Podcasts about visionary integrator

Facebook Groups. They're the foundation of the introvert-friendly strategy that jump-started Marisa Lindsay's real estate business, serves as the foundation for her real estate team in Colorado Springs, and fuels a growing referral network across the country.Learn from the founder of The Collective by Marisa Lindsay, as well as from their TC/CTO/problem solver, Dubs (including how she got that nickname). They're a Visionary/Integrator duo whose relationship started as a real estate agent and a home buyer.In addition to the production of their local, in-town agents, they had nearly 20 closings in March through the referral network - all driven by about 60 Facebook Groups (and counting).In this conversation: what the strategy is, how they developed the strategy, how they sell without selling, and how they set it up in other markets.They walk us into their four-agent team and its staff, how they developed the Facebook Groups strategy, how they extended it into other markets, when and why they moved the team into a proper CRM, key pieces of their tech stack, and more!Watch or listen to this conversation to learn:- Key elements to building the highest-performing team in your market, including creativity with execution and a Visionary with an Integrator- Selling nearly 50 homes in year one with every deal generated through a Facebook Group- The three characteristics (or “the trifecta”) that Marisa saw in a client that led to her extending an offer to join the team- Specific roles on their small team in Colorado Springs that also supports a network of agents across the US- Foundations of the Facebook Groups strategy that's the foundation of the team and the referral network- How sales conversations can happen on social media … without initiating sales conversations- Overcoming two myths about Facebook Groups- Why Facebook Groups functioned like a CRM for them- “The amount of leverage is undeniable” - the vision that motivated a move to a proper CRM- How Marisa went from Chief Skeptic to top user of their CRM- Logistics behind and lessons learned from the referral network- How they're building community and courses for introvertsAt the end, learn about McNeese State as must-see TV, splurging on “magical” experiences, and the “why” behind things.Marisa Lindsay and Dubs:- https://www.instagram.com/the_marisa_lindsay/ - https://www.facebook.com/marisa.lindsay2 - https://www.facebook.com/dealswithdubsReal Estate 4 Introverts:- https://www.facebook.com/groups/re4introvertsReal Estate Team OS:- https://www.realestateteamos.com- https://linktr.ee/realestateteamos- https://www.instagram.com/realestateteamos/

As most of you know, our Patreon audience has the INSIDE access to the KF Show. The year 2025 will be an important one for Patreon specifically and if you'd consider jumping up to the $5 level it would sure help. The $10 level will remain and we now have a brand new $20 level as well! All members who join at that level will receive a sticker swag pack in the mail, you'll be IMMEDIATELY entered in the monthly prize grab, and you'll receive a phone call from one (or all) of us to chat up whatever you want for 30 minutes! Thank you SO MUCH to those of you who have joined in for the extra content that is only for Patreon supporters. To get in on the action and support the show with a minor financial contribution just click the link below to sign up. Join up via Patreon at patreon.com/KFSHOW ======================================== Presented with Holley - Back for 2025!  Phase 3 of Kibbe and Friends is officially here, and Holley is back for more fun, foolishness, and flying orange Chargers! Once again we're proud to be associated with the historic name that has made cars fast for years and years, and their innovations continue forward (as always)! Make sure that you visit Holley.com to place your speed parts orders - and THANK THEM for continuing on as the Title Sponsor of the KF Show!  ======================================== Car Movie Review: Vince Vaughn and Kevin James play college best friends and entrepreneurs that are the classic Visionary/Integrator of successful business. Neither would be successful without the other! They go into business - to electrify Dodge muscle cars - that provide the sounds to fool the customer into thinking they're listening to a V8 while they're just hearing an electric motor spin. Did we mention this movie came out in 2011? In between the car drama, Kevin James wife is cheating on him (and he's doing a few shameful things too). Vince Vaughn is stuck in the dilemma of trying to protect his best friend while dealing with the doubt of others from his past as a gambling addict. The end result is that we get an entirely movie of hilarity and HEMI powered classic Dodges - just for fun! This movie has "real" other actors too! Winona Rider, Jennifer Connately, Channing Tatum, and Queen Latifah round out the ensemble. Even more impressive, the director was a big name too; Ron Howard! I'm telling you, in 2011 someone at Dodge saw this movie and just copied the whole thing. 14 years later, it's a realty. The new 2025 Charger is electric and has a speaker system of V8 sounds. Even better, we get a bro movie between Vince Vaughn and Kevin James. The only thing that would make it better is if it were Paul Blart Mall Cop 3! Movie Rating: 10 Corndogs!  ======================================== Welcome to the High Performance Expo! We are pleased to announce that the all new High Performance Expo has joined us to share their inaugural event, the exclusive business and enthusiast show of the North Carolina Motorsports Association (NCMA), will be held from June 3-5, 2025, at the Charlotte Convention Center, followed by area-wide enthusiast activities. The event will bring together all segments of the racing, aftermarket, restoration, and performance community for the first time in the heart of the auto racing industry. We'll be bringing you more details until the show starts! Visit https://thehpx.com for details.   ======================================== National Parts Depot Presents: Bernie on the News! https://www.npdlink.com. The post K&F Show #326: 2025 Tax Season and Hollywood Predicting EV Motors with Fake V8 Sounds; Car Movie Review “The Dilemma” from 2011 first appeared on The Muscle Car Place.

Explore the transformative power of separating Visionary and Integrator roles in family businesses with host Adam Hill. Discover how this strategic division can prevent burnout, enhance accountability, and drive sustainable growth. Drawing from personal experiences and proven business frameworks, Adam offers actionable insights to help leaders assess their strengths and implement effective role separation. Whether you're looking to improve leadership dynamics or prepare for a smooth transition, this episode provides the guidance you need to elevate your business!0:00 Intro0:56 The most important relationship in family business5:43 Misconceptions about the CEO role9:04 The "time card" culture14:26 Importance of core focus and preventing distractions18:30 Letting go of control as a founder22:35 Implementing the Visionary-Integrator relationship26:39 Giving authority to the Integrator29:42 Closing thoughtsResources Mentioned:adam.hill@eosworldwide.comFollow Adam:Sign up for my newsletter and get my free Vision/Reflection Retreat Guide: https://adamchill.ck.page/vision-refl...IG: @theadamchillYouTube: @adamchillTikTok: @theadamchill

In this episode of Living Vision, Marty Nocchi and I dive into one of the most powerful but often overlooked dynamics in business: the Visionary and Integrator partnership.If you're a Visionary like me, you know how hard it can be to manage your team while trying to bring your big ideas to life. You might feel like you're constantly in your own way, slowing down your business growth. I've been there. That's why having an Integrator isn't just helpful, it's essential.Marty and I unpack what makes the Visionary-Integrator duo the ultimate growth accelerator. We share real examples, like the untold story of how Roy Disney was the driving force behind bringing Walt Disney's vision to life. This conversation is about unlocking your next level by letting go and trusting the right person to help carry your vision forward.In this episode, you'll learn:- Why every great Visionary needs an Integrator- The truth about Disney's rise and the power of a strong partnership- How Integrators turn chaos into clarity and ideas into reality- Why Visionaries often sabotage their own businesses without realizing it- How to find the right Integrator and build a sustainable futureIf you're a founder, CEO, or creative mind who struggles with execution, this episode is for you. It might be the breakthrough you need.Need help building your vision?DM me on Instagram @aaronvelky and I'll send you one of our tools to help you get started.

Scott Wollaston and Sarah Bridges of NC Fusion reveal how EOS® helped them boost efficiency and refine their Visionary/Integrator™ dynamics.

Thomas Tona and Janira Aleszczyk, of TonaLaw, reveal how emotional intelligence and EOS® transformed their Visionary/Integrator partnership.

In this episode host Dan Aberhart chats with Warren Bills and his little brother Terry Aberhart ... the Visionary/Integrator and Simplifier/Multiplier team who have transformed the Western Canadian agricultural industry thought their various endeavours together. They talk about their on their collaborative journey, the formation of their numerous agribusiness ventures, and the importance of aligning with values-driven partners. This conversation covers the launch of Convergence Growth, their experience with AgriTrend, insights into the MNP Ag Intellect initiative, and the establishment of Aberhart Group. The episode also previews the upcoming Convergence Conference 2025, aimed at fostering innovation and collaboration in agriculture. Join us for an inspiring dialogue on making a meaningful impact in agriculture while maintaining personal well-being and strong community ties. 00:00 Catalyst for Change: Embracing New Beginnings 00:43 Welcome to Growing the Future Podcast 02:06 Introducing Esteemed Guests: Warren Bills and Terry Aberhart 04:01 The Journey Begins: Warren and Terry's Backstory 12:14 Agritrend and Its Impact 16:46 Convergence Growth: A New Vision27:54 MNP Ag Intellect: A Collaborative Future 35:39 Aberhart Group: Family and Business Synergy 40:25 Convergence Conference: Join the Movement 47:09 Closing Thoughts and Future Plans 

Raphael and Mervin Lei of Winneram International share their journey of implementing EOS® and navigating the dynamics of a family-run business.

Jeni Bukolt and Jessica Blackshaw of HAVEN Creative share how culture, candid conversations, and alignment helped drive their business growth.

Are you a Visionary or an Integrator in your land business? More importantly, what the heck are Visionaries and Integrators, what do they actually do and how do they complement each other to scale a business? That's exactly what Ben Pijanowski of Assets for Acres breaks down for us in this episode. As the Integrator to Ajay Sharma's Visionary role, Ben thrives in the day-to-day operations of land investing. That relationship and a clear focus on their roles allow them to both optimize their business *and* focus on growth by committing to one big project a quarter – growing the skillset and knowledge base of their team. The key to unlocking this sort of partnership is finding the right person to collaborate with, which Ben gives some great tips for. PLUS: If you're a reader, check the show notes for lots of recs. **IN THIS EPISODE:** - Learn what the Visionary/Integrator relationship is and how it works - Find out where to look for partners and the green flags to keep an eye out for - Discover the importance of having clear roles - [Instagram](https://www.instagram.com/benpijanowski/) - [Assets for Acres](https://www.assetsforacres.com/)

Originally uploaded April 11th, re-edited May 3rd. Jeffrey Mosher welcomes back Mike Maddox, Professional EOS Implementer, Freedom Builders, Lansing, MI. Welcome Mike, tell us about Freedom Builders and your EOS journey, it started before the company and the summer of 2022 I suspect? You do a podcast 'Getting A Grip' tell us about that and some of your guests so far? Visionary / Integrator or both, how do you see yourself? As you care to share what's that 10-year vision and what are the core values and core focus? » Visit MBN website: www.michiganbusinessnetwork.com/ » Watch MBN's YouTube: www.youtube.com/@MichiganbusinessnetworkMBN » Like MBN: www.facebook.com/mibiznetwork » Follow MBN: twitter.com/MIBizNetwork/ » MBN Instagram: www.instagram.com/mibiznetwork/

In this episode of "It's the Bottom Line That Matters," Patricia, Daniel, and Jennifer delve into the topic of the Entrepreneurial Operating System (EOS) and its impact on business operations. They emphasize the importance of understanding the three main roles within EOS: the visionary, the integrator, and the implementer. Through a lively discussion, they explore how these roles interact and how they can be effectively applied in different business scenarios, adopting a conversational and relatable approach to provide insights on how to identify and leverage these roles within a team's structure. Listeners will gain valuable insights into the significance of these roles and how they relate to standardizing operations in a business environment. The hosts provide practical advice on how to recognize and nurture the respective skills required for each role, and how to thoughtfully consider the alignment of these roles with the existing team's skill sets. Whether you are a seasoned entrepreneur or a budding startup, this episode offers a comprehensive understanding of how to effectively utilize the EOS system within your business. KEYWORDS: entrepreneurial operating system, EOS, business management, operations, visionary, integrator, implementer, systematize operations, department heads, management team, standardize operations, personal skills, networking event, CEO, president, serial fire starters, solopreneur, fractional chief operating officer, roles, business transaction, founder, risk to the business, accountability, external roles, start-up, standardized operations, documented processes, board of directors, overwhelmed, management team

Today's episode concludes a fascinating and FUN series of conversations with the women of  Terzakis and Associates by bringing this mother/daughter duo together to speak candidly about what has made their micro-small business consulting firm work…and what hasn't.They beautifully describe the intentional work it took to cultivate a productive symbiosis between Susan's strategist mind (always finding a way to land and drawing excitement in figuring it out as she went) and Jessica's empirical nature reminding her to “Hang on, there may be a better way than just ‘being okay at the end of the day.'"Much to our benefit, they offer their journey towards forming the ultimate Visionary/Integrator partnership here as a hand held out to inspire those of us seeking to find that special business someone, too. Friends, this is one not to be missed!Quick overview of what we cover:How Susan – with her impressive business background, experience, and foresight – actively encourages Jessica's “lasso” for her ideasHow Jessica – with her impressive fact-finding/operational talent – actively protects Susan's space to dream bigHow they were able to transform their early working environment (chaotic whiplash, lighting off Jessica's fact-finder radar like crazy and causing Susan immense overwhelm) into the extraordinary dynamic they have nowTheir unique approach to counteract the periods of inertia that all businesses experienceWhy they believe it's healthy to ‘Thelma and Louise some stuff' to alleviate boredom (not to flirt with risk, but to seek opportunity and deepen their experiences as businesswomen)Why “How can I be my subcontractor's best client?” is the smartest POV to get the most out of your relationship with contractors – for you bothWhat led to this mic drop moment: “Those are thieves in the night sent by ego - don't let it take more from you than what it already has.”RESOURCES: Listen to Part 1 of this series HERE, and part 2 HEREClick here to apply for a Growth Strategy CallClick here to apply for a Soulpreneur revenue-based scholarshipLET'S CONNECT: Connect with Adriane on LinkedIn @adrianegaleaFollow Adriane on Instagram @adrianegaleaVisit the website: soulpreneur.coCONNECT WITH SUSAN + JESSICA: Connect with Terzakis & Associates on Facebook  Visit their website: terzakisandassociates.com/Download the eBook: 7 Things to Stop Doing So You Can Grow Your BusinessABOUT TERZAKIS & ASSOCIATES:Susan and Jessica Terzakis are Women Owned Small Businesses (WOSB) champions and the mother-daughter duo at the heart of Terzakis & Associates, a micro-small business advising firm.  - - - - - - - - - - - - - - - -Loved this episode? If you leave a review or share it with your friends on social, my team will send you a copy of one of our favorite business resources! Take a screenshot and email it over to us at support@soulpreneur.co or DM it to @thescalinglounge!

Jessica Terzakis – the ‘Integrator' half of the dynamic mother+daughter duo that run Terzakis and Associates – jumps into the conversation today about how she was able to shed her W2 mentality as a master-educated high-school teacher and fully embrace her new COO identity in all things entrepreneurship.Jessica details her beginnings as task-master extraordinaire to where she is now, performing as a bonafide business strategist responsible for creating new revenue opportunities and growing their brand.If you've ever wondered exactly how your business could be transformed by bringing on a COO or business partner (or maybe you're just curious as to what it's really like to work with your mother) – then this is the episode for you! Quick overview of what we cover:Why “You can do whatever you want with your time!” was initially too much freedom for Jessica's W2 trained employee-brain (and how long it took her to shed that mindset)The meaning behind why she started calling her mom ‘Susan' The lightbulb moment Jessica had when her mom casually remarked, “You sure ask a lot of questions”How Jessica was able to put her love of learning design to use to help explore new revenue opportunitiesHow they use the Kolbe-A assessment and the Unique Brilliance Quadrant to help mentor both their team and their business clientsWhy learning how to present your ideas and opportunities to your COO is just as important as the idea itself to get it off the groundWhich kinds of mother/daughter business duos work in Jessica's opinion (and which don't!)How long it took her to find bottlenecks in the business and create the plans that broke through them Why sustainability in business can't come at the cost of your sanity and happinessRESOURCES: Click here to apply for a Growth Strategy CallClick here to apply for a Soulpreneur revenue-based scholarshipLET'S CONNECT: Connect with Adriane on LinkedIn @adrianegaleaFollow Adriane on Instagram @adrianegaleaVisit the website: soulpreneur.coCONNECT WITH JESSICA: Connect with Terzakis & Associates on Facebook  Visit Jessica's website: terzakisandassociates.com/Download the eBook: 7 Things to Stop Doing So You Can Grow Your BusinessABOUT JESSICA:Jessica Terzakis is the master of creating new revenue streams for entrepreneurs like you. For the past 7 years, Jessica has dedicated herself to supporting clients in crafting lucrative courses, programs, trainings, and communities that break free from the limitations of one-on-one client work. As a former teacher, Jessica brings her exceptional teaching and presentation skills to the table, having been featured on premier podcasts and graced countless in-person and virtual stages, all while leading her own transformative virtual training program, where she shows entrepreneurs just like you how to infuse their businesses with multiple revenue streams.- - - - - - - - - - - - - - - -Loved this episode? If you leave a review or share it with your friends on social, my team will send you a copy of one of our favorite business resources! Take a screenshot and email it over to us at support@soulprene

Susan Terzakis, CEO and founder of Terzakis and Associates, spends her days advocating for woman- and family-owned small businesses as an advisory specialist.Essentially, she is a micro-small business champion, and someone you'll have the pleasure of learning from, simply by listening to her think through her ideas. When I tell you this episode – part 1, speaking to the “visionary” half of a dynamic mother/daughter duo –  is chock full of business lesson after business lesson after business lesson...Well, be forewarned to keep your listening ears ON and your backtrack thumb at the ready! There is just so much wisdom in what she has to say and how she says it. Quick overview of what we cover:Why Susan believes (so passionately!) that having a healthy small business community means... you have a healthy community (i.e. - one cannot survive without the other)The turning point when she decided she was done representing others and really wanted her own voice to be heardWhy she describes the first couple years in business as the time when she effectively created “A really nice job, one where I only got paid when I worked” – and how she evolved into the CEO she is todayWhy she feels that small business is an essential pathway for women to achieve financial independence and agencyHow she was able to break her daughter's “W2 habits,” and what happened for her to say, “I knew in that moment, I had a full partner…” **chills**Her strategy to counteract the “costly and dangerous” groupthink behavior she sees so often in family-owned businessesWhy emotional intelligence is so important to have when successfully running a family business, including knowing deeply, “I am not my business.”RESOURCES: Click here to apply for a Growth Strategy CallClick here to apply for a Soulpreneur revenue-based scholarshipLET'S CONNECT: Connect with Adriane on LinkedIn @adrianegaleaFollow Adriane on Instagram @adrianegaleaVisit the website: soulpreneur.coCONNECT WITH SUSAN: Connect with Terzakis & Associates on Facebook  Visit Susan's website: terzakisandassociates.com/Download the eBook: 7 Things to Stop Doing So You Can Grow Your BusinessABOUT SUSAN: Susan Terzakis has experienced an exceptionally successful career in public service and private organizational development, strategy, and senior leadership over the last +27 years. In 2014, Susan founded Terzakis & Associates, a small business advising firm, which is an advocate for micro-small businesses, she is a Women Owned Small Businesses (WOSB) champion, Veteran and family owned small business advisory specialist. - - - - - - - - - - - - - - - -Loved this episode? If you leave a review or share it with your friends on social, my team will send you a copy of one of our favorite business resources! Take a screenshot and email it over to us at support@soulpreneur.co or DM it to @thescalinglounge!

"Getting A Grip" is a brand new show for Michigan Business Network, hosted by long-time MBN contributor Michael Maddox. In this weekly program Mike will focus on helping entrepreneurs end the chaos. Through the Entrepreneurial Operating System (EOS) we highlight ways that business owners can clarify their vision, gain traction, and increase team health. Entrepreneur and Professional EOS Implementor, Mike Maddox, highlights the foundational tools of EOS, shares real world examples, interviews fascinating guests, and will challenge your way of thinking. If you are ready to end the frustration and share a few laughs along the way, listen to Getting A Grip each week. For Episode 7: Guest Bio Rachel Michaud, President and COO, Gillespie Group, Lansing, MI. https://www.linkedin.com/in/rachelmichaud/ Gillespie Group (gillespie-group.com) Episode/Interview Details The Power in pursuing a higher purpose as a business · Validating and living out your core focus · Setting big 10 year targets and then meeting them · The Visionary/ Integrator relationship – Rocket Fuel · The personal impact that EOS can have on business leaders · The power and format of a good 2 day annual planning session » Visit MBN website: www.michiganbusinessnetwork.com/ » Subscribe to MBN's YouTube: www.youtube.com/channel/UCqNX… » Like MBN: www.facebook.com/mibiznetwork » Follow MBN: twitter.com/MIBizNetwork/ » MBN Instagram: www.instagram.com/mibiznetwork/

CEO and Visionary of Ulrich Lifestyle Structures, Jonathan Ulrich, finds his perfect Integrator™ match when he meets George Bobbitt Sr., now president and COO.

Grandi Washington and Jennifer Maker, of Jennifer Maker, express how to balance control and communication in their Visionary-Integrator™ relationship.

In the third episode of the Business Operating Systems series, host Charlie Malouf welcomes back Stacey McCormick and Carl Hillesland to discuss the transformative impact of Mr. Mo, the Retail Performance team's business operating system. Introduced in late October 2021, Mr. Mo powered the Retail Performance team to achieve record results in 2022 by instilling an increased cadence of accountability and increasing trust. In this episode, Stacey and Carl walk through their approach to implementating Mr. Mo; recount the roles each of them played; discuss their healthy and vigorous debates; and review the key milestones that they achieved along the way.  They discuss the impact of measuring three main behaviors (Using 3X Tool, Draw the Room, and conducting a quality Comfort Test) to drive exponential results.   And they discuss how Mr. Mo led to several iterations and improvements of their most critical sales processes.  For instance, they have had seven different iterations of the 3X tool, and v8 is in the process of launching now.  They have retooled the Comfort Test process twice since launching Mr. Mo.  And, they have introduced multiple additions and enhancements to the C4 sales process, such as the Purposeful Reapproach.  The episode delves into how the indoctrination of Mr. Mo led to notable uplifts across the board in their Retail KPIs in 2022, including the following:       - Highest Sales per Guest (SPG) in a single year that the Company had ever had      - Highest Revenue Volume Year      - Highest Conversion Rate      - Highest Average Ticket (by far!)      - Highest Sleep SPG      - Highest Secret Sauce (effective net margin)      - Highest # of Experts Stacey describes how the impact of Mr. Mo helped them overcome a challenging economic year for the retail furniture industry in 2023.  When many other retailers were struggling or suffering through double digit declines, we experienced a record year in every single measurable KPI that we control and impact, except for one, in 2023.  That speaks to the power and impact of Mr. Mo and an established Operating System within a Company or department. Topics and takeaways in this episode include:      - Visionary - Integrator relationship      - Goal-Setting changes in terms of raising the floor of performance instead of shooting for the moon.  Instead of raising the ceiling, raise the floor.      - Burning the Boats      - Offense sells tickets      - Rising tide lifts all boats      - Business Operating System helps you get today done while keeping an eye on the long-term benefit      - Behaviors drive beliefs      - Framework for solving unknown problems when they manifest      - In reference to the October 2023 Cyber Event incident: in times of uncertainty, you need to increase your communication.        - Your leadership either creates confidence or chaos. Their adaptation of Mr. Mo facilitated leadership development and empowered employees, especially during challenges like a major cyber incident in 2023. The ethos of playing the "infinite game" in business, as per Simon Sinek, and fostering collaboration across departments were key themes explored, demonstrating the long-term success of Mr. Mo at Broad River Retail. Stacey and Carl discuss some of the books that they have read along with their Senior Retail Leadership Team that have helped shape their framework by introducing tools from EOS such as "rocks" and the rigorous L10 meeting structure, which has elevated the senior retail leadership team's understansing of the concepts within Mr. Mo.  And these books have helped them them all get on the same page.  These books include the following:  Traction: Get a Grip on Your Business by Gino Wickman: https://www.amazon.com/Traction-Get-Grip-Your-Business/dp/1936661845/    How To Be A Great Boss by Gino Wickman and René Boer: https://www.amazon.com/How-Great-Boss-Gino-Wickman/dp/1942952848/    The Infinite Game by Simon Sinek: https://www.amazon.com/Infinite-Game-Simon-Sinek/dp/073521350X   Watch Episode Two from this series here: https://www.youtube.com/watch?v=yuHenu3l51U   Find the first two episodes on this series here: www.youtube.com/@StoriesFromTheRiver This episode on YouTube: https://youtu.be/ApFNYx_wZJo   We hope you enjoy this episode and subscribe to our podcast for a new story each week.  Visit https://www.storiesfromtheriver.com for more episodes.

In the third episode of the Business Operating Systems series, host Charlie Malouf welcomes back Stacey McCormick and Carl Hillesland to discuss the transformative impact of Mr. Mo, the Retail Performance team's business operating system. Introduced in late October 2021, Mr. Mo powered the Retail Performance team to achieve record results in 2022 by instilling an increased cadence of accountability and increasing trust. In this episode, Stacey and Carl walk through their approach to implementating Mr. Mo; recount the roles each of them played; discuss their healthy and vigorous debates; and review the key milestones that they achieved along the way.  They discuss the impact of measuring three main behaviors (Using 3X Tool, Draw the Room, and conducting a quality Comfort Test) to drive exponential results.   And they discuss how Mr. Mo led to several iterations and improvements of their most critical sales processes.  For instance, they have had seven different iterations of the 3X tool, and v8 is in the process of launching now.  They have retooled the Comfort Test process twice since launching Mr. Mo.  And, they have introduced multiple additions and enhancements to the C4 sales process, such as the Purposeful Reapproach.  The episode delves into how the indoctrination of Mr. Mo led to notable uplifts across the board in their Retail KPIs in 2022, including the following:       - Highest Sales per Guest (SPG) in a single year that the Company had ever had      - Highest Revenue Volume Year      - Highest Conversion Rate      - Highest Average Ticket (by far!)      - Highest Sleep SPG      - Highest Secret Sauce (effective net margin)      - Highest # of Experts Stacey describes how the impact of Mr. Mo helped them overcome a challenging economic year for the retail furniture industry in 2023.  When many other retailers were struggling or suffering through double digit declines, we experienced a record year in every single measurable KPI that we control and impact, except for one, in 2023.  That speaks to the power and impact of Mr. Mo and an established Operating System within a Company or department. Topics and takeaways in this episode include:      - Visionary - Integrator relationship      - Goal-Setting changes in terms of raising the floor of performance instead of shooting for the moon.  Instead of raising the ceiling, raise the floor.      - Burning the Boats      - Offense sells tickets      - Rising tide lifts all boats      - Business Operating System helps you get today done while keeping an eye on the long-term benefit      - Behaviors drive beliefs      - Framework for solving unknown problems when they manifest      - In reference to the October 2023 Cyber Event incident: in times of uncertainty, you need to increase your communication.        - Your leadership either creates confidence or chaos. Their adaptation of Mr. Mo facilitated leadership development and empowered employees, especially during challenges like a major cyber incident in 2023. The ethos of playing the "infinite game" in business, as per Simon Sinek, and fostering collaboration across departments were key themes explored, demonstrating the long-term success of Mr. Mo at Broad River Retail. Stacey and Carl discuss some of the books that they have read along with their Senior Retail Leadership Team that have helped shape their framework by introducing tools from EOS such as "rocks" and the rigorous L10 meeting structure, which has elevated the senior retail leadership team's understansing of the concepts within Mr. Mo.  And these books have helped them them all get on the same page.  These books include the following:  Traction: Get a Grip on Your Business by Gino Wickman: https://www.amazon.com/Traction-Get-Grip-Your-Business/dp/1936661845/    How To Be A Great Boss by Gino Wickman and René Boer: https://www.amazon.com/How-Great-Boss-Gino-Wickman/dp/1942952848/    The Infinite Game by Simon Sinek: https://www.amazon.com/Infinite-Game-Simon-Sinek/dp/073521350X   Watch Episode Two from this series here: https://www.youtube.com/watch?v=yuHenu3l51U   Find the first two episodes on this series here: www.youtube.com/@StoriesFromTheRiver This episode on YouTube: https://youtu.be/ApFNYx_wZJo   We hope you enjoy this episode and subscribe to our podcast for a new story each week.  Visit https://www.storiesfromtheriver.com for more episodes.

Steve Lawson, third-generation developer and Visionary, has worked with Carl Hardee, CEO, president, and Integrator™ at Lawson Companies, for over 20 years.

In last weeks episode, we interviewed Sean Davies and Tom Heiler of Heiler Painting in Philadelphia to hear how they've made their partnership work so well and the lessons learned along the way. In today's episode we're going to focus our discussion with them around how they've implemented the Visionary/Integrator role from the popular EOS system to help their business reach new heights. Need help getting your business off to the right start in 2024? Schedule a free business analysis meeting with us at www.elitebusinessadvisors.com! Find More Episodes on PCA Overdrive: https://www.pcaoverdrive.org/elite-business-advice PCA Overdrive is free for members. Not a member? Download the app on the Apple Store or Google Play and enjoy a 7 day free trial! Become a member: https://www.pcapainted.org/membership-resources/

In last weeks episode, we interviewed Sean Davies and Tom Heiler of Heiler Painting in Philadelphia to hear how they've made their partnership work so well and the lessons learned along the way. In today's episode we're going to focus our discussion with them around how they've implemented the Visionary/Integrator role from the popular EOS system to help their business reach new heights.Need help getting your business off to the right start in 2024? Schedule a free business analysis meeting with us at www.elitebusinessadvisors.com! We currently have 5 spots left at the time of this episode releasing to take advantage of our Best Business Year Yet Special; $300 off your 1st 3 months of working with us. To qualify for one of the remaining spots, you must schedule an analysis meeting with us by January 31st!

John Burns, CEO and Visionary at Exencial Wealth Advisors, and Caleb Dillard, COO and Integrator™, strike Visionary/Integrator™ balance with the help of a simple framework.

Carolyn Nolan, CEO of the Nolan Group, and Jeana-Rae Kendall, COO, discuss the impact of the Visionary-Integrator™ relationship on company culture.

For the third and final episode of the Team Beadon:  Visionary/Integrator series, I had the pleasure of speaking with both CEO, Alex Beadon, and COO, Laura Marston. At the age of 9, something deep in their core brought them together – and their working relationship now is definitely the stuff Visionary/Integrator dreams are made of.They both exude extraordinary gratitude for one another's zone of genius and their shared experience offers the kind of behind-the-scenes wisdom that so many of us business builders can't get enough of. Quick overview of what we cover: Why Laura describes herself as a box, and Alex as a cloudHow Alex came to the realization that her Big Picture Dreaming needs to be respected for the Visionary/CEO WORK that it is Why Laura includes ‘Protector of Alex's Time' as central to her COO roleWhy CEOs need to be careful not to delegate away the business tasks that spark joy and creativityWho each other name as ‘The Boss'What the heck ‘Good Energy Hygiene' is (and why it's key to holding supportive space for each other)Why emotional intelligence development improves their business forecastWhat clients see as Alex's intuitive fluidity within the business is actually due to highly structured operational processes working behind the scenes What “It doesn't have to be perfect to be profitable” looks like from both Visionary + Integrator POVsALL THREE EPISODES IN THE VISIONARY / INTEGRATOR SERIES: Part 1: The Reality Behind Growing Your Business and Team with Alex BeadonPart 2: How a COO Supports a CEO (Finding Your Actual Biz Bestie) with Laura MarstonPart 3: Behind the Scenes of Two Lifelong BFFs Scaling a Business with Alex Beadon + Laura MarstonRESOURCES: Click here to join Adriane's Scalable Foundations MembershipClick here to get on the waitlist for Sustainable Growth LabClick here to work with Adriane and the Soulpreneur AgencyLET'S CONNECT: Follow Soulpreneur: @soulpreneur_coFollow Sustainable Scaling: @sustainablescaling Follow Adriane @adrianegaleaVisit the website: soulpreneur.coCONNECT WITH ALEX & LAURA: Click here for their Launch Expansion Method Training!Follow Alex: @AlexbeadonVisit their website: www.alexbeadon.com- - - - - - - - - - - - - - - -Alex Beadon teaches people how to strategically craft and launch online courses and membership si

Finding a second-in-command to execute the vision of a growing business may well be the most integral part on the path to sustainability.For the second installment of the Visionary/Integrator series, I interviewed an incredible ‘integrator' – COO, Laura Marston. Fair warning – Laura's episode is packed with clutch-your-pearls moments of tenderness. Her insights on what support a CEO actually needs (compared to, say, what they're asking for) are dead-on. For someone who self-proclaims, “I'm back-end, and I prefer it that way,” she absolutely nails what it takes for a CEO to thrive. Quick overview of what we cover: Why every visionary needs an integratorHow Laura transitioned from being Alex's lifelong BFF to the COO of her dreams What someone's CV indicates about their COO potential (even if it never before included the term ‘COO')Why taking on the role of COO in a start-up looks like building the plane while flying itHow Laura defines sustainability from a COO POV – aka – how long Alex's business can run…without AlexWhy Laura's role as COO sometimes makes her the Debbie Downer in the room The ways that Laura chooses to be client-facing, and how that has helped their clients find their ‘own Laura'How to pivot your business' focus…and not lose your business in the processWhy Laura insists that “giving them the space to dream” is a CEO job requirement ALL THREE EPISODES IN THE VISIONARY / INTEGRATOR SERIES: Part 1: The Reality Behind Growing Your Business and Team with Alex BeadonPart 2: How a COO Supports a CEO (Finding Your Actual Biz Bestie) with Laura MarstonPart 3: Behind the Scenes of Two Lifelong BFFs Scaling a Business with Alex Beadon + Laura MarstonRESOURCES: Click here to join Adriane's Scalable Foundations MembershipClick here to get on the waitlist for Sustainable Growth LabClick here to work with Adriane and the Soulpreneur AgencyClick here for Launch Expansion Method Training! Learn how to scale your online course to six, multi-six, or even SEVEN figures with this FREE training!LET'S CONNECT: Follow Soulpreneur: @soulpreneur_coFollow Sustainable Scaling: @sustainablescaling Follow Adriane @adrianegaleaVisit the website: soulpreneur.coCONNECT WITH TEAM BEADON: Follow Alex: @alexbeadonVisit their website: www.alexbeadon.com Laura Marston is Alex Beadon's COO and helps her with all

#1266 Don't miss this Where Are They Now? session because it highlights a very important stage in the entrepreneurial journey. You see, a lot of trial and error is involved in finding a business idea that sticks. My returning guest, Kara Gott Warner, is a perfect example of persistence and niching down to discover the right opportunity! Listen in to hear all about how her business has evolved and how she is now working more closely with her clients than ever! I often talk about the essential dynamic between visionaries and integrators in business. Kara is doing an excellent job putting this concept into practice. When she noticed her clients struggling to find podcast production support, she stepped up to take on the job and restructure her brand around it in a big way. Kara offers a heavy dose of inspiration for anyone still searching for the perfect niche, so tune in and enjoy! Show notes and more at SmartPassiveIncome.com/ap1266.See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Alex Beadon — known to many as the ‘Launch Queen' and formerly as the ‘Instagram Stories Queen' — is also a queen of reinvention. Bursting with Big Ideas and launching businesses like no one's…well, business…this chat is an opportunity to peek behind the curtain and see just how an uber-successful boss lady operates. In the first of a three part ‘Visionary/Integrator Series' Alex shares her key insights for executing successful launches, growing your business sustainably, and leading your team. (With wit and candor, she also explains why sometimes those things happen accidentally, only via patience, and—no matter how wonderful we think they are as people—by way of letting go of those who aren't a good fit, respectively.) A heart-centered leader at her core, Alex also comes from a place of authority in all that she does, and is just one of those people who doles out wisdom in spades.Quick overview of what we cover: It's quite all right to start over…and over…and overSustainable businesses walk like this: create once, update many timesHow to inform future launches from past launches — just as we anticipate seasonal change, each launch offers energy, connection, growth in a new direction. and FUN (yes, really!)Why a strategic launch must build anticipation, buzz, and intrigue — even if you don't know exactly what it is you're launching 'til you get thereWhy terminating employees is especially hard in ‘work family' environments, and how it's also an act of genuine kindnessWhat it's really like to run a business with your lifelong BFFHow building community is the answer to every solopreneurs lonely existence, and why ‘embracing the woo' gets the right people in front of you lickety splitALL THREE EPISODES IN THE VISIONARY / INTEGRATOR SERIES: Part 1: The Reality Behind Growing Your Business and Team with Alex BeadonPart 2: How a COO Supports a CEO (Finding Your Actual Biz Bestie) with Laura MarstonPart 3: Behind the Scenes of Two Lifelong BFFs Scaling a Business with Alex Beadon + Laura MarstonRESOURCES: Click here to join Adriane's Scalable Foundations MembershipClick here to get on the waitlist for Sustainable Growth LabClick here to work with Adriane and the Soulpreneur AgencyClick here for Alex's Launch Expansion Method TrainingLET'S CONNECT: Follow Soulpreneur: @soulpreneur_coFollow Sustainable Scaling: @sustainablescaling Follow Adriane @adrianegaleaVisit the website: soulpreneur.coCONNECT WITH ALEX: Follow Alex:

Today With Debra Scarpa: Welcome to the Window Treatments for Profit podcast. Today on the show we have award-winning designer and marketing professional, Debra Scarpa of Home Designer Marketing. Debra recently joined us on the podcast to discuss common sales objections, and she is back today to share her expertise on the Visionary and Integrator relationship and how it can benefit your business. Visionaries and Integrators are wired differently, and have strengths that complement one another. Visionaries are the "what and why" and Integrators are the "how." This leads to different responsibilities and accountabilities across your business and thus, getting more done!! Pick It Apart [5:15] LuAnn and Debra discuss their roles and how they work with their partners, Vin and Ashley, in their businesses, and how the roles and relationships collaborate for better business  [16:30] Debra explains the role of the visionary [28:20] Debra explains why she gives Ashley, her employee and integrator, 51% of the voting power in business decisions [33:37] Debra defines role of integrator [38:50] LuAnn and Debra discuss healthy tensions and the baselines for the visionary and integrator relationship to function properly [45:52] Debra discusses how working with an integrator can benefit a visionary entrepreneur, and gives some tips to hiring the right person LuAnn Nigara and Debra Scarpa's Ah-Ha Moments “You don't have to be good at everything, and you shouldn't be good at everything. And you should bring team members on that are opposite from you.” – Debra Scarpa “There's no growth without risk taking—there's no expansion, there's no new ways of looking at things. And so, too much risk or risk that you can't sleep with at night—not healthy. But a little bit of risk is what everybody needs.” – LuAnn Nigara “It's a great service to your business when you spend time recognizing and understanding what your superpowers are and where your gaps are…When you identify your gaps and you can hire for those gaps—that's when the magic happens.” – LuAnn Nigara  “Stay in your superpower.” – Debra Scarpa More About Debra Scarpa: Debra Scarpa is an award-winning designer and owner of Home Designer Marketing with over 30 years in the marketing industry. Home Designer Marketing helps interior designers transform their brands to get found online, win their dream clients, & work smarter by streamlining their processes. Our team guides your business to success with custom branding, logos, websites, local SEO, social media, email marketing, and improved processes. The Power of a Visionary & Integrator Relationship Are you constantly bursting with new ideas but struggle to choose a clear path or stay focused? As a home design business owner, you're probably a Visionary. You wake up with 20 new ideas, meanwhile, you've already got a million other things on your plate so it's near impossible to implement anything new. Why is this? To put it simply, it's just how you're wired. What you need is someone entirely opposite of you on your team - remember, opposites attract! This person is called an Integrator. Visionaries and Integrators are wired completely different and have strengths that complement one another. Visionaries are the "what and why" and Integrators are the "how." This leads to different responsibilities and accountabilities across your business and thus, getting more done!! Listen to this podcast if you'd like to learn more about the Visionary Integrator relationship and if it will benefit your business. Connect with Debra Scarpa Website  Sign up for a Free Brand, Website, & SEO Audit Instagram  Facebook What's new with LuAnn Nigara luannuniversity.com http://www.luannnigara.com/cob Get The Goodies! For checklists, resources, and extra goodies from A Well-Designed Business sign up for free here. To Get on LuAnn's Email List, text the word designbiz to 444999! Purchase LuAnn's Books Here: Book 1: The Making of A Well – Designed Business: Turn Inspiration into Action Audiobook: The Making of A Well – Designed Business: Turn Inspiration into Action Book 2: A Well-Designed Business – The Power Talk Friday Experts Pre-Order Book 3: A Well-Designed Business – The Power Talk Friday Experts Volume 2 Connect with LuAnn Nigara LuAnn's Website LuAnn's Blog Power Talk Friday Like Us: Facebook | Tweet Us: Twitter | Follow Us: Instagram | Listen Here: Podcast Other Shows Mentioned: #93: Debra Scarpa: How to Handle Common Sales Objections A Well-Designed Business: #492: Laura Umansky: Leadership is the Secret Sauce of Success #564: Vicky Serany, Southern Studio: Thriving Despite Covid-19 #824: Kaitlyn Wolfe: Rapidly Scaling a Successful Design-Build Business  #233: Design Biz Live – Do this Self-Assessment of Your Skills  #799: Power Talk Friday: Jamie Van Cuyk: What You Need to Consider When Making Your Next Hire Other Resources Mentioned: Brand, Website, & SEO Audit:  https://www.homedesignermarketing.com/audit Rocket Fuel Assessment:  https://rocketfueluniversity.com/assessments/ Kolbe Assessment: https://www.kolbe.com/kolbe-a-index/ Window Works skill-set assessment: https://windowworks-nj.com/designbiz2/ Exciting Windows! Eileen Hahn Behind the Design  

This relationship is an integral part of the organization's success. This episode is Part 2 of a 2-part conversation with Mark C. Winters, co-author of Rocket Fuel and the foremost expert and Visionary/Integrator relationship. If you haven't listened to part 1 of this episode, go do that now. In part 1 of this 2-part conversation, Mark and I focused on the dynamics between a Visionary and an Integrator. What wasn't shared in that episode is that great Integrators are RARE. Mark and his team at Rocket Fuel University™ discovered there are 4 Visionaries for every 1 Integrator. This means really good Integrators are hard to find…and even harder to keep. If you want to learn where to look for your integrator, and more importantly, the principles for keeping them happy and effective, watch this video. Episode Highlights: -Where to find great Integrators both inside and outside your organization -The necessary 3 part process for successfully onboarding an integrator so they quickly earn team respect and don't burn out -5 Rules to follow to ensure a long-term relationship thrives between the Visionary and the Integrator -The way to maintain equality in the relationship even when it's not equal ownership -The difference between Visionaries and “Idea People” and how the latter is not actually very beneficial to a company -What happens when either the Visionary or the Integrator outgrows the role? How do you responsibly exit the relationship Watch the episode on PCA Overdrive PCA Overdrive is free for members. Not a member? Try our 7-day free trial. Download the app on the Apple Store or Google Play. Become a PCA member

This relationship is an integral part of the organization's success. The Visionary/Integrator relationship is one I hear a lot of business owners wrestling with. Here is why - A lot of you likely fall on the visionary end of the spectrum. You have a head full of ideas and a heart full of passion. You took the entrepreneurial leap and gave birth to what would become the business you own and lead today. You saw opportunities where others didn't and you have a natural ability to see what you COULD build. But here's the thing. Visionaries can wreck companies. It's possible to have too much vision and too many ideas. A Visionary can easily rip their team in a million directions or load them down with an unreasonable number of projects. Visionaries are also typically pretty terrible with holding accountability. And your business pays for that. The answer is to find an integrator. But Just because you find an integrator, doesn't mean your business will thrive. The Visionary/Integrator relationship is like a marriage. And just like a marriage needs frameworks, habits, and methods of communication that will set it up for a shot at long-term success, so does the relationship between a visionary and an integrator. Click the links below to hear from Mark Winters, the co-author of Rocket Fuel: The One Essential Combination That Will Get You More of What You Want from Your Business. Mark shares the frameworks you'll need to set up to successfully navigate the waters of one of the business's most powerful relationships. Episode Highlights: - The visionary/integrator dynamic and why it can lead to friction or harmony depending on the relationship - The character traits of the visionary and the integrator and why you typically won't be both - Why does not everyone wants to be the visionary, and why the integrator role is so important - The benefits to a business that has both roles as opposed to a business that only has one or the other leading the team - The amount of Visionary 'Juice' that a business needs and why a business will die when they have too much vision - 4 ‘Readiness Signs' a visionary be aware of that will tell them it's time to go and find an integrator Watch the episode on PCA Overdrive PCA Overdrive is free for members. Not a member? Try our 7-day free trial. Download the app on the Apple Store or Google Play. Become a PCA member

To apply for Breakthrough Academy click here: https://trybta.com/PCEP84 To assess where you lay on the visionary/integrator spectrum, click here: https://rocketfueluniversity.com/assessments/ This episode is Part 2 of a 2 part conversation with Mark C. Winters,  co-author of Rocket Fuel and the foremost expert and Visionary/Integrator relationship.  If you haven't listened to part 1 of this episode, go do that now. In part 1 of this 2 part conversation Mark and I focused on the dynamics between a Visionary and an Integrator. What wasn't shared in that episode is that great Integrators are RARE. Mark and his team at Rocket Fuel University™ discovered there are 4 Visionaries for every 1 Integrator. Which means really good Integrators are hard to find…and even harder to keep. If you want to learn where to look for your integrator, and more importantly, the principles for keeping them happy and effective, listen to this podcast. Episode Highlights: Where to find great Integrators both inside and outside your organization The necessary 3 part process for successfully onboarding an integrator so they quickly earn team respect and don't burn out. 5 Rules to follow to ensure a long term relationship thrives between the Visionary and the Integrator The way to maintain equality in the relationship even when it's not equal ownership The difference between Visionaries and “Idea People” and how the latter is not actually very beneficial to a company What happens when either the Visionary or the Integrator outgrow the role? How do you responsibly exit the relationship See omnystudio.com/listener for privacy information.

To apply for Breakthrough Academy click here: https://trybta.com/PCEP84 To assess where you lay on the visionary/integrator spectrum, click here: https://rocketfueluniversity.com/assessments/ This episode is Part 2 of a 2 part conversation with Mark C. Winters,  co-author of Rocket Fuel and the foremost expert and Visionary/Integrator relationship.  If you haven't listened to part 1 of this episode, go do that now. In part 1 of this 2 part conversation Mark and I focused on the dynamics between a Visionary and an Integrator. What wasn't shared in that episode is that great Integrators are RARE. Mark and his team at Rocket Fuel University™ discovered there are 4 Visionaries for every 1 Integrator. Which means really good Integrators are hard to find…and even harder to keep. If you want to learn where to look for your integrator, and more importantly, the principles for keeping them happy and effective, listen to this podcast. Episode Highlights: Where to find great Integrators both inside and outside your organization The necessary 3 part process for successfully onboarding an integrator so they quickly earn team respect and don't burn out. 5 Rules to follow to ensure a long term relationship thrives between the Visionary and the Integrator The way to maintain equality in the relationship even when it's not equal ownership The difference between Visionaries and “Idea People” and how the latter is not actually very beneficial to a company What happens when either the Visionary or the Integrator outgrow the role? How do you responsibly exit the relationship See omnystudio.com/listener for privacy information.

To apply to Breakthrough Academy click here: https://trybta.com/PCEP83 To assess where you lay on the visionary/integrator spectrum, click here: https://rocketfueluniversity.com/assessments/ The Visionary/Integrator relationship is one I hear a lot of business owners wrestling with.   Here is why - A lot of you likely fall on the visionary end of the spectrum. You have a head full of ideas and a heart full of passion. You took the entrepreneurial leap and gave birth to what would become the business you own and lead today. You saw opportunities where others didn't and you have a natural ability to see what you COULD build. But here's the thing. Visionaries can wreck companies.  It's possible to have too much vision, too many ideas. A Visionary can easily rip their team in a million directions or load them down with an unreasonable number of projects. Visionaries are also typically pretty terrible with holding accountability. And your business pays for that. The answer is to find an integrator.  BUT Just because you find an integrator, doesn't mean your business will thrive. The Visionary/Integrator relationship is like a marriage.  And just like a marriage needs frameworks, habits, and methods of communication that will set it up for a shot at long term success, so does the relationship between a visionary and an integrator. Listen to this episode to hear from Mark Winters, the co-author of Rocket Fuel: The One Essential Combination That Will Get You More of What You Want from Your Business Mark shares the frameworks you'll need to set up to successfully navigate the waters of one of businesses most powerful relationships. Episode Highlights: The visionary/integrator dynamic and why it can lead to friction or harmony depending on the relationship The character traits of the visionary and the integrator and why you typically won't be both Why not everyone wants to be the visionary, and why the integrator role is so important The benefits to a business that has both roles as opposed to business that only has one or the other leading the team The amount of Visionary 'Juice' that a business needs and why a businesses will die when the have too much vision 4 ‘Readiness Signs' a visionary be aware of  that will tell them it's time to go and find an integrator See omnystudio.com/listener for privacy information.

To apply to Breakthrough Academy click here: https://trybta.com/PCEP83 To assess where you lay on the visionary/integrator spectrum, click here: https://rocketfueluniversity.com/assessments/ The Visionary/Integrator relationship is one I hear a lot of business owners wrestling with.   Here is why - A lot of you likely fall on the visionary end of the spectrum. You have a head full of ideas and a heart full of passion. You took the entrepreneurial leap and gave birth to what would become the business you own and lead today. You saw opportunities where others didn't and you have a natural ability to see what you COULD build. But here's the thing. Visionaries can wreck companies.  It's possible to have too much vision, too many ideas. A Visionary can easily rip their team in a million directions or load them down with an unreasonable number of projects. Visionaries are also typically pretty terrible with holding accountability. And your business pays for that. The answer is to find an integrator.  BUT Just because you find an integrator, doesn't mean your business will thrive. The Visionary/Integrator relationship is like a marriage.  And just like a marriage needs frameworks, habits, and methods of communication that will set it up for a shot at long term success, so does the relationship between a visionary and an integrator. Listen to this episode to hear from Mark Winters, the co-author of Rocket Fuel: The One Essential Combination That Will Get You More of What You Want from Your Business Mark shares the frameworks you'll need to set up to successfully navigate the waters of one of businesses most powerful relationships. Episode Highlights: The visionary/integrator dynamic and why it can lead to friction or harmony depending on the relationship The character traits of the visionary and the integrator and why you typically won't be both Why not everyone wants to be the visionary, and why the integrator role is so important The benefits to a business that has both roles as opposed to business that only has one or the other leading the team The amount of Visionary 'Juice' that a business needs and why a businesses will die when the have too much vision 4 ‘Readiness Signs' a visionary be aware of  that will tell them it's time to go and find an integrator See omnystudio.com/listener for privacy information.

Chad Holt, VP of Sales and Operations, and Matthew Strong, President, of C1S Group Inc. discuss how an integrator improves business and personal lives.

This is part 2 of our fantastic interview about SCALING your SMALL BUSINESS! Today we're talking to Susan Goebel of Scaling Management Consulting Group Inc! We're diving head first into business growth and specifically how to scale it. When do you NEED a COO? What is a COO? What comes after that? Join us today to get all of your growth questions answered! Scaling Management Consulting Group Inc www.scalingresources.com https://www.youtube.com/c/ScalingForSuccess Why you need to hire a COO and when to do it: https://youtu.be/EyyFsUew2v0 What is the role of a COO: https://youtu.be/-0Dot-q9Cao What is the role of a Director of Operations: https://youtu.be/RBzJWetP6B8 The difference between a COO, Operations Manager and Business Manager: https://youtu.be/Xe2Ead1yxbc The 1 Thing Rocket Fuel doesn't tell you about finding your Visionary/Integrator match: https://youtu.be/e3v22nJL_ag Simple Monthly KPIs to Track: https://youtu.be/fTxayPRUZ5Q A bonus welcome for your YOU with lesson's on Quarterly Planning and the Cost of Mis-Hire and a few others: www.scalingresources.com/welcome 00:00 - Tips for working with people in different generations? 10:00 - What do you charge your clients? What is your business model? 15:00 - How do you source employees (COO's) for your business? 26:00 - What is your entry level tier for clients? 33:00 - How do you know you have an “A” Team? 36:35 - Is there a benefit to scaling during a recession? 43:30 - What does operating cash flow mean? 45:55 - How often do you have to check egos? 51:00 - Closing thoughts ------------ Quickly- I'm Scott Groves - Husband, Father, Loan Officer, Coach, Author, Podcaster, and Recent Blue Belt in Brazilian Jiu-Jitsu. This podcast is paid for and brought to you by.... by me, Scott Groves :-) Because I think these kind of long form conversations are valuable, I pay for 100% of the production of this show out of my pocket. This channel is FAR from monetization and because of the subject matter, may never be monetized. I am a Mortgage Loan Officer & Loan Officer Coach in real life. It's the money that I earn, from helping home-buyers and home-owners obtain home-loans, that pays for this show. If you, your friends, or your family are looking for a home loan from an honest Loan Officer, please contact me at Scott@ScottGrovesTeam.com I can do the loan for you (our team is licensed in 8 states) - OR - I can refer you to an amazing loan officer in the state where you're searching. ON WITH THE SHOW!!! New Full Episodes are released every THURSDAY at 10:00am and clips are released frequently throughout the week. SO MAKE SURE YOU SUBSCRIBE!!!

Today we're talking to Susan Goebel of Scaling Management Consulting Group Inc! We're diving head first into business growth and specifically how to scale it. When do you NEED a COO? What is a COO? What comes after that? Join us today to get all of your growth questions answered! Scaling Management Consulting Group Inc www.scalingresources.com https://www.youtube.com/c/ScalingForSuccess Why you need to hire a COO and when to do it: https://youtu.be/EyyFsUew2v0 What is the role of a COO: https://youtu.be/-0Dot-q9Cao What is the role of a Director of Operations: https://youtu.be/RBzJWetP6B8 The difference between a COO, Operations Manager and Business Manager: https://youtu.be/Xe2Ead1yxbc The 1 Thing Rocket Fuel doesn't tell you about finding your Visionary/Integrator match: https://youtu.be/e3v22nJL_ag Simple Monthly KPIs to Track: https://youtu.be/fTxayPRUZ5Q A bonus welcome for your YOU with lesson's on Quarterly Planning and the Cost of Mis-Hire and a few others: www.scalingresources.com/welcome Today we're talking to Susan Goebel of Scaling Management Consulting Group Inc! We're diving head first into business growth and specifically how to scale it. When do you NEED a COO? What is a COO? What comes after that? Join us today to get all of your growth questions answered! Scaling Management Consulting Group Inc www.scalingresources.com https://www.youtube.com/c/ScalingForSuccess Why you need to hire a COO and when to do it: https://youtu.be/EyyFsUew2v0 What is the role of a COO: https://youtu.be/-0Dot-q9Cao What is the role of a Director of Operations: https://youtu.be/RBzJWetP6B8 The difference between a COO, Operations Manager and Business Manager: https://youtu.be/Xe2Ead1yxbc The 1 Thing Rocket Fuel doesn't tell you about finding your Visionary/Integrator match: https://youtu.be/e3v22nJL_ag Simple Monthly KPIs to Track: https://youtu.be/fTxayPRUZ5Q A bonus welcome for your YOU with lesson's on Quarterly Planning and the Cost of Mis-Hire and a few others: www.scalingresources.com/welcome 0:00 - Introduction 1:48 - What's happening in Susans world? 5:00 - Learning about generational shifts in business 11:00 - The crucial step when you hit $200k in business 19:00 - Did Scott plan his coaching company correctly? 24:40 - How do you know when you need a COO, scale business? 32:00 - Are we hitting the sweet spot? 35:00 - Who is the visionary, and who is the integrator? 44:00 - Nickel And Dimed to $1k - $5k'ed 53:00 - Fixing things that don't work ------------ Quickly- I'm Scott Groves - Husband, Father, Loan Officer, Coach, Author, Podcaster, and Recent Blue Belt in Brazilian Jiu-Jitsu. This podcast is paid for and brought to you by.... by me, Scott Groves :-) Because I think these kind of long form conversations are valuable, I pay for 100% of the production of this show out of my pocket. This channel is FAR from monetization and because of the subject matter, may never be monetized. I am a Mortgage Loan Officer & Loan Officer Coach in real life. It's the money that I earn, from helping home-buyers and home-owners obtain home-loans, that pays for this show. If you, your friends, or your family are looking for a home loan from an honest Loan Officer, please contact me at Scott@ScottGrovesTeam.com

Andy Atkins and Sue Straw of 730 Eddy Studios share the value Same Page Meetings™ bring to their business and their Visionary/Integrator™ relationship.

Pat Gillespie and Rachel Michaud of Gillespie Group dig into how they found freedom to thrive as a Visionary/Integrator™ team.

This week's Misfit Entrepreneur is Casey Cavell. Casey is a serial entrepreneur that started his first business at 21 and then went on to start, buy, or invest in over two dozen businesses over the last 15 years, worth over $17 million. Because of his success and selling some of his businesses, he followed his passion to help other entrepreneurs by creating Legacy 4:12 an entrepreneurial team of advisors, mentors, investors, and experts who are called to serve the growth-minded entrepreneur. If that is not enough, Casey has been an investor, advisor, and influential figure in the NFT community, assisting project founders and community leaders. Casey is a member of the Bored Ape Yacht Club, VeeFriends, Gutter Cat Gang, and several other high-profile NFT communities. This is one of those interviews where we can cover the whole realm of the entrepreneur spectrum and I look forward to doing just that. www.Legacy412.com (Free workshop) Casey grew up with an entrepreneur father seeing the freedom that his dada had. But, he also saw the ups and downs. He knew he could learn from his dad's experience, so he studied them and got the entrepreneur bug. Casey went to college to play baseball, but got hurt and decided to play and compete in Texas Hold'Em. He studied the game and starting out lost his money. But, realized that the game is really about longevity and the longer you can stay in, the easier it is to win. You are not playing against the casino, you are playing against other players, so your odds are better. It's the same in business. If you develop a good strategy and surround yourself with the right people, you can succeed. He went to do very well playing Hold'Em and became the youngest player in the World Series of Poker. But he realized he didn't want to work for money – he wanted his money to work for him. So, he started investing in businesses. As Casey says, he is a “turnaround guy.” He takes businesses that need to improve their systems and processes and works with them. He did that heavily for about a 10 year period and in 2011, he was able to exit one of his businesses and follow a passion to own a sport business. He bought a franchise called DBat in Atlanta, Ga. He did it buy simplifying the business model, taking care of his customers and taking care of his employees. But he got burned out. He was doing everything and needed to remove himself from the day to day. It was at this time that he learned about the EOS Model and found an integrator to partner and help him run the business. This allowed them really scale and spend less time in the business. At the 7:30 mark, we talk about the EOS model and the importance of the Visionary/Integrator duo. How were you able to start, buy, build and run 20 businesses over 15 years? He learned from others. He knew what he wanted and found others that had it asking them how to they did and putting the information into action. He is gifted at simplifying a business and used that to his advantage. He paid people for advice as well. Any type of business that you gravitate to more than others? He did really good with his baseball and softball academies because he took what was complex and simplified them. Find out what you are the best at and how it relates to making money. The businesses he works with a hypergrowth minded. They want to be the best at what they do. They have a business model built, but they need help in optimizing it and Casey brings that expertise. How do you find your businesses that you buy or invest in? Find those that access to the people you are looking for and network with them. Casey uses an example of someone who wanted to buy a plumbing business and was talking to individual plumbing companies. Casey advised them to go to the head of local trade group/association for plumbers and talk to them letting them know that they are looking to buy. Once you have invested in or bought a business, besides the EOS framework, are there any other processes or systems you have found that are important to implement? EOS gives you about 30% of what you need. The foundation. Is very important to build a great culture. There is a company out there called Giant Worldwide that does a lot of culture building activities and Casey has taken some things from them like the 5 Voices. He also uses Kolbe assessments. Businesses are about people. And the better you understand yourself and who you are, the better you are going to be to understand others and relate and communicate. Get a coach that mentors you to be a better you. What is the reason most businesses fail? They run out of money, or they burn out and give up. Sometimes people are not ready and try to do it on their own. The pros have coaches. Everyone needs somebody to help them in becoming better. Thoughts on the long game? People are either spending their time working on things that they are good at, but don't like doing of like doing but not good at. The key to succeed as an entrepreneur is to get out of doings you don't like, even if you are good at it. If you don't you will burn out. 70/30 is the balance. 70% of your time doing the things you are good at and like doing. 30% on what you don't like. At some point you will need to hire the complementary person. Building a team is one of the most important things you can do. Talk to us about what we should know? A lot of entrepreneurs put the keys to a business in the hands of those that are not ready to drive it. Think about if you had a million-dollar business…now imagine, it is a million dollar car. Would you hand the keys to a new driver and let them take it? No. You would want someone with proven experience. If they don't have the experience, they don't know and can be reckless, etc. Hire people with different skills set s that compliment yours. EOS has 2 key roles, the Visionary and the Integrator. The visionary dreams big and set the big milestones. The integrator builds the systems to help them get there and keeps things on track. Which one are you? You want people thinking as owners or that have some bit of ownership at least at your leadership level, but preferably all levels. Step by step process to position a business to stand out? Get your niche that you will be the best in the world at. Simplify that offering to be able to deliver and scale. Simple scales, complex fails. Know you target market. Who are you serving? Don't go wide, go deep. How does a business create the unique offer that gets people in the door? Who do you help? Do what? So, that what? If you can answer those questions and dial them in, you will find the offer presents itself. How does an entrepreneur remove themselves from a business? Every quarter write 2-3 things you are currently that you do not want to by the end of the quarter. Then look at who in the business it makes more sense for them to do or outsource to. Or does a hire need to be made and needs done to put the hire in place. Look at things in terms of your time and money. What are you worth per hour and can you deploy yourself to focus more on the highest price per hour duties. If so, taking the lower cost duties off your plate and giving to someone else so you can focus will generate the revenue to easily pay for giving up the other duties. What other lessons can share from your entrepreneur journey? Learn to hire well and put in a good process. People are your biggest asset. Make sure your roles and responsibilities are clear. Track your data. Have KPIs that help track your performance to your goals that are tracked weekly. What surprised you the most on your journey to this point? Casey has made a lot good decisions and a lot of poor decisions. There are a lot of woulda, coulda, shoulda's, in life. It's ok. You are where you are in life because that is where you are supposed to be. Take to self-reflect and learn. ​ What is your best advice for entrepreneurs just starting out? Ask those that have succeeded what they have done. How did you do it? Then learn and put that into action for yourself.   Best Quote: People are either spending their time working on things that they are good at, but don't like doing, or like doing but not good at. The key to succeed as an entrepreneur is to get out of doings you don't like, even if you are good at it. If you don't you will burn out.   Casey's Misfit 3: Have a written vision for your life. Share it with others. Have a written vision for your family. Share it with your family. Have a written vision for your business. Share it with business partners and team members.   Show Sponsors Ecom Automation Gurus (15% Discount on all services) www.EcomAutomationGurus.com Check out Silver Mountain Resources as a potential Silver investment play. (Check with your financial advisor first) www.AGMR.ca  

Angelica Valdivia and José Villeda of JLV Construction share how their Visionary/Integrator™ roles have taught them to dream big and stress less.

Growing your business is a challenge when you don't know who plays what role in running it.On this episode of the Garlic Marketing Show, Casey Cavell, the Founder of Kingdom House Social and Legacy 4:12, reveals how you can organize your business and your role in your business to maximize your business' growth.What You'll Learn:The SMART MethodHow to plan your TimelineThe Difference between Integrator and VisionaryHow to be a good integrator/visionaryFinding your MarketConnect with Casey:Find Casey on LinkedInFind Casey on FacebookFollow Casey on TwitterWork with Casey and His Team!Visit Casey's WebsiteResources:Connect with IanSupercharge your marketing and grow your business with video case stories today!Book a Discovery Call Today with Our ExpertsSubscribe to the YouTube Channel Our GDPR privacy policy was updated on August 8, 2022. Visit acast.com/privacy for more information.

Robert Fleming and Tricia Schleicher of Magnolia Pancake Haus outline their strategy for cultivating a successful father-daughter led business.

Houston Goodwin and Kristie Kinley from 97 Display get real on what Visionaries and Integrators™ should know about building a successful relationship.

Are you ready to take your entrepreneurial business to the next level but feel uncertain about what the next step is? Well, you're in the right place. Cementing the Visionary and Integrator™ roles within your business is the key to building that momentum necessary for growth and success.  Today's guest deeply understands the need for specific roles within a company. His insight into building the perfect Visionary/Integrator™ partnership is outlined in clear steps to help you begin taking action. Gino Wickman is an author, speaker, teacher, entrepreneur, creator, and founder of EOS Worldwide and creator of Entrepreneurial Leap.

Join us for an up-close conversation about the tensions between powerful V/I Combos with Jonathan D. Reynolds (Titus) and Casey Cavell (Legacy 4:12) . They cover how to balance the optimism and realism in your duo and working with tensions, conflicts, and unmet expectations. Visit http://titustalent.com and https://legacy412.com/ for more info!

Mark talks with Casey Cavell, an entrepreneur who helps other entrepreneurs with his amazing experience and his strong faith in God.After a business he founded was acquired, Casey became passionate about helping others achieve the same level of success.He created Legacy 4:12, an entrepreneurial team of advisors, mentors, investors, and experts who are called to serve the growth-minded entrepreneur.Casey is also the founder of Kingdom House, an incubator equipping Mission-Driven Organizations to use NFTs and Web3 so they can reach more people and have a bigger impact.Casey has been an investor, advisor, and influential figure in the NFT community, assisting project founders and community leaders. Casey is a member of the Bored Ape Yacht Club, VeeFriends, Gutter Cat Gang, and several other high-profile NFT communities.Casey is a former college player and coach, and in 2015, he founded Turn2 Ministries, which “leads baseball players and coaches in a growing relationship with Jesus Christ.”Casey and his wife, Konny, and daughter Payton, are proud residents of Atlanta, GA.3:20 - The dynamic between Roy and Walt Disney16:50 - An Integrator and Visionary need to have mutual respect and keep conflicts with each other from their team24:45 - Sometimes as Visionaries, we put the wrong people into seats of the business33:35 - Visionaries like to pivot, Integrators have 90 day plans40:10 - Visionaries are often the problem, but also the solution….they need to own the decisions they've made in the past “If you are truly inspired to make a difference in the world, I would be honored to get to know you. Whether your passion is entrepreneurship or ministry, my goal is to align people and resources to impact the world and leave a legacy.”GET IN TOUCH:https://www.linkedin.com/in/caseycavell/www.caseycavell.comMARK LEARY:www.linkedin.com/in/markhlearywww.leary.ccProduction credit:Engineering / Post-Production: Jim McCarthyArt / Design: Immanuel Ahiable

Are you a visionary or an integrator in your business? A visionary is a person who holds a big dream in the business. The integrator is the person behind creating all the systems in the business. I have been so blessed to have a great integrator. Pete and I started the business together. I am the guy behind the ideas and figuring out sales and marketing. On the other hand, Pete is the systems kind of person. He makes sure everything flows. In this episode, I will share the differences between an integrator and a visionary, how to have a fantastic business relationship with your partner, and what you can do if you are running a one-person show and need either an integrator or a visionary. Also, I will recommend two amazing books that you should all learn to understand the role of integrator and visionary better. Listen and learn. Key Talking Points of the Episode: [00:46] My partnership with Pete [02:53] The role of an integrator in business [03:49] How to succeed in partnerships [06:28] How we do the visionary integrator in our business [07:28] Is the CEO the visionary or the integrator? [08:02] The integrators role [14:05] Getting an integrator when you are a one-man show Quotes from the Episode: “The integrator is the person that take chaos and turn it into control.” “If you have a business partner, you've got to make sure you stay in your lane.” “The visionary is the one who creates culture. They create client relationships. They look at the big picture. They have ideas all the time that they bring to the team.” “The challenge with an integrator is they would go out of business because they would have no inbound business.” “If you cannot figure out how to monetize your business, meaning marketing and sales, you're going out of business.” Resources Mentioned in the Episode: Traction- Gino Wickman Rocket Fuel- Gino Wickman

Rocket Fuel Chapters 4 - 7 Five Rules AutoLeap: https://bit.ly/3n5qW2M (https://bit.ly/3n5qW2M) Rocket Fuel Assessment: https://bit.ly/32lNxRr (https://bit.ly/32lNxRr) Rocket Fuel University: https://bit.ly/3GSEt5w (https://bit.ly/3GSEt5w) Free Copy of Ultimate Guide to Auto Repair Shop Marketing: https://bit.ly/3g9eHhV (https://bit.ly/3g9eHhV) A collection of episodes on the Entrepreneur Operating System (EOS); the overall components of Rocket Fuel. From the Remarkable Results Radio Podcast. https://bit.ly/3ISwXbq (https://bit.ly/3ISwXbq) CHAPTER 4: THE ACCOUNTABILITY CHART The Accountability Chart is a supercharged organizational chart that forces you to be intentionally proactive about your structure, rather than reactively adapting a structure to fit your current people. CHAPTER 5: THE 5 RULES You need absolute core alignment in your Visionary/Integrator relationship to harness the power of the unique combination. RULE #1: Stay on the Same Page. This is accomplished through the Same Page Meeting. RULE #2: No End Runs. It's essential for the Visionary or the Integrator to not impede the effectiveness of the other. RULE #3: The Integrator is the Tie Breaker. The basic rule of thumb is that the Sales Leader owns decisions on Sales issues, the Operations Leader owns Operations issues, and so on. RULE #4: You Are an Employee When Working “in” the Business. If you are a Visionary or an Integrator and also an Owner, you must recognize that your role as an “Owner” is very different from your role as an “Employee.” RULE #5: Maintain Mutual Respect. As a dynamic Visionary/Integrator duo, you must truly respect each other. CHAPTER 6: FINDING EACH OTHER Choosing an Integrator entails hard work and takes time. Before you begin this important search process, you must make sure you are ready to commit. Coach Chris Cotton AutoFix-Auto Shop Coaching Visit Auto Shop Coaching website https://autoshopcoaching.com/ (HERE). 940-400-1008 Email Chris: chris@autofixsos.com

Rocket Fuel Chapters 4 - 7 Five Rules AutoLeap: https://bit.ly/3n5qW2M (https://bit.ly/3n5qW2M) Rocket Fuel Assessment: https://bit.ly/32lNxRr (https://bit.ly/32lNxRr) Rocket Fuel University: https://bit.ly/3GSEt5w (https://bit.ly/3GSEt5w) Free Copy of Ultimate Guide to Auto Repair Shop Marketing: https://bit.ly/3GKVDC9 (https://bit.ly/3GKVDC9) A collection of episodes on the Entrepreneur Operating System (EOS); the overall components of Rocket Fuel. From the Remarkable Results Radio Podcast. https://bit.ly/3HgyPKS (https://bit.ly/3HgyPKS) CHAPTER 4: THE ACCOUNTABILITY CHART The Accountability Chart is a supercharged organizational chart that forces you to be intentionally proactive about your structure, rather than reactively adapting a structure to fit your current people. CHAPTER 5: THE 5 RULES You need absolute core alignment in your Visionary/Integrator relationship to harness the power of the unique combination. RULE #1: Stay on the Same Page. This is accomplished through the Same Page Meeting. RULE #2: No End Runs. It's essential for the Visionary or the Integrator to not impede the effectiveness of the other. RULE #3: The Integrator is the Tie Breaker. The basic rule of thumb is that the Sales Leader owns decisions on Sales issues, the Operations Leader owns Operations issues, and so on. RULE #4: You Are an Employee When Working “in” the Business. If you are a Visionary or an Integrator and also an Owner, you must recognize that your role as an “Owner” is very different from your role as an “Employee.” RULE #5: Maintain Mutual Respect. As a dynamic Visionary/Integrator duo, you must truly respect each other. CHAPTER 6: FINDING EACH OTHER Choosing an Integrator entails hard work and takes time. Before you begin this important search process, you must make sure you are ready to commit. Coach Chris Cotton AutoFix-Auto Shop Coaching Visit Auto Shop Coaching website https://autoshopcoaching.com/ (HERE). 940-400-1008 Email Chris: chris@autofixsos.com

Mark Chasan is a whole-systems visionary integrator and regenerative practitioner with a track record as 1) a lawyer with over 30-years of experience in corporate, finance, business, media, technology and renewable energy (Managing Director of Exemplar Law), 2) an Internet entrepreneur & innovator with a public exit (Founder & CEO of Emusic); 3) a Fortune 25 executive (Leader of IBM's Digital Media Consulting Practice); 4) a renewable energy structured finance executive (VP of Business Development and General Counsel for Clean Fund); and 5) a financial advisor who has participated in over $400 million of financial transactions. Through his current work as Managing Director of Exemplar, CEO of AWE Global, Inc. (“AWE”) and CEO of Transformative, Inc., Mark is devoted to his mission to advance the “Regenerative Economy” – an economy devoted ecosystemic thriving for people and planet . Exemplar is a professional knowledge firm that holistically integrates the practices of Law, Tax/CPA, Investment Banking (FINRA-Member Broker-Dealer), Business Strategy and International Structure. As a Public Benefit Corporation and the first fixed price (non- hourly) firm, Exemplar serves revolutionaries, game-changers and eco-social entrepreneurs to help them accelerate and exponentiate their success. AWE's mission is to create an Abundant, Well & Empowered world that fosters ecosystemic thriving through the development of regenerative communities and robust local living economies, as well as immersive programs that promote optimal wellness, individual and organizational empowerment, and evolved consciousness. Transformative helps socially & ecologically conscious entrepreneurs and businesses get the resources they need to succeed, including financing, team-building, marketing, sales, technology and capital assets.

One of the defining characteristics of the Visionary's and the Integrator's roles is courage. It takes courage to bring a dream into reality, and it takes courage to create a process that creates change for every person in an organization. When the Visionary-Integrator relationship is strong, it feels like the sky's the limit. In this episode, I interview Kyle Mealy, Partner Relationship Manager at Rocket Clicks, about his time as Visionary, Integrator, and supporter of both roles. Kyle talked with me about: -Traits the Visionary and Integrator have in common -Who has the harder role, Visionary or Integrator -3 critical first steps to seamless EOS introductionKyle Mealy can be found on LinkedIn here: https://www.linkedin.com/in/kyle-mealy/ Do you have ideas for or feedback about this show? Email your host Bill Reed at bill@sweetfishmedia.com. Be sure to hear every conversation about innovative COO strategies at Apple Podcasts, Spotify, and our website. Listening on a desktop & can't see the links? Just search for The COO Show in your favorite podcast player.

Description  This week Ari brings the passion, Tyler loves the passion, Darin used to be Tyler’s manager, Garret doesn’t integrate, and James is hard to work with. All of that and Ari discusses Career Planning at Infoplus. Show Notes  00:00:00 - Pre Show Power tools: “It’s nice to have the right tool for the job” Festool! Is James hard to work with? 00:04:15 - Show Start Week 3 with Ari 00:04:35 - Follow-Ups  Listener Becca - Darin, thank you for normalizing mental health. “If I took pills for my thyroid I would talk about that, so if I take pills for my brain I’m going to talk about that”. Listener Becca - James, you told Darin you lost trust in him. Is that out of anger and is it still true? …”I know exactly who Darin is and I trust him completely” Listener Becca - Where does everyone feel they stand with the 15CoCL? Not mentioned as often as it was in season 1. Listener Becca - You never provided a link to Support Engineer Jackson’s music Boom - Now We Have! Listener Becca - Lucy update? Comforting news - Lucy’s cries are that of confusion and not pain 00:21:33- The Headlines Darin Strategic Team Live with Support in Hubspot Kicked off new sprint  Create the sales machine monitoring system Dashboards and metrics in Hubspot Clean up a few things with Hubspot Put together a proposed plan for the Order Speed changes One on One with Tyler Identified a potential GWC™ issue as scrum master Managed not to speak about the fact I used to be Tyler’s manager ...but Darin’s talking about it Virtual podcast bro hug between Tyler and Darin Tyler Product L10™ - scored a 4.4 Assigned a series of ToDo’s to get the scorecard back to a good place T2 Support is stretched thin One on Ones complete Got into a lot of important topics that helped a lot of employees Continued to push the Same Page meetings Garret Completed 5 of 6 1 on 1’s Ranged from: Just want some clarity on a few things 90% employees sharing To a PrinciplesYou joint assessment Opened my eyes to several ways Ari and I can work better together LT L10™ - scored below a 4 so no need to report Issues Career Planning ToDo not done and how we can get it back on track 3PL and Retail Team L10’s™ - both scored a 4 3PL dove into good issues around sales process Retail dove into lead quality issues IDS™ on V/I dynamic not working within Infoplus Garret’s not a great integrator (not a quad 1 thing for Garret) Real time follow up:  Why is there a negative connotation to identifying what’s not your Quad 1 “I think it comes from the struggle to let go” Could it be fear around financial stability / health? Ari  Getting ready for “super fancy official” launch into funding Taking my first vacation (disconnected from work) in over a year Hiking and forest hot tubs Taking on planning Monday / Tuesday for the leadership team How to lean into Rocks only planning Being a “one person” department - what is this trying to teach me “Behaviors that got me here, don’t serve me at the levels I’m at and to grow” James (collective jaws hit floor) has no headlines 00:55:03 - Topic 2 (1) - Ari part 3 - Career Planning We developed a version one, but Ari has taken it to version 2.   Ari what do we mean by career planning? 18 month Executive 24 month employee How do we continue to make our employees lean into that Zone of Genius? How do we continue to reward them? 24 Month employee 12 months to master what you are currently doing (get to all 5’s on your FA) 12 months to execute a career plan to move to the next level ⅔’s are classes dictated by the path / ⅓ are electives you get to chose Completion = New Seat, New Title, Pay Increase 18 Month executive We will always hire executives Employees can apply but no dedicated / ensured path VP and Director Teams will = Visionary / Integrator teams over a functional area or department Executive Director = Visionary and Integrator in a single person Tyler - “I love the passion here” A couple of employees have an old version of a career plan or moved titles recently, how do we handle these in the new career plan launch? “This is stupid I don’t have a career plan, I don’t need a career plan, this is the best career plan meeting I’ve ever had” 01:12:41- Questions and Long Answers  Listener Brandy (to everyone) - Do you feel the podcast has helped you in any way? Darin - “rubber duck debugging” Have given us an entirely different mindset - not trying to solve problems, just sharing and talking   Tyler - “very strange” Employees quoting our podcast on how to solve a problem Garret - “this would be your turn to answer” Takes the place of the “fireside” chats Ari - “I know Tim doesn’t like to be on podcasts” Helped the co-founder (plus “post founder”) dynamic Yes...Tyler and I made up the concept of post founders 01:19:32 - End of Show  Send feedback to happyrobot@onlywaytofail.com 01:33:28 -  After Show - nessuna (that’s Italian for none) The Credits Hosts, Garret Richardson, Tyler Samples, Darin Kelkhoff, and James Maes Show Notes by Garret Richardson Proofing and Title by Darin Kelkhoff Editing, Mixing, and Mastering by Brenton Wainscott

In this episode you'll learn 10 house rules to make your Visionary/Integrator (CEO/COO) relationship rock. Tyler Dolph and Nicole Mennicke lead Rocket Clicks, a digital marketing and SEO firm (www.RocketClicks.com). Tyler and Nicole share the 10 rules they formulated after years of working together to make themselves maximally effective. One of the most useful and interesting things from this episode is the stories they shared about when things weren't going well and the sometimes painful journey of how they arrived at their "House Rules." Click here to get a copy of these 10 Visionary/Integrator House Rules: https://www.rocketclicks.com/VI-Houserules/. Rocket Clicks certainly has grown to be one of the largest digital marketing and SEO firms in the United States. And many of their clients also run their businesses on the EOS management framework. So they are true leaders in their space and you'll definitely enjoy what they have to share. Listen to the show on Apple podcasts (https://podcasts.apple.com/us/podcast/win-win-an-entrepreneurial-community/id1465488607), wherever you normally get your podcasts, or listen on the web at http://WinWin.Cast.Rocks.

Episode Highlights: What is a visionary and an integrator, Who should get an integrator, How to create a job description for an integrator, What is an accountability chart (And how to use one), The 5 rules of a visionary-integrator relationship, How to hire and train an integrator, When to fire an integrator, Tips for visionaries to get the most out of their own creativity... Permalink: https://eventualmillionaire.com/markwinters Thank you so much for watching!

Episode Highlights: What is a visionary and an integrator, Who should get an integrator, How to create a job description for an integrator, What is an accountability chart (And how to use one), The 5 rules of a visionary-integrator relationship, How to hire and train an integrator, When to fire an integrator, Tips for visionaries to get the most out of their own creativity... The post Rocket Fuel: Creating the best visionary-integrator relationship with Mark Winters appeared first on Eventual Millionaire.

Episode Highlights: What is a visionary and an integrator, Who should get an integrator, How to create a job description for an integrator, What is an accountability chart (And how to use one), The 5 rules of a visionary-integrator relationship, How to hire and train an integrator, When to fire an integrator, Tips for visionaries to get the most out of their own creativity... The post Rocket Fuel: Creating the best visionary-integrator relationship with Mark Winters appeared first on Eventual Millionaire.

In this episode, I sit down with Chelsea Matthews, founder of Catalyst Physical Therapy and Performance in Nashville. We dig into what it really takes to build a cash practice from scratch, especially when you are wired more like a visionary than an integrator. From bartending with zero business background to building a gym-based PT practice that is moving toward 90 percent digital, Chelsea shares her journey, her systems (and mistakes), and how she is learning to scale without burning out.   We also talk about niching down into runners, CrossFitters, and how to stay focused when you have a million ideas but not enough time.  

Lori Semke is the Executive Director at Mis Amigos Spanish Immersion Preschool in Minnesota. She joins the show to share her game-changing strategies on weathering the storm as a team during tough times, why dedication and intention in enrollment really do make the difference, and what it is like working as a part of a Visionary/Integrator team with her schools owner and previous guest Dawn Uribe. Lori also shares her experience taking home the Director of the Year Award this past October at The Child Care Success Summit™ and how that honor has inspired her mission even further.  Key Takeaways: [1:09] Mis Amigos is a Spanish Immersion Preschool and currently has three locations in Minnesota. [2:44] Lori has been the Executive Director at Mis Amigos since 2012 and worked before in the legal field as a litigator along with three years at the non-profit Children’s Law Center of Minnesota. While at the non-profit, it was apparent that she had a passion for both helping children and using her law background, which she gets to do plenty of both in her position at Mis Amigos.  [5:07] Lori won the Director of the Year 2019 Award at The Child Care Success Summit™ this past October. Judging by the nominations that came flooding into Kris’s inbox, Lori is very well-loved by her team. [8:11] Lori wears many hats as the Executive Director, including enrollment, working with vendors and HR, and carrying out the visions for growth and expansion. She has to be focused both on the day-to-day and the larger picture. [12:53] It really moves the needle when you have one person focused on enrollment. Whether it’s an Enrollment Director or Specialist, they can make sure every step is well-thought-out and executed. [19:02] Families need to feel that they are wanted and that their enrollment is appreciated and welcomed. This is where a great leader needs to communicate with the team from the top down so they know exactly how to provide that concierge-type experience. [30:48] No matter how strong a team is, they will go through some challenging times together. This is where communication is key, so everyone can know what the plan is and their individual roles in keeping things balanced and healthy. [36:18] The team at Mis Amigos has greatly benefited from sharing their guidance as leaders and acting as mentors to help one another. [43:02] To Lori, a child care rockstar is someone that has overcome challenges despite obstacles, and remains to have a large passion for what they do. They are motivated to grow and love creating incredible experiences for those along their path.   Mentioned in This Episode: Kris Murray The Child Care Success Company Child Care Success Academy Child Care Success Summit — offering $1 ticket Grow Your Center Mis Amigos Spanish Immersion Preschool Mis Amigos Facebook Ep 34: “Giving Children the World with Dawn Uribe”

Today on the podcast, I have Mike Frommelt the Founder and CEO of Keystone Search. Mike has been featured in Gino Wickman’s book Rocket Fuel because of his tenure helping companies hire their top-level executives and more importantly their replacement (this could be the title of Pres ident / GM / COO / or Visionary / Integrator as EOS refers to it). If you have thought about what it would be like to replace yourself from the day to day (i.e. your role not your ownership) and don’t know where to start, then this episode is for you. Whether you have a $1M business or $100M business and your goal is more freedom from the day to day, or are looking for ways to decouple yourself for an exit years down the road, it’s a HUGE decision to find your successor. If done wrong, all the anxieties about the subject and horror stories you play in your head could come true BUT if you do it right and take the time to learn what you need to do BEFORE you make any decisions then true magic can happen. Not only for your personal life BUT also for the business. You will have a more valuable company that gives you the freedom and time to think, plan your long-term strategies while only working in the parts of the business that give you energy. One of the MOST important things you can do to build a more valuable company AND give yourself more freedom is find someone to replace your role and transfer the tribal knowledge that you have in your head. What you will learn: Where to start the journey when you are ready to replacement for your day to day role How to determine whether you have your replacement internally or if you need to find someone from outside the company How to separate your ownership role from your day to day working role How to figure out how much visionary vs integrator your replacement needs to have What qualities a president of a company should have What the resume should look like of someone t The opportunity cost of replacing your role How to pay a president and different compensation structures you should think about The process to find, court and onboard a president How to discuss hiring your replacement with your executive team Quotes: “The first place that I like to start is making sure that I understand and they understand what it is that they’re really doing in the business.” - Mike Frommelt “You want to incentify [the leadership team] to grow the business while you’re doing what you want to do, whether you’re becoming the chairman of the board or you’re on a beach somewhere.” – Mike Frommelt “This is not about putting yourself out to pasture.” – Ryan Tansom “I think that if you have too much operational and you leave the magic of the visionary aside, things can implode, which I think a lot of people will also see.” – Ryan Tansom “Choices, choices, choices equals freedom, freedom, freedom.” - Ryan Tansom The Takeaway: One of the MOST important things you can do to build a more valuable company AND give yourself more freedom is find someone to replace your role and transfer the tribal knowledge that you have in your head (this doesn’t mean you have to go out to pastor or become irrelevant, just that you have transferred your knowledge and the company’s reliance on you so you can have the freedom to work in the areas of the business that give you energy AND have more options to do what you want with the bus

Today on the podcast, I have Mike Frommelt the Founder and CEO of Keystone Search. Mike has been featured in Gino Wickman’s book Rocket Fuel because of his tenure helping companies hire their top-level executives and more importantly their replacement (this could be the title of Pres ident / GM / COO / or Visionary / Integrator as EOS refers to it). If you have thought about what it would be like to replace yourself from the day to day (i.e. your role not your ownership) and don’t know where to start, then this episode is for you. Whether you have a $1M business or $100M business and your goal is more freedom from the day to day, or are looking for ways to decouple yourself for an exit years down the road, it’s a HUGE decision to find your successor. If done wrong, all the anxieties about the subject and horror stories you play in your head could come true BUT if you do it right and take the time to learn what you need to do BEFORE you make any decisions then true magic can happen. Not only for your personal life BUT also for the business. You will have a more valuable company that gives you the freedom and time to think, plan your long-term strategies while only working in the parts of the business that give you energy. One of the MOST important things you can do to build a more valuable company AND give yourself more freedom is find someone to replace your role and transfer the tribal knowledge that you have in your head. What you will learn: Where to start the journey when you are ready to replacement for your day to day role How to determine whether you have your replacement internally or if you need to find someone from outside the company How to separate your ownership role from your day to day working role How to figure out how much visionary vs integrator your replacement needs to have What qualities a president of a company should have What the resume should look like of someone t The opportunity cost of replacing your role How to pay a president and different compensation structures you should think about The process to find, court and onboard a president How to discuss hiring your replacement with your executive team Quotes: “The first place that I like to start is making sure that I understand and they understand what it is that they’re really doing in the business.” - Mike Frommelt “You want to incentify [the leadership team] to grow the business while you’re doing what you want to do, whether you’re becoming the chairman of the board or you’re on a beach somewhere.” – Mike Frommelt “This is not about putting yourself out to pasture.” – Ryan Tansom “I think that if you have too much operational and you leave the magic of the visionary aside, things can implode, which I think a lot of people will also see.” – Ryan Tansom “Choices, choices, choices equals freedom, freedom, freedom.” - Ryan Tansom The Takeaway: One of the MOST important things you can do to build a more valuable company AND give yourself more freedom is find someone to replace your role and transfer the tribal knowledge that you have in your head (this doesn’t mean you have to go out to pastor or become irrelevant, just that you have transferred your knowledge and the company’s reliance on you so you can have the freedom to work in the areas of the business that give you energy AND have more options to do what you want with the bus

We learn from our two guests today how having the right Visionary and Integrator at the head of your leadership team gives you the rocket fuel (to use the phrase coined by Mark C. Winters) to go to the stars, and how smaller startups can find the right Integrator. Our two guests, Michael Eagle and Kirk Potter, make up the Visionary/Integrator dynamic duo at Rhythm Monster (www.Rhythm-Monster.com), a platform dedicated to teaching Scottish Pipe Band drumming online. In the Entrepreneurial Operating System (EOS) (EOS Worldwide) framework for growing a business successfully that I help my clients implement, the two roles at the top that give any organization the "rocket fuel" it needs to go to the stars, are the Visionary (often the CEO) and the Integrator (often the COO or General Manager). In this episode, we learn from a Visionary and an integrator, *together* what they consider to be their own strengths and weaknesses and specifically how the other's strengths complement their own skills to super-charge their business - i.e., how the whole they create together is far greater than the sum of the parts. We also cover how Rhythm Monster solved the classic Catch-22 dilemma: you can't scale successfully without an Integrator and you can't afford an Integrator till after you've successfully scaled. 

Hive Revenue CEO, Adam Strange, talks about the Visionary / Integrator marriage and how EOS can help you turn around a business that seems too far gone. Find out more about Hive Revenue: HiveRevenue.com Find our more about Adam: https://www.linkedin.com/in/astrange1 This episode is sponsored by Vision Spark. Do you need help hiring your next superstar? Vision Spark’s proprietary process ensures you hire the right person for long term cultural fit and bottom line growth. Find out more at VisionSparksearch.com

I want to tell you a story about a failure of mine with a client. It was sort of a mutual failure… of each other. I was hired as mostly virtual assistant to help a realtor with their social media …. or more precisely, to help them build their online platform.

Now that you’ve figured out if you’re a Visionary or an Integrator (check out last week’s podcast episode to get caught up!), are you ready to see what building your business as a successful Visionary/Integrator duo is all about? Get set for an exclusive behind-the-scenes look at operating a Multi-7-Figure business with fun and energy!   Whether you’re starting out or looking to grow, my friend Jilly Cedeno is going to break it all down for you! I’ve had the pleasure of knowing Jilly as Integrator and Project Manager for my mentor James Wedmore, and she is on the Epic Success Podcast today to share her insider secrets for productive partnerships and seamless launches!  Listen in to find out how their team is wired for success and why Jilly is known as “The Launch Queen”!   The biggest take-aways from today’s episode are:    -      “Structure has created such freedom in our business”   Having a clear structure for your business is an integral part of success. It gives the Visionary space to think big and set Epic business goals. By setting up systems for each ongoing task, you’ll free up time for new initiatives. Start aligning your business to your values today by following Jilly’s tips for building an empowered and engaged team. [2:31]  -       “How does a Visionary work well with an Integrator?”  The Visionary aims high with their ideas and the Integrator carries them out within their zone of genius. Respect your counterpart as an equal contributor since both roles are crucial to your business’ success. Tune in for more of Jilly’s advice on avoiding common pitfalls as you build a healthy and dynamic partnership. [11:41]  -      “The magic is in the debrief”  Make your dream launch a reality with mind-blowing secrets from the Launch Queen herself! Whether you’re a Visionary or an Integrator, challenge your limiting beliefs and work in your strengths throughout each stage of your low-stress launch. After your cart closes, use launch debriefs to optimize the process and maximize your impact on your tribe. [20:53]  As you hardwire your success, start re-aligning your goals to your vision and harnessing your Visionary and Integrator gifts. Build your core team and allow yourself to bring your dream to life. The world is ready for your genius so it’s time to step into your truest self and level up your business!  Connect with Jilly and join the Business by Design waitlist to be notified when BBD re-opens! To dive deeper into the world of Visionaries and Integrators, Rocket Fuel is a must-read!  _____________________________________________________ Are you serious about creating a breakthrough 2019? Ready to dive deep into the 3 steps behind my business growth which led to more Income, Impact and Influence?  Mentorship  Accountability  Community  Learn about the Epic Elite Mastermind, a Super-Engaged Community of high-achievers where you'll get the mentorship, accountability, community and mindset shifts needed to upgrade your business and life!  The Epic Elite Mastermind is your opportunity to experience a transformation immersion process to help take your business and life to a new level in 2019!  Limited spots available!    Click to Learn more 

Whether you always jump into new ideas to push your business forward or you constantly focus on the ‘how’ behind your goals to deliver on your promises, maximising your Entrepreneurial style is key to growing your business to that Epic level you envision. I’ve done just that by building my entire business based on the “Rocket Fuel” model. It’s helped me hire the right team and grow my business 500x in the last two years. This is one of the secrets behind my online success and I’m excited to share it with you today! Mark Winters, co-author of “Rocket Fuel”, is on the Epic Success Podcast today to break it all down for you. Mark is dedicated to helping Entrepreneurs channel their strengths into their business and reach the freedom to be who they’re really meant to be. No matter your Entrepreneurial style, get set to harness your potential and lead your business to the next level! The biggest take-aways from today’s episode are: -      “What energizes you?” Visionaries tend to be focused on the big picture and where they want to be in the future. Integrators are pragmatic thinkers who emphasize the money and steps needed to reach their goals. Listen in to find out more about which profile fits you and your Entrepreneurial style. With this self-understanding, you can start re-aligning your business to your truest self. [3:26] -       “The main differences between the mindset of a Visionary and an Integrator...” The Visionary/Integrator duo can be unstoppable when they are both working in their zone of genius. An ideal partnership balances out the gas-pedal energy of the Visionary with the Integrator checking that the processes and resources are in place for the business vision. Mark’s proven strategies for working effectively will help each leader to do what they do best and bring the business to that next level. [14:04]  -       “How to create a team around the Visionary/Integrator duo” As you follow Mark’s tips on where to find your Integrator or Visionary counterpart, map out the team roles that need to be filled so that you can find the right person for the job. Evaluate each candidate objectively using the GWC model and you’ll soon have a team filled with engaged, talented individuals who are committed to bringing your vision to life. [29:25] Defining your role as a Visionary or an Integrator is the game-changer your business has been waiting for! Everything you need for success is already inside of you. Step into your best self as you show up authentically for your clients and live out your passion every day! Connect with Mark and check out “Rocket Fuel” to find out if you’re a Visionary or an Integrator. Harness your genius and start the hunt for your other half today through the Integrator Academy! ________________________________________________________ Are you serious about creating a breakthrough 2019? Ready to dive deep into the 3 steps behind my business growth which led to more Income, Impact and Influence? Mentorship Accountability Community Learn about the Epic Elite Mastermind, a Super-Engaged Community of high-achievers where you'll get the mentorship, accountability, community and mindset shifts needed to upgrade your business and life! The Epic Elite Mastermind is your opportunity to experience a transformation immersion process to help take your business and life to a new level in 2019! Limited spots available! Click to Learn more

In this Organizing Chaos episode, I talk about the power of the "Same Page" or Visionary/Integrator meeting and exactly how you can start having them.

If you want to watch someone build a legacy in real time, simply pay attention to what Kent Clothier is doing in his life and with his business. Kent is the founder and CEO of Real Estate Worldwide (REWW), where he leads an amazing team of individuals that are focused on building disruptive systems, software and techniques that help real estate investors and professionals achieve astounding success in less time. In 2015, Kent became the only family to have FOUR businesses on the Inc 5000 List of Fastest Growing Companies. And for the past 2.5 years I was proud to be a part of that growth, helping to direct the marketing strategies, campaigns and operations during a very high-growth period in his company. Kent started off as a client of mine, became a friend, and then a business partner, but most importantly a valuable mentor in my life as well. I think of him as a "Friend-tor." So in this episode, which has been 2 years too late, I wanted to dig in deeper and ask Kent questions that I might not already know the answer to and help pull out the advice he has for entrepreneurs, whether they are in real estate or any industry. You'll hear how Kent started off in business in his early 20's trading groceries for a profit and built that business, and the business that acquired it, into a $2 billion a year industry-leader. This put millions of dollars into his pocket before he was 30 years old. And you'll hear how a bold but stupid move caused him to lose everything he had within a year only to rebuild his fortune bigger and better in the real estate industry, systematically dominating every market he entered using a principle called "Reverse Wholesaling" that he learned in the grocery business. Most importantly, you'll hear Kent's unwavering focus on what's important in his life, maximizing every moment with his family and friends, very consciously designing his life the way he wants it and encouraging others to do to the same with his message that "The Time Is Now" Here are some of the highlights from this episode: What is Real Estate wholesaling and how does it work? What is holding people back from success? The importance of mindset. Facing the reality of time. It is reckless and irresponsible to act like you have all the time in the world. You don’t. Fighting for your dream. Paying for your time. Mundane things, in business and in your personal life, need to be done. Paying someone for an hour of work is paying for an hour of your time to do whatever you need to do – spend time with family, exercising, relaxing, etc. Is it worth it to spend a large amount of money on something like a business coach or consultant? The benefits of a Visionary/Integrator relationship. Kent benefited from having a lot of mentors over the years. Do you have a mentor? Opportunities in Wholesaling and Real Estate. You can contact Kent on Facebook, www.KentClothier.com or www.REWW.com. Kent is also starting a podcast soon, so keep an eye out for it. Did you enjoy the show? Do you have any book recommendations? Do you have a business and need some help? Contact Brad at askbrad@baconwrappedbusiness.com.