Podcasts about SWOT

We all love winners. We love hearing about the big wins and the perfect track records. It feels good. It feels safe. It instills us with a sense of trust. But I've been in business long enough to know that virtually all individuals who are long-term winners have had profound moments of failure from which they learned invaluable lessons. Those are the people I really want to hear from. They have the kind of knowledge we all need as we navigate through life. It's called wisdom. Surgeons have a saying: “If you've never had a complication, you haven't done enough surgery.” In my surgeon days, I had a handful of complications. Let me tell you—they are no fun. You stay up at night replaying things in your mind, trying to figure out how you could have done things differently—how you could have had a better outcome. Even when unavoidable, those complications teach you something you'll never get from textbooks. It's been no different for me when it comes to business and investing. But I take comfort in knowing that even the greatest investors of all time had their moments of failure and rose from the ashes stronger and wiser. Warren Buffett. Ray Dalio. Every big winner has a story of failure. And while it may be cliché to say that we learn best from mistakes, I truly believe it. The good news is that those mistakes don't have to be our own. Learning from other people's mistakes can be just as effective. This week's episode of the Wealth Formula Podcast is with Russell Gray—a guy many of you already know from his podcasting and radio career. Russ lived through 2008 up close. He took a beating, and he talks openly about what went wrong. But that period also changed the way he sees the world—in a good way. It changed how he thinks about risk, leverage, and what actually matters when things stop going up. That mindset is a big reason he's been successful since then. It's a conversation worth your time. Transcript Disclaimer: This transcript was generated by AI and may not be 100% accurate. If you notice any errors or corrections, please email us at phil@wealthformula.com.  If you let the debt run, at some point you fall into a debt trap where the interest on the outstanding debt consumes all of the available discretionary income, and then you’re borrowing just to service the debt. Welcome everybody. This is Buck Joffrey with the Wealth Formula Podcast coming to you from Montecito, California. Before we begin today, I wanna remind you there’s website associated with this. Podcast called wealthformula.com. It’s where you will go if you would like to, uh, become more, uh, ingrained with the community, including getting on some of our lists such as the Accredit Investor Club. Of course, it is a new year and there are new deal flows coming through. Lots of opportunities that you won’t see anywhere else if you are a, an accredit investor, which means you. Make at least $200,000 per year for the last couple years with a reasonable expectation of doing so in the future. That’s 300,000 if you’re filing jointly or you have a million dollars of net worth outside of your personal residence. If you, uh, meet those criteria, you are an accredited investor. Congratulations. You don’t have to apply for anything, whatever, but you do need to go to wealthformula.com. Sign up for the Accredited Investor Club, get onboarded. And all you do at that point is look at deal flow, and if nothing else, you’ll learn something. So check it out. And who doesn’t want to be part of a club? Now let’s talk, uh, a little bit about today’s show. You know, um, we all love winners, right? We love hearing about big wins, the perfect track record. It feels good. It feels safe, gives us a sense of trust. But the thing is, I’ve been in business long enough to know that virtually all individuals who are, what you would call long-term winners, have had profound moments of failure from which they learned, um, invaluable lessons. So those are the people that I really like to hear from. You know, they have the kind of knowledge we all need that as we navigate through all of life, and it’s called wisdom. Um, surgeons, as you know, I’m an ex surgeon. Have a saying, if you’ve never had a complication, you haven’t done enough surgery. Uh, in my surgery days, I certainly, you know, had a handful of complications just like anyone else who did a lot of surgery. And, and lemme tell you, there, there are no fun, right? So you stay up at night replying things in your mind, trying to figure out how you could have done things differently, how you could have had a better outcome. And sometimes you realize that those mistakes were unavoidable, but. You still learn something from them. And in these cases, you always learn something that you’re not gonna get from the textbooks, just from reading something. And you know what, it’s been no different for me when it comes to business and, and investing, but I, I take comfort in the fact, uh, that even the greatest investors of all time had their moments of failure and arose from the ashes stronger and wiser. All you have to do is look up stories of Warren Buffet and Ray Dalio. And Ray Dalio basically lost everything at one point, uh, because he, you know, he had a macro prediction that went completely south. But listen, uh, the, the point I’m trying to make here is that every big winner, every big winner I know of as a story of failure. And while it may be cliche to say, you know what we learned best from our mistakes, I, I truly believe that. But the good news is that those mistakes don’t have to be our own, right? So you can learn from other people’s mistakes as well, and that can be just as effective. Uh, so this week’s episode of Well, formula Podcast is featuring a guy that you may know. His name is Russell Gray. Russ, uh, has been around a long time, uh, in the podcasting world. And radio. You know, he talks a lot. He’s talked many times to me at least about living through 2008. And you know what that was like, the beating he took and, you know, what went wrong? Uh, you know, it’s, it’s something that he talks about because, you know, he’s a successful guy and that period in time changed. You know, the way he sees the world, the way in which he behaves in that world. How he thinks about things like risk and leverage and you know, what actually matters when things stop going up. Uh, it’s a mindset thing and it’s important. Um, and we also obviously talk about other things as well, such as, uh, Russ’s current take on the economy. Uh, so anyway, it’s a, a good conversation and it’s one that you’re gonna wanna listen to, and we’ll have that for you right after these messages. 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Welcome back to Show Everyone. Today my guest on Wealth Formula podcast is Russell Gray. He’s a second generation financial strategist and, uh, you may know him from being a, the former co-host of the Real Estate Guy Radio Show, which is one of the longest running, uh, uh, radio shows of its time, uh, in the United States. He’s, he’s a founder of. Raising Capitalist project, which is an initiative focused on helping aspiring investors and entrepreneurs how to better understand how wealth is actually created and how uh, economic systems really work. Uh, he’s best known for his emphasis on real assets, cash flow, economic cycles, and preserving wealth and what he views as an increasingly fragile financial system. Welcome, Ross. How are you? Good buck, happy to be here. And, uh, proud of your success on your show. I remember way back at the beginning you were like, Hey, I wanna start a podcast. Yeah. Yep. You’ve done a great job. Yeah, it was an idea. I was like, here’s the idea. Start a podcast, build a community, all that kind of stuff. But it’s interesting. Uh, well, and let’s talk about what’s going on now. You’ve spent decades teaching people about, you know, real assets and cash flow. But lately your writings feel more focused on systems and and macro forces. So what’s changed? Has something finally become too big to ignore? Well, I think there’s two things you know personally, uh, most people who have heard of me or followed me know that 2008 wasn’t kind to me. I was in the mortgage business. I was very leveraged into real estate all over the place. Had my businesses for cash flow, had the real estate for equity growth. Believed that real estate was hyper resilient and gonna be the beneficiary of inflation. Didn’t understand the dependency on credit markets in both my business and my portfolio. And so that was a big mess, not doing, uh, a real SWOT analysis and understanding. And the third part of that, that was tough, is that I operated the business primarily on credit lines as well. So I had virtually no cash. And so when the credit markets seized up. Canceled my income, it canceled my credit lines and it evaporated my equity. And now all I had was negative cash flow on debt, on real estate. I couldn’t control. And so I looked at that and I said to myself, you know, I’m a pretty smart guy. I. Pride myself on paying attention. So obviously I’m not paying attention to the right thing. So I became obsessed with the macro, uh, picture and, and the financial system, which, you know, to me it’s, it’s the macro economy is what’s going on with, uh. Geopolitics and the energy and, you know, even policy, uh, that affects, uh, how well money can flow through the system. Both monetary policy from the Federal Reserve and fiscal policy from the government now today in the Trump administration trade policy. And so I began to pay attention to all those things, but from the standpoint of not how it was gonna affect the stock market, but how it was gonna affect the bond market and interest rates and the availability of credit, and how it was gonna affect Main Street. Directly and specifically now in terms of jobs and job creation are real wages. And so when I started really looking at all that, um, I, I, I realized that there were some things happening that were gonna be really good, and there were also some things that we needed to pay attention to. And these things move very slowly. So in 2010. I saw that coming outta the financial crisis, the Chinese were very upset with the United States about how much the Fed Balance sheet was expanding, and they were concerned about their very large investment in US dollar denominated. Bonds, and so they began creating bilateral trade agreements with Russia and many other countries to where they could begin this large process of de Dollarizing. Well, that was the first time I’d seen that movie, because it was the same thing that the Europeans did after they saw the Nixon default. Right? They began working on the Euro, which took ’em from 71, 72 when they started, maybe 74 when they started, but it took ’em till 99 to get it done. But you know, once they got it in place, over time, the Euro, the Euro has taken over 20% of global trade. You know, that’s market share from the US dollar. And so I saw this BrickX thing beginning to form. Uh, and then I saw the other thing on the macro that I thought was gonna be really good was in the jobs act, something you’ve benefited from as a syndicator, we. I wrote that report, new law breaks Wall Street Monopoly. And so, uh, even though I, I can’t tell you I was a big fan of Barack Obama, but he signed that legislation that happened on his watch. And I think it was fantastic because now it allowed Main Street syndicators, main Street Capital raisers to advertise for accredited investors and began to really, uh, level that playing field and open up Main Street, uh, to invest directly in Main Street. And so I met you in the syndication program that we put together with the real estate guys to coach real estate investors on how to become capital raisers to, to capitalize on that trend. So that’s, you know, kind of how I kind of became doing what I’m doing. And then when I decided, uh, just about 20 months ago to depart the real estate guys, I wanted to take some of the things that I originally set out to do when I first met Robert Helms way back in the day. And, you know, as relationships go, you know, he has his interest in the things that he wants to do, and I had my interest in things I came to do. And for a long time we were aligned well enough to continue to work together. But it got to a point where, for me, I, I wanted to go off in a different direction, and part of that was driven. By the, the death of my late wife. Uh, you had me on the show right after that happened to me, and I was going through this like, who am I? Why am I here? What am I supposed to do next? What do I really want to get done before I die? And so all of those things kind of informed my personal decisions to, to make a switch. And then of course, what’s going on in the macro. Um, what I saw with Trump 1.0, what I saw in the Biden administration and those policies, and then what I thought would happen in Trump 2.0. And I did a presentation on this at the best ever conference in March of 2025, right after he’d been inaugurated. And, and so, uh, that, that’s kind of has me where I feel like there’s some real opportunity coming. Uh, there’s also some things we need to be aware of on Main Street. Yeah. So you’re bullish on Main Street in general, but you’ve been pretty cautious about the broader financial system. So, uh, what are the things that you’re worried about? Well, I, I think if you understand the way the financial system works, uh, it has a shelf life and that. It’s because it’s, it’s a system that is, depends upon ever increasing debt. Um, people say, I wanna pay the debt off, but if they, if they really understood the system, at least the way I think I understand it, uh, and I’m not alone in this, so it’s not something I just figured out on my own. But, um, you know. I, I don’t want to sit here and pretend like I’m the world’s foremost expert, but the way I understand the way the system works is that it, it requires ever increasing debt, and if we were to pay the debt off, it would collapse the system. So I think you waste a lot of time and energy and from a policy perspective, trying to argue about doing that. And I think that’s why it’s never, ever, no matter what administration, what politician, what mix of congress, what. Pressure there is everywhere globally. The system, the central banking system, the way it works globally, is designed to create ever increasing debt. So the, the flip side of that then is to let the debt run. And if you let the debt run, at some point you fall into a debt trap where the interest on the outstanding debt consumes all of the available discretionary income. And then you’re borrowing just to service the debt. Yeah, that’s about $1 trillion right now, by the way. Which is. Which is, uh, about the, the, the defense, uh, budget. Well, and I think that the bigger thing is when you look at, at the interest on the debt and mandatory spending, there’s virtually no room left after that. So if you’ve got, you’ve got the mandatory spending and you’ve got, um, debt service, you, you have very little room. So it’s not. Feasible either for two reasons. One is there’s just not enough discretionary room to be able to cut expenses enough to, to ever manage the debt. Number two, as I previously mentioned, if we were ever to effectively try to pay down the debt in any appreciable way, it would crash the the system. So the, the way I look at it is it’s, it’s, it’s got to be replaced. There’s going to be a great reset. I think the World Economic Forum was trying to set that up for the world, and they had an agenda. I’m, I’m not particularly fond of. Um, there’s been talk about creating a central bank digital currency, which I think is what, you know, the Federal Reserve and the, what I all call the wizards, uh, or the powers of B would prefer. Uh, but I think if you care about privacy and, and, you know, individual sovereignty, uh, and, and just personal freedom, um, I have a lot of concerns about a central bank digital currency. Um, I think the popularity of Bitcoin, uh, if it was, you know, and who knows what the. True origins were, but let’s just take it at face value. I think a lot of the people, at least that were the early adopters before it had the big price run up, was just a way to escape, uh, the system before it failed. And so you’ve got that. And then you’ve got, again, as I mentioned, the bricks and this global effort to de dollarize, which was I think really kicked off. After the great financial crisis and the massive expansion of the Fed’s balance sheet. And then I think picked up a little steam when we froze Russian assets and people began to see that the US might use the dollar and the dollar system, uh, for political instead of being neutral. And I think that picked up some steam. And, and so there’s, there’s both a geopolitical drive to. Uh, come up with a new system. There is, I think we’re at the end of a shelf life that some type of a new system is gonna have to be, uh, created. Uh, and, and then you look at what Donald Trump is doing and what he’s espousing. You know, let’s get rid of income taxes. Let’s get back to pulling in, uh, revenue from tariffs the way the country was originally founded. Uh, he’s talked about eliminating the IRS and going with an ERS, an external revenue service. There’s people that think that he might beat. Wanting to try to get back on some form of sound money, you know, coming out of, Hey, let’s audit the Fed, let’s audit the gold. I mean, let’s audit the gold. And, um, so, you know, we, you, you never know what what’s really gonna happen, but, but I think what we have to pay attention to are the signs that the system is beginning to break down. And one of those signs that I pay a lot of attention to is monetary, metals, gold and silver. I make a distinction between precious metals, which would also include platinum and palladium, and of course they’re strategic metals, but I just focus on monetary metals, which would be gold and silver, and gold and silver. We’re telling you that people would prefer to be the, the, the safe ha haven asset is no longer us treasuries, but, um, but, but gold and central banks have been driving a lot of it. This isn’t the retail market driving it yet. It, it’s really central banks have been accumulating. And so those are the ultimate insiders when it comes to currency. And if the insiders in the currency markets are repositioning into gold, uh, I’d, I’d call that a clue. Yeah, absolutely. Um. Yeah. You recently commented on the public criticism, president Donald Trump made toward, uh, uh, Peter Schiff. What stood out to you about that exchange? Maybe give us some background people. Not everybody knows who Peter is and, and, uh. And all that. So, yeah. Well, I mean, as you know, I’ve known Peter for 12 or 13 years and, uh, I had read his father’s work way back in the day. He is a very famous in the tax protestor world as somebody who just believed that income taxes were unconstitutional. And he resisted that and ended up going to jail for, died in jail as a matter of fact. And so that was, uh, I think sad. Um. But, but to me it felt like a little bit of being a political prisoner, but be that as it may, that’s how I got to know Peter. And so Peter is a guy that comes from the Austrian School of Economics and he believes in sound money. He believes in gold. He does not like Bitcoin. I’ve sat on panels the last two years with Peter, uh, in between him and Larry Lepard. And you know, Larry is a, a former gold guy. He’s still not opposed to gold, but he’s a hardcore sound money guy. But he likes Bitcoin. Peter hates Bitcoin and they get into it, and I usually sit in between ’em and try to keep things calm. Well, you know, so Peter ended up going on Fox and Friends, uh, I think on whatever it was, Friday the eighth I think it was, or whatever, whatever day that was. And he, he criticized Donald Trump’s spending. And, um, budget deficits and said that it would lead to inflation, and that’s a hot button for Trump. And so Trump, yeah. Uh, responded to him, uh, I think like four 30 in the morning on Saturday morning and called Peter, uh, a. Jerk and a total loser. Well, actually I saw it before Peter did, and so I took a screenshot and I texted it to him. I said, Hey, have you seen this? You know, maybe I’ll press is good press. And I think to a degree, maybe it has been me from, I understand Peter ended up on Tucker Carlson’s show as a result of that. So, but I made a video right after that because I, you know, there was a time when. I’m friends with Peter Schiff and I’m friends with Robert Kiyosaki. As you know, I, we introduced you to both those guys and, and at one point they didn’t like each other very much. They got into it ’cause, you know, and, and so we introduced ’em to each other and found that they had more in common than they, they didn’t. And I, I think that that would be true. Not that I’m in a position to introduce Peter to, to Donald Trump, but I think the way Peter is looking at it is true. Um, but there’s context and I think the context is super important. Now I’ve been studying Donald Trump as a businessman way before he was a presidential candidate or a politician, you know, before he was a polarizing guy, a pariah for some people. He, he was just this real estate guy. He’s good at marketing, he’s a real estate guy, and as you know. We got to know his longtime attorney, George Ross. And so I’ve had a chance to have conversations about what it was like working with Donald Trump, the real estate guy, and when he became a politician, I asked George, is he a crazy man? Does he shoot from the hip? And you know, I got a lot of reassurances that he is a sober sound. Methodical, self-disciplined guy and, and I think he uses the eroticism to keep people off balance as a negotiating tactic. And he writes about that in the art of the deal. So the context that I think that people need to have, and I’m not here to defend Donald Trump, the man. I’m not here to defend Donald Trump, the politician, but I look at the policies and what I think he’s up to in the context of realizing that we have a system that is fundamentally flawed and has to be remodeled. So to use a real estate, uh, metaphor, it would be like we have a hotel building that is very tired. It’s at the end of its life, it’s got to be remodeled, and so you can’t. Completely shut it down because it’s an operating business, so it’s gotta operate during the remodel. And so you begin to, um, reposition things and. You, you, you’re not gonna run optimally, so you’re gonna run some deficits while you’re doing the remodel. You’re gonna go into debt because you got a lot of CapEx to do, and during that period of time, your debt and deficits are gonna be a problem. But real estate guys look at debt and deficits not as a permanent condition. I think Peter is saying, Hey, you’re just running up debt and deficits. Well, in the short term he is. Honestly, I don’t think Trump is concerned about that. I think he’s focused on getting this remodel done, and part of that remodel was showed up in the last jobs report, right? We lost jobs to a degree, but they were government jobs, and what we got was a lot of gains in private sector jobs. Scott descent, his treasury secretary, has come out and overtly said, we are an administration for Main Street, not for Wall Street. So if you’re going to de financialize this economy and turn it back into a productive economy. You’re going to have to have policies that are gonna stimulate Main Street, and that’s, that’s the, the, the new units that you’ve rehabbed in your hotel that you wanna move people into. At the same time, you gotta move them outta the old units, which is people making money, trading claims on wealth instead of producing real goods and services, which is the financial ice economy. So it’s not about banking, it’s not about stocks, it’s not about Wall Street. You know, you need the stock market to stay up. But really what you need to do is you need to create production. And, and, and I think that’s fundamental. I think he understands we’re never gonna pay the debt off by cutting. We’ve got to keep the system running until we can get to some form of sound money. We’re actually paying the debt off as realistic, and then we have to earn so much money that the debt relative to our earnings shrinks. So it’s not paying down the debt, it’s paying down the percentage of GDP by growing GDP. And the presentation I did at best ever in March of 2025 was me explaining why I thought. His policies, were going to allow him to increase velocity and increase wages by cutting taxes, interest regulation, transportation costs, and, and again, that was six weeks into administration. That was theory. I’m gonna do a follow up in March of this year to say, okay, looking back when I gave the speech a year ago, what’s transpired, but I can already tell you a lot of the stuff that I thought he would do. He’s done. And I think that’s muting some of the inflation that his spending and deficits to Peter’s point are causing. And that’s why when this last CPI report came out, it wasn’t as ugly as everybody thought it would be. And, and this is when you don’t look at, when you look at it in the mono, you just look at one thing and Peter’s very fixated on this quantity of money theory. Then the expectation is that you print a bunch of money, you run a bunch of deficits, you’re gonna get inflation. And it’s just a. Equals B or A leads to B. But there are other nuances and I think Trump is looking at more like a real estate developer, which makes sense. ’cause that’s his background. Yeah, yeah, absolutely. It’s, I mean, and then the other just point to, to make there is that there is probably, um, now inflation’s a tricky thing, right? Like on the one hand you don’t want this riding up, but on the other hand, it actually helps with that debt. You’re, you’re basically eroding the debt by letting inflation ride a little bit higher at the same time. And I think the Trump administration knows that it’s a tricky thing to balance, but the goal is to, you know, get GDP pumping at, you know, four or 5%, but it’s gotta be real production buck. And that’s the difference, right? The old way of dealing with the debt was inflation. And, and I think people think that he’s using the old formula, but I don’t think he is. Well, I think it’s, I think, I think it’s definitely geared towards increasing real GDP, but I think in the process there’s probably, they probably care less a little bit. Of inflation riding up a little bit in the meantime. ’cause you’re still gonna have, I think he thinks he can mute it. I think he can mute it with lower taxes, lower interest expense, lower energy costs. And the energy is the economy. And from day one, that was the first policy. He’s, he’s aggressively gone after lowering energy costs because that has a, a, a ripple through, it just affects every area of the economy. And then the regulations in, in the last cabinet meeting. It was reported, the way I understood it, that for every regulation his administration passes, they’ve eliminated 48. So it’s actually, he’s removing the friction. And I think the bigger thing is, and I, and I was on a panel at Limitless, uh, this last summer, and TaRL, Yarborough was moderating the panel, asked the panelists what we were looking at that maybe other people weren’t looking at that. Um. You know, is, is a signal about maybe the direction it was. We, I, I can’t remember. This was a prediction panel and what I said was trade policy because everybody in finance spends all their time looking at the flow of money and trying to get in front of the flow of money. And we’re so used to the money coming from the Fed or coming from the treasury. So they’re gonna come from monetary policy or fiscal policy. And that’s what Peter’s doing. He’s looking at the Fed and he is looking at the treasury. And so what I’m looking at is not just the tariff income, which is relatively minor, but I’m looking at the trade deals, and those are published at the White House and there’s a couple trillion dollars of money that’s FDI, foreign Direct Investments coming right into Main Street. And it’s gonna build infrastructure. It’s gonna build factories. It’s good. And they tell you where it’s gonna be because they, they came back with the opportunity zones, which I thought they would do. Makes sense. It’s the way he thinks. And then taking those opportunity zones, the governors can say where in their state they want that money to go. Well, people on Wall Street don’t think geography ’cause they operate in a commodity world that trades on global exchanges. But real estate people. Geography matters a lot. So if I’m a Main Street person, I live on Main Street and I’m looking for Main Street opportunities, I wanna look where that money is going to be flowing in geographically. And then there may be opportunities in real estate or small businesses in those economies, and you can see it coming, but nobody talks about it. So I created Main Street Capitalist as a show to begin to talk about it. I still do the investor mentoring club, which is, you know. A premium thing where we get together every month and we talk about these things. And the point is, is that if you understand, I think what he’s doing, then you can, you can begin to paddle into position. And I think, again, I am really bullish if he loses inflation. If he loses to inflation, he’s cooked. He knows it. I think that that even the suggestion that Peter made that he was losing to inflation is what flared him up. And so I wasn’t trying to necessarily defend. Peter and I wasn’t trying to defend Trump, I was just trying to reconcile that it is possible that both guys could be right at the same time from their perspective. And so I, you know, I, I had one guy take exception because he felt like I was defending Trump, but for the most part, I got positive feedback on the video. I, I, I, you saw it. So you tell me. Did it make sense? Yeah, yeah, yeah. Absolutely. So when you look at today’s environment, everything going on, where do you think investors are most vulnerable? Um, I, I think that if you are very dependent upon, um, healthy credit markets, we could have a disruption. And that’s what happened to me. If Trump loses the inflation battle even for a little while, little be reflected in interest rates. And the challenge is right now that he is asked the Fed to quote unquote lower rates, but the Fed actually doesn’t like. Set rates, what they do is they set a target and then they manipulate markets to achieve those rates. And if, if people believe the fed, there’s a little bit of front running. So what’ll happen is the Fed will come out and go, oh, we’re gonna lower rates, which means bond prices are gonna go up. So they’re like, that’s great, let’s go buy a bunch of bonds, which drives rates down. So the Fed just by talking. Begins to move the market and then they hope that later on the Fed will buy those bonds from them at a profit to push rates down. Does that make sense? So, so when the last two times the Fed has raised rates in their target, the 10 year has responded in the opposite direction. Which means that the market is like not buying in, and the Fed is gonna have to step in. And when the Fed steps in, they do it by printing money out out of thin air. Now, the concern about that is that when they print the money out of thin air. If they’re replacing bonds on their own balance sheet, that’s kind of a circle and it doesn’t leak out into the economy. If they’re buying new issuance from the the treasury, then that money is gonna work its way through the government to to to main street. Now, the Trump administration can prevent some of that by keeping the money in the Treasury, for example, uh, Trump 1.0 left. The Biden administration with, I think over a trillion dollars in, in the treasury checking account, and Janet Yellen put that into the economy right away during the lockdowns, which immediately created extreme inflation because you muted production at the same time you goose. Uh. Purchasing power, you know? So anybody with like three ounces of economic understanding could have told you that that inflation was gonna come, it was gonna come hard, it was gonna come fast, and it was gonna be stickier than than you thought. ’cause once you let that money out in the economy, it’s out. It’s out and the only way to mute it is either to suck it back, which is very, very difficult, or to outproduce it, and it’s very hard to produce anything when everything’s in lockdown. So I think that, you know, those days are behind us. I think the policies that we’re embracing now are more. Pro productivity. And I think that even if the Fed does have to step in, as long as that money doesn’t leak out into the economy, and part of it is the treasury being able to throttle some of that, and the money that does go into the economy doesn’t go into stimulus, but goes into CapEx and infrastructure, that’ll actually, uh, create. Production. Then I think that, you know, this, this game plan that I think they’re trying to execute has a chance. And so I, I’m, I’m watching for it. And of course, to answer your question, what do we have to worry about that it doesn’t work? Right? If it doesn’t work, then inflation will show up. Interest rates will rise, credit markets will crash, it will take real estate values with it. And the hedge is really gonna be, what I’ve always talked about is gold. I started talking back in 2018 when we were the zero bound with interest rates. Hey, there’s only one way interest rates can go and that’s up. And if they go up fast, then that’s gonna crash bonds. So it would be smart, and that’s gonna take real estate equity with it. So it’d be smart when you have real estate equity and low rates to pull some of that equity out and move it into gold. And I called that my precious equity strategy. If I have a video I did at the Vancouver Resource Investment Conference in January of 2022, explaining that when you could still really execute on that, and I’m not saying that you couldn’t do it today, but it’s harder, but the people who did it back then, I mean, you know, they’ve, they’ve seen their gold almost triple. And at the same time, they were able to lock in interest rates that are, you know, a half what they are today. So when you see those mega trends and you can begin, and that’s the stuff I didn’t know how to do in 2006, 2007. I didn’t understand any of this stuff. The, the, you know, losing everything in 2008 forced me to become a hardcore student and then try to apply that to Main Street strategy. And so I think gold and real estate and debt, they all work really well together depending on where you are in the cycle. Do you think that Main Street investors may actually have some advantages in periods like this? Yes, a ton because I think what’s gonna happen is if we have a, um, a, a, a restructure of the financial system into something more responsible, which I think is either gonna be forced upon us or it’s gonna be done by design, and I hope we do it by design. But when that happens, then the days of just buying low and selling high and riding the inflation wave that goes away. And so now it’s gonna be very, very important to understand how to invest for. Productivity. So I call it, you know, buy low sell high trading as an acronym, B-L-S-H-T you. You can sound it out for yourself phonetically. And then the other one is poo, which is productivity of others. And I think that if people focus on investing in the productivity of others, which is what Main street investors, especially real estate investors, focus on, I think cash flow, real profits on small businesses, not speculating on. Uh, exit price or a company that’s gonna take a company public, everybody trying to tap into this giant flood of money that gets pre created from thin air in the banking system and in Wall Street. If, if, if people on Main Street will just start investing. Kind of what Kenny McElroy was doing going through 2008, just focusing on sound assets and good markets with good fundamentals. That cash flow and, and are run by good managers, whether it’s a business, an apartment building, a mobile home park, a self storage, residential assisted living doesn’t really matter. Invest in real businesses that produce real profits where you’re not overpaying for that production of income and especially where there’s some upside. Not to flipping out of the stock, but to actually growing the market share and growing the income. That’s what investing really should be. Wall Street has perverted it into just placing bets and riding a wave and trying to figure out where the money is gonna flow from the Treasury or for from Fed stimulus. And I think Main Street is gonna pick up on the new game sooner. And the good news is if you get good at playing that game, even if the system stays the same, you’re probably gonna do better off anyway. When you talk about buying, buying or investing into productive businesses, I mean, what, what’s the difference in your mind between investing in a private business versus investing in a, you know, a publicly traded business that’s run off, you know, dividends? Yeah, so I, I, I think that it could be okay if the dividend yield makes sense, but anytime you have a publicly traded security, it’s a highly liquid market, which means it’s gonna be volatile and the stocks become chips in the casinos where professional traders are just gambling all day long. And some of that gambling can create an impact on the stock, and it doesn’t matter to you if you’ve only bought it for production of income. Um. And so, uh, you know, I, I don’t think it’s bad. I’ve, you know, Peter’s always been an advocate of, uh, dividend paying stocks, and I think if you’re gonna be in the stock market, that’s what you want to do. I think the opportunity in a private placement in a small business is the opportunity not to have to pay the high multiples because it’s not a perfect market. It’s, it’s the same reason there’s so much more opportunity in real estate. If real estate could trade on an electronic exchange where. You know, millions of buyers could find it, and you could have perfect price discovery. It’s very difficult to find a deal, right? It’s very difficult. But we, if you buy a private business, you know there’s gonna be considerations. You, you deal with a, a owner. Who cares about his customers, who cares about his team, maybe would be willing to carry back the way you would if you were buying a, a, a piece of property from somebody that cares about their neighbors or whatever. I mean, there’s, there’s, there’s a lot more humanity in it. There’s a lot more room for negotiation in it. And a lot of times there’s a lot more room to have control. So, you know, one of the adages with real estate that real estate investors like is, I’m gonna buy an asset, one that I understand, two that I can control. And so when you buy a stock, like a dividend paying stock, you, you might understand the business, you may not understand completely the. Uh, market dynamics that drive the stock price. But as long as the dividends are there, that can be okay, but you don’t have any control. When you actually go buy a small business, you have a, a degree of control. Now, if you’re a passive investor buying into a syndication, then you still have a little bit more, um. Relationship, you have a little bit more insight. You maybe have a voice. You may know the people that are making the decision and running the company personally. So it’s the same thing. You know, you Buck is a syndicator. When you go do a deal, your investors know you. They have a personal relationship with you. Go buy stuff in the stock market and mutual fund managers and investor. You don’t have a relationship with that fund manager and I think that’s worth something if you have a voice right. So we’ve, we’re talking a little bit about credit markets, um, volatility, you know, interest rates. Are they gonna go down like, you know, Donald Trump would like to see, and you know, we’ve got a new fed share coming, all that kind of thing. How should investors be thinking about leverage and risk right now? I, I think the adage with real estate, uh, I mean, sorry, with leverage is always the same, is, um, you know, manage cash flow. I, if, if you use leverage to speculate, that could be a real problem. And whether you did it. Do it for real estate like I did by having very thin or negative cash flow and making that up someplace else and believing that somehow, you know, rents or appreciation are gonna do it. Or buying a non-income producing asset with borrowed funds hoping it’s gonna go higher. I think that would be dangerous, but I think if you fundamentally use debt as a tool. Based on cash flows and you use conservative cash flows, you know, so the debt service coverage ratio, you know, if you have $10,000 a month going out in debt service, make sure you have at least, you know, $12,000 a month coming in on income or above. Then that’s how you begin to build resiliency into your portfolio. And the other thing is don’t borrow long to invest short, right? So your duration matters a lot. We were talking about this before we hit the record button, and I think what happens is people. Uh, make a mistake when they try to operate like a bank. ’cause banks lend short and invest long. And the only reason they get away with it is because they have the Federal Reserve Bank system backstopping them. But you don’t have that as an individual, so you better to do the opposite. Um, if you can match the durations, that’s perfect, right? ’cause then you know what your interest expense is for the, for the duration of the investment. And once you lock in the spread, then you just have the counterparty risk of the, whoever is responsible for creating that income stream that’s gonna service the debt you use to control the asset. And then it just comes down to underwriting and then recourse. And if you feel comfortable with the underwriting and you feel comfortable with the recourse, and you’ve got spread and you’ve locked in a, a duration. Um, that, that is compatible, then that can be a, a, a fairly safe way to use debt. And if interest rates work against you, then you’re okay. And if interest rates work for you, you might be able to refinance your debt and actually increase your spread, but you don’t need it to happen to be successful. Let’s talk a little bit more about what you’re doing right now. So in the past year, you’ve launched, um, several new initiatives. You had masterminds via platforms. Tell us a little bit about this and, and a little bit more what, what you’re trying to accomplish. Well, you know, after losing my wife, um, you, you go through this. Period of time of like figuring out, okay, life is short. What do I want to get done before I left die myself. And so, um, after thinking about that, I went back to really what I came to do when I first met Robert Helms and got involved in the real estate guys. And so I just kinda went back to home base and. Then the other thing is now I’ve got 17 grandchildren, and so I’m thinking a lot less like a father, more like a, a grandfather, a founding father. And, um, and so I’m thinking about what the world is gonna be like in 40, 50, 60 years, and what can I do to plant a seed that will make that world better for my grandchildren? And so I, I did a couple things. One is, um, after I left the real estate guys, we were going through a merger with Ken McElroy, George Gammon and Jason Hartman to create, um, a mastermind group, which we did. And I, I was CEO of that for the. The year during the merger. And that took up some time. And the second thing I decided to do, uh, ironically, it was after a conversation I had with Charlie Kirk. I had a conversation with Charlie Kirk. I said, Hey, I’ve got this idea to help, uh, K through 12 get involved in, in capitalism by starting businesses or working with businesses. Their parents start, and I explained to him the model. He goes, I love it. I want to help you. And so that encouraged me. And then I had a follow up meeting in January of 20. 24 with Mark Victor Hansen, and he really encouraged me. And so with the strength of those two endorsements, I go, you know, I’m gonna do this. And so, uh, I left the real estate guys in, um. March, late March of 2024, and in the summer of 2024, I, I launched the Raising Capitalists Foundation, and people can learn more about that by going to raising capitalists plural.org. And I, I literally launched it at Freedom Fest on July 13th, 2024 and five minutes before I took the stage, Donald Trump got shot. Always remember where I was and how distracting it was, but I did record that presentation and it’s on the website, and so it explains the model. But in, in short, it’s pairing, um, or it’s, it’s putting parents who are in what Kiyosaki, uh, rich Dad would call the E-Class employees. And, uh. Put them under a mentorship program with experienced entrepreneurs and investors to help them start a business, a side hustle. They need the money and they need a mentor. And so then they, um, it can create a situation where their children can come to work for them in the business. And today, information Society, you know, there’s a lot of things kids can do where they learn real life skills, um, working with their parents. So that’s what the Raising Capitalist Foundation is all about. Then I launched two shows. Uh, in 2025, uh, one is I literally just launched like a week ago, and that’s. That Donald Trump video was really the first one that I put out, the Donald Trump versus Peter Schiff video on YouTube. I haven’t even started the podcast side of it. Um, and in on September 27th, uh, on pray.com, I started, uh, another show that, that one’s called the Main Street Capitalist. So if you go to YouTube and look at the Main Street capitalist, you’ll, you can find me there. And then the other one I created was the Christian capitalist. And I kind of went back to, you know, my, my core roots of realizing when I started looking at. Where the country was at, John Adams said that, um. Our Constitution was designed for a moral and religious people and is really wholly inadequate for any other, and so I thought, you know what? I’m I, I’m going to do that because my experience as a, as a Christian businessman is that I find that sometimes the stuff I get in church is more consumer oriented, and it doesn’t, it’s more employee oriented. I, I don’t. And, and then the other part of that is I created a, a ministry called Fellowship, a Christian capitalist, which is really about helping people put purpose into their business and then, you know, express their faith. Love your neighbor. Through their business. And so I’ve got all these different initiatives going and then I created the Main Street Media Network because I wanting to reach youth. I hired a YouTube coach and I said, look, I want to create content to encourage youth. He goes, that’s great. You can’t do it. You’re too old, he said, so what you need to do is find young people you can mentor and teach them the things that you’ve learned and let them teach it in their own words and they’ll reach their generation better than you. So with Main Street Media Network, I’m I, I’ve got. Two guys that I’m apprenticing right now, but I’m gonna be adding a lot more. Um, one, one young man is 20 years old, the other one is 26 years old. And, uh, I just came back from the Turning Point USA event where we had a broadcast booth and they were conducting interviews and I did the New Orleans Investment Conference. And so these guys are sitting down with Peter Schiff, Robert Kiyosaki, Mike Maloney, Ken McElroy, you know, you, you know what that did for you, buck with your show. You know, you, you met all these people through us and then you. We’re able to build upon that and create a very credible show. So I’m doing that for these guys that are in their twenties with the idea that they will be able to reach a generation of people. Uh, I call it putting Boomer Wisdom in Gen Z mounts. I mean, they get to process it and it gets to be their own. And I’m helping them build financial podcasts that actually make the money and is the foundation of, in this case, they’re both capital raisers of their capital raising business. I got all these different things going, but I’m doing it through leaders, so I’m not trying to do all things myself. Yeah, yeah. Um, but I’m building out an ecosystem to accomplish all these goals and so far so good. It’s a lot. Sounds working like a young man, man, man. I’ll tell you that. I know, I know. Wow. I I thought you were gonna slow down after you. No, I’ve actually, I put my, I put, I put my foot on the gas. I, I’ve probably never worked, uh, harder. Um, but I, I think I’m working smart, you know, so I’m hiring coaches and I’m bringing in, um, leaders and going through all that EOS and organizing to scale stuff. Sounds good. Well, always a pleasure, Russ. Um, make sure not to be a stranger to have you on again, um, you know, in a few months and figure out where you’re going with all this stuff. All the new things that you’ve accomplished, but it’s, uh, it’s great to see you. Well, happy to be here, proud of you. Uh, keep up the good work and keep educating people. Thank you. You make a lot of money, but are still worried about retirement. Maybe you didn’t start earning until your thirties. Now you’re trying to catch up. Meanwhile, you’ve got a mortgage, a private school to pay for, and you feel like you’re getting further and further behind. Now, good news, if you need to catch up on retirement, check out a program put out by some of the oldest and most prestigious life insurance companies in the world. It’s called Wealth Accelerator, and it can help you amplify your returns quickly, protect your money from creditors, and provide financial protection to your family if something happens to you. The concepts here are used by some of the wealthiest families in the world, and there’s no reason why they can’t be used by you. Check it out for yourself by going to wealthformulabanking.com. Welcome back to the show everyone. Hope you enjoyed it. As always, Russ, uh, is, uh, you know, he’s, he’s got a lot of wisdom. He is the guy you really wanna listen to. And I would encourage you to follow his work anyway. Uh, just pivoting back, you know, to where this economy is and all that. I think for me personally, it’s about allocating capital in a market that is a, uh, is certainly losing value in its dollars. And, um, and I think that we’re gonna continue to see that. Speaking of that, make sure if you haven’t, as I mentioned before, sign up for the Accredited Investor Club. Go to wealthformula.com, go to investor club, as we have plenty of those types of things that are hedging against inflation, um, saving taxes in terms of tax mitigation strategies, that kind of thing. Check it out. That’s it for me This week on Well Formula Podcast. This is Buck Joffrey signing off. If you wanna learn more, you can now get free access to our in-depth personal finance course featuring industry leaders like Tom Wheel Wright and Ken McElroy. Visit wealthformularoadmap.com.

Discover the 5 key components of effective strategic planning for churches and nonprofits. Pastors Bobby, Andrew, and Randy share insights from their 3-day strategic planning retreat, covering accountability systems, SWOT analysis, 3-year vision planning, yearly goal setting, and 90-day rocks. Learn how to move from long-term vision to weekly execution using proven frameworks like EOS. Perfect for church leaders and nonprofit executives looking to create alignment, build trust, and execute their mission with clarity.

It's once again SWOT Analysis time on Upmarket Pod! We take our listeners in depth through Upmarket Media's 2025 SWOT Analysis. SWOT stands for Strengths, Opportunities, Weaknesses, and Threats. Reed and Mark go deep on everything Upmarket Media is thinking and feeling heading into 2026. Follow along with their SWOT bullet points and find out what questions you should ask yourself when you do your own SWOT with this document: https://bit.ly/3PBMwJjDon't worry, they still end the show with their Action Items... things that any listener can do right now to help lay the foundation for scaling their Real Estate Media Business.Follow the pod on Instagram at @upmarketpod.The Presenting Sponsor of Upmarket is Fotello, an AI media platform built to snap, upload, and deliver. Pricing starts at $12 per listing, with human revisions available within six hours. Go to fotello.co and use code UPMARKET25 to get 25 free listings added to your account (a $500 value).Another amazing sponsor is iGUIDE, which helps real estate professionals capture spaces fast and with industry-leading accuracy. Their PLANIX Pro camera delivers trusted measurements, with no subscriptions and priced per project. Options like iGUIDE Instant provide a clean 3D tour and interactive floor plan in minutes, starting at $7.99. Learn more at goiguide.com or @go_iguide.Another sponsor is Aryeo, the best place to help grow and manage your Real Estate Media business. Use the code UPMARKET at aryeo.com to get 15 free bonus listings with any new account.Another amazing sponsor of Upmarket is SecondFloor, the fastest way to create a finished floor plan. It's so fast that you can deliver the finished floor plan while you are still on-site! Not only that, but you can get UNLIMITED floor plans for one low monthly fee. We love SecondFloor and you can go to secondfloorapp.com/upmarket and any new subscriber will get a one-month free trial.Our Action Items are sponsored by PixlCRM, where you can scale your real estate photography business through automation. It's an all-in-one business and marketing platform that complements your current delivery app. If you go to pixlcrm.com/upmarket you can get a 30-day risk-free trial!

This episode is structured as an environmental SWOT analysis of the attractions industry, intended to support 2026 strategic planning. Rather than focusing on individual announcements or company-specific outcomes, we identify the external forces currently shaping the business environment—capital flows, guest behavior, technology, politics, and global development patterns. The purpose is not to predict results, but to help teams assess which of these factors represent strengths, weaknesses, opportunities, or threats for their own organizations as they begin planning for the year ahead.Several conditions stand out. The largest capital projects are increasingly outside the United States, with major licensed developments underway or announced in Abu Dhabi, Saudi Arabia, the U.K., Europe, and Asia. Guest expectations are fragmenting. A K-shaped economy is pushing design and pricing toward two ends of the spectrum—value-driven guests focused on affordability and VIP guests focused on convenience and time savings.“Creature comforts” such as better food, transparent pricing, and reduced friction are becoming baseline expectations, while museums and indoor attractions are gaining ground as guests seek reliability amid extreme weather and travel uncertainty.External pressures add further complexity: tariffs, immigration policy, volatility in international tourism, political instability, and declining trust in institutions and AI.Media consumption is shifting as well—social platforms now rival or surpass traditional outlets as primary sources of information. This episode does not attempt to rank these forces or offer solutions. It is meant to serve as a starting framework—a way for teams to pressure-test assumptions, identify blind spots, and begin structured conversations about where to invest, where to hedge risk, and where flexibility will matter most in 2026.Listen to weekly BONUS episodes on our Patreon.

Let's Get Ready For 2026 Today we discuss how to apply the SWOT method to your own life plan, cover our usual Monday segments on pantry management and financial progress, and cover a question from a listener about erosion.

Show Highlights: The four key points for effective strategy activation. [02:16] Why strategy activation first needs an objective summary. [04:45] What drives urgency to execute strategy right now? [06:51] How to review the state of your agribusiness with indicators. [09:31] Future focus with a news headline exercise and metrics. [11:30] Outlining beliefs and assumptions about the market. [15:28] The power of anchored sequential analysis vs. SWOT. [16:39] Replace multi-day offsites with recurring team sessions. [19:36] When and how to determine activation action decisions. [23:17] The need for portfolio objectivity on selected initiatives. [29:33] If you are interested in connecting with Joe, go to LinkedIn: https://www.linkedin.com/in/joemosher/, or schedule a call at www.moshercg.com.

Teaser:At the end of each year, I re-air what I consider to be the best episode of the year, but my favorite episode for this year was released on Nov 11 (episode 279). Instead of re-airing something you've already heard, I decided to have my guest from that best episode, Darryall White, come back onto the show. I gave him some homework to complete the SWOT analysis and the Stop-Start-Continue-Consider process before we got together. In today's show, Darryall is going to share what he found and I'll serve as a reflective partner. As we work through the process, I'd like you to imagine being on both sides of the conversation. Imagine completing the reflections and sharing what you found. And then imagine being the reflective partner who can listen and ask clarifying questions. Before we get started…Sponsor Spot 1:Do you love to travel but are tired of the same old student trip?  Check out Kaleidoscope Adventures, our preferred planning partner! Kaleidoscope Adventures has been planning educational travel beyond expectations for more than 30 years. They know the best destinations for student groups – they might even surprise you with a few hidden gems you've never considered!Discover the Harry Potter connection in Portugal, plan an “epic” trip to Universal, or celebrate America's 250th on an American Adventure!Each experience is customized to fit your specific needs… never a “one-size-fits-all” cookie cutter trip! When you need a little inspiration, contact the experts at mykatrip.com for the freshest ideas for your next student trip!Show IntroGuest Bio:Today's guest is a respected leader in education, Coach Darryall White, assistant principal and athletic director at Indian Land Middle School in Lancaster County, South Carolina.A proud Clemson graduate, Coach White has spent more than 30 years serving students as a teacher, counselor, and now assistant principal. He's coached nearly every sport and recently made history as the first-ever Lancaster County School District Assistant Principal of the Year.Known for his energy, authenticity, and passion for developing champions from the inside out, Coach White helps students, teachers, and athletes strengthen the heart, the head, and the hustle.”Warmup questions:We always like to start with a celebration. What are you celebrating today?Is there a story that will help listeners understand why you are doing what you do?Questions/Topics/PromptsSponsor Spot 2:I want to thank IXL for sponsoring this podcast…Everyone talks about the power of data-driven instruction. But what does that actually look like? Look no further than IXL, the ultimate online learning and teaching platform for K to 12. IXL gives you meaningful insights that drive real progress, and research can prove it. Studies across 45 states show that schools who use IXL outperform other schools on state tests. Educators who use IXL love that they can easily see how their school is performing in real-time to make better instructional decisions. And IXL doesn't stop at just data. IXL also brings an entire ecosystem of resources for your teachers, with a complete curriculum, personalized learning plans, and so much more. It's no wonder that IXL is used in 95 of the top 100 school districts. Ready to join them? Visit ixl.com/assistant to get started.Summary/wrap upMy desire coming out of this episode is for you to practice using both these tools and being on both sides of the conversationWith a colleague, friend, partner Special thanks to the amazing Ranford Almond for the great music on the show. Please support Ranford and the show by checking out his music!Ranford's homepage: https://ranfordalmond.comRanford's music on streaming services: https://streamlink.to/ranfordalmond-oldsoulInstagram: https://www.instagram.com/ranfordalmond/Facebook: https://www.facebook.com/ranfordalmond/Sponsor Links:IXL: http://ixl.com/assistant Kaleidoscope Adventures: https://www.kaleidoscopeadventures.com/the-assistant-principal-podcast-kaleidoscope-adventures/CloseLeadership is a journey and thank you for choosing to walk some of this magical path with me.You can find links to all sorts of stuff in the show notes, including my website https://www.frederickbuskey.com/I love hearing from you. If you have comments or questions, or are interested in having me speak at your school or conference, email me at frederick@frederickbuskey.com or connect with me on LinkedIn.If you are tired of spending time putting out fires and would rather invest time supporting and growing teachers, consider reading my book, A School Leader's Guide to Reclaiming Purpose. The book is available on Amazon. You can find links to it, as well as free book study materials on my website at https://www.frederickbuskey.com/reclaiming-purpose.html Please remember to subscribe, rate, and review the podcast.Remember the secret to good leadership:Be intentional in choosing how you will show up for othersBe fully presentAsk reflective questionsAnd then just listenDon't overcomplicate it, the value is in the listening.Have a great rest of the week!Cheers!Guest Links:Frederick's Links:Email: frederick@frederickbuskey.comWebsite: https://www.frederickbuskey.com/ LinkedIn: http://www.linkedin.com/in/strategicleadershipconsulting Daily Email subscribe: https://adept-experimenter-3588.ck.page/fdf37cbf3a The Strategic Leader's Guide to Reclaiming Purpose: https://www.amazon.com/dp/B0CWRS2F6N?ref_=pe_93986420_774957520

Show Highlights: The elements and problems of a typical strategy offsite. [02:06] What's a SWOT analysis? [04:20] Why SWOT is misleading. [05:48] Pitfalls of over-engineering the planning process. [09:31] Rethinking the level of investment in strategy activation. [12:58] Artificial urgency vs. allowing time for strategy refinement. [14:26] Benefits of the single-page strategy concept. [18:09] Community calls to action if this episode was helpful. [19:40] If you are interested in connecting with Joe, go to LinkedIn: https://www.linkedin.com/in/joemosher/, or schedule a call at www.moshercg.com.

Jen Barkan is joined by Melissa Fort to talk all things end of year goal setting! Jen and Melissa share a rock-solid framework to help Online Sales Specialists improve performance, mindset, and strategies for success in the new year. This is your chance to pause and reflect on all the good from this year and all the goals worth pursuing in 2026.HousekeepingOSA and OSAL are here! These one-of-a-kind training opportunities are your game changer. Don't start 2026 without signing up. Holiday voicemail - set it to set expectations.TITO ShoutoutOur Shout-out this week goes to all the fabulous Nationals' Silver Award Winning OSCs for 2025 - congratulations on this outstanding achievement!Jen & Melissa's Framework Includes:Take a Victory Lap - Don't leave your best work in the past unexamined and unappreciated. Celebrate before you accelerate. Here I Grow Again… - Focus on the metrics that matter and assess how you measured up.Secret Shops and Self Audits - Take an objective look at your program.You reap what you SOW - Think in terms of Self, Others, Work.Skills CheckFollow the framework: victory lap, skills assessment, SWOT, consider the shop, SMART goals, meet with your manager, SOW goals. Re-evaluate every quarter. 

As the year winds down, most practice owners feel the pull to "look back" and "plan ahead." But too often, that process turns into either a surface-level glance at revenue—or an overwhelming spiral of things you should have done better. That's not helpful. And it's not how you build a practice that actually supports the life you want. In this week's episode, I walk through a more grounded, intentional way to review the past year and plan the next one—starting with a question most business owners skip entirely: What does success actually mean to you? Because if you don't define that first, you're shooting in the dark, and your KPI's and goals could be leading you in the wrong direction. What You'll Learn in This Episode Why success must be defined before reviewing any numbers How to review the past year without burnout or self-judgment Which key performance indicators actually matter in a cash-based model How to use a SWOT analysis in a practical, non-overwhelming way How to turn insights into a realistic plan for the year ahead USEFUL INFORMATION: Check out our course: Cash-Based Practice Mastermind  

In this final episode of Educate to Self-Regulate for the year, and my first solo episode, I'm diving into one of the most important phases of self-regulated learning: Metacognitive self-reflection.As we wrap up 2025, I'm unpacking:• Why planning–monitoring–evaluating really matters• How metacognitive prompts can deepen your own learning• Practical tools like PMI, SWOT, and Start–Stop–Continue to guide more meaningful reflection• What this year taught me through the podcast, from AI as a metacognitive partner to Queenwood's smart study approach, strategy-building in primary classrooms, learning journals, and long-form conversations with researchers• What's coming in 2026I'm also sharing two strategies I'm leaning on as we enter the break:✔️ Show up to rest the same way you show up to training✔️ Recalibrating meditation as a non-negotiable part of my routineWherever you are, I hope this episode helps you pause, reflect, and set yourself up for a strong 2026.

Why Human Capital Is Your Most Important Investment: In this episode, host Keith Matthews is joined by Mark Halloran, Co-Founder of Career Lion and expert in professional development, to explore how effective career management is key to optimizing your financial journey. Special guest Mark Halloran breaks down a proven five-part framework for career management that applies to every stage, from early beginnings to executive leadership. This framework highlights the importance of continuous learning, tendering your career, managing up to accelerate growth, building a powerful network, and practicing gratitude to boost workplace fulfillment. This episode is designed for employees, professionals and executives at every level who want to take control of their career trajectory, avoid common pitfalls, and maximize their career potential. Tune in for a roadmap to help you take charge of your next professional chapter and strengthen the most important investment you'll ever make: your human capital.Key Topics: ● Introducing Mark Halloran President & Co-Founder of Career Lion (0:00) ● Introducing the five guiding principles of effective career management (6:50) ● 1. Continual learning as the foundation for career confidence (7:25) ● How to identify and choose the right professional courses for your goals (9:40) ● Addressing deficiencies and strengths through targeted learning (11:26) ● Advice for early-stage professionals: get experience before pursuing more credentials (12:25) ● Pivoting careers and upskilling at later stages (14:15) ● How non-linear career paths often fuel greater long-term success (16:49) ● Avoiding the trap of “faking it till you make it”(11:26) ● 2. Tendering your career - why and how to objectively review your strengths and gaps (18:13) ● The SWOT approach for personal career assessment (20:55) ● Overcoming the Dunning-Kruger effect: humility in self-evaluation (23:44) ● 3. Managing up: how to proactively get feedback and earn opportunities (27:15)● Giving and receiving actionable feedback, even when it stings (29:17) ● Continuous feedback and “stay interviews” vs. old-school annual reviews (33:00)● 4. Networking for every age: building and maintaining authentic connections (34:15)● How younger professionals can start purposeful networking(35:28) ● Networking tips for mid-to-late-stage professionals: leveraging existing contacts (43:49) ● The huge percentage of jobs won through networking (40:42)● Using LinkedIn strategically: personal brand, outreach, & algorithm hacks (41:20) ● 5. Gratitude - why fulfilled, successful professionals cultivate thankfulness daily (50:01) ● Linking gratitude to resilience, growth, and workplace satisfaction (51:53)● What Career Lion does and how professional coaching turbocharges results (55:43) ● Final takeaways: invest in yourself and manage your career like a business (1:01:59)Mentioned in this Episode:● Career Lion Thanks for Listening!Be sure to subscribe on Apple, Google, Spotify, or wherever you get your podcasts. Feel free to drop us a line at lawrence@tma-invest.com or 514-695-0096 ext.112.Follow Tulett,Matthews & Associates on social media: LinkedIn, Facebook, and more!Follow The Empowered Investor on Facebook,

Show Notes: Bruno Strunz, lawyer, keynote speaker, and author of How to Sell Value in the Legal Market, shares his background, including his career path as a lawyer, including making partner and working for Volkswagen, and his extensive experience working with various companies and firms in both the legal departments and sales departments.  Business Development for Professional Services Firms Bruno discusses his focus on business development for professional services firms, by selling in a structured and data-driven manner. Since 2018, he has been helping firms with what they have called the commoditization of quality and how to stand out in this competitive landscape. Bruno explains that his company initially focused on working with law firms for the last two years; they also started working with different types of professional services firms, including law firms, service orientated businesses,  and consultancy companies. A Bespoke Approach to Business Development Bruno explains his approach to business development, starting with a diagnostic to understand the client base, churn, revenue generation, and distribution channels over the previous three years. He highlights the importance of expanding within existing client bases rather than focusing solely on new client acquisition. Bruno discusses the common challenges law firms face, such as low CRM adoption and the need for better data-driven decision-making. He emphasizes the importance of using CRM platforms effectively to improve sales processes and decision-making. Best Practice Approach for Growth Bruno outlines a best practice approach for growing within existing clients, starting with an 80/20 analysis to identify strategic clients. He looks at each business unit and asks if they have an account management plan for each unit, which means power mapping, stakeholder mapping, who's part of the decision-making process, assessing relationships, and understanding client goals for 2026. Bruno discusses the need for a SWOT analysis within specific accounts and the importance of looking for expansion opportunities. He highlights the challenges of client feedback in Latin America and the importance of guiding clients through their decision-making process. Differentiation in a Commoditized Market Bruno addresses the issue of differentiating in a commoditized market, where technical quality is no longer a competitive advantage. He emphasizes the importance of early engagement in the B2B buying cycle to avoid commoditization. Bruno discusses the role of relationship management, networking initiatives, and top-of-mind awareness in becoming the vendor of choice. He highlights the importance of bringing new insights and improving client experience to stand out in a competitive market. Client Success Stories Bruno shares a success story of working with a client in crisis management, focusing on educating the market and reframing their storytelling. He explains how the client successfully converted a multi-million dollar project during a major crisis. Bruno discusses another success story involving a proprietary framework to deep dive into client offerings and identify specific pain points. He highlights the importance of segmenting target lists, prioritizing outreach efforts, and bringing new ideas to clients. Bruno emphasizes the importance of consistency and discipline in business development strategies. Timestamps: 04:11: Business Development Strategies for Law Firms 10:43: Building a Programmatic Approach to Client Growth  14:49: Differentiating in a Commoditized Market  20:01: Success Stories and Client Impact 29:34: Final Thoughts and Contact Information  Links: LinkedIn: https://www.linkedin.com/in/brunostrunz/ Website: https://strunz.com.br/ This episode on Umbrex: https://umbrex.com/unleashed/episode-628-bruno-strunz-how-to-sell-value-in-professional-services/ Unleashed is produced by Umbrex, which has a mission of connecting independent management consultants with one another, creating opportunities for members to meet, build relationships, and share lessons learned. Learn more at www.umbrex.com. *AI generated timestamps and show notes.  

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

Send us a textChange is uncomfortable—but decisive leadership is what keeps a private practice growing instead of falling behind. In this episode, we break down how to make smarter decisions, build a change-ready culture, and eliminate the resistance that slows your practice down.You'll learn how to create a clear vision, use data to guide decisions, prepare patients and staff for operational shifts, and run a simple SWOT process before making any major move. From navigating new technology to improving workflows and boosting team alignment, this episode gives you the practical blueprint for leading change with confidence and clarity.Welcome to Private Practice Survival Guide Podcast hosted by Brandon Seigel! Brandon Seigel, President of Wellness Works Management Partners, is an internationally known private practice consultant with over fifteen years of executive leadership experience. Seigel's book "The Private Practice Survival Guide" takes private practice entrepreneurs on a journey to unlocking key strategies for surviving―and thriving―in today's business environment. Now Brandon Seigel goes beyond the book and brings the same great tips, tricks, and anecdotes to improve your private practice in this companion podcast. Get In Touch With MePodcast Website: https://www.privatepracticesurvivalguide.com/LinkedIn: https://www.linkedin.com/in/brandonseigel/Instagram: https://www.instagram.com/brandonseigel/https://wellnessworksmedicalbilling.com/Private Practice Survival Guide Book

Every so often, it's important to pause and ask: How are we really doing? In this episode of the Nonprofit Radio Show, Nancy and Sarah explore practical ways nonprofit boards and staff can take stock of their organization's health and direction.From classic tools like SWOT to strengths-based approaches like SOAR, and from balanced scorecards to simple dashboards and lifecycle models, you'll hear how these frameworks help teams move beyond gut feelings to evidence-based decisions.Assessment isn't about judgment—it's about clarity. It's a chance to gather insight, involve more voices, and make sure your organization is focused on what matters most. Whether you're gearing up for strategic planning, setting next year's budget, or just need a reset, this episode will help you choose the right tool and use it to guide your next steps.Question to consider before listening:What might you learn if your board or staff took a clear-eyed look at how your organization is doing right now? Enjoyed this episode? Share it with a friend. Want to request a topic? Email us at nonprofitradioshow@gmail.com.You can also follow us on these social media channels: Facebook: www.facebook.com/nonprofitradioshow Instagram: www.instagram.com/nonprofitradioshow Twitter: @smallnonprofits LinkedIn: www.linkedin.com/company/nonprofit-radio-show/ You got this.

In this episode of the Uplevel Dairy Podcast, Joe Kern of Ever Ag discusses critical market trends impacting the agricultural industry as we move towards 2026. Kern provides an in-depth analysis of global influences, margin pressures, and potential threats to farming businesses. The episode is sponsored by Uplevel Dairy Podcast, and it highlights how dairy producers can optimize their operations using tools like Milk Pay app. Joe Kern also shares his career journey, experiences, and the importance of adaptability and technological integration in the agriculture sector. Key discussions include the impact of government support programs, global protein demand, renewable energy trends, and challenges in the dairy market. The episode concludes with Kern's insights into strengths, weaknesses, opportunities, and threats (SWOT) for dairy producers, emphasizing cautious optimism and the critical role of being open to change.This Episode is brought to you by AdisseoThis episode is sponsored by Uplevel Dairy Podcast Founding Partner Adisseo, a global leader in nutritional solutions and premier provider of rumen-protected methionine for dairy producers who want to optimize milk production, capture more value from components, and maintain the health of their high-performing herds. Learn more at https://www.adisseo.com/en/00:00 Introduction to Market Trends and Dairy Industry Insights00:37 Sponsor Message: Uplevel Dairy Podcast01:23 Joe Kern's Background and Career Journey04:13 Current Role and Industry Involvement05:55 Global Economic Outlook and Dairy Industry Impact15:33 Renewable Energy and Biofuels in Agriculture18:35 Grain, Beef, and Dairy Market Trends20:59 Strengths, Weaknesses, Opportunities, and Threats for Dairy Producers24:20 Final Thoughts and Key Takeaways26:50 Conclusion and Closing Remarks

In this episode of The Blueprint Podcast, we break down the SWOT Blueprint and explore how to hold up the mirror for yourself and the people around you.    Most people never get access to honest, constructive feedback, and as a result they stay stuck with the same blind spots for years. This Blueprint gives you a clean, simple structure for asking for a SWOT, giving one, and handling the sensitivities that come with it.   We cover how to invite someone to give you feedback without making it reciprocal, how to receive that feedback without slipping into defence mode, and how to deliver a SWOT to someone else without letting ego get in the way. Most importantly, we look at how to capture the insights, turn them into action, and actually develop from them rather than letting them sit in a notebook.   If you want to see your blind spots, grow faster, and help others do the same, this episode will give you the framework to do just that.   Success and failure are both very predictable.   I hope you enjoy. If you want to know more about Akash's exclusive offer for 2026 go to https://www.rntfitness.co.uk/property-entrepeneur Want to learn more?  

Apesar de parecer estar de luto, Pedro está muito animado por receber de volta o comediante e amigo Rafa Rato Pessanha no estúdio. Além de comentarem as notícias mais importantes da semana - entrevista de Manuel João Vieira, encontro entre Donald e Cristiano e o lançamento duma meia da Apple - os dois também conversam sobre latas de atum, ficar sem carta, lesões, sexualidade e os 100 montaditos.(00:00) Intro(00:23) Relação com latas de atum(05:57) Pessanha fica sem carta e carro(11:06) Conceito de brecagem(12:10) PTM contrai duas novas lesões(14:53) Tirar net do quarto para diminuir brainrot(16:08) David Fonseca sai de show de bicicleta(17:28) Behind the scenes de influencers(21:13) PTM e Pessanha questionaram a sua sexualidade em tempos(24:29) Escala de Kinsey, Diagrama de Venn e Análise SWOT(28:22) Análise de entrevista a Manuel João Vieira(36:16) PTM e Pessanha propõem mais medidas para Manuel João Vieira(42:35) Manuel João Vieira tem de facto ângulos interessantes(46:28) CR7 e Trump na Casa Branca(54:11) Novo produto Apple: iPhone Pocket(58:18) PTM é contra acessórios(01:02:20) PTM é contra os 100 montaditos(01:06:16) PTM e Pessanha jogam SongLess(01:11:42) Entusiasmo com debates presidenciais

Send us a textI'm delighted to have return guest and homeschool consultant Kris Cox back on 5-Minute Parenting to share about her newly updated Navigating High School guidebook. This book is a helpful tool for homeschool teens as well as those in private and public school. This comprehensive resource draws on Kris' 17+ years experience homeschooling her four children, and 10 years' experience as a homeschool consultant, blogger, writer, and speaker. It covers important spiritual topics and essential life skills for teens navigating the complexities of high school life, providing faith-based guidance on spiritual, emotional, relational, and life application matters. Sections include helpful resources and templates on time management, SWOT analysis, career planning, relationships, decision-making, and budgeting. The best part for homeschoolers is it offers a 1/2 credit for those who complete the workbook. Grab one for your teens and those approaching their teen years! You'll find it at https://hswithconfidence.com/shop/ Kris Cox is a retired homeschooler with a Bachelor of Science in Social Work and 17+ years of experience in home educating her four children. She also has 10 years of experience as a homeschool consultant, blogger, writer, and speaker. Kris believes that seeking God for guidance and depending on Him is the key to successful homeschooling. She's the author of The Homeschool Life All-in-One Planner, Homeschooling with Confidence, and co-author of Growing the Fruit of the Spirit, a Bible-based Unit Study. Book 3 in the Questions for Kids picture book series is now available! Check out Guess Why God Made the Rainbow on Amazon or your favorite book retailer!

Temple can become bowl-eligible for the first time in six seasons if it can upset No. 24 Tulane Saturday at Lincoln Financial Field. Are the odds stacked against the Owls as an 8.5-point underdog? Sure, but we'll tell you why there's a path to victory for K.C. Keeler's squad.   We also went 1-on-1 with Temple safety Javier Morton, conducted a SWOT analysis of Adam Fisher's Temple men's basketball team, and answered your mailbag questions on this week's podcast, brought to you each week by Greenspan & Greenspan Injury Lawyers.  Intro: 0:00 – 8:40 Can the Owls beat Tulane to gain bowl eligibility?: 8:40 – 31:18 Javier Morton joins the show: 31:18 – 1:01:40 A men's hoops SWOT analysis: 1:01:40 – 1:10:23 A tough schedule tests Temple women's hoops: 1:10:23 – 1:17:05 Football recruiting roundup: 1:17:05 – 1:18:59 Mailbag: 1:18:59 – end

In this insightful episode of the Millionaire Car Salesman Podcast, hosts Sean V. Bradley and LA Williams delve into the art and science of crafting effective one-on-one sessions between managers and employees in the automotive industry. They discuss the critical role these meetings play in nurturing dealership success and building robust professional relationships.  "People will forget what you did, they'll forget what you said, but they'll never forget how you made them feel." - LA Williams Tackling misconceptions and common mistakes, Bradley and Williams underline the transformative potential of well-strategized one-on-ones, emphasizing the responsibility of managers to provide the necessary resources and support to their teams! "In management, one of the number one things you can do is prepare." - LA Williams This episode serves as a guide for managers, offering a structured process to facilitate personal, professional, and team development! Using a variety of training models, Sean and LA advocate for a comprehensive approach to team building that transcends traditional methodologies. This episode is a rich resource packed with tips on achieving stellar performance through targeted motivation and strategic guidance!   Key Takeaways: ✅ Understanding and implementing various types of training, skill path, professional, personal, and team building, are essential for a manager's toolkit. ✅ Effective one-on-one sessions require preparation, consistency, and an understanding of each team member's learning style and personal motivations. ✅ Managers must construct a "SWOT" analysis for each team member, identifying strengths, weaknesses, opportunities, and threats to maximize potential. ✅ Setting clear objectives through coordinated projections and forecasting can significantly improve individual and team performance in dealerships. ✅ Building strong, trust-based relationships within teams fosters a culture of interdependence, crucial for long-term success in the automotive industry. About Sean V. Bradley Sean V. Bradley is a renowned expert in the automotive sales industry, currently serving as the President of Dealer Synergy. With over 27 years of experience, Sean is also a certified CSP and a best-selling author of "Win the Game of Googleopoly." Known for his innovative strategies in lead management and CRM, Sean has been a key influence in transforming car dealerships across the nation, making him a sought-after consultant and trainer in automotive sales. About LA Williams LA Williams is the Vice President at Dealer Synergy and the co-creator of the Millionaire Car Salesman Podcast. Known as the "Blind Master" for his unique perspective and insights, LA has a history of excellence in leveraging technology and training methodologies to increase sales and efficiencies in car dealerships.     Mastering One-on-Ones: The Ultimate Guide for Automotive Leaders Understanding the dynamics of effective leadership in the automotive industry can transform the way managers interact with their teams, improving productivity and nurturing employee satisfaction. This article delves into strategies managers can utilize to enhance one-on-one sessions with their subordinates. Here's how to develop managerial skills that inspire and empower. Key Takeaways Leadership is Service: Your role as a manager is not just to manage tasks but to support, inspire, and develop the team around you. Personalization and Preparation in One-on-Ones: Tailor your approach to each individual based on their unique strengths, learning styles, and motivational triggers. Continuous Feedback and Growth: Consistently evaluate and reconcile projections and actual performance to encourage ongoing development. Leadership as a Service to Your Team In today's fast-paced automotive landscape, the role of a leader transcends traditional boundaries of direction and oversight. It's about providing every conceivable resource for team success, from emotional to technical support. Sean V. Bradley insightfully points out that "a manager's job is literally defined in my opinion as…to provide all of the resources that my team is going to need." Transforming Managerial Role Managers often adopt an authoritarian style, dictating without understanding team dynamics. The transcript challenges this narrative, emphasizing the value of empathy and understanding in leadership. By adopting a servant-leadership mindset, managers can "coach, mentor, teach, inspire, lead, and train," fostering an environment where employees thrive. "You get to do this. You are a manager. You get the opportunity to coach, mentor, teach, inspire, lead, and train a human being," Bradley asserts. Impact on Team Culture Adopting such strategies transforms team cultures, enhancing how team members interact internally and with customers. A working environment characterized by high morale and effective communication will naturally yield better results. Moreover, it ensures higher retention rates, with employees feeling valued and understood—a crucial asset amidst the high turnover rates plaguing the industry. The Art of Personalization and Preparation in One-on-Ones Preparation marks the fine line between a productive one-on-one and a mundane meeting. It's not just about showing up with a checklist but about tailored engagement. Managers like Sean emphasize the importance of knowing your team members on a deeper level—what motivates and challenges them. Creating a Comprehensive Employee Profile A pivotal aspect of efficient one-on-ones is crafting personalized employee profiles. Sean advises, "Create a personalized profile. I want to know about my subordinates; I want to know your home situation, your hobbies, and what's important to you." Understanding personal motivations and struggles allows managers to customize their support and development strategies, enhancing engagement and improving performance. Tailoring Communication and Feedback Success lies in adaptation and personalization. For instance, adapting communication strategies based on individual team members' learning styles—whether they are kinesthetic or auditory learners—ensures that feedback and instruction resonate effectively. "Seek first to understand and then to be understood," Bradley suggests, highlighting the importance of communication tailored to personal needs. Continuous Feedback and Growth Through Iterative Projections Effective managers excel at steering their team towards continuous growth by understanding and evaluating performance iteratively. Sean notes that "there needs to be a tracking system. Your salespeople should be tracking…what type? Am I taking a walk-in up?" Such methodologies help in identifying trends and areas needing improvement. The Power of Projections and Reconciliation Forward-planning complemented by effective back-tracking is key to sustained progress. Managers need to emphasize clarity in projections and consistency in follow-through. "Help him establish his vision board…if your why is so important, what you have to do is not going to matter," Bradley explains, articulating the need for motivational alignment with practical goals. Bridging Gaps through Insightful Reconciliation Reconciliation between projected and actual outcomes ensures actionable feedback loops. This involves dissecting deviations, recognizing patterns, and recalibrating goals. A manager's ability to "reconcile with him…what their projected and forecast was basically with their actual results" empowers employees, encouraging accountability and learning. Realizing the Potential of Effective Management Equipped with insight and strategies, managers now have the tools to transform how they conduct one-on-ones. By adopting a leadership model focused on service, personalization, and continuous feedback, these interactions can meaningfully enhance team dynamics and productivity. Embrace these principles to inspire, nurture, and lead your automotive teams into a future defined by progress and innovation. This strategic alignment between leadership vision and practical execution fosters an environment where continual improvement is not simply encouraged, but truly becomes second nature, paving the way for sustained success and satisfaction across the board.   Resources + Our Proud Sponsors: ➼ The Millionaire Car Salesman Facebook Group: Join the #1 Mastermind Group in the Automotive Industry with over 29,000 members worldwide. Collaborate with automotive professionals, learn the best industry practices, and connect with top mentors, managers, and sales leaders. Join The Millionaire Car Salesman Facebook Group today! ➼ Dealer Synergy: The automotive industry's #1 Sales Training, Consulting, and Accountability Firm. With over 20 years of proven success, Dealer Synergy has helped dealerships nationwide build high-performing Internet Departments and BDCs from the ground up. Our expertise includes phone scripts, rebuttals, CRM action plans, lead handling strategies, and management processes; all designed to maximize your people, processes, and technology! ➼ Bradley On Demand: The automotive industry's most powerful Interactive Training, Tracking, Testing, and Certification Platform. With LIVE virtual classes and access to a library of over 9,000 on-demand training modules, Bradley On Demand gives your dealership the tools to dominate every department: Sales, Internet, BDC, CRM, Phone, and Leadership. From sharpening individual skills to elevating entire teams, this platform ensures your people are trained, tested, and certified for maximum success. Equip your dealership to sell more cars, more often, and more profitably with Bradley On Demand!  

How has the rise of P3s in major infrastructure programmes impacted Canada since their adoption? In the past 30 years, the country has seen a significant transformation in the industry, from the rise of public-private partnerships, to the creation of governance like the Infrastructure Ontario Act, to the more recent implementation of alliance and collaborative models. Riccardo's guest, Damian Joy, has seen this development from its early stages. Damien's journey through what he calls his three careers—working with contractors on mega projects around the world, settling in Canada as a director at Balfour, and consulting with Ernst & Young—offers an excellent vantage point. With his wide-ranging knowledge and eagerness to continue growing his expertise, Damian is perfectly positioned to provide a well-rounded SWOT analysis.In this episode, the two civil engineers identify and break down the strengths, weaknesses, and opportunities of past and future social infrastructure projects in Canada. Their insightful and unfiltered exploration highlights the external impacts and internal sticking points that are carrying the country through its burgeoning building renaissance.Key TakeawaysThe origin and development of P3 across Canada;The importance of strong leadership and proactive governance in the success of mega projects;How P3 and UK knowledge transfer benefited contractors in Canada;The factors that affect a programme's success above and beyond the delivery format;The impact technology is having on infrastructure data management.Quote:“[P3s and alliance models] both have a role to play. I think there's benefits of both and the problem is not the model, it's when the model is used in the wrong place at the wrong time.”- Damian JoyThe conversation doesn't stop here—connect and converse with our community via LinkedIn:Follow Navigating Major Programmes: https://www.linkedin.com/company/navigating-major-programmes/Follow Riccardo Cosentino on LinkedIn: https://www.linkedin.com/in/cosentinoriccardo/Read Riccardo's latest at https://riccardocosentino.com/Follow Damian Joy on LinkedIn: https://www.linkedin.com/in/damian-joy-8174a3b/ Music: "A New Tomorrow" by Chordial Music. Licensed through PremiumBeat.

Send us a textWhat if your greatest leadership move isn't to push harder — but to connect deeper?

TSL 319: Succeeding at Business Development in a Tough Year Episode Summary In a challenging economic climate, consistent business development is more crucial than ever for solo PR and marketing professionals. Hosts Karen Swim and Michelle Kane dive into practical strategies to refresh your approach and build a strong pipeline for the coming year. This episode moves beyond basic tips, exploring how to leverage AI as a strategic partner, the importance of going back to fundamentals, and the daily habits that separate thriving consultants from those just surviving. Learn how to define your ideal client, track your efforts, and adopt a problem-solver mindset to make your business development efforts both effective and enjoyable. Episode Highlights [01:03] The Current Challenge: Business development has become an uphill battle in the uncertain 2025 economy. [03:15] Back to Basics: The importance of creating a strategic plan for your business development with measurable, time-based SMART goals. [05:28] Redefining Your Goals: Why it's critical to re-evaluate what you want from your business, the industries you want to serve, and the type of work you enjoy. [06:20] Using AI as a Strategic Partner: How to use AI for more than just content ideas. Use it to research industries, identify trends, perform SWOT analyses, and build detailed buyer personas. [08:15] The Power of Daily Habits: Commit to spending a small amount of time, like 45 minutes, every single day on business development tactics. [08:48] Tracking Your Success: Analyze your past successes to understand what works. Identify the characteristics of your ideal clients and what made them choose you. [10:31] The "One More" Rule: When you think you've done enough for the day, make one more call or send one more email. Persistence is key. [12:21] Sales is Just a Conversation: A mindset shift to view sales not as a pushy tactic, but as a conversation where you are a problem solver. [14:22] Get Out of Your Bubble: The necessity of networking outside of the PR industry to connect with and understand the clients you want to serve. Related Episodes & Additional Information This episode builds on themes of business growth and strategy. For more insights, check out our previous episodes on client management and positioning your brand. That Solo Life, Episode 313: Strategies for Securing New PR Business in 2025 .  That Solo Life, Episode 275 : Get Proactive with Acquiring New Clients  That Solo Life, Episode 278: Key Lessons from Tiny Businesses that Made Big Moves Host & Show Info That Solo Life is a podcast created for public relations, communication, and marketing professionals who work as independent and small practitioners. Hosted by Karen Swim, APR, founder of Words For Hire and President of Solo PR, and Michelle Kane, Principal of Voice Matters, the show delivers expert insights, encouragement, and advice for solo PR pros navigating today's dynamic professional landscape.   We're interested in learning about the steps you're taking to revamp your business development! Connect with us at soloprpro.com. If you found this episode valuable, please share it with another PR pro who could use the encouragement. Don't forget to subscribe to "That Solo Life" on your favorite podcast platform so you never miss an episode, and leave us a review to help others find the show

Is artificial intelligence custom-made for legal tasks better than general AI tools like Google Gemini and ChatGPT? That is the topic of this episode featuring Legalbenchmarks.ai Founder Anna Guo. Anna is a former BigLaw lawyer who left the practice to become an entrepreneur and now focuses her energies on quantifying the utility of AI in the legal industry. Anna's initial anecdotal research for colleagues quickly revealed a strong community interest in a systematic approach to evaluating legal AI tools. This led to the creation of Legalbenchmarks.AI, dedicated to finding out where the promise of humans plus AI is truly better than humans alone or AI alone. The core of the research involves measuring the "delta," or the extent to which AI can elevate human performance. To date, Legalbenchmarks.ai conducted two major studies: one on information extraction from legal sources and a second on contract review and redlining. Key Findings from the Studies: Accuracy vs. Qualitative Usefulness: The highest-performing general-purpose AI tools (like Gemini) were often found to be more accurate and consistent. However, the legal-specific AI tools often received higher marks in qualitative usefulness and helpfulness, as they align more closely with existing legal workflows. Methodology: The testing goes beyond simple accuracy. It includes a three-part assessment: Reliability (objective accuracy and legal adequacy), Usability (qualitative metrics like helpfulness and coherence for tasks such as brainstorming), and Platform Workflow Support (integration, citation checks, and other features). Human-AI Performance: In the contract analysis study, AI tools matched or exceeded the human baseline for reliability in producing first drafts. Crucially, the data demonstrated that the common belief that "human plus AI will always outperform AI alone" was false; the top-performing AI tool alone still had a higher accuracy rate than the human-plus-AI combo. Risk Analysis: A significant finding was that legal AI tools were better at flagging material risks, such as compliance or unenforceability issues in high-risk scenarios, that human lawyers missed entirely. This suggests AI can act as a crucial safety net. Strengths Comparison: AI excels at brainstorming, challenging human bias, and performing mass-scale routine tasks (e.g., mass contract review for simple terms). Humans retain a significant edge in ingesting nuanced context and making commercially reasonable decisions that AI's instruction-following can sometimes lack. Discussion Highlights: [0:00] – Introduction and background of Anna Guo and Legal Benchmarks AI. [4:30] – The impetus for starting systematic AI benchmarking. [6:00] – Explaining the concept of measuring the "delta" in performance. [9:00] – Detailed breakdown of the three-part AI assessment methodology. [15:00] – Discussion of the contrasting results: general LLM accuracy vs. legal AI qualitative value. [19:00] – Results on AI performance matching human reliability in contract drafting. [21:00] – Debunking the myth about Human + AI always outperforming AI alone. [23:00] – The finding that legal AI excels at surface material risks that lawyers miss. [27:00] – A SWOT analysis of when to use humans and when to use AI. [30:00] – Future roadmap for Legal Benchmarks AI research.  

In this episode of the Power Producers Podcast, host David Carothers and co-host Kyle Houck welcome back Ashley Napier of Solomon Strategic Advisors, a key supporter of Producers in Paradise. Ashley, who transitioned from an agency COO to a leadership consultant, shares her insights into the common struggles facing insurance organizations today. The conversation explores the critical need for organizational clarity, the difference between mission and vision, and why many leaders lack the self-awareness and other-awareness required to build high-performing teams. They also discuss the pitfalls of promoting top producers into leadership roles they aren't suited for and the cultural challenges presented by mergers and acquisitions. Key Highlights: The Leadership Skill Gap Ashley Napier shares her own journey, realizing that leadership isn't just about being good at a job; it's about people, organizational clarity, self-awareness, and understanding the needs of others. She sees many agency leaders today promoted without these essential skills, leading to frustration, turnover, and unclear direction. The Power of Organizational Clarity The discussion emphasizes that true clarity goes beyond daily tasks. Ashley outlines the essential components: a clear Mission (why we exist), Vision (where we're going), Values (our guiding principles), SWOT (understanding our position), strategic Pillars, long-term Objectives, yearly Goals, and daily Tactics. Many organizations mistakenly start with tactics, leading to confusion and inefficiency. Rethinking the Path to Success: Ownership vs. Production David challenges the industry perception that agency ownership is the only path to ultimate success. He argues that not every top producer is suited for leadership or ownership, and they can often achieve greater financial success and work-life balance by focusing purely on production within a supportive agency that fosters an entrepreneurial spirit. Navigating Culture in Mergers & Acquisitions The episode touches upon the frequent cultural clashes during agency mergers and acquisitions. Ashley notes that the stronger culture typically dominates, often leaving employees feeling disconnected from a mission, vision, or leadership style they didn't sign up for. Establishing a common leadership language proactively can help mitigate these challenges. Intentional Leadership: Fighting for the Highest Good Ashley leaves listeners with a call to action: be intentional, not accidental, in leadership. This involves fighting for your highest good and the highest good of those you lead. Leaders must get clear on their goals, write them down, make a plan, run after it, and avoid distractions to make a real impact. Connect with: David Carothers LinkedIn Kyle Houck LinkedIn Ashley Napier LinkedIn Visit Websites: Power Producer Base Camp Solomon Strategic Advisors Killing Commercial Crushing Content Power Producers Podcast Policytee The Dirty 130 The Extra 2 Minutes

Two tech worlds meet to answer a pressing question: if AI can act for us, what should remain meaningfully human? In this episode, We've teamed up with Gareth Mitchell and Ghislaine Boddington from the Somewhere on Earth Podcast to compare notes on practical adoption, cultural nuance, and the messy, beautiful realities of bringing AI into daily life. Andrew Grill shares how enterprise leaders move from hype to “aha” moments, including a live case where a 17,000-cell SWOT analysis became actionable strategy in minutes. We dig into why projects stall—broken processes, outdated ROI, and thin literacy—and how smart training and transparent policies shift teams from pilots to outcomes.The conversation widens beyond boardrooms. Ghislaine traces the arc from early telepresence and immersive art to today's “body in the digital,” where trust, intimacy, and presence underpin healthy human-machine collaboration. We examine digital human twins, agentic AI that makes decisions on our behalf, and the ethics of agents negotiating with each other. Expect clear takes on governance, transparency, and the line between pattern-matched empathy and the real thing. We also explore global perspectives: AI ethics in the Nordics, smart-city lessons from Singapore, manufacturing in Japan, and the access gaps that keep billions offline.Media and learning are transforming too. Universities are moving from AI bans to guidance that requires prompt and output documentation, building accountability and critical thinking. On the creator side, we look at AI in podcast production and the next step—personalized listening that adapts to knowledge and time. Along the way, we share recommended episodes, from Karen Jacobsen's origin as the original Aussie Siri voice to Deborah Humble's high-wire opera story packed with lessons in resilience and preparation.If you're curious about technology but allergic to hype, this co-production brings grounded examples, human-centered design, and a global lens. Subscribe, share with a friend who needs a practical AI playbook, and leave a quick review with your biggest “aha” or open question—what would you never let an AI decide for you?Resources mentionedSomewhere on Earth PodcastThanks for listening to Digitally Curious. You can buy the book that showcases these episodes at curious.click/orderYour Host is Actionable Futurist® Andrew GrillFor more on Andrew - what he speaks about and recent talks, please visit ActionableFuturist.com Andrew's Social ChannelsAndrew on LinkedIn@AndrewGrill on Twitter @Andrew.Grill on InstagramKeynote speeches hereOrder Digitally Curious

SWOT! No, it's not mosquito season – thankfully that is passing as we head into the amazing season of fall in the mountains of Western North Carolina (WNC). SWOT is an acronym that stands for Strengths, Weaknesses, Opportunities, and Threats. It is a simple strategic planning tool. You might be thinking, “we did our strategic planning in July” but my friends, a lot has changed since July. The great plans you began the year with may not be working out, and as we move towards the end of October, it is a great time to pause and reassess. Today I'm going to walk you through the SWOT process. In the second half of the show, I'll take you through a related process that focuses more on your leadership, rather than the organization. Together, these tools can help you adjust course and/or refocus in a short period of time.Sponsor Spot 1:If you or your teachers have been thinking about planning a student trip, but don't really know where to start, Kaleidoscope Adventures has you covered!Kaleidoscope Adventures has been planning exceptional educational travel for more than 30 years. They understand the unique needs of student groups and will handle all the details from start to finish – so you can enjoy the experience! If you still need some help getting the ball rolling, check out their great e-resources including The Ultimate Guide to Planning Student Travel, The Ultimate How-To Guide for International High School Travel, AND The Ultimate Financial Guide for Your Student Trip. These are all FREE and packed with helpful tips and advice like how to get your parents on board, funding your trip, picking chaperones, and more.Connect with Kaleidoscope Adventures at mykatrip.com for your free copy or to talk with a pro planner.Kaleidoscope Adventures is travel beyond expectations!Show IntroCelebrations:Processes and systems.Fall in the mountains; why don't we call it autumn any more?Key Points Part 1SWOT componentsWays to use the SWOTTogetherIndividually, then togetherAs program review (with gallery walk)Example – walking through my own businessSponsor Spot 2:I want to thank IXL for sponsoring this podcast…Everyone talks about the power of data-driven instruction. But what does that actually look like? Look no further than IXL, the ultimate online learning and teaching platform for K to 12. IXL gives you meaningful insights that drive real progress, and research can prove it. Studies across 45 states show that schools who use IXL outperform other schools on state tests. Educators who use IXL love that they can easily see how their school is performing in real-time to make better instructional decisions. And IXL doesn't stop at just data. IXL also brings an entire ecosystem of resources for your teachers, with a complete curriculum, personalized learning plans, and so much more. It's no wonder that IXL is used in 95 of the top 100 school districts. Ready to join them? Visit http://ixl.com/assistant to get started.Key Points Part 2SSCC overview (Credit to Darrin Peppard, Leaning Into Leadership)Ways to use itIndividual reflectionCollaborate and do it for each other (with or without SWOT)Quarterly?Example for my own leadershipSummarizing (The big takeaway)Strategic leadership isn't an eventTurbulent times call for frequent course adjustmentsSimple tools help us pause and be intentionalSpecial thanks to the amazing Ranford Almond for the great music on the show. Please support Ranford and the show by checking out his music!Ranford's homepage: https://ranfordalmond.comRanford's music on streaming services: https://streamlink.to/ranfordalmond-oldsoulInstagram: https://www.instagram.com/ranfordalmond/Facebook: https://www.facebook.com/ranfordalmond/Sponsor Links:IXL: http://ixl.com/assistant Kaleidoscope Adventures: https://www.kaleidoscopeadventures.com/the-assistant-principal-podcast-kaleidoscope-adventures/CloseLeadership is a journey and thank you for choosing to walk some of this magical path with me.You can find links to all sorts of stuff in the show notes, including my website https://www.frederickbuskey.com/I love hearing from you. If you have comments or questions, or are interested in having me speak at your school or conference, email me at frederick@frederickbuskey.com or connect with me on LinkedIn.If you are tired of spending time putting out fires and would rather invest time supporting and growing teachers, consider reading my book, A School Leader's Guide to Reclaiming Purpose. The book is available on Amazon. You can find links to it, as well as free book study materials on my website at https://www.frederickbuskey.com/reclaiming-purpose.html Please remember to subscribe, rate, and review the podcast.Remember the secret to good leadership:Be intentional in choosing how you will show up for othersBe fully presentAsk reflective questionsAnd then just listenDon't overcomplicate it, the value is in the listening.Have a great rest of the week!Cheers!Frederick's Links:Email: frederick@frederickbuskey.comWebsite: https://www.frederickbuskey.com/ LinkedIn: http://www.linkedin.com/in/strategicleadershipconsulting Daily Email subscribe: https://adept-experimenter-3588.ck.page/fdf37cbf3a The Strategic Leader's Guide to Reclaiming Purpose: https://www.amazon.com/dp/B0CWRS2F6N?ref_=pe_93986420_774957520

The author, Montather Rassoul, is a management consultant and the founder of consulting firms including MRC Firm LLC FZ and Montather Rassoul Management Consulting Firm. His work focuses on translating complex business challenges into clear, actionable systems.The book is divided into seven parts:Part 1: Foundations of Management Consulting This section establishes the consultant's mindset, focusing on structured, analytical, and client-centered thinking. It introduces the 6-Step Problem-Solving Process and fundamental concepts like the MECE Principle and the SCQA framework for framing problems.Part 2: Analyzing the Business Environment Here, the focus shifts to understanding the external landscape using tools such as SWOT analysis, PESTLE for external forces, and Porter's Five Forces for competitive dynamics.Part 3: Breaking Down Problems Inside the Business This part covers the diagnostic phase, using tools like KPI Trees, Root Cause Analysis, and Process Mapping to isolate internal points of failure or opportunity.Part 4: Crafting and Testing Solutions This section details how to generate, evaluate, and test potential solutions. It introduces structured brainstorming, decision frameworks like the Ansoff and BCG matrices, and hypothesis-driven testing through MVPs and pilot programs.Part 5: Strategy and Growth This part focuses on long-term strategic positioning, covering business model design, strategic roadmaps, and pricing strategies.Part 6: Implementation and Execution This section transitions from planning to action, covering how to turn recommendations into action plans, manage stakeholders, and track performance using KPIs and OKRs.Part 7: The Consultant's Toolkit The final section provides practical checklists, templates, and case studies to apply the book's concepts to everyday problems.Ultimately, the guide aims to provide a repeatable system for solving any business challenge by focusing on the "vital few" inputs that drive the majority of results.Become a supporter of this podcast: https://www.spreaker.com/podcast/montather-rassoul-podcast--3264694/support.

Aprenda com Chay Dias os 5 pilares da liderança eficaz e como aplicar a Matriz SWOT para impulsionar sua empresa.Neste episódio do podcast IR Educação, Chay Dias conduz um bate-papo profundo sobre liderança, gestão e desenvolvimento pessoal, revelando cinco pilares essenciais para uma liderança de sucesso — delegar, ouvir, influenciar, protagonizar e ser resiliente.Além disso, ela apresenta a metodologia SWOT, criada em Stanford em 1960, e explica como aplicá-la na prática para fazer um diagnóstico estratégico do seu negócio e traçar um planejamento sólido para o crescimento.Um episódio transformador para líderes, empreendedores e profissionais que desejam evoluir e conduzir suas equipes com propósito, clareza e estratégia. Por que assistir:• Aprenda a liderar pelo exemplo e desenvolver equipes fortes• Descubra como delegar sem delargar• Entenda a importância da resiliência e da inteligência emocional• Aplique a Matriz SWOT e fortaleça seu planejamento estratégicoO que você vai aprender:• Diferenças entre saber delegar e delargar• Como aplicar a comunicação não violenta na gestão• A importância da visão sistêmica e do autoconhecimento do líder• Como influenciar o meio e desenvolver talentos• Passo a passo para criar e preencher sua própria Matriz SWOT

Are reference checks worth the effort?Most HR professionals have never actually changed a hiring decision based on a reference check. So are we wasting our time, or are we doing wrong?James Lord has spent 10 years in the reference checking industry and argues we're missing the point entirely. Instead of using references to confirm decisions we've already made, he explains how to turn them into a hiring tool that reveals information you can't get anywhere else.In this episode:Why most reference checks feel pointless (and how timing could fix this)The "highlight reel" problem with resumes and interviewsWhy James calls references a "SWOT analysis of a candidate"The risks of doing unstructured references How technology can automate the process without losing valuable insightsWhat to do when companies have "no reference" policiesThe difference between reference checking a CEO vs. a cashierAbout James Lord:James works with RefApp and has been in the talent industry for over a decade, specifically focusing on reference checking companies. Connect with James:LinkedIn: https://www.linkedin.com/in/jameswlord/Email: james@refapp.comWebsite: refapp.comConnect with Andrea: LinkedIn: https://www.linkedin.com/in/andrea-adams1/Email: andrea@thehrhub.caWebsite https://thehrhub.ca

This week, Ted Wolf, who co-founded Guidewise, which helps businesses manage change, offers a slew of valuable AI suggestions for business owners, regardless of how big or small their businesses are and regardless of whether they're just getting started or they've already taken the leap. Those suggestions range from how much to pay for an AI tool to how to protect your data to how to ease employee resistance to how to figure out where to begin. Here's one step you can take right now: Ted explains how to use ChatGPT to do an instant SWOT analysis comparing your business's performance with your competitor's.

Thanks to our Partners, NAPA TRACS, Today's Class, KUKUI, and Pit Crew Loyalty Watch Full Video Episode This episode focuses on a SWOT analysis, examining the Strengths, Weaknesses, Opportunities, and Threats that will shape the automotive industry over the next three to five years. Panelists highlight key strengths, such as the industry's resilience and the aging vehicle fleet, alongside critical weaknesses like the shortage of experienced staff and trainers. Opportunities explored include EV and hybrid servicing, as well as the growing demand for technical educators, while threats encompass supply chain challenges, OEM influence, and internal industry conflicts. The conversation also underscores the importance of framing automotive work as a skilled career rather than a trade, along with the need for succession planning and mentorship within shops. Dwayne Myers, Dynamic Automotive. Dwayne's previous episodes HERE. Travis Troy, Honest Wrenches, Akeny and Des Moines, IA. Listen to Travis' other episodes HERE Corey Evaldi, Olmstead Auto Care, Olmstead Falls, OH. Listen to Corey's Episodes HERE. Thanks to our Partner, NAPA TRACS NAPA TRACS will move your shop into the SMS fast lane with onsite training and six days a week of support and local representation. Find NAPA TRACS on the Web at http://napatracs.com/ Thanks to our Partner, Today's Class Optimize training with Today's Class: In just 5 minutes daily, boost knowledge retention and improve team performance. Find Today's Class on the web at https://www.todaysclass.com/ Thanks to our Partner, KUKUI Stop juggling multiple marketing tools. KUKUI's integrated platform delivers 4x better website conversions, automated follow-up, and real-time ROI tracking. Get industry-leading customer support with KUKUI at https://www.kukui.com/ Thanks to our Partner, Pit Crew Loyalty You're probably tired of chasing new customers who never return. We understand. Pit Crew Loyalty ends the one-and-done cycle, turning first visits into lasting, reliable revenue at https://www.pitcrewloyalty.com/ Connect with the Podcast: The Automotive Repair Podcast Network:https://automotiverepairpodcastnetwork.com/ Follow on Facebook:https://www.facebook.com/RemarkableResultsRadioPodcast/Join Our Private Facebook Community:https://www.facebook.com/groups/1734687266778976Join Our Virtual Toastmasters Club:

If Q1 always feels slow, you're planning too late. This is Part 2 of our 2-part annual planning series, where host Jessica Marx (with Brooke Dumas) walks you through exactly how to use the 2026 Business Planner to turn data into a complete, executable strategy for the year ahead.You'll learn:How to run a 2025 recap (revenue, profit, offers, drivers) before you set 2026 goals.How to use a SWOT analysis—and stakeholder input—to surface real opportunities and risks.How to evaluate your offer suite and pricing so you double down on margin.How to rebuild your org chart, rate A/B/C players, and plan 2026 hires.How to align marketing and sales (messaging, campaigns, funnel, AIDA) to today's buyer.How to translate strategy into Q4 projects, budgets, and timelines your team can execute on January 1.If you missed Part 1, listen to Episode #59 first—it sets the foundation for why Q4 planning now puts you ahead for 2026.Mini-timeline00:01–00:56 What this episode covers and how to use the planner01:41–03:40 2025 business recap: the numbers and questions that matter03:40–05:29 SWOT analysis and getting leadership/fractional feedback05:29–07:07 Goals review: 2025 outcomes → 2026 standard vs. stretch07:07–09:01 Business foundations revisited (markets, buyers, positioning)09:01–10:26 Competitor analysis and capturing white space in Q110:26–11:41 Offer suite and pricing strategy for profitability11:41–13:08 Org chart, A/B/C players, and 2026 hiring plan14:06–16:19 Marketing recap → 9P matrix → funnel and AIDA16:19–17:47 Project planners and priority matrix for Q4 resourcingResourcesDownload the 2026 Business Planner or at millionsweremade.comFollow @MillionsWereMade on Instagram for frameworks + strategy tips

In this episode of the Build Your Success podcast, hostBrian welcomes Stephanie Colon, a seasoned banker turned consultant with over 25 years in the financial industry. Stephanie shares her background, her transition to starting her own consulting firm, and her approach to helpingbusinesses streamline processes and achieve sustainable growth. The conversation delves deep into the importance ofleadership communication, touching on topics like standard operating procedures (SOPs), SWOT analyses, and effective communication techniques. Stephanie recounts a personal story highlighting how a lackof communication during her husband's military deployment caused significant anxiety, illustrating the critical role of clear communication in both personal and professional settings. Brian and Stephanie also discuss traits of good leadership and the significance of maintaining open lines of communication to foster growth and understanding.Stephanie Colón Consulting, LLCbrianb@buildcs.net Host LinkedIn: Brian Brogen, PMP

Every great journey begins with one crucial step: knowing where you are. In this episode of The BIGG Success Show, George and Mary-Lynn dive into Step 1 of the Life Map Course—Your Baseline.They reveal why this “You Are Here” marker is the foundation that powers your goals, how to assess your personal, professional, and financial starting point, and the risks of skipping this essential step. You'll also learn practical strategies—from self-assessment and outside feedback to journaling and SWOT analysis—that help you capture a clear picture of where you are today.Be sure to download the podcast companion for this episode - a free one sheet with a few reflection questions to help you put today's ideas into action. Click here to get it.Thanks for listening!Here's to your BIGG Success,George & Mary-LynnBIGG Takeaways: Your baseline is the crucial starting point for achieving your big success; knowing where you are is essential. Understanding your current position allows for clearer goal-setting and prevents aimless wandering in life. Gathering insights from trusted friends and mentors can help uncover strengths and blind spots in your self-assessment. Regularly journaling your thoughts and progress transforms your baseline into a tangible reference for growth. Setting realistic goals aligned with your true priorities prevents burnout from chasing unattainable dreams. Utilizing a SWOT analysis can deepen your understanding of your current status and guide your success path.BIGG Highlights:[00:15] Understanding Your Baseline for Success[00:58] Understanding Your Baseline[01:59] Starting Your Journey: Self-Assessment in the Life Map Course[03:09] Defining Your Baseline for Success[03:56] Turning Self-Assessment into Future Vision Links referenced in this episode:biggsuccess.comPodcast Companion Freebie

In this Friday Field Notes episode, Ryan Michler explores what it truly means for men to take risks and why it's essential for growth, leadership, and purpose. He outlines the importance of knowing your “why,” weighing risk versus reward, hedging your bets, and preparing every area of your life before making bold moves. Ryan also emphasizes the need for courage, resilience, and guidance from mentors. This conversation is a practical and powerful guide for men who want to step into greater responsibility, push past fear, and live with meaning while taking calculated, righteous risks. SHOW HIGHLIGHTS 00:14 Big goals and the role of risk 02:24 The importance of knowing your why 07:03 Measuring risk versus reward 09:27 Hedging your bets 11:50 Getting your house in order 14:16 SWOT analysis for decision-making 16:37 The mandate to take righteous risk 18:55 Coaching opportunities and Iron Council Battle Planners: Pick yours up today! Order Ryan's new book, The Masculinity Manifesto. For more information on the Iron Council brotherhood. Want maximum health, wealth, relationships, and abundance in your life? Sign up for our free course, 30 Days to Battle Ready

"A mentor or a coach is someone that you can discuss your innermost fears with." In this episode, Tim welcome Jerry Isenhour, President of the CVC Success Group, back to the podcast to talk about intentional mentorship and learning in the current landscape of the industry. Tim and Jerry cover: How to approach mentoring relationships while endeavoring to learn and grow, yourself. Seeking guidance and avoiding the temptation to "go it alone" in an independent industry. The SWOT assessment of a business: Strengths, Weaknesses, Opportunities, and Threats. Still being able to learn things during disagreements or in difficult situations. Listen now to hear how leaning into coaching or mentorship can help you progress through fear and open the door of opportunity. Jerry's podcast referenced in this episode: https://www.facebook.com/share/v/1FSix7LKho/ ------ Become a supporter of The Fire Time Network and get access to awesome rewards: ⁠⁠⁠⁠https://itsfiretime.com/join⁠⁠⁠⁠ To hear more audio articles from our magazine, subscribe to the Fire Time Magazine Podcast: ⁠⁠⁠⁠https://www.itsfiretime.com/magazine⁠⁠⁠⁠ Read The Fire Time Magazine Reader Edition online: ⁠⁠⁠⁠https://magazine.itsfiretime.com⁠⁠⁠⁠ Download The Fire Time Magazine app to get full access to the magazine (for free): ⁠⁠⁠⁠https://www.itsfiretime.com/app⁠

In this conversation, Andrew McGilly discusses his innovative home services business that leverages AI to streamline the painting process. He explains how the business model works, the advantages it offers to homeowners and subcontractors, and the potential for expansion into other home services. A SWOT analysis reveals the strengths, weaknesses, opportunities, and threats associated with the business, highlighting the significant market potential and the challenges of scaling. Andrew shares his vision for the future and the steps he plans to take to grow the business.   Professional Real Estate Investors - How we can help you: Investor Fuel Mastermind:  Learn more about the Investor Fuel Mastermind, including 100% deal financing, massive discounts from vendors and sponsors you're already using, our world class community of over 150 members, and SO much more here: http://www.investorfuel.com/apply   Investor Machine Marketing Partnership:  Are you looking for consistent, high quality lead generation? Investor Machine is America's #1 lead generation service professional investors. Investor Machine provides true ‘white glove' support to help you build the perfect marketing plan, then we'll execute it for you…talking and working together on an ongoing basis to help you hit YOUR goals! Learn more here: http://www.investormachine.com   Coaching with Mike Hambright:  Interested in 1 on 1 coaching with Mike Hambright? Mike coaches entrepreneurs looking to level up, build coaching or service based businesses (Mike runs multiple 7 and 8 figure a year businesses), building a coaching program and more. Learn more here: https://investorfuel.com/coachingwithmike   Attend a Vacation/Mastermind Retreat with Mike Hambright: Interested in joining a “mini-mastermind” with Mike and his private clients on an upcoming “Retreat”, either at locations like Cabo San Lucas, Napa, Park City ski trip, Yellowstone, or even at Mike's East Texas “Big H Ranch”? Learn more here: http://www.investorfuel.com/retreat   Property Insurance: Join the largest and most investor friendly property insurance provider in 2 minutes. Free to join, and insure all your flips and rentals within minutes! There is NO easier insurance provider on the planet (turn insurance on or off in 1 minute without talking to anyone!), and there's no 15-30% agent mark up through this platform!  Register here: https://myinvestorinsurance.com/   New Real Estate Investors - How we can work together: Investor Fuel Club (Coaching and Deal Partner Community): Looking to kickstart your real estate investing career? Join our one of a kind Coaching Community, Investor Fuel Club, where you'll get trained by some of the best real estate investors in America, and partner with them on deals! You don't need $ for deals…we'll partner with you and hold your hand along the way! Learn More here: http://www.investorfuel.com/club   —--------------------

Welcome to another insightful solo episode of Build a Better Agency! This week, host Drew McLellan is at the mic, bringing over 25 years of agency expertise to address one of the most critical topics for agency leaders: rethinking your strategic planning process for the historic challenges and opportunities ahead in 2026. With economic uncertainty, industry disruption, and the rapid acceleration of AI at the forefront, Drew makes a compelling case that the old ways of dusting off last year's SWOT just won't cut it. Drew unveils a hands-on set of fresh, rigorous strategic planning exercises designed to push agency owners and leadership teams far beyond surface-level tactics. He outlines step-by-step activities—including scenario stress testing, client empathy mapping, reverse mentoring from your youngest team members, and even having your team role-play as your most formidable competitor. Each exercise is accompanied by practical guidance on setup, group dynamics, and ensuring every voice is heard—setting the tone for deep candor and courage throughout your planning process. You'll also discover innovative frameworks to identify your agency's blind spots, engage a broader range of team perspectives, and future-proof your business against a constantly shifting marketplace. Drew even walks through how to pressure test your new strategic plan with trusted outside advisors, ensuring your vision for 2026 is both bold and actionable. Whether you're an agency owner looking to foster stronger client and employee relationships, or a leader determined to thrive amid industry change, this episode is packed with practical takeaways and downloadable resources to help you build a plan that's ready for anything. Tune in and get inspired to move past old planning habits and chart a course for a more resilient, innovative, and profitable future. A big thank you to our podcast's presenting sponsor, White Label IQ. They're an amazing resource for agencies who want to outsource their design, dev, or PPC work at wholesale prices. Check out their special offer (10 free hours!) for podcast listeners here. What You Will Learn in This Episode: Why traditional SWOT analysis isn't enough for agency planning in 2026 New, hands-on strategic exercises to challenge assumptions and spark innovation Involving a diverse mix of team members—including newer and younger staff—in planning Emphasizing radical candor, honest conversations, and psychological safety for deeper insights Scenario stress testing to prepare for rapid industry changes (AI, economics, client shifts) Client empathy mapping to deepen client relationships and identify real opportunities   Methods to keep strategic plans alive, actionable, and integrated in agency culture

تواصل معانا وشاركنا افكاركيكشف هذا اللقاء الاستثنائي عن كواليس إحياء الشركات المتعثرة والخاسرة من خلال تجربة عملية حقيقية. يأخذنا المتحدث في رحلة عميقة داخل عمليات التحول الاستراتيجي التي قام بها لإنقاذ شركات كانت على حافة الانهيار.تبدأ الرحلة بالخطوة الأساسية - تحليل SWOT الدقيق للشركة المتعثرة، حيث يشدد المتحدث على أهمية فهم مصادر القوة والضعف قبل اتخاذ أي خطوات إصلاحية. يقدم مثالاً مفصلاً عن شركة "مصر للسياحة" التي كانت عملاقاً في السبعينات والثمانينات قبل أن تتراجع أمام منافسة القطاع الخاص. بدلاً من الاستمرار في منافسة غير متكافئة، تم إعادة توجيه الشركة نحو السياحة الداخلية عبر الإنترنت، ودخول أسواق خارجية جديدة لم يصل إليها القطاع الخاص بعد.نتعرف على أهمية التكنولوجيا كعامل حاسم في عملية التحول، من خلال مشروع ضخم لتركيب نظم الإدارة المتكاملة (ERP) في 73 شركة، وهو ما وصف بأنه أكبر مشروع من نوعه في الشرق الأوسط. كما نكتشف أهمية إعادة هيكلة الإدارة وتقييم الكفاءات الإدارية لضمان وجود القيادة المناسبة لتنفيذ خطط التحول.أياً كان حجم التحديات التي تواجهها شركتك، ستجد في هذا اللقاء دروساً قيمة حول كيفية بناء استراتيجية تحول ناجحة تستند إلى أسس سليمة وفهم عميق للسوق. استمع الآن واكتشف كيف يمكن تحويل الفشل إلى فرصة للنجاح المستدام.Support the showاستمتع بتجربة سماع بودكاست فريدة من خلال ابليكشن بزنس بالعربي واستفيد من محتوى اضافي وحصري في البزنس وتطوير ذات حمل تطبيق من بزنس بالعربي من خلال الرابط: https://m.mtrbio.com/BBA-Application رعاة بودكاست بزنس بالعربي:

Episode Deep Dive with Action Plan: https://idealwealthgrower.substack.com/p/how-to-become-a-multifamily-millionaireDon't miss out on this special episode with guest Mike Morowski. He brings over 30 years of real estate investment experience, having overseen transactions exceeding $450 million!We deepdive into which steps to skip when investing in real estate and which action plan to focus on - enjoy!Skip to Practical Action Steps

Go to www.LearningLeader.com for full show notes This is brought to you by Insight Global. If you need to hire 1 person, hire a team of people, or transform your business through Talent or Technical Services, Insight Global's team of 30,000 people around the world have the hustle and grit to deliver. Sukhinder Singh Cassidy is the CEO of Xero. Xero is a cloud-based accounting software designed for small businesses. They did $2.1 billion in revenue last year. Over the past 25 years, Sukhinder has had leadership roles at Google, Amazon, and StubHub. Notes: Key Learnings Strategic CEO Job Search Criteria – Sukhinder had four non-negotiables: macro tailwinds/good market, customer she could be passionate about, strong business model, and a role where she could "learn for miles" for 5-8 years. Only two companies met her criteria in 18 months of searching. "Sell, Interview, Sell" Hiring Process – First meeting is 50% selling the opportunity to attract top talent. Only after candidates lean in do you shift to intensive interviewing with leadership team exposure. The Virtuous Cycle Framework – Customer at the top, supported by "high purpose, high performance, high people" culture. "It's an 'and,' not an 'or'" - you don't get to choose just one element. Back-Channeling is Critical – Reference checking happens throughout the entire interview process, not just at the end. "The most important thing is not just front channel... it's all the back channel." Values Alignment Over Pure Qualifications – "Go where my values fit and my strengths are valued." Cultural fit becomes the deciding factor in close hiring calls, not competence. The Layoff Leadership Test – Six weeks after joining, Sukhinder laid off 900 people based on McKinsey benchmarking. Showed consistency between the outside-in analysis presented to the board and transparent communication to employees. Portfolio of Bets Strategy – Balance growth, profitability, and customer happiness through diversified initiatives ranging from "safe moves" to "flyers," with clear probability assessments. Consistency as Culture Foundation – "Culture means consistency of message and what's important." Authenticity through change, not resistance to change. The 10-Slide CEO Interview Deck Framework: Vision statement (destination in 2-3 years) Outside-in market analysis Competitive landscape SWOT analysis of current position Five key strategic moves Implementation approach ("the how") Estimated outcomes with probability ranges Practical Application: Job Search Strategy – Define 4-5 non-negotiable criteria upfront. Be willing to wait for roles that truly meet your standards rather than taking "the job before the job." Interview Preparation – Always build a comprehensive thesis deck even if not requested. Use it to clarify your own thinking and demonstrate strategic capability. Hiring Excellence – Spend equal time selling the opportunity and evaluating candidates. Use diverse interview panels and back-channel extensively throughout the process. Cultural Leadership – Be consistent in messaging across all stakeholders (board, investors, employees). Authenticity enables trust during periods of change. Strategic Planning – Frame initiatives as a portfolio of bets with clear probability assessments. Balance growth, profitability, and customer satisfaction rather than optimizing for one. Leadership Hiring Process: The CEO interviews top 2-3 levels even without hiring authority Diverse interviewer panels with "bar raisers" Business problem-solving presentations in the final rounds Multiple leadership team interactions before the final decision Life Lessons: Patience in Career Progression – Sometimes the right opportunity requires waiting. Sukhinder was frustrated during 18 months of searching but found the perfect fit. Preparation Separates Candidates – The depth of strategic thinking demonstrated in final presentations often determines CEO selections. Culture Survives Through Consistency – Not avoiding change, but maintaining consistent values and communication approach through inevitable changes. Leadership Requires Tough Decisions – Laying off 900 people six weeks into the role, but doing it transparently and based on clear data/analysis. Value Creation Through Alignment – Finding roles where your strengths are valued and values align creates exponentially better outcomes than pure skill matching. Systems Thinking Builds Trust – Sharing appropriate "behind the scenes" context helps teams understand difficult decisions and builds long-term credibility. Early Career Focus – "Do great work for great people." Find talented leaders to apprentice under and work exceptionally hard to maximize learning. Authenticity Enables Performance – Being genuine about challenges and changes builds stronger relationships than trying to maintain artificial stability. Strategic Communication – Frame personal asks in terms of organizational benefits. Make it about solving their problems, not your desires. The Xero Transformation: Financial Performance: $2.1B revenue, 21% YoY growth while maintaining profitability Cultural Approach: "High purpose, high performance, high people" - no choosing between them Strategic Moves: Pricing/packaging optimization, sales motion transformation, customer experience reimagining (new dashboard with 3000+ customer inputs) Leadership Philosophy: Provide a "systems view" to employees, share investor-level insights appropriately, and maintain authenticity during difficult decisions

What happens when the voice in your head is your biggest skeptic? Lauren Oshman never saw herself as CEO material until her entire leadership team looked at her expectantly during a pivotal meeting. Now at the helm of Vestia Personal Wealth Advisors, a firm she's helped grow to nearly $1 billion in assets under management, Lauren reveals the leadership evolution that transformed her from second-in-command to confident CEO."I had to build the muscle to believe in myself as a leader," Lauren shares, describing how she overcame the self-doubt that nearly prevented her from stepping into her full potential. Through mentorship and deliberate mindset shifts, she learned to watch her own "highlight reel" instead of focusing on gaps and uncertainties. This transformation allowed her to build a nationwide financial planning firm serving physicians while raising three young daughters.Lauren's practical wisdom shines throughout our conversation as she unpacks the decision-making framework that guides her leadership: asking "what's the worst that could happen?" to overcome fear, tracking time allocation to match priorities, and creating space for strategic thinking despite busy schedules. Her vulnerability journey stands out as particularly impactful, discovering that her ability to connect with people "hit a wall" until she learned to open up appropriately, creating a culture where both team members and clients can build genuine trust.For leaders struggling with the constant juggle of professional demands and personal priorities, Lauren offers refreshing transparency about her own challenges balancing CEO responsibilities with motherhood. Her approach to integration rather than "balance" provides a realistic model for high-achievers looking to create impact across all areas of life. Whether you're currently in a leadership position or aspiring to grow your influence, Lauren's journey demonstrates how embracing feedback, practicing strategic reflection, and trusting yourself creates the foundation for authentic, effective leadership.In this podcast you will learn how:• Moving past fear by asking "what's the worst that could happen?" and "what's the best that could happen?"• Building confidence through mentorship and learning to "watch your highlight reel" instead of focusing on gaps• Growing from viewing feedback as criticism to seeing it as an opportunity for growth• Creating a specialized niche practice serving physicians with an abundance mindset• Using data to manage time effectively by tracking how time is spent versus priorities• Learning to build trust through appropriate vulnerability with team members and clients• Implementing regular reflection practices like clarity breaks and annual SWOT analyses• Setting three priority tasks daily to maintain focus amid competing demands• Prioritizing family needs while maintaining professional excellence• Embracing leadership as creating a ripple effect of positive impact on othersHighlights:0:00Overcoming Fear in Leadership6:15Launching a Nationwide Financial Planning Firm16:15From Supporting Role to CEO28:00Building Trust Through Vulnerability37:00Creating Space for Strategic Thinking45:20Final Thoughts on Leadership GrowthInterested in 1:1 Coaching?Kristin partners with high-performing financial advisors, leaders, and business owners who are ready to lead with more clarity, focus, and intention.Clients often come to her with a strong vision, but they aren't sure how to close the gap between where they are now and where they want to go. Many are navigating a season of growth, stepping into expanded leadership, or realizing they've outgrown their current systems and ways of working.They know they're capable of more and want a strategic thought partner to...

Would you like access to our advanced agency training for FREE? https://www.agencymastery360.com/training Are you stuck acting like an order taker instead of leading your clients with strategy? If you want to grow an agency that survives the competition, you need to do more than deliver pretty websites or manage ad budgets. You need to lead with strategy, prove it with data, and guide your clients through the journey—not the other way around. Too many agencies are still making decisions based on “gut feelings” instead of data, which is why today's featured guest is tackling exactly that problem—making it easier for everyone in a company to use data daily, so decisions are grounded in reality, not instinct. Pete Caputa is the CEO of Databox, a business intelligence platform built for small to mid-market companies that makes data adoption simple across teams. Before that, Pete spent nine years at HubSpot, where he famously launched and scaled the agency partner program—now responsible for billions in revenue. But Pete's journey didn't start in SaaS boardrooms. He began as an engineer, dabbled in early 2000s web apps after learning to code, and struggled through the grind of bootstrapping. his own ventures. A key pivot came when he connected with sales coach Rick Rober, who helped him sharpen his sales chops. That path eventually led him to HubSpot as the fourth sales rep and later, the architect behind the company's groundbreaking agency channel. In this episode, we'll discuss: Creating the HubSpot Agency Partner Program. Why agencies need to lead with strategy. AI as the new strategic edge. Selling strategy as a service. Subscribe Apple | Spotify | iHeart Radio Sponsors and Resources E2M Solutions: Today's episode of the Smart Agency Masterclass is sponsored by E2M Solutions, a web design, and development agency that has provided white-label services for the past 10 years to agencies all over the world. Check out e2msolutions.com/smartagency and get 10% off for the first three months of service. The Birth of the HubSpot Agency Partner Program Early HubSpot sales conversations looked familiar to many agency owners: lots of free education, lots of excitement… and lots of ghosting. Agencies wanted to roll HubSpot out to their clients, but deals rarely closed. Pete recognized the deeper problem —agencies were stuck in project-based work and living on the cash flow rollercoaster. So he set out to teach agencies to package ongoing retainers instead of chasing one-off projects. That simple but powerful shift unlocked stability and scale. Agencies suddenly had recurring revenue, longer-term client relationships, and the ability to deliver compounding value. HubSpot, of course, became the backbone of that service delivery. What started as a scrappy idea became a multi-billion-dollar channel—and one of the most successful agency programs in SaaS history. Leaving HubSpot As HubSpot scaled, so did its internal politics. Pete found himself in the middle of a growing conflict between the direct sales team and the partner channel. Instead of collaborating, the two operated like competing businesses, often clashing at the deal level. Pete saw a solution, but realized implementing it would be painful in company scaling that fast. He eventually stepped away, even though he was responsible for nearly 40% of HubSpot's revenue at the time. “It got harder to get things done,” he admitted—proof that what works in a startup culture doesn't always survive as companies mature. The Evolving Challenges for Agencies Back in the early 2000s, agencies had to convince clients digital marketing was worth investing in. SEO, social, and funnels were foreign concepts for most businesses. Agencies had to sell belief before they could sell retainers. Today, the problem isn't buy-in—it's competition. Businesses now see digital as essential, but agencies are often commoditized into executing tactics. Instead of being trusted advisors, many find themselves replaceable—either by freelancers, in-house hires, or other agencies that “do the same thing cheaper.” The risk is clear: if you're not leading clients strategically, you're just a vendor waiting to be swapped out. Agencies Need to Lead With Strategy Most agencies claim to do strategy, but really, they only use it to justify selling a tactic. Redesigning a website? They'll run some quick competitor research. Launching content marketing? They'll whip up a persona doc. But that's not strategy—it's sales collateral. Pete is now working on a framework he calls Predictable Scale. It starts with true strategy: competitive research, customer research, defining vision and mission, and setting clear objectives. Only then do tactics come into play. Most agencies don't put these together in the right sequence and, as a result, get pushed in to executing tactics. For agencies, this is the key to breaking out of the execution box and earning a permanent seat at the table. AI as the New Strategic Edge These days, agencies can leverage AI to accelerate strategy and client service. It can be as simple as using AI to run a SWOT analysis, refine your brand voice, mission and vision, and then taking all the data and use it to create a custom GPT you can run to generate client-facing plans. One mastermind member, Chris Dwyer, took this to the extreme by building a board of AI advisors (finance, marketing, sales, and acquisitions) and saw incredible growth as a result. Pete's team has also dabbled in this use of AI and created a custom GPT called Pete GPT. They feed in customer interviews, surveys, and Pete's own writing so the tool can generate content in his voice. Beyond content, AI is speeding up product feedback loops. By connecting call transcripts, chat logs, and support tickets, his product team can instantly spot customer needs and prioritize features—a process that used to take weeks of interviews. Pete also has an AI agent that handles about 50% of his agency's conversations with prospects and clients, with a customer satisfaction score of 70% so far. For agencies, the message is clear: if you're not already embedding AI into your workflows, you're falling behind. Onboarding and Client Retention Still Matter Most Not everything should be automated, however, especially when it comes to onboarding. Onboarding can make or break a client relationship in the first 60 days. Too many agencies rely entirely on Zoom and automation, missing the opportunity to build true connection. “No one meets with clients in person anymore,” he said, and it's costing them. Some of the most successful agencies in Jason's mastermind make it a priority to visit new clients in person during the first quarter. That small gesture builds trust, creates deeper bonds, and makes it much harder for clients to churn later. With competition as fierce as it is, going the extra mile in onboarding may be the simplest competitive advantage agencies can claim. Selling Strategy as a Service Pete wrapped up the conversation by introducing Databox's new program for agencies: business intelligence as a service. Until now, most agencies used Databox to report on campaign performance. But Pete sees a bigger opportunity—helping agencies package BI consulting as a strategic service. Instead of being the vendor that just improves ad ROAS or runs SEO reports, agencies can step up as partners who improve an entire company's performance. That means quarterly reviews looking not just at marketing metrics, but at sales, ops, finance, and customer success data too. For agencies tired of being “order takers,” this is the chance to finally sell strategy over tactics—and get paid for it. Do You Want to Transform Your Agency from a Liability to an Asset? Looking to dig deeper into your agency's potential? Check out our Agency Blueprint. Designed for agency owners like you, our Agency Blueprint helps you uncover growth opportunities, tackle obstacles, and craft a customized blueprint for your agency's success.

In today's episode of the Second in Command podcast, Cameron discusses a common misstep in leadership: blending strategy and planning into one concept. While many leaders mistakenly see them as interchangeable, Cameron makes a compelling case for treating them as separate disciplines—each vital in its own right. Strategy is about creative thinking, exploring future possibilities, and setting direction, while planning deals with the tangible steps needed to execute that vision within a tightly focused 12-month window.The conversation emphasizes that while a vivid vision helps align a team around long-term aspirations, the execution must happen in short, realistic sprints. Leaders are encouraged to develop strategic goals with a two- to three-year lens, but to avoid placing rigid plans beyond one year due to the unpredictable nature of business environments. The discussion lays out a blueprint for how to reverse-engineer big-picture objectives into actionable, time-bound tasks, down to the staffing needs and recruiting timelines.Curious how to stop wasting time on plans that never land? This episode breaks down the right way to balance long-term vision with short-term execution—listen now and transform your planning mindset.If you've enjoyed this episode of the Second in Command podcast, be sure to leave a review and subscribe today!Enjoy!In This Episode You'll Learn:Why strategy involves long-term thinking and a SWOT analysis, while planning is about making those strategies actionable within a 12-month period. (1:27)The importance of aligning everyone with the company's vision, emphasizing the need for a vivid vision and a focused annual plan. (3:03)Why planning for the entire 12-month period, ensuring all core roles are filled and recruiting processes are well-timed, is vital. (4:03)The process of briefing the management team and frontline staff in November or early December, ensuring everyone knows the plan for the year. (5:15)The value of aligning the right people, having meeting rhythms, and ensuring the team has the necessary leadership skills. (7:00)And much more...Resources:Connect with Cameron: Website | LinkedInGet Cameron's latest book – "Second in Command: Unleash the Power of Your COO"Get Cameron's online course – Invest In Your LeadersDisclaimer:The views, information, or opinions expressed during this podcast are solely those of the individuals involved and do not necessarily represent those of The Second in Command podcast or its affiliates. The content provided is for informational and entertainment purposes only and is not intended to be a substitute for professional advice. We make no representations as to the accuracy, completeness, suitability, or validity of any information on this podcast and will not be liable for any errors, omissions, or delays in this information or any losses, injuries, or damages arising from its display or use. Listeners should consult with a professional for specific advice tailored to their situation. By accessing this podcast, you acknowledge that any reliance on the content is at your...

When the Summer days start fading, we start planning! Today we're diving into the importance of starting your 2026 planning now - at the very least, getting those dates on the calendar in October or November. From vision setting and SWOT analysis to identifying Planning Discussion Items and breaking them into 90-day action steps, we explore the tools and structure that make planning retreats impactful. We also discuss the balance between big-picture dreaming and practical integration, and why getting out of the office fuels creativity.

Check out the podcast on Macslist here: (https://www.macslist.org/?post_type=podcasts&p=16289&preview=true)  Your story is your most powerful job search tool, yet most candidates fail to use it effectively. According to Find Your Dream Job guest Levi Gaytan, job seekers without personal narratives appear formulaic and forgettable to hiring managers. Stories create connections, showing employers why you're applying and how your past experience relates to their needs. Levi's approach uses two frameworks: SWOT analysis (strengths, weaknesses, opportunities, threats) and VRIO (value, rarity, imitability, organization). He says effective stories follow a simple formula: before, action, result, and then why it matters to the employer. Every experience contains transferable skills – parenting demonstrates leadership, driving for Uber shows resourcefulness. Rather than weak language like "supported," use strong action words like "led" and "directed." Success comes from authentic self-reflection and conducting informational interviews to truly understand what employers need, rather than simply matching resume buzzwords to job descriptions. About Our Guest: Levi Gaytan is an HR leader, speaker, and community builder.  Resources in This Episode: Connect with Levi on LinkedIn.  Portland Human Resources Management Association Learn more about your ad choices. Visit megaphone.fm/adchoices

In this episode of Friday Field Notes, Ryan Michler explores how men can embrace calculated risks to achieve success in relationships, health, wealth, and quality of life. He shares five actionable strategies—defining your vision, measuring risk versus reward, hedging bets, conducting a SWOT analysis, and seeking coaching—to ensure risks are prudent and aligned with personal goals. Michler emphasizes preparation and intentionality to minimize threats and maximize opportunities, urging men to act boldly yet wisely. SHOW HIGHLIGHTS 00:00 - Episode Introduction 00:26 - The Importance of Calculated Risks 02:10 - Know What You Want 03:52 - Measure Risk vs. Reward 06:11 - Hedge Your Bets 10:39 - Avoid Complacency 13:00 - Conduct a SWOT Analysis 15:24 - Seek Coaching 17:45 - Connect and Take Action Battle Planners: Pick yours up today! Order Ryan's new book, The Masculinity Manifesto. For more information on the Iron Council brotherhood. Want maximum health, wealth, relationships, and abundance in your life? Sign up for our free course, 30 Days to Battle Ready