Podcasts about vistage worldwide

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

This episode of the LLC podcast is all about the modern CEO and features Dr. Janet Walker, Chair of Vistage Worldwide, and LLC host, Liz Wayne, President of Able Transport Solutions. As a Vistage Chair, Dr. Walker helps CEOs and business owners become the leaders their employees deserve. She facilitates private advisory groups for Vistage, a global leader in executive coaching and training for CEOs, business owners, and key executives and helps members step out of the day-to-day to think differently, gain insights from other leaders' experience, make better decisions, take bold action, and generate meaningful results. Are all modern CEOs just like a duck on water? Calm and steadfast on the surface but rapidly paddling underneath to simply stay afloat? Tune in to learn some great leadership strategies from Dr. Walker!

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)

Kevin Trout is an experienced entrepreneur, business owner and sales professional with over 30 years of experience in the medical device industry.  Kevin was the Founder/President of Grandview Medical Resources, Inc. in Pittsburgh, Pennsylvania; a specialty medical equipment distributor with an average annual growth rate of 23% per year, before selling his company in 2011.     Now as a Vistage Chair, Kevin is a coach, advisor and facilitator for high-performing CEOs, executives and business owners who have a passion to grow their businesses and enhance their lives.  Kevin leads several CEO peer-advisory groups who meet monthly to advise each other in a completely objective forum, where world-class speakers and subject matter experts from across the U.S. regularly present half-day in-depth explorations of C-Level business topics. Kevin is also the host of the “Three Rivers Leadership” radio show on 101.5FM, where he interviews Pittsburgh's high performing CEO's, Business Owners and Executives to learn about their backgrounds, businesses and leadership styles. The shows air every Wednesday, and are available as a podcast on threeriversleadership.com. Kevin is a professional sales trainer, keynote speaker and certified Predictive Index Analyst & Master Trainer. Kevin had been a long-time member himself of Vistage Worldwide (the international association of CEOs), and previously a member of the industry's premier trade association - IMDA (Independent Medical Distributors Association of North America), where he served as the President from 2009 - 2011 and Executive Board Member from 2006 - 2011. Kevin holds a Degree in Pre-Law/Criminology with a minor in Business Administration from Indiana University of Pennsylvania, a Degree from the University of Pittsburgh Katz Graduate School of Business - Institute for Entrepreneurial Excellence, and a Certification from Harvard Business School's Continuing Education Leadership Programs   Contact Kevin: Website LinkedIn Vistage Email

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  

In this week's The Faces of Business Episode, our guest speaker was Brian Burke. Brian is Chief Mac Man at SellYourMac.com. At his company, people sell and buy Apple products. Moreover, he is also a Speaker at Vistage Worldwide.  Brian's passion is buying and selling Apple products, but his heart is in helping underserved children succeed by providing them technology devices to develop the skills needed to be successful.   You can find out more about us on our website You can visit our blog page for this episode Email us for more information info@exityourway.us

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.

LinkedIn, Consistency, and the FutureIn this episode of The Outspoken Podcast, host Shana Cosgrove talks to Colleen McKenna, CEO and Founder of Intero Advisory, LinkedIn Trainer, Author of It's Business, Not Social™, and Leader in LinkedIn Branding, Sales and Recruiting Enablement. Colleen gives her insight and professional tips on marketing yourself and your business on LinkedIn. She goes into what it is like working alongside her family, what her business work environment is like, and the way she looks at the future. Colleen also shares the catalysts of her starting her book and what that experience has been like for her. Lastly, we get to hear books that have impacted Colleen and her fun fact about Oprah Winfrey! QUOTES “Most CEOs don't love social media. But, they will be open-minded to a business tool that will help them increase productivity and sales, find talent, help their salespeople connect with the right people, and share their content and build their brand.” - Colleen McKenna [18:10] “I'm pretty driven once I say I'm going to work on something and I like creating things...I always say I'm like the baker…So, I'm usually the person that puts it in the oven, pulls it out, puts it on the table, then other people on the team finish it up and make it beautiful. - Colleen McKenna [30:28] “I think everyone should take a look at their [LinkedIn] profile and really make sure that their profile is built out as a marketing tool.” - Colleen McKenna [37:31] “Always add value to a conversation. I think that's my 2021 motto. Are you adding value to the conversation?” - Colleen McKenna [42:27]   TIMESTAMPS  [00:04] Intro [01:44] Meet Colleen McKenna [03:55] Starting a Business [06:46] HubSpot [07:48] Business Establishment [10:00] Remote Work and COVID-19's Effect [11:05] Look-Back of the Year [13:08] LinkedIn as a Business Search Engine [14:37] Growing as a Business [18:36] Delegation and Building a Team [21:32] Pricing Services [22:33] Joyful Moments [25:23] Digital Communication and Relationships [27:01] It's Business, Not Social™ [31:18] Colleen's Children [33:41] Technology and Being a Futurist [34:29] Colleen's Husband and Work Environment [37:27] Colleen's Tips for LinkedIn [42:57] Treating LinkedIn Like Facebook? [45:20] Cons of LinkedIn [48:12] Connecting With New People [49:48] LinkedIn Networking and Features [52:07] Creating Content on LinkedIn [54:58] Data and ROI [58:09] LinkedIn in the Hype Cycle [01:00:25] Colleen's Impactful Reads [01:02:06] Colleen's Fun Fact [01:04:06] Outro   RESOURCES https://www.hubspot.com/ (HubSpot) https://marcussheridan.com/ (Marcus Sheridan) http://riverpoolsandspas.com (River Pools) https://www.vistage.com/ (Vistage Worldwide) https://www.facebook.com/ (Facebook) https://twitter.com/ (Twitter) https://www.instagram.com/ (Instagram) https://www.google.com/ (Google) https://www.linkedin.com/in/robertbmiller1/ (Bob Miller) on LinkedIn https://www.millerheimangroup.com/ (Miller Heiman Group, Inc.) https://zoom.us/ (Zoom) https://www.xerox.com/ (Xerox) https://www.linkedin.com/in/reidhoffman/ (Reid Hoffman) on LinkedIn https://www.startupofyou.com/ (The Start-up of You: Adapt to the Future, Invest in Yourself, and Transform Your Career) by Reid Hoffman (Permanent Beta) https://www.amazon.com/Alliance-Managing-Talent-Networked-Age/dp/1625275773 (The Alliance: Managing Talent in the Networked Age) by Reid Hoffman https://www.linkedin.com/pulse/what-i-learned-young-professional-during-pandemic-sarah-bentley/ (What I Learned as a Young Professional During a Pandemic )by Sarah Bentley https://www.linkedin.com/in/sarah-m-bentley/ (Sarah Bentley) on LinkedIn https://www.linkedin.com/premium/products-v2/?intentType=FIND_LEADS&upsellOrderOrigin=guest_login_sales_nav (LinkedIn Sales Navigator) https://www.amazon.com/Life-Transitions-Mastering-Change-Any/dp/1594206821 (Life Is in the Transitions: Mastering Change at Any Age)...

Get to know these successful thought leaders and find out how they present themselves and their crafts as experts in their fields. Marie Zimenoff is a speaker, leader, entrepreneur, trainer, coach, careers industry advocate and counselor, and CEO of Career Thought Leaders Consortium where she provides tools that build credibility and increase effectiveness convening with thought leaders to track global influences on employment, job search, and career management. Marie understands that dedicated professionals in the careers field need and crave first-class support, training, and innovation. She merges vision and best practice training to elevate the career industry worldwide. If you want to be up to speed on trends and best practices in the career services industry, consider reaching out to Marie Zimenoff by visiting her websites https://www.careerthoughtleaders.com/ and https://www.linkedin.com/in/mariezimenoff/. Kim Svoboda is the founder and CEO of Aspiration Catalyst, group leader at ProVisors, contributing writer at Forbes Coaches Council, accredited Vistage keynote speaker at Vistage Worldwide, Inc., and Vice-Chair of the Executive Committee of the Better Business Bureau. Kimberly conducts leadership development coaching programs for leaders. She helps them improve their leadership skills so that they can take their businesses to the next level. Kimberly is passionate about helping her clients to improve their leadership skills so that they are able to achieve better results faster and easier. If you are looking for #LeadershipDevelopment programs to train yourself and your leaders to hit your goals and upscale your business, consider reaching out to Kimberly Svoboda by visiting her website https://www.aspirationcatalyst.com/ and going to https://aha.pub/KimSvoboda. Pascale Brady is the Founder and CEO, The Challenge Coach, Assistant Director of Corporate Programs, Sequence Counselling and Consulting Services, Intercultural Coach Consultant, Net Expat, and Certified Parent Educator, Parent Encouragement Program. Pascale is passionate about guiding executives and managers individually or as part of groups or teams to successfully master their challenges and effectively resolve problems by encouraging courageous growth, respectful communication, and meaningful conversations. If you recognize that you've lost track, and you want to get back on the right direction, seek the support and help you need by reaching out to Pascale Brady by going to her website at https://thechallengecoach.com/ or visiting her profile at https://www.linkedin.com/in/thechallengecoach/. Global Credibility Expert, Mitchell Levy is a TEDx speaker and international bestselling author of over 60 books. As The AHA Guy at AHAthat (https://ahathat.com), he helps to extract the genius from your head in a two-three hour interview so that his team can ghost write your book, publish it, distribute it, and make you an Amazon bestselling author in four months or less. He is an accomplished Entrepreneur who has created twenty businesses in Silicon Valley including four publishing companies that have published over 800 books. He's provided strategic consulting to over one hundred companies, and has been chairman of the board of a NASDAQ-listed company. Mitchell has been happily married for thirty years and regularly spends four weeks in Europe with family and friends. Visit https://mitchelllevy.com/mitchelllevypresents/ for an archive of all the podcast episodes. Connect to Mitchell Levy on: Credibility Nation YouTube Channel: https://bit.ly/3kGA1LI Credibility Nation LinkedIn: https://www.linkedin.com/company/credibilitynation/ Mitchell Levy Present AHA Moments: https://mitchelllevy.com/mitchelllevypresents/ Thought Leader Life: https://thoughtleaderlife.com Twitter: @Credtabulous Instagram: @credibilitynation Learn more about your ad choices. Visit megaphone.fm/adchoices

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. 

John Grubbs, CEO Group Chairman of Vistage Worldwide and Founder of GCI, joins VIP's Casey Hasten in a discussion about managing different generations of employees in a collaborative and culturally strong environment. We discuss employee retention, communication, and hiring strategies for generations of the future.About The We Are VIP Podcast:This podcast is brought to you by VIP to add value to your job or candidate search. Each week, we'll bring you helpful tips and insights from leading professionals to help candidates land their dream jobs and help employers find better talent.Hosted by:Casey Hasten, Director of Recruiting at VIPAbout VIP:We utilize a holistic approach to support your strategic initiatives in accounting and finance. From recruiting and strategic staffing, to project management consulting, our service model offers a comprehensive solution that allows for flexibility as you navigate transformation and growth within your organization.Connect:LinkedIn: https://www.linkedin.com/company/270216/Facebook: https://www.facebook.com/WeAreVIPCompanyJob Openings and Services: https://wearevip.com

Today on the NBDA Podcast, we're speaking with Tim Gray, Senior Vice President of Vistage Worldwide. In this episode, we learn more about Vistage, Tim's business development background, and his best practices for business development success. We also talked about the counsel he might give to people considering taking on their first business development role. Tim is a very poised, focused, and seasoned business development professional. Whether you're brand new to business development or have decades of experience, this episode has many great takeaways. LINKSShow Notes About National Business Development Association (NBDA) About Vistage Brought to you by: YourPodcast.team GUEST Tim GrayAbout Tim Special Guest: Tim Gray.

This is episode 1038 of the Arete Coach Podcast with host Severin Sorensen and his guest Allen Hauge. In this episode, I speak with Master Coach Allen Hauge about the economy, trends, executive coaching, and the power of peer groups. Allen is a Vistage Best Practice Chair and Master Chair with over 27 years of experience in Vistage Worldwide. Currently, Allen leads 5 peer groups made up of over 100 CEO and C-level executives in the greater St. Louis area and he is also the Vistage Best Practice Chair for Kansas and Missouri now for some 11 years. In terms of awards, Allen has been awarded the 2021 Chair Excellence Award, the 2011 Don Cope Award, the 2010 Master Chair Award, the 1999 Pat Hyndman Award, and the STAR Award every year from 2010 and 2020. Allen uses his immense skill and experience with Vistage to help up-and-coming Vistage Group Chairs by serving as a Vistage Chair trainer. His impact on others extends beyond Vistage in his advisory services to companies such as ITR Economics. Allen received his MBA from Washington University and has completed Vistage and Stanford's Executive Leadership Program.  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 was conducted on August 23, 2021 via Zoom Video. Copyright © 2021 by Arete Coach™ LLC. All rights reserved.

Vistage is the world's largest executive coaching organization for small and midsize businesses. For more than 60 years we've been helping CEOs, business owners and key executives solve their toughest challenges through a comprehensive approach to success. At the heart of our proven formula is confidential peer advisory groups and executive coaching sessions.Our podcast guest is George Satula, Chairman at Vistage. As a Vistage Chairman, as well as in his private management consulting practice, George's fundamental belief is that business is all about great leadership, developing people, innovation, and operational excellence. Without these core concepts, nothing changes and nothing improves. George's Point of View: Business leaders need to have an entrepreneurial mindset, which means superior competency as a strategic thinker and operational planner, be results driven, and be motivational and inspirational for your team. Equally important, is having a great culture where people are first, who work with proficient processes, and proudly provide products and services that are meaningfully differentiated, serve a need, and delivers value to customers. Doing this, and doing it really well, positions organizations on the best path of business success. What George does: Simply stated, he helps build leaders who build organizations. As a Chairman with Vistage Worldwide, he provides business leadership coaching and facilitates progressive leadership groups. George also help business leaders engage in the deeper thinking needed to be more structured and opportunistic. It is his purpose to help leaders “see” the truth (and deal with today's reality), find simplicity (out of complexity), and engage in enlightenment (to learn more, do more, and be a better leader).To contact George directly and learn how Vistage can help you - visit his LinkedIn profile: https://www.linkedin.com/in/georgesatula

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

In this episode of The Real Build, I had the privilege of sitting down with commercial contractor Sunny Pinhero, the owner of Pinhero Construction. Sunny is a friend of mine and a fellow member of the Arete Syndicate who has completed over 400 commercial, retail, restaurant, and office scope projects. He owns and operates all aspects of Pinhero Construction, Inc., tapping into decades of experience and partnerships. Sunny's passion for building has connected him with Simon Properties, Frontier Real Estate Investments, and other huge names. A jack of all trades, he regularly extends his knowledge to consulting management and business coaching. His company is an Inc. 5000 fastest-growing private company. He is a member of Vistage Worldwide, Top Contractor School, and runs an excellent Clubhouse room called Construction Pros. Sunny Pinhero http://www.pinhero.com/ Instagram: https://www.instagram.com/sunnypinhero/ Host Info Email: Bill@rkreiman.com CONNECT WITH ME ON SOCIAL MEDIA: ▶︎ YOUTUBE | https://www.youtube.com/channel/UCxAdSxHN0dIXZPhA-6p1HYA ▶︎ INSTAGRAM | https://www.instagram.com/imbillreiman ▶︎FACEBOOK| https://www.facebook.com/billy.reiman ▶︎ LINKEDIN | https://www.linkedin.com/in/bill-reim... ▶︎ TWITTER | https://twitter.com/ImBillReiman ▶︎ WEBSITE | https://www.rkreiman.com

Donald Glacy is a Chair at Vistage Worldwide, the world's leading executive coaching organization. From starting his first company at 16 years old and selling it 3 years later, to creating the world's first 24/7 integrated marketing execution center, and working with celebrity personalities including Ryan Seacrest, Hulk Hogan, Manny Pacquiao and Mario Lopez, Don is truly a gifted entrepreneur. Today, his focus is developing leaders through Vistage Worldwide. In a study by Dunn & Bradstreet, Vistage member companies grew 2.2 times faster than average small and midsize U.S. businesses no matter the economic conditions. Through a combination of peer advisory, executive coaching, training, and enrichment opportunities, Vistage creates better and more insightful leaders. On this episode, we'll discuss: ✓ "Culture isn't the #1 thing, it's the ONLY thing." - Jim Sinegal, Founder of Costco ✓ The value of mentorship, discipline, and encouragement ✓ Finding Alignment: Does your "WHY" connect with what you do? Social Links: https://www.linkedin.com/in/donglacy/   Pathways to Success is brought to you by: Codeup: https://codeup.com/ CityCentral: https://citycentral.com/ (Promo Code "Pathways" for 50% off first 3 months)  DeadSoxy: https://deadsoxy.com/?ref=pathways (Promo Code "Pathways" for 30% off) 

一週財經聚焦 一、5月19日，全美超過15個城市的麥當勞舉行了罷工，要求麥當勞為員工提高最低時薪至15元。 隨著美國經濟的開始復甦，就業數據卻不如人意，這和通貨膨脹間有沒有關聯？要怎麼解讀？ 國際媒體相關報導 ●CNN：〈McDonald's is hiking pay -- but only for some workers〉(麥當勞正在調升薪資，但只針對某些員工) ●WSJ華爾街日報：〈U.S. Employers Added 266,000 Jobs in April as Hiring Slowed〉(由於四月份的聘任放慢，美國就業市場只增加26萬6000個就業機會) ●CNBC：〈Fed's Evans says employment and inflation need to pick up before policy changes〉(芝加哥聯準會主席Evans 表示，就業與通貨膨脹必須在政策變化前轉好) 分析解讀 在過去幾周，麥當勞就對外表示，隨著疫情的趨緩，它們面臨到了越來越嚴重的「用工荒」。為此，麥當勞已決定在其直接經營的一小部分餐廳平均加薪10%，也得到其他勞團的支持。來自「國際碼頭與倉儲工人聯合會北加州分會」的Chris Christensen表示，碼頭工人將與速食行業站在一起，一起反抗來自億萬富翁與大企業對勞工的壓迫。 事實上，隨著美國經濟從疫情中復甦，企業確實正苦於人力不足，四月份非農業就業報告顯示缺工、員工難尋是現在企業共通的抱怨。 美國大公司如如Amazon、McDonald、Cosco等，都為了招募更多人手提高工資。Amazon 五月13 日宣佈在美、加地區招募 7.5 萬人，平均工資超過每小時 17 美元，並提供新進員工 1000 美元的聘用獎金，完成疫苗接種者，還能額外領到 100 美元。 事實上，美國從零售業、速食業到叫車公司，都祭出更高工資或更好的福利向勞工招手，過去入門職缺少有的推薦和簽約獎金，現在愈來愈常見。 不只一般企業，連「零工經濟」也是如此，Uber、Lyft兩大叫車公司也將發獎金給推薦新司機的員工。 企業提高工資或加發獎金，意外替拜登政府想把基本工資提高到每小時 15 美元的政策助一臂之力。 但明明企業積極加薪求才，美國卻仍有上千萬人失業，讓有關就業市場景氣的辯論更白熱化。4 月非農就業僅增加 26.6 萬人，跌破眾人眼鏡，同時職缺數激增，企業調查顯示雇主愈來愈難找到足夠的人手。 為何就業市場明明需求孔急，但失業人口還是這麼多？經濟學家指出可能有以下兩個原因： 1.育兒問題，導致一些家長無法回到就業市場。 2.晶片供應短缺，導致車廠被迫裁員。這也是導致勞動力市場怪異現象的部分原因。 在其他地方，勞工短缺也是一個日益嚴重的問題。 在5月17日敞開大門的英國餐飲業老闆正在尋找需要的服務生；在澳大利亞，職位空缺的情況比疫情爆發前高出了40％；歐洲擺脫封鎖的步伐一直比較慢，但從瑞士到德國的空缺職位，也比以往來的多。 不止這樣，為了刺激就業，目前美國已有至少16個州決定提前退出聯邦紓困方案的失業救濟措施，這個決定將影響近200萬人的生計。這些州長表示，勞動力短缺是促使他們決定退出聯邦資金計畫的主要原因，他們認為失業救濟金過高，變相鼓勵人們不用急於找工作，讓企業難以填補職缺。部分經濟學家也認為，就是因為優渥的失業金，才讓許多失業者不願回到就業岡位。 民主黨在實現完全執政後，於今年早些時候通過名為《2021年美國援助計畫法案》（American Rescue Plan Act of 2021），也就是規模高達1.9兆美元的新一輪新冠紓困振興方案，其中最受到關注的措施，包括向美國人直接發放1400美元現金，以及將《新冠援助、救濟和經濟安全法》（CARES Act）之每週加發300美元的聯邦失業給付措施，延長至9月6日勞動節。 隨著勞力需求激增、人民上班意願不足、可用工人短缺，美國大小企業都在努力填補空缺，但小企業抱怨目前處境痛苦不堪，因為他們的待遇水準很難比得上大企業，政府提供受疫情重創小企業的「薪資保護貸款計畫」(Paycheck Protection Program，PPP)將在5月底截止，有些業主擔心若申請不到貸款將陷入困境，雪上加霜。 據華爾街日報委託中小企業主與高管聯盟Vistage Worldwide，對611家小型企業進行調查顯示，75％小型企業計畫明年增加員工人數，但逾三分之二小企業表示，很難找到合格工人。由此看來，美國的「缺工」狀況十分嚴重。小企業主表示，政府增加失業救濟金、申請工作者缺乏適合技能，是公司職缺難以補足的兩大原因。 對於這個情形，我的想法是，就業復甦放緩、通脹壓力驟增，兩大議題正在讓美國政府新一輪刺激計劃前面臨考驗。 但我附和經濟學人提醒的，為了使勞動力市場更好地運轉，政府應該要好好考慮三個P：payments, passports and patience.（支付，護照和耐心）。 首先是payments(支付)，最佳的解決方案不是削減福利，而是重新設計福利，以鼓勵勞工積極的工作。 其次是passports(護照)，與移民或移工有關的問題該怎麼處理。暫時性的邊界控制措施可以阻止病毒的傳播，但這種控制措施，不應持續超過疫情期間。這就是為什麼在許多國家中，依賴外國人的行業（例如服務業）正面臨著嚴重的勞工短缺原因。政客們必須清楚，封閉的邊界將帶來痛苦的成本改變或產業改變。 最後一個就是patience(耐心)。許多人因為害怕感染Covid-19而迴避工作。隨著疫苗的施打率提高，這些擔憂將逐漸消失。一些產業在勞動力市場中也出現了工作崗位的萎縮與繁榮局面，面對如此大規模的變革，人們可能需要更長的時間，才能找到新的職業發展方向。 現在就業市場和通貨膨脹是美國的兩大問題，而上周提到的CPI破4，對於正在從疫情中復甦的美國經濟而言，無疑不是好消息，不少人想起了上世紀70年代的大通膨時期。 牛津經濟研究院首席經濟學家Gregory Daco在報告中指出，早期數據顯示，5月份的就業報告也可能疲弱。如果工人們不接受工作，不管是出於什麼原因，無論是繼續擔心疾病、缺乏兒童保育、失業救濟金條件太好，或是供應鏈的管理難以解決，問題是怎麼讓人們回來？這是一個不同於為經濟注入紓困刺激的問題。 讓我們回顧一下上世紀70年代的大通膨，到底是怎麼回事。 當時由於布雷頓森林體系(註1)剛剛終結，加上石油危機，美國通脹率持續走高，並在1980年達到13.5%的峰值。 當時美國除了依賴進口石油，經濟與全球的關聯度並不高。大多數消費者購買的商品都是在美國製造的，美國工人的工資在工會的支持下不斷上漲，石油危機和工資上升的共同作用，造成了美國歷史上最大規模的通脹潮。 在卡特總統任期內，美國每月平均增加21.5萬個工作崗位，失業率卻在上升，最終導致其連任失敗。 如今的供應鏈約束正在加劇供需矛盾，而政府財政支持則不斷注入流動性，因此通貨膨脹預期不斷上行。 不過真正的通貨膨脹螺旋，發生在工資漲幅開始跟上物價水準的時候。當今環境與70年代的最大的差別，在於勞動力絕對缺乏定價權，這一點從政府最低工資談判的艱難程度可見一斑。因此，我對美國經濟前景持樂觀態度，同時通脹持續惡化的可能性不大。 摩根大通CEO Jamie Dimon本月初在接受美國媒體採訪時指出，美國經濟即將迎來一輪繁榮，但如果刺激計劃安排不當，之前的努力可能會被浪費。 當然，市場難免擔心通膨升高可能引發美國聯準會收緊貨幣刺激政策，連帶使股市重挫。瑞銀UBS就認為，通膨擔憂不太可能令股市漲勢結束，建議透過金融和能源等行業為在通膨佈局，因為歷史上這些類股，往往受益於通膨上升或收益率走高 。 重要的是，主要央行已表明無意因為物價短暫上升而收緊貨幣政策。美聯準會官員重申了這一訊息，美聯準會理事Lael Brainard 表示，決策者應該保持耐心，等待後疫情時代數據失真逐漸恢復正常。 類股走勢反映出對通膨與收益率上升的擔憂，「再通膨」受益股和價值股普遍跑贏科技股和成長股。例如美國能源股跑贏大盤0.6個百分點，金融股跑贏1.7個百分點，科技股雲集的納斯達克指數則下挫2.3%。 二、5月20日，CFA（ 特許金融分析師協會）協會亞太區在香港表示，各國監管機構將ESG披露標準，由上市公司推廣至投資產品及基金經理。 市場上的ESG標準過於繁多，已經出現魚目混珠的情況。投資人應該怎麼對待這個現象？ 國際媒體相關報導 ●Economist經濟學人：〈Sustainable finance is rife with greenwash. Time for more disclosure〉(可持續綠色金融已經泛濫成災。是時候進行更多的披露了) ●WSJ華爾街日報：〈Who Really Pays for ESG Investing?〉(誰會真的為ESG投資買單？) ●FT倫敦金融時報：〈CFA offers certification in sustainable investing〉(特許金融分析師協會對永續投資提出要求驗證) 分析解讀 環境、社會及管治（ESG）的投資越來越多，但市場上基金「漂綠」（Greenwashing）情況也很多。CFA協會就投資產品的ESG披露準則發表意見，以提高附有 ESG 相關特性投資產品之透明度及比較性，並宣布初稿將於今年11月發表。 徵詢稿對投資產品策略的8項因素，作出披露規定及建議，包括投資目標、投資基準、ESG資訊來源及類型、ESG 剔除項目、有關財務分析及估值的 ESG 資訊、投資組合層面的 ESG 標準及特性以及盡責管理，以達到產品透明化的目的。 香港擬在2025年全面落實，而歐盟發展較為成熟，於今年3月全面落實「永續金融披露規範」（SFDR），將投資基金分為「深綠基金」、「淺綠基金」，及「灰色基金」三大類別。 同時間，新加坡交易所、DBS集團、淡馬錫和渣打集團，聯合推出全球碳交易平臺及項目市集Climate Impact X（CIX），以提供高品質的碳信用額（carbon credits，簡稱碳信用），預料在今年底前推出。 CIX的交易平臺主要通過標準化合約，將具規模及高質量的碳信用銷售給跨國公司和機構投資者等市場參與，以爭奪綠色投資的市場。 回頭來看，台灣金管會主委黃天牧5月3日也表示，在推動CSR與ESG上，台灣是與世界同步併行的，同時也會防止企業只作表面，即嚴禁「漂藍」、「漂綠」，所以也將陸續推出相關的認證與評鑑機制，供投資人更清楚的分辨。 而綠能也成為台灣金融業的投資顯學，過去幾個月，至少五家金融業喊進，包括永豐銀、星展銀、兆豐銀、國票金以及滙豐銀，綠色債券、太陽能光電都是必搶之地，星展銀更指出，看好離岸風電發展下，台灣未來將有機會成為主要專案融資中心。 事實上，全球ESG投資在2019年下半年熱度開始攀升，2020年進入了ESG的投資大爆發，總計ESG相關投資年增長50%。從數據來看，ESG概念基金規模2015年僅4,000億美元，到2019年底足足增長了一倍至8,000億美元，2020年底總投資金額更達1.2兆美元。由此可知，綠色投資現在的確是眾人追尋的目標。以國泰金控與臺北大學在去年底合作的台灣SRI（社會責任投資）調查中也顯示，台灣相關投資金額佔總資產規模已達31.7%。 在這樣的全球ESG與SRI投資趨勢下，台灣投資人該如何參與相關的投資？ 由於台灣主管機關積極推動公司治理3.0，將有越來越多台灣上市櫃企業致力於永續經營，帶動ESG相關的ETF或基金發展潛力。現階段，國內投資人仍然能夠透過近300檔國際級ESG基金與ETF標的進行佈局，或透過專業的ESG評等公司所評等出表現優秀的公司作為投資標的。 聯合國於2015年啟動「2030永續發展目標（SDGs）」，提出17項全球政府與企業共同邁向永續發展的目標後，ESG開始受到關注，再加上如氣候組織（The Climate Group）與碳揭露計畫（Carbon Disclosure Project, CDP）所主導的全球再生能源倡議，從美系大廠Apple、 Facebook、Nike，到台灣的台積電、台達電積極參與下，ESG投資需求也成為投資市場的新顯學。 2020年的Covid-19無預警的發生，使得全球有三分之一的人口一度被禁止外出，大自然的反撲，也讓投資人對節能減碳、社會關懷、產業鏈維繫等重要議題關注提升，綠色投資也迎來榮景。 ESG投資期望創造更穩定報酬外，更重要的積極使命是透過ESG投資，讓已將ESG設定目標的公司做的更好，也讓還未加入ESG的公司加快參與腳步，否則將被投資人拒於門外。 分析台灣ESG基金/ETF結構，其中約65%是大型股，而海外ESG基金/ETF則約60%配置股票、20%則配置在債券。因此，基本上股債配置已將投資風險降低，若再加上ESG認證，相信對於退休族與穩健型的投資人來說，將是投資佈局中不可或缺的重要版圖。 可是伴隨而來的「漂綠（Greenwashing）」也不是陌生字眼。漂綠，指的是「以友善環境為名義，遮蓋掩護其產品、政策、或行動，掛羊頭賣狗肉」。 當投資人重視企業是否破壞環境時，公司就會藉「漂綠」，來宣傳和誇大其推動改善環境的績效。像是有些原物料業、食品業會高舉拯救雨林大旗，卻只是印印DM、辦辦宣傳會，或用非主流產品當做形象急先鋒。放到投資上，這就成了基金經理人為「漂綠基金」加冕的一道綠色光環。 這的確需要譴責，因為這是道德不良的典範。 隨著ESG基金的總資產管理規模(AUM) ，在2020年上半年首度突破一兆美元里程碑，放任冒名、搶熱度的漂綠基金遊走市場，恐將帶來大衝擊，連美國證券交易委員會（SEC）都考慮要更新永續基金的命名規定，希望基金名稱必須和其主要投資政策有相關性，來遏止基金漂綠行為。 面對無所不在的綠色投資宣傳、ESG友善呼籲，投資人最想問的是，我們該如何避開漂綠基金，找到真正永續投資的良心企業？ 永續投資簡單說，就是將ESG（Environmental環境；Social社會；Governance公司治理）要素納入投資策略考量。但是，同樣是「永續」「ESG」名號的基金，因投資決策不同，挑選到的ESG企業涉入程度也不一樣。面對眾多的ESG基金，我們可以有以下幾個評斷方法： 1.排除罪惡股。早期有不少基金表面上運用ESG篩選策略，卻僅僅是排除「罪惡股」(如軍火、菸草等)，永續深度很有限。 2.遵循第三方廠商ESG評級。多數機構法人以 MSCI、Sustainalytics 等協力廠商評級機構的評分資訊，作為ESG投資決策依據，投資人可以參考。 3.自行調查研究。投資人擁有自行調查研究的能力，更能減少對第三方資訊的依賴，不僅具備前瞻性，也才能真正看懂ESG。 漂綠，就本質來說，是一種行銷上的欺騙行為，想避免這種不良行為，可以以由上至下的法規來解決，像是歐盟在2020年6月通過「永續分類標準」，要求所有金融商品必須揭露其永續性資料；亞洲地區包含香港、新加坡和日本的監管機構也正積極對永續金融實施新規範，以提高ESG治理與公開性。 其次則是落實從下而上的投資人教育，從一片漂綠中洞悉真相，最基礎的方法即是學會問對問題、用心做功課，才能自主撥開漂綠基金的煙霧彈，做到用投資獲利、為社會與環境盡心。 《經濟學人》總評 封面故事 這期雜誌的重點，放在美國的種族問題上。封面上我們看到，在五顏六色的人影憧憧背景前，是去年被員警壓制致死的George Floyd。上面兩排黑色字體，大字寫的是：「Race in America」(美國的種族問題)；下面一排小字：「A SPECIAL REPORT」( 一個特別報導)。 在George Floyd被員警壓制致死一年後，這期經濟學人用了七篇文章，告訴我們美國種族議題在過去一年發生的變化。 此外，經濟學人還在美國版塊第一篇指出，其實拜登的「家庭計畫」最主要的目的是想要脫貧，經濟學人認為，確實不應該只解決某一個種族問題，而是應該讓整個美國脫貧，切斷種族與貧窮之間的連結 Floyd 的去世引發了美國有史以來最大規模的民權抗議活動，警察Chauvin也不同以往，被了判謀殺罪成立，美國及美國以外的機構，也開始以不同的眼光看待自己。有些事情確實需要改變。 但到底是什麼需要改變呢？經濟學人指出，當三個狀況同時發生時，大部分的種族差距就會出現，這三個狀況是：長期以來的經濟趨勢、奴隸制和種族隔離的遺留作用，以及當今對種族的既有歧視。前兩個通常是造成非裔美國人對現狀不滿的主要原因，但第三個狀況更引人關注。 這是一種倒退。種族歧視在美國仍然是一個詛咒，儘管它不像民權運動時期那麼離譜，也沒有30年前那麼普遍，但由於它的根深蒂固，因此想要根除它，不是現在任何一個政府有能力做到的。 貧窮與種族歧視在各個機構中遺留下來的結構性問題是不一樣的。以拜登政府新的兒童稅收減免政策為例，該政策似乎可以將兒童貧困率降低40％，但由於非裔美國人貧困人口高的不成比例，因此這種種族中立的政策，可以讓貧窮的黑人兒童數量減少高達一半。所以經濟學人認為，這個方法不但受到歡迎而且有效，脫貧的方式也是正確的。 註1：布雷頓森林協定（Bretton Woods Agreements）是第二次世界大戰後以美元為中心的國際貨幣體系協定。布雷頓森林體系（Bretton Woods system）是該協定對各國就貨幣的兌換、國際收支的調節、國際儲備資產的構成等問題共同作出的安排所確定的規則、採取的措施及相應的組織機構形式的總和。 Powered by Firstory Hosting

CEOs are in the business of making decisions. And it's the outcome of those decisions that define their success. So how do leaders rise to the challenge day after day, year over year? In A Life of Climb podcast, CEOs share how they've overcome some of the most difficult challenges of their careers. And Vistage CEO Sam Reese will connect with executive coaches, known as Vistage Chairs, for the 10,000 foot view of the leadership lessons that CEOs can apply to their businesses. Join us on A Life of Climb Podcast for a unique journey on the path of leadership.

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!

In this episode, we talk about how to be a strong leader with Francine Lasky. Francine is the Founder and CEO of Francine Lasky Enterprises and Chair of the Chicago chapter of Vistage Worldwide. She's a motivator, leader, speaker and listener. I found a quote from her that said her superpower isn't having the perfect answers but asking the important questions so we're turning the tables today to hear how she elevates the companies, communities and families of the leaders she works with.

In this episode, nationally-syndicated columnist, actor, and leadership consultant, Pam Sherman, joins us to discuss what it takes to ignite a passion for your brand’s mission in others, and the impact of authenticity and expressiveness in leadership, as well as business and organizational development. A former lawyer, Sherman now conducts programs and coaches leaders all over the world about leadership communications and how to present themselves and their mission with passion, and to find their EDGE: Explore, Dream, Grow, & Excite™. She has consulted with Fortune 500 companies, law firms, and advertising agencies, and is a highly-rated global resource for leadership groups, including, EO, Vistage Worldwide and YPO.If you're looking to build culture and leadership in your company, check out our whitepaper, Paychex Pulse of HR Survey: Stepping Up to Lead. DISCLAIMER:The information presented in this podcast, and that is further provided by the presenter, should not be considered legal or accounting advice, and should not substitute for legal, accounting, or other professional advice in which the facts and circumstances may warrant. We encourage you to consult legal counsel as it pertains to your own unique situation(s) and/or with any specific legal questions you may have.  

Vistage Worldwide has always focused on bringing together CEOs of small to midsize companies to share knowledge and best practices. And with the seismic shifts in the business world caused by the pandemic, its services have never been more needed. However, Vistage Worldwide’s model typically depends on in-person events and networking. CEO Sam Reese and his team had to think on their feet to continue to offer the support and camaraderie that Vistage is known for, without the ability to meet face-to-face. He shares how they pulled it off by placing their members’ needs at the center of every decision.

Dr. Brad Cousins is the CEO of Ingage Human Capital Strategies, where he designs breakthrough strategies and coaches transformational change. He is also the CEO of Brad Cousins & Company and serves as the CEO Board Chair at Vistage Worldwide, Inc. In these roles, Dr. Cousins utilizes his 20+ years of experience to help over 60 Boards and CEOs in Arkansas, Louisiana, and Mississippi. In addition to his executive work, Dr. Cousins has also established himself as a popular thought leader, consultant, and speaker in locations such as China, Paris, Brussels, and more. In this episode… Are you interested in learning about human motivations, instincts, and behavior in order to create a more effective and productive business? If so, you’re in the right place. With more than 20 years of valuable experience as an international business leader, mentor, and coach, Dr. Brad Cousins knows that business is driven by human behavior. Using the Predictive Index, he helps companies transform their workplaces and business practices by categorizing and understanding their team’s behavior. This is what Dr. Cousins calls an effective people strategy. On this episode of Succeed Under Stress, Dr. Jonathan Horowitz sits down with Dr. Brad Cousins of Ingage Human Capital Strategies to discuss the importance of developing a people strategy. Listen in today as they talk about dealing with professional stress during COVID-19, using the Predictive Index to improve your hiring process, and maintaining a growth mindset when faced with difficult circumstances. Stay tuned!

Learn about the five roles of everyday agile leaders and turning your conversation flow to cash flow with Mike Richardson, who specializes in the agility challenges of CEOs and executives running small to medium sized enterprises. He shares insights at the intersection of his agility experiences in three worlds. In the real-world, he started his career working as a Petroleum Engineer on offshore oil and gas drilling rigs with Shell International and now studies other everyday agile leaders in the real world: fighter pilots, Navy Seals, Fire Fighters and others. In the business world, via an MBA at London Business School, he went into the Aerospace industry and ended up running the Aerospace Division of a British public company, Spirent plc. In the advisory world, for nearly 20 years as an author, keynote speaker, facilitator, coach and board member, including 15 years as a CEO peer group chair and speaker with Vistage Worldwide.  Links More about upcoming webinars with Mike: https://mikerichardson.live/webinars-1 Related episode--Flourishing in a VUCA World: Agile, Agility, and Why It Matters:  https://indigopodcast.libsyn.com/flourishing-in-a-vuca-world

Tonya Twitchell is known to be a champion of people and possibilities. She is a passionate speaker, inspiring coach, and devoted consultant who propels the success of emerging and established leaders alike. As a Chair for Vistage Worldwide, she leads invitation-only peer advisory boards for innovative and high-performing CEOs, business owners, and senior executives who are committed to engaging and leveraging their most inspired selves. Over her two decades of experience, Tonya has made an immeasurable difference for countless people, as well as their families, employees, and entire communities. She will force you to re-examine your leadership until you supercharge your results. Beyond businesses, Tonya improves lives. In this episode… Change is constant. As Vistage Chair Tonya Twitchell points out, change was here before the COVID-19 pandemic, and it will be here on the other side. However, when we're forced to deal with moments of drastic change and uncertainty, such as the current crisis, our first response is most often one of fear. Therefore, in order to navigate this crisis, we must activate courage over fear and embrace the possibilities in front of us.  As a speaker, coach, and consultant, Tonya encourages leaders to focus on their driving purpose when faced with the unknown. She believes that by acting with intention, we can make the most out of every moment and opportunity. Before you take action,ask yourself: Where do I want to end up, and how do I want to be remembered? Join Fran Biderman-Gross in this episode of Drive Profit with Purpose as she and Tonya Twitchell discuss how to unlock opportunities for growth during times of change. Tune in as Tonya shares her advice on how to connect the dots between your corporate purpose and your personal life to achieve maximum profitability. Discover new ways to forge the legacy you want to leave behind.

https://www.vistage.com/vistage-chair/ ————————————- FOLLOW RADIO ENTREPRENEURS Facebook: Radio Entrepreneurs LinkedIn: Radio Entrepreneurs Twitter: @BizOnTheRadio Instagram: @RadioEntrepreneurs Youtube: Radio Entrepreneurs iTunes: RadioEntrepreneurs Spotify: Radio Entrepreneurs Google Play: Radio Entrepreneurs Stitcher: Radio Entrepreneurs ————————————- The post “The Power of Peer Advantage for Entrepreneurs” with Craig James of Vistage Worldwide appeared first on Radio Entrepreneurs.

Entrepreneur Benji Hyam shares his inside view to successful content marketing, where you should focus and what to expect, and how to get results. He also reveals his life-changing movie experience. See the episode notes and transcript: https://www.talkswithpetri.com/how-to-succeed-in-content-marketing/. Guest bio Entrepreneur Benji Hyam lives in San Diego, California and he is the co-founder of Grow and Convert (a content marketing agency). He also co-founded the SaaS app Wordable.io (which was acquired in Nov 2017). Previously, he lived in San Francisco for two years where he ran marketing for two different venture-backed startups – Everwise and Thinkapps. Before making the move to San Francisco, he lived in San Diego for 16 years where he started his first content agency Social Proof Interactive, worked at Mitek Systems and Vistage Worldwide– both in marketing. He enjoys surfing, travelling, and eating great food. -------------- All episode notes and transcripts: http://www.talkswithpetri.com/ Subscribe and listen: Apple iTunes (Podcasts), Google Podcasts, Spotify. Follow on Twitter. Talks with Petri -podcast helps startup founders and entrepreneurs to build their business by inspiring and sharing knowledge from other founders, thought leaders and people who are building the future. The show explores personal stories and experiences with lessons learned. The international guests are building the future in culture, arts, business, economics, technology or they are having big ideas. The real talk conversations go deep but the tone is entertaining. The purpose is always to learn more and share the know-how with others. If you like the podcast please leave a short review on Apple Podcasts (iTunes) or get me a coffee. You can also send me feedback and suggestions.

Tonya Twitchell is a speaker, coach, and consultant. She is the Chair for Vistage Worldwide and works with high performing CEOs, business owners, and senior executives who are working on engaging with and leveraging their best selves and their teams. Tonya is a former senior executive for two rapidly-growing companies and has helped many other companies increase revenue and profitability. She has led, trained, and coached a variety of different leaders in different industries and sectors including health care, finance, government, the public sector, and even the United States Air Force. Tonya graduated magna cum laude from Carleton College with a Bachelor's Degree in Political Science. She also studied Chinese Language at Nankai University in Tianjin, China. In this week’s episode of The Smart Business Revolution Podcast, John Corcoran interviews Tonya Twitchell, a Vistage Chair, about coaching business leaders, dealing with family tragedy, and her transition to and from the corporate world. The post Tonya Twitchell | How to Recover from a Family Tragedy – and Emerge Stronger appeared first on Smart Business Revolution.

Women Your Mother Warned You About™ is the podcast that makes business sexy again. Co-hosted by Gina Trimarco and Rachel Pitts (formerly Tipton), the show is a blend of best business practices and “real life” hacks, filled with laughter, practical advice, random chatter and some serious moments. Add to the mix the occasional guests and special segments, such as “That’s What He Said” (featuring the male point of view). Gina and Rachel stress “we love men”. This is a show for women and men, while embracing all things female – from body image issues and mom challenges to how to show value in a sales conversation while wearing the best shade of lipstick. The goal of their podcast is to break down all types of barriers in business and life, making money while making others happy … and laughing as much as possible while they do it. Meet Gina Trimarco and Rachel Pitts (formerly Tipton), two sales pros who are smart, real, vivacious, bold, not bad to look at and not afraid to say what they think … sometimes saying things BEFORE they think. These two came together several years ago when Gina was Rachel’s business coach. They became instant friends as their dynamic personalities not only raise the energy in a room together, but also take some people by surprise. They’ve traveled parallel journeys as performers and business women who have both lived interesting lives, with amazing wins and losses along the way. What makes them so similar is their resilience and optimism, with a desire to lift others up while telling them to put on their big girl (or boy) panties. Their show will (usually) make you laugh so hard at their commentary, that you’ll most likely need some new panties (or boxer briefs)! Rachel Pitts: “Before anything else, I’m Roxie’s mom,” says Rachel Pitts (formerly Tipton). Born into a large family in Martinsville, Virginia, her original dream was to be a dancer. That very first dance class led her to an exciting career on television, screen, and stage that took her to several countries and on endless crazy adventures. Her motto has always been: “Entertain. Inform. Inspire.” Before Facebook even existed, she used to post inspirational posts outside her door at the performing arts high school she attended. Rachel is the type of woman who has always had more than one thing going at a time. Throughout her early career, always holding at least one other job outside of performing, she fell in love with business, sales, and marketing. When Roxie was born, she tried to “grow up” and get a “real job” by getting her real estate license in 2009, just as the housing market was starting to recover. And for several years she owned a fitness business since her long dance career gave her a thorough knowledge of the human body. Recently married to Felix, Rachel loves to travel with her family. She plays the piano and guitar, speaks French, and was once a magician’s assistant. One thing is for sure, Rachel hardly ever stops her relentless forward commotion. “It’s too much fun!” she exclaims. She is a Realtor with BRG in Myrtle Beach, who has now made the shift to US Mortgage to work on the lender side, still performs from time to time, and always has something new up her sleeve. Rachel is a survivor with incredible resilience. She reveals how she made it through some tough moments in her past in her first book, The Gift of Wreckage which can be found on Amazon at https://buff.ly/2CskGv7 Gina Trimarco: Gina Trimarco is a native of Chicago and CEO/Founder of Pivot10 Results and Carolina Improv Company. She has 25+ years of experience in marketing, sales, operations and people training. Gina combines street smarts and improv comedy skills with her experience in the corporate and entrepreneurial worlds, which sets her apart from her competition. When the economy crashed in 2008 she lost her corporate job and decided to do something seemingly impossible to many – she started an unproven concept business in Myrtle Beach, SC instead of finding a new job. That business, Carolina Improv Company (CIC), has been #1 on TripAdvisor for Nightlife Attractions since 2010, offering improv classes and shows, similar to Second City, where she took classes while finishing her journalism degree at DePaul University. CIC quickly gave birth to a second company, Pivot10 Results, a training and strategy company that helps businesses and executives shift from people problems to performance results, using improv as a training tool for sales and engagement skills. Gina combines street smarts and improv comedy skills with her experience in the corporate and entrepreneurial worlds, which sets her apart from her competition. “Sass without too much crass” is how Gina Trimarco describes herself. A high energy entrepreneur, engager, speaker, trainer, improv comedienne and podcast producer, Gina credits most of her success on her upbringing by her Italian mobster dad and German immigrant mother. Her first “official” sales job was working for her dad Carmie in a Chicago flea market at the age of 10. “On the record”, Carmie was a truck driver by day with many side hustles, including locksmithing and selling a variety of items at flea markets on weekends. He taught her how to “cut keys” and sell everything from toasters to Members Only jackets and Jordache jeans. Rumor has it that he was called the “Merchandise Man” and did a variety of “jobs” for Al Capone. Gina also produces and hosts The Pivotal Leader podcast, is a Vistage Worldwide speaker and also a member of the Forbes Coaches Council, in addition to being a contributor to Forbes.com and TrainingMagazine.com. Linkedin Profile https://www.linkedin.com/in/ginatrimarco/ and https://www.linkedin.com/in/rachelpitts/ Facebook https://www.facebook.com/womenyourmotherwarnedyouabout Instagram https://www.instagram.com/womenyourmotherwarnedyouabout/ Twitter https://twitter.com/womenwarned Youtube Channel https://www.youtube.com/channel/UCGHdAysNfLAUM4N2A7j11vA Do you have anything you would like to promote? Book, Podcast, workshop... Women Your Mother Warned You About podcast and patreon page (patreon.com/warners

Women Your Mother Warned You About™ is the podcast that makes business sexy again. Co-hosted by Gina Trimarco and Rachel Pitts (formerly Tipton), the show is a blend of best business practices and “real life” hacks, filled with laughter, practical advice, random chatter and some serious moments. Add to the mix the occasional guests and special segments, such as “That’s What He Said” (featuring the male point of view). Gina and Rachel stress “we love men”. This is a show for women and men, while embracing all things female – from body image issues and mom challenges to how to show value in a sales conversation while wearing the best shade of lipstick. The goal of their podcast is to break down all types of barriers in business and life, making money while making others happy … and laughing as much as possible while they do it. Meet Gina Trimarco and Rachel Pitts (formerly Tipton), two sales pros who are smart, real, vivacious, bold, not bad to look at and not afraid to say what they think … sometimes saying things BEFORE they think. These two came together several years ago when Gina was Rachel’s business coach. They became instant friends as their dynamic personalities not only raise the energy in a room together, but also take some people by surprise. They’ve traveled parallel journeys as performers and business women who have both lived interesting lives, with amazing wins and losses along the way. What makes them so similar is their resilience and optimism, with a desire to lift others up while telling them to put on their big girl (or boy) panties. Their show will (usually) make you laugh so hard at their commentary, that you’ll most likely need some new panties (or boxer briefs)! Rachel Pitts: “Before anything else, I’m Roxie’s mom,” says Rachel Pitts (formerly Tipton). Born into a large family in Martinsville, Virginia, her original dream was to be a dancer. That very first dance class led her to an exciting career on television, screen, and stage that took her to several countries and on endless crazy adventures. Her motto has always been: “Entertain. Inform. Inspire.” Before Facebook even existed, she used to post inspirational posts outside her door at the performing arts high school she attended. Rachel is the type of woman who has always had more than one thing going at a time. Throughout her early career, always holding at least one other job outside of performing, she fell in love with business, sales, and marketing. When Roxie was born, she tried to “grow up” and get a “real job” by getting her real estate license in 2009, just as the housing market was starting to recover. And for several years she owned a fitness business since her long dance career gave her a thorough knowledge of the human body. Recently married to Felix, Rachel loves to travel with her family. She plays the piano and guitar, speaks French, and was once a magician’s assistant. One thing is for sure, Rachel hardly ever stops her relentless forward commotion. “It’s too much fun!” she exclaims. She is a Realtor with BRG in Myrtle Beach, who has now made the shift to US Mortgage to work on the lender side, still performs from time to time, and always has something new up her sleeve. Rachel is a survivor with incredible resilience. She reveals how she made it through some tough moments in her past in her first book, The Gift of Wreckage which can be found on Amazon at https://buff.ly/2CskGv7 Gina Trimarco: Gina Trimarco is a native of Chicago and CEO/Founder of Pivot10 Results and Carolina Improv Company. She has 25+ years of experience in marketing, sales, operations and people training. Gina combines street smarts and improv comedy skills with her experience in the corporate and entrepreneurial worlds, which sets her apart from her competition. When the economy crashed in 2008 she lost her corporate job and decided to do something seemingly impossible to many – she started an unproven concept business in Myrtle Beach, SC instead of finding a new job. That business, Carolina Improv Company (CIC), has been #1 on TripAdvisor for Nightlife Attractions since 2010, offering improv classes and shows, similar to Second City, where she took classes while finishing her journalism degree at DePaul University. CIC quickly gave birth to a second company, Pivot10 Results, a training and strategy company that helps businesses and executives shift from people problems to performance results, using improv as a training tool for sales and engagement skills. Gina combines street smarts and improv comedy skills with her experience in the corporate and entrepreneurial worlds, which sets her apart from her competition. “Sass without too much crass” is how Gina Trimarco describes herself. A high energy entrepreneur, engager, speaker, trainer, improv comedienne and podcast producer, Gina credits most of her success on her upbringing by her Italian mobster dad and German immigrant mother. Her first “official” sales job was working for her dad Carmie in a Chicago flea market at the age of 10. “On the record”, Carmie was a truck driver by day with many side hustles, including locksmithing and selling a variety of items at flea markets on weekends. He taught her how to “cut keys” and sell everything from toasters to Members Only jackets and Jordache jeans. Rumor has it that he was called the “Merchandise Man” and did a variety of “jobs” for Al Capone. Gina also produces and hosts The Pivotal Leader podcast, is a Vistage Worldwide speaker and also a member of the Forbes Coaches Council, in addition to being a contributor to Forbes.com and TrainingMagazine.com. Linkedin Profile https://www.linkedin.com/in/ginatrimarco/ and https://www.linkedin.com/in/rachelpitts/ Facebook https://www.facebook.com/womenyourmotherwarnedyouabout Instagram https://www.instagram.com/womenyourmotherwarnedyouabout/ Twitter https://twitter.com/womenwarned Youtube Channel https://www.youtube.com/channel/UCGHdAysNfLAUM4N2A7j11vA Do you have anything you would like to promote? Book, Podcast, workshop... Women Your Mother Warned You About podcast and patreon page (patreon.com/warners

In episode 108 on CEO Forums, corporate speaking opportunities, and cultivating resilience, I’m joined by Tonya Twitchell – a Vistage Worldwide Chair, Executive Coach, and Speaker. Tonya embodies what it means to be a champion of people and possibilities. Tonya believes each of us has the potential to be an important and impactful leader. In her current roles as speaker, coach, consultant, and Chair for Vistage Worldwide, Tonya works with high-performing CEOs, business owners, and senior executives who are committed to engaging with and leveraging their best, most inspired selves. As a former senior executive for two diverse and rapidly growing companies, Tonya consistently increased company revenues and profitability, transformed company cultures and teams, and positioned each company as an innovative and trendsetting industry leader. For nearly two decades, Tonya has delivered high-impact coaching and consulting to both individual and corporate clients, with an emphasis on legacy, teams, and difficult conversations. Tonya has led, trained, and coached leaders across industries and sectors such as construction, banking, commercial real estate, insurance, public relations, nonprofits, technology, retail, manufacturing, healthcare, finance, government/public sector, education, and the United States Air Force. Tonya and I cover a lot of territory – from living into your legacy and cultivating resilience amidst significant loss to connecting with and truly serving C-suite and senior leaders as a speaker and coach. We go into the deep, complicated stuff and talk about the possibilities that lie on the other side of our most painful moments. More specifically, Tonya and I discuss: What Vistage Worldwide is – and why this CEO Forum provides a great opportunity for CEOs looking for a peer advisory group as well as coaches and consultants who want to connect with C-suite leaders (I also share my firsthand experience as a Vistage speaker) How Tonya survived losing many of her family members in close succession – and how her losses amplified not only her resilience but also her desire to serve leaders The key differences between a “legacy of design” and a “legacy of default” Key dos and don’ts for speakers pitching CEO Forums and other corporate speaking opportunities How booking speakers for her Vistage CEO Forums has strengthened Tonya’s own speaking content and speaker marketing What I learned from Tonya about how to hold space effectively for other people’s learning and growth In This Episode: About Tonya Twitchell [ 6:10 ] What drew Tonya to Vistage [ 10:15 ] How Tonya finds the strength to work from a place of service [ 14:20 ] How we attract what we are and not what we want [ 20:45 ] Why we shouldn’t maintain the status quo [ 22:30 ] What Tonya looks for in a speaker [ 28:45 ] How Vistage CEO Forums have strengthened Tonya’s speaking content [ 33:00 ] About holding space for others to effectively learn and grow [ 36:40 ] Moxielicous quotes “You can stay down, or you can get up; you have to choose.” “We have to play a bigger game; the ripples are too small if it’s just us.” “We attract what we are, not what we want.” “I believe in the power of practice and the value of taking small, consistent, and diligent steps.” “I look for people who are willing to roll up their sleeves and do real-time work.” Resources mentioned in this episode You’re invited to my Zoom 80s themed birthday dance party on Monday, June 1st at 10 am pacific! For 30 minutes, we’ll dance as I usher in a new decade of life. Join me here: https://bit.ly/LeaderShiftWithLex  Learn more about today’s guest, Tonya Twitchell (and Vistage Worldwide) on LinkedIn or via Tonya’s website. The Step into Your Moxie® Messaging Studio offers a variety of messaging services to help entrepreneurial and business leaders speak up for themselves, their businesses, and their ideas. Prospective clients will be able to access short-term coaching packages rooted in developing a specific aspect of messaging (e.g., a new business offering and marketing plan for it, adapting a live presentation for a virtual format, creating relevant offers, and classy selling on sales calls). Through the Step into Your Moxie Messaging® Studio, you can also invest in done-for-you messaging like speaker-one-sheets and media kits, thought leadership bios, consulting proposals, email sequences, and website copy. And, as an executive coach, I will continue to support senior leaders to amplify their high-stakes speaking skills – particularly during this time where crisis communication is no longer an exception but rather the norm. From how to deliver difficult information to employees, to how to speak to investors and boards, to how to show up on video for employees and elicit trust and catalyze commitment when communicating, if you are an executive leader who wants to strike a balance between credibility and vulnerability, have a trusted partner to role play high-stakes conversations and presentations with, and receive deep support with your individual and organizational messaging, let’s talk. If you are interested in learning more about the Step into Your Moxie® Messaging Studio or Executive Coaching, send an email to speaking@alexiavernon.com and let me know more about you/your organization and what you are seeking. If inquiring about the Messaging Studio, it would be a great help if you would also fill out this Interest Form. Follow me on Instagram @alexiavernon. Let’s continue the conversation in my Facebook Group - the Spotlight Speakers Salon. Subscribe to Moxielicious via Apple Podcasts, Stitcher, Google Play, or Spotify so you never miss an episode!

How are CEOs and entrepreneurs faring while the economy has essentially come screeching to a halt? And are they optimistic or pessimistic about what comes next? Joe Galvin, Vistage Worldwide’s Chief Research Officer, answers those questions and more as he discusses the results of Vistage’s recent C-Suite Survey.

Running a family owned business has never been more challenging for many in times of economic change as well as focus. This is especially true as we are coming out of a health and economic crisis. Children have been left with businesses to run, trusts to manage and major economic challenges. Family businesses account for 64 percent of U.S. gross domestic product, generate 62 percent of the country's employment and account for 78 percent of all new job creation. However, 30% of all family owned businesses make the transition into the second generation, 12% into the third and only 3% into the fourth and beyond. Frank Fabela, leading private CEO peer advisory boards for Vistage Worldwide, has focused on helping many family owned businesses, specifically in creating a board of advisors. Frank has actually been on both sides of the table, working as an engineer inside several family owned businesses, and also as an advisor and mentor for his own group members who own family owned businesses. In transitioning to the next generation, the statistics show only 30% of family owned businesses will be successful. Frank outlined some guidelines that have helped many start moving through this process successfully, most specifically with a board of advisors and setting up a unity of command. You can find out more about Frank at https://vistage.com/chairs/frank.fabela.

Get to know these successful thought leaders and find out how they present themselves and their crafts as experts in their fields. Deborah Dubree (http://aha.pub/DeborahDubree) is the founder and CEO of ClearEDGE. She offers elite performance strategies and expertise to high achievers, including C-suite executives, top-performing entrepreneurs, NFL players, and pro golfers. Deborah’s wit, compassion, and straightforward style make her a highly sought-after coach, trainer, and speaker. Her national and international speaking engagements, training programs, and development workshops have consistently received rave reviews for containing the right mix of learning, laughing, and real-life practical results. Deborah is raising-the-bar on the outdated leadership model. She trains leaders and their teams how to WIN more often and more consistently. If you’re ready to catapult your influence, impact and income, reach out to Deborah Dubree by visiting her website https://deborahdubree.com. Dr. Stephen Long (http://aha.pub/StephenLong) is the founder and president at Motere Consulting. Stephen specializes in human performance, leadership development, talent optimization and strategic execution consulting services for business leaders based on his statistically based predictive model of Human Performance & Leadership. His model is composed of valid measurements and proven educational programs helping financially underperforming, plateaued or special situation organizations where strategy might be sound, but execution is lacking. Stephen is dedicated to helping his clients be equipped with the skills to execute strategy consistently to the best of their ability. If you want to achieve a specific goal for your business but feel there is a leadership gap, reach out to Dr. Stephen Long by visiting his website at https://motereconsulting.com/. Kimberly Svoboda (https://aha.pub/KimberlySvoboda) is the founder and CEO of Aspiration Catalyst, group leader at ProVisors, contributing writer at Forbes Coaches Council, accredited Vistage keynote speaker at Vistage Worldwide, Inc. and Vice-Chair of the Executive Committee of the Better Business Bureau. Kimberly conducts leadership development coaching programs for leaders. She helps them improve their leadership skills so that they can take their businesses to the next level. Kimberly is passionate about helping her clients to improve their leadership skills so that they are able to achieve better results faster and easier. If you are looking for #LeadershipDevelopment programs to train yourself and your leaders to hit your goals and upscale your business, consider reaching out to Kimberly Svoboda by visiting her website https://www.aspirationcatalyst.com/. Global Credibility Expert, Mitchell Levy is a TEDx speaker and international bestselling author of over 60 books. As The AHA Guy at AHAthat (https://ahathat.com), he helps to extract the genius from your head in a two-three hour interview so that his team can ghostwrite your book, publish it, distribute it, and make you an Amazon bestselling author in four months or less. He is an accomplished Entrepreneur who has created twenty businesses in Silicon Valley including four publishing companies that have published over 800 books. He’s provided strategic consulting to over one hundred companies, and has been chairman of the board of a NASDAQ-listed company. Mitchell has been happily married for thirty years and regularly spends four weeks in Europe with family and friends. Visit https://mitchelllevy.com/mitchelllevypresents/ for an archive of all the podcast episodes. Connect to Mitchell Levy on: Mitchell Levy Present AHA Moments: https://mitchelllevy.com/mitchelllevypresents/ Thought Leader Life: https://thoughtleaderlife.com AHAthat Radio: https://AHAthatRadio.com Learn more about your ad choices. Visit megaphone.fm/adchoices

Contact info:Robert Grossman Founder Black Diamond Leadership (818) 231-5238 (Mobile) robert@blackdiamondleadership.com Bio:Robert Grossman is the Founder and CEO of Black Diamond Leadership, a national management training and executive coaching agency that works with individuals, organizations, and teams to drive peak performance and profitability. A 360 Solutions certified high-performance leadership and teamwork consultant and one of 18 Fearless Organization certified Psychological Safety coaches in the U.S., Robert has coached and trained more 500 exceptional leaders across the country and internationally. Under Robert's leadership, Black Diamond's executive coaching team drives personal and professional growth in critical areas, including communication and teamwork, employee engagement, processes, and organizational structure, and emotional intelligence, trust, and psychological safety. A dynamic public and sought-after speaker, Robert shares leadership advice and teamwork strategies as a keynote and workshop speaker and executive coach, including incorporating humorous and compelling stories from his past business successes and failures and his years volunteering on the National Ski Patrol. Robert has demonstrated a strong commitment to supporting his clients during critical growth points in their business journey, including providing one-on-one and team coaching and mentoring to build innovative, creative, customer-focused, and collaborative teams; and engages all team members as contributing partners in the business.  A skilled entrepreneur, Robert has founded and led a strategic marketing and communications firm and a content creation company. Under his leadership, Focus Creative Group served Fortune 500 companies and international brands from Disney to WellPoint and earned more than two dozen industry awards for excellence. Waiting Room Theater, a subscription-based content management platform designed for medical office waiting rooms, collected 3,000 clients nationwide. Robert also served as executive chairman of the world’s largest CEO membership organization, Vistage Worldwide, Inc. Learn more about your ad choices. Visit megaphone.fm/adchoices

Learn how to change so you can really grow!   Jackie Kibler brings to our listeners a fresh perspective on how to run a business, just better. It is always a challenge for us to work with clients who have great ideas but are not great at growing them, managing the daily tasks, or developing the scalability that is needed. One of our favorite clients could have really used Jackie. Like those in my book, "On the Brink: A Fresh Lens to Take Your Business to New Heights," this client just didn’t have the processes or perspective to see what was all around them. Jackie's business uses the methods of EOS (Entrepreneurial Operating System) to help companies obtain accountability from their staff, the communication needed to stay on strategy, and the focus required to grow. Maybe she can help you grow too? Hear how EOS can help your business get the structure it needs to sustain growth Growing up in an entrepreneurial family, Jackie early on developed a passion for supporting the growth of small to midsize companies and their owners. Over 25 years, she has worked in a variety of capacities, from managing a global sales team of 120 employees at a Fortune 500 company to creating and implementing a sales, recruiting and retention strategy for a small startup. Her ability to lead and drive behavioral change is based on coaching all levels of an organization to a process, then holding people accountable to the desired result of the process. Sounds a lot like what we do at SAMC, especially the focus on implementing a change process. Along with a new strategy, you might need a new culture  Like Jackie, we work with you and your business to create processes that will move you in the right direction and get you un-stuck. That often means changing your culture, because very likely, it's your old culture that got you stuck in the first place. (Remember that saying, "culture eats strategy for lunch"? It's very true...the two are closely tied together.) In these fast-changing times, you really need to rethink what you're doing and how to best accelerate change. As culture change experts, we help our clients do just that. Some background on Jackie In 2015, Jackie was recruited to Vistage Worldwide as the Executive of the Pacific Region where she coached 60 entrepreneurial CEOs in growing their businesses. It was in this role that she was introduced to EOS, and she quickly realized that this was a key factor in driving transformation in entrepreneurial companies. In 2019, Jackie launched her own business and executive coaching firm, JW Kibler group, and became a Professional EOS Implementer.™ Today, she is passionate about streamlining sales and operational efficiencies so that entrepreneurs and leaders can take their organizations to the next level and thrive. Her focus is on building up people, creating healthy teams and managing operations to business goals.  Need to change your culture so you can grow? Start with these blogs and podcasts Blog: How's Your Culture? Doing Fine Or In Drastic Need Of An Overhaul? Blog: How Storytelling Can Transform Your Culture And Energize Your Team Podcast: Tristan White—A Great Place To Work Starts With A Great Culture Podcast: Mike Scott—Creating A Culture Of Accountability Additional resources Jackie's company: JW Kibler group My award-winning book: "On the Brink: A Fresh Lens to Take Your Business to New Heights" Simon Associates Management Consultants website  

Everyone in a hiring capacity has made a wrong hire in their career. I believe that this is a direct result of hiring for skills first. Here’s the scoop, a person’s skills can change, but you can't change who they are. And technical abilities are not a clear indicator of passion in the work.   Today’s Quote:  “Values should underpin Vision, which dictates Mission, which determines Strategy, which surfaces Goals that frame Objectives, which in turn drives the Tactics that tell an organization what Resources, Infrastructure, and Processes are needed to support a certainty of Execution.” — Mike Myatt Our guest today: David Kinnear, Executive Mentor & Group Chair of Vistage International. Dave Kinnear is a Business Advisor, Mentor and Executive Leader Coach. Through his affiliation with Vistage Worldwide, Dave convenes and facilitates peer advisory boards of Business Owners, Company Presidents, General Managers and Chief Executives dedicated to becoming better leaders who make better decisions and achieve better results.  Dave is also an executive-to-executive mentor to Executive MBA students at the UCI Paul Merage School of Business and a coach for the Center for Entrepreneurship at CalState University, Fullerton. Today we are going to discuss Why a skills-based interview is dangerous values alignment is critical The framework for a successful interview Why do people interview for competency/skills? Competency is easy This is what people focus on  Today's workers need mastery, purpose and autonomy Shared values aligns well with the way decisions are made within the company We all want to do what's right for the tribe The soft stuff is not easy. Most CEO’s don't know what the real values are Profitability is what is really valued Transparency on the financials are missing Management decisions are the values Culture is the way things get done around here The way things get done is by making decisions Decisions are made reflective of the values How do we Hire for Values? Running, Knees, shoes analog Know what the real values Ask questions to determine the person’s values Uncover the person’s values How someone works with others and makes decisions Ask questions that validate the core values Let the silence do the heavy lifting! When they have the values Reveal the mismatch in what they have now and where you align Skills can be learned The person you want is not on the street Hire them Rick’s Nuggets Design questions around the corporate values (Amazon's leadership principals)  Ask behavioral questions and dig deep. This uncovers the truth about who the person is "Walk me through a time"... Then ask why, why, why? Do not ask leading questions Ask the question and shut up! Key Takeaways · Values are the foundation of an organization's culture. · An organization’s leader has only one critical job, and that’s to actively manage the culture · The leadership team must believe in and live the values every day

Hi I'm Joel Volk and welcome to my new podcast - Small Bizcast, It's a Wonderful Life! Join me in the pursuit of exploring the small business world as I and my entrepreneurial guests explore our experiences in business and issues we face on a day-to-day basis.  _____________________________ Today's guest is Roland Crane from Vistage Worldwide, Inc. We will discuss the importance of association and accountability and how the struggles of the average business owner is a lot more common than you think.  _____________________________ We'd like to thank today's sponsor, MERCURY DOCUMENT IMAGING COMPANY. Mercury Document Imaging provides holistic document management services,  automating office processes, giving you maximum output with minimum  cost. Mercury Document Imaging Company's wide range of services includes  support, sales and supplies of a variety of manufacturer's brands. Thank you. Shout out to Mr. Thrive Media for producing my show! Check out Founder and Producer Charlie Volk's content at www.MrThrive.com. _____________________________ Roland Crane's Socials: roland.crane@vistagechair.com

Join us today as we speak with RDML, US Navy, Retired, Joe Kuzmick, Chair at Vistage Worldwide, Inc. about military and business leadership mentality.

No Money Down Investing is a valuable technique that ensures the safety of your investment in a market that has a tendency to be risky. Learn how to virtually invest from the comfort of your home with no money down! Eric Pittmann, a full-time Executive Coach at Vistage Worldwide, joins host Paul Lizell as they get into the mindset that investors need to have in order to be successful. Eric talks about creative financing and using private lending to secure deals using none of his own money. No money down investing is not easy to secure, but he explains how “asking” the right questions can give you the “yes” you are looking for. As Paul and Eric go over how important cash flow is to any real estate investor and a must-have in your tool belt, Eric also explains how easy it is to invest virtually from across the country and how technology has made it simple to invest without every seeing a property in person.Love the show? Subscribe, rate, review, and share!Here’s How »Join Flipping Out community today:thevirtualinvestor.coFacebookLinkedIn

No Money Down Investing is a valuable technique that ensures the safety of your investment in a market that has a tendency to be risky. Learn how to virtually invest from the comfort of your home with no money down! Eric Pittmann, a full-time Executive Coach at Vistage Worldwide, joins host Paul Lizell  as they […]

                  Tom is a Chair of Vistage Worldwide, the world's largest CEO and Presidential organization with 20,000 members.  Email: tomr@roddelnhs.com Check out our new search directory to hear top Advisors and Speakers at www.ExitCoachRadio.com   Show host and speaker Bill Black helps business owners develop their 3-5 year Succession & Exit plan. Learn more at www.Ersi.biz.   Advisors: If you would like to be interviewed, sign up at www.ExitCoachInterviews.com  

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.

Happy Monday, Let's Talk Sales! listeners! This episode's featured guest is George Janson. George is the Founder and President of Honest Insights, an executive coaching, consulting, and sales/leadership training firm.  He is also the Group Chair at Vistage Worldwide, an exclusive organization of CEOs and executive leaders. He specifically works with leaders who are committed […] The post Let’s Talk Sales! Leadership and Growth with George Janson – Episode 177 appeared first on Criteria For Success.

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.

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. He is a leadership consultant and certified speaker for Vistage Worldwide and the John C. Maxwell Team, and he holds numerous credentials in the principles of instruction from the United States Air Force, where he tenured as an Airman Leadership School instructor. He is the founder of Build Your Vibe and he teaches CEOs how to lead with military confidence.Learn more at: buildyourvibe.comRebelpreneur Radio with Ralph Brogdenhttps://businessinnovatorsradio.com/rebelpreneur-radio-with-ralph-brogden/

Vistage Worldwide is a tremendous asset for business owner members. But many members are overlooking an important resource. Here Ginger Anderson discusses the importance of joining and attending their Networks especially the Family Business Network for those in family businesses. I attended the meeting in San Diego this morning and it was very valuable for all attendees.

Kurt Graves from Vistage Worldwide joins us this morning to discuss his experience as a Executive Coach and his excitement of helping people become self aware while accomplishing great things.

CEO Peer Groups What’s a CEO peer group all about? Should I join one? What’s the return on the investment of participating in such a group? In this edition of “Decision Vision” host Michael Blake, interviews Marc Borrelli, Chair of Vistage Worldwide. Marc Borrelli, Vistage Worldwide Marc Borrelli arranges and chairs Vistage Peer Advisory Groups, […] The post Decision Vision Episode 14: CEO Peer Groups - An Interview with Marc Borrelli, Vistage Worldwide appeared first on Business RadioX ®.

In this full episode of "Exploring Minds", Michele Carroll and military veteran Mahyar Rostami sit down to discuss the concept of "leading ourselves". Throughout the episode Michele and Mahyar touch on various topics such as discipline, focus, procrastination, humility, ego, and patience. - 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. - SUPPORT US ON PATREON:  https://www.patreon.com/exploringmindsshow FOLLOW ALONG FOR UPDATES AND NEW EPISODES: Discord - https://discord.gg/YhaAcN3 Facebook - https://www.facebook.com/exploringmindsshow Twitter - https://twitter.com/ExploreMinds_TV Instagram - https://www.instagram.com/exploreminds_tv/ Website - exploringminds.show —  Exploring Minds with Michele Carroll is the online show committed to exploring the world beyond talking points.  Thank you for watching! Support the show.

Summary: Artie Isaac leads peer groups with Vistage Worldwide, the world’s leading chief executive organization. Artie also leads corporate brainstorming and idea generation programs to develop new products and expand productivity. He holds a Professional Coach Certification from the International Coach Federation and certifications from EQ-i, Predictive Index and Myers-Briggs. His continuing education includes the …

Lisa Pickell: Lisa joined Orren Pickell in 2004 as a remodeling division manager, became chief operating officer in 2010 and took the helm as president in 2017. She has a demonstrated commitment to the firm’s tradition of excellence, and has been equally dedicated to advancing the construction industry. In 2017, she was recognized by Constructech Magazine as one of the nation’s leading Women in Construction. She was named Remodeler of the Year by the Home Builders Association of Greater Chicago in 2009, and was selected as one of Professional Remodeler magazine’s 40 Under 40 in 2011. Lisa graduated from Miami University in Oxford, Ohio with a business degree in marketing and a minor in art and architectural history. Lisa is an active member of Vistage Worldwide, the Executive’s Club of Chicago, and the Chicago Architecture Foundation where she sits on several planning committees. Lisa also conducts Chicago River cruises for the Foundation—one of TripAdvisor’s Top 10 Tours in the United States—and has studied culinary arts at Kendall College.   Learn more about your ad choices. Visit megaphone.fm/adchoices

 In this episode, Christina Martini and Leo Bottary discuss: How do you know when a formal peer group is a good fit and when it isn’t? Let’s get personal – can you share some of the most significant peer group experiences you have had – both positive and negative? What are some of the biggest takeaways you have from your experiences doing this work? You have now written 2 books – The Power of Peers and What Anyone Can Do.  Tell us about them and what made you decide to write them. Key Takeaways: Each person in your life contributes to you in different ways. It’s easier to prepare for something if you have someone along the way pushing you through. Asking others for help holds you accountable to accomplish your goal. Take a goal and break it into smaller pieces for smaller victories along the way. “You realize how powerful it is that you actually complete your goal instead of just getting 70% of the way there.” —  Leo Bottary   About Leo Bottary: Leo Bottary is a keynote speaker, author, workshop facilitator, adjunct professor, and thought leader on the topic of peer advantage.  Peer influence is something you’ve experienced for your entire life, often without a great deal of thought or effort.  Peer advantage is what can be realized when you engage your peers in a manner that’s more selective, strategic, and structured.   If you want to grow as an individual, collaborate more effectively, become a better leader, and prepare your organization to meet the challenges of the future, then enlist a group of peers you respect and who are committed to the same goals and watch what happens! During his tenure at Vistage Worldwide, Leo directed a thought leadership initiative on the power of peers in business, which resulted in a book he coauthored with Leon Shapiro titled:   (https://www.amazon.com/Power-Peers-Company-Leadership-Success/dp/1629561207/ref=tmm_hrd_swatch_0?_encoding=UTF8&qid=&sr=) . The premise of the book is as simple as it is powerful.  Who you surround yourself with matters and, because of this, business leaders can help each other in ways they just won’t find anywhere else.  It’s essentially provides a look into how and why formal peer groups are so powerful. Leo’s new book (to be published and released in September) is titled: What Anyone Can Do: How Surrounding Yourself with the Right People Will Drive Change, Opportunity, and Personal Growth.  With the help of Leo’s Year of the Peer podcast guests (and illustrations by  Ryan Foland (https://www.ryanfoland.com/) ), you’ll discover that success isn’t enjoyed only by people possessing superhuman qualities; it’s also realized by those who enlist the support of others to help them do the things anyone can do that most of us never will.  The narrative steps outside the formal peer group arena to examine all the important relationships we have in our lives (parents, teachers, spouses, mentors, children, mentees, etc.) and how if we enlisted their support more frequently and pointedly, we would all do the things anyone can do far more often.   Connect with Leo Bottary: Website: https://leobottary.com/ (https://leobottary.com/) Connect with Christina Martini: Twitter: @TinaMartini10 (https://twitter.com/TinaMartini10?ref_src=twsrc%5Egoogle%7Ctwcamp%5Eserp%7Ctwgr%5Eauthor) Website: www.paradigmshiftshow.com (http://www.paradigmshiftshow.com/) DLA Piper: https://www.dlapiper.com/en/us/people/m/martini-christina-l/ (https://www.dlapiper.com/en/us/people/m/martini-christina-l/) LinkedIn: Christina Martini (https://www.linkedin.com/in/christinamartini) Email: christinamartini.paradigmshift@gmail.com (mailto:christinamartini.paradigmshift@gmail.com)   Show notes by Podcastologist: Jessie Taylor Audio production by Turnkey Podcast Productions. (https://www.turnkeypodcast.com/) You’re the...

We brought special guest, George Satula of Vistage Worldwide, on the podcast to discuss a powerful strategy that a small, tight-knit group of CEOs and executives have tapped into. In fact, this strategy has helped some companies grow 2.2x faster than other small to medium-sized businesses. We're talking about masterminds, and specifically a form these groups have taken in recent years: CEO Peer Groups. Within these groups, executives like you can find a place where you can: Confidentially discuss the real truth about the issues in your organization--and how to deal with those challenges to create year-over-year growth. Find people who will hold you accountable to your vision, something that's often hard to come by at the top level of management. Continue your personal and professional relationship in a high-level environment to help you become a truly great leader. And even though this idea was first put forth in 1937, we'll show you how its modern form can help you get more out your business. For a transcript of this episode as well as additional resources mentioned in this episode, visit: http://McArdleBusinessAdvisors.com/podcast

Brian Roberts is the CEO of Croix Connect. He provides "CEO Whisperer" services to small business owners ranging from $5-100M. This service includes advising and coaching CEOs and other executives, and a "connector" to any services they may need. Brian also serves as CEO Peer Group Leader for Vistage Worldwide, where he has four groups of 10-15 executives who work on real-world problems together in a confidential and agenda-free setting. Prior to founding Croix Connect in 2001, Brian had various senior executive roles at various technology companies of all sizes in the 90s. A 15-year veteran of the US Air Force, Brian's favorite assignment was with the White House Communication Agency where he was part of the Presidential Communications Advance team for the first two Reagan-Gorbechev summits in Geneva and Reykjavik.

ABOUT:    Marks talks to an old friend, Simon Iredale, about business in the digital age, how marketing has to be permeate through every part of your company, and how concentrating on the little things can turn around the fortunes of your business     SIMON IREDALE   Simon has spent 18 years in the digital world helping small medium and enterprise businesses understand and take advantage of the opportunities digital can bring their companies.    CEO at Motionlab, Orvelo and Motionlab Interactive, a group of creative, marketing and tech businesses that are founded on the obsession with data and results. We mix science and creativity to deliver highly visual solutions backed up by big data marketing.   He is also a huge believer in sharing the knowledge, the knowledge of what works and what doesn't work in our switched on world. Over the years he has developed several models that are based on evidence derived from the most successful companies he has worked with, taking these models and implement them at Board level for organisations that are driven by the ambition to succeed.    This has led Simon to become an established public speaker for organisations such as Boost and Vistage Worldwide and being on panels where tech, marketing or entrepreneurship is the focus. He is also an Enterprise Ambassador for Lancashire Forum.    FOLLOW US:    Simon / Motionlab  https://uk.linkedin.com/in/simonjiredale https://twitter.com/si_ji  http://www.simoniredale.com http://www.motionlab.co.uk/      Mark / WE ARE Spectacular https://twitter.com/spectacularmark https://twitter.com/spectacularchat  https://www.facebook.com/SpectacularChat https://www.linkedin.com/in/markmcculloch/    Do you want to be on the next Spectacular Marketing Podcast? Email gabby@wearespectacular.com  

Leo Bottary is VP of Peer Advantage for Vistage Worldwide and co-author of, "The Power of Peers: How the Company You Keep Drives Leadership, GrowthandSuccess."

Leo Bottary is Vice President, Peer Advantage for Vistage Worldwide, where he directs a thought leadership initiative on the power of peer influence for business leaders. Leo recently coauthored the book, The Power of Peers with Leon Shapiro, which was released by the publisher in March, 2016. Since 2008, Leo has also served as an adjunct professor, teaching online and on campus residencies for two of Seton Hall University’s graduate communication and leadership programs. In 2015, he was named adjunct teacher of the year for the College of Communication and the Arts. Earlier in his career, Leo served in senior leadership positions at Mullen and at Hill & Knowlton (H&K), where he was also Director of Client Service for the US. In the mid 1990s, Leo founded a public relations agency that a leading industry trade publication hailed as a regional powerhouse, new media pioneer, and great place to work. Bottary & Partners Public Relations won national and regional awards and developed a website that was named best PR Agency website in America by Ragan Communications in 1997. He sold the firm in 2000. Leo has earned a BA from Jacksonville University, an MA in Strategic Communication and Leadership from Seton Hall University and is expected to receive his EdD from Northeastern University with a concentration in Organizational Leadership upon completion of his Leos dissertation topic focuses on learning outcomes for CEOs who participate in peer advisory groups.