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In this episode, Jason and Makenzie dive into the essentials of budgeting, forecasting, and planning for the year ahead. They break down what to focus on in preparation for the new year. The discussion explores the difference between budgeting and forecasting, how to interpret historical performance, and how to use your numbers to set purposeful goals that drive growth. This episode provides practical insight on how to plan effectively and set your company up for a strong, successful year.
Succession Planning with Steve Fisher and Bryan Preston (Family Business Radio, Episode 70) In this episode of Family Business Radio, host Anthony Chen is joined by Steve Fisher from Strategy Partners Group and Bryan Preston from Gaelic Business Solutions for a candid conversation about the real challenges that prevent family businesses from growing and transitioning successfully. […]
In this week's episode of "Maximize Business Value," Part two of Dave Casey and Terry Chevalier's discussion is continued! Terry Chevalier is a certified Mastery Partner and the Founder and managing director of Sunstone Associates. To learn more about Terry, visit his LinkedIn and check out the MasteryPartners.com website. Tune in weekly to hear more from Mastery Partners and to receive relevant key content on your journey to maximizing your business value! #maximizebusinessvalue #masterypartners #exitplanning #businesssuccess #terrychevalier GET THE BOOKS: Start with Maximizing Business Value by Tom Bronson. Learn More about Dave CaseyDave Casey is a seasoned business owner with deep expertise in all aspects of organizational behavior and a passion for helping entrepreneurs reap the full rewards of building their companies. He understands that a truly valuable business isn't just profitable—it's secure, scalable, and transferable. In addition to his work with Mastery Partners, Dave actively gives back to the entrepreneurial community through leadership roles with organizations like Business Navigators, Biz Owners Ed, and Liberty Ministry. Whether advising on strategic growth or mentoring the next generation of business leaders, Dave brings clarity, integrity, and decades of real-world experience to every interaction. His mission goes beyond exit planning—he's committed to helping owners build lasting legacies.Learn More about Terry ChevalierTerry Chevalier, owner and Managing Director of Sunstone Associates, offers over 25 years of executive experience, guiding companies through vast opportunities and challenges. Previously, he played pivotal roles at both mid-market and Fortune 50 firms, including $20B in asset acquisitions. Additionally, Terry boasts a management consulting background with Bain & Company, a decade in the U.S. Intelligence Community, and holds degrees from the Missouri University of Science and Technology and Duke University. Mastery Partners Elevating Businesses to Achieve The Business Owner's Dream Exit The unfortunate reality is that for every business that comes on the market (for whatever reason), only 17% of them achieve a successful exit. You read that right. 83% of attempted business transitions never reach the closing table. Mastery Partners is on a mission to change that. We ELEVATE businesses to achieve maximum value and reach that dream exit. Our objectives are simple - understand where the business is today, identify opportunities for dramatic improvement, and offer solutions to enhance the business, making it more marketable and valuable. And that all starts with understanding the business owner's definition of his or her dream exit. Mastery has developed a 4-Step Process to help business owners achieve their dreams. STEP 1: Transition Readiness Assessment STEP 2: Roadmap for Value Acceleration STEP 3: Relentless Execution STEP 4: Decision: Now that desired results are achieved, the business is ready for the next step in the journey! CONNECT WITH MASTERY PARTNERS TO LEARN MORELinkedInWebsite© 2025 Mastery Partners, LLC.
Succession Planning with Steve Fisher and Bryan Preston (Family Business Radio, Episode 70) In this episode of Family Business Radio, host Anthony Chen is joined by Steve Fisher from Strategy Partners Group and Bryan Preston from Gaelic Business Solutions for a candid conversation about the real challenges that prevent family businesses from growing and transitioning successfully. […] The post Succession Planning with Steve Fisher and Bryan Preston appeared first on Business RadioX ®.
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
In this episode of the Beacon Way podcast, host Adrienne Wilkerson welcomes a special guest, Steve Koscik, who has been the fractional CFO at Beacon for the past three years. Steve shares his extensive background, having previously served as a CFO for a Toyota-based material handling company. He discusses the substantial benefits of fractional CFO services, including financial clarity, KPI setup, cash flow optimization, and strategic decisionsupport. Steve explains the differences between fractional and full-time CFO roles, emphasizing mentorship and efficient financial systems. Additionally, the conversation covers how AI and tools like Giraffe are revolutionizing financial management. The episode concludes with insights on preparing effective business budgets and tips for financial planning. Don't miss out on understanding the significance of a fractional CFO and how it can transform your business!Links mentioned in today's episode:Think CFO: https://www.thinkcfo.net/ Connect with Steve on LinkedIn: https://www.linkedin.com/in/steve-koscik-cpa-mba/Email Steve at: steve@thinkcfo.net
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.
The pleasure was all mine when I sat down and spoke with Alicia Wade, co-founder of the 5 Minute Career Hack podcast. We discussed the unique collaborative model of the podcast, the importance of internal mobility in the current job market, and strategies for career transitions. Alicia shares insights on personal branding, workplace dynamics, and the role of employers in fostering employee growth. The conversation emphasizes the need for individuals to take charge of their career paths and the importance of creating a legacy in the workplace. Guest: Alicia Wade
Not sure what your numbers are telling you? Get a free review: coltivar.com/financial-review Before you book that offsite or map out next quarter, listen to this.Steve breaks down the five mistakes that derail most “strategic planning” sessions: picking the wrong facilitator, ignoring communication styles, showing up without data, jumping to tactics before strategy, and avoiding the one real constraint hurting the business. You'll learn a simple way to structure the day, surface honest input, bring the right numbers, and keep everyone focused on solving the actual strategic problem, so your plan creates results, not busywork._______________________________________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
Welcome to episode 304 of Grow Your Law Firm, hosted by Ken Hardison. In this episode, Ken welcomes in Tanner Jones, Vice President of Business Development at Consultwebs and one of the leading voices in digital marketing for law firms. With over a decade of experience helping firms generate hundreds of millions in verdicts and settlements from web-originated cases, Tanner brings deep insight into how SEO, paid search, and AI are reshaping the legal marketing landscape. His team at Consultwebs, composed of attorney content writers, digital strategists, and designers, has helped law firms nationwide build recognizable brands and achieve consistent year-over-year growth. What you'll learn about in this episode: 1. Paid Search in 2025 - How Google's LSA credit policy and PPC changes affect case volume - Why exact-match targeting outperforms broad match in competitive markets 2. AI's Impact on Visibility - How Google's AI Overviews and ChatGPT are influencing search and lead flow - What content structure helps firms appear in AI-generated answers 3. Attribution & Brand Building - Why tracking conversions is harder than ever in a multi-touch journey - The power of video and social content for building brand familiarity 4. Q4 Action Checklist - Auditing channels, cutting non-producers, and doubling down on top performers - Expanding review collection across Google, Facebook, and legal directories 5. Budgets, CAC, and ROI Targets - Understanding today's cost per case - Setting sustainable ROI goals Resources: Website: consultwebs.com/ LinkedIn: linkedin.com/in/tannerjonescw Facebook: facebook.com/consultwebs Twitter: twitter.com/Consultwebs Additional Resources: https://www.pilmma.org/the-mastermind-effect https://www.pilmma.org/resources https://www.pilmma.org/mastermind AI for PI Expo: www.pilmma.org/ai-for-pi-expo
Distribution partnerships can make or break an independent music career, but most artists don't understand what separates a good deal from a bad one. Jesse Flores, VP of Artist and Label Partnerships at Intercept Music and former Senior Director at Virgin Music Group, shares insider knowledge from over 20 years negotiating deals with major artists and independent labels. In this conversation, Jesse reveals the specific factors distributors evaluate when considering partnerships, the most common contract mistakes artists make (including the advance trap that costs artists future revenue), and what actually moves the needle for independent artists in 2025. He explains why having a team and release plan matters more than just great music, how to optimize your streaming profiles to attract partnerships, and why listening to your distribution partner's advice is the most overlooked strategy for success. Whether you're self-distributing and considering a partnership or already working with a distributor, Jesse's insights on deal structures, streaming economics, and strategic planning will help you make smarter business decisions. Topics covered: What distributors actually evaluate beyond your music The advance mistake that costs artists future revenue Distribution deal vs. label deal: Critical differences Which contract terms you can negotiate (and which you can't) Why releasing too quickly without a plan hurts your career How to optimize streaming profiles to attract partnerships Marketing tactics that actually work in 2025 (hint: not just playlists) International distribution strategy: Regional rollout vs. global release What artists consistently underinvest in that impacts partnership success The power shift between artists and labels in the streaming era Support the Unstarving Musician The Unstarving Musician exists solely through the generosity of its listeners, readers, and viewers. Learn how you can offer your support at UnstarvingMusician.com/CrowdSponsor This episode of the was sponsored by Liner Notes Insider. Get exclusive weekly insights drawn from in-depth research and conversations with hundreds of thriving musicians and industry pros. I dig deep to uncover proven strategies for building a sustainable music career, from marketing and touring to sync licensing and beyond. As an Insider, you'll receive: Deep-dive analysis and actionable strategies from extensive industry research Expert interview breakdowns with step-by-step implementation guides Access to my curated resource library and tools Monthly Q&A sessions for personalized guidance Priority access to special events and workshops First look at new resources and research findings Try Liner Notes Free Start with our free edition featuring selected insights and latest episodes. Upgrade anytime to Liner Notes Insider unlock full access. This episode was brought to you by Podcast Startup. Ready to launch your podcast or take it to the next level? Podcast Startup gives you the frameworks, systems, and insider knowledge to build a show that actually grows your audience and serves your goals. Whether you're just getting started or looking to improve your existing podcast, you'll get actionable strategies on equipment selection, content planning, audience building, and sustainable production workflows—without the overwhelm. Learn more at UnstarvingMusician.com/PodcastStartup. Join podcasters who are building shows that last. Mentioned in this Episode Visit the show notes for this episode at UnstarvingMusician.com for links to things mentioned in this episode. Resources The Unstarving Musician's Guide to Getting Paid Gigs, by Robonzo Dreamhost – See the latest deals from Dreamhost, save money and support the UM in the process. More Resources for musicians Pardon the Disclosure: Some of the links in this post are affiliate links. This means I make a small commission, at no extra charge to you, if you purchase using those links. Thanks for your support! Stay in touch! @RobonzoDrummer on Instagram @UnstarvingMusician on Facebook and YouTube
In this week's episode of "Maximize Business Value," Dave Casey meets with Terry Chevalier to discuss strategic planning for your exit. Terry Chevalier is a certified Mastery Partner and the Founder and managing director of Sunstone Associates. To learn more about Terry, visit his LinkedIn and check out the MasteryPartners.com website. Tune in weekly to hear more from Mastery Partners and to receive relevant key content on your journey to maximizing your business value! #maximizebusinessvalue #masterypartners #exitplanning #businesssuccess #terrychevalier GET THE BOOKS: Start with Maximizing Business Value by Tom BronsonLearn More about Dave CaseyDave Casey is a seasoned business owner with deep expertise in all aspects of organizational behavior and a passion for helping entrepreneurs reap the full rewards of building their companies. He understands that a truly valuable business isn't just profitable—it's secure, scalable, and transferable. In addition to his work with Mastery Partners, Dave actively gives back to the entrepreneurial community through leadership roles with organizations like Business Navigators, Biz Owners Ed, and Liberty Ministry. Whether advising on strategic growth or mentoring the next generation of business leaders, Dave brings clarity, integrity, and decades of real-world experience to every interaction. His mission goes beyond exit planning—he's committed to helping owners build lasting legacies.Learn More about Terry ChevalierTerry Chevalier, owner and Managing Director of Sunstone Associates, offers over 25 years of executive experience, guiding companies through vast opportunities and challenges. Previously, he played pivotal roles at both mid-market and Fortune 50 firms, including $20B in asset acquisitions. Additionally, Terry boasts a management consulting background with Bain & Company, a decade in the U.S. Intelligence Community, and holds degrees from the Missouri University of Science and Technology and Duke University. Mastery Partners Elevating Businesses to Achieve The Business Owner's Dream Exit The unfortunate reality is that for every business that comes on the market (for whatever reason), only 17% of them achieve a successful exit. You read that right. 83% of attempted business transitions never reach the closing table. Mastery Partners is on a mission to change that. We ELEVATE businesses to achieve maximum value and reach that dream exit. Our objectives are simple - understand where the business is today, identify opportunities for dramatic improvement, and offer solutions to enhance the business, making it more marketable and valuable. And that all starts with understanding the business owner's definition of his or her dream exit. Mastery has developed a 4-Step Process to help business owners achieve their dreams. STEP 1: Transition Readiness Assessment STEP 2: Roadmap for Value Acceleration STEP 3: Relentless Execution STEP 4: Decision: Now that desired results are achieved, the business is ready for the next step in the journey! CONNECT WITH MASTERY PARTNERS TO LEARN MORELinkedInWebsite© 2025 Mastery Partners, LLC.
Why You Can Legally Write-Off Strategic Planning Trips.
Fall is here — and so are all the cozy, carb-filled comfort foods.
In this inspiring episode of the Volunteer Nation Podcast, Tobi Johnson celebrates International Volunteer Managers Day with special guest Nicole Smith, Executive Director of Alive. Together, they dive into this year's powerful theme — “Be Bold and Make Change.” Nicole brings a wealth of experience and insight to the conversation, sharing what it really takes to lead boldly in today's volunteer management landscape. From strategic advocacy and clear communication to accountability and continuous improvement, she offers practical wisdom for leaders who want to make a lasting impact. Tobi and Nicole also get real about common challenges like imposter syndrome, the importance of self-care, and how to manage upward effectively within organizations. Full show notes: 187. Bold Leadership – Celebrating IVMDay with Nicole Smith IVMDay - Episode Highlights [00:29] - Celebrating International Volunteer Managers Day [02:32] - The Importance of Bold Leadership [06:42] - Challenges and Ethical Considerations in Volunteerism [14:47] - Nicole's Journey into Volunteer Management [23:56] - Calculated Risks and Overcoming Imposter Syndrome [32:14] - Reflecting on Past Achievements [36:20] - Managing Upward and Advocating for Volunteers [41:35] - Skills for Bold Leadership [46:44] - The Importance of Strategic Planning [52:53] - Delegation and Self-Reflection Helpful Links VisionWeek 2026 VolunteerPro Impact Lab Volunteer Nation Episode #136: Getting Back to Neighboring with Breauna Dorelus Volunteer Nation Episode #101: Tap the Power of Psychological Contracts with Pam Kappelides Supercommunicators: How to Unlock the Secret Language of Connection Book Leadership and Self-Deception: The Secret to Transforming Relationships and Unleashing Results, 4th Edition Book Points of Light Making Purpose Possible Initiative Global International Volunteer Managers Day Site ALIVE International Volunteer Managers Day Page (with playlist!) AL!VE National Summit on Volunteer Engagement Find Nicole on LinkedIn 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.
Send us a textAre you managing your business or truly leading it? This week on "The Selling Podcast," Mike and Scott welcome strategic expert Jim Hanlon to discuss a powerful, often overlooked truth: the best CEOs are often the best CE-'NO's.Jim breaks down the mindset required to run your business with laser-like focus. He explains that great leadership often requires the courage to say "no" to distractions and opportunities that, while tempting, don't align with your core mission.The central lesson is clear: look critically at what is making money and what is not. Jim argues that if an activity, product, or service isn't generating revenue, you must have the discipline to stop it. We discuss how to strategically analyze your offerings and ensure everything you do aligns perfectly with your existing strengths and goals.Tune in to learn how to stay focused, remain true to your vision, and adopt the strategic discipline of a CE-'NO' to maximize profitability and drive genuine business growth.Support the showScott SchlofmanMike Williams - Cell 801-635-7773 #sales #podcast #customerfirst #relationships #success #pipeline #funnel #sales success #selling #salescoach
Send us a MessageIn this episode of Culture Change RX, Sue Tetzlaff explores how certain strategic decisions become turning points that forever change the future of an organization. She shares how courageous leaders move beyond incremental improvements to make trajectory-changing moves—decisions that blend clarity, courage, and execution. Listeners will gain insight into how Capstone Leadership partners with healthcare organizations to help them align strategy and execution, ensuring that their next big move doesn't just shape results—it builds a legacy.Every organization has pivotal moments that change everything.Pivotal moves can include new buildings, key hires, or strategic decisions.In the history of an organization, those trajectory changing moves can be differentiated from those efforts that target incremental improvements or growth.Healthcare organizations can make the shift that creates long-term culture change.Contemplation of future trajectory changes is crucial for healthcare executives.Capstone helps rural hospitals be the provider- and employer-of-choice to keep care local and margins strong. Learn more via a complimentary consultation call. Schedule at: CapstoneLeadership.net/Contact-UsHi! 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.
In this episode, Donna and Tom sit down with Jeff Douville, Director of Logistics at General Dynamics Electric Boat to discuss supply chain leadership, logistics strategy, and lessons from a 40-year career spanning the military and industry. Jeff explains how focus, collaboration, and flow efficiency keep production lines moving, and he outlines strategies for managing disruption, from red-team risk planning to building agility, resilience, and decision-ready analytics. He also highlights technology opportunities such as AI, reshoring trends, and the importance of turning data into actionable decisions. Listeners will gain practical advice for supply chain professionals and students on leadership, teamwork, and preparing for a dynamic future in logistics. Takeaways: Introduction to General Dynamics Electric Boat Exploring commonalities between military, to automotive, and defense systems industries that all logisticians can apply How the supply chain may evolve in the next 5-10 years Advice for mid-career professionals and those starting out in the supply chain management field Stay connected with CSCR on LinkedIn (Center for Supply Chain Research) and Instagram (@pennstatesupplychain), and be sure to follow us on Spotify, Apply Podcasts, or wherever you are tuning into Unpacked: Insights hosted by the Penn State Smeal Center for Supply Chain Research™. Thank you for joining us! Visit our website: https://www.smeal.psu.edu/cscr Guest Biography: Jeff joined Electric Boat as Director of Logistics in May 2023. He is a career manufacturing & distribution supply chain leader having served in the U.S. Army, Defense Industry, Automotive Industry, and Consumer & Industrial Products Industry. Jeff takes great pride in inspiring shared success with a people-focused, performance-driven approach. His academic credentials include a Master's in Business Logistics & Operations Research from Penn State University, a Master's in Strategic Planning from the U.S. Army War College, and a Bachelor's in Business Administration from the University of Wisconsin-Milwaukee. Jeff is an APICS Certified Supply Chain Professional and serves on the Advisory Board of Penn State's Tarriff Center for Business Ethics and Social Responsibility.
Most law firm owners think they understand strategic planning. They've read about goal setting, they know they should do it, and they tell themselves they already are. But true strategic planning is much deeper. It's the difference between reacting to daily fires and leading with clarity, direction, and momentum. Without a real plan, even the most dedicated owner can feel stuck, weighed down by confusion and uncertainty. In this episode, Melissa breaks down what strategic planning really is and why it changes everything. With the right structure and facilitation, strategic planning transforms how you think, decide, and lead. She explains how to connect your data, goals, and priorities to a clear roadmap, so you always know what matters most and why. Whether your future includes shorter work weeks, a specific case goal, or hitting revenue targets while maintaining balance, this episode will help you see what's possible when you plan with truth, structure, and intention. Let's talk! If you are a law firm owner looking to talk with us about partnering on your personal and professional growth, book a short, free, no-pressure call with Melissa here: https://velocitywork.com/calendar Get full show notes, transcript, and more information here: https://www.velocitywork.com/334 Watch this episode on YouTube: https://youtube.com/@velocitywork
In this episode of the Drop in CEO podcast, Deb Coviello explores the pitfalls of short-term thinking among CEOs and introduces the concept of fractional leadership as a solution for sustainable success. Deb shares personal stories, client experiences, and practical questions to help leaders move from crisis management to strategic, balanced leadership. Episode Highlights: [0:24] Introduction: The CEO Trap – Why Chasing Results Isn’t Sustainable [3:14] The Power of Fractional Leadership and Coaching [6:44] Key Questions for Leaders: Moving from Reactivity to Strategy [15:10] Resources and Next Steps: Mini Courses and Coaching Offers 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.
Send us a textMost business owners set goals in January... and abandon them by February. Why? Because they're missing the critical second step of strategic planning.In this week's Maggie's Moment, I'm sharing my two-part approach to annual planning that ensures your goals don't just sound good—they actually happen.In this episode, you'll discover:• Why most annual planning approaches are completely backwards • The two essential components of strategic planning that actually works • The part most people miss: breaking strategy into daily actions • How to create a roadmap that keeps you focused all year long • Why having structure means you're not just busy—you're moving forwardPlus, I'm inviting you to join me for Design Your Success 2026—a complimentary 2-day virtual planning event where we'll create your strategic vision AND your actionable roadmap together.Event Dates: • November 18-19, 2025 | 2:00-5:00 PM EST or• December 10-11, 2025 | 1:00-4:00 PM ESTReady to make 2026 different? Email maggie@stairwaytoleadership.com with your preferred dates.Resources Mentioned: • Design Your Success 2026 Event• Email maggie@stairwaytoleadership.com • Website: https://stairwaytoleadership.com
What exactly is strategic foresight? And how can it be effectively integrated into planning and management to help organizations think, act, and learn more strategically? Join host Michael J. Keegan as he explores these questions and more with Professor Bert George, author of the IBM Center report Embedding Strategic Foresight into Strategic Planning and Management: International Recommendations - sharing global insights on building sustainable foresight practices that shape the future of government. See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
Welcome back to the Empower Her Business Accelerator podcast! I'm your host, Philippa Channer, and I'm so glad you're here. As we turn the calendar to November, we're also turning a powerful new page in your business journey. This month kicks off a transformative four-part series all about strategic goal setting for 2026. And today, we're diving into something that can make or break your long-term success—strategic planning. This isn't just about making a to-do list. This is about creating a vision, a roadmap, and a system that supports your mission and protects your energy. In this episode, I'm breaking down why strategic planning is essential for long-term business success—especially for small business owners, solopreneurs, and service providers who are serious about building sustainable momentum. I share how strategy reduces overwhelm, helps you say no with confidence, and builds a system that grows your business (without burning you out). We'll also explore what real strategy looks like with practical examples and how you can start aligning your daily actions with your bigger goals. Plus, I introduce you to The Entrepreneur Incubator, my done-with-you experience designed to walk you through building a custom content strategy with expert support and accountability. Let's get intentional together. ⏱️ Timestamps + Segment Breakdown: (00:00) Welcome & Series Introduction (01:30) What Strategic Planning Really Means (03:00) Strategy Helps You Say "No" with Purpose (05:30) Build Systems for Growth, Not Just Hustle (07:15) SMART Goals with Real Strategy (08:30) Strategic Planning Builds Confidence & Reduces Overwhelm
In this episode of Property Investing Insights with Right Property Group, Victor and Reshmi Kumar join Phil Tarrant to explore the nuances of property investing, from diversification to the challenges of building a dream home. The discussion begins with a lighthearted look at the festive season, before diving into the importance of a holistic approach to diversification, covering lending strategies, asset management, and lease structures. Victor compares a well-rounded investment portfolio to a balanced workout, emphasising that addressing all aspects of property investment mitigates risks and enhances potential returns. Reshmi highlights the need to align diversification strategies with personal goals and comfort levels, ensuring growth without unnecessary complexity. The conversation also touches on ownership structures and financing options, with Victor explaining how models like tenants in common can provide flexibility and the value of working with skilled brokers. The team shares their experience navigating council approvals to modernise a heritage-listed homestead, illustrating the importance of strategic planning and perseverance in property development. They also discuss the emotional challenges of investing, encouraging a positive mindset and learning from setbacks to achieve long-term success.
What happens to your math improvement efforts when you leave the role?Many school and district leaders assume that lack of time or teacher buy-in is the biggest barrier to sustainable change. But the real threat? Fragility—the risk that everything falls apart when key people leave or switch roles. In this episode, we unpack the often-overlooked issue of leadership transition and how it stalls momentum, erodes trust, and resets years of progress. You'll hear real-world case studies and actionable strategies for building an infrastructure that outlasts any single leader.You'll learn:How to avoid the “spaghetti at the wall” cycle every time leadership changesWhat distributed leadership really looks like in successful math programsHow to create structures that sustain the work—no matter who's at the helmPress play to discover how to future-proof your math leadership and build lasting momentum across your district.Not sure what matters most when designing math improvement plans? Take this assessment and get a free customized report: https://makemathmoments.com/grow/ Math coordinators and leaders – Ready to design your math improvement plan with guidance, support and using structure? Learn how to follow our 4 stage process. https://growyourmathprogram.com Looking to supplement your curriculum with problem based lessons and units? Make Math Moments Problem Based Lessons & Units Show Notes PageLove the show? Text us your big takeaway!Are you wondering how to create K-12 math lesson plans that leave students so engaged they don't want to stop exploring your math curriculum when the bell rings? In their podcast, Kyle Pearce and Jon Orr—founders of MakeMathMoments.com—share over 19 years of experience inspiring K-12 math students, teachers, and district leaders with effective math activities, engaging resources, and innovative math leadership strategies. Through a 6-step framework, they guide K-12 classroom teachers and district math coordinators on building a strong, balanced math program that grows student and teacher impact. Each week, gain fresh ideas, feedback, and practical strategies to feel more confident and motivate students to see the beauty in math. Start making math moments today by listening to Episode #139: "Making Math Moments From Day 1 to 180.
Football season is here — and so are the wings, dips, chips, and drinks that can throw your weekend completely off track. But what if you could enjoy all the fun without the Monday regret?In this episode, Dr. Stacy shares her favorite real-world strategies for staying mindful during tailgates and football parties — no food guilt required. You'll learn how to plan ahead, eat with intention, and still enjoy your favorites without feeling stuffed, bloated, or “off-plan.”
On the October 28th episode of "People Not Titles," hosts Steve Kaempf and Matt Lombardi discuss the U.S. government shutdown's impact on real estate, the National Association of Realtors' internal challenges, and why younger Americans are favoring stocks over homeownership. They also review Midwest market trends, share Halloween-themed real estate stats, and wrap up with sports talk and upcoming events.**Government Shutdown Impact on Real Estate (00:00:00)****Pending Home Sales and Economic Jitters (00:01:07)****Absence of Federal Economic Data (00:02:41)****Loan Processing Delays and Market Fluidity (00:03:12)****NAR Working Group Formation and Purpose (00:04:28)****Background and Motivation for the NAR Working Group (00:05:04)****Brokerage Perspective and NAR's Response (00:07:09)****NAR Working Group Recommendations Overview (00:08:13)****Clear Cooperation Policy Critique (00:09:13)****Three-Way Membership Agreement Challenge (00:10:49)****Financial Transparency and Restructuring (00:12:26)****Independent Governance and Oversight (00:14:04)****NAR's Financial Reserves and Legal Exposure (00:16:05)****Second Century Ventures and Member Benefits (00:18:31)****NAR's Response and Strategic Planning (00:21:34)****Federal Reserve Meeting and Rate Cut Expectations (00:23:22)****Young Americans: Stocks vs. Homeownership (00:24:57)****Homeownership Costs vs. Renting (00:26:36)****Generational Attitudes Toward Real Estate (00:27:48)****Wealth Building and Real Estate (00:30:09)****Barriers to Homebuilding and Housing Shortage (00:32:08)****Coiled Spring Housing Market Thesis (00:34:33)****Mortgage Rate Snapshot and Market Data (00:36:01)****US Existing Home Sales and Inventory (00:36:40)****Illinois Housing Market Update (00:40:27)****Illinois Market Forecast (00:42:26)****Wisconsin Housing Market Update (00:42:50)****Haunted Houses and Homebuyer Attitudes (00:43:40)****Podcast Announcements and Events (00:46:47)****Chicago Bears and Sports Recap (00:47:41)****Podcast Closing and Sponsor Message (00:49:22)Full episodes available at www.peoplenottitles.comPeople, Not Titles podcast is hosted by Steve Kaempf and is dedicated to lifting up professionals in the real estate and business community. Our inspiration is to highlight success principles of our colleagues.Our Success Series covers principles of success to help your thrive!www.peoplenottitles.comIG - https://www.instagram.com/peoplenotti...FB - https://www.facebook.com/peoplenottitlesTwitter - https://twitter.com/sjkaempfSpotify - https://open.spotify.com/show/1uu5kTv...
Send us a MessageCEO Ben Davis provides his fifth quarterly update on the happenings of Glencoe Regional Health's Experience Initiative which is targeted at improving access to care and elevating the patient, resident, and employee experiences.Leaders aim to leave a lasting impact on their organizations.Community involvement evolves as healthcare leaders and employees learn new skills as part of the Experience Initiative.Leadership development fosters a culture of accountability.Measuring success involves both objective metrics and subjective feelings.Adaptability is key in facing external challenges in healthcare.Rural healthcare can provide quality care that rivals larger organizations.Collaboration across departments improves overall organizational effectiveness.In this fifth of a series of planned quarterly episodes on Culture Change RX, host Sue engages with Ben Davis, President and CEO of Glencoe Regional Health, to discuss the strategy execution processes within his organization. Ben emphasizes the importance of community impact, leadership development, and overcoming challenges in the healthcare sector. The conversation highlights the significance of employee engagement and the need for adaptability in the face of external challenges. Ben shares insights on measuring success and the future of rural healthcare, advocating for a focus on quality care and community involvement.Missed earlier episodes in this series with CEO Ben Davis?Listen to Part 1Listen to Part 2Listen to Part 3Listen to Part 4Subscribe and stay tuned for more insights from leaders driving meaningful change.Capstone helps rural hospitals be the provider- and employer-of-choice to keep care local and margins strong. Learn more via a complimentary consultation call. Schedule at: CapstoneLeadership.net/Contact-UsHi! 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.
Turning Creativity into Cash Flow: How LEGO Serious Play Became a Powerful Tool for Team Building—And an Extra Revenue Stream in My Business.Looking for a fresh way to boost team communication, collaboration, and problem-solving? In this short, power-packed episode of the Second Act Success Podcast, host Shannon Russell, business coach and certified LEGO® SERIOUS PLAY® facilitator, shares how this additional business arm to her business turns meetings into momentum. She talks about how you can think outside of the box when it comes to taking your passions and turning them into aspects of your business. Learn how hands-on, brains-on building with LEGO bricks drives 100% participation, sparks innovation, and accelerates strategic planning across industries (hospitals, pharmacueticals, nonprofits, tech, education, and more).You'll hear Shannon's pivot from working in the entertainment industry to entrepreneurship, how she integrated LEGO SERIOUS PLAY workshops into her business, and exactly why this approach outperforms traditional meetings for leadership development, culture building, change management, and project planning.Key takeaways:What LEGO SERIOUS PLAY is and why it works for corporate team building and strategy workshopsHow it guarantees equal participation and unlocks creative problem solvingReal-world outcomes: alignment, engagement, and faster decisionsWays to add LEGO SERIOUS PLAY as a new revenue stream or service offering in your businessWhat are additional revenue streams you can consider to add onto your business offerings? This episode of the Second Act Success Podcast will get you thinking!If you want to learn more and book your own custom workshop for your team, learn more at https://secondactsuccess.co/corporate.SHOW NOTES:https://secondactsuccess.co/220Tell us what you think and what you want to hear on the podcast!You are listening to the Top 2% globally ranked podcast Second Act Success!CONTACT Shannon and share your feedback about what you'd like to hear on the podcast! https://secondactsuccess.co/contact Book a FREE Strategy Call with host and business coach Shannon Russell - https://www.calendly.com/second-act-success/coaching-strategyWork with Shannonhttps://secondactsuccess.co/coaching FREE Resourceshttps://secondactsuccess.co/resources FREE Masterclasshttps://secondactsuccess.co/secrets READ Shannon's Book - Start Your Second Act: How to Change Careers, Launch a Business, and Create Your Best Life https://startyoursecondact.com. LISTEN to the How To Quit Your Job and Start A Business Podcast! https://secondactsuccess.co/listenLET'S CONNECT!Instagram - https://instagram.com/secondactsuccessLinkedIn- https://www.linkedin.com/in/shan...
Not sure what your numbers are telling you? Get a free review: coltivar.com/financial-review Every business has a strategy, even if it's not written down.The real question is whether yours is working. In this episode, Steve explains what strategy actually is, why every company needs one, and how to identify the strategic problem that's holding your business back. He shares a simple framework for making better decisions, keeping your customer at the center, and connecting strategy to financial results so your growth actually pays off. If you've ever wondered whether you need a strategy, this episode will give you the answer._______________________________________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
Halloween doesn't have to mean a week-long sugar hangover. In this fun and practical episode, Dr. Stacy shares real-life strategies for keeping Halloween magical—without letting candy take over your house (or your appetite).You'll learn:
The Third Growth Option with Benno Duenkelsbuehler and Guests
Are you looking for a Third Growth Option ℠ ? We unpack why strategic planning fails, when leaders confuse the destination with the plan — and how a bold North Star fuels execution.Key Takeaways:AVOID thinking too small (seeing goals as “Finish Lines”)INSTEAD, think bigger: set goals as your “North Star”. SUMMIT VISION – from 3 lenses (marketing, ops, finance)TRANSFORMATIVE PERSPECTIVE from the peak“Attainable” goals provide short-term reward, but don't inspire much BHAG thinking (combined with well-sequenced quick wins) creates real momentum Commit to one system of executing the plan: EOS, OKRs, OGSM, our 1-2-3 Growth Process, etc. THE ULTIMATE TRAP: the crime of low aimAlways growing.Benno Duenkelsbuehler CEO & Chief Sherpa of (re)ALIGN reALIGNforResults.com benno@realignforresults.com
This week's cards pulled TWO Pages and the Six of Wands, which means you're being asked to approach your week with beginner's mind while claiming the victory you've already earned. The Wheel of Fortune says cycles are turning. Mars trines Jupiter and Saturn this week, Mercury enters Sagittarius, and the First Quarter Moon in Aquarius gives you the cosmic green light to MOVE. This episode breaks down your mindset anchor (Page of Cups), structure move (Page of Swords), systems action (Knight of Pentacles), and growth energy (Wheel of Fortune) for the week, plus your 5-day action plan to take your victory lap THIS WEEK. Not someday. Now. Book your free 10-Hour Recovery Roadmap: https://docs.google.com/document/d/1YsOE-H1gnkSnDvDTbpUmXLpixgLwDrGq17E2PFTsT6U/edit?usp=sharing Grab this week's action plan on Instagram: https://www.instagram.com/p/DQT0q0_DAyS/?img_index=1
Want to start, grow, and monetize your own podcast? Watch Podcast Success Secrets Welcome to the optYOUmize Podcast where we help entrepreneurs build the business AND life of their dreams. Get tips, tactics, stories, and inspiration from interviews with business and personal development experts and lessons from my own successes and failures so you can make more, work less, and live better. You don't have to go it alone--we're here to support and motivate you, and encourage you to keep going until you reach your goals. Follow optYOUmize Podcast with Brett Ingram: LinkedIn | YouTube | Instagram | Facebook | Website Summary Brett Ingram interviews Raj Singh, VP of Product at Mozilla, who shares his journey as a successful entrepreneur and startup founder. Raj discusses his early career, the importance of problem-solving, and the role of luck and timing in entrepreneurship. He emphasizes the need for iterative processes, the discomfort of entrepreneurship, and how AI is transforming growth strategies. Raj also provides insights on decision-making in product management and offers valuable tips for entrepreneurs looking to prepare for an exit strategy. Visit https://linktr.ee/mobileraj for links to his background, product portfolio and socials. Chapters 00:00 The Journey of an Entrepreneur 08:13 Building for Success: Intent vs. Outcome 12:09 Navigating the Startup Landscape 20:09 Empowering Solopreneurs with AI Tools 21:28 The Shift in Startup Funding Dynamics 22:41 Harnessing AI for Creative Empowerment 26:13 The Art of Decision-Making in Product Management 33:11 Strategic Planning for Business Acquisition 37:40 Leveraging AI for Accelerated Growth #startup #AI #growthstrategies #personaldevelopment #entrepreneurship #optyoumize #brettingram #entrepreneurpodcast #podmatch Learn more about your ad choices. Visit megaphone.fm/adchoices
Should your church do strategic planning during a pastoral transition—or wait until a new pastor arrives? In this episode of the Church Revitalization Podcast, Scott Ball and A.J. Mathieu tackle one of the most common questions churches ask during seasons of change. They outline why planning now is almost always the better choice and how it can set up your next pastor and congregation for long-term success. Scott Ball and A.J. Mathieu are church consultants with The Malphurs Group, equipping churches worldwide to grow healthier through strategic planning, leadership development, and revitalization. With over a decade of experience, they share practical wisdom for navigating transitions with clarity and confidence. In this episode: [02:10] When strategic planning may not be the right timing [05:30] How planning shapes better job postings and candidate alignment [08:13] Why pre-planning strengthens mission, vision, and pastoral fit [12:49] Increasing congregational buy-in and unity during transition [18:38] Giving your next pastor a better decision-making framework [22:01] Addressing the concern of “cutting out” the new pastor Links & Resources: Healthy Churches Toolkit: https://healthychurchestoolkit.com Episode Article: https://malphursgroup.com/313Website: https://malphursgroup.comFacebook: https://facebook.com/malphursgroup Instagram: https://instagram.com/malphursgroup YouTube: https://youtube.com/themalphursgroup X (Twitter): https://x.com/malphursgroup
The advisory industry is facing one of its greatest challenges yet; a looming shortfall of nearly 100,000 advisors over the next decade. In this episode of Building the Billion Dollar Business, host Ray Sclafani unpacks how firms can overcome the "Great Talent Squeeze" and become an employer of choice for next-generation advisors. Ray explores the critical mindset, cultural shifts, and strategic investments firms must make to attract, develop, and retain elite talent not just for today, but for the future of the business.Key Takeaways1. Culture isn't invisible, it's your most powerful advantage. Build an environment rooted in trust, inclusion, and authentic leadership to attract the best.2. Next-gen advisors expect modern tools. Investing in technology signals that your firm is forward-thinking and committed to advisor productivity.3. Go beyond salary. Explore rev-share, equity, or performance-based incentives to align advisor goals with firm success.4. Recruit ahead of capacity needs, benchmark compensation, and hold out for the right candidates to strengthen long-term growth.5. Focus on potential and leadership qualities. Build a clear career path and communicate it early in the hiring process.Click here for CFP Board 2024 Compensation StudyFind 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 solo episode of the Everyday Business Problems podcast, Dave Crysler dives into what strategic planning really means, and why most businesses mistake goals for strategy. Drawing from his experience leading multi-facility operations and growing small businesses, Dave breaks down how to create alignment around your “North Star,” connect data with action, and build a plan that drives clarity, accountability, and sustainable growth. What You'll Discover: Why understanding your North Star matters more than a spreadsheet full of goals. How to move from spot treatment to systems thinking in your planning process. The six key characteristics of an effective strategic plan—from data and ownership to cross-functional collaboration. Common signs your planning process is broken (and how to fix them). How to create feedback loops and review cadences that drive continuous improvement. The difference between wanting to grow and actually building a system that sustains it.
Join Dr. Francisco Sagasti, former President of Peru, and Hoover Senior Fellow H.R. McMaster, as they discuss lessons from Sagasti's leadership, regional challenges to freedom and prosperity in Latin America, and his latest books, which explore the life and relevance of Sir Francis Bacon's philosophy for today's international system. Reflecting on Peru's turbulent political landscape and its role in a new era of geopolitical competition, Sagasti shares his perspective on the recent ouster of President Dina Boluarte and his advice to the interim leadership. He explores the roots of popular discontent in Peru, the demands of citizens seeking accountable governance, and his concerns about sovereignty from an economic and cognitive warfare perspective. Despite these pressures, Sagasti discusses his continued confidence in democracy and the qualities that must be rekindled in political leadership to sustain it for future generations. For more conversations from world leaders from key countries, subscribe to receive instant notification of the next episode. ABOUT THE SPEAKERS Dr. Francisco Sagasti served as President of Peru from November 2020 to July 2021. Sagasti previously served in the Peruvian Congress where he headed his party's parliamentary caucus and chaired the Science, Technology, and Innovation Committee. He has been Head of Strategic Planning at the World Bank and President of the United Nations Council on Science and Technology. Sagasti has taught at the Wharton School, IE Business School, and the University for Peace in Costa Rica. Sagasti is currently a professor at Pacífico Business School in Lima. He is the founder of the Peruvian think tank GRADE. He is a prolific scholar who has authored over 25 books and hundreds of academic papers. Sagasti holds engineering degrees from the National Engineering University in Peru and Penn State University, as well as a PhD in operations research and social systems sciences from the University of Pennsylvania. H.R. McMaster is the Fouad and Michelle Ajami Senior Fellow at the Hoover Institution, Stanford University. He is also the Bernard and Susan Liautaud Fellow at the Freeman Spogli Institute and lecturer at Stanford University's Graduate School of Business. He was the 25th assistant to the president for National Security Affairs. Upon graduation from the United States Military Academy in 1984, McMaster served as a commissioned officer in the United States Army for thirty-four years before retiring as a Lieutenant General in June 2018.
In this episode, Ivy Slater chats with us about the importance of slowing down and dreaming big as we approach strategic planning for the future. In this episode, we discuss: How to dream and plan What to review in business planning When to start strategic planning Why joy matters in planning How Ivy approaches strategic planning Ivy Slater is a professionally certified business coach, speaker, best-selling author and podcast host. After owning and operating a 7-figure printing business, having been in the industry for 20 years, she started Slater Success which focuses on developing great leaders and facilitating business growth and expansion. Ivy holds masterminds and retreats with her private client base and corporate training on communication and strategic planning. She speaks nationwide on the topics of leadership, sustainable growth, relationships and sales. Best Selling Author of From the Barre to the Boardroom Website: https://slatersuccess.com/ LinkedIn: https://www.linkedin.com/in/ivyslater/ Facebook: https://www.facebook.com/slatersuccesscoaching Instagram: https://www.instagram.com/ivyslaterssc/ Pinterest: https://www.pinterest.com/slatersuccess/ Twitter: https://twitter.com/SlaterSuccessCC YouTube: https://www.youtube.com/channel/UCJ8b1sGnADlpFE2NrqUfToQ?view_as=subscribe
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.
Key Takeaways: Know your options after selling a business: Understanding different types of business entities helps you plan for taxes and align with your financial goals. Choose the right structure for your needs: Setting up trusts or family offices can reduce taxes, protect your assets, and support long-term legacy planning. Plan early before the sale: Preparing in advance gives you more control and flexibility for your next ventures or retirement. Work with financial and legal experts: A trusted team can help you make smart decisions to protect and grow your wealth. Consider a family office: This setup helps business owners manage their money and investments effectively after exiting their company. Chapters: 0:00 Entity Planning for Big Liquidity Events 2:47 Strategic Planning for Business Sale and Wealth Allocation 5:08 Tax Implications of Trusts and Family Limited Partnerships 6:47 Using Life Insurance Trusts for Legacy and Wealth Transfer 8:08 Understanding Family Offices for Wealth Management and Estate Planning 10:06 Planning Business Exits 11:21 Consult Advisors Before Investment; Past Performance Isn't Future Proof Powered by ReiffMartin CPA and Stone Hill Wealth Management Social Media Handles Follow Phillip Washington, Jr. on Instagram (@askphillip) Subscribe to Wealth Building Made Simple newsletter https://www.wealthbuildingmadesimple.us/ Ready to turn your investing dreams into reality? Our "Wealth Building Made Simple" premium newsletter is your secret weapon. We break down investing in a way that's easy to understand, even if you're just starting out. Learn the tricks the wealthy use, discover exciting opportunities, and start building the future YOU want. Sign up now, and let's make those dreams happen! WBMS Premium Subscription Phillip Washington, Jr. is a registered investment adviser. Information presented is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any specific securities, investments, or investment strategies. Investments involve risk and, unless otherwise stated, are not guaranteed. Be sure to first consult with a qualified financial adviser and/or tax professional before implementing any strategy discussed herein. Past performance is not indicative of future performance.
Ever feel like it's way harder to restart a habit than it was to begin in the first place? You're not alone — and it's not because you “aren't motivated.” The real issue is momentum.In this episode of Weight Loss Made Simple, Dr. Stacy Heimburger breaks down why restarting feels so heavy and how to make it easier with brain-friendly strategies that actually work.You'll learn: ✅ Why your brain resists restarting (hint: it loves the status quo) ✅ The power of the “never miss twice” rule ✅ Tiny hacks to lower friction and make habits effortless ✅ Why fresh starts beat trying to “go back” ✅ Simple ways to reset your environment so your habits stickWhether it's walking, journaling, or drinking more water, this episode will help you get back on track without shame, stress, or starting over from scratch.✨ Ready for your reset? Press play and let's get your momentum rolling again.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 of the DrMarketingTips Show, Jennifer and Corey take a step back from the day-to-day marketing grind and zoom out to look at the bigger picture: strategic planning for medical practices.This isn't your typical "set some goals and hope for the best" conversation. Instead, we'll walk through a practical, repeatable framework that helps medical groups plan for growth, mitigate risk, and build alignment between marketing and business strategy.They also share real examples from the field and introduce a new free one-hour planning session that offers practices a data-backed roadmap for the year ahead.Tune in to Discover:Why celebrating reviewing wins and losses is the first step to smarter planningHow to turn vague goals into measurable KPIs that drive growthThe most common blind spots in medical marketingWhat to include in your scenario planning to reduce risk and stay flexibleWays to use data analysis (website traffic, heatmaps, reviews, social metrics) to guide strategyThe importance of aligning marketing with HR, staffing, and physician recruitment goalsResources & Links:Interested in a free one-hour planning session to review your analytics, identify blind spots, and develop a marketing roadmap for 2026? Book a time and let us know you heard about the offer on the show.
Turn marketing into a true business growth engine! In this episode of StrategyCast, you'll discover a proven planning framework to align each campaign with your company's goals, learn how to turn objectives into actionable plans, explore strategies for integrating AI, and uncover the secret to becoming indispensable in the C-suite.And don't forget! You can crush your marketing strategy with just a few minutes a week by signing up for the StrategyCast Newsletter. You'll receive weekly bursts of marketing tips, clips, resources, and a whole lot more. Visit https://strategycast.com/ for more details.==Let's Break It Down==05:51 Marketing Leadership: Growth and Education07:47 "Aligning Marketing Expectations and Success"13:17 Strategic Planning for Growth Initiatives16:20 Maximizing Brand and Technology Investments20:29 Product Launch Oversight Risks25:13 Focus on Metrics for Success27:04 Strategic Planning and Initiative Approval29:22 "Aligning Marketing Investments with Growth"33:57 AI Innovation: Marketing's Vital Role36:36 "It Takes a Village"41:48 Intentional Time Management Strategies==Where You Can Find Us==Website: https://strategycast.com/Instagram: https://www.instagram.com/strategy_cast/Facebook: https://www.facebook.com/strategycast==Leave a Review==Hey there, StrategyCast fans!If you've found our tips and tricks on marketing strategies helpful in growing your business, we'd be thrilled if you could take a moment to leave us a review on Apple Podcasts. Your feedback not only supports us but also helps others discover how they can elevate their business game!
In this episode of the Drop In CEO Podcast, Deb Coviello explores the power of fractional leadership for businesses facing crisis or transformation. She shares practical strategies for leveraging outside expertise, discusses the value of upskilling through curated audio mini-courses, and offers actionable steps for leaders to assess and fill skill gaps within their teams. Episode Highlights Introduction to Fractional Leadership [2:00] Deb introduces the concept of fractional leaders as a secret weapon for navigating business crises and explains her role as the Drop In CEO. Why Leaders Wait Too Long to Ask for Help [2:18]Discussion on the pitfalls of pride, the importance of timely support, and how fractional leaders can fill critical gaps. Real-World Success Story [7:29] Deb shares a client case study on using fractional leadership to achieve food safety certification and organizational growth. Actionable Steps for Leaders [11:13]Step-by-step guide for assessing team skills, identifying gaps, and deciding when to bring in fractional expertise. 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.
In this look back at the first episode of Strategic Counsel by ForthRight Business, we take you through how to nail your yearly strategic planning process - so you actually get the results you want. Hear how to actually get your team excited about strategic planning, the biggest mistakes companies make with strategic planning, the best format for strategic planning sessions, how to make sure everyone's voices can be heard, and how much food and drink should be involved. Remember, Strategic Counsel's only effective if you put it into action. For more about ForthRight Business by ForthRight People or for 1:1 consultation, check us out at ForthRight-Business.com And as always, if you need Strategic Counsel, don't hesitate to reach out to us at: ForthRight-People.com FACEBOOK https://www.facebook.com/forthrightpeople.marketingagency INSTAGRAM https://www.instagram.com/forthrightpeople/ LINKEDIN https://www.linkedin.com/company/forthright-people/ RESOURCES https://www.forthright-people.com/resources VIRTUAL CONSULTANCY https://www.forthright-people.com/shop
Imagine facing a diagnosis that could redefine your identity—not once, but twice. That's the story of Gregory S. Works, who didn't just survive two kidney transplants—he transformed every setback into a testimony of faith, humor, and unbreakable resilience. Gregory's journey is about more than survival. It's about discovering purpose in the midst of pain, leaning into faith during the toughest seasons, and inspiring others to live fully despite the odds. In this episode of the Marketer of the Day Podcast, Gregory shares his powerful story of navigating chronic illness, embracing second chances, and using his experiences to help others. From health scares to breakthroughs, his message is clear: life is a gift, and it's meant to be lived with gratitude, service, and joy. Whether you're battling a personal challenge or simply want a fresh perspective on resilience, Gregory's wisdom will encourage and uplift you. Quotes: “Two kidney transplants didn't define me—they refined me.” “Resilience is not about bouncing back, it's about bouncing forward with purpose.” “Faith and humor became my medicine when doctors couldn't give me all the answers.” Resources: Follow Gregory Works on Facebook Connect with Gregory Works on LinkedIn Check out Greg Works' book, Triumph: Trials, Transplants, Transition, Transformation, on Amazon
What if the secret to hitting your biggest goals wasn't about doing more—but about doing less, with sharper focus and a simpler plan? In this episode, Dave breaks down how to cut through the noise, simplify your strategy, and finally move the needle where it matters most.