy, and long-term change. Full show notes: 193. Building Influence with Impact with Chris Wade and Matthew Cobble Building Influence - Episode Highlights [00:31] - Introducing Special Guests: Chris Wade and Matthew Cobble [01:12] - Building Influence with Impact [01:57] - Meet Chris Wade: A Leader in Volunteerism [03:58] - Meet Matthew Cobble: A Journey in Volunteer Engagement [07:42] - The Importance of Volunteerism in Today's World [12:42] - Volunteers as a Strategic Asset [14:10] - Measuring Impact and Building Influence [24:12] - Challenges and Solutions in Volunteer Leadership [31:15] - Hypotheses and Program Design [32:18] - Vision Week and Volunteer Planning [33:06] - Shifting Mindsets on Volunteerism [34:12] - Strategic Planning and Data Utilization [36:13] - Design Thinking in Volunteer Management [37:39] - Collaborative Data Collection [40:32] - Practical How-Tos for Volunteer Impact [42:46] - Measuring Volunteer Impact [53:44] - Collecting Evidence and Surveys Helpful Links VolunteerPro Impact Lab  2025 Volunteer Management Progress Report – The Recruitment Edition  Time for Impact Podcast, Tobi Johnson on the Challenging, Brave Journey of Volunteer Leadership  Volunteer Nation Episode #175: Outputs vs Outcomes: Why Counting Hours Isn't Enough Info on Lewin's Force Field Analysis Info on Balanced Scorecard for Nonprofits  Info on the Double Diamond Design Process  Info on the Outcomes Star   Thanks for listening to this episode of the Volunteer Nation podcast. If you enjoyed it, please be sure to subscribe, rate, and review so we can reach more people like you who want to improve the impact of their good cause. For more tips and notes from the show, check us out at TobiJohnson.com. For any comments or questions, email us at WeCare@VolPro.net.

Ready to see how much cash is hiding in your business? Get your free Financial Health Check now: coltivar.com/check  Mission, vision, and values aren't the problem, but stopping there is.In this episode, Steve explains why most companies mistake dreaming for strategy, how shrinking margins are really created, and what strategy actually looks like when it's tied to numbers, cash flow, and real constraints. If your business feels busy but stuck, this episode will change how you think about strategy. _______________________________________Disclaimer:The views expressed here are those of the individual Coltivar Group, LLC (“Coltivar”) personnel quoted and are not the views of Coltivar or its affiliates. Certain information contained in here has been obtained from third-party sources. While taken from sources believed to be reliable, Coltivar has not independently verified such information and makes no representations about the enduring accuracy of the information or its appropriateness for a given situation.This content is provided for informational purposes only, and should not be relied upon as legal, business, investment, or tax advice. You should consult your own advisers as to those matters. References to any securities or digital assets are for illustrative purposes only, and do not constitute an investment recommendation or offer to provide investment advisory services. The Company is not registered or licensed by any governing body in any jurisdiction to give investing advice or provide investment recommendations. The Company is not affiliated with, nor does it receive compensation from, any specific security. Please see https://www.coltivar.com/privacy-policy-and-terms-of-use for additional important information. LinkedIn | YouTube coltivar.com

In this episode, Michael S. Smith, MD, MBA, Associate System Chief of Gastroenterology for Clinical Operations and Strategic Planning at The Mount Sinai Health System and Associate Professor of Medicine at the Icahn School of Medicine at Mount Sinai, discusses key trends in GI care, late cancellations, telehealth, AI adoption, and how strong leadership and culture can support both providers and patients.

Think your brain is too busy to meditate? Think again. In this episode, Dr. Stacy shows you how meditation is really just training your brain to come back — not emptying your mind or sitting perfectly still.You'll learn quick, doable “mini-meditations” that take 10–60 seconds and actually fit into real life, including:The 10-second breathGrounding through your feet“What do I see/hear?” resetsOne-breath-before-you-eatSensory focus tricksMusic, shower, cooking, and walking meditationsForest bathing (yes, with real science!)Perfect for the easily distracted, overcommitted, holiday-season human who wants more calm, more focus, and fewer impulse decisions around food.

It's become an annual tradition to share our Strategic Planning Series with our listeners, and there is no better time to do it than right now, on the cusp of a new year. Dr. Sabrina Starling hosts this two-part series that begins with this episode. She is “The Business Psychologist” and the author of the international bestselling series, How to Hire the Best, and The 4 Week Vacation book. In today's episode, Dr. Sabrina shines a spotlight on your $10,000 an hour activities for these last couple of weeks of 2025. Utilizing your time in $10,000 an hour activities only comes through thoughtful reflection and planning, and we are here to help! Be sure you've downloaded the accompanying resources here. Let's get started!Profit by Design is a Tap the Potential production. Show Highlights:A common flaw shared by most business ownersThe time between Christmas and New Year's Day is valuable; don't waste it!Bolster your resilience with reflection AND celebration.Evaluate your 2025: What have you experienced?Your happiness depends upon your mindset.The Gift to Yourself Exercise: How this exercise brings peace of mindThe value of journaling by hand Resources:Get your Strategic Planning Workbook now! Click here.Ready to take your life back from your business? Want more time for what matters most and more money in your bank account than ever? Book a call with us today! Master your time and profit! Give us 20 minutes of your time, take the Better Business Better Life Assessment, and receive a free paperback copy of my book, The 4 Week Vacation®️.Join the Tap the Potential Community on Mighty Networks: www.tapthepotential.com/group Mentioned in this episode:Better Business Better Life!Working harder and not getting paid? Feeling behind? Is your family tired of you being too busy to spend time with them? You deserve better! With Tap the Potential, we'll show you exactly what to prioritize in your business to finally take your life back without sacrificing growth. 95% of our clients achieve our promised result of more time for what matters most and more money in your bank account than ever. You can have this. Join us inside the Better Business, Better Life Program. Go to http://TapThePotential.com and book your call today!

Keith Scott, K.L. Scott & Associates (KLSA), on Modernizing Government Technology, Strategic Planning, and Citizen Experience (North Fulton Business Radio, Episode 922) On this episode of North Fulton Business Radio, host John Ray welcomes Keith Scott, CEO of K.L. Scott & Associates (KLSA), a management and IT consulting firm based in Alpharetta. With over 32 years […]

We are joined by two leaders from Aminex Therapeutics, Mark Burns, President & CSO, and Jeff Judson, VP of Strategic Planning & Investor Relations, to discuss the groundbreaking development of Aminex 1501, a novel cancer therapy that is transforming oncology. This conversation dives into the science behind this innovative therapy, its distinctive funding journey, the promising clinical trial results, and the collaboration with CTI. Listen now to explore the significance of FDA orphan drug designation and what it means for advancing innovative treatments for rare cancers. 00:10 Aminex 1501 is introduced, along with its mission to fight cancer by removing essential growth factors from tumors, stimulating the immune system 00:43 The drug's effectiveness across a wide range of solid tumors, showcasing its tumor-agnostic approach 01:11 Mark shares the origin of Aminex, highlighting its unique funding by angel investors outside biotech and the absence of venture capital 02:01 Why they chose CTI as a partner: technical competence, responsiveness, and Midwest values 03:18 How the therapy removes polyamines from tumors, leading to profound immune responses in animal models 04:11 The team discusses receiving FDA orphan drug designation for neuroblastoma and ongoing pediatric trials at Penn State University 05:15 Insights into the treatment of six rare childhood cancers, with a focus on improving quality of life and minimizing side effects 05:56 Breast cancer and melanoma identified as promising indications for future focus, with neuroblastoma and others also in scope 06:23 Recap of clinical trial progress and milestones  07:19 Recognition of patients as heroes in advancing cancer therapeutics 08:03 How the therapy trains the immune system to recognize and attack cancer 08:57 The inspiration behind targeting polyamines and the development of DFMO and Aminex 1501 10:00 Anecdotes about early animal studies, dramatic tumor shrinkage, and the motivation to continue research 12:13 The team's passion for improving patient outcomes and the importance of collaboration 13:00 Information for patients interested in joining trials, with details on upcoming clinics and how to find more information on clinicaltrials.gov 

Today's episode is a great one! We interviewed Gary Hamer, the current Director for Strategic Planning at Partner Tulsa, but his previous role with the City of Tulsa led to the implementation of a locally owned, full service grocery store in an underserved area of Tulsa, Oklahoma. In this episode we cover how Gary, as a planner, was able to use federal funds to assist in building a community led grocery store, lessons learned and the importance of community engagement and community leaders, as well as the impact of local businesses to the economics and livability of a city or neighborhood.  Learn more about the Oasis Grocery store:Planning Magazine: Partnerships and Federal Funding Build an Oasis in a Food Desert He Opened the First Black-owned Grocery Store in Tulsa in 50 Years (video)Oasis Fresh Market Opens in North Tulsa (video)Want to be a part of the podcast? Send in an email! The team behind the upcoming Better Planners podcast wants to hear from you about the real life issues you handle as a planner. What are the honest, gritty, wicked problems you find yourself managing? To share your experiences, email betterplannerspodcast@gmail.com Your message might end up in one of the upcoming podcast episodes. You can be as anonymous or as identifiable as you want. Where to find us:Website: https://oregon.planning.org/community/betterplannerspodcast/Instagram: @betterplanners

Keywords: business development, entrepreneurship, leadership, tax planning, financial growth, relationship management, service-based businesses, strategic planning, client success, business transformation Summary: In this engaging conversation, Michael Walsh shares his extensive experience in business development, transitioning from tax planning to empowering businesses to grow sustainably. He emphasizes the importance of relationships, delegation, and creating an intelligent ecosystem within organizations. Michael discusses the complexities of managing growing teams and the need for strategic planning to navigate these challenges. He also highlights the significance of finding the right people and fostering a culture that values contributions, ultimately leading to greater success and impact. Takeaways: Michael has run his firm for over 30 years. He transitioned from tax planning to business development. Delegation is key to business growth and efficiency. Combining commerce and economics provides a powerful perspective. Business growth changes management dynamics significantly. Relationships are crucial for business success. The power dynamics in business have shifted to knowledge workers. Creating an intelligent ecosystem is essential for growth. Complexity increases with team size, requiring effective management. Finding the right people is critical for business success. Titles Unlocking Business Growth: Insights from Michael Walsh The Power of Relationships in Business Development Sound bites "You can only save somebody so much tax." "Every business absolutely needs structure." "It's not about the money, it's about freedom." Chapters 00:00 Introduction and Background 03:59 Transitioning to Business Development 09:13 Starting His Own Business 12:45 The Evolution of Business as It Grows 16:38 Empowering Employees for Success 19:57 Shifting Power Dynamics in the Workplace 24:26 The Complexity of Growing Teams and Relationships 28:49 The Value of Top Talent in Service-Based Industries 30:47 Growing Businesses: Balancing Quality and Demand 33:38 Strategic Planning for Impact and Growth 36:57 Exploring Business Growth in the UK 39:18 Transforming a Small Business 40:44 Understanding Business Growth Challenges 42:33 Identifying Danger Zones in Business 43:27 Framework for Sustainable Business Growth 45:05 Defining the Ideal Client Profile 47:02 The Importance of Freedom in Entrepreneurship 49:22 Building a Powerful Business Ecosystem 52:13 The Power of People in Business 55:03 Engaging with Clients and Resources

In this episode of SoundPractice, host Mike Sacopulos explores the critical skill of strategic thinking with Michael Gardner, MD, vice president and administrator of Women's and Children's Hospital at University Health in San Antonio, Texas. Gardner shares his extensive journey through physician leadership and breaks down why strategic thinking is essential for physicians who want to shape the future of healthcare. Michael Gardner is board certified in obstetrics and gynecology as well as maternal fetal medicine. He is a certified physician executive (CPE) and in 2025 became a fellow of the American Association for Physician Leadership. Why strategic thinking matters for physicians: Physicians bring a unique perspective that is essential for improving American healthcare. With healthcare consuming roughly 20% of GDP and outcomes that lag behind other developed nations, physician leaders must actively participate in strategic decision-making rather than exclude themselves from these conversations. Strategic vs. clinical thinking: While clinical thinking focuses on immediate patient care with narrow attention to detail, strategic thinking requires a broader view of internal and external environments, long-term organizational goals, and the ability to embrace foresight and ambiguity. The key difference lies in scope and timeline — strategic thinking means planning months and years ahead. Strategic thinking can be learned: Though some physicians may naturally gravitate toward systems-level thinking, strategic thinking is a skill that can be developed through mentorship, education, practice, and progressive leadership experiences. Starting with smaller leadership roles and building confidence prepares physicians for larger strategic challenges. Physician leaders as translators: Successful physician leaders must learn to speak both clinical and business languages. While they don't need to match their CFO's financial expertise or their COO's operational knowledge, they must understand enough to communicate effectively with administrative colleagues and translate strategic concepts back to medical staff. Gardner and his colleague Mark Guadagnoli, PhD, are developing a strategic thinking and planning course series for AAPL, including: - An online strategic thinking course - "The Who, What, Where, and When of Strategic Planning" course - A hybrid strategic planning workshop in 2026 where participants will create actual strategic plans with ongoing guidance and feedback. Learn more about the American Association for Physician Leadership at www.physicianleaders.org

Hire Yourself Podcast with Pete GilfillanCorporate leaders spend decades building skills in strategy, leadership, operations, and customer experience. What many executives don't realize is that these same skills translate directly into successful franchise ownership.In this reuploaded episode, Pete Gilfillan breaks down how senior-level executives can use their corporate training to build and scale a business of their own. If you've ever wondered whether your background gives you an advantage in entrepreneurship, the answer is absolutely yes.In this episode, Pete discusses:Strategic Planning & Execution Executives know how to build long-term plans, set KPIs, and align teams to a shared vision — the exact skills needed to launch and scale a franchise.Leadership & Team Building Hiring, training, motivating, and culture-building are second nature to corporate leaders. Franchise owners with leadership experience outperform quickly.Financial Acumen Numbers drive business success. Budgeting, forecasting, and analyzing margins help executives build profitable locations faster.Operational Excellence Corporate-trained leaders know how to build systems, SOPs, and efficient processes — a major advantage in franchising.Risk Management Skills Assessing threats, evaluating opportunities, and making smart decisions translate directly into smart franchise ownership.Networking & Relationship Building Executives bring decades of contacts and influence to the table, creating partnerships and customer relationships that fuel growth.Continuous Learning & Adaptability The corporate environment teaches leaders to evolve quickly — a must-have skill for running a business.Customer-Centric Thinking Executives understand service excellence and can elevate customer experience far beyond competitors.Community Engagement Building relationships locally, sponsoring events, and getting involved drives brand visibility and trust.Key Takeaways:Corporate experience gives you a serious head start in franchise ownership.Leadership, strategy, financials, and customer focus directly accelerate business success.As corporate demand for senior executives shrinks, entrepreneurship creates new opportunity.Your skills can build your own wealth instead of someone else's.Franchise ownership gives you control, income security, and a scalable path forward.“You've spent years learning how to build things for others. It might be time to use that experience to build something for yourself.” — Pete GilfillanCONNECT WITH PETE GILFILLAN:

A practical 10-step guide to creating your small business strategic plan for the year ahead. Show Notes Page: https://www.thehowofbusiness.com/590-annual-strategic-planning/ In this episode, Henry Lopez breaks down how to create a clear and practical strategic plan for the year ahead, without overcomplicating the process. Strategic planning gives small business owners a roadmap for growth, helping them stop reacting and start leading with intention. Henry walks through a 10-step framework that includes reviewing the previous year, refining your vision, conducting a SWOT analysis, defining strategy, setting goals and KPIs, breaking plans into quarterly actions, budgeting, and executing with discipline. He also explains why strategic planning matters even when circumstances change: "If we don't plan, then you really have no path to follow… things will happen to you instead of you making things happen." This episode is designed to help you clarify where you're going, stay aligned with your long-term vision, make smarter decisions about limited resources, and create a focused plan you can adjust throughout the year. You'll also learn Henry's five best-practice tips for more effective planning, starting with basing everything on reality, limiting priorities, tracking KPIs consistently, assigning ownership, and ensuring everything leads to real action. If you want to enter the next year with clarity, confidence, and intention, this episode provides the structure you need. This episode is hosted by Henry Lopez. The How of Business podcast focuses on helping you start, run, grow and exit your small business. The How of Business is a top-rated podcast for small business owners and entrepreneurs. Find the best podcast, small business coaching, resources and trusted service partners for small business owners and entrepreneurs at our website https://TheHowOfBusiness.com

Kim Hopkins, executive director of the Shanthi Project, talks with J about the not-for-profit work of providing yoga and mindfulness education to children and adults. They discuss different phases of the organization and where things were when Kim took over in 2023, working at Sony Music, revenue structures and fund development plans, substituting the term yoga for mindfulness, importance of data collection and research, having an in person space, bases of support, and the long game of creating meaningful change.   To subscribe and support the show… GET PREMIUM. Say thank you - buy J a coffee. Check out J's other podcast… J. BROWN YOGA THOUGHTS.    

Simon talks to Anne Shoup, Senior Advisor for Strategic Planning & Projects at Protect Our Care and boy was it lively! Is the American public trustworthy enough to make their own decisions about their healthcare funds or should the money be put into the hands of the insurance companies? The conversation got a little intense but definitely interesting!

If you've ever had one “off-plan” moment and immediately thought, “Well… I blew it. I'll just start again in January,” this episode is your new holiday survival guide.December is basically a giant obstacle course — school events, travel, office parties, cookies multiplying like they're trying to take over the world. Your routines will absolutely get shaken up… but that doesn't mean your progress has to.Today, I'm teaching you how to turn any slip-up into momentum using one simple mindset shift and a powerful 60-second evaluation tool. No shame. No spiraling. No “I'll start over Monday.”Inside this episode:✨ Why slip-ups are neutral data, not moral failures ✨ The 4 evaluation questions that turn mistakes into strategy ✨ What makes restarting feel SO hard (hint: brain momentum + dopamine) ✨ How to use a “Minimum Reset Step” to reboot your habits fast ✨ The 6-Hour Turnaround for getting back on track the SAME day ✨ Why compassion—not perfection—is what actually creates consistencyWhether you overate at a holiday party, skipped meals all day, or had a “cookie ambush” moment at work, this episode shows you exactly how to recover quickly… and confidently.Want support building habits that actually stick (without all-or-nothing thinking)?Grab my free habit tracker here → www.sugarfreemd.com/habitsIt's the tracker I teach all my patients—because progress counts even when it's imperfect.Free 2-Pound Plan Call!Want to jump start your weight loss? Schedule a free call where Dr. Stacy Heimburger will work with you to create a personalized plan to lose 2 pounds in one week, factoring in your unique circumstances, challenges, and aspirations. Schedule now! www.sugarfreemd.com/2poundThis episode was produced by The Podcast Teacher: www.ThePodcastTeacher.com.

From jumping straight to deal structure to building repeatable acquisition programs that scale, Corey Kupfer shares the exact whiteboarding process he uses with clients to create successful deal programs across M&A, joint ventures, licensing, and any deal-driven growth strategy. In this solocast episode of the DealQuest Podcast, host Corey Kupfer walks through the five critical steps that must come before deal structure when building a repeatable deal program. Drawing on 35+ years of deal-making experience and countless whiteboarding sessions that have helped create platforms completing dozens of transactions, Corey reveals why most attorneys start in the wrong place and how proper planning separates successful programs from expensive mistakes. WHAT YOU'LL LEARN: In this episode, you'll discover why deal structure should be the sixth step in your process, not the first, and how to identify your personal and business motivations before pursuing any deal program. Corey shares the five whys technique from Honda's former CEO to uncover your real drivers, how to define your ideal target or partner profile to avoid wasting time on opportunities that don't fit your strategic criteria, and why your value proposition must differentiate you from competitors who may have more capital. You'll learn how to assemble the right deal team with both internal and external expertise, why building a repeatable model before doing individual deals prevents cap table nightmares and integration problems, and the power of having template documents ready to demonstrate you're a serious player. The framework applies whether you're pursuing acquisitions, joint ventures, licensing deals, franchising, or any other deal-driven growth approach. THE WHITEBOARDING PROCESS: Most clients come to Corey asking about deal structure. What should the terms be? Should they pay cash or offer equity? What about earnouts? These are important questions, but they're not where you should start. After doing whiteboarding sessions with countless clients over 35 years, Corey can say with complete confidence that every single one has gotten significant value from the process. The firms that skip these steps end up with inconsistent deal structures, cap table problems, and integration nightmares. The companies that do this right create efficient, repeatable processes that let them scale their deal programs. THE INTERNAL JOURNEY: Corey often talks about things other lawyers don't discuss. He focuses on the internal journey, making sure business leaders and executives move forward on deals from the right place. When you get to wherever you think you want to go, you should actually be happy and satisfied, and it should help you achieve your objectives and goals. Too many entrepreneurs pursue growth strategies based on external pressures or assumptions about what they think they should be doing, based on entrepreneurial wisdom out there. They grow and do things in ways that don't actually end up making them happy and satisfied and aren't necessarily best for their business. STEP ONE: START WITH YOUR WHY: The first question in every whiteboarding session is why. Not just the corporate why, although that matters. Corey wants to know your personal why as the founder or executive driving this strategy. If your why is geographic expansion because your clients need services in other markets, that's legitimate. If your why is adding capabilities that will create a better integrated client experience, that works too. If your why is increasing enterprise value before an exit in five or ten years, there's no judgment about that. You just need to be clear on what drives you, because that clarity will shape every subsequent decision. Corey uses the five whys technique, which comes from the former CEO or chairman of Honda. You ask why five times, going deeper with each question. Why do you want to grow? To get bigger. Why do you want to get bigger? To serve clients better. Why will that serve clients better? Because they have needs we currently send elsewhere, and integration would improve their experience. Why does that matter to you? Because I genuinely care about my clients and believe this will make them happier while helping our company grow. That depth of understanding separates deal programs that succeed from those that become expensive distractions. STEP TWO: DEFINE YOUR TARGET PROFILE: Once you know your why, you can determine who you should be targeting. This is where many firms waste tremendous time and energy. Doing deals is a distraction from running your business, especially if you don't have a dedicated corporate development team with finance people, legal resources, and integration specialists. You need to be surgical about who you pursue. Think about the wealth management space, which Corey works in extensively. There are huge numbers of buyers right now. The market is incredibly competitive. If you're trying to compete with private equity backed aggregators on their terms, you'll lose every time. They can pay top dollar, close fast, and offer the second bite of the apple through rollover equity and multiple arbitrage. If you don't have PE backing, you need a completely different value proposition. Maybe it's culture. Maybe it's the opportunity for advisors to expand their service offerings. Maybe it's taking administrative burden off retiring founders so they can focus on what they love. Your value proposition should be authentic to who you are and what you can actually deliver. STEP THREE: ASSEMBLE YOUR DEAL TEAM: Before you start actively pursuing deals, you need to know who will be on your deal team, both internally and externally. This includes whoever sources deals for you, whether that's an internal corporate development person, an investment banker, a recruiter, or a consultant. You need financial expertise, and it better be someone with deal experience. Accountants, CFOs, and controllers who have never worked on transactions are very different from those who have. The same goes for legal. Your general corporate lawyer is not the person to build your deal program. Then you have all the integration functions. Technology integration. HR and culture integration. Client communication and retention strategies. You might not have every person in place on day one, but you need to know what roles are required and have a plan for filling them before you close your first deal. STEP FOUR: BUILD YOUR MODEL: This is where most companies make a critical mistake. They do deals opportunistically without creating a consistent model first. Someone approaches them, they negotiate terms, they close. Then another opportunity comes along, they do it differently. After three or four deals, they have completely different structures with different equity classes, different earnout provisions, different everything. This creates massive problems. If you have different classes of equity, your cap table becomes a mess. If sellers talk to each other and realize they got very different deals, you have credibility issues and potential legal exposure. Integration becomes nearly impossible because you don't have standardized processes. The best acquirers find their model and make it repeatable. They have template legal documents. They have standardized financial analysis and underwriting processes. They have systems for due diligence and integration. Every deal follows the same fundamental structure with minor variations based on specific circumstances. When you build your model, you're deciding the big conceptual components. Are you doing all cash deals or creating an equity class for rollover? How much will you pay upfront versus over time? Will you have retention requirements tied to revenue or client retention? What about earnouts for partners who stay involved in growth? In service businesses where client relationships matter, you almost always want some backend money contingent on retention. If you're buying a manufacturing business with hard assets, the calculus is different. STEP FIVE: DRILL DOWN TO DEAL STRUCTURE: Once you have your model, you can determine the actual deal structure for individual transactions. What specific equity class will you offer? If you're an S corp, you can only have one class of equity. Will you restructure as a C corp or an LLC to offer different equity terms? What exact percentage will you pay upfront versus backend? Over how many years? If you know you're targeting retiring business owners who want to cash out, they probably want more money upfront and less backend risk. If you're targeting younger partners who want to stay and grow, they might prefer less upfront and more backend upside. All of these specific terms fit within your broader model. You're not reinventing the structure for each deal. You're applying your established approach with minor customizations based on the specific situation. THE POWER OF TEMPLATE DOCUMENTS: The ideal scenario is completing your whiteboarding session, building your model, and creating template legal documents before you start seriously pursuing targets. When someone expresses interest, you can immediately send a letter of intent. You can start due diligence with established processes. You can deliver definitive legal documents quickly. This makes you look professional and serious. It shows potential partners that you know what you are doing and have your act together. Speed matters in competitive markets. Corey understands the practical reality. Template documents cost legal fees before you have a deal in place. Some clients aren't willing to make that investment without more certainty. Others have already started conversations with potential partners before they come in for the whiteboarding session. Recently, a client did the whiteboarding session in the morning, then met with a potential seller that same afternoon. The seller was ready to move faster than expected. The documents got built for that specific deal, which also became the templates for future transactions. REAL-WORLD APPLICATIONS: The framework works across any deal type. While Corey uses M&A as the primary example because that's what most clients ask about, the principles apply to licensing strategies, joint venture partnerships, franchising programs, or any other deal-driven growth approach. The key is understanding what the ideal process looks like and getting as close to it as circumstances allow. A lot of these factors depend on your industry and the types of relationships with clients and customers. The contractual length and other factors with those customers and clients help dictate what the model will be around things like retention requirements. If you're bringing in retired folks who are looking to get out of the business and will be gone after a consulting arrangement, that will dictate a different part of the model than somebody who is younger, coming in, going to stay with the company, and wants to continue to grow. THE PERSONAL WHY MATTERS MOST: Company objectives matter. Strategic rationale matters. Financial considerations matter. But your personal why as the founder or executive is equally important. Why are we entrepreneurs if we're not creating companies that let us build the lives we want? Too many business leaders grow based on external pressure or assumptions about what they should be doing. They read about how some company scaled through acquisition, so they think they need to do the same thing. They hear about the multiples PE backed platforms are achieving, so they assume that's the only path. Then they build companies they don't actually want to run. They create obligations and structures that make them miserable. They achieve financial success but personal dissatisfaction. Your personal motivations are relevant and legitimate. If you want to build a legacy company, own that. If you want to create enterprise value for an exit, be honest about it. If you genuinely care about providing better client experiences, let that drive your decisions. When your personal why aligns with your company strategy, you create something sustainable. PROVEN RESULTS: These whiteboarding sessions have helped build platforms that have completed dozens of acquisitions. The firms that invest in proper planning make deal-driven growth look easy because they've built proper foundations. The firms that skip these steps end up scrambling, making mistakes, and wondering why their deal program isn't delivering expected results. The process creates tremendous value for every client who goes through it, helping founders create businesses they actually want to run while achieving their financial objectives. Perfect for business leaders considering deal-driven growth, entrepreneurs building acquisition programs, executives exploring joint ventures or strategic alliances, and anyone who wants to pursue deals without wasting time and resources on opportunities that don't align with strategic objectives. • • •FOR MORE ON THIS EPISODE:https://www.coreykupfer.com/blog/dealprogram• • •FOR MORE ON COREY KUPFER:https://www.linkedin.com/in/coreykupfer/http://coreykupfer.com/ Corey Kupfer is an expert strategist, negotiator, and dealmaker. He has more than 35 years of professional deal-making and negotiating experience. Corey is a successful entrepreneur, attorney, consultant, author, and professional speaker. He is deeply passionate about deal-driven growth. He is also the creator and host of the DealQuest Podcast.Get deal-ready with the DealQuest Podcast with Corey Kupfer, where like-minded entrepreneurs and business leaders converge, share insights and challenges, and success stories. Equip yourself with the tools, resources, and support necessary to navigate the complex yet rewarding world of dealmaking. Dive into the world of deal-driven growth today! Episode Highlights with Timestamps [00:00] - Introduction to the whiteboarding process for building deal programs [01:01] - Why this process applies to all deal types, not just M&A [01:53] - Five steps that must come before deal structure [02:43] - The passion for visioning, planning, and strategy sessions [03:24] - Why starting with deal structure is the wrong approach [04:18] - The internal journey and making sure deals align with happiness [05:24] - Step One - Starting with your why and getting clear on motivations [06:26] - Using the five whys technique to go deeper on your drivers [06:49] - Example of the five whys in action with client scenarios [08:02] - Step Two - Defining who you're targeting to avoid wasting time [09:54] - How to compete when you don't have PE backing in competitive markets [10:59] - Creating authentic value propositions that differentiate you [12:43] - Step Three - Assembling your deal team internally and externally [13:27] - Why you need the model before individual deal structures [14:08] - The mistake of doing deals opportunistically without consistency [14:44] - Problems created by inconsistent deal structures across multiple deals [15:02] - Step Four - Building a repeatable model that can scale [17:01] - Deciding conceptual components like cash versus equity structures [19:35] - Step Five - Drilling down to specific deal structure within your model [20:34] - Determining upfront versus backend payment percentages [22:17] - The ideal scenario of having template documents ready [22:38] - The practical reality when clients have already started conversations [24:56] - Socializing deals to key stakeholders after closing [24:58] - The importance of not skipping the process even under time pressure [25:25] - Why your personal why matters as much as company objectives [26:24] - The danger of building companies you don't want to run Host Bio Corey Kupfer is an expert strategist, negotiator, and dealmaker with more than 35 years of professional deal-making and negotiating experience. Corey is a successful entrepreneur, attorney, consultant, author, and professional speaker deeply passionate about deal-driven growth. He is the creator and host of the DealQuest Podcast. Show Description Do you want your business to grow faster? The DealQuest Podcast with Corey Kupfer reveals how successful entrepreneurs and business leaders use strategic deals to accelerate growth. From large mergers and acquisitions to capital raising, joint ventures, strategic alliances, real estate deals, and more, this show discusses the full spectrum of deal-driven growth strategies. Get the confidence to pursue deals that will help your company scale faster. Related Episodes Episode 80 - Deal-Ready Foundations with Corey Kupfer: Explore the foundational elements needed before pursuing any deal strategy, including team building and internal preparation. Episode 84 - Business Partnerships Deals with Corey Kupfer: Understand how partnership structures work and how to create successful collaborative deals. Episode 90 - The BEST Of Company Founders with Corey Kupfer: Learn from multiple founders about their deal-driven growth strategies and what worked in building their companies. Episode 134 - Deal Preparation with Corey Kupfer: Discover the five steps toward deal-making success and how proper preparation prevents poor performance. Episode 138 - 5 More Steps Towards Deal-Making Success with Corey Kupfer: Building on the foundation of deal preparation, explore additional critical steps for executing successful transactions. Social Media Follow DealQuest Podcast: LinkedIn: https://www.linkedin.com/in/coreykupfer/ Website: https://www.coreykupfer.com/ Keywords/Tags deal program planning, M&A strategy, acquisition planning, joint venture strategy, licensing deals, deal structure framework, whiteboarding sessions, strategic deal planning, repeatable deal process, deal-driven growth, deal team building, value proposition for deals, target partner profile, deal legal structure, franchise strategy, strategic alliances, five whys technique, business motivation alignment, personal why in business, cap table management, template legal documents, integration strategies, corporate development, wealth management M&A, PE competition strategies, deal model building

The holidays are in full swing, the year is winding down, and people are rushing to set goals for 2026.  But before you jot down another set of goals, Emily invites you to take a step back and take an honest look at your life buckets. Where are you thriving? Where are you running empty? By understanding the true state of your life buckets, you can set goals that actually support your whole life rather than adding more pressure or overwhelm. This is how you step into 2026 with clarity, intention, and purpose.  What You'll Learn: Why most people fail before they even start setting goals The questions that reveal hidden gaps in your current life Step-by-step guidance to assess, align, and move forward with clarity How to recognize divine invitations vs self-made pressure How to partner with God to set a vision that actually sticks Timestamps: (00:54) - Why this season is perfect for reflection (02:40) - Strategic Planning and Vision Casting (05:23) - Assessing your life buckets (08:57) - Rating and reflecting on your life buckets (32:52) - Identifying areas for improvement (38:07) - Taking action (44:18) - Preparing for a God-aligned vision in 2026 More from Emily & FORDIVINE: Website |  https://meetemilyford.com   Instagram | https://www.instagram.com/itsemily         Facebook | https://www.facebook.com/itsemilymethod    YouTube | https://www.youtube.com/c/ITSEMILYFORD  Called & Crowned Podcast | https://www.instagram.com/calledandcrowned/  FORDIVINE | https://www.fordivine.com/     

Send us a MessageIn this episode of Culture Change RX, Sue Tetzlaff, cofounder of Capstone Leadership Solutions, explores the significant benefits of setting a master calendar of key activities and events for the year ahead, highlighting how it improves culture and trust, momentum, efficiency, strategic clarity, and better results (e.g., improvement, growth). The discussion emphasizes the importance of pro-actively determining how best to spend your time, aligned with top strategic priorities and the key activities that support the successful execution of those strategies.We're stepping forward in a bigger way—growing our team of rural healthcare experts, growing our capabilities by adding a strategic planning division … all of this so we can expand our ability to help even more rural hospitals and other small healthcare organizations in 2026. … We'd love to explore how we can support your organization in being the provider- and employer-of-choice so you can keep care local and margins strong! Learn more at CaptoneLeadership.netHi! I'm Sue Tetzlaff. I'm a culture and execution strategist for small and rural healthcare organizations - helping them to be the provider and employer-of-choice so they can keep care local and margins strong.For decades, I've worked with healthcare organizations to navigate the people-side of healthcare, the part that can make or break your results. What I've learned is this: culture is not a soft thing. It's the hardest thing, and it determines everything.When you're ready to take your culture to the next level, here are three ways I can help you:1. Listen to the Culture Change RX PodcastEvery week, I share conversations with leaders who are transforming healthcare workplaces and strategies for keeping teams engaged, patients loyal, and margins healthy. 2. Subscribe to our Email NewsletterGet practical tips, frameworks, and leadership tools delivered right to your inbox—plus exclusive content you won't find on the podcast.

Welcome to episode 539 of the Outdoor Adventure Lifestyle Podcast. Today, on this replay episode, I'm talking with Casey Hanisko. Casey is a distinguished leader in adventure travel. She's the former President of the Adventure Travel Trade Association and an executive coach helping tourism leaders navigate change. Recognized among the "50 Most Important Women in Travel," she shares her expertise through media, speaking engagements, and her "Leading Naturally" newsletter. Show Notes Casey Hanisko Linkedin Guest Focus Instagram Adventure Travel Trade Association The Leap That Terrified Me More Than Any Business Decision (And What It Taught Me About Leadership) Ever stood at the edge of something terrifying—knowing the only way forward is to leap, but every cell in your body is screaming, Nope? That was me on a canyon swing in Interlaken. Spoiler: I needed a push. You think making high-stakes decisions in business is tough? Try standing on the edge of a 300-foot drop, debating whether plummeting into the abyss is a good idea. There's a moment in adventure—and in leadership—where hesitation creeps in. Your palms sweat. Your mind races. And sometimes, you need someone to give you that push. What Happened: I'd like to think I'm pretty fearless. I've hiked, biked, and paddled my way through some of the world's most stunning (and challenging) landscapes. But nothing—not rock climbing, not waterfall jumping, not even running a business—prepared me for the sheer terror of standing on the edge of a canyon swing in Interlaken. Picture this: I'm perched on the platform, strapped in, heart pounding. My entire executive team—yes, the people I work with—are watching. The guy running the swing looks at me and asks, "Need a push?" ABSOLUTELY NOT! I sit there for two full minutes, locked in a battle with my own fear. Every rational thought in my brain says, Just do it. But my body? Oh, my body says, Are you out of your mind?! Then, the guy places a hand on my back. Just enough pressure to remind me: I either take the leap myself, or I'm going anyway. And that was it. I went. Terrified. Screaming. And, once I hit the swing… laughing. Principle: That moment on the canyon swing? It's leadership in a nutshell. Leadership requires courage. Sometimes, you're at the edge of a big decision, knowing you need to move—but fear holds you back. Sometimes, you need support. That guiding hand (or well-placed nudge) from someone who sees your potential, even when you doubt yourself. And often, the thing you dread most? Turns out to be the most exhilarating experience of your life. Whether it's taking the leap into a leadership role, starting that business, or stepping into unknown territory—you're going to feel fear. That's normal. The key is to recognize it, hold it, and move forward anyway. Transition: The problem is, most people let fear stop them. They overthink. They hesitate. They tell themselves they need more time, more preparation, more certainty. But here's the truth: the perfect moment? It doesn't exist. Too many outdoor entrepreneurs and leaders stall out waiting for the "right time" to make their next move—whether that's scaling a business, stepping into leadership, or launching that dream trip. That's Why: That's why, in this episode of The Outdoor Adventure Lifestyle Podcast, I sat down with Casey Esco—executive coach, adventure leader, and all-around expert on navigating uncertainty in business and the outdoors. She shares exactly how adventure can teach us to embrace risk, push through hesitation, and build the courage to lead (even when you're scared out of your mind). Call to Action: If fear has ever held you back from making a move—whether in your career, your business, or even your next adventure—you need to hear this episode. Because courage isn't about being fearless, it's about taking the leap anyway. #Outdoor Adventure, #Podcast, #Adventure Travel, #Leadership, #Coaching, #Outdoor Activities, #Nature, #Curiosity, #Camping, #Hiking, #Strategic Planning, #Storytelling, #Diversity, #Women Leaders, #Inclusivity, #Nature Inspired Coaching, #Outdoor Brands, #Business Strategy, #Personal Growth, #Passion, #Wellness, #Travel Experiences, #Adventure Community, #Outdoor Lifestyle, #Networking, #Conservation, #Adventure Stories

Healthcare planning is a huge part of getting ready for your retirement. In this episode, I tackle one of the most pressing updates for retirees: the latest changes to Medicare premiums for 2026, including important surcharges, deductibles, and strategies to help you manage your healthcare expenses.  I'm helping you understand the significant increases in Medicare Part B premiums and deductibles, the impact these changes will have on your Social Security benefits, and why waiting to claim Social Security might pay off. Listen in to get helpful strategies for appealing IRMAA surcharges and practical tips for structuring your income to minimize additional Medicare costs. If you're planning for retirement or already navigating Medicare, this episode is packed with timely advice to help you make informed decisions about your healthcare and finances. You will want to hear this episode if you are interested in... [00:00] 2026 Medicare vs. Social Security. [02:23] Part B Medicare surprise announced. [04:08] Social Security timing and medicare basics. [10:07] Appealing the Medicare IRMAA surcharge. [12:13] Avoid IRMAA by keeping an eye on your retirement income. [14:08] Key Medicare changes for 2026. Medicare Part B Premiums Are Increasing in 2026 The standard monthly premium will jump to $202.90 per individual, a striking 9.7% rise from the 2025 rate of $185. This marks the largest increase since 2022, signaling that healthcare costs for retirees continue to climb at rates surpassing even Social Security's cost of living adjustment, which will be 2.8% for 2026. For retirees collecting Social Security, Part B premiums are automatically deducted from their benefits, while those not yet collecting must pay separately, typically on a quarterly basis. It's possible for individuals with lower Social Security benefits to see the entire annual cost-of-living increase consumed, and even exceeded, by higher Medicare premiums. Understanding Medicare's Two Parts: A and B It's important to understand Medicare's original coverage: Part A and Part B. Part A (Hospital Insurance): Most retirees won't pay a premium for Part A if they (or a spouse) have worked at least 10 years in the U.S. Those with fewer qualifying quarters face monthly premiums of either $311 or $565, depending on how long they've paid in. The Part A deductible will also rise to $1,736 in 2026. Part B (Medical Insurance): Covers preventive care, with the standard premium set at $202.90 and a deductible of $283 for 2026 (about a 10% increase from 2025). IRMAA: Income-Related Monthly Adjustment Amounts & Surcharges Higher-income retirees may be subject to IRMAA, leading to additional surcharges on Part B premiums. This is determined by your modified adjusted gross income (MAGI) from two years prior (2024 for the 2026 premiums). The IRMAA threshold for single filers is $109,000 and $218,000 for joint filers, with surcharges starting at $284.10 per person and escalating through higher brackets, potentially doubling your premium if you cross certain income thresholds. Medicare will send IRMAA notifications, but an appeal process is available. If your income drops due to retirement or other qualifying life events, you can use SSA Form 44 to appeal unwanted surcharges. Reasons might include a work stoppage, divorce, loss of a pension, or the death of a spouse. Strategic Planning for Retirees How can retirees manage these costs and avoid sudden surcharge surprises? Ryan Morrissey  provides practical guidance: Delay Social Security: Waiting until full retirement age or later can mean higher monthly benefits and greater long-term cost-of-living increases. Monitor Your Income: Large IRA withdrawals, significant capital gains, or property sales can raise your MAGI and push you into higher IRMAA brackets. Appeal When Justified: Act quickly if you're eligible for an IRMAA appeal, as processing can take time and surcharges last 12 months before adjusting. Retirees should work closely with financial advisors to manage income distributions and plan for healthcare expenses as part of their broader retirement strategy. With healthcare costs rising faster than Social Security increases, retirees must stay vigilant. Whether you're newly eligible for Medicare or well into your retirement journey, understanding these changes is super important. Resources Mentioned Retirement Readiness Review Subscribe to the Retire with Ryan YouTube Channel Download my entire book for FREE  Medicare.gov Connect With Morrissey Wealth Management  www.MorrisseyWealthManagement.com/contact   Subscribe to Retire With Ryan

Send us a textBefore you check out for the holidays, hit play.In this episode of Project Management Masterclass, Brittany Wilkins walks you through five strategic moves every project manager should make before the year ends. Whether 2025 was a breakthrough or a beatdown, now is the time to close with intention—not exhaustion.You'll learn how to:Close out lingering projects like a proReflect on lessons that sharpen your leadershipAudit and upgrade systems slowing you downSet bold yet grounded intentions for 2026And most importantly, protect your peaceThe course is live! Enroll now in Simplify Your Path to Project Success — and start mastering the four power skills every project leader needs: https://www.developpowerskills.com/sales-page Support the showWatch Free Masterclass: Simply Your Path To Success https://www.developpowerskills.com/pl/2148679648

After being laid off, Michelle Tillis Lederman landed a new job in just three days, thanks to her mindset of intentional relationship-building, not luck. That experience inspired her to create the “Connector's Advantage,” a framework for building authentic connections that drive faster and better results. In this episode, Michelle reveals how organizations struggling with team building can foster genuine human connection, especially in remote or hybrid workplaces. She also breaks down the seven mindsets of “connectors” alongside practical networking strategies that really pay off. In this episode, Hala and Michelle will discuss: (00:00) Introduction (01:00) Why Connection Is the New Superpower (06:31) How to Evolve From Networker to Super Connector (11:15) How Openness Builds Trust and Connection (20:44) Emotional Intelligence as a Core Leadership Skill (24:25) The Power of Vision and Intentional Connection (30:24) How to Ask for What You Want (44:26) Networking Tactics to Add Real Value (48:37) Staying Connected in a Hybrid Workplace Michelle Tillis Lederman is a nationally recognized expert in workplace communication, networking, and leadership. She is a keynote speaker, author, corporate trainer, and the CEO and founder of Executive Essentials, a company that provides customized communication and leadership programs. Her book, The Connector's Advantage, teaches how building strong relationships leads to faster, easier, and better results in both business and life. Sponsored By: Indeed - Get a $75 sponsored job credit to boost your job's visibility at Indeed.com/PROFITING  Shopify - Start your $1/month trial at Shopify.com/profiting.  Quo - Get 20% off your first 6 months at Quo.com/PROFITING  Revolve - Head to REVOLVE.com/PROFITING and take 15% off your first order with code PROFITING  Merit Beauty - Go to meritbeauty.com to get your free signature makeup bag with your first order.  DeleteMe - Remove your personal data online. Get 20% off DeleteMe consumer plans at to joindeleteme.com/profiting  Spectrum Business - Visit Spectrum.com/FreeForLife to learn how you can get Business Internet Free Forever. Airbnb - Find yourself a cohost at airbnb.com/host  Resources Mentioned: Michelle's Book, The Connector's Advantage: bit.ly/ConnectAdvantag  Michelle's Book, The 11 Laws of Likability: bit.ly/LawsofLikability  Michelle's Website: michelletillislederman.com Michelle's LinkedIn: linkedin.com/in/communicationexpertspeaker  Michelle's Instagram: instagram.com/mtlederman  Michelle's YouTube: youtube.com/user/michellelederman  YAP E165 with Daniel Goleman: youngandprofiting.co/EI  YAP E194 with Michelle Lederman: youngandprofiting.co/GrowUrNetwork  Active Deals - youngandprofiting.com/deals  Key YAP Links Reviews - ratethispodcast.com/yap YouTube - youtube.com/c/YoungandProfiting Newsletter - youngandprofiting.co/newsletter  LinkedIn - linkedin.com/in/htaha/ Instagram - instagram.com/yapwithhala/ Social + Podcast Services: yapmedia.com Transcripts - youngandprofiting.com/episodes-new  Entrepreneurship, Entrepreneurship Podcast, Business, Business Podcast, Self Improvement, Self-Improvement, Personal Development, Starting a Business, Strategy, Investing, Sales, Selling, Psychology, Productivity, Entrepreneurs, AI, Artificial Intelligence, Technology, Marketing, Negotiation, Money, Finance, Side Hustle, Startup, Mental Health, Career, Leadership, Mindset, Health, Growth Mindset, Goal Setting, Time Management, Problem Solving, Decision Making, Leadership Skills, Strategic Planning

Keywords: business development, entrepreneurship, leadership, tax planning, financial growth, relationship management, service-based businesses, strategic planning, client success, business transformation Summary: In this engaging conversation, Michael Walsh shares his extensive experience in business development, transitioning from tax planning to empowering businesses to grow sustainably. He emphasizes the importance of relationships, delegation, and creating an intelligent ecosystem within organizations. Michael discusses the complexities of managing growing teams and the need for strategic planning to navigate these challenges. He also highlights the significance of finding the right people and fostering a culture that values contributions, ultimately leading to greater success and impact. Takeaways: Michael has run his firm for over 30 years. He transitioned from tax planning to business development. Delegation is key to business growth and efficiency. Combining commerce and economics provides a powerful perspective. Business growth changes management dynamics significantly. Relationships are crucial for business success. The power dynamics in business have shifted to knowledge workers. Creating an intelligent ecosystem is essential for growth. Complexity increases with team size, requiring effective management. Finding the right people is critical for business success. Titles Unlocking Business Growth: Insights from Michael Walsh The Power of Relationships in Business Development Sound bites "You can only save somebody so much tax." "Every business absolutely needs structure." "It's not about the money, it's about freedom." Chapters 00:00 Introduction and Background 03:59 Transitioning to Business Development 09:13 Starting His Own Business 12:45 The Evolution of Business as It Grows 16:38 Empowering Employees for Success 19:57 Shifting Power Dynamics in the Workplace 24:26 The Complexity of Growing Teams and Relationships 28:49 The Value of Top Talent in Service-Based Industries 30:47 Growing Businesses: Balancing Quality and Demand 33:38 Strategic Planning for Impact and Growth 36:57 Exploring Business Growth in the UK 39:18 Transforming a Small Business 40:44 Understanding Business Growth Challenges 42:33 Identifying Danger Zones in Business 43:27 Framework for Sustainable Business Growth 45:05 Defining the Ideal Client Profile 47:02 The Importance of Freedom in Entrepreneurship 49:22 Building a Powerful Business Ecosystem 52:13 The Power of People in Business 55:03 Engaging with Clients and Resources  

This Thanksgiving, we're talking about something deeper than turkey and pumpkin pie — gratitude.

Most leaders plan their business year in detail—and wing their personal life.In this solo episode of Spartan Leadership, Josh Kosnick shares his annual planning playbook: how to set a 10-year “lighthouse” vision, reverse-engineer it into a 3-year picture, and then execute through focused 90-day sprints. He walks through the same process for your family life so you can stop drifting and start living on purpose.You'll learn why most New Year's resolutions fail, how to choose the one goal you'd be furious not to hit in 2026, and how mission and core values actually become filters for decisions—not just words on a wall. Then Josh turns the lens to your marriage, your kids, and your home life so you're not just building a bigger business, but a stronger family.In this episode, Josh covers:- Why most people never do real annual planning- How to set a 10-year “lighthouse” vision for your business- Turning that into a 3-year picture and 1-year targets- The one goal you'd be mad at yourself for missing in 2026- Why your brain needs 90-day sprints, not vague yearly resolutions- How mission and core values filter decisions and protect culture- The danger of aspirational values (hello, Enron)- Using the same framework for your family and marriage- Creating family core values and raising kids with a clear standard-How to prevent “we just grew apart” from ever being your storyIf you're ready to stop reacting to your calendar and start leading it—for your company and your family—this episode is your sign to sit down, plan, and commit.00:00:04 - Introduction00:00:47 - Importance of Annual Planning00:02:20 - Business Planning: Long-Term Vision00:06:43 - Business Planning: One-Year Goals00:10:02 - Business Planning: Core Purpose and Values00:15:28 - Personal Life Planning00:16:52 - The Role of Communication in Planning00:18:04 - Creating a Vision for the Family00:18:34 - The Importance of Family Core Values00:20:24 - The Role of Individual Growth in Family Planning00:21:01 - Planning for Children's Activities and Experiences00:22:28 - The Importance of Prioritizing Family Over Business00:23:51 - Final Thoughts and ConclusionDon't forget to like, comment, and subscribe for more episodes featuring top business minds, elite performers, and leadership experts.Connect with Josh Kosnick: https://linktr.ee/joshkosnick#SpartanLeadership #Leadership #BusinessSuccess #Mindset #Entrepreneurship #Spartan Valor Foundation is dedicated to empowering veterans, military families, and survivors of child trafficking. Through strategic partnerships, we provide critical resources, advocacy, and hope for those who have sacrificed so much. Join us in making a difference—because no hero should stand alone.

In this episode of "Building the Billion Dollar Business," host Ray Sclafani delves into the strategies and insights behind successful financial advisory firms, focusing on organic growth and new client acquisition. He outlines six steps to boost growth, emphasizing the importance of client relationships, team collaboration, and strategic planning. Ray also discusses the significance of setting intentional goals and fostering a culture centered around growth.Key TakeawaysOrganic growth is a critical indicator of a firm's health.Understanding total relationship value (TRV) is essential.Generational continuity is key for long-term success.A focused marketing plan aligns with client needs.Utilizing CRM effectively identifies growth opportunities.Reframing culture around growth attracts talent.For more information click here to visit The Best in the Business Blog.Find Ray and the ClientWise Team on the ClientWise website or LinkedIn | Twitter | Instagram | Facebook | YouTubeTo join one of the largest digital communities of financial advisors, visit exchange.clientwise.com.

In this episode of the Drop in CEO podcast, host Deb Coviello welcomes Joe Bockerstette, Managing Partner at Business Enterprise Mapping. Joe shares his journey from engineering to consulting, angel investing, and leading transformative workflow improvements for organizations. Together, they discuss the realities of process management, the challenges of change leadership, and practical advice for business leaders seeking sustainable growth and peace of mind. Episode Highlights: [1:00] Joe Barker’s career journey: from engineering to consulting and angel investing [9:00] The realities and risks of angel investing for entrepreneurs and investors [17:00] Mapping business processes: identifying “red clouds” and driving organizational change [24:30] Real-world example: Transforming a marketing firm’s operations and achieving peace of mind Joe Bockerstette is the Managing Partner of Business Enterprise Mapping in Phoenix AZ., a professional services firm delivering transformative workflow improvement. He has more than 30 years’ experience as a CEO, business consultant, and private equity/angel investor. Joe was previously a Consulting Partner with PwC, co-founded a private equity firm, Equity Management Group and was the first Managing Partner of the Main Street Venture Fund, an angel pledge fund in Indiana. Joe holds a BS degree in Engineering from the University of Cincinnati, and an MBA from Xavier University. He has served as a director on a variety of public, private, and non-profit boards and has co-authored three books, Attracting an Angel, How to Get Money from Business Angels and Why Most Entrepreneurs Don't, Time Based Manufacturing and Red Cloud Road, How Strategic Process Management Drives Competitive Advantage. Company Website: www.businessmapping.com LinkedIn: https://www.linkedin.com/in/joe-bockerstette-86875a17 For more information about my services or if you just want to connect and have a chat, reach out at: https://dropinceo.com/contact/See omnystudio.com/listener for privacy information.

Join us for an enlightening exploration of purpose-driven leadership as we welcome Andrew Lo, President and CEO of Embark, to the Do Good to Lead Well podcast. Discover how Embark is transforming how families plan, save, and invest in their children's education through innovative initiatives like their new gifting program for Registered Education Savings Plans (RESPs). This program allows grandparents and others to contribute to a child's education fund during the holidays.Andrew also shares the intricacies of building a purpose-driven, collaborative environment. Discover how Embark measures success through customer satisfaction and trust, and how reinvesting their earnings into educational initiatives supports young entrepreneurs. Andrew's stories of experimentation, resilience, and mental well-being underscore the importance of nurturing a culture where innovation thrives and collective success is prioritized.As we explore the transformative journey of fostering a learning culture, Andrew shares strategies for encouraging lifelong learning and innovation within his organization. From participation in international conferences to hackathons, Embark promotes creativity and problem-solving across all levels. We also address the challenges of maintaining accountability while nurturing a positive organizational culture, emphasizing the importance of empowerment and open communication. With a focus on building resilience and mental well-being, this episode provides valuable insights for leaders navigating the complexities of the modern business landscape, especially in the AI era. Tune in for an inspiring conversation that highlights the human connection at the heart of leadership and innovation.What You'll Learn- The heart of purpose-driven leadership- The secrets to collaboration- How to foster a learning culture- Empowering accountability and growth- Why you want to lead with consensus when defining organizational success- Building resilience and mental well-being- Leadership in the digital and AI eraPodcast Timestamps(00:00) - Purpose-Driven Leadership in Education(08:45) – The Qualities of Great Leaders(17:15) – The Secrets to Effective Collaboration(25:49) - Empowering Accountability for Organizational Growth(32:10) - Building Resilience and Mental Well-Being(38:49) – The Motivational Power of a Truly Shared Definition of Success(52:27) - Leadership in the AI EraKEYWORDSPositive Leadership, Leading with Purpose, Purpose-Driven Leadership, Innovation, Financial Literacy, Social Impact, Collaboration, Customer Satisfaction, Trust, Corporate Scorecard, Young Entrepreneurs, Learning Culture, Lifelong Learning, Hackathons, Curiosity, Accountability, Empowerment, Organizational Growth, Mental Well-Being, Resilience, Fear of Failure, Burnout, Hybrid Work Environments, Strategic Planning, AI Era, Soft Skills, Emotional Intelligence, Human Connection, CEO Success

If you've ever been told to “skip breakfast before Thanksgiving” or “earn your pie with a workout,” this one's for you. Those diet rules sound smart — but they actually backfire.In this episode, Dr. Stacy dives into five common holiday food rules that are keeping you stuck in the overeating–guilt–restart cycle and shows you what to do instead. You'll learn how to enjoy your favorite foods, keep your energy steady, and avoid the “I'll start again in January” mindset.She covers: ✨ Why skipping meals makes you overeat later ✨ How to move because it feels good — not as punishment ✨ The smart way to enjoy dessert without guilt ✨ How to stop cleaning your plate out of habit ✨ Why “holiday weight gain is inevitable” is a total mythYou'll leave this episode knowing how to enjoy the season, feel good in your body, and stay consistent — no food guilt required.Listen now to drop the diet drama and keep the joy this holiday season!Free 2-Pound Plan Call!Want to jump start your weight loss? Schedule a free call where Dr. Stacy Heimburger will work with you to create a personalized plan to lose 2 pounds in one week, factoring in your unique circumstances, challenges, and aspirations. Schedule now! www.sugarfreemd.com/2poundThis episode was produced by The Podcast Teacher: www.ThePodcastTeacher.com.

In this episode, Ray Sclafani discusses the implications of avoiding growth targets in business. He highlights a case where a company decided to stop setting growth targets to focus on client service. However, he argues that this decision led to challenges in managing capacity, planning succession, and fulfilling client promises. The conversation emphasizes the importance of balancing client service with the need for growth targets to ensure effective business management.Key TakeawaysGrowth happens whether you plan or notTrack revenue per professional, revenue per client, and time per client segmentMap retirements against junior advisor readiness and create a 3–5 year development planLet data guide leadership decisions by using dashboards and metrics to prevent overextension and burnoutPrevent “success outgrowing structure” by conducting quarterly capacity checks to evaluate workload, client demand, and team readinessFind Ray and the ClientWise Team on the ClientWise website or LinkedIn | Twitter | Instagram | Facebook | YouTubeTo join one of the largest digital communities of financial advisors, visit exchange.clientwise.com.

It's the season of mashed potatoes, pie, and stretchy pants—but what if you could enjoy all your favorite holiday foods without the crash or the guilt? In this episode, Dr. Stacy shares her practical, no-nonsense guide to building a balanced holiday plate that keeps your energy steady and your mindset strong.You'll learn how to beat the “I'll start in January” cycle, calm the scarcity mindset that leads to overeating, and make simple food swaps that actually taste amazing. Plus, she shares her favorite leftover strategy for stress-free meals later (yes, turkey + roasted veggie soup is a thing!).In this episode, you'll discover:✨ Why holiday meals trigger the “last chance” or scarcity mindset

     What if you could transform the future of military medicine with the power of AI and technology? Join us for a captivating conversation with retired Navy Master Chief and Independent Duty Corpsman Joe Espinosa, who takes us through his remarkable journey in military healthcare. From his early days navigating the austere environments with the 2nd Battalion, 1st Marines, to becoming a strategic leader shaping the hospital corps, Joe offers invaluable lessons on adaptability, preparation, and the critical balance between clinical confidence and humility.      Listen as Master Chief Espinosa shares his pivotal experiences on smaller Navy ships and the USS Stockdale, where he honed skills in resource management and prioritization—an essential foundation for his role as Force Medical Master Chief. His insights into leadership are enriched by real-world frontline experiences, underscoring the vitality of robust support systems for those serving in combat zones. A decisive encounter with a Master Chief mentor propelled Joe into a leadership role, ultimately guiding the strategic direction of the corpsman community and championing the integration of healthcare technology with T6 Health Systems.     Explore the future of military healthcare as Joe discusses the integration of AI and predictive logistics to enhance decision-making and improve survivability in the most critical situations. Delve into the innovative developments aiming to address communication challenges in deployed healthcare systems and the seamless integration of technologies like MHS Genesis. With an emphasis on how emerging tools can support the military's medical personnel, this episode serves as a beacon for understanding the evolving landscape of military medicine and the pivotal role technology plays in shaping its future.   Chapters: (00:04) Master Chief Espinosa's Path in Military Medicine (11:58) Healthcare Leadership and Strategic Planning (20:58) Transition and Future of Military Medicine (29:51) Future of Military Healthcare Communication (35:41) Software Development and Military Healthcare (40:23) AI Integration in Military Healthcare (45:17) Future Developments and Challenges in Military Healthcare   Chapter Summaries: (00:04) Master Chief Espinosa's Path in Military Medicine    Retired Navy Master Chief Joe Espinosa shares his journey in military medicine, emphasizing mentorship and the need for innovation and technology.   (11:58) Healthcare Leadership and Strategic Planning    Transition from smaller to larger ships, managing medical supplies, frontline experiences, unexpected path to leadership.   (20:58) Transition and Future of Military Medicine     Enlisted voices shape military medical systems and face challenges transitioning to civilian life, but can use leadership skills in new roles.   (29:51) Future of Military Healthcare Communication    Improving communication in deployed military healthcare systems with bi-directional feedback and innovative solutions like animated QR codes.   (35:41) Software Development and Military Healthcare     MHS Genesis integrates with other systems, ensuring seamless transfer of healthcare records for veterans in military and VA services.   (40:23) AI Integration in Military Healthcare     Technology and healthcare intersect in military and civilian settings, with AI and wearables aiding decision-making for medical personnel.   (45:17) Future Developments in Military Healthcare     The role of technology in healthcare, predictive logistics for medical supply management, and transitioning from military to civilian healthcare technology.   Balancing functionality and resource efficiency in military healthcare through agile development and user feedback.   Take Home Messages: Intersection of Military Medicine and Technology: The episode explores the transformative impact of technology on military medicine, highlighting how advancements like AI and predictive logistics are revolutionizing communication and decision-making in challenging environments. This integration empowers medical personnel, especially junior corpsmen, to enhance their clinical decision-making and improve patient outcomes. Mentorship and Leadership Development: Emphasizing the importance of mentorship, the episode discusses how strategic planning and resource management are vital for effective healthcare leadership. Experiences from frontline medical roles significantly shape leaders, underscoring the need for adaptability and open communication within the military healthcare system. Navigating Career Transitions: Transitioning from a military to a civilian career can be challenging. The episode offers insights into recognizing the value of leadership and problem-solving skills gained in the military and encourages an open-minded approach to exploring diverse career opportunities beyond traditional paths. Improving Healthcare Communication: Addressing longstanding communication challenges in deployed settings, the episode discusses innovative solutions like bi-directional communication systems and animated QR codes that ensure seamless information transfer, enhancing the overall experience for medical personnel and patients in disconnected environments. Future of Military Healthcare: The episode envisions a future where technology, including mobile devices and AI, plays a crucial role in healthcare delivery. It discusses the potential for real-time data capture and analysis to alleviate cognitive burdens on healthcare providers, fostering confidence and improving decision-making in critical situations. Episode Keywords: Military medicine, healthcare innovation, AI integration, Joe Espinosa, War Docs podcast, frontline experiences, medical leadership, T6 Health Systems, predictive logistics, healthcare technology, Navy Master Chief, mentorship in healthcare, medical department setup, medical resource management, communication in healthcare, AI in military medicine, clinical decision support, military healthcare systems, medical mentorship, operational medicine Hashtags: #MilitaryMedicine #AIinHealthcare #HealthcareInnovation #FrontlineMedicine #JoeEspinosa #MentorshipInMedicine #WarDocsPodcast #PredictiveLogistics #MedicalLeadership #HealthcareTechnology   **This Episode was supported by an Educational Grant from one of our WarDocs Sponsors- T6 Health Systems**   Honoring the Legacy and Preserving the History of Military Medicine The WarDocs Mission is to honor the legacy, preserve the oral history, and showcase career opportunities, unique expeditionary experiences, and achievements of Military Medicine. We foster patriotism and pride in Who we are, What we do, and, most importantly, How we serve Our Patients, the DoD, and Our Nation.   Find out more and join Team WarDocs at https://www.wardocspodcast.com/ Check our list of previous guest episodes at https://www.wardocspodcast.com/our-guests Subscribe and Like our Videos on our YouTube Channel: https://www.youtube.com/@wardocspodcast Listen to the “What We Are For” Episode 47. https://bit.ly/3r87Afm   WarDocs- The Military Medicine Podcast is a Non-Profit, Tax-exempt-501(c)(3) Veteran Run Organization run by volunteers. All donations are tax-deductible and go to honoring and preserving the history, experiences, successes, and lessons learned in Military Medicine. A tax receipt will be sent to you. WARDOCS documents the experiences, contributions, and innovations of all military medicine Services, ranks, and Corps who are affectionately called "Docs" as a sign of respect, trust, and confidence on and off the battlefield,demonstrating dedication to the medical care of fellow comrades in arms.     Follow Us on Social Media Twitter: @wardocspodcast Facebook: WarDocs Podcast Instagram: @wardocspodcast LinkedIn: WarDocs-The Military Medicine Podcast YouTube Channel: https://www.youtube.com/@wardocspodcast

Estate planning is not just about preparing for the unexpected—it is about protecting what you have worked hard to build. In this episode, guest James Atwood, estate planning attorney and co-founder of Atwood McCall, shares how proactive estate planning can protect assets, minimize taxes, streamline probate, and align with business succession strategies. Tune in to learn why updating your estate plan every few years is essential to preserve your practice, your family, and your legacy for the future.  Timestamps00:00 Intro04:19 Banter Ends05:47 Tell us about you and your background.07:19 Tell us about Atwood & McCall.09:53 A physician who keeps hearing that he needs a will or needs estate planning. He does not like thinking about his own mortality. He wants to know why he would need estate planning?14:00 Walk us through all the things that a person plans for in their estate planning?17:01 How do estate taxes work?24:35 How often should I update my estate plan? 26:45 Access+27:27 Legal Takeaways 29:10 OutroWatch full episodes of our podcast on our YouTube channel: https://www.youtube.com/@byrdadatto  Stay connected for the latest business and health care legal updates:WebsiteFacebookInstagramLinkedIn

This week on The Audit Podcast, our guest is Jamie Meziere, Chief Audit Executive at FedEx. Jamie shares what FedEx's analytics and AI program looks like today and the one thing she wishes every auditor would start doing now. She also talks about the early career goal she set to become a CAE—and how she created a plan, executed on it, and ultimately stepped into the Chief Audit Executive role at one of the largest organizations in the world. We also get into what happens after you reach that milestone: what her first year as CAE has looked like, how she approached her first performance evaluation, and the criteria she believes matter most when evaluating CAEs. Be sure to connect with Jamie on LinkedIn.   Also, be sure to follow us on our social media accounts on LinkedIn, Instagram, and TikTok.   Also be sure to sign up for The Audit Podcast newsletter and to check the full video interview on The Audit Podcast YouTube channel.   Timecodes:   3:15 - Jamie's LLM History 6:10 — Leveraging AI for Vision and Strategic Planning 8:54 — Jamie's Top Advice for Auditors 11:20 — Early Career Goals and Jamie's Path to Becoming a CAE 16:02 — Goal-Setting and the Importance of Mentorship 22:40 — Guidance for CAE Evaluations 24:30 - Final Thoughts   *   This podcast is brought to you by Greenskies Analytics, the services firm that helps auditors leap-frog up the analytics maturity model. Their approach for launching audit analytics programs with a series of proven quick-win analytics will guarantee the results worthy of the analytics hype.  Whether your audit team needs a data strategy, methodology, governance, literacy, or anything else related to audit and analytics, schedule time with Greenskies Analytics.          

As Robert Glazer's company grew rapidly, he faced a critical leadership challenge: identifying which top performers could scale with the business and which would be left behind. He discovered that when companies double in size, nearly half of their people and processes tend to break. Recognizing that his four-capacity framework for individual growth could also foster team building, he began helping employees and organizations evolve together. In this episode, Robert shares the essential leadership skills for scaling effectively without losing your best talent. In this episode, Hala and Robert will discuss: (00:00) Introduction (00:41) His Entrepreneurial and Leadership Journey (09:05) Transition From CEO to Teaching Entrepreneurs (14:42) The Concept of Capacity Building (20:12) Scale Sustainably: Effective Team-Building Strategies (26:29) Building Core Values and Team Alignment (34:07) Effective Feedback: A Core Leadership Skill (43:00) Work-Life Balance and Team Wellness (48:00) Building Emotional Capacity and Team Trust (56:19) Leadership Tips for Better Hiring Decisions Robert Glazer is a serial entrepreneur, award-winning executive, and founder and chairman of the board at Acceleration Partners, a global leader in partnership marketing. He's the author of several bestselling books, including Elevate and Elevate for Teams, which focus on personal growth, leadership, and organizational capacity. Robert is also the host of the Elevate Podcast and the creator of the viral newsletter Friday Forward, read by hundreds of thousands in over 140 countries. Sponsored By: Indeed - Get a $75 sponsored job credit to boost your job's visibility at Indeed.com/PROFITING  Shopify - Start your $1/month trial at Shopify.com/profiting.  Mercury streamlines your banking and finances in one place. Learn more at mercury.com/profiting. Mercury is a financial technology company, not a bank. Banking services provided through Choice Financial Group, Column N.A., and Evolve Bank & Trust; Members FDIC. Quo - Get 20% off your first 6 months at Quo.com/PROFITING  Revolve - Head to REVOLVE.com/PROFITING and take 15% off your first order with code PROFITING  Framer- Go to Framer.com and use code PROFITING to launch your site for free.  Merit Beauty - Go to meritbeauty.com to get your free signature makeup bag with your first order.  Pipedrive - Get a 30-day free trial at pipedrive.com/profiting  Airbnb - Find yourself a cohost at airbnb.com/host  Resources Mentioned: Robert's Podcast, Elevate: bit.ly/Ele_vate  Robert's Book, Elevate: bit.ly/E_levate  Robert's Book, Elevate for Teams: bit.ly/EvateTeams  Robert's Website: robertglazer.com  Robert's Core Values Course: robertglazer.com/compass-yap/  Who by Geoff Smart: bit.ly/-Who  Miracle Morning by Hal Elrod: bit.ly/The_MiracleMorning  Active Deals - youngandprofiting.com/deals  Key YAP Links Reviews - ratethispodcast.com/yap YouTube - youtube.com/c/YoungandProfiting Newsletter - youngandprofiting.co/newsletter  LinkedIn - linkedin.com/in/htaha/ Instagram - instagram.com/yapwithhala/ Social + Podcast Services: yapmedia.com Transcripts - youngandprofiting.com/episodes-new  Entrepreneurship, Entrepreneurship Podcast, Business, Business Podcast, Self Improvement, Self-Improvement, Personal Development, Starting a Business, Strategy, Investing, Sales, Selling, Psychology, Productivity, Entrepreneurs, AI, Artificial Intelligence, Technology, Marketing, Negotiation, Money, Finance, Side Hustle, Startup, Mental Health, Career, Leadership, Mindset, Health, Growth Mindset, Networking, Goal Setting, Time Management, Problem Solving, Decision Making, Strategic Planning, Time Management.