Podcasts about Strategic planning

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.

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

On this week's episode, Tim Gole shares how sheep farmers can increase their profits by shifting from responding to problems to preventing them in the first place.Tim runs ForFlocksSake, a vet-based sheep consultancy company. After a lightbulb moment during the drought, Tim became a self-confessed sheep fanatic.With both Tim and Mark clearly in their element, they spend nearly an hour talking all things sheep. They discuss lifetime ewe programs, scanning strategies, the use of genetics to make production easier and more profitable, and the benefits and drawbacks of EID. They also cover reproductive efficiency, worm control lessons and lots of other sheep-related topics. Head Shepherd is brought to you by neXtgen Agri International Limited. We help livestock farmers get the most out of the genetics they farm with. Get in touch with us if you would like to hear more about how we can help you do what you do best: info@nextgenagri.com.Thanks to our sponsors at MSD Animal Health and Allflex, and Heiniger Australia and New Zealand. Please consider them when making product choices, as they are instrumental in enabling us to bring you this podcast each week.Check out Heiniger's product range HERECheck out the MSD range HERECheck out Allflex products HERE

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, I sat down with Lisa Horner, Chief Marketing Officer at AppFolio - LIVE at the AppFolio FUTURE Conference. We talked about what's actually working in property management marketing today, digging into AI hype vs. real impact, why understanding your customer beats clever tactics, and how to market without sounding like… well, a marketer.Lisa shares how AppFolio stays close to operators (literally - engineers on the tradeshow floor), why branding starts with asking “who are we?” and “what do we care about?”, and how the best marketing campaigns begin with deep empathy and strategic constraints.We also touch on leadership transitions, the role of experimentation, and how business owners can prepare for AI-powered change (without panicking).We discuss:(00:00:00) - Intro(00:01:44) - AI in Property Management(00:06:03) - Marketing Strategies in the AI Era(00:09:17) - Understanding Customer Needs(00:16:31) - Sponsor - PropertyManagement.com(00:20:53) - Leadership and Management Insights(00:30:41) - Reflecting on Personal Beliefs and Values(00:30:53) - The Fear of Defining Your Brand(00:31:33) - Strategic Planning and Constraints(00:32:16) - The Importance of Targeted Marketing(00:33:00) - Sponsor - RentEngine(00:34:54) - The Impact of AI on SEO and Digital Marketing(00:37:47) - Embracing Experimentation in Marketing(00:40:23) - Understanding Your Customer Base(00:46:45) - Balancing Inbound and Outbound Marketing(00:49:15) - Leveraging Technology for Business Growth(00:55:34) - The Role of Marketing Beyond Lead Generation(00:57:21) - Conclusion and Final ThoughtsLearn more and connect with Lisa here: Lisa on LinkedInAppFolioLearn more & connect with me here:⁠⁠⁠Crane⁠⁠⁠, the private community for property management business owners.⁠⁠⁠My Free PM Newsletter⁠⁠⁠⁠⁠⁠RL Property Management⁠⁠⁠ 

AI Prompts for "Strategic Planning" and "Reflection". SmilingForSuccess22@gmail.com IG DebbieParkerNet

Send us a MessageIn this episode of Culture Change RX, Sue Tetzlaff and Doug Morse discuss the complexities and challenges faced by rural healthcare organizations. They explore the importance of strategic planning, optimizing existing services, and making informed decisions to drive growth and improve patient care. The conversation emphasizes the need for clarity in strategy and the effective use of existing resources. Doug shares actionable insights for healthcare leaders to navigate uncertainty and enhance their operational effectiveness.Optimizing existing services is crucial for success.Deciding on strategic initiatives requires careful consideration.Focused improvements can lead to a ripple effect in performance.Existing resources can be harnessed for better outcomes.Healthcare organizations benefit from prioritizing high-impact activities.Connect with Doug Morse on LinkedInCapstone 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 of 21st Century Water, we sit down with Jeffrey Szabo, CEO of the Suffolk County Water Authority, to explore how strong leadership and strategic planning are transforming one of the largest water utilities in New York. Szabo shares his path from public administration into the water sector, emphasizing that a technical background isn't a prerequisite for impactful leadership. His administrative expertise and focus on culture, innovation, and accountability have positioned the organization as an industry leader.We begin with Szabo's early days in government and how he unexpectedly transitioned into water utility management. Initially unsure about his fit for the role, he realized his skills in project management, strategic visioning, and organizational leadership were exactly what the Authority needed. Over the past 16 years, he's led with a clear strategic direction, focusing first on departmental metrics, then developing the Authority's first and second strategic plans. These plans focus on core operational pillars—like treatment, laboratory science, customer service, and technology—while more recently emphasizing culture, professional growth, and employee retention.Szabo stresses the importance of empowering staff, shifting the culture from passive compliance to active participation. Early challenges included getting employees comfortable with open dialogue, process review, and decision-making autonomy. Over time, the organization evolved into one where continuous improvement and innovation are expected and supported.We then move into the scale of the infrastructure managed by the Authority. It serves 1.2 million residents across an 86-mile stretch, supported by 6,000 miles of water main, over 250 well fields, and 60 storage tanks. The utility draws entirely from a sole source aquifer and operates 600 wells, all maintained with a keen eye on sustainability and proactive investment. Szabo outlines a $110 million capital budget and a $175 million O&M budget, highlighting costs around labor, electricity, and ongoing treatment upgrades.On innovation, Szabo talks about meter-reading pilots, paperless work orders, and customer service enhancements. He also shares their proactive approach to PFAS contamination. Instead of waiting for regulations, they invested early in treatment systems, funded transparently through a dedicated surcharge. The result: full compliance with future federal regulations—six years ahead of schedule.Lastly, Szabo reflects on his role as president of AMWA and the value of knowledge-sharing among the nation's top utility leaders. He closes by defining his legacy: an organization known for innovation, transparency, and empowered people—not just infrastructure.Suffolk County Water Authority: https://www.scwa.comAssociation of Metropolitan Water Agencies (AMWA): https://www.amwa.net00:00 - Introduction to 21st Century Water00:33 - Jeffrey Szabo's Background and Government Experience03:15 - Transition to Suffolk County Water Authority07:30 - Building and Implementing a Strategic Plan10:40 - Culture Shift and Staff Empowerment15:15 - Overview of Water Infrastructure and Scale18:20 - Budget, O&M, and Capital Investments21:00 - Innovation and Future Planning24:00 - Addressing PFAS Proactively27:25 - Leadership in AMWA31:28 - Reflections on Legacy and Organizational Change34:53 - Closing Remarks Aquasight Website: https://aquasight.io/

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.

Carrying the wisdom of five generations before her, Katerina Kupenga inherited a special legacy from her ancestral namesake: the gift of Māori facilitation.And as a proud wahine Māori from Ngāti Porou, Katerina joins me to share this rich wisdom with us all. She guides us through the sacred welcoming rituals of the Pōwhiri, the complexities of tribal relations, the spiritual intimacy of exchanging breath, and the energy work that takes place as people, ancestors, emotions, and tension are invited into being.This is a truly special conversation about what it means to be Māori, and the unique indigenous methods that acknowledge the Māori people of the land.Find out about:The traditional Māori rituals, chants, and the guidance of the gods that take place during workshopsKaterina's journey to relearning the wisdom and culture of her peopleThe importance of honouring Māori practices and language – free of Western agendas, structures and timeframesFacilitating conversations and tensions around intergenerational, ancestral traumasThe unconscious biases that exist in the facilitation sector, and the alternative perspectives we needDon't miss the next episode: subscribe to the show with your favourite podcast player.Links:Watch the video recording of this episode on YouTube.Connect to Katerina Kupenga:LinkedInWebsiteShare your thoughts about our conversation!Support the show✨✨✨You can now find the podcast on Substack, where your host Dr. Myriam Hadnes is building a club for you to find fellow listeners and peers: https://myriamhadnes.substack.com/

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.

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

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 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.”

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...

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.