Podcasts about vistage worldwide

Kurt Greene is a certified EOS Implementer at EOS Worldwide, where he helps leadership teams build stronger, more scalable companies. A graduate of West Point and an Army veteran, Kurt brings a unique mix of Fortune 500 leadership, HR expertise, and peer-group facilitation experience through Vistage Worldwide, Inc. He works with founders and executive teams to implement practical tools that cut through complexity so they can regain control, align their teams, and get back to their visionary role. Whether partnering with veteran-owned businesses or mission-driven entrepreneurs, Kurt's work is grounded in service: helping leaders lead better, build healthier teams, and create workplaces people actually want to be part of.     In this episode of the SABM podcast, Scott chats with Kurt about: The EOS Framework: Kurt explains how EOS equips overwhelmed business owners with tools to get out of the weeds and back to thinking big. Right People, Right Seat: The "right people, right seats" approach brings clarity to hiring and retention, helping teams align on values, roles, and performance. Visionaries vs. Integrators: Founders can't keep straddling roles forever. Defining the integrator role frees up leaders to lead, and keeps the trains running on time.    EOS Life: A business should work for you, not the other way around. EOS makes space for leaders to do what they love, with people they enjoy, and get paid fairly for it, Veteran-Led Goals: With a service-driven mission, more veteran-led businesses are using EOS to create healthy, well-led teams and long-term growth.   Timestamps: 00:31 Kurt's Journey to Becoming an EOS Implementer 03:28 Common Challenges Faced by Business Owners 06:40 The EOS Life and Its Benefits 07:22 The EOS Implementation Process 10:58 Key EOS Tools and Frameworks 16:47 Structuring the Leadership Team 27:05 Kurt's Business Goals and Vision 32:37 Conclusion and Contact Information Connect with Kurt: LinkedIn | Kurt Greene eosworldwide.com kurtgreene@eosworldwide.com (865) 407-0703 If you found value in today's episode, don't keep it to yourself—share it with a colleague or friend who could benefit. And if you're a Service Academy graduate ready to elevate your business, we'd love for you to join our community and get started today. Make sure you never miss an episode subscribe now and help support the show: Apple Podcasts Spotify Leave us a 5-star review! A special thank you to Kurt for joining me this week. Until next time! -Scott Mackes, USNA '01  

What does it take to lead—and live—with brilliance for 100+ years? In this thought-provoking episode, Jerry Cahn, Ph.D., J.D., shares his philosophy on visionary leadership, the power of audience-driven communication, and why longevity is deeply rooted in the strength of our relationships. We explore what makes a great coach, the importance of preparing for the future, and why competence breeds confidence. From parenting to presenting, Jerry challenges us to think bigger—across a 200-year window—and to always aim for excellence in execution. About Jerry Cahn, Ph.D., J.D. Jerry Cahn, Ph.D., J.D., is a visionary leadership coach dedicated to helping people lead fulfilling 100-year lives. With a unique background as a psychologist, attorney, entrepreneur, and educator, Jerry blends human insight with strategic execution to empower leaders and organizations to thrive. As CEO of AgeBrilliantly.org, Jerry leads a global platform for adults committed to living purposefully across every life stage. He also serves as Chair for CEO peer advisory boards through Vistage Worldwide, where he mentors transformative leaders across the New York tri-state area. With a track record of helping 5,000+ clients deliver high-stakes presentations through Presentation Excellence, Jerry teaches leaders how to communicate with impact and vision. Throughout his career, he has served in the private, public, nonprofit, and government sectors—designing systems that foster innovation, growth, and lifelong fulfillment. Jerry has also mentored more than 600 students globally and continues to advocate for brilliant aging, leadership, and legacy. Connect with Jerry: Learn more at JerryCahn.com Founder of AgeBrilliantly.org

Today, our guest on The PARTNERNOMICS® Show is Mike Saxton, Executive Coach & Chair of Peer Advisory Boards at Vistage Worldwide, Inc. A decorated US Navy officer turned entrepreneur, Mike Saxton started, led, and built companies across telecom, technology, manufacturing & distribution, and professional services into industry leaders. Mike has been recognized for his commitment to the development and success of his teams, customers, and partners. Now as a Vistage Chair he helps CEOs and other top decision-making executives become more confident, fulfilled, and successful business and community leaders. Mike led from prototype, funded largely by sales, growth of the #1 electric truck manufacturer globally. Under his leadership Orange EV became the first manufacturer to successfully commercialize all-electric Class-8 trucks. Mike then assumed leadership of SRECTrade's B2B business growing it to be the largest carbon credit management firm prior to sale to Xpansiv in a strategic rollup. Mike leverages the lessons from these experiences and more to help accelerate the development and growth of his CEO clients and the businesses they lead.   Key Insights: Human-Centered Leadership and Candid Communication Strategic Discipline in Times of Change and Uncertainty Empowering Teams Instead of Micromanaging The Transformative Value of CEO Peer Groups Reach out to Mike: https://www.linkedin.com/in/mikersaxton/ vistage.com/chairs/michael.saxton   Mike's CEO peer group has additional member slots available and being actively filled. Interested parties may reach out to Mike directly to explore if there could be a fit. The peer group includes CEOs, owners, president and other "buck stops here" roles. To ensure a safe space where hard topics can be openly discussed, potential industry and relationship conflicts are weeded out in the interview and selection process. Groups have only one member per industry.   ********* Are you a partnering professional wanting to earn industry certifications and badges to showcase on LinkedIn? We will give you the first course and certification for FREE ($595 value)!

Today, I'm joined by Bob Carrothers, and we're talking about Thriving as a Leader by not Walking Alone. Bob is a Master Chair at Vistage Worldwide and brings over 29 years of experience in leadership development and executive coaching. Bob facilitates peer-to-peer boards of CEOs and executives, creating environments conducive to skill enhancement, informed decision-making, and superior results. He offers individual coaching, arranges expert speakers, and provides access to a global network of over 45,000 board members spanning 35 countries. I'm excited to have him on the show to talk about Thriving as a Leader by not Walking Alone. Show resources: Bob Carrothers on LinkedIn vistage.com Sponsors: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Cadre of Men⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Farrow Skin Care⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Salty Sailor Coffee Company⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Leader Connect⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠The Qualified Leadership Series⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ ____ Get all of Jon Rennie's bestselling leadership books for 15% off the regular price today! ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠HERE Learn more about your ad choices. Visit megaphone.fm/adchoices

Drawing on years of hospitality industry expertise, Ms. Almada excels as the Chief Executive Officer of DKN Hotels. Since joining the organization in 1998, she has held various roles, including Vice President, Regional Director, General Manager, and Assistant General Manager. In this current capacity, she oversees all personnel, ensuring they have what they need to reach their goals. Additionally, Ms. Almada conducts site visits, manages growth strategies, and collaborates with team members to motivate and inspire them. An expert in her field, Ms. Almada earned a bachelor's degree in tourism and hotel management from Universidade Anhembi Morumbi before joining DKN Hotels as a front desk clerk. Subsequently, she expanded her professional knowledge by completing an MBA with emphasis in leadership and management from the University of San Diego. In conjunction with her work, she is aligned with Vistage Worldwide, Inc., a chief executive officer coaching and peer advisory organization through which she has dedicated herself to continued improvement and mentorship since 2009. Likewise, Ms. Almada has dedicated herself to her community through the Girl Scouts from a young age and the Woman's Leadership Council. In light of her professional achievements, Ms. Almada has received numerous awards and nominations for her dedication to industry excellence. Most recently Ana has been recognized as one of HOTEL MANAGEMENT Magazine's 2025 Forty Over 40! This distinction celebrates exceptional leaders who exemplify dedication, innovation, and influence within the hospitality industry. Ana's unwavering commitment and passion continue to inspire us all, shaping a legacy of excellence here at DKN Hotels.  DKN Hotels was also named the Best Place to Work in Orange County in 2017 and received the Nation's Top Workplaces through USA Today in 2024. While her career has been filled with highlights, she takes the most pride in developing DKN Hotels' company culture and establishing new hotels. Though hard work and dedication have brought her far in her career, she credits her success to the collective efforts of everyone she works with. Her team generously gives their time, knowledge, and patience to fulfill the company's desire to make a difference. She also notes that education, research, and drive have kept her on the path to success. Looking toward the future, Ms. Almada intends to ensure that DKN continues to develop and manage their portfolio of hotels, expands the business, extend its management services to other hoteliers, and inspire and develop more passionate individuals in the hospitality industry. -- Critical Mass Business Talk Show is Orange County, CA's longest-running business talk show, focused on offering value and insight to middle-market business leaders in the OC and beyond. Hosted by Ric Franzi, business partner at REF Orange County.

J.J. Levenske is the President and Co-Founder of Bleuwave, a company that provides facilities-based solutions for its clients. J.J. has over 30 years of experience in the construction and business solutions industry, and is a past board member at Vistage Worldwide, Inc., a global CEO peer advisory and executive coaching organization. He is also the host at MAC & Bleu, a podcast covering all things related to Building the Future. In this episode, we talked about team building, mergers and acquisitions, visionary leadership, enterprise value growth...

In today's episode of The Coaching Podcast, we explore leadership insights with Vistage Chair Bob Carrothers, who is an Executive Leadership Coach. With decades of experience, and affectionately called, wisdom Bob, he has influenced CEOs and executive teams through his work at Vistage Worldwide and beyond. This conversation covers creating impactful company cultures, mastering delegation, and developing leaders who build great companies. Take a closer look here: 1.42: Talk or text? 2.53: How do you adapt your communication to connect with different generations in your groups? 4.06: How do you deal with people who are reluctant to change? 5.04: Can company culture change overnight? 6.29: What makes a great company culture? Core Values - do you live by them? Do you believe in them? Is this why you are in business? Is this the way we do things around here? Communication 9.03: What makes a great leader? Follow first, lead second, or vice versa? 11.57: Why is delegation so hard for some people? 14.08: What is Vistage? What are the benefits? 20.32: What makes a great coach? Listening skills Curiosity Be comfortable with what you hear 21.25: How can we help leaders examine their biases? 22.41: What disruptive idea will change the way we coach in 2230? 26.21: Top 3 tips for coaches from Wisdom Bob: Be curious, ask great questions, listen deeply (to their body language and the eyes), and CARE about your people 30.25: What makes a great Vistage chair? To learn more about becoming a workplace coach or advancing your coaching skills, visit: www.coachem.cc or email: info@emmadoyle.com.au About Bob Carrothers Bob Carrothers is your dedicated partner in leadership growth. With over 28 years of experience in leadership development and executive coaching, Bob has guided CEOs and C-suite executives toward success and fulfillment. At Vistage Worldwide, Bob leads peer-to-peer boards where CEOs and executives enhance their skills and make informed decisions. But Bob offers more than facilitation. He provides personalized coaching, connects you with expert speakers, and taps into a global network of over 45,000 board members. Bob's track record speaks for itself. As a six-time recipient of the Chair Excellence Award, his coaching is grounded in practical experience, offering valuable insights from his own entrepreneurial journey. Certified in Emer genetics and Predictive Index, Bob understands human behavior deeply. Through these assessments, he empowers leaders to unlock their potential and achieve their goals. Bob Carrothers isn't just a coach; he's a mentor, guide, and advocate dedicated to shaping the future of leadership, one CEO at a time. Connect with Bob: https://www.linkedin.com/in/bobcarrothers https://www.facebook.com/bob.carrothers.7 Email: bob.carrothers@vistagechair.com www.vistage.com

If you think pens, soda, and car wax sound like the most boring things ever—think again. Our guest, marketing powerhouse Jeff Werderman, has spent 30 years leading at brands like Coca-Cola, Boost Mobile, and ArmorAll, and now he's running the show at Pentel of America (yes, the pen company). But this isn't about writing instruments—it's about writing the new rules for leadership.   Jeff's got some seriously controversial takes on what's wrong with today's workforce, and why your leadership style is probably driving your best people straight out the door. From leading teams of 80 to navigating the Gen Z takeover, Jeff digs into why creating a learning culture—where even the most junior employees act like CEOs of their own desks—is the only way forward.   He doesn't hold back on why hiring for attitude (and the occasional ego bruising) is more important than skill sets and how letting your team think for themselves could be your secret weapon. The episode is loaded with controversy and wisdom. Ready for the hard truth? According to Jeff, you need to embrace the chaos and hand over the reins. And if your team isn't roasting your “lame” social media content, well... they might already be eyeing the exit.   This episode will leave you rethinking everything from your hiring strategy to how you manage your teams. Takeaways: hire for opinions, embrace transparency, and if your employees aren't calling you out—ask yourself why!   Have questions or personal experiences? Drop us a message or join the conversation on LinkedIn —share your own hiring and retention horror stories and tips. Don't miss out—subscribe now and share this episode with your network! Hiring matters—mess it up, and your best talent will be gone before you know it! Key Takeaways: Step Back to Step Up: Discover how empowering others can transform leadership dynamics and drive team success. Hire for Attitude: Understand why a goal-oriented mindset is more valuable than traditional qualifications in today's workforce. Embrace Transparency: Learn how open communication fosters trust and a more productive workplace culture. Create Space for Innovation: Find out how cultivating an environment that encourages creativity can lead to groundbreaking ideas. Empower Ownership: Explore how giving employees autonomy boosts engagement and enhances performance. About Our Guest: Meet Jeff Werderman, the Marketing Yoda and Brand Whisperer. As the Director of Marketing at Pentel of America since March 2018, Jeff leads the marketing function for this venerable global writing instrument company. With over three decades of experience, he is known for awakening the force in brands through inspiring strategies. His impressive career includes revitalizing Chex Cereal as Brand Manager at Nestlé Purina, where he reversed multi-year declines, and transforming Vistage Worldwide as Chief Marketing Officer, where he rebuilt a team of 35 professionals and drove significant increases in member acquisition and retention. At Boost Mobile, Jeff served as VP of Marketing, scaling the brand's growth by targeting urban youth, which resulted in a remarkable increase in subscribers and revenue. Before these roles, he spent nearly a decade at The Coca-Cola Company, where he expanded alliances with Disney and Universal Studios, enhancing Coke's presence in popular culture. Additionally, he contributed as a Consultant at Young's Market Company and held leadership positions at Armor All and Concentrus. Beyond his corporate achievements, Jeff is an Adjunct Professor at California State University, Fullerton, shaping the future of marketing. With a unique blend of creativity and industry insight, Jeff is truly a force of nature in branding. About Your Host: Ken Schmitt is the CEO and founder of TurningPoint Executive Search. He is also the author of "The Practical Optimist: An Entrepreneur's Journey through Life's Turning Points". Ken was raised in an entrepreneurial family and brings a uniquely authentic voice to his podcast, blending life, family, and business together. Ken is a seasoned expert with almost three decades of experience in executive recruiting. In his podcast, he focuses on revealing the secrets of recruiting, retention, and real HR strategies. The podcast is not preachy, academic, or theoretical. It provides authentic perspectives on the challenges, triumphs, and quirks that make the hiring game both exhilarating and unpredictable. Twice a month, Ken offers tactical advice and industry insights to empower listeners to navigate the intricate world of executive recruiting confidently. "Hiring Matters" is your go-to resource for elevating your hiring game and equipping you with the tools to build, grow, and lead truly exceptional teams. Brace yourself for Ken's "Recruiter Rant" episodes, where he shares unfiltered insights and behind-the-scenes revelations about the industry's hidden secrets. Get ready to gain more than expected from this informative and engaging podcast. Follow Ken on LinkedIn Powered by TurningPoint Executive Search: Helping business hire right.

Dan Nitowsky, Chair of TIGER 21 Cleveland.Dan, like me is a native New Yorker who has made Cleveland his home & has spent 30 years here in Cleveland as a highly accomplished executive with a proven history of success in distribution and manufacturing, with leadership roles in the Electrical Distribution industry —  where expanded Mars Electric from one single location to 11 locations through Northeast Ohio and grew sales from under $10 million to over $53 million. This was all prior to his work in peer-group leadership, where his expertise led him to be a Peer Advisory Group Chair for Vistage Worldwide — one of the world's largest executive coaching organizations for small and mid-sized businesses — in addition to his current work as the inaugural Chair for TIGER 21's Cleveland Chapter.TIGER 21 is the premier peer membership organization for ultra-high-net-worth individuals. The organization has over 1,400 members with over $20 million in investable assets, respectively, across over 50 cities worldwide, and it has more than $160 billion in personal assets collectively.In his role as a Chair for TIGER 21 in this inaugural Cleveland Chapter, Dan facilitates a trusted and confidential community of entrepreneurs here that provides Members with their board of directors and helps facilitate learning and conversation for those who are motivated to grow and protect their wealth while building a lasting legacy.In our conversation, we explore what professional peer groups even are, the unique challenges that come after a major financial liquidity event, solutions for a balanced life, what kind of thought is afforded to legacy, how to instill good grounded values into your children with extraordinary family wealth, insights around wealth preservation, and many more esoteric topics discussed by TIGER 21 members.This is a fascinating discussion behind the scenes of what can transpire for those on the other side of entrepreneurial success and wealth-----LINKS:https://tiger21.com/locations/cleveland/https://www.linkedin.com/in/dnitowsky/-----SPONSORS: John Carroll University Boler College of Business || Impact Architects & NinetyJohn Carroll University Boler College of Business: https://business.jcu.edu/ As we've heard time and time again from entrepreneurs on Lay of The Land — many of whom are proud alumni of John Carroll University —  success in this ever-changing world of business requires a dynamic and innovative mindset, deep understanding of emerging technology and systems, strong ethics, leadership prowess, acute business acumen… all qualities nurtured through the Boler College of Business!With 4 different MBA programs of study — spanning Professional, Online, Hybrid, and 1-Year-Flexible — The Boler College of Business provides flexible timelines and various class structures for each MBA Track — including online, in-person, hybrid and asynchronous — to offer the most effective options for you, in addition to the ability to participate in an elective International Study Tour, providing unparalleled opportunities to expand your global business knowledge by networking with local companies overseas and experiencing a new culture.The career impact of a Boler MBA is formative and will help prepare you for this future of business and get more out of your career. To learn more about John Carroll University's Boler MBA programs, please go to business.jcu.eduThe Boler College of Business is fully accredited by AACSB International, the highest accreditation a College of Business can have.Impact Architects & NinetyLay of The Land is brought to you by Ninety. As a Lay of The Land listener, you can leverage a free trial with Ninety, the platform that helps teams build great companies and the only officially licensed software for EOS® — used by over 7,000 companies and 100,000 users!This episode is brought to you by Impact Architects. As we share the stories of entrepreneurs building incredible organizations throughout NEO, Impact Architects helps those leaders — many of whom we've heard from as guests on Lay of The Land — realize their visions and build great organizations. I believe in Impact Architects and the people behind it so much, that I have actually joined them personally in their mission to help leaders gain focus, align together, and thrive by doing what they love! As a listener, you can sit down for a free consultation with Impact Architects by visiting ia.layoftheland.fm!-----Stay up to date by signing up for Lay of The Land's weekly newsletter — sign up here.Past guests include Justin Bibb (Mayor of Cleveland), Pat Conway (Great Lakes Brewing), Steve Potash (OverDrive), Umberto P. Fedeli (The Fedeli Group), Lila Mills (Signal Cleveland), Stewart Kohl (The Riverside Company), Mitch Kroll (Findaway — Acquired by Spotify), and many more.Connect with Jeffrey Stern on LinkedIn — https://www.linkedin.com/in/jeffreypstern/Follow Jeffrey Stern on X @sternJefe — https://twitter.com/sternjefeFollow Lay of The Land on X @podlayofthelandhttps://www.jeffreys.page/

Mastermind groups offer a unique environment for leaders to sharpen their skills, uncover blind spots, and accelerate both personal and professional growth. Join us as we explore the transformative power of mastermind groups with Bob Carrothers, an experienced CEO coach and facilitator at Vistage Worldwide. Discover how these groups foster Strategic Thought Leadership through peer feedback, self-mastery, and collaborative accountability. Bob shares real-world success stories, highlights the benefits of setting smart, achievable goals, and offers practical advice for navigating leadership challenges, from hiring to adapting to AI. What this episode will do for you: Understand the role of mastermind groups in fostering Strategic Thought Leadership. Learn how peer feedback and self-mastery contribute to leadership growth. Discover the benefits of setting smart goals and maintaining accountability within a group. Gain insights into how mastermind groups address common leadership challenges. Hear real-world examples of how leaders have transformed their businesses through peer support and coaching. Get practical advice on personal development, financial vigilance, and anticipating future challenges. For a curated transcript and links to free offers and resources discussed, go to the episode page at: https://www.thoughtleadershipstudio.com/b/podcast/Mastermind-Groups-for-Strategic-Leadership-with-Bob-Carrothers

Welcome to the Arete Coach Podcast, episode 1186, hosted by Severin Sorensen. In this enlightening episode titled "On Being Grateful, Generous, and Relevant," we are honored to have Louis-Samuel Jacques, a TEC Canada Master Chair, CEO Coach, and Speaker with TEC Canada and Vistage Worldwide. Recorded via Zoom on July 1st, 2024, this conversation delves into Jacques' philosophy of gratitude, generosity, and relevance in the realm of executive coaching. Renowned for his expertise in facilitating high-value conversations with CEOs, entrepreneurs, and business leaders, Louis-Samuel Jacques helps them navigate major decisions, ambitions, challenges, and opportunities. This episode offers valuable insights into Jacques' approach to empowering leaders and creating impactful coaching relationships. Louis-Samuel Jacques, a TEC Canada Master Chair, CEO Coach, and Speaker with TEC Canada and Vistage Worldwide, transitioned from a background in agri-food and environmental economics consulting to management consulting before finding his passion in executive coaching. Since 2018, he has served as a TEC Canada Chair, building five TEC Canada groups and engaging weekly with 30 to 50 CEOs, entrepreneurs, and business leaders. His exceptional performance earned him the Rookie of the Year award in 2020 and the prestigious title of TEC Canada Master Chair. Jacques holds an MBA from Laval University and is known for his keen observation skills and ability to identify universal principles driving success and freedom. His life purpose centers on empowering leaders to create the best places to live on earth, whether in one's own mind and body, home, workplace, community, or country. In this insightful episode of the Arete Coach Podcast, Louis-Samuel Jacques shares his inspiring journey from consultant to coach. With a background in economics and management consulting, Jacques found his true calling in empowering leaders through high-value conversations. His transition into coaching was not without challenges, as he recalls, "Launching a group takes three months. It takes three months, but only when you understand how to do it." This experience taught him the importance of patience and persistence in building effective leadership groups. Jacques emphasizes clarity over knowledge in his coaching approach, stating, "My north star is clarity. It's not showing up as being intelligent or knowledgeable or whatever." This philosophy guides his interactions with clients, focusing on creating an environment where leaders can thrive and make impactful decisions. He reflects on his personal growth as a coach, admitting, "It's not about me. I can easily be in the way of clarity for my members." This realization has shaped his coaching style, prioritizing being present and asking powerful questions rather than providing ready-made solutions. Throughout the interview, Jacques reveals his daily mantra: "Every morning I wake up and I tell myself, I remind myself that I want to be grateful. I want to be generous and relevant," which encapsulates his approach to life and coaching. This mindset has profoundly influenced his work, as he aims to empower leaders to create the best places to live on earth, whether in one's own mind, workplace, or community. Jacques views each day as a gift and an opportunity to make a positive impact, reflecting, "To me, every day is not a miracle, but is a gift and I have nothing to lose." His passion for helping others and his commitment to personal growth make Louis-Samuel Jacques a compelling figure in the world of executive coaching, offering valuable insights for both aspiring and experienced coaches alike. The Arete Coach Podcast seeks to explore the art and science of executive coaching. You can find out more about this podcast at aretecoach.io. This interview for this episode was recorded on July 1, 2024 via Zoom Video. Copyright © 2024 by Arete Coach™ LLC. All rights reserved.

Ryan Tansom helped turn around his $21-million family business and facilitated its 8-figure sale in 2014. Leveraging this experience, he founded multiple companies and created the Independence by Design™ Framework, a guide for business owners to achieve personal clarity, play the game, and maximize independence. Over 1,500 entrepreneurs have attended his workshops, gaining a new mindset for decision-making and helping them create freedom over their time, optimize cash flow, increase equity value, or prepare for a future exit. He's been involved in numerous transactions and speaks at industry conferences and CEO Masterminds, including Vistage Worldwide and Entrepreneurs' Organization. Ryan has also been podcasting for over eight years, with over 400 episodes featuring guests like Gino Wickman, Mike Michalowicz, Jack Stack, ITR Economics, John Warrillow, and editors from Inc.Magazine (Bo Burlingham) and HBR (Tom Stewart). In this episode… If you struggle to align your business growth with the life you aspire to live, daily business decisions may be distracting you from your personal goals. How can understanding the financial intricacies of your enterprise make the difference between scraping by and achieving true independence? While maximizing his company's top-line revenue earned him a spot on the Inc. 5000 list, entrepreneurial coach Ryan Tansom lost tens of thousands of dollars. Rather than focusing on short-term growth goals, he advises identifying and aligning long-term personal and business objectives. This requires concentrating on equity valuation to make informed operational decisions that increase your company's value and achieve your desired freedom. Additionally, building a working knowledge of finance allows you to manage your cash flow and capital effectively, supporting sustainable growth and informed decision-making.  Join Pat Mancuso in this episode of Destination Business Freedom as he interviews Ryan Tansom about harmonizing your personal and business lives. He shares how he transformed and sold his family's business, how to overcome the loneliness of entrepreneurship, and why business owners need financial acumen. 

In this episode of I Need A Coach, host Adam Packard sits down with Mike Dugan, a former Vice President of Sales turned successful consultant. Mike shares his incredible journey from the Military to climbing the ranks in corporate America and ultimately taking the bold leap into entrepreneurship. Discover how Mike navigated a challenging first year with zero income, the mindset that propelled him forward, and the strategies he employs to help small to mid-sized businesses thrive. Packed with invaluable insights on sales, leadership, and personal growth, this episode is a must-listen for aspiring entrepreneurs and seasoned professionals alike.Mike Dugan brings with him over 30 years of experience as a successful business leader ranging from large Fortune 500 corporations(Medtronic, Boston Scientific, Baxter) to smaller entrepreneurial businesses. Clients find his depth of experience and knowledge reassuring. While many consultants are skilled at diagnosing the issues preventing organizations from achieving success, few consultants seek involvement in the actual hands-on implementation process required for next-level growth. This aspect makes Mike's work unique. Having served as a Vice President of Sales for both large public corporations and smaller private companies, Mike has built a strong reputation for delivering powerful, record-breaking results quickly. These traits, along with his polished client-focused approach, allow Mike to deliver a consistently high level of satisfaction to all his clients. Born in Maryland, Mike earned a Bachelor of Science in Business from Towson University in Baltimore and he was awarded his MBA from Golden Gate University in San Francisco, CA. After college Mike spent just over 8 years in the Military as a Naval Flight Officer flying the F-14 Tomcat and is a combat veteran of Operation Desert Storm. Mike is the Founder of Commonwealth - Consulting an advisory coaching & training practice serving the entire USA. He is licensed and certified advisor with Chart Learning Systems, The Proctor-Gallagher Institute, and Appleton & Green. Mike also works internationally as a paid speaker for Vistage Worldwide and TEC Canada. Mike, his lovely wife Deanna and their children reside in Virginia Beach, VA where they enjoy golf, scuba-diving, and relaxing at the beach with friends.Key Topics Discussed:Transition from the Military to consultingAchieving sales targets in corporationsImportance of networkingMindset and affirmations for successRecommendations of books for personal developmentTimestamps:06:46 Good bosses set clear, achievable expectations and hold people accountable.11:06 Companies that prioritizes results over hierarchy are more likely to be innovators.18:28 Mindset training crucial for business success and self-belief.23:31 Believe in creating your own reality through practice and perseverance.Guest Socials:Mike Dugan | LinkedInCommonwealth Consulting | Website

About Ryan Tansom: Ryan started his entrepreneurial career at his family business where he was the executive VP. He was responsible for the strategic operational and financial strategy of a $21 million company. By the age of 27, he helped turn the company around and bring intentional focus to the right strategies, which enabled it to be sold for eight figures in 2014 to a local competitor, Ryan took his experience and founded Arkona to create the intentional growth framework which helps owners view and run their company like a financial asset through educational training and fractional CFO services. Ryan's mission is to help entrepreneurs enjoy work, create wealth, and make an impact in order to make the journey worth it. Ryan has personally guided over 400 entrepreneurs, and leaders through the Intentional Growth Academy. He has been involved in dozens of transactions and spoken in front of some of the most prestigious CEO masterminds, like Vistage Worldwide and Entrepreneurs Organization. He also hosts the popular Intentional Growth podcast that has 340 Plus episodes 500,000 downloads and guests like Gino Wickman, Bo Burlingham, Dan Martell, and others.    In this episode, Jordan and Ryan Tansom discuss: The “hats” entrepreneurs wear: Owner and Leader Owners and leaders usually have different values and goals for each hat The critical conflicts balancing income and growth  “De-risking” cash flow Growing your value  Key Takeaways Conflicts happen when there's a misalignment of values between the leadership and the ownership of a company.  Especially when owners and leaders are the same people, they need to define their goals for each hat they wear. Then they need to create alignment between ownership, leader, stakeholder and client goals.  They must also create a vision that will guide their decision-making and make sure that the organization is always aligned with the overall goal.  Revenue doesn't mean much for a company. At some point, there needs to be cash flow to generate enough equity growth.  Grow value by increasing and “de-risking” cash flow.   Hire the right team of advisors and coaches to help you get to where you want to be. Surround yourself with people that you trust, love, and respect.  “There is nothing more “freaking” frustrating than someone who wants to just get up and execute when the owner and ownership group doesn't know what they want.” —  Ryan Tansom Connect with Ryan Tansom:   Website: https://arkona.io   LinkedIn: https://www.linkedin.com/in/ryan-tansom-4a440710/  Connect with Jordan:  For executives wanting a complimentary executive coaching conversation: jordan@jordangoldrich.com  Website: www.workplacewarriorinc.com Twitter: https://twitter.com/jordangoldrich1 Facebook: https://www.facebook.com/jordan.goldrich Instagram: https://www.instagram.com/jordangoldrich/ LinkedIn: https://www.linkedin.com/in/jgoldrich/

In the Arete Coach Podcast episode 1161 titled, "TEC-niques of Leadership: From Concept to Growth of The Executive Committee to Vistage," host Severin Sorensen interviews Fred Chaney, an executive coach, Vistage Chair, former CEO of TEC (or The Executive Committee), and former CEO of Lonestar Steakhouse (including Texas Land and Cattle, Del Friscos, and Sullivans). In this episode we feature Fred Chaney, a visionary entrepreneur, Vistage Chair, and former CEO of The Executive Committee (TEC), now known as Vistage Worldwide. We explore several key themes and experiences from Chaney's remarkable career. The podcast delves into Chaney's journey from his academic pursuits in engineering and psychology to his pioneering work in executive coaching and his influential role in shaping the world of executive leadership through Vistage. Fred Chaney's career began with significant contributions to aerospace, where he worked on projects such as the lunar landing module and a manned orbital station. His transition into management education marked the inception of TEC groups for CEOs, which he started in Southern California in 1969. Chaney's approach to coaching, heavily influenced by his belief in the power of listening over instructing, was shaped by figures like Bob Nourse, the original founder of TEC, and Stephen Covey, an authority in empathetic listening. Chaney's philosophy underscores the importance of understanding and gently guiding executives rather than directing them​​. Chaney's expansion of TEC into a global entity serving thousands of CEOs and executives across various countries was a significant milestone. This growth was fueled by his ability to attract and nurture high-caliber members and expand internationally, thanks in part to the contributions of key figures like Pat Hyndman. His third career phase saw him successfully chairing a major restaurant company, further demonstrating his versatile leadership and business acumen​​. In the podcast, Chaney shared insights on various topics, including the challenges and rewards of executive coaching, the impact of artificial intelligence on business, and his strategies for driving group growth and effectiveness. His emphasis on opportunity over problem-solving and his anecdotal teachings provide valuable lessons for leaders and coaches alike​​. The Arete Coach Podcast seeks to explore the art and science of executive coaching. You can find out more about this podcast at aretecoach.io. This episode was produced on November 3, 2023. Copyright © 2024 by Arete Coach™ LLC. All rights reserved.

Ryan Tansom's remarkable journey from reviving his family's $21 million business to its 8-figure sale in 2014 exemplifies his entrepreneurial prowess. As the founder of Arkona and creator of the Intentional Growth™ Framework, he has redefined how entrepreneurs manage their businesses as financial assets, combining educational training with fractional CFO services. A mentor to over 400 entrepreneurs and a sought-after speaker at prestigious forums like Vistage Worldwide and Entrepreneurs Organization, Ryan also hosts the popular Intentional Growth™ podcast, featuring notable guests and amassing over 520k downloads. His story is a beacon of inspiration and strategic insight in the entrepreneurial landscape. Intentional GrowthIn 2019, Ryan created the Intentional Growth Academy. The academy was born out of Ryan's personal experience of reviving his father's business and facilitating its sale. He realized the importance of understanding the value of a business and making intentional decisions to grow and create wealth. The Intentional Growth™ Academy is designed to help middle market entrepreneurs understand and implement the principles of intentional growth in their businesses. The program covers topics such as: Vision planning. Financial targets. Exit options. Value growth. Team building. The goal of the academy is to empower entrepreneurs to make informed decisions and build businesses that create wealth and make an impact.The Five Principles of Intentional GrowthRyan's Intentional Growth™ Academy is built on five key principles that guide entrepreneurs in their pursuit of enterprise value: Vision: Clearly define what you want from your business and understand the why behind your goals. This clarity enables you to make strategic decisions aligned with your long-term vision. Financial Targets: Determine your target equity valuation and desired distributions. By setting specific financial goals, you can create a roadmap for growth and measure progress along the way. Exit Options: Explore various exit strategies, such as internal transfers, ESOPs, private equity, and strategic acquisitions. Understanding the different deal structures and their impact on your legacy and role allows you to choose the best option for your business. Grow Value: Invest in areas of your business that de-risk cash flow and increase its value. By focusing on factors like sustainable profitability, customer diversification, and operational efficiency, you can enhance the attractiveness of your business to potential buyers. Hire the Right Team: Surround yourself with advisors who understand your goals and can help you navigate the complexities of deals, taxes, estate planning, and more. Building a team of experts ensures that you have the right guidance and expertise to make informed decisions. By adopting the five principles outlined in the Intentional Growth™ Academy, entrepreneurs can create enterprise value, make strategic decisions, and ultimately achieve their long-term goals. Whether you're a seasoned business owner or just starting out, embracing intentional growth can transform your business and unlock its full potential. Get started with The Intentional Growth™ Starter Kit today!The Intentional Growth™ Starter Kit • • •For my full discussion with Ryan Tansom, and more on this topic and topics not featured on this blog post:Listen to the Full DealQuest Podcast Episode Here• • • FOR MORE ON RYAN TANSOM:https://arkona.io/ https://www.linkedin.com/in/ryan-tansom-4a440710/ Corey Kupfer is an expert strategist, negotiator, and dealmaker. He has more than 35 years of professional deal-making and negotiating experience. Corey is a successful entrepreneur, attorney, consultant, author, and professional speaker. He is deeply passionate about deal-driven growth. He is also the creator and host of the DealQuest Podcast. Get deal-ready with the DealQuest Podcast with Corey Kupfer, where like-minded entrepreneurs and business leaders converge, share insights and challenges, and success stories. Equip yourself with the tools, resources, and support necessary to navigate the complex yet rewarding world of dealmaking. Dive into the world of deal-driven growth today!

In this episode of Transform Your Workplace, host Brandon Laws explores the Q2 2023 CEO Confidence Index Report with Joe Galvin, Chief Research Officer at Vistage Worldwide. The report reveals insights into the economic sentiments of small and midsized business leaders. Before drafting your strategic plans and casting vision to your people, tune in to see what may be in store for 2024 and 2025.    TAKEAWAYS Combining CEO sentiment with economic data enables informed decision-making, positioning businesses for growth. Post-pandemic dynamics have created a feeling of uncertainty in the workplace. AI will augment, not replace, human workers, and it's crucial for retention in the modern workforce. While some industries face challenges, the overall sentiment indicates a soft landing in 2024 with optimism for growth in 2025 and beyond.   A QUICK GLIMPSE INTO OUR PODCAST 

More on YouTube? Check the video version on YoutubeWho is the Guest?David's inspiration and zest for life have been shaped by a lifetime of international adventures. With a current tally of more than 75 countries on six different continents.David is the founder and president of Rosell Wealth Management, an entrepreneurial firm located in Bend, OR. For over 20 years he has specialized in working with affluent individuals and families who are at or near retirement to help them live the life they have always imagined.As a recipient of the Retirement Distribution Certificate from the University of Pennsylvania's Wharton School of Business, David excels in making complicated financial planning topics easy to understand. An accomplished speaker, he has addressed international audiences numbering in the thousands, including the Million Dollar Roundtable® and Vistage Worldwide.David is the host of the podcast Recession-Proof Your Retirement and author of 2 other entertaining books that meld his passions of adventure and finance: Failure Is NOT an Option- Creating Certainty in the Uncertainty of Retirement and Keep Climbing- A Millennial's Guide to Financial Planning. He enjoys writing from his motorhome named Bennie.He has been featured on CNN Money, US News & World Report, Chicago Tribune, NBC News, NY Daily News, FOX Business, MSN Money, Yahoo Finance and NPR.His Life in Bend, Oregon and Jackson, Wyoming is constantly inspired by his two Children Sophie & Jack who are becoming seasoned travelers themselves. When he's not working or parenting, David indulges in downhill skiing, mountain biking and paddleboarding as well as traveling with his partner, Heather.Visit Him at:Website:https://www.rosellwealthmanagement.com/Linkedin:https://www.linkedin.com/in/davidmrosell/ Facebook:https://www.facebook.com/RosellWealthManagement Podcast:https://podcasts.apple.com/us/podcast/recession-proof-your-retirement-podcast/id1497198783 Start taking action right NOW!Goal-setting the right way! Hesitant to make the first step towards real estate investing? Axel learned the hard way- but you DON'T have to start that way. Feel free to talk to him :)Connect with us through social! We'd love to build a community of like-minded people like YOU!Support the show

On today's episode of The Dugout CEO, we are joined by Richard Rector, the Former CEO of Healthcare Staffing, former chair at Vistage Worldwide, and CEO coach. This episode explores the significance of hiring for attitude and passion and how it impacts team success.We also discuss the differences between leadership and management and the importance of effective networking in today's business landscape. Join us on this exciting new episode of the Dugout CEO!TOPICS FROM THIS EPISODE:The importance of teamwork and collaborationBuilding trust and effective communicationIdentifying and nurturing talentApplying baseball principles in a business contextConnect with Richard Rector: https://www.linkedin.com/in/richard-rector-713b721/Join our Free Newsletter:Friday Focus Newsletter: Receive actional tips to remove yourself from the daily grind of your business.Free Guides:Gain Control of Your Business: The proven process to help you out of the daily grind, gain control of your business, and have time to focus on what matters the most.Creating a Culture of Ownership: As a business owner, employees are either your biggest asset or biggest frustration; learn how to build a team of A players that get the job done without you.www.CaseyCavell.comFollow Casey on LinkedIn: https://www.linkedin.com/in/caseycavell/

David Zerfoss' first lessons came from a farm in Western Pennsylvania. When Zerfoss was tasked with being the President of Husqvarna Professional Products North America, those lessons came in handy. He built a culture of leadership, focus, and purpose. "People want to be a part of something bigger than themselves that they can be a part of." His leadership helped pave the way to a 1700% growth in sales. Zerfoss serves business leaders at a Master Chair at Vistage Worldwide. In the episode, he talks about the benefits of surrounding yourself with like minded individuals. He speaks to the importance of constantly growing and learning. He shares many more lessons that are invaluable to business leaders.

Originally posted in March, we couldn't be happier to share Rob's interview with his good friend, Mike Thorne, Mike's focus of work is Human Transformation. He accomplishes this through an association with Vistage Worldwide, the largest Peer Advisory firm, and his work as Chairman of the National Council for Adoption.As the author of the new book, Hustle With Heart: Unlocking Self-Worth Through Personal Trust Communities, he works to help people transform and thrive - at home and at work - to find a better way forward with their lives.Mike is the former President of Yankee Candle and Russell Athletic and most recently CEO of Challenger Turf. He is a father of 3 adult daughters and has been married to his best friend for over 32 years. He invests his time with high integrity growth oriented leaders (and/or their leadership) who care about humanity and the environmentAt age 46, Mike met his biological Mom and siblings, but not his dad. He was told that his dad didn't like successful people, but was talented at breaking and entering. Sitting in a living room with people he shared blood with but had never known until then was a turning point - Grateful vs resentful.Mike shares so much in this interview with Rob Scheer, including these messages:Take care of your thoughts when alone. Take care of your words when with other people.The struggle of believing to belong: Belong. Build. BelieveOther Key Story Notes:

In this week's episode, Chief Victory Officer, Eric Guy and Master Chair of Vistage Worldwide, Dick Singer, discuss leadership trends for 2023. They also share how leaders can contribute to their employees wellbeing and happiness.Takeaways:- It is critical that leaders have empathy and emotional intelligence to understand their employees.- Employees want to feel valued by their leaders.- Educate your employees by investing in them.- Employers need to be open and transparent so their employees feel they can be heard.- Don't rely on your gut feeling when hiring new employees.- When you empower your employees to do their job, you'll experience increased engagement and growth, because you're giving them an opportunity to be their own boss.- Create a psychologically safe culture for your employees.- Make sure that your employees know your company's vision so they can feel apart of it and live it.Quotes:- When you invest in your employees, you get a lot more stickiness.- Have a ‘to do' list and ‘to don't' list.- Focus on employee well-being and happiness.

Throughout life, we all face challenges and setbacks – some of which may seem devastating. However, one of the most important factors determining whether these challenges will “make or break” you is your attitude. While it can be difficult to stay positive at all times, there are several steps you can take on a daily basis to rebuild your attitude and approach life's challenges with clarity and strength.  Boaz Rauchwerger, our guest in Episode 146 of The MINDSet Game® podcast, first learned about the importance of attitude from his mother. Despite tragically losing her parents and four of her siblings in the Holocaust, Boaz's mom managed to maintain a positive attitude throughout her life. Drawing inspiration from her lessons and from his own experiences, Boaz has had a successful career as a consultant, author, and keynote speaker, including 20 years as a speaker with Vistage Worldwide. In this week's episode, Boaz shares several insights about how to achieve happiness and success through building a positive attitude, including: The value of reading, and two classic books Boaz recommends that everyone read at least three times: “How to Win Friends and Influence People” by Dale Carnegie, and “Think and Grow Rich” by Napoleon Hill Several specific affirmations to repeat at the beginning and end of each day, such as “everything I touch prospers and succeeds” and “I make amazing things happen daily.” The concept of “goal cards” as a way to change habits and achieve your goals Techniques for handling negative emotions that may compromise your attitude and take you further from your goals To connect with Boaz, he invites listeners to call or text him at (619) 723-3007. He also offers a complimentary session for his consulting services, through which he helps organizations change employees' attitudes and thereby raise the culture of the whole company. To subscribe to The MINDset Game, visit www.TheMINDsetGame.com.  

Frequently, entrepreneurs experience a moment of success but then find themselves stuck, unsure of how to move forward from that point. This was also the case for Mike Malatesta, as discussed in a recent episode of The Retire As You Desire podcast. Host Bill Bloom is joined by Mike, who is not only an entrepreneur but also an investor, author, host, and creator of the How'd it Happen Podcast. Together, they delve into Mike's book Owner Shift and his upcoming ambitious goals.  Mike Malatesta started his first business in 1992, seven months after being fired from a company he had dreamed he might lead one day. Over the next twenty-two years, he helped run, lead, and grow that startup, selling it for more money than he could have imagined.  Mike, the How'd It Happen podcast creator, is deep into his second startup and an active early-stage investor. His mission is to help as many entrepreneurs as he can to create companies that improve people's lives and, maybe, the world.  Mike lives in Wisconsin with his wife, Jamy. He's active in YPO, Abundance 360, and Vistage Worldwide.   Where to find Mike: Website: https://mikemalatesta.com/LinkedIn: https://www.linkedin.com/in/mikemalatesta/ Twitter: https://twitter.com/MikeMalatesta Grab a copy of Owner Shift: How Getting Selfish Got Me Unstuck at https://amzn.to/3LpaBSY  Show notes: [0:00] Breakdown or take a break [5:40] On his podcast's success [8:56] How writing the book changed his way of thinking [12:49] Mike's biggest financial goal moving forward [14:12] Where to pick up a copy of Mike's book, Owner Shift [15:35] Outro   Connect with Bill Bloom  Web: https://www.bloomfinancialco.com/ https://bloomfinancialco.kartra.com/page/bNJ87 Email: bill@bloomfinancial.us  LinkedIn: https://www.linkedin.com/in/bloomfinancial/ FB: https://www.facebook.com/retireasyoudesirepodcast   Securities and investment advisory services offered through Woodbury Financial Services, Inc. (WFS) member FINRA/SIPC. WFS. is separately owned and other entities and/or marketing names, products or services referenced here are independent of WFS.   Views expressed in this podcast are for general informational purposes only and are not intended to provide or be a substitute for specific professional financial, tax or legal advice or recommendations for any individuals. Information is based on sources believed to be reliable; however, their accuracy or completeness cannot be guaranteed.

Frequently, entrepreneurs experience a moment of success but then find themselves stuck, unsure of how to move forward from that point. This was also the case for Mike Malatesta, as discussed in a recent episode of The Retire As You Desire podcast. Host Bill Bloom is joined by Mike, who is not only an entrepreneur but also an investor, author, host, and creator of the How'd it Happen Podcast. Together, they delve into Mike's book Owner Shift and his upcoming ambitious goals.  Mike Malatesta started his first business in 1992, seven months after being fired from a company he had dreamed he might lead one day. Over the next twenty-two years, he helped run, lead, and grow that startup, selling it for more money than he could have imagined.  Mike, the How'd It Happen podcast creator, is deep into his second startup and an active early-stage investor. His mission is to help as many entrepreneurs as he can to create companies that improve people's lives and, maybe, the world.  Mike lives in Wisconsin with his wife, Jamy. He's active in YPO, Abundance 360, and Vistage Worldwide.   Where to find Mike: Website: https://mikemalatesta.com/LinkedIn: https://www.linkedin.com/in/mikemalatesta/ Twitter: https://twitter.com/MikeMalatesta Grab a copy of Owner Shift: How Getting Selfish Got Me Unstuck at https://amzn.to/3LpaBSY   Show notes: [2:15] What was it like for Mike to sell his 2nd company [6:32] Why was it important to him to bring up the next generation and teach them? [8:56] Which one of the sales of his companies was more rewarding for Mike? [11:49] Mike's new book: Owner Shift [14:58] What does Owner Shift mean?   Connect with Bill Bloom  Web: https://www.bloomfinancialco.com/ https://bloomfinancialco.kartra.com/page/bNJ87 Email: bill@bloomfinancial.us  LinkedIn: https://www.linkedin.com/in/bloomfinancial/ FB: https://www.facebook.com/retireasyoudesirepodcast   Securities and investment advisory services offered through Woodbury Financial Services, Inc. (WFS) member FINRA/SIPC. WFS. is separately owned and other entities and/or marketing names, products or services referenced here are independent of WFS.   Views expressed in this podcast are for general informational purposes only and are not intended to provide or be a substitute for specific professional financial, tax or legal advice or recommendations for any individuals. Information is based on sources believed to be reliable; however, their accuracy or completeness cannot be guaranteed.

Mike Thorne's focus of work is Human Transformation. He accomplishes this through an association with Vistage Worldwide, the largest Peer Advisory firm, and his work as Chairman of the National Council for Adoption.As the author of the new book, Hustle With Heart: Unlocking Self-Worth Through Personal Trust Communities, he works to help people transform and thrive - at home and at work - to find a better way forward with their lives.Mike is the former President of Yankee Candle and Russell Athletic and most recently CEO of Challenger Turf. He is a father of 3 adult daughters and has been married to his best friend for over 32 years. He invests his time with high integrity growth oriented leaders (and/or their leadership) who care about humanity and the environmentAt age 46, Mike met his biological Mom and siblings, but not his dad. He was told that his dad didn't like successful people, but was talented at breaking and entering. Sitting in a living room with people he shared blood with but had never known until then was a turning point - Grateful vs resentful.Mike shares so much in this interview with Rob Scheer, including these messages:Take care of your thoughts when alone. Take care of your words when with other people.The struggle of believing to belong: Belong. Build. BelieveOther Key Story Notes:

On this episode, Ami Kassar interviews Peter Schwartz, Vistage Chair and CEO Coach, on what he means when he talks about helping leaders develop their inner and outer game. Peter has over 30 years of experience taking early-stage concepts and companies to maturity. He has been a Chair with Vistage Worldwide since 2005. In 2013, Peter was named Best Practice Chair for the Washington DC/Baltimore market. A Master Chair and 4-time STAR award winner, Peter was selected from over 550 Vistage Chairs to receive the Robert Nourse “Vistage Chair of the Year” award in May 2016. In 2020, Peter received the “Don Cope Memorial” Award, the highest honor a Vistage Chair can receive. As a Vistage Chair and CEO Coach, Peter became fascinated with leadership development early in his Vistage Career. He believes leadership development is at the center of the Vistage Value Proposition. Consequently, he has obtained a number of certifications in leadership development, in particular, The Leadership Circle and The Leadership System. Peter uses this instrument/program extensively in his Vistage Practice. Recently 13 senior leaders of a Fortune 50 company formed a “Vistage Inside Group”. This group went on a year-long leadership development journey utilizing the TLC 360 profiles and the accompanying Leadership System. Peter resides in Reston, VA, and Mt Pleasant, SC. He graduated with a BS in Psychology from Old Dominion University. He is a graduate of Georgetown University's Leadership Coaching Certification; Harvard's “Immunity to Change” Coaching program; and is currently leading the Vistage/Stanford Executive Leaders Program for select Vistage CEOs in the Mid-Atlantic. Recorded 12/21/2022.

Rockin into the new year with our last show of this year. We cover some important EV tax credit updates, talk about hiring getting easier, and we give our top 5 ‘all gas no brake' moments of 2022. IRA Tax CreditsStarting Jan 1, there will be a first-ever EV tax credit for commercial vehicles from $7500-40k letting small and large businesses take advantage of the incentiveVehicle weight determines credit level under 14k and over 14k lbsCan cover up to 30% of the cost of the vehicleTravis Katz, CEO of General Motors' BrightDrop, said "We're already hearing from customers that they're excited about this," which counts FedEx, Walmart and DHL Express Canada as customers.The $7500 consumer incentive can be used on a lease according to new guidance from the US treasuryAccording to a survey conducted by Vistage Worldwide for The Wall Street Journal in December a higher percentage of small business owners reported that it was easier to hire workers.25% of the more than 650 entrepreneurs surveyed said it was easier to fill job openings now than at the start of 2022, an increase from 18% in November. Some small business owners attributed the shift to steps such as raising pay, adding apprenticeship programs, and rewriting job ads, while others reported an increase in applicants as competitors pulled back on hiring or began layoffsAlso cited was a slow down in work making workloads more manageable and quality of the overall job betterTop 5 All Gas, No Brake Moments FarleyMuskScoutEV Tax Credit LawsCaliforniaGet the Daily Push Back email at https://www.asotu.com/ JOIN the conversation on LinkedIn at: https://www.linkedin.com/company/asotu/ Read our most recent email at: https://www.asotu.com/media/push-back-email Share your positive dealer stories: https://www.asotu.com/positivity ASOTU Instagram: https://www.instagram.com/automotivestateoftheunion

Trace Blackmore brings back podcast favorite Tim Fulton, President of Small Business Matters, Vistage Chair Emeritus, and Executive Coach back to the Scaling UP! H2O Podcast to talk about being a small business owner, leadership, how to become a better leader, Masterminds, and so much more! Tim Fulton is one of Trace Blackmore's most trusted mentors. It is an honor to have Tim back on the show to talk about a topic that will surely help your business, your employees, and you as a leader. Tim answers: What is Vistage and what is the purpose of Masterminds and Peer-to-Peer Groups? What is Talent Matters and how can business owners keep the talent they already have? What are the 12 questions that employees want to be answered by their employers? What's the importance of a mission statement for a company? Why is it important to have a best friend at work? What can companies do to foster good relationships with employees? Why shouldn't businesses do reviews, and what should they do instead? What can the Scaling UP! Nation take away from how SeaWorld trains their whales?  How can business owners make sure that they have a culture their employees thrive on? What's the most important thing a leader needs to do? What was it like being a business owner in  1992 when Hurricane Andrew hit Florida?  Bottom line: Tim Fulton tells us how to retain top talent today.   Timestamps:  Learning from your mistakes[01:00] Thinking On Water With James  [04:55] Inspiring interview Tim Fulton, President of Small Business Matters, Vistage Chair Emeritus, and Executive Coach [06:14] Closing thoughts on joining a Mastermind and how it helps you create your best self  [57:27]  Upcoming Events for Water Treatment Professionals [1:06:00]   Thinking On Water With James:  In this week's episode, we're thinking about mixing acid and water together.  If you get this wrong, it can be quite dangerous and destructive.  Should you mix acid in water or vice versa?  What happens when you mix acid and water together?  What's the worst that can occur if you get this wrong?  What concerns could you have with feeding acid to a cooling tower, upstream of an RO, or other applications?  Seriously, take this week and think about the proper way of mixing acid and water together and how acid should be fed in various applications.  Your safety and that of those around you may depend upon it.    Quotes: “Companies with strong purpose and strong mission outperform companies whose focus is on revenue and profit - every time.” - Tim Fulton  “Stop the madness. Performance reviews don't work. Instead, do performance previews where we talk about the future.” - Tim Fulton  “So much about leadership is not having all the answers, but asking the right questions.” - Tim Fulton  “As leaders, we need to celebrate success and under-criticize failure.” - Tim Fulton  “I've learned that people will forget what you said, people will forget what you did, but people will never forget how you made them feel.” - Maya Angelou   Connect with Tim Fulton:  LinkedIn: in/timcfulton   Twitter: @tf_sbm Website: smallbusinessmattersonline.com  Small Business Matters Bootcamp:  smallbusinessmattersonline.com/small-business-boot-camp   Links Mentioned:  Vistage Worldwide, Inc. The University of Georgia: Small Business Development Center 022 The One with Tim Fulton 092 The One About My TED Talk Experience 114 The One Where We Talk Masterminds Small Business Matters Conference Association of Water Technologies' Trainings and Seminars   Events:  Check out our Scaling UP! H2O Events Calendar where we've listed every event Water Treaters should be aware of by clicking HERE  or using the dropdown menu.    Books Mentioned:  First, Break All the Rules: What the World's Greatest Managers Do Differently by Marcus Buckingham et. al Start with Why: How Great Leaders Inspire Everyone to Take Action by Simon Sinek Good To Great by Jim Collins     

More on YouTube? Check the video version on YoutubeWho is the Guest? YoutubeDavid's inspiration and zest for life have been shaped by a lifetime of international adventures. With a current tally of more than 75 countries on six different continents.David is the founder and president of Rosell Wealth Management, an entrepreneurial firm located in Bend, OR. For over 20 years he has specialized in working with affluent individuals and families who are at or near retirement to help them live the life they have always imagined.As a recipient of the Retirement Distribution Certificate from the University of Pennsylvania's Wharton School of Business, David excels in making complicated financial planning topics easy to understand. An accomplished speaker, he has addressed international audiences numbering in the thousands, including the Million Dollar Roundtable® and Vistage Worldwide.David is the host of the podcast Recession Proof Your Retirement and author of 2 other entertaining books that meld his passions of adventure and finance: Failure Is NOT an Option- Creating Certainty in the Uncertainty of Retirement and Keep Climbing- A Millennial's Guide to Financial Planning. He enjoys writing from his motorhome named Bennie.He has been featured on CNN Money, US News & World Report, Chicago Tribune, NBC News, NY Daily News, FOX Business, MSN Money, Yahoo Finance, and NPR.His Life in Bend, Oregon, and Jackson, Wyoming is constantly inspired by his two Children Sophie & Jack who are becoming seasoned travelers themselves. When he's not working or parenting, David indulges in downhill skiing, mountain biking, and paddleboarding as well as traveling with his partner, Heather.Visit him at:  Website: https://www.davidrosell.com/ & https://www.rosellwealthmanagement.com/ LinkedIn: https://www.linkedin.com/in/davidmrosell/ Buy His Book's at:https://www.amazon.com/David-Rosell/e/B07KWJ93Y1/ref=dp_byline_cont_pop_book_1Start taking action right NOW!Goal-setting the right way! Hesitant to make the first step towards real estate investing? Axel learned the hard way- but you DON'T have to start that way. Feel free to talk to him :)Connect with us through social! We'd love to build a community of like-minded people like YOU!

Today, I have a big announcement. I am proud to officially introduce a new, core element of the podcast: The Success Portfolio. An investment portfolio is the compilation of investments that lay the foundation for financial goals. Here on The Eric Mueller Show, I want to discover how successful people "invest" in themselves and build the foundation for their success. My guests will share with you the skills, traits, habits, mindsets, and attributes that make up their success portfolios and keep them at the top of their game. Today's guest, David Rosell, will be the first to share with us what makes up his Success Portfolio. David is the founder and president of Rosell Wealth Management, an entrepreneurial firm located in Bend, OR. For over 20 years, he has specialized in working with individuals and families who are at or near retirement to help them live the life they have always imagined. David's inspiration and zest for life have been shaped by a lifetime of international adventures. With a current tally of more than 75 countries on six different continents, his quest for extreme travel has included hitchhiking from Nairobi to Cape Town, Africa and climbing the infamous peaks of the Nepalese Himalayas. He was even one of the privileged to partake in tearing down the Berlin Wall. As a recipient of the Retirement Distribution Certificate from the University of Pennsylvania's Wharton School of Business, David excels in making complicated financial planning topics easy to understand. An accomplished speaker, he has addressed international audiences numbering in the thousands, including the Million Dollar Roundtable® and Vistage Worldwide. David is the author of 2 entertaining books that meld his passions of adventure and finance: Failure Is NOT an Option - Creating Certainty in the Uncertainty of Retirement and Keep Climbing - A Millennial's Guide to Financial Planning. Quote of the episode: · “Do ordinary things extraordinarily well.” – David Rosell Highlights of the episode: · Introducing The Success Portfolio · Why David despises the word retirement · Penny doubled every day for 30 days or 1 million dollars today · Second half of your financial journey (coming down the mountain) takes the most planning and harbors the greatest amount of risk Additional resources: · DavidRosell.com · Rosell Wealth Management · Recession Proof Your Retirement (David's podcast) · Failure is NOT an Option by David Rosell · Keep Climbing by David Rosell ------------------------------------------------------------------------------------------------------------------------------- ------------------------------------------------------------------------------------------------------------------------------- Subscribe to the show: · Apple Podcasts · EricRMueller.com · Spotify --- Support this podcast: https://anchor.fm/ericmuellershow/support

Often, entrepreneurs hit success, and then it just stops there in that one success. They get stuck, and then they don't know how else to move on from there. The same is true for Mike Malatesta. In this episode of The Retire As You Desire podcast, host Bill Bloom is joined by Entrepreneur, Investor, Author, Host & Creator of How'd it Happen Podcast to talk about Mike's book Owner Shift and his next big goal.   Mike Malatesta started his first business in 1992, seven months after being fired from a company he had dreamed he might lead one day. Over the next twenty-two years, he helped run, lead, and grow that startup, selling it for more money than he could have imagined.   Mike, the How'd It Happen podcast creator, is deep into his second startup and an active early-stage investor. His mission is to help as many entrepreneurs as he can to create companies that improve people's lives and, maybe, the world.   Mike lives in Wisconsin with his wife, Jamy. He's active in YPO, Abundance 360, and Vistage Worldwide.   Where to find Mike: Website: https://mikemalatesta.com/ LinkedIn: https://www.linkedin.com/in/mikemalatesta/ Twitter: https://twitter.com/MikeMalatesta   Grab a copy of Owner Shift: How Getting Selfish Got Me Unstuck at https://www.amazon.com/Owner-Shift-Getting-Selfish-Unstuck/dp/1544523912/     Show notes: [2:15] What was it like for Mike to sell his 2nd company [6:32] Why was it important to him to bring up the next generation and teach them? [8:56] Which one of the sales of his companies was more rewarding for Mike? [11:49] Mike's new book: Owner Shift [14:58] What does Owner Shift mean? [23:22] Breakdown or take a break [29:13] On his podcast's success [32:17] How writing the book changed his way of thinking [36:11] Mike's biggest financial goal moving forward [37:34] Where to pick up a copy of Mike's book, Owner Shift     Connect with Bill Bloom  Web: https://www.bloomfinancialco.com/ https://bloomfinancialco.kartra.com/page/bNJ87 Email: bill@bloomfinancial.us  LinkedIn: https://www.linkedin.com/in/bloomfinancial/ FB: https://www.facebook.com/retireasyoudesirepodcast   Securities and investment advisory services offered through Woodbury Financial Services, Inc. (WFS) member FINRA/SIPC. WFS. is separately owned and other entities and/or marketing names, products or services referenced here are independent of WFS.   Views expressed in this podcast are for general informational purposes only and are not intended to provide or be a substitute for specific professional financial, tax or legal advice or recommendations for any individuals. Information is based on sources believed to be reliable; however, their accuracy or completeness cannot be guaranteed.

Aviva Wolmer / CEO of Empower Leadership LLC, Vistage Chair of Vistage Worldwide Inc. My purpose is to enhance the lives of others. I want to inspire others to become the leaders they can be through helping them to envision their goals and dreams both personal and professional and empowering them with the clarity and accountability they need to achieve them. As a Vistage Chair, I facilitate group meetings of high-caliber CEOs, senior executives and business owners who help each other grow their companies. Members are fully present, engaged and ready to become better leaders. I challenge each one to continuously exit their comfort zone and strive to improve. I also host a podcast, "Beyond the Comfort Zone." Prior to being a Chair, I was CEO of Pacesetter, where my unique focus on technology, developing talent, and strong family culture made me a pioneer in the steel industry. I challenged preconceptions of the industry, benefiting not only Pacesetter but also the entire market. My culture-based people-focused approach drove results. I invested in my team through coaching and professional development, providing the tools to generate ideas, drive strategy and execute. I have relentless enthusiasm for continued learning and self-development, bringing new ideas to drive innovation and growth in a positive and engaging culture that encourages giving to one another and the community. When I became CEO, I immediately joined a Vistage group to get the support and guidance of people in similar positions. For 6 years, I relied on the wisdom of the group to help me process complex issues and make tough decisions on topics such as talent, M&A, and change management. Now as a Vistage Chair, I get to create an environment that brings diverse perspectives and experiences to CEOs who have a desire to grow and scale their businesses or achieve their visions faster. A mastermind of other CEOs who can come together regularly to share ideas and experiences and help one another avoid wrong turns and accelerate towards their goals. I also host a Podcast and video series: "Beyond the Comfort Zone" geared towards business leaders looking to expand their comfort zones and grow. Making a difference in the community is just as important as making a profit. I have had a longstanding commitment to giving back, including my participation with the Pacesetter Team in the Susan G. Komen 3-Day Walk for 5 years, as well as the It's a Journey walks. I served on the Rabbi Search Committee for my Synagogue and co-chaired the Rabbi Transition Committee focusing on a smooth transition of leadership during a time of transformation. Now I lead the communications committee for the Synagogue. When not in the office, I can be found with my husband Michael, son Ari, and dog Violet, spending time with friends and family, or enjoying the outdoors. https://youtu.be/Okel-Sg0-sw Ted Jenkin / Oxygen Financial (Host) Lee Heisman / Savant CTS (Host) Aviva Wolmer / Empower Leadership LLC, Vistage Worldwide Inc. (Guest)

Today's guest is Founder and Chief Executive Officer of the Tennessee company, MUSIC CITY CHIEF EXECUTIVES, Clark Vitulli. Clark chairs four groups totaling 70+ CEOs, Business Owners, Key Executives and Emerging Leaders, totaling $3.1 B in revenues under contract in the Nashville area, on behalf of VISTAGE Worldwide. Over the course of his career, Clark has had the privilege to help lead many business units and executive leaders, and now partners with VISTAGE to continue his three business passions: - helping companies and leaders grow - helping plan their successful exits - and "giving back." Clark is a four-time winner of the VISTAGE Chair Excellence Award and also Rookie of the Year Award. He is also a Senior Executive with hands-on leadership experience with large OEM corporations ($5.5B in sales), over 10,000 retail dealerships, turn-arounds, brand building, manufacturing, product launches and successful start-ups that bring vast breadth and depth of executive leadership experience and qualifications with many businesses. Watch now and learn how you can start planning for your next biggest success story. Love the show? Subscribe, rate, review & share! https://therealjasonduncan.com/podcast Learn more about your ad choices. Visit megaphone.fm/adchoices

In several earlier conversations on this show, guests have pointed out that these days many people are living into their nineties and that in many locales, centenarians are the fastest growing segment of the population. Yet as longevity increases, many people will very likely not have accumulated enough wealth to sustain the comfortable lifestyle they were accustomed to. Here to share his perspective on longevity and money is, David Rosell, founder and president of Rosell Wealth Management, and author of Failure Is NOT an Option- Creating Certainty in the Uncertainty of Retirement.I was reflecting that what really constitutes wealth and a comfortable lifestyle is not just a question for our current times. Greek philosophers pondered this same question 2000 years ago. Around 300 BC Plato said “The greatest wealth is to live content with little” while 400 years later, Stoic philosopher, Epictetus, echoed this thought  “Wealth consists not In having great possessions but in having few wants.” So the questions for those looking ahead from mid-life retirement to several decades of life, become what are our essential wants, and what will we need to live content in a world that is vastly different not only from 2000 years ago but from a mere 100 years ago? To answer these questions, for over 20 years David Rosell has specialized in working with affluent individuals and families who are at or near retirement to help them live the life they have always imagined. David's inspiration and zest for life have been shaped by a lifetime of international adventures. With a current tally of more than 75 countries on six different continents, his quest for extreme travel has included hitchhiking from Nairobi to Cape Town, Africa and climbing the infamous peaks of the Nepalese Himalayas. He was even partook in tearing down the Berlin Wall.As a recipient of the Retirement Distribution Certificate from the University of Pennsylvania's Wharton School of Business, David excels in making complicated financial planning topics easy to understand. An accomplished speaker, he has addressed international audiences numbering in the thousands, including the Million Dollar Roundtable® and Vistage Worldwide. David is also the author of a second book that melds his passions of adventure and finance: Keep Climbing - A Millennial's Guide to Financial Planning. As a grandmother, I loved reading that David dedicated Failure is Not an Option, to his grandmother, Ruth, whose financial and life lessons shaped him into the successful man he is today. His adventure travel stories lead to insights about wants, wealth and contentment. To learn more about David, check out the links below.  david@rosellwealthmanagement.com Facebook: https://www.facebook.com/DavidMRosell LinkedIn:  https://www.linkedin.com/in/davidmrosell/  To contact Dr. Gillian Lockitch or create your roadmap to Growing Older Living Younger, Schedule a Living Younger Discovery call with me at https://calendly.com/askdrgill/discovery-phone-chat   Order your copy of Growing Older Living Younger: The Science of Aging Gracefully and The Art of Retiring Comfortably at www,gillianlockitch.com or www.askdrgill.com 

In this episode of Maximize Business Value, we continue a series from last year entitled Tales From The 17% Club. Featured this week is former president of TRI HoldCo, Inc., Mark Olander, who successfully sold his company to his employees in 2020. Be sure to tune in for some expert advice on planning your exit - from someone who's been through it!Mark Olander is an experienced executive, having formerly been the President and CEO of TRI HoldCo, Inc. Mark brings decades of business and corporate experience in multiple fields, and he understands what strengths great CEOs possess. Mark is currently Vistage Chair for Vistage Worldwide, Inc., an executive coaching organization.Tom Bronson is the founder and President of Mastery Partners, a company that helps business owners maximize business value, design exit strategy, and transition their business on their terms. Mastery utilizes proven techniques and strategies that dramatically improve business value that was developed during Tom's career 100 business transactions as either a business buyer or seller. As a business owner himself, he has been in your situation a hundred times, and he knows what it takes to craft the right strategy. Bronson is passionate about helping business owners and has the experience to do it. Want to chat more or think Tom can help you?  Reach out at tom@masterypartners.com or check out his book, Maximize Business Value, Begin with The Exit in Mind  (2020).Mastery Partners, where our mission is to equip business owners to Maximize Business Value so they can transition their business on their terms.  Our mission was born from the lessons we've learned from over 100 business transactions, which fuels our desire to share our experiences and wisdom so you can succeed.

David's inspiration and zest for life have been shaped by a lifetime of international adventures. With a current tally of more than 75 countries on six different continents, his quest for extreme travel has included hitchhiking from Nairobi to Cape Town, Africa and climbing the infamous peaks of the Nepalese Himalayas. He was even one of the privileged to partake in tearing down the Berlin Wall. David is the founder and president of Rosell Wealth Management, an entrepreneurial firm located in Bend, OR. For over 20 years he has specialized in working with affluent individuals and families who are at or near retirement to help them live the life they have always imagined. His company was a select finalist for the management of the $500,000,000 Oregon 529 College Fund.   As a recipient of the Retirement Distribution Certificate from the University of Pennsylvania's Wharton School of Business, David excels in making complicated financial planning topics easy to understand. An accomplished speaker, he has addressed international audiences numbering in the thousands, including the Million Dollar Roundtable® and Vistage Worldwide. He has been featured on CNN Money, US News & World Report, Chicago Tribune, NBC News, NY Daily News, FOX Business, MSN Money, Yahoo Finance and NPR.   Let's dive in! [00:01 - 10:53] Opening Segment David has traveled the whole (almost) world David's grandma was waaay ahead of her time! She taught him his foundation with  Compound interest is REALLY powerful   [10:54 - 18:16] David's Aha! moment From seal coating to wealth management The way back down concept explained  The greatest mountaineer What could go wrong in the descent Coping with inflation   [18:17 - 25:28] What to do differently in the distribution phase Be financially self-actualized On social insecurity David's tips for our generation Our lives 20 years from now Diversification: venture into alternative assets   [25:29 - 35:46] Closing Segment  How is David an effective independent financial advisor Companies could care less about their employees A Generational impact Final words   Connect to David: Shoot him an email at david@rosellwealthmanagement.com visit his website at www.RosellWealthManagement.com   Listen and subscribe to David's podcast: Recession Proof Your Retirement   David is the author of 2 entertaining books that meld his passions of adventure and finance: Failure Is NOT an Option - Creating Certainty in the Uncertainty of Retirement; and  Keep Climbing - A Millennial's Guide to Financial Planning. WANT TO LEARN MORE?   Connect with me through LinkedIn   Or send me an email sujata@luxe-cap.com   Visit my website www.luxe-cap.com or my YouTube channel   Thanks for tuning in!     If you liked my show, LEAVE A 5-STAR REVIEW, like, and subscribe! Tweetable Quotes   "If you'd be telling me that in 10 years, I'd be seal coating driveways and traveling, spending a month in 6 different countries every year, I would not believe you.” - David Rosell   "If it is to be, it's up to me.” - David Rosell   "I realized that it's the descent, the distribution phase that also takes on the most amount of rest and needs the most amount of planning.” - David Rosell

David's inspiration and zest for life have been shaped by a lifetime of international adventures. With a current tally of more than 75 countries on six different continents, his quest for extreme travel has included hitchhiking from Nairobi to Cape Town, Africa and climbing the infamous peaks of the Nepalese Himalayas. He was even one of the privileged to partake in tearing down the Berlin Wall. David is the founder and president of Rosell Wealth Management, an entrepreneurial firm located in Bend, OR. For over 20 years he has specialized in working with affluent individuals and families who are at or near retirement to help them live the life they have always imagined. His company was a select finalist for the management of the $500,000,000 Oregon 529 College Fund. As a recipient of the Retirement Distribution Certificate from the University of Pennsylvania's Wharton School of Business, David excels in making complicated financial planning topics easy to understand. An accomplished speaker, he has addressed international audiences numbering in the thousands, including the Million Dollar Roundtable® and Vistage Worldwide. David is the host of the podcast Recession Proof Your Retirement and author of 2 entertaining books that meld his passions of adventure and finance:: Failure Is NOT an Option- Creating Certainty in the Uncertainty of Retirement and Keep Climbing- A Millennial's Guide to Financial Planning. He has been featured on CNN Money, US News & World Report, Chicago Tribune, NBC News, NY Daily News, FOX Business, MSN Money, Yahoo Finance and NPR.

Steve Brody presents the use of personality tests in being effective tools in creating self awareness and understanding organizational culture. He also recalls the lessons he learned from working with a mentor early on in his career. Additionally, Steve sheds light on his marketing strategies, CEO mastermind groups, transitions of firms post-acquisition, and more! Mentioned on the episode: https://birkman.com/ (Birkman International) https://www.discprofile.com/what-is-disc (Disc) https://www.myersbriggs.org/my-mbti-personality-type/mbti-basics/ (Myers Briggs) https://www.vistage.com/ (Vistage Worldwide) https://www.amazon.co.uk/What-Happens-after-Sale-Insights-ebook/dp/B019SR3T26 (What Happens After the Sale) Connect with Steve on https://linkedin.com/in/stevebrody (LinkedIn) His https://brodyassociates.net/ (website)

Business success can seem elusive. How do you get where you need to be and grow an organization you're proud of? For Les Postnikoff, the key to unlocking career advancement was higher order thinking. For decades, this helped him develop a fulfilling career, and now he helps others do the same.Les Postnikoff is a Coach who works with high performers and those who aspire to be high performers. His approach is built on a framework of systematics, higher order thinking and principles of mindset mastery which he uses to introduce new mental models. The mental models help clients think differently, achieve more and live better lives. Les's background includes executive leadership roles with organizations throughout North America and around the world, as well as more than a decade as a business owner. The range of companies he has led or provided guidance for includes Fortune 500 companies, early stage start-ups, publicly listed dot com's and international technology companies. He served as a Chair for TEC Canada (known as Vistage Worldwide) before launching the Higher Order Thinking program, and still continues with his private practice. Les works with individuals and businesses who are interested in growth, including C-suite executives, small business owners, athletes, business professionals and entrepreneurs.  By building on his own experiences, Les is able to help clients use a Higher Order Thinking approach to achieve their own version of personal and business success. From humble beginnings on the Canadian prairies, he weaves stories of living as an expat in a war zone, leading international technology companies, owning his own golf course, running ultra-marathons in South Africa, and now managing Parkinson's Disease by living his own life by design. He thrives by helping others do the same.Read more at: petite2queen.com/ higher-order-thinking-businessSupport the show (https://p2q.link/donate)

Often, entrepreneurs hit success, and then it just stops there in that one success. They get stuck, and then they don't know how else to move on from there. The same is true for Mike Malatesta. In this episode of The Retire As You Desire podcast, host Bill Bloom is joined by Entrepreneur, Investor, Author, Host & Creator of How'd it Happen Podcast to talk about Mike's book Owner Shift and his next big goal.   Mike Malatesta started his first business in 1992, seven months after being fired from a company he had dreamed he might lead one day. Over the next twenty-two years, he helped run, lead, and grow that startup, selling it for more money than he could have imagined.   Mike, the How'd It Happen podcast creator, is deep into his second startup and an active early-stage investor. His mission is to help as many entrepreneurs as he can to create companies that improve people's lives and, maybe, the world.   Mike lives in Wisconsin with his wife, Jamy. He's active in YPO, Abundance 360, and Vistage Worldwide.   Where to find Mike: Website: https://mikemalatesta.com/ LinkedIn: https://www.linkedin.com/in/mikemalatesta/ Twitter: https://twitter.com/MikeMalatesta   Grab a copy of Owner Shift: How Getting Selfish Got Me Unstuck at https://www.amazon.com/Owner-Shift-Getting-Selfish-Unstuck/dp/1544523912/     Show notes: [2:15] What was it like for Mike to sell his 2nd company [6:32] Why was it important to him to bring up the next generation and teach them? [8:56] Which one of the sales of his companies was more rewarding for Mike? [11:49] Mike's new book: Owner Shift [14:58] What does Owner Shift mean? [23:22] Breakdown or take a break [29:13] On his podcast's success [32:17] How writing the book changed his way of thinking [36:11] Mike's biggest financial goal moving forward [37:34] Where to pick up a copy of Mike's book, Owner Shift     Connect with Bill Bloom  Web: https://www.bloomfinancialco.com/ https://bloomfinancialco.kartra.com/page/bNJ87 Email: bill@bloomfinancial.us  LinkedIn: https://www.linkedin.com/in/bloomfinancial/ FB: https://www.facebook.com/retireasyoudesirepodcast   Securities and investment advisory services offered through Woodbury Financial Services, Inc. (WFS) member FINRA/SIPC. WFS. is separately owned and other entities and/or marketing names, products or services referenced here are independent of WFS.   Views expressed in this podcast are for general informational purposes only and are not intended to provide or be a substitute for specific professional financial, tax or legal advice or recommendations for any individuals. Information is based on sources believed to be reliable; however, their accuracy or completeness cannot be guaranteed.

In today's financial episode, David Rosell is joining in revealing a simple way to put your money to work for you and exponentially enhance your wealth. Keep listening to discover the secret component that makes compound interest work best.   WHAT YOU'LL LEARN FROM THIS EPISODE  The power of compounding interest and why you should start saving now Steps to consistently save money Why should you seek advice from an expert when diversifying your portfolio? How to protect your portfolio using correlation diversification? When is the ideal time to start saving for retirement?   RESOURCES/LINKS MENTIONED Failure Is NOT an Option- Creating Certainty in the Uncertainty of Retirement Keep Climbing - A Millennial's Guide to Financial Planning The Richest Man in Babylon by George S. Clason   ABOUT DAVID ROSELL  David is the founder and president of Rosell Wealth Management, an entrepreneurial firm located in Bend, OR. For over 20 years he has specialized in working with affluent individuals and families who are at or near retirement to help them live the life they have always imagined. His company was a select finalist for the management of the $500,000,000 Oregon 529 College Fund. David's inspiration and zest for life have been shaped by a lifetime of international adventures. With a current tally of more than 75 countries on six different continents, his quest for extreme travel has included hitchhiking from Nairobi to Cape Town, Africa, and climbing the infamous peaks of the Nepalese Himalayas. He was even one of the privileged to partake in tearing down the Berlin Wall. As a recipient of the Retirement Distribution Certificate from the University of Pennsylvania's Wharton School of Business, David excels in making complicated financial planning topics easy to understand. An accomplished speaker, he has addressed international audiences numbering in the thousands, including the Million Dollar Roundtable® and Vistage Worldwide.   CONNECT WITH DAVID Website: David Rosell and Rosewell Wealth Management Facebook: David Rosell LinkedIn: David Rosell   CONNECT WITH US Email: shawn@greenbriarcg.com  Instagram: Shawn Winslow YouTube: Shawn Winslow LinkedIn: Shawn Winslow FaceBook: Shawn Winslow

Join us in an action packed episode to talk about proper financial retirement planning with David Rosell! David is the founder and president of Rosell Wealth Management, an entrepreneurial firm located in Bend, OR.  For over 20 years he has specialized in working with affluent individuals and families who are at or near retirement to help them live the life they have always imagined. He has been featured on CNN Money, US News & World Report, Chicago Tribune, NBC News, NY Daily News, FOX Business, MSN Money, Yahoo Finance and NPR. He is the author of 2 books: Failure Is NOT an Option- Creating Certainty in the Uncertainty of Retirement and Keep Climbing- A Millennial's Guide to Financial Planning. An accomplished speaker, David has addressed international audiences numbering in the thousands, including the Million Dollar Roundtable® and Vistage Worldwide. His life in Oregon is constantly inspired by his two children Sophie and Jack. When he's not working, David indulges his passions for downhill skiing, mountain biking, paddle boarding and  enjoying his time with his partner Heather in their motorhome.Download the full episode here: https://www.buzzsprout.com/1650301/9591862-episode-44-planning-a-fulfilled-retirement-with-david-rosell.mp3?download=trueHot topics in this episode:  *How do you compare reaching your financial summit in retirement to climbing Mt Everest?* Why does David despise the word RETIREMENT?* What are 3 big risks investors face as they enter the second half of their financial journey?'*3 of the major risks in retirement that most investors are not aware of *How does  David make financial planning  approachable and fun as this can bean ominous topic for many people? Get in touch with David: David@RosellWealthManagement.com Learn more about investing with us: www.investwithredline.com#podcast #multifamily #assetmanagement #podcasting #podcastlife #financialfreedom #investing #cashflow #redlineequity #crushingit #crushingcashflow #gains #finance #buildingwealth  

David Pearson is the CEO and Partner of Level Five Selling, an organization that has mastered quality sales calls planning and execution skills that deliver top-line revenue growth for sales teams all over the globe. Prior to joining Level Five Selling, David was the Chief Operating Officer of Vistage Worldwide, the world's largest CEO executive coaching and leadership development organization, with over 23,000 members. Looking back even further, he was Senior Vice President for TrueBlue, a $2.7 billion global talent solutions company. He led sales of a $1.6 billion business unit, leading the selling efforts of 1,000 sellers, serving over 120,000 customers. He also served as president of TrueBlue's $100M+ aviation business under the brand name PlaneTechs.In this episode, you're going to hear David Pearson and George Leith discuss topics from the books; Level 5 Coaching and Level 5 Selling. So, what is the Level 5 coaching system? David walks us through how to move from a Professional Visitor (Level 1) to a Value Creator (Level 5) and how selling at levels 4 and 5 have historically brought individuals and teams a 91% increase in revenue, not to mention the immense decrease in "scrap and waste" quality sales calls. Managers need to know the levels at which their sales teams are selling, then through tactical and strategic coaching, take them to a level 5 selling. What level are you selling at?Conquer Local is presented by Vendasta. We have proudly served 5+ million local businesses through 50,000+ channel partners. Learn more about Vendasta and we can help you build your dream agency or learn more about Vendasta's Affiliate Program and how our listeners (like yourself) are making up to $10,000 off referrals.Join the conversation in the Conquer Local Community and keep the learning going in the Conquer Local Academy.

In our 20th episode of Pittsburgh Business Insights, we sit down with guest Kevin Trout, experienced business owner and current Vistage Worldwide, Inc. CEO Peer Advisory Board Chair.The can't-miss milestone episode explores sales strategy, discusses the unique system of accountability provided by Vistage, and dives into the good reads that have served Kevin's career. 

In Episode 52 of The MINDset Game® Podcast, Vered Kogan speaks with Joe Galvin, the Chief Research Officer at Vistage Worldwide, Inc. You will hear why it is important for you to be flexible and to get comfortable with being uncomfortable in this time of rapid change. You'll also learn the latest research related to the biggest decisions that business leaders are facing these days. Joe Galvin is responsible for providing Vistage members with the most current, compelling, and actionable thought-leadership on the strategic issues of small and midsized business. Vistage Worldwide, Inc. is the world's largest executive coaching and peer advisory organization, bringing leaders together to learn and grow. It's a community of over of 23,000 CEOs, business owners, and presidents that get to interact with their peers- people who have similar issues and challenges, in dissimilar industries- and they get to work directly with their Vistage group Chair to make even better decisions that benefit their company, their community, and their families. To learn more about Vistage and access the latest research findings on the key issues relevant to leaders of small and midsized businesses, visit https://www.vistage.com For more information and to SUBSCRIBE to The MINDset Game® podcast, visit www.TheMINDsetGame.com You are also welcome to join our private Facebook group to learn even more evidence-based tools to transform your life by visiting www.TheMINDsetGameGroup.com

Hi Friend! When life throws you a curve ball it can be hard to regain your footing. In this episode, individuals who have been through different kinds of disruptions in their lives share how they dealt with those to get back on their feet. You'll hear how they felt when they were thrown off-balance, and what they did to handle it. Their experiences will give you different ideas and perspectives you can draw upon as you expertly navigate your life. Welcome to the Advice Column community. To make these episodes valuable for you, we'd love your feedback. Please email us at AdviceColumnPodcast@gmail.com to tell us what you liked and what we can improve. We'll see you in the next episode! ______________________________________________________________________________Connect With Our Panelists!Justin Reden, Attorney, Reden & Reden, APChttps://www.linkedin.com/in/justin-reden-7a6b3566/Danielle Baldwin, Vistage Chair, Vistage Worldwide, Inc.https://www.linkedin.com/in/danielle-bruno-baldwin/Scott Curry, Principal, Open MInded Consultinghttps://www.linkedin.com/in/scottmcurry/Chris Faridniya, Chief Business Development Officer, ChefsBesthttps://www.linkedin.com/in/chrisfaridniya/Brenda Sullivan, Owner, BLS Communications, Inc.https://www.linkedin.com/in/blscommunicate/Rachel Cross, Founder, Rachel K Grouphttps://www.linkedin.com/in/rachelkcross/_______________________________________________________________________Advice Column Podcast:Website: https://advicecolumn.com/Instagram: @advicecolumnpod ( https://www.instagram.com/advicecolumnpod/ )Twitter: @AdviceCPod ( https://twitter.com/AdviceCPod )Facebook: https://www.facebook.com/TheAdviceColumnPodcastYouTube: https://www.youtube.com/channel/UChYmoafMFOeL7HCNWrXPkJQLinkedIn: https://www.linkedin.com/company/advice-column

Don Riddell is an executive coach and the Master Chair of Vistage Peer Advisor Groups. Vistage Worldwide is a global organization that assembles and facilitates private advisory boards for CEOs, senior executives, and business owners.Vistage and its affiliates have over 23,000 members in 20 countries, representing the world's leading chief executive coaching organization. Their members grow at an average of 2.2 times the rate of average US companies.https://www.vistage.com/In today's episode, we discuss:Don's philosophyEmotional intelligenceSelf-awarenessOvercoming limiting beliefsTo learn more about the Staying Power Collective, a group for aspiring and current virtual firm owners on a mission to grow their firms, visit https://www.stayingpowercollective.com/To read the show notes, guest contact information, and impactful quotes, visithttps://www.stayingpowercollective.com/blog

In Episode 96 of Linch with a Leader Mike sits down with speaker, coach & author Brett Pyle. Brett enjoyed a 30-year global business career with Andersen Consulting, oil giants Amoco & BP, and Vistage Worldwide — living, leading and learning in over 70 countries on six continents. Along the journey, he discovered we're all created for a purpose and gifted with unique skills, ideas and passions that the world desperately needs! Today, Brett speaks and inspires over 100 times each year — delivering in-person and virtual keynote addresses and conducting leadership development workshops & retreats around the globe — building bridges that connect people to their purpose to deliver breakthrough results that truly matter to the world.Brett says his mission is to, "inspire people and organizations to find and connect to their ‘Extraordinary Why' (Their purpose) to empower them to make significant, meaningful contributions that truly matter to the world!" This conversation with Brett & Mike is one you do not want to miss!

Mahyar Rostami is a US Military veteran and, for the last 11 years, he has trained leaders, government agencies, and teams to develop the character, trust, and vision required to build influence and achieve their organizational goals. Mahyar supports people with their most important relationship first (with themselves) while equipping them with exact strategies to deal with any situation -- from managing conflict and implementing positive change within their organization, to leading with confidence, charisma, and compassion. Mahyar is a certified leader, speaker, and mentor of Vistage Worldwide and the John C. Maxwell Team, and holds numerous credentials in the principles of instruction from the United States Air Force, where he tenured as an Airman Leadership School instructor. He has a 7 year-old daughter named Coral and he lives in Los Angeles, California.   Connect with Mahyar Rostami: Instagram: @the_persian_champion     Nice Sponsors: Get your free E-Book 5 Ways to Make Money Podcasting at www.Turnkeypodcast.com/gift Check out the "Entrepreneur's Toolkit" Giveaway   Reach The Nice Guys Here: Doug- @DJDoug Strickland- @NiceGuyonBiz   Nice Links: Subscribe to the Podcast Niceguysonbusiness.com TurnkeyPodcast.com - You're the expert. Your podcast will prove it. Podcast Production, Concept to Launch   Book Doug and/or Strick as a speaker at your upcoming event. Amazon #1 Best selling book Nice Guys Finish First. Doug's Business Building Bootcamp (10 Module Course)   Nice Survey: Take our short survey so The Nice Guys know what you like.     Partner Links: Amazon.com: Click before buying anything. Help support the podcast. Acuity Scheduling: Stop wasting time going back and forth scheduling appointments   Promise Statement: To provide an experience that is entertaining and adds value to your life.   Never underestimate the Power of Nice.