In this episode of the Thoughtful Entrepreneur, your host Josh Elledge speaks with the Owner of Geoff Welch Consulting, Geoff Welch. Geoff Welch specializes in assisting midlife small business owners, recognizing that while their businesses may appear successful on the surface, the owners often feel overwhelmed by their responsibilities, feeling more like employees than proprietors. Welch advocates for a philosophy where the business should function as an employee, serving the owner's needs and goals rather than dominating their life. He identifies a common cycle among entrepreneurs: starting with passion, they build their businesses from scratch, but as the businesses expand, so do their demands, transforming passion into a burdensome obligation. To counteract this, Welch emphasizes the importance of shifting focus from expansion to systematization. Geoff also addresses the challenges faced by high achievers, who often set lofty standards for themselves, potentially leading to self-criticism. He underscores the value of mentorship and peer support to provide perspective and guidance, helping mitigate the pressures of high expectations. Geoff offers individual phone coaching to support business owners and help them clarify their business goals, develop systems, document processes, and improve delegation skills. Additionally, he is developing a mastermind group to foster a communal learning environment for mutual growth. Key Points from the Episode: Geoff Welch's expertise in working with overwhelmed small business owners The importance of treating a business like an employee and ensuring it serves the owner's needs and goals The typical cycle of how a founder or visionary starts a business and the challenges they face The challenge of high performers and visionaries having high expectations for themselves Geoff's coaching services, including one-on-one phone coaching and a mastermind group Geoff's podcast "Your Business Is Not Your Boss" and its focus on communication challenges between business owners and their teams The difficulties of effectively communicating vision and expectations to a team Geoff's anti-overwhelm playbook and its role in changing one's relationship with their business About Geoff Welch: Geoff Welch is a pivotal figure in the entrepreneurial landscape, known for his dedication to helping profitable small business owners navigate overwhelming challenges. With nearly two decades of experience at the forefront of his business, his expertise is encapsulated in the 5D Framework, a cornerstone of his one-on-one coaching. This innovative approach is designed to help business owners across the United States reclaim control over their enterprises, transforming them into operations that serve rather than consume their lives. Welch's...

In this episode of the Thoughtful Entrepreneur, your host Josh Elledge speaks to the Author Daniel Den. Daniel, a fellow Floridian, developed a methodology he terms the X-Factor Effect, aimed at transforming the approach businesses take to stand out in their markets. This approach emphasizes differentiation beyond mere competition on pricing or engaging in unfair practices. Instead, Daniel advocates for utilizing a variety of distinctions to establish a business as the dominant player in its field. He presented the nine pillars of differentiation, a strategic framework designed to elevate a business to a leading position within its niche. These pillars serve as the basis for creating a unique selling proposition that effectively makes the competition irrelevant. Daniel further introduced the principle of "ideas that influence," aimed at penetrating the saturated market of marketing messages with a distinct and appealing message that resonates with the intended audience. He exemplified this through his initiative, the Big Ideas Box, an interactive book box experience designed to engage potential clients effectively. A critical insight from the discussion was the significance of pinpointing a specific target audience or avatar. By crafting marketing communications that directly address the needs and experiences of this audience, a business can foster trust and distinguish itself from its competitors. This approach prioritizes establishing a personal connection beyond mere transactions. Key Points from the Episode: Differentiation and standing out in a competitive market The nine pillars of differentiation The X-Factor Effect methodology for businesses Overcoming issues such as price wars and unfair competition Tailoring marketing messages to resonate with a specific target audience The "celebrity code" as a pillar of differentiation Creating a first big impression and exceptional customer experience The concept of "ideas that influence" in marketing The interactive book box experience offered through Big Ideas Box Building industry influence and authority over time About Daniel Den: Daniel Den is renowned for his innovative contributions to the marketing and sales industry and has nearly two decades of expertise. As the co-creator of the "X Factor Effect" methodology, he has significantly impacted over 20,000 students and clients, guiding them towards substantial business growth. His philosophy, "Different is the new Better," underscores the importance of distinctiveness in achieving market leadership. Outside of his professional achievements, Den's life is marked by adventure and family. He travelled the globe with his wife and four children for several years, embracing

In this episode of the Thoughtful Entrepreneur, your host Josh Elledge speaks with the Co-Founder of YoungCaesar, Kristiyan Uzunchev. Kristiyan's entrepreneurial spirit shone through as he recounted his early foray into the world of digital marketing. Hailing from Bulgaria, he quickly realized the potential of his business endeavors, leading him to boldly drop out of college and fully commit to his company, Young Caesar Digital. His focus? To usher industrial manufacturers into the digital age, helping them expand their reach and acquire new customers through modernized sales approaches. Kristiyan highlighted a significant opportunity for manufacturers: the shift to digital marketing. With high-value products and relatively low competition in the digital space, manufacturers who embrace this change can reap substantial rewards. However, the transition isn't without its challenges. Christian stressed the importance of delivering tangible results to these companies, many of which have long relied on traditional sales methods. The manufacturing industry has been somewhat set in its ways, with trade shows and referrals being the norm for sales and marketing. Kristiyan pointed out the limitations of these methods and introduced the concept of outbound marketing as a more effective alternative. He shared his success with cold calling and targeted campaigns, which have proven advantageous in generating qualified leads and reaching a broader audience. YoungCaesar Digital's advertising strategies are tailored to the manufacturing sector, focusing on Google Ads and LinkedIn. Christian discussed the nuances of advertising on these platforms, emphasizing the power of retargeting strategies and the need to target the right audience. He also touched on the unique challenges and opportunities of advertising on LinkedIn. Key Points from the Episode: Challenges and opportunities in working with manufacturing companies Unique approach to acquiring customers through outbound marketing Trends in manufacturing sales and marketing Typical sales and marketing practices in the manufacturing industry Effectiveness of cold calling and outbound marketing in the manufacturing industry Advertising strategies employed by Young Caesar Digital, including Google Ads and LinkedIn About Kristiyan Uzunchev: Kristiyan Uzunchev, better known by his moniker Youngceaser, is a professional in the field of Internet Marketing, with a focus on Search Engine Optimization (SEO), Search Engine Marketing (SEM), Social Media Marketing (SMM), and Content Marketing. His expertise is leveraging various digital marketing strategies to enhance online visibility and engagement for businesses and brands. Beyond his professional endeavors, Kristiyan portrays himself as a serene individual who enjoys spending his downtime at tranquil and appealing locations. This contrast between his dynamic professional life and peaceful personal pursuits highlights a balanced approach to his career and leisure activities. Kristiyan’s ability to navigate the fast-paced digital marketing scene while maintaining a calm and collected persona outside of work reflects his multifaceted character and professional dedication. About YoungCaesar: Young Ceasar is a digital growth agency specializing in transforming qualified leads into paying customers, enabling businesses to focus more on innovation rather than sales. This approach facilitates the development of superior products and fosters a strong connection with a dedicated fan base, leading to sustainable long-term growth. By partnering with companies, Young Ceasar plays a crucial role in crafting a seamless journey for...

In this episode of the Thoughtful Entrepreneur, your host Josh Elledge speaks to the Co-Founder of Smart Author® Media, Chris Benetti. Chris pointed out that podcasts and books are the best business lead sources. They create deep, meaningful relationships and provide immense value. A book allows you to share your expertise and methodologies in a way that builds trust and credibility, setting you apart from the "fast AI crap" that floods the market. While audio platforms like Audible are gaining popularity among busy entrepreneurs, a significant audience still appreciates the tactile experience of a paperback or the convenience of a Kindle. Understanding these preferences is crucial for tailoring your book marketing strategy. Chris's background in sales funnels has informed his unique approach to book marketing. Rather than bombarding potential clients with messages, he advocates for a more thoughtful, inbound approach. By providing upfront value through a book, you can nurture leads and guide them towards becoming clients. Chris shared examples of authors who have thrived under his guidance, such as Ryan Dyas, Scott Holford, and Joel Airway. These authors didn't just sell books—they converted readers into high-value clients, demonstrating the effectiveness of a well-crafted book marketing campaign. Key Points from the Episode: Impact of books in business Using books as a lead generation tool Importance of deep business relationships Myths around making money from book sales Strategies for leveraging books to attract clients Book marketing and lead generation Ideal clients for Smart Author Media Importance of podcasts and books as lead sources About Chris Benetti: Chris Benetti founded Smart Author Media, a company specializing in book marketing. With extensive expertise in the field, Chris has played a pivotal role in the success of his clients, aiding them in generating more than $20 million in sales through their books and digital products. In 2023 alone, he sold over 19,000 books for his clients. His proven track record showcases his ability to effectively market books, ensuring they reach their intended audiences and achieve significant sales figures. Chris Benetti's approach combines strategic marketing techniques with a deep understanding of the digital marketplace, making him a go-to expert for authors looking to maximize their book's potential and leverage it for broader business success. About Smart Author Media: Smart Media Author is a comprehensive service designed to effectively support authors in marketing their books. It specializes in creating high-quality sales funnels, ads, and email campaign guides, utilizing authors' book creatives and sales copy resources. This service aims to boost book sales by ensuring books reach their target audience through tailored growth strategies. Smart Media Author focuses on converting readers into leads and purchasers for the author's core business, expanding business opportunities. Leveraging a skilled team positions authors as authorities in their niches, enhancing their overall business revenue. Smart Media Author's holistic approach focuses on creation, growth, and profit to help authors and their businesses thrive. Links Mentioned in this Episode: Want to learn more? Check out Smart Author® Media website at https://smartauthormedia.com/ Check out Smart Author® Media on LinkedIn at <a href="https://www.linkedin.com/company/smartauthormedia/" target="_blank" rel="noopener...

In this episode of the Thoughtful Entrepreneur, your host Josh Elledge speaks with the Co-Founder of Airtight Concepts Inc., Maiko Sakai. Maiko's story is as fascinating as it is inspiring. Born and raised in Japan, she made her way to the United States with a passion for music, working with record labels and even shredding the guitar in a Guns N' Roses cover band. Her transition from the music industry to business consulting was driven by a desire to help creative entrepreneurs navigate the often turbulent waters of business operations. Maiko highlighted a common thread among creative entrepreneurs. While they excel in their craft and client acquisition, they frequently struggle with the operational side of their businesses. This struggle can hinder their ability to scale and grow. Maiko's approach to consulting focuses on decluttering and streamlining business processes, preparing these creative powerhouses for the next level of their entrepreneurial journey. Maiko doesn't believe in one-size-fits-all solutions. Instead, she offers strategies tailored to the specific stage of an entrepreneur's business, whether budding entrepreneurs, in the growth stage, mature stage, or even legacy planning. Her sales programs are designed to address the unique challenges at each stage, from inconsistent client acquisition to cash flow management. Maiko challenged the notion that simply creating great work is enough. Instead, she urged creatives to actively share their ideas, content, and products to gain visibility. Authentic engagement with their audience and sharing the creative process can be powerful tools for building a loyal following. Key Points from the Episode: Maiko Sakai's background and work with creative entrepreneurs Challenges faced by creative entrepreneurs in managing their businesses Strategies for attracting more business using superpowers Leveraging social media and client attraction from a creative perspective The impact of AI on creative entrepreneurs Maiko's approach to working with clients and her tailored programs Signs indicating the need for entrepreneurs to seek assistance Importance of authenticity and human connection in business communications About Maiko Sakai: Maiko Sakai, founder of Airtight Concepts, stands out as a strategic business consultant, assisting visionary entrepreneurs in evolving their businesses into profitable ventures. Dubbing her clients "Grounded Go-Getters," she transforms transactional models into transformational successes through programs like "10 Leads in 10 Weeks Challenge," "Define + Refine Your Profitable Niche," and "Business Optimizer 360." Maiko aims to streamline expertpreneurs' and creative agency owners' paths to scalability within six months, using established frameworks and systems to minimize trial and error. Born in Japan but feeling deeply connected to New York, her passions extend to ethnic cuisine, ultra-contemporary design, and exotic houseplants. Maiko's academic credentials include an MBA from Cornell University, enhancing her expertise in guiding businesses towards operational efficiency and market leadership. About Airtight Concepts Inc.: Airtight Concepts is a dynamic consultancy focusing on back-office optimization and business development for seven-figure businesses in the creative, lifestyle, and entertainment sectors in NYC and beyond. Specializing in guiding overworked founders and owners towards sustainability, scalability, and profitability, the firm offers comprehensive services, including growth advisory, business development, restructuring, and strategic placement of SOPs. The Business Optimizer 360 program...

In this episode of the Thoughtful Entrepreneur, your host Josh Elledge speaks with the CEO &amp; Founder Coach of Sorgenfrei ApS, Peter Sorgenfrei. Peter Sorgenfrei is a seasoned entrepreneur and coach intimately familiar with the solitary path of a founder. With six companies and clients in seven countries, Peter's extensive experience ranges from a plastic bag manufacturer in Romania to a tech startup in California, where he has been instrumental in guiding CEOs and founders through business complexities. Peter Sorgenfrei specializes in human behavior and the personal challenges that founders encounter. He recognizes the stressful nature of entrepreneurship and offers his services as a psychologist, motivator, and strategic partner, tailoring his approach to meet the unique needs of each founder. Peter has observed common patterns among entrepreneurs, such as imposter syndrome, co-founder relationships, and the management of boards and investors. His coaching is customized to confront these challenges directly, equipping founders with the necessary tools for success. Peter strongly emphasizes founders' mental and emotional well-being, stressing the importance of distinguishing personal identity from professional roles. He offers practical advice for stress management, including exercise, meditation, diet, and sleep, which are crucial for maintaining a healthy mindset and improving business performance. Key Points from the Episode: Sales strategies for agency owners, consultants, coaches, and B2B service providers The role of a founder and CEO in navigating business challenges Specialization in human behavior and personal development for founders and CEOs Common patterns and challenges faced by founders and CEOs Managing mental health and stress in the entrepreneurial role Strategies for managing anxiety and depression in the business world Addressing substance abuse and addiction among CEOs The impact of online content and social media on entrepreneurs About Peter Sorgenfrei: Peter Sorgenfrei is a seasoned coach assisting CEOs and founders with personal and professional development. With over 43,000 followers on LinkedIn and recognition as a LinkedIn Top Voice, Sorgenfrei has established a significant online presence. He also runs a popular weekly newsletter, "Intentional Leadership," with over 10,000 subscribers. Peter's career spans 15 years of founding and leading companies in the US, UK, and Denmark, experiencing both small-scale and sizeable multi-country team leadership. Sorgenfrei's journey includes overcoming a personal crisis, leading him to advocate for the Whole Human Approach. This philosophy emphasizes a balanced life, integrating professional ambitions with mental, physical, and relational well-being. Sorgenfrei's extensive international experience and personal insights equip him to offer valuable advice and strategies to his clients, promoting both professional success and personal harmony. About Sorgenfrei ApS: Sorgenfrei ApS is a personal and professional development consultancy that supports CEOs and founders through professional challenges and personal growth. The service offers comprehensive support, whether clients face tactical dilemmas or strategic decision-making, regardless of their perceived need for guidance. The core mission is to assist leaders in navigating the complexities of running a company while maintaining a balanced, healthy, and fulfilling life. This involves managing the highs and lows of entrepreneurship and addressing internal struggles and interpersonal dynamics. The consultancy's hands-on approach involves regular meetings,...

In this episode of the Thoughtful Entrepreneur, your host Josh Elledge speaks with the Co-Founder of Empire Partners, Brook Bishop. Empire Partners is committed to transforming skilled individuals into profitable business owners. Brook Bishop and his team specialize in guiding those who have monetized their message, assisting them in marketing, sales, and fulfillment. Their goal is to amplify these professionals' reach, ensuring they connect with more people and establish themselves as successful entrepreneurs. Bishop emphasized the critical role of effective branding and marketing and the finesse required in sales conversations. Drawing from his experience with Tony Robbins' business mastery program, he shared invaluable insights on training and experience that can elevate a business's acumen. Bishop highlighted two major traps aspiring coaches and consultants often fall into: the desire to serve every potential client and the premature leap into paid advertising. He advised listeners to focus on defining their target audience and to build a solid marketing foundation before investing in paid ads. Bishop delved into finding a niche and establishing a robust referral network. Word-of-mouth referrals and recognition for specific expertise can be game-changers in the coaching and consulting industry. They discussed how specializing in a niche can lead to a stronger market presence and more consistent business. Bishop also provided a glimpse into the structure of Empire Partners, which includes a mastermind program centered on marketing, sales, and fulfillment, alongside a sales training program that helps coaches authentically enroll clients. He emphasized the significance of understanding sales psychology and confronting limiting beliefs that can hinder the sales process. Key Points from the Episode: Challenges faced by coaches and consultants in attracting new business and maintainng sales predictability Importance of branding, effective marketing, and mastering sales conversations Avoiding common pitfalls for aspiring coaches and consultants Significance of building a strong referral network and establishing a clear niche Overview of Empire Partners' mastermind program and sales training program Understanding the psychology of sales and overcoming limiting beliefs About Brook Bishop: Brook Bishop is a seasoned expert in Personal Development with over 20 years of experience, covering Business Consulting, Practice Management, Coaching, and Product Development. Having worked with leading figures like Tony Robbins and renowned companies such as Buffini and Company, Brook has profoundly impacted the Personal Development sector. His global engagement with over 50,000 coaching clients showcases his extensive influence and dedication.  Brook's innovative approach extends to his personal life, where he embodies a...

In this episode of the Thoughtful Entrepreneur, your host Josh Elledge speaks with the Founder of TANDA Digital, Tudor Dumitrescu. Tudor Dumitrescu and his company, Tanda Digital, are at the forefront of helping businesses scale their relationships, especially in the B2B sector. One of the key takeaways from our conversation was the importance of positioning your business in the market to stand out. Tudor introduced the "input methodology," a proprietary framework developed by Tanda Digital that emphasizes the significance of market positioning. Tudor shares his perspective on qualifying prospects and closing with value. Understanding client needs and aligning offerings to meet those needs ensures mutually beneficial deals and lays the groundwork for enduring business relationships. Tudor also points to the extensive resources on Tanda Digital's website, including the LinkedIn playbook. He outlines the services offered by his company, which cater to businesses that either prefer the work done for them or those who wish to apply the strategies with tools and coaching. Key Points from the Episode: Tanda Digital boosts B2B connections. Engaging and converting B2B leads with Tanda's strategies. Tanda's frameworks: Input Methodology, N Cubed, and Win-Win Deals. The importance of standout positioning in crowded markets. Nurturing leads for credibility and leadership in the industry. About Tudor Dumitrescu: Tudor Dumitrescu is a distinguished Romanian international serial entrepreneur with ventures spanning marketing, artificial intelligence, debt collection, and publishing. Globetrotting and splitting his time between Romania and the UK, Tudor's passion for technology and business is evident in his founding of a leading direct-response marketing agency.  Tudor's notable contributions include developing the NPOT Methodology™ and the N³ Agency Growth Model™, tools that have propelled over 1,000 agencies to scale effectively. Over the past three years, he has cultivated an audience of 8,500 agency owners on LinkedIn, demonstrating his influence and expertise.  Through TANDA Digital, his current focus is aiding agencies in securing a steady stream of elite clients by leveraging LinkedIn. His system, a blend of authority building, direct outreach, and problem identification, ensures a consistent and predictable pipeline for top-tier client acquisition. About TANDA Digital: TANDA Digital is revolutionizing the digital services sector by empowering businesses to eclipse established competitors through strategic niche authority development, superior market intelligence for identifying and engaging with premium clients, and crafting win-win deals.  Leveraging LinkedIn, the world's largest B2B network, TANDA Digital employs its unique N³ Growth Model™, integrating Network Building, Nurturing with Authority Content, and...

In this episode of the Thoughtful Entrepreneur, your host Josh Elledge speaks with theCEO &amp; Founder of Elumynt, LLC, William Harris. William Harris has highlighted the critical need to shift focus to the bottom line. He pointed out that chasing top-line revenue only sometimes equates to increased profitability and can sometimes have the opposite effect. Element's innovative systems are designed to help businesses optimize their campaigns while closely monitoring EBITDA. William introduced two vital concepts: aggregate EBITDA and unit-level profitability. By analyzing each product's profit margin and customer acquisition cost, Element guides businesses in making decisions that substantially enhance their bottom line. This strategy is not only logical but also crucial for achieving sustainable growth. One may question why not all businesses focus on EBITDA if it is so advantageous. The challenge lies in the difficulty of integrating profit data into advertising platforms. Many businesses and media buyers are more comfortable with straightforward top-line metrics, which can be deceptive. William stressed that a profound comprehension of the business, beyond just the industry, is required to master this complexity. Although unable to divulge specific client information due to confidentiality agreements, William recounted the success of an outdoor apparel brand that revolutionized its advertising approach. By targeting their campaigns on more profitable products, such as their premium coats, the brand saw a marked improvement in profitability. Key Points from the Episode: EBITDA-focused growth optimization for e-commerce Prioritizing bottom-line over top-line growth Enhancing acquisition or exit potential with EBITDA strategies E-commerce challenges and growth via advertising and media buys Tactics for EBITDA-centric campaign optimization Linking media buying to bottom-line profitability Success stories from EBITDA-optimized campaigns How EBITDA optimization boosts acquisition or exit attractiveness EBITDA focus altering marketing team outcomes and views Financial upsides of EBITDA optimization, despite higher costs About William Harris: William Harris is a distinguished figure in digital marketing, particularly known for his expertise in accelerating the revenue and user growth of e-commerce and SaaS businesses. As the founder and CEO of Elumynt, an e-commerce marketing agency, and the head of marketing for Sellbrite, a company specializing in multichannel e-commerce growth and management, Harris has a proven track record of success.  <span...

1863 - Business Flow and Efficiency with Goaldi Coaching &amp; Consulting's Traci Bermingham

1862 - Personality-Driven Sales &amp; Marketing with Usman Sheikh of xiQ, Inc.

In this episode of the Thoughtful Entrepreneur, your host Josh Elledge speaks with the Chief Executive Officer of Custom Box Agency, Mark Stern. Mark Stern and his team at Custom Box Agency have mastered the art of enhancing the customer journey. They believe you can unlock a world of possibilities by genuinely understanding the path you ask your customers to take. From accelerating results to introducing new monetization strategies, the focus is optimizing every step of the experience. Mark shared an intriguing strategy involving a concept called "collection." By creating a series of boxes that customers receive over time, you can encourage continued engagement and create a sense of anticipation. This approach is inspired by the success of initiatives like the Spartan Race, where participants are motivated to complete a series of challenges to collect all parts of a medal Mark mentioned his work with Joey Coleman, author of "Never Lose a Customer Again," highlighting the importance of clarity in the customer journey. By dissecting a client's offerings, Custom Box Agency ensures a clear and compelling pathway for customers, which has led to significant impacts for their clients, particularly in the print-on-demand space. Key Points from the Episode: Importance of understanding the customer journey Custom Box Agency's approach to optimizing the customer journey The role of physical experiences in a digital age Three core objectives for businesses: acquisition, delivery, and retention Components of a custom box experience: welcome note, getting started guide, dedicated journey map, and additional tools for success Eliminating friction points in the customer journey Using custom boxes as activation and retention tools About Mark Stern: Mark Stern is the entrepreneurial mind behind the Custom Box Agency, a pioneering experience design firm dedicated to transforming the customer journey through innovative direct mail solutions. Celebrated in Forbes as a transformative figure in the Next 1,000 Entrepreneurs, Stern's work is symbolic of a new American Dream.  Mark's insights into employee retention were highlighted in Joey Coleman's Wall Street Journal Bestseller, Never Lose an Employee Again. Before his entrepreneurial journey, Stern excelled as a strategy consultant at Deloitte Consulting, the globe's premier consulting entity. An alumnus of Duke University, he holds an MBA.  Beyond his professional achievements, Stern is a fitness enthusiast, a five-time Spartan Trifecta achiever, and a mentor at South-by-Southwest Start-up events. His passions extend to being a lifelong fan of tacos and BBQ. Stern makes his home in Austin, Texas, where he continues to innovate and inspire. About Custom Box...

In this episode of the Thoughtful Entrepreneur, your host Josh Elledge speaks to the CEO of Execute to Win, Lee Benson. [caption id="attachment_286822" align="aligncenter" width="1920"] Improving Companies’ Results with Lee Benson of Execute to Win[/caption] Lee introduced us to his MIND methodology, an acronym for Most Important Number and Drivers. This approach is a game-changer in how organizations set goals and drive value creation. Traditional goal-setting methods often fail to foster the behaviors necessary for genuine value creation within a company. Lee's methodology bridges this gap by connecting culture directly to value creation. The core of the MIND methodology is the alignment of every team member's efforts towards improving the organization's most important numbers. It's akin to a sports team working in unison to win a game. This focus ensures everyone's energy is directed towards the same end goal, fostering a sense of unity and purpose. Lee's definition of value creation extends beyond the material. He includes emotional energy and spiritual aspects, presenting a holistic view that resonates deeply with CEOs and leaders. As Lee puts it, a CEO's role is continually increasing the organization's value, necessitating intentional methodologies and strategies. Lee shed light on his work with organizations through programs like the "quickstart" initiative, which helps companies implement the MIND methodology swiftly and effectively. He also spoke about "Execute Masterminds," a program designed for CEOs who are determined to accelerate their organization's value. These programs underscore the importance of surgical leadership development, customized to meet each organization's unique needs. Key Points from the Episode: MIND methodology: Most Important Number and Drivers Connecting culture to value creation Traditional goal setting and driving behaviors Holistic definition of value creation CEO's role in increasing organization's value Quickstart program for implementing MIND methodology Execute Masterminds for CEOs About Lee Benson: Lee Benson is a seasoned entrepreneur and business strategist with a remarkable track record of founding seven companies over the last 25 years, achieving exits ranging from millions to nine figures. Beyond his entrepreneurial success, Benson has collaborated with hundreds of leadership teams across various industries and sizes, from small teams of four to large corporations with over 40,000 employees, encompassing for-profit and nonprofit sectors.  His primary focus has been on enhancing the rate of value creation, crucial for boosting cash flow, profit, and impact. To address the common issue of overemphasis on process at the expense of outcomes, Benson developed the MIND Methodology (Most Important Number and Drivers Methodology). This innovative...

In this episode of the Thoughtful Entrepreneur, your host Josh Elledge speaks with the Founder &amp; President of Leader's Edge, HR Huntsman.  HR Huntsman's approach to business growth is both strategic and holistic. He understands that for businesses to scale, they need to develop strong leadership and cohesive teams. One of the key insights HR shared was the critical transition leaders must make from being "time tellers" to "clock builders." This metaphor encapsulates the idea that leaders should concentrate on creating systems and infrastructures that function independently of their constant oversight. It's about empowering your team and setting up processes that ensure the business can thrive, even when the leader isn't present. Another fascinating topic we delved into was the concept of creative conflict. HR believes that for a company to grow, it must cultivate an environment where different viewpoints are tolerated and actively encouraged. This culture allows for innovation and problem-solving from various perspectives, leading to more robust and creative solutions. Leadership development and team building are also at the heart of achieving sustainable growth. HR emphasized the importance of nurturing leaders who can carry the vision and drive the company's growth. The current labor market presents unique challenges, and HR did not shy away from addressing these. He stressed the importance of adapting to employee engagement and retention dynamics.  In his view, companies should see themselves as training organizations that excel in their fields. This perspective necessitates robust onboarding and training programs that bring employees up to speed, foster their development, and encourage them to stay with the company. Key Points from the Episode: Business growth strategies for small and medium-sized businesses Leadership development and team building Transitioning from "time tellers" to "clock builders" Fostering a culture of creative conflict and diverse perspectives Challenges in the labor market and adapting to changing dynamics Employee engagement and retention Viewing organizations as training companies Effective onboarding and training programs Importance of personal connection and collaboration opportunities About HR Huntsman: HR Huntsman, the founder of Leader's Edge, is a seasoned leader with over 30 years of experience. Driven by his journey of overcoming childhood challenges, he has dedicated himself to investing in and empowering young leaders.  Through Leader's Edge, HR imparts valuable life and leadership principles from his successful endeavors, emphasizing the...

In this episode of the Thoughtful Entrepreneur, your host Josh Elledge speaks to the Founder &amp; Principal of MIK Architecture, Matias Daroch. Matias Daroch is a name that has become synonymous with luxury and elegance in the architectural realm. His firm, MIK Architecture, has been at the forefront of designing opulent homes that not only exude style but also offer a sanctuary for those who inhabit them. Matias shared his approach to creating these magnificent dwellings, emphasizing the importance of understanding residential developers' and investors' unique needs and desires. He believes that a luxury home is more than just a space; it's an experience that should be tailored to the individual's lifestyle. Matias's commentary on the environment's role in our well-being was a particularly insightful moment in the dialogue. Matias and his team at Mike Architecture consider this in every project, striving to create homes that are not only visually stunning but also foster tranquillity and well-being. He emphasized the significance of elements like natural light, open spaces, and the incorporation of nature in his design philosophy. Matias offered valuable perspectives from the investor community. He observed an increasing valuation of high-end residential properties, particularly in booming markets like Miami. Investors seek homes that deliver luxury and practicality, with state-of-the-art amenities and avant-garde design. Matias also mentioned the necessity of staying abreast of architectural trends to satisfy the sophisticated preferences of these investors. Key Points from the Episode: Discussion between Josh Elledge and Matias Daroch  Matias Daroch's work in architecture Designing luxury homes for residential developers and investors in Miami Impact of the environment on well-being Investor community's outlook on the higher-end residential market About Matias Daroch: Matias Daroch is characterized by his simplicity and adaptability, which enable him to navigate various situations easily. His creativity and hardworking nature are foundational to his approach to challenges, constantly seeking new knowledge to devise solutions. Matias is innovative and possesses strong communication skills, making him an effective communicator across different scenarios. His tolerance and leadership abilities further highlight his capacity to manage and lead teams effectively, fostering an environment where everyone feels included and valued.  This unique blend of qualities makes him versatile, capable of contributing significantly to any endeavor he undertakes, combining creativity, leadership, and an unending quest for knowledge to overcome obstacles and achieve objectives. About MIK Architecture: MIK Architecture, founded by Chilean architect Matias Daroch in January 2020, emerged from a unique perspective. Initially involved in managing his family's real estate investments in Miami,...

In this episode of the Thoughtful Entrepreneur, your host Josh Elledge speaks to the Founder &amp; Chairman of Academic Technology Ventures, Inc., Corey Park. Corey shared the pivotal moments that led to the creation of this groundbreaking company. ATV is a testament to Corey's unwavering commitment to bridging the gap between academic research and real-world applications. His insights into transforming theoretical knowledge into market-ready solutions were enlightening. Corey emphasized how ATV nurtures partnerships between academia and industry, creating a symbiotic relationship that accelerates the development of new technologies. He provided examples of successful ventures that have emerged from these collaborations, showcasing the potential for significant societal impact. As the chairman of ATV, Corey Park has a unique perspective on leadership. He shared his philosophy on guiding a company at the forefront of technological advancement. We discussed the challenges of staying ahead in a rapidly evolving landscape and how leaders can foster a culture of continuous innovation within their organization. Corey was candid about the obstacles ATV has faced. From securing funding to navigating the complex patenting process, he thoroughly assessed the challenges tech entrepreneurs must overcome. His advice on tackling these issues was practical and motivational, offering a roadmap for aspiring innovators. Key Points from the Episode: The role of Corey Park as the founder and chairman of Academic Technology Ventures The impact of technology on academic ventures The potential benefits and challenges of academic technology ventures The importance of innovation in academic technology The role of entrepreneurship in academic technology ventures The potential for collaboration between academia and technology ventures The future of academic technology ventures The perspectives of the unnamed guest on the topic About Corey Park: Corey Park is a visionary entrepreneur and business strategist with nearly 30 years of experience. As the Founder and Chairman of his ventures, Corey is known for transforming visions into tangible outcomes through strategic business planning and team development. He is uniquely able to identify opportunities and leverage points within organizations, fostering growth and driving significant business advantages.  A Notre Dame Mendoza School of Business graduate focusing on Leadership &amp; Management, Corey is also a certified hedge fund professional (CHP) specializing in portfolio analytics and risk management.  Throughout his illustrious career, Corey has made substantial contributions as a serial entrepreneur, serving on several...

In this episode of the Thoughtful Entrepreneur, your host Josh Elledge speaks to the CEO &amp; Investor of Build Grow Scale, Matthew Stafford. As the CEO of Build Grow Scale, Matthew and his team are committed to refining the path from a customer's initial website visit to the final purchase or lead submission. Their expertise covers e-commerce, membership programs, lead generation sites, and tech and optimization services. Matthew shared his knowledge on the tactical side of website optimization, emphasizing the pivotal role of Google Analytics. By utilizing website analytics, Stafford has led e-commerce businesses to significant gains in sales and conversions, demonstrating the transformative impact of data-driven optimization. One of the most enlightening parts of the conversation revolved around the common gaps in e-commerce. Stafford highlighted the importance of refining the transaction process, especially the cart and checkout experience. His advice to businesses is to work backward from the checkout, ensuring that this critical juncture is as seamless as possible for customers. Matthew discussed how leveraging webinars and video content can inform and captivate potential clients. This strategy educates and builds rapport with the audience, fostering trust and engagement. Key Points from the Episode: Introduction of the guest, Matthew Stafford, CEO of Build Grow Scale Overview of Build Grow Scale's focus on optimizing the customer journey for e-commerce and lead generation websites Discussion on website optimization and the tactical aspects of the user journey Emphasis on common gaps in e-commerce and the importance of optimizing the transaction process Insights into educating potential customers, particularly in the context of B2B service providers About Matthew Stafford: Matthew Stafford is a versatile entrepreneur with three decades of success in various industries, including construction, e-commerce, and software. As CEO of Build Grow Scale and an equity owner in several e-commerce brands, he has used his expertise to mentor thousands of store owners and help hundreds of brands surpass the million-dollar revenue mark, some even reaching over $10 million. Known for speaking at e-commerce optimization events for seven years, Matthew's achievements include organizing BGS LIVE, North America's largest e-commerce event pre-COVID-19. Despite external successes, he emphasizes the importance of internal satisfaction and self-worth over material achievements. Matthew advocates for a balanced approach to entrepreneurship that values personal growth and fulfillment as much as professional success. He shares insights and experiences on platforms like LinkedIn, aiming to inspire others to find inner peace and joy while pursuing their entrepreneurial goals. About Build Grow Scale: Build Grow Scale (BGS) is an influential community designed for eCommerce entrepreneurs and physical product sellers seeking to elevate their businesses. Unlike many online marketing companies, BGS offers practical, real-world insights and strategies that are actively used in its operations. With a portfolio of successful eCommerce brands across various niches and hands-on experience in product manufacturing and logistics through their private shipping and fulfillment company, BGS offers authenticity and expertise. Their educational resources include online courses, certification programs, private workshops, and the annual Build Grow Scale Live conference. This comprehensive approach ensures members receive theoretical knowledge and actionable advice from seasoned professionals deeply involved in the eCommerce world. BGS's...

In this episode of the Thoughtful Entrepreneur, your host Josh Elledge speaks with the Principal &amp; Owner of Stan Gibson Speaks, Stan Gibson. Stan Gibson is a leadership consultant who has dedicated his life to empowering others. As the founder and CEO of Stan Gibson Speaks, he has carved out a niche for himself in the industry, guiding individuals and organizations towards achieving their full potential. Stan delved into the core principles that underpin effective leadership. One of the most profound takeaways was the importance of authenticity. Stan champions the courage to be oneself, even when it means admitting you don't have all the answers. This level of honesty fosters trust within teams and encourages a culture of continuous learning and growth. Stan also emphasized the value of emotional intelligence in leadership. The ability to understand and manage one's emotions and empathize with others is crucial in today's fast-paced and interconnected world. Leaders who master this skill are better equipped to navigate the complexities of human dynamics, leading to more cohesive and productive teams. What sets Stan apart in his coaching and consulting practice is his tailored approach. He recognizes that each individual and team has unique challenges and aspirations. By working across various industries and organizational sizes, Stan has developed a keen ability to adapt his strategies to meet the specific needs of his clients, ensuring impactful and lasting change. Key Points from the Episode: Introduction of Stan Gibson Insights on leadership and authenticity Embracing uncertainty for personal and professional growth Value of emotional intelligence Approach to coaching and consulting Speaking engagements, both in-person and virtual Impact of presentations on corporate teams and industry events Resources available on Stan Gibson's website Practical advice for enhancing leadership skills About Stan Gibson: Stan Gibson is a seasoned leadership coach with a passion for transforming organizational culture and enhancing team dynamics. With a rich background as a senior executive at two Fortune 500 companies and an entrepreneur, he specializes in people-centric leadership, aiming to elevate C-suite leaders and their teams beyond their expectations. Stan work focuses on improving team connectivity, defining roles, and boosting productivity through purposeful and intentional strategies. Stan, who has been married for 40 years and met his wife in the third grade, is also a compelling keynote speaker. He captivates audiences with topics on advanced leadership, the future workplace, and the economic environment. Stan delves into the science of wellbeing, exploring how leaders can harness energy through sleep, nutrition, exercise, mindfulness, and more, to achieve optimal performance. Stan is also an author and an avid researcher, further contributing to his expertise in fostering leadership and organizational growth. Tweetable Moments: 7:02 - "I think one of the strongest forms of emotional intelligence, is having the courage to say 'I don't know'." 9:09 - "Growth lies in the land of uncertainty, and typically, when we think we've got it all figured out, Josh, is when we're probably further away from the truth." Links Mentioned in this Episode: Want to learn more? Check out Stan Gibson Speaks website at https://www.stangibsonspeaks.com/ Check out Stan Gibson Speaks on LinkedIn at <a href="https://www.linkedin.com/company/stangibsonspeaks/"...

In this episode of the Thoughtful Entrepreneur, your host Josh Elledge speaks with the Accountant, Ashley Chamberlain.Ashley Chamberlain is not just an entrepreneur; she's a beacon of clarity in the often murky waters of business finance. Her company's mission is to illuminate the financial path for business owners, helping them understand their cash flow and bottom line and optimizing their tax liabilities.One of Ashley's first gems was the importance of utilizing home office deductions. For many entrepreneurs, the home office is the command center where all the magic happens. Yet, many overlook the potential tax deductions available. Ashley underscored the significance of this deduction, explaining how it can substantially lower your taxable income.Another key point Ashley brought up was tracking mileage for business travel. It's not just about logging miles; it's about understanding the value of each business trip you take. By meticulously tracking your mileage, you can ensure you're not leaving money on the table regarding tax time.Chamberlain and Good Company don't believe in a one-size-fits-all approach. Ashley detailed the different service packages they offer, designed to cater to the unique needs of each business. What struck me was the affordability and flexibility of their services. Ashley and her team are committed to providing value and support to their clients, regardless of their size or industry.Key Points from the Episode:Introduction of Ashley Chamberlain, founder and CEO of Chamberlain and Good CompanyServices provided by Chamberlain and Good CompanyBenefits of using their services: gaining clarity on cash flow, understanding bottom line, and optimizing tax liabilitiesImportance of utilizing home office deductions, tracking business travel mileage, and strategically purchasing vehicles to lower taxable incomeDifferent service packages offered by Chamberlain and Good CompanyEmphasis on affordability and flexibility of their servicesAbout Ashley Chamberlain:Ashley Chamberlain is the visionary founder of Chamberlain And Good Company, a boutique financial services firm tailored to support entrepreneurs at various stages of their business journey. With a keen focus on fostering business growth, Chamberlain's company offers a suite of services, including bookkeeping, tax preparation, and cash flow strategy, to optimize profitability and minimize business liabilities.Ashley innovative approach to financial management emphasizes personalized solutions that meet each client's unique needs, ensuring that entrepreneurs have the tools and insights needed to navigate the complexities of financial planning and execution. Through Chamberlain And Good Company, Ashley Chamberlain has established herself as pivotal in empowering businesses to achieve their financial goals with confidence and clarity.Tweetable Moments:02:40 - "The biggest deduction that I think people underutilize is the use of your home office."Links Mentioned in this Episode:Want to learn more? Check out Ashley Chamberlain on LinkedIn athttps://www.linkedin.com/in/ashley-chamberlain-385029266/Check out Ashley Chamberlain on Facebook athttps://www.facebook.com/chamberlainandgoodcompany/Check out Ashley Chamberlain on Instagram at<a href="https://www.instagram.com/chamberlaingoodco/" rel="noopener noreferrer" target="_blank"...

In this episode of the Thoughtful Entrepreneur, your host Josh Elledge speaks with the CEO &amp; Founder of The Delforge Group LTD, Valerie Delforge. Valerie Delforge is just the founder and CEO of The Delforge Group. She's a visionary who has carved a niche in the consulting world, guiding business owners toward exponential growth. Although rooted in the spa and beauty sector, her expertise transcends industries, offering a universal blueprint for entrepreneurial success. Valerie began her career immersed in the beauty industry, climbing the ranks to oversee spa operations for a leading corporation. Her experiences there sparked a realization: she had more to offer. This epiphany led to the birth of her consulting firm, where she now nurtures the growth of businesses, helping owners refine their strategies and mindsets. Valerie's book, "I'd Rather Do It Myself: From Micromanagement to Leadership," serves as a manifesto for entrepreneurs trapped in the cycle of micromanagement. She delved into the heart of this challenge—relinquishing control—and its profound effects on leadership dynamics and team morale. Through her work, Valerie has witnessed firsthand the destructive nature of micromanagement. It erodes trust, stifles creativity, and upsets the delicate work-life balance. She recounted stories of clients who, despite their best intentions, suffocated their teams under the weight of excessive oversight, leading to diminished business performance. Key Points from the Episode: Valerie Delforge's background in the beauty industry and her transition to founding The Delforge Group Challenges entrepreneurs face in letting go of control as their businesses grow Impact of micromanagement on leadership and team dynamics Importance of understanding one's leadership style and its impact on the business Negative consequences of micromanagement on trust, team culture, and work-life balance Examples of clients who struggled with micromanagement and its effects on their businesses Valerie's approach to helping leaders, focusing on soft skills of leadership About Valerie Delforge: Valerie Delforge, an International Business Strategy Consultant since 2013, leverages her extensive experience in the beauty and wellness industry to guide entrepreneurs, owners, and CEOs towards success. With a remarkable career that includes roles at Clinique, Clarins, Urban Retreat, L’Occitane, Bliss Spa, and as Head of Spa Operation for Steiner Europe, Valerie founded The Delforge Group®. This online training hub offers a mix of one-to-one coaching and online training programs focusing on retail training for teams and managers, management to leadership, and reception. Valerie’s mission is to boost her clients’ profitability and cash flow while helping them achieve their dreams. She shares her vast knowledge and passion for coaching to empower businesses to reach new heights. About The Delforge Group LTD: Founded by Valerie Delforge in 2013, The Delforge Group® LTD specializes in bespoke programs designed to set businesses up for success. With a strong foundation in operational management, the company offers comprehensive support for various business needs, including launching new ventures, restructuring existing ones, or reviewing current performance. The inception of The Delforge Group® stemmed from Valerie's recruitment to support a large-scale project, showcasing her expertise and leading the company to flourish. Focused on achieving clients' goals, The Delforge Group®...

In this episode of the Thoughtful Entrepreneur, your host Josh Elledge speaks with the CEO of Powerhouse Leaders, Stephana Johnson. Stephana opened up about her personal journey, which has marked exposure to high-stress, high-performance environments. She witnessed firsthand the toll such pressure can take on individuals, shaping her belief in the necessity of recovery time and self-care. As leaders, we often push ourselves to the brink. Still, Stephanie's experiences remind us that to sustain the energy and engagement required for impactful leadership, we must prioritize our well-being. Stephana stressed the need for leaders to be acutely aware of potential imbalances within themselves and their teams. Recognizing and addressing these imbalances is crucial to prevent burnout or diminished performance. She highlighted that, as leaders, we are responsible for empowering our teams to maintain optimal engagement and energy levels. Stephana's philosophy and gaining access to more resources, she invites listeners to subscribe to her energy and performance newsletter available on her website, stephaniejohnson.com. This is an opportunity to stay connected with a thought leader who is genuinely invested in the intersection of leadership and self-care. Key Points from the Episode: Importance of self-care for leaders Impact of self-care on leadership and making a positive impact Stephana Johnson's journey and insights on high-stress environments Introduction of "Vita Five" principles: sleep, water, movement, nutrition, and stress management Significance of each principle in maintaining physical and mental well-being Concept of balance and the need for leaders to be aware of potential imbalances Empowering teams to maintain optimal engagement and energy levels About Stephana Johnson: Stephana Johnson is a comprehensive guide for high-level executives, business owners, and public figures navigating critical moments in their personal and professional lives. With over 25 years of experience, she offers confidential, holistic, and intuitive support to foster significant positive transformations.  Stephana focuses on root-cause solutions to ensure sustainable results without resorting to superficial fixes. She differentiates herself by providing an all-encompassing approach that addresses overall well-being and performance, steering clear of the fragmented assistance typical of multiple specialists.  Her services are geared towards individuals and teams facing the challenges of early burnout and the pressures of high-stakes environments, advocating for a balance that prioritizes self-care and professional achievements. Stephana is committed to her clients’ goals, guaranteeing outcomes that enhance their leadership capabilities and overall success. <span style="font-weight:...

In this episode of the Thoughtful Entrepreneur, your host Josh Elledge speaks to the Facilitator of Bay Area Mastermind, Jeremy Shapiro. Jeremy illuminated the concept of mastermind groups, a term that might be familiar to some but remains a hidden gem to many. These groups are not just about networking but about creating a supportive community of like-minded individuals focused on growth. As Jeremy explained, being part of a mastermind group means accessing valuable insights, advice, and resources that can propel your business forward. Jeremy shared the inner workings of Bay Area Mastermind, which he has meticulously structured to maximize strategic business growth and accountability. The group meets monthly for full-day sessions, where the primary goal is to challenge each member to think bigger and achieve more. This rigorous yet supportive environment has led members to launch new ventures and reach new heights in their existing businesses. One of the most striking points Jeremy made was about the power of cross-pollination of ideas within the group. When entrepreneurs from various industries and backgrounds come together, exchanging ideas can lead to innovative solutions and unexpected opportunities. This collaborative spirit is the heartbeat of Bay Area Mastermind and a testament to the transformative outcomes its members have experienced. Jeremy emphasized that the group is open to members from diverse locations, offering a hybrid approach accommodating in-person and virtual participation. This flexibility ensures that you can be part of this dynamic community no matter where you are. Key Points from the Episodes: Mastermind groups and their benefits for entrepreneurs and business owners Structure and format of Bay Area Mastermind Power of cross-pollination of ideas and transformative outcomes for members Accessibility and hybrid approach of Bay Area Mastermind Application process and criteria for joining the mastermind Value of being part of a mastermind group for personal and professional growth About Jeremy Shapiro: Jeremy B. Shapiro is a seasoned entrepreneur specializing in SaaS, technology, and information marketing. Known for guiding small business owners from solopreneurs to full-fledged business owners, he emphasizes working "on" rather than "in" the business.  Since 1998, Shapiro has been instrumental in helping entrepreneurs leverage their core strengths, passion, and expertise to scale their ventures and achieve freedom through masterminded business opportunities to maximize profits.  Recognized for masterminding, coaching, and consulting his real estate and business acumen, Shapiro has been featured extensively in the media, including NPR, Fox News, ABC, NBC, and the Boston Globe. Outside his professional endeavors, he eendeavoursveling with travellingy, absorbing diverse cultures,

In this episode of the Thoughtful Entrepreneur, your host Josh Elledge speaks with the Founder of Simple Salt, Dylan Evans. Evans shared alarming statistics from the FBI, indicating a 40% year-over-year increase in internet crime. This trend underscores the inadequacy of traditional security measures and the urgent need for businesses to evolve their cybersecurity strategies. The stakes are particularly high for firms managing sensitive client data, where breaches can lead to devastating consequences beyond financial loss. A reliable password manager is an essential component of a cybersecurity toolkit. Evans recommends a premium option for Mac users and suggests Bitwarden as a budget-friendly alternative. The aim is to eliminate the need to memorize complex passwords, thus enhancing security and convenience. Evans advocates for a philosophical shift in security: doing less by delegating and automating, particularly in high-risk areas like finance and IT. Utilizing fintech companies and fractional CFOs can mitigate security and operational risks. Simple Salt, led by Evans, specializes in serving high-trust professional services firms with much at stake. The company offers innovative, data-driven security solutions that transcend conventional high-cost, high-tech approaches. Their services, including compliance readiness and virtual risk officer support, are available on a flexible month-to-month basis, ensuring ongoing value for clients. Key Points from the Episode: Cybersecurity and best practices for business owners Increasing internet crime and the need for improved security measures Misconceptions about the severity of cybersecurity threats Recommendations for improving security measures, including the use of password managers and two-factor authentication The importance of using a YubiKey for better protection The impact of automation and fintech companies on reducing security and operational risks Simple Salt's focus on high-trust professional services firms and their services for evaluating alternate security strategies Simple Salt's engagement model and services offered About Dylan Evans: Dylan Evans is a cybersecurity expert and the founder of Simple Salt, a company focused on combating internet crime and enhancing business security. Evans challenges traditional security approaches, emphasizing proactive crime prevention over mere defensibility.  He asserts that compliance checklists must address the real threats businesses face. Simple Salt aims to demystify internet crime by explaining its practical implications on business health and goals. Evans advocates for simpler, more efficient, and stronger...

In this episode of the Thoughtful Entrepreneur, your host Josh Elledge speaks with the Senior Leadership Consultant of 180 Management Group, Anthony A. Dicks, Jr. Anthony's passion for coaching and transforming organizations is palpable, and he brings knowledge to the table. Anthony's work with 180 Management Group focuses on providing operations management consulting services, particularly to nonprofit clients, where he plays a pivotal role in fostering intentional leadership development. Anthony explained the evolution of leadership characteristics and the critical need for intentional development. They delved into the idea that leadership is not a static trait but a set of skills and qualities that can be cultivated over time. Anthony shared his approach to coaching leaders. He stressed the importance of guiding individuals to discover their solutions rather than providing direct answers. This empowers leaders to implement organizational changes effectively. He also highlighted the necessity of having a trusted support system, whether it's a coach, mentor, or peer group, to navigate the inevitable challenges that arise in leadership. Key Points from the Episode: Anthony Dicks' background as a senior leadership consultant with 180 Management Group Discussion on intentional leadership development and the role of 180 Management Group in providing consulting services Misconceptions about leadership being innate and the need for intentional development The topic of burnout and recognizing signs of fatigue in leadership roles Insights into Anthony's coaching approach and the importance of a trusted support system for leaders Emphasis on guiding leaders to discover their solutions and implementing organizational changes About Anthony A. Dicks, Jr: Anthony A. Dicks, Jr. is a seasoned leader with over two decades of experience dedicated to developing emerging leaders across diverse industries. His commitment to leadership development is evident in his role as the Senior Leadership Consultant for 180 Management Group, where he applies his extensive knowledge and skills to optimize leadership potential. Dicks, Jr. earned a B.S. in Applied Mathematics from North Carolina A&amp;T State University, an MBA from Webster University, and an Executive Certificate in Digital Marketing from Cornell University. His transformative leadership style has garnered praise, with testimonials highlighting his loving and nurturing coaching approach. Douglas Boyce, Chief Software Architect at P.D. Instore, and Cal Thompson, an award-winning St. Louis businessman with over 30 years of experience, attest to Anthony's exceptional coaching value, clarity, and attention to detail. About 180 Management Group: 180 Management Group is an operations consulting firm specializing in operational strategy and design, focusing on non-profit organizations. The firm is dedicated to equipping Senior Leaders with essential resources, tools, and support, addressing needs that may be lacking internally. The primary objective is to assist leaders in constructing efficient organizations, enabling them to navigate at the highest level and successfully fulfill their mission and vision. With a clear emphasis on operational excellence, 180 Management Group seeks to empower leaders by providing the necessary expertise to optimize their organizational structures. The firm's mission is succinct yet impactful: to support and guide leaders in building and managing effective organizations poised for success in achieving their overarching mission and vision. Links Mentioned in this Episode: Want to learn more? Check out 180...

In this episode of the Thoughtful Entrepreneur, your host Josh Elledge speaks to the Digital Marketing Strategist &amp; Fractional CMO of Virtual Marketing Experts, Jennifer Tamborski. About ten years ago, Jennifer established a full-service digital marketing agency. She discovered her passion for helping coaches, consultants, and entrepreneurs who were on the brink of scaling but not yet ready to hire an entire agency. This epiphany shifted her business model, turning Virtual Marketing Expert into a more specialized firm focused on assisting business owners to break through revenue plateaus and generate consistent leads and sales. Jennifer discussed the overwhelming amount of marketing advice bombarding new business owners. From TikTok dances to AI bots, the digital marketing sphere is filled with "hack decks" and promises of quick fixes. Jennifer stressed the importance of foundational work. Crafting a clear message and deeply understanding one's ideal client are key. Jennifer also discussed less favorable marketing tactics, such as cold DMing, which she doesn't recommend. She likens it to proposing marriage upon first meeting someone at a bar—unlikely to lead to long-term success and, frankly, exhausting. Instead, Jennifer advocates for attraction marketing, where potential clients come to you, making the process more welcoming and less intrusive. Regarding AI tools like ChatGPT, Jennifer finds them incredibly useful for generating ideas and initiating copywriting tasks. However, she warns against using AI-generated content verbatim. These tools are meant to assist, not replace, human creativity and strategy. They can enhance work but not create a personalized marketing or sales strategy that will endure. Key Points from the Episode: Interview with Jennifer Tamborski, founder of Virtual Marketing Expert Jennifer's background and pivot from a full-service digital marketing agency to focusing on helping coaches, consultants, and entrepreneurs Discussion on the challenges faced by business owners in marketing and scaling their businesses Strategies for effective marketing and attracting clients Dislike cold messaging as a marketing tactic Use of AI tools like ChatGPT in marketing and copywriting About Jennifer Tamborski: Jennifer Tamborski is a seasoned marketing strategist and guide dedicated to helping businesses navigate the complexities of marketing with clarity and purpose. With a mission to transform the often overwhelming marketing world into a clear and tailored path, Jennifer specializes in turning efforts into focused and practical strategies that yield tangible results. Recognizing the challenges of scaling a business in marketing, she prioritizes understanding each client's unique challenges and opportunities. Her approach involves crafting bespoke marketing strategies that resonate with the brand and target audience, eliminating guesswork, and providing personalized solutions. With a commitment to simplifying the marketing process, Jennifer collaborates with clients to develop a roadmap that reaches ideal customers and fosters sustainable growth. About Virtual Marketing Expert: Virtual Marketing Expert is a team that empowers coaches, consultants, and course creators seeking substantial advancements in their businesses. Recognizing the frustration of incremental progress, they cater to individuals eager to make significant strides in their marketing strategies. This dedicated team collaborates with clients at various stages, from conceptualizing ideas still in their minds to executing comprehensive plans. Virtual Marketing Experts excel in providing a...

In this episode of the Thoughtful Entrepreneur, your host Josh Elledge speaks to the Chief Executive Officer of Iroc Marketable Business Solutions, Cori Fonville Foster. Cori's expertise lies in helping her clients maximize their potential by leveraging what they already have. During our conversation, she detailed how her company specializes in providing affordable marketing and sales solutions tailored specifically for coaches and consultants. The key takeaway from Cori's approach is the emphasis on utilizing existing resources and networks. This strategy is cost-effective and ensures that clients are making the most of their current assets. One of Cori's first steps with her clients is conducting a thorough audit of their existing resources. This process involves deep diving into the tools and networks they already have and developing strategies to optimize them. By doing so, clients can avoid the trap of constantly seeking new solutions and instead focus on enhancing what's already working for them. Cori shared compelling examples of how she has guided clients to tap into untapped resources. She recounted stories of clients who had significant, yet underutilized, audiences and networks. By understanding the target audience's preferences and behaviors, Cori helps her clients craft a plan that resonates with their market, increasing engagement and sales. Key Points from the Episode: Introducing Cori Bonneville Foster, CEO of iRoc Marketable Business Solutions. Highlighting Cori's expertise in affordable marketing and sales solutions for coaches and consultants. Focusing on leveraging existing networks and resources for achieving marketing and sales objectives. Showcasing examples of Corey's work with clients and the exploration of untapped opportunities. Detailing Cori's journey from healthcare to entrepreneurship. Prioritizing support for businesses within their first five years. Stressing the value of open and honest discussions with clients to ensure alignment on goals and strategies. About Cori Fonville Foster: Cori Fonville Foster, founder of IROC Marketable Business Solutions, shifted from a medical career due to Uveitis to entrepreneurship. She identified a gap in affordable marketing solutions for small businesses and launched her company, initially offering virtual assistant services. This evolved into a full-service marketing and coaching firm, focusing on strategic planning and practical marketing strategies. Despite personal challenges, her resilience and adaptability have allowed her to support small businesses across the U.S. and internationally. Cori's expertise includes business planning, marketing, and empowerment coaching, making her a valuable resource for entrepreneurs seeking to enhance their business performance. Known for her effective communication and insightful coaching, Cori helps clients achieve their business goals and improve their confidence in the business world. About Iroc Marketable Business Solutions: IROC Marketable Business Solutions is a minority, woman-owned agency that provides budget-conscious marketing solutions to foster business growth. The agency specializes in delivering customized marketing and branding strategies to business owners keen on taking their enterprises to the next level. With a team of seasoned marketing experts, IROC Marketable Business Solutions offers comprehensive support in social media management, website development, email marketing, and business coaching, all tailored to meet its clients' unique needs and aspirations. Tweetable Moments: 10:33 - "There is a very simple line...

In this episode of the Thoughtful Entrepreneur, your host Josh Elledge speaks with the Co-Founder and CEO of DEI Pro Finder, Juan Taveras. Juan Tavares is a pioneer who recognized the untapped potential of creating a platform that bridges the gap between companies and DEI professionals. DEI Pro Finder is his brainchild, a specialized service connecting organizations with experts who foster inclusive work environments. Juan's journey to the helm of DEI Pro Finder is a testament to his commitment to making the corporate world more reflective of the society it serves. Juan shed light on the myriad challenges companies face when implementing effective DEI strategies. From unconscious bias to a lack of representation at the decision-making table, the road to inclusivity is fraught with obstacles. However, Juan also highlighted the immense opportunities to overcome these challenges. He shared success stories and the positive impact that a robust DEI framework can have on a company's culture and bottom line. Juan emphasized that it's not just about checking boxes or meeting quotas. It's also about creating a space where diverse voices are heard, valued, and leveraged for the betterment of the organization. He explained how DEI Pro Finder helps companies navigate this complex terrain by providing access to top-tier DEI talent. Juan also talked about the importance of leadership buy-in, the power of listening to employees, and the need for ongoing education and training. His experience has shown that when companies commit to DEI, they unlock innovation, drive employee engagement, and enhance their competitive edge. Key Points from the Episode: CEO of DEI Pro Finder, Juan Tavares Discussion on diversity, equity, and inclusion in the workplace Strategies for implementing DEI initiatives Importance of DEI in business Challenges and opportunities in DEI efforts Impact of DEI on company culture and performance Practical tips for fostering diversity and inclusion About Juan Taveras: Juan Taveras is a seasoned Human Resources and Diversity, Equity, and Inclusion (DEI) professional with over 17 years of expertise. His career focuses on developing and promoting inclusive workplace initiatives to enhance psychological safety, organizational alignment, and engagement. Juan is a passionate advocate for diversity advancement, guiding leaders in creating equitable work environments through his nuanced understanding of cultural transformation dynamics. Known for his intuitive and collaborative leadership style, Juan excels in building strong relationships, providing advice, and convening stakeholders to co-create vision and strategy. Beyond his professional role, Juan is a devoted husband and father, residing in Phoenix, AZ. He is also the co-founder and CEO of DEI Pro Finder, a public online directory for DEI consultants. In his leisure time, Juan enjoys family activities, house projects, cooking with a touch of dance, and indulging in romantic comedies with his wife. About DEI Pro Finder: DEI Pro Finder is a vital public directory for Diversity, Equity, and Inclusion (DEI) consultants, aiming to streamline the connection between HR and business leaders and the essential resources required to optimize DEI strategies. Recognizing the complexity of the DEI industry, the platform is on a mission to alleviate the challenges overwhelmed leaders face. By acting as an online hub, DEI Pro Finder facilitates connections with DEI practitioners, offering a centralized source of information and resources. The platform's goal is to empower organizations to maximize the impact and effectiveness of their DEI...

In this episode of the Thoughtful Entrepreneur, your host Josh Elledge speaks with the Cloud Transformation Executive of Western Computer, Ryan Pollyniak. Ryan Pollyniak represents Western Computer, a company that has carved a niche for itself as a Microsoft Dynamics ERP and CRM implementation partner. They specialize in tailoring Microsoft solutions to fit the unique needs of businesses, ensuring that technology serves the company, not the other way around. Ryan emphasized that while Dynamics offers a robust feature set, the real magic happens when it's customized to meet the specific operational requirements of a business. Microsoft has made strides in providing tools that allow this customization without the need for developers, making it more accessible than ever. When asked to explain the role of Western Computer to an eighth-grade class, Ryan broke it down beautifully. He described their work as helping businesses manage inventory, plan for the future, and run more efficiently through accounting, inventory management, and quick decision-making based on insights. Ryan pointed out that the initial hesitation to put data in the cloud has dissipated as companies recognize the advantages of cloud-based cybersecurity. Moreover, integrating AI into ERP systems is a trend reshaping the industry, with use cases for predicting cash flow, optimizing supply chains, and extracting valuable insights from data. Key Points from the Episode: Overview of Western Computer as a Microsoft Dynamics ERP and CRM implementation partner Customization of Microsoft Dynamics 365 to match operational requirements Role of cloud ERP in managing inventory, planning, and gaining insights for decision-making Significant trends in cloud ERP over the past five years and the importance of AI Excitement about the potential of AI technology Engagement and working with clients at Western Computer Differentiation of Western Computer from other solutions providers About Ryan Pollyniak: Ryan Pollyniak is a Microsoft Dynamics 365 specialist focusing on medium to enterprise-sized businesses. With expertise in ERP and CRM strategy, he actively contributes to the Microsoft Dynamics Channel. Ryan distinguishes himself by approaching ERP and CRM projects as a guide, emphasizing simplicity and effectiveness.  His signature topics include strategizing cloud upgrades within the Dynamics framework. Ryan is a prolific content creator on platforms like LinkedIn and Western Computer, covering industry-related issues.  Notably, he excels in guiding businesses using legacy systems (Dynamics CRM, SL, NAV, GP, and AX) through successful migrations to the cloud....

In this episode of the Thoughtful Entrepreneur, your host Josh Elledge speaks to the Founder and CEO of Leadwell, Jon Kidwell. Leadwell specializes in training, coaching, and content tailored to mission-driven organizations. These are the companies that look beyond profit margins and strive to make a positive impact on the world. Jon Kidwell's passion for aligning teams, developing leaders, and building winning cultures is inspiring—it's a call to action for all of us in leadership roles. Jon didn't mince words about the consequences of overlooking leadership development. He pointed out the stark reality we've witnessed in recent years: high turnover rates and widespread employee disengagement. Jon stressed the critical need for clarity in an organization's mission, vision, values, and strategy. It's about ensuring that every leader, at every level, knows the key results and priorities that will drive the organization forward. Jon shared a compelling success story from a not-for-profit that saw remarkable growth and retention after partnering with Leadwell. It's a testament to the power of focused training, group coaching, and executive team alignment. The results speak volumes: increased retention, productivity, and financial growth. Key Points from the Episode: Introduction of Jon Kidwell and Lead Well Focus of Lead Well on leadership development for mission-driven organizations Importance of investing in leadership development and its impact on organizations Operational concerns and leadership issues related to delegation and expectations Importance of aligning organizational priorities, mission, vision, values, and strategy Discussion on John Kidwell's book, "Redefine Your Servant Leadership" About Jon Kidwell: Jon Kidwell is a leadership coach with a robust background in guiding mission-driven leaders and organizations. As the founder of Leadwell, he emphasizes aligning teams, developing leadership skills, and fostering winning cultures through executive coaching and custom development programs.  His experience includes teaching at Concordia University Irvine's Townsend Institute and over two decades of service in various leadership roles. Jon is also a family man, married with three children, and has made Houston his home for fourteen years. His practical approach to leadership development has impacted over 1,500 leaders directly through his coaching and training events. About Leadwell: Leadwell is dedicated to enhancing the efficacy of mission-driven leaders and their organizations. They...

In this episode of the Thoughtful Entrepreneur, your host Josh Elledge speaks with the Founder and CEO of Shift Financial Insights, Spencer Sheinin.  Spencer delved into the intricacies of business finances, addressing the complexities that often overwhelm entrepreneurs or leave them feeling embarrassed about their financial records. They discussed how a solid grasp of one's financial status can serve as a springboard for achieving business objectives and significantly impacting their industry. Spencer's method is notably direct and sincere. He's not focused on aggressive selling. He aims to change the world by equipping entrepreneurs with the financial knowledge necessary for prosperity. In their conversation, Spencer recounted an inspiring tale of an entrepreneur who saw their business transform after understanding the top three insights from their financial review. Spencer extended a unique offer exclusively to the podcast's listeners. The first three entrepreneurs to contact him and mention the episode will receive a complimentary one-on-one review of their financial records. This presents an invaluable opportunity to have an expert analyze your finances and discover insights that could be pivotal for your business. Key Points from the Episode: Importance of financial clarity for entrepreneurs Services provided by Shift Financial Insights Unique opportunity for free review of books for first three people Spencer's approach to helping entrepreneurs achieve financial clarity and success Commitment to making a positive impact Emphasis on the potential transformation of businesses through financial understanding Host's encouragement for listeners to engage with the show and community Belief in the positive effects of every person's message About Spencer Sheinin: Spencer is a seasoned entrepreneur and CPA with 25 years of experience. He is the CEO and founder of Shift Financial Insights. Spencer’s mission is to alleviate entrepreneurs' challenges in navigating the complexities of accounting, drawing on his extensive background in diverse industries like manufacturing, construction, and cold storage. Spencer shares his financial expertise as a former instructor for the Chartered Professional Accountants of B.C. and a guest speaker at the University of British Columbia. He authored the #1 bestseller "Entreprenumbers: The Surprisingly Simple Path to Financial Clarity."  A 20-year member of the Entrepreneurs Organization, he held significant roles, including Regional Chair for Canada and Past President in...

In this episode of the Thoughtful Entrepreneur, your host Josh Elledge speaks to the Success Strategist of Smashing Numbers, Becca Heissel. Becca opened the conversation with a powerful statement about the role of bookkeeping in business success. She believes understanding your finances is the cornerstone of creating a time and money freedom strategy. It's not just about recording transactions; it's about interpreting the story those numbers tell about your business. As Becca pointed out, many entrepreneurs lack financial literacy, which can lead to missed opportunities and mismanaged resources. Smashing Numbers aims to bridge this gap by equipping business owners with the knowledge and skills to take control of their financial destiny. Becca emphasized the importance of financial reports. These documents are more than just historical records; they're tools for learning from the past, forecasting the future, and managing the present. By analyzing financial reports, entrepreneurs can make informed decisions that align with their personal and professional aspirations. Becca also shed light on the significance of strategic planning. She explained how understanding the cost of living your desired life is crucial in determining how much your business needs to generate. This approach helps business owners set realistic goals and create a roadmap. Becca acknowledged the shame and fear that often accompany money matters. She stressed the importance of cultivating a positive mindset and creating a vision for financial success. It's like setting a destination in your GPS; you need to know where you're going and be prepared to navigate through detours and roadblocks. Key Points from the Episode: Importance of financial literacy for entrepreneurs Role of bookkeeping in saving money and financial planning Strategic planning for personal and professional financial goals Emotional aspect of managing finances and overcoming shame and fear Approach to paying off debt and wealth accumulation Need for regular conversations about finances Empowerment of women in financial management About Becca Heissel: Becca Heissel is a leader dedicated to propelling women entrepreneurs towards financial success. As a certified trainer of Jack Canfield's Success Principles, she spearheads a mission to inspire and empower the 88% of women-owned businesses aiming to surpass the $100,000 revenue milestone. With a staggering 12 million such businesses, Becca brings expertise and passion to the forefront. Her commitment revolves around transforming lives and guiding small business owners toward financial freedom. By combining her training credentials with a focus on breaking barriers, Becca Heissel plays a pivotal role in fostering growth and resilience among women entrepreneurs, contributing significantly to the thriving landscape of female-owned businesses. About Smashing Numbers: Smashing Numbers, led by Becca Heissel, is dedicated to liberating entrepreneurs from financial stress by making a profitable business enjoyable. The focus is on aligning revenue generation with individual lifestyle goals, ensuring entrepreneurs know the cost needed for their desired life. Heissel emphasizes understanding the purpose behind financial goals, stressing that clarity on the "why" facilitates achieving desired outcomes. The approach goes beyond setting monetary targets to encompass goals in seven life areas for the next 12-18 months. The vision of inspiring, empowering, and transforming personal lives underlines the business ethos. Through a holistic perspective, Smashing Numbers aims to guide entrepreneurs toward financial,...

In this episode of the Thoughtful Entrepreneur, your host Josh Elledge speaks to the Principal Consultant of C-Squared Professional Consulting, Craig Cooke. Craig has been at the helm of a successful digital marketing agency for over two decades, honing his expertise in marketing communications, brand development, and leadership. But what truly sets him apart is his passion for Chinese medical qigong, a practice he's integrating into his consulting work. As he pursues a doctorate in Chinese energy medicine, Craig is on a mission to offer a unique perspective that blends business and holistic well-being. Craig shared how qigong has been a transformative force in his life. Running a company for 26 years is no small feat, and the stress and responsibilities that come with it can be overwhelming. However, through qigong, Craig found the balance and clarity needed to navigate the complexities of business leadership. He even demonstrated a simple yet powerful qigong exercise called "pulling down the heavens," which integrates mind, body, and breath to foster inner harmony. Craig emphasized the importance of personal experience in understanding the true benefits of these practices. It's not just about the theory; it's about feeling the positive impact on one's well-being and performance. Craig's vision extends beyond his current consulting work. Post-exit, he aspires to create and share content that inspires and empowers others to reach their full potential. His book, "Business Kung Fu: Modern Strategy, Ancient Truth," is a testament to this vision. Aimed at entrepreneurs, the book distills lessons and principles from his journey in Chinese kung fu and how they can be applied to the entrepreneurial experience. Key Points from the Episode: Introduction of Craig Cooke and his background Craig's consulting focus areas Craig's passion for Chinese medical qigong and its integration into his consulting work Explanation of the practice of qigong and its benefits Discussion on the value of meditation and qigong Craig's post-exit plans and desire to inspire and empower others Overview of Craig's book "Business Kung Fu" and its relevance to entrepreneurs About Craig Cooke: Craig Cooke is a visionary entrepreneur who pioneered the "digital first" approach, establishing RhythmNet.com with a mere $1,300 and an Apple computer alongside college friends. His strategic insight into internet dynamics predated today's commonplace digital terms. After overcoming numerous challenges, Craig successfully positioned and sold "Rhythm" to a premier digital creative agency in 2019. Serving as CEO for over three years, he completed a remarkable 26-year stint at the company. Craig's leadership at Rhythm® included collaborations with notable brands like American Honda Motors, Beats by Dr. Dre, ZO Skin Health, Irvine Company, The Travel Corporation, Segway, U.S. Bank, FivePoint, Online Trading Academy, Allergan, Abbott Labs, Takeda Pharmaceuticals, and various other B2C and B2B entities. His enduring legacy is marked by navigating Rhythm through evolution, showcasing adaptability and resilience in the ever-evolving digital space. About  C-Squared Professional Consulting: C-Squared Professional Consulting stands as a pinnacle in delivering comprehensive business leadership, brand strategy, and marketing communications solutions, particularly emphasizing digital experiences. The...

In this episode of the Thoughtful Entrepreneur, your host Josh Elledge speaks to the CPO &amp; Co-Founder of Sembly, Artem Koren. Artem highlighted the significant time-saving benefits of Sembly. The discussion delved into how this tool is a convenience and a necessity for enhancing outcomes, especially in today's fast-paced business environment. The value it brings to individuals, teams, and organizations is immeasurable, cutting across various industries. Artem shed light on the diverse account options available with Sembly. From personal plans for the solo entrepreneur to enterprise-level solutions for large corporations, there's a plan for every need. He shared examples of enterprise clients in the pharma and construction sectors, detailing their customer journey and the remarkable outcomes they've achieved with Sembly. Artem gave a glimpse into the future direction of Sembly, with a clear focus on enhancing the automation of meeting notes, streamlining task management, and providing contextualized insights that elevate meeting outcomes to new heights. Key Points from the Episode: Introduction of Artem Koren Sembly: AI meeting assistant for Google Meet, Microsoft Teams, Zoom Features: Automatic meeting notes, task identification, app integration Unique aspects: Participating in meetings, personalized meeting notes Time-saving benefits for individuals, teams, organizations Account options: Personal plans to enterprise-level solutions Enterprise clients' outcomes in pharma, construction, etc. About Artem Koren: Artem Koren is a dedicated advocate for leveraging artificial intelligence (AI) to enhance human experiences and foster positive transformations. Currently associated with Sembly AI, Artem plays a pivotal role at the forefront of applied natural language understanding. His work is instrumental in establishing a harmonious collaboration between humans and technology. Artem's passion lies in exploring the potential of AI to enrich various aspects of human life, emphasizing a symbiotic relationship between innovative technology and societal well-being. Through his endeavors, Artem Koren strives to contribute to the evolution of AI, steering it towards applications that bring about positive change and benefit humanity. About Sembly: Sembly is a cutting-edge Software as a Service (SaaS) platform designed to enhance the efficiency of meetings for individuals and teams. The platform employs proprietary AI algorithms to transcribe and analyze meetings, converting spoken content into valuable and actionable insights. By leveraging advanced artificial intelligence, Sembly goes beyond traditional meeting tools, offering a transformative approach to gathering and processing information. The platform's transcription capabilities facilitate easy access to meeting content, while its AI-driven analysis provides users with critical insights, enabling more informed decision-making. Sembly stands out as a powerful tool in streamlining communication and collaboration processes, ultimately contributing to increased productivity and effectiveness within professional environments. Links Mentioned in this Episode: Want to learn more? Check out Sembly website at https://www.sembly.ai/ Check out Sembly on LinkedIn at https://www.linkedin.com/company/semblyai/ Check out Sembly on Twitter at <a href="https://twitter.com/sembly_ai" target="_blank" rel="noopener...

In this episode of the Thoughtful Entrepreneur, your host Josh Elledge speaks with the Founder of Corporate Value Metrics, Ken Sanginario. Ken Sanginario shed light on how many business owners focus on the wrong metrics. They believe that profitability alone shows a company's worth. Yet, as Ken pointed out, true value is multifaceted. It includes financial performance. It also includes intangible elements. These include brand reputation, customer satisfaction, and intellectual property. Ken emphasized that a good plan is vital. Without it, businesses are like sailors without a map. Strategic planning is not about setting goals. It's about understanding the market. It's about seeing opportunities for growth and spotting risks. This approach is comprehensive. It ensures all aspects of the company are aligned. They are moving toward a common goal. Ken Sanginario created Corporate Value Metrics. It offers a suite of services. They are designed to help businesses reach their full potential. Their approach is systematic and data-driven, focusing on quantifying and enhancing corporate value. They use their own tools and methods. Corporate Value Metrics helps companies understand their current valuation. They also help them plan for big growth. Key Points from the Episode: Corporate value and value growth Strategies for increasing the value of private companies Common misconceptions about value drivers Importance of strategic planning Services offered by Corporate Value Metrics About Ken Sanginario: Ken Sanginario founded Corporate Value Metric. He is a pro with over 30 years of experience. He has led executives and given strategic advice. His company specializes in helping businesses grow. They do this by doubling or tripling their value in three years. This is true no matter their current situation. Ken is an expert at providing full solutions for private middle-market companies. This includes leading business improvement projects. It also includes managing M&amp;A deals, valuing companies, and getting growth capital. Ken is a popular speaker at national and regional conferences. He also speaks at private business owner events. He has written many articles. They cover topics like growing business value, valuing companies, mergers, and turnarounds. His vast knowledge and practical insights make him valuable. He is a key resource in corporate value enhancement. About Corporate Value Metrics: It was founded in 2008. Corporate Value Metrics, LLC specializes in Value Growth services. They use a holistic approach. It includes consulting and education. They also use their groundbreaking software, the Value Opportunity Profile (VOP). This cloud-based platform was called the most comprehensive in the advisory industry. It integrates the expertise of seasoned business valuators. It also includes M&amp;A due diligence teams and turnaround consultants. The VOP helps advisors understand a client's business . This understanding helps them create a detailed plan to maximize long-term enterprise value. The VOP has a proven and repeatable process. It helps CVM and business advisors assess organizations better. They use it to identify and mitigate risks that affect value. This results in enormous increases in enterprise value, of 70% to 100%. This happens over 2 to 5 years, and provides a scalable and efficient solution. It enhances client growth and profitability potential. Links Mentioned in this Episode: Want to learn more? Check out Corporate Value Metrics website at https://www.corporatevalue.net/ Check out...

In this episode of the Thoughtful Entrepreneur, your host Josh Elledge speaks to the CEO &amp; Host of House of Bricks, Adam House.  Adam has launched five businesses in different sectors. Each had its own set of challenges and rewards. His experiences have taught him that resilience is the cornerstone of lasting success. For Adam, failure is not a defeat but a vital part of the learning curve. He views every setback as a chance to strengthen the foundation for future projects. Learning from failures is a lesson Adam values . He sees these moments not as obstacles but as signposts leading to improved strategies and robust business models. He believes in leveraging these lessons to ensure that subsequent steps are better informed and have a higher chance of success. As a leader, Adam understands the importance of making quick choices. He must avoid distractions that can ruin focus. He recognizes that leadership is dynamic, requiring agility, strategy, and empathy. The capacity to adapt to new trends and foresee challenges distinguishes exceptional leaders. At House of Bricks, Adam can work with clients. He helps them build a strong base for their businesses. He assists them in becoming exit-ready, which involves detailed planning and execution. Adam guides his clients through this journey. He prepares them to scale and grow when it's best. Key Points from the Episode: Adam House's entrepreneurial impact Lessons from starting five businesses Leadership trends and challenges Working with clients for exit-ready businesses Treating life's experiences as building blocks About Adam House: Adam House Sr. is a seasoned entrepreneur, former professional basketball player, and team co-owner, boasting a remarkable 25-year career. As the founder of multiple successful companies, he brings a wealth of real-world business experience. Adam is recognized for his achievements in starting, growing, operating, and selling businesses across various industries. His professional journey is grounded in values like faith, family, and personal interests, significantly influencing his accomplishments. As a business advisor, Adam is committed to assisting others in navigating the intricacies of daily challenges, from operational management to sales strategies and handling unpredictable situations.  Adam's coaching philosophy prioritizes the importance of avoiding shortcuts and focuses on providing blueprints for building a strong business foundation. With a dedication to sharing valuable business principles, Adam is eager to empower others with the knowledge and skills needed to achieve their goals, making him an inspiring figure for aspiring and established entrepreneurs. About House of Bricks:​​ House of Bricks guides businesses through the critical growth phases, drawing on a...

In this episode of the Thoughtful Entrepreneur, your host Josh Elledge speaks with the Founder of CHS Consulting Group LLC, Cassie Saquing. Cassie highlighted a fractional CO integrator's transformative impact on a business. For those unfamiliar with the term, a fractional CO integrator is a professional who steps into a company part-time to help reset its trajectory, establish robust systems and processes, and manage finances with an eye toward scaling or preparing for a sale. This role is particularly beneficial for small to mid-sized businesses that need executive-level expertise but may require more resources for a full-time position. Cassie explained companies often reach a point where they need to reevaluate their direction and strategy. This is where a fractional CO integrator steps in, bringing a fresh perspective and the necessary skills to streamline operations and position the business for growth. Cassie emphasized the importance of creating a framework that allows the business to operate smoothly and efficiently. She highlighted the critical role of managing money to keep the business afloat and strategically invest in areas that will lead to scaling or make the company attractive to potential buyers. Cassie shared her insights on how AI can be used to improve productivity, from automating mundane tasks to providing data-driven insights that inform strategic decisions. She talked about the potential of AI to free up time for creative and high-level thinking, allowing businesses to focus on innovation and growth. Key Points from the Episode: Importance of decision-making in business Finding the right integrator for a business Utilizing AI tools to improve productivity Scaling or preparing for a potential sale of a business Understanding the next steps for a business About Cassie Saquing: Cassie Saquing is a seasoned entrepreneur who transformed her passion for childcare into a thriving business. In 2005, she founded a daycare/preschool, elevating it into a multi-million dollar enterprise within two years. Expanding her expertise, Cassie delved into business management coaching in 2018, targeting small to medium-sized businesses and online entrepreneurs. Cassie devised the Profit Stack System, a financial management approach for female business owners. This system, emphasizing simplicity and efficiency, aids in boosting cash flow without the burden of complexity or extensive time commitments. Cassie's journey reflects her system's transformative power, as she and her partner navigated financial challenges before implementing the Profit Stack System in 2015. This approach facilitated consistent salaries, quarterly bonuses, and self-funded projects like playground refurbishments. Cassie's accessible teaching style, rooted in an educator's perspective, ensures that her system remains user-friendly, making financial success attainable for everyone willing to follow her straightforward steps. About CHS Consulting Group LLC: CHS Consulting Group, LLC specializes in empowering businesses with strategic financial solutions. The consultancy's expertise in setting up efficient automated money management systems ensures increased profitability. Their services extend to analyzing and streamlining current operating systems, aiming to minimize stress by implementing one-time setups. CHS Consulting Group provides valuable insights into project validation and viability, enabling informed business decisions. With proprietary profit tools, clients gain a continuous understanding of their financial metrics, enhancing the capacity for well-informed choices. The consultancy aims to empower...

In this episode of the Thoughtful Entrepreneur, your host Josh Elledge speaks to the Founder &amp; Speaker of Strategic Storytelling LLC, Cesar Castro. Cesar Castro is a dedicated mentor on a mission to elevate the narrative prowess of business professionals and leaders. During our discussion, Cesar illuminated storytelling's profound influence in effectively conveying messages, ideas, products, and services. He passionately shared how a well-crafted story can resonate deeply with an audience, creating lasting connections and engagement. The crux of Cesar's message lies in the undeniable need for leaders to hone their storytelling skills. It's not just about relaying information; it's about forging a bond with your audience. Cesar underscored the power of storytelling to build relationships and captivate listeners, allowing for a more profound and meaningful exchange. One of the highlights of the conversation was Cesar's introduction of the "COSA" method—a storytelling framework that stands for Context, Obstacle, Solution, and Action. He talked about the importance of setting the scene, presenting challenges, and showcasing vulnerability. Cesar's commitment to empowering leaders is evident in the array of services he provides. From workshops and leadership team training to one-on-one coaching, he's dedicated to refining his clients' communication and storytelling skills. He also offers an online academy, courses, and a podcast for those eager to dive deeper into the art of storytelling. Key Points from the Episode: Importance of storytelling in business Connecting with the audience through storytelling Introduction of the "COSA" method for storytelling Emphasis on vulnerability in storytelling Services offered by Cesar Castro, including workshops, training, and online resources Communication and storytelling as essential skills in everyday life About Cesar Castro: Cesar A. Castro is a seasoned communication expert renowned for his impactful teaching of the four-step Strategic Storytelling method, known as COSA. With a rich background in human behavior, holding degrees in Psychology and Organizational Psychology, he has dedicated over a decade to honing the science and art of communication. Cesar's expertise extends to collaborating with top-tier companies such as PepsiCo, MasterCard, MetLife, Santander, Abbott, and Kia, where he has successfully implemented his COSA methodology. Passionate about the transformative power of storytelling, Cesar has devoted his career to empowering thousands of speakers, entrepreneurs, and business leaders globally. His commitment to understanding human behavior and communication dynamics underscores his mission to amplify the positive impact of compelling narratives worldwide. About Strategic Storytelling LLC: Strategic Storytelling is a transformative communication approach tailored for business leaders and professionals to elevate their communication skills to professional mastery. This specialized service offers educational keynotes, practical workshops, and intensive one-on-one coaching to empower individuals to craft compelling narratives. The core belief driving Strategic Storytelling is that effective leaders are adept communicators and storytellers. By honing these skills, professionals can enhance their ability to convey ideas, inspire teams, and connect with audiences. Strategic Storytelling equips individuals with the tools and techniques necessary to navigate the complex business communication landscape, fostering leadership excellence through compelling storytelling. Tweetable Moments: 03:52 - "We're all storytelling creatures. We connect...

In this episode of the Thoughtful Entrepreneur, your host Josh Elledge speaks to the EO, Business Growth Strategist &amp; Profit Booster of Infinite Profit, Marcia Riner. Marcia's journey into business consulting is deeply personal. With entrepreneurial parents, she witnessed firsthand the highs and lows of business ownership. Her mother ran a successful mortgage company but failed to sell it for a significant profit due to a lack of exit planning. This experience, combined with Marcia's background as a financial advisor, led her to realize the critical need for business owners to plan for their exit from day one. Marcia emphasizes the day you start your business is when you should start thinking about your exit strategy. It's about more than planning to leave immediately but building a business attractive to potential buyers and investors. Whether it's a family succession, an employee buyout, or a merger, having a clear exit plan can significantly increase the value of your business and ensure you reap the rewards of your hard work. Marcia works with growth-minded business owners who are already in motion. She believes that if you're not growing, you're dying, and her strategies are designed to help businesses scale effectively. She offers one-on-one VIP consulting for tailored strategies and runs mastermind groups for those who prefer a group dynamic. Her approach is hands-on, and she works closely with clients and their teams to implement strategies that lead to tangible results. Key Points from the Episode: Marcia Riner's role as a business growth strategist The importance of planning for the future exit of a business Marsha's background and experience in business consulting and coaching Strategies for increasing revenue, driving growth, and preparing for a future sale Marcia's engagement with clients and the structure of her services Marcia's future plans and goals About Marcia Riner: Marcia Riner is a seasoned business growth strategist, certified financial planner, and expert exit planner, boasting an impressive career spanning over 25 years. Currently serving as the CEO of Infinite Profit Consulting, she has established herself as a trusted advisor in business growth, particularly focusing on future exit potential. In 2017, Marcia founded her consulting and coaching firm, leveraging her extensive experience to assist entrepreneurs in enhancing profitability, driving expansion, and effectively preparing for a future sale with maximum owner-exit benefits. Known for her astute focus on key growth metrics and innovative strategies, Marcia excels in devising tailored solutions for her clients. Her empathetic approach and dedication to their success set her apart, providing entrepreneurs the confidence and knowledge to overcome challenges, unlock new opportunities, and position their companies for sustained growth. Marcia's expertise spans finance, operations, marketing, and sales, making her a valuable asset in today's dynamic business landscape. With a proven track record of driving results, she remains a trusted guide for those seeking to achieve their goals with clarity and confidence. About Infinite Profit: Infinite Profit offers a strategic approach to enhance revenue, profits, and overall company value through its Profit Booster™️ System. This systematic method relies on the vital 20% that generates 80% of revenue, employing a 6-Step Profit Booster™️ Formula. Infinite Profit emphasizes attracting leads and the ideal clients ready to purchase. Subsequently, it focuses on improving lead conversions and retaining existing customers, recognizing the cost-effectiveness of customer...

In this episode of the Thoughtful Entrepreneur, your host Josh Elledge speaks with the President of Entrepreneurial Advisors, Kristopher Kluver. Kris Kluver has carved a niche in strategic advising, guiding CEOs and entrepreneurs to envision and execute their goals precisely. Kris emphasized the importance of having a clear roadmap and the role of a strategic advisor in helping business leaders navigate the often-tumultuous waters of entrepreneurship. He shared practical examples and tools that have allowed his clients to succeed, highlighting the transformative power of a well-crafted strategy. As a seasoned CEO coach, Kris understands the unique challenges that business leaders face. He shed light on the common pitfalls and how a coach can catalyze personal and professional growth. Kris discussed the value of having an external perspective to challenge your thinking, hold you accountable, and push you beyond your comfort zone. Kris's approach to coaching is not just about business growth but fostering leaders equipped to make impactful decisions. Kris highlighted its significance in every aspect of leadership and personal development. He discussed how self-awareness can lead to better decision-making, improved relationships, and a more satisfying life. Kris shared insights on how to cultivate self-awareness and the impact it can have on your business and personal life. Key Points from the Episode: Interview with Kris Kluver, founder of Entrepreneurial Advisors Work in strategic advising and CEO coaching Discussion of his book "Life on Your Terms: Discovering What's Next" Challenges of work-life balance for business leaders Importance of self-awareness for business leaders About Kristopher Kluver: Kris Kluver is a distinguished facilitator, acclaimed author of "The Aspiring Solopreneur, Your Business Start-Up Bible," and a seasoned entrepreneur with over 30 years of experience. His life's purpose revolves around aiding individuals, leadership teams, and business owners to achieve their dreams. Kluver's commitment to relationship-building is evident through his 100% referral-based business model, emphasizing client success and fostering trust. As the founder of Entrepreneurial Advisors, a strategic advisory firm in the United States and Europe, Kluver guides organizations of all sizes in priority-setting, collaboration, issue resolution, and improved communication. With a holistic approach, he employs simple tools and concepts to help businesses and individuals discover shared visions, master accountability, and form cohesive leadership teams for collective success. Kluver's diverse entrepreneurial background includes ventures in business consulting, real estate, online services, counseling, advertising, and financial services. Harvard Business School-educated in Entrepreneurial Strategy, Kluver is also an Honorary Fellow at York University in the United Kingdom. He and his wife, Reka, also conduct couples retreats focused on strategic planning methodologies to align couples and help them achieve their ideal life. Outside of his professional pursuits, Kluver channels his passionate and adventurous spirit into hobbies such as hiking, adventure travel, ultra-marathons, and global networking. About Entrepreneurial Advisors: Entrepreneurial Advisors (EA) is a dedicated strategy, facilitation, and coaching firm committed to empowering individuals and teams to...

In this episode of the Thoughtful Entrepreneur, your host Josh Elledge speaks to the Founder of Converse Digital, Tom Martin. Social media is often seen as a platform for broadcasting messages, but Tom sheds light on its potential as a powerful tool for prospecting, nurturing, and closing sales. He shares strategies on how to leverage these platforms to reach out to potential clients and create a journey that feels personal and human. Tom discusses the science behind human behavior and how tapping into these insights can lead to more effective marketing strategies. Knowing what drives your audience, you can tailor your approach to meet their needs and desires, leading to better engagement and conversion rates. The key takeaway is the significance of building meaningful relationships in the digital space. Tom Martin's expertise reminds us that a person is seeking connection behind every click, like, or share. As businesses and marketers, we must foster those connections and turn them into lasting relationships. Key Points from the Episode: Strategies for building meaningful relationships in the digital space Leveraging social media for prospecting, nurturing, and closing sales Prioritizing human connection and relationship-building in sales Understanding the science behind human behavior in sales and marketing About Tom Martin: Tom Martin is a seasoned professional with 30 years of experience in sales and marketing. Known for his no-nonsense and straight-talking approach, he is a veteran in the field. Tom is passionate about helping individuals "Sell Greatly" by transforming conversations into customers. As an internationally recognized keynote speaker, blogger, and founder of Converse Digital, he successfully combines his expertise in marketing and technology to educate people on leveraging digital channels for effective sales strategies. Tom's commitment to enhancing brand perception and Painlessly Prospecting is evident in his book, "The Invisible Sale," where he shares scientifically proven techniques to turn conversations into clients. About Converse Digital: Converse Digital is a leading organization that empowers businesses to achieve remarkable sales growth through innovative digital sales and marketing strategies. Specializing in teaching organizations how to "Sell Greatly," Converse Digital excels in turning conversations into valuable customers. The company's expertise lies in leveraging various digital tools, including email marketing, social media marketing, content marketing, and marketing automation, to optimize sales processes. Converse Digital guides clients in understanding and seamlessly integrating digital technologies and platforms by providing insightful advice and counsel. The organization's holistic approach aims to uncover invisible sales opportunities and convert prospects by Selling Greatly. With a commitment to enhancing brand perception and painlessly prospecting for new clients, Converse Digital is a trusted partner for businesses seeking effective and sustainable success in the dynamic digital scene. Tweetable Moments: 10:27 - "I value quality. I would much rather have five really good conversations of which I'll probably end up closing two to three, than a hundred where I might close one." Links Mentioned in this Episode: Want to learn more? Check out Converse Digital website at https://conversedigital.com/ Check out Converse Digital on LinkedIn at <a...

In this episode of the Thoughtful Entrepreneur, your host Josh Elledge speaks with the Co-Founder &amp; CEO of Hayk Tadevosyan Insurance Agency, Hayk Tadevosyan.Hayk Tadevosyan's story begins with his roots as an immigrant, a starting point that many can relate to as a time of challenge and opportunity. His ascent in the sales industry is a testament to the power of determination and the right mindset.Hayk's ability to teach, motivate, and lead teams to shatter sales records nationwide is not just a result of his skills but also his mental fortitude. The lesson here is clear: success is not merely about what you do but how you think.Hayk emphasized the critical role of mindset, mental strength, and balance in achieving success. It's not just about working hard; it's about working smart and maintaining a balance that fosters growth in all areas of life. Hayk's philosophy revolves around the equilibrium of family, fitness, finance, and friendship. This holistic approach ensures that success is not one-dimensional but enriches every facet of one's life.An intriguing aspect of Hayk's insights is the connection between physical fitness and professional achievement. He eloquently highlighted how confidence and control in one's physical health can spill over into business and personal endeavors.The discipline and commitment required to maintain fitness are the same qualities that propel one to excel professionally. This synergy is a powerful reminder that taking care of our bodies is about health and cultivating a mindset conducive to success.Key Points from the Episode: Introduction of Hayk Tadevosyan, author of "The Power of Mindset" and owner of Hayk Tadevosyan Insurance AgencyHayk Tadevosyan's journey as an immigrant finding success in the sales industryEmphasis on the importance of mindset, mental strength, and balance in achieving successThe connection between physical fitness and professional success Insights into Hike Tid's coaching system and the development of his bookHis approach to leadership and business growth is evident in the success of his agencyAbout Hayk Tadevosyan:Hayk Tadevosyan is a dedicated professional specializing in risk management, insurance, and financial services. With a passion for helping individuals navigate the uncertainties of everyday life, he aims to be a comprehensive resource for his clients.Hayk's expertise lies in assisting people in recovering from unexpected events and working towards their aspirations. His commitment extends to being his community's go-to advisor for insurance and financial solutions.By combining his knowledge and personalized approach, Hayk strives to be the trusted risk manager for all his clients, offering a one-stop shop for their insurance and financial needs. With a focus on building lasting relationships, he ensures individuals can confidently pursue their dreams while effectively managing potential risks.About State Farm:State Farm is a renowned insurance and financial services company with a mission focused on assisting individuals in navigating life's uncertainties. Committed to helping people manage risks, recover from unexpected events, and pursue their dreams, State Farm is driven by a passion for creating possibilities for its customers.The company takes pride in being a reliable presence in customers' lives, epitomized by the slogan, "Like a good neighbor, State Farm is there.®"

In this episode of the Thoughtful Entrepreneur, your host Josh Elledge speaks with the Founder of UPLVL Agency, Kayley Hamilton.&nbsp;Kayley Hamilton's journey is as fascinating as it is instructive. She has a background in entertainment news journalism and a keen eye for what makes a story captivating. She brings this expertise to UPLVL Agency, where she helps entrepreneurs and founders craft and share their unique narratives.&nbsp;Kayley emphasized that having a unique and compelling angle is crucial for making any story newsworthy. It's not just about what you do but how you communicate your vision and purpose that captures the media's attention.One of the key insights Kayley shared is the importance of personal transparency and a mission-driven purpose. In today's media landscape, authenticity isn't just a buzzword—it's a necessity.&nbsp;Audiences crave real connections and stories they can relate to, and that's where UPLVL Agency shines. They work with founders across various industries, from wellness and self-development to tech and marketing, all united by a strong mission to uplift others.Kayley also shed light on the value of visibility campaigns. Earned media placements—such as podcasts, articles, and TV segments—are gold for entrepreneurs looking to elevate their brands. She encourages anyone interested in expanding their reach to visit the Uplevel Agency website and consider how a strategic visibility campaign could benefit their business.Key Points from the Episode:Introduction of Kayley Hamilton, founder, and CEO of UPLVL Agency&nbsp;Kayley's background in entertainment news journalism and transition to working with entrepreneursImportance of storytelling in public relationsEmphasis on the need for founders to have a unique and compelling angle for newsworthinessSignificance of personal transparency and mission-driven purpose in engaging with the mediaUPLVL Agency work with founders in various industries, including wellness, self-development, tech, and marketingAbout Kayley Hamilton:Kayley Hamilton, the visionary founder of UPLVL Agency, boasts a remarkable career as a 2X Emmy-Award-winning celebrity news reporter, journalist, and producer. Raised in Colorado, Kayley's childhood fascination with Hollywood's spotlight and celebrity influence fueled her dream of connecting with stars on a personal level.&nbsp;Overcoming shyness, she pursued her passion, becoming a prominent red carpet reporter and interviewing A-listers like The Rock, Kim Kardashian, and Chris Pratt at prestigious events like The Oscars and The Golden Globes. With 8+ years in celebrity journalism, Kayley transitioned in 2020, seeking guidance through media, podcasts, and virtual talks.&nbsp;In 2021, she founded KAYLEY Media, rebranded to UPLVL Agency in 2023, dedicated to helping purpose-driven entrepreneurs amplify their message and visibility through strategic media exposure. Kayley's journey reflects her resilience and commitment to empowering visionary CEOs and founders to reach new heights.About UPLVL Agency:Founded in 2021 by Kayley Hamilton, UPLVL Agency emerged from her 7+ years of experience in the entertainment industry as a celebrity news journalist, reporter, producer, and host. Having witnessed the transformative power of media, Kayley recognized the potential for purpose-driven individuals to leverage these platforms with the right tools and stories.Departing from celebrity journalism, she established UPLVL Agency (formerly KAYLEY Media) as a comprehensive PR, consulting, and media company. The agency is dedicated to transforming founders into thought leaders by orchestrating impactful

In this episode of the Thoughtful Entrepreneur, your host Josh Elledge speaks to the Co-Founder &amp; CEO of Regal, Alex Levin.&nbsp;Alex's journey with Regal began during his tenure at a large home services company. He and his co-founder observed a common thread among customers: despite the digital age, people craves human interaction before finalizing a purchase. This was a lightbulb moment for them, as they realized the market lacked tools designed for personalized customer interactions. Thus, Regal was born.Regal is a platform that harnesses real-time data on customer behavior to facilitate personalized outreach across various channels, including phone calls, SMS, and email. This isn't just about driving sales; it's about fostering genuine conversations that lead to meaningful relationships between businesses and their customers.The platform has found its niche in sectors where customer engagement is not just a nice-to-have but a critical component of success. Healthcare, financial services, local services, and education are among the industries that have seen significant improvements in customer interaction through Regal's capabilities.Alex also discussed the significance of branded caller ID in outbound calls. In an era where spam calls are rampant, it's crucial for legitimate business calls to be recognized by customers. This feature alone can lead to higher engagement rates and ensure that important calls are not dismissed as nuisances.A key insight from Alex pertained to consumer behavior and the preference for real-time, personalized interactions. While people avoid brand calls due to spam, they are more open to conversations immediately relevant to their needs, such as education or healthcare inquiries.Key Points from the Episode:Introduction of Alex Levin, Co-founder and CEO of RegalCreation of Regal based on the need for personalized customer interactionRegal's core function is to enable businesses to use real-time data for personalized cross-channel outreachIndustries served by Regal: healthcare, financial services, local services, and educationRegal's impact on driving revenue for its customersImportance of customized customer engagement, with a focus on the healthcare industryTactical aspects of Regal's platform and its use by companies like SoFiSignificance of branded caller ID and its impact on outbound callsAbout Alex Levin:Alex Levin is the co-founder and CEO of Regal.io, a leading cloud contact center specializing in customer engagement. Under his leadership, Regal.io has emerged as the premier choice for outbound contact centers, offering a platform that seamlessly integrates with various communication channels.&nbsp;Leveraging advanced technology, Regal.io enables businesses to enhance their revenue streams by providing real-time customer intent data. The platform intelligently empowers users to personalize phone calls, SMS, email, and chat interactions.&nbsp;With a commitment to innovation, Levin has positioned Regal.io as the go-to solution for organizations seeking effective, personalized customer communication strategies. His expertise in the field has solidified Regal.io's reputation as the #1 cloud contact center, driving tangible results for businesses aiming to optimize customer interactions and drive revenue growth.About Regal:Regal, founded in 2020 in NYC, has become the preferred choice for leading digital consumer companies seeking enhanced customer engagement. With a focus on the power of personal interactions in the digital age, Regal stands out by helping businesses generate more revenue from sales and support...

In this episode of the Thoughtful Entrepreneur, your host Josh Elledge speaks to the Finance Director of McCombs Ford West, Zack Tlili.&nbsp;Zack Tlili began by dissecting the concept of motivation. He emphasized that motivation isn't just a fleeting feeling but a driving force that propels us toward our goals. It's the spark that ignites action and the fuel that keeps the engine of our ambitions running.&nbsp;Zach shared that aligning our actions with our core values and purpose is the key to sustaining motivation. When we understand the 'why' behind our endeavors, we can tap into a wellspring of enduring motivationTransitioning to mindset, Zach illuminated the importance of nurturing a mental framework that supports success. He explained that our mindset shapes our perception of the world and our experiences. Zach provided actionable advice on reframing negative thoughts and focusing on growth, learning, and the pursuit of excellence.No journey to success is without its hurdles, and Zack Tlili is no stranger to this truth. He shared personal anecdotes and professional experiences that highlighted the inevitability of obstacles. Zach discussed strategies for facing obstacles head-on, leveraging them as opportunities for growth, and maintaining confidence in one's ability to overcome them.Key Points from the Episode:The Essence of MotivationCultivating a Success-Oriented MindsetOvercoming Obstacles with ConfidenceStrategies for Goal AchievementInsights and strategies from Zack TliliAbout Zack Tlili:Zack Tlili stands out as a beacon of motivation and a strategic mastermind in the business world. More than just a consultant, he embodies dedication, service, and unparalleled excellence.With a rich history in corporate sales and leadership, Zack offers a wealth of experience and insights that promise to revolutionize your organization. He specializes in unlocking the hidden potential within teams, guiding them through transformative journeys that lead to unprecedented success.&nbsp;Zack's approach is not just about strategies; it's about inspiring change and fostering an environment where every employee can thrive. His commitment to empowering businesses and individuals makes him an invaluable asset to any company looking to elevate its performance and achieve its goals.About McCombs Ford West:McCombs Ford West, a stalwart in customer satisfaction since 1953, stands out as one of the top 30 Ford dealers nationwide. It proudly holds the exclusive title of San Antonio's authorized Roush Performance dealer.This dealership is not just about selling cars; it's about creating a positive workplace, as evidenced by being voted the best workplace for twelve consecutive years. The ethos of McCombs Ford West is deeply rooted in the legacy of its founder, Red McCombs, who is renowned for his dedication to serving the community of San Antonio and the broader state of Texas.&nbsp;Their commitment to excellence is summarized in their motto, "Simply the Best," showcasing their dedication to superior service and customer satisfaction. McCombs Ford West exemplifies a blend of top-tier automotive sales and a commitment to community values.Tweetable Moments:07:16 - "A better version of yourself doesn't start with 'I want.' It starts with the belief, having the mindset, and doing the work for it, and staying relentless and keeping going."08:14 - "Success is not a house on the hill, it's not a yacht, even though they're nice to have. Success is a teacher that wakes up in the morning happy and excited about having kids that she's going to care for.”Links Mentioned in this...

In this episode of the Thoughtful Entrepreneur, your host Josh Elledge speaks to the Business Strategist &amp; Speaker of The Business Strategist, Adam Strong.With a background in elite athletics and a track record of building and scaling businesses for over three decades, Adam brings knowledge to the table. He underscored the significance of mindset and skill sets in entrepreneurship, drawing parallels between the discipline required in sports and business.Adam is interested in aiding professionals in the services industry—attorneys, CPAs, IT specialists, and the like. These individuals often possess deep expertise in their respective fields but may find themselves at a crossroads regarding business. Adam's holistic approach focuses on personal growth and professional development to help these professionals scale their businesses effectively.Adam took a deeper dive into the psychological barriers that entrepreneurs often encounter, particularly fear. Fear of judgment can paralyze decision-making and hinder the creative process, especially in social media content. Adam shared his perspective on overcoming these fears, emphasizing the need for differentiation and the power of platforms like LinkedIn to educate and inspire.Adam also opened up about his personal experiences with fear and self-criticism, shedding light on the ongoing journey of personal growth that is entrepreneurship. He stressed the value of vulnerability and striving for excellence, not perfection.Key Points from the Episode:Business growth and scaling venturesOvercoming fear in entrepreneurshipCreating valuable content for social mediaChallenges faced by entrepreneursImportance of mindset in businessStrategies for standing out in a competitive marketplaceWorking with professionals in the services industryFear and its impact on decision-making and content creationAbout Adam Strong:Adam Strong is a multi-faceted business strategist, best-selling author, keynote speaker, and host of the soon-to-be-renamed podcast, "The Business Strategist." From his early days as an athlete training with Sir Mo Farah to becoming a renowned international business consultant, Adam's journey is one of resilience, transformation, and pursuit of excellence.&nbsp;With over three decades of experience, he excels in driving entrepreneurs toward exponential growth through accountability, clarity, and strategic positioning. Adam's approach is results-driven, combining energy, compassion, and a dash of fun.&nbsp;As the creator of The Game Changers Experience podcast, he shares insights from global leaders to inspire a community of high achievers. Adam's work, especially with six-figure businesses through his Game Changers Inner Circle, challenges conventional wisdom, promoting groundbreaking personal and professional development.&nbsp;Recognized for his engaging style and transformative impact, Adam values meaningful connections, whether through podcasting, networking, or storytelling.About The Business Strategist:The Business Strategist" aims to empower 100,000 established business owners and entrepreneurs with scalable business strategies through its exclusive inner circle mastermind program. Central to its philosophy are three pillars: human connection, collaboration, and community.&nbsp;These principles guide participants towards mutual growth, fostering an environment where ideas flourish and partnerships thrive. The program is designed to be a transformative journey, offering members access to a curated network of like-minded individuals, insights from industry leaders, and actionable

In this episode of the Thoughtful Entrepreneur, your host Josh Elledge speaks with the CEO &amp; Founder of Funnelytics, Mikael Dia.Mikael Dia, the CEO of Funnelytics, shared that 65% of people are visual learners. This statistic underscores the importance of their platform, which caters to this majority by merging visual cues with complex data, enabling businesses to strategize with clarity and precision.Mikael drew an analogy to a local store, where the owner guides customers through a journey rather than leaving conversions to chance. This approach requires a deep understanding of the customer's personal touchpoints, fears, skepticism, and problems.Mikael delved into the role of empathy in marketing. Focusing on successful customer outcomes, not just conversions, is crucial. By putting ourselves in our customers' shoes, we can create more meaningful and effective marketing strategies that resonate personally.Mikael explained how Funnelytics is a powerful communication tool. During sales calls, users can visually explain strategies and data to potential clients, engaging them and building trust. Moreover, the platform's real-time analytics enable businesses to track the effectiveness of their strategies and make data-driven decisions.To harness the full potential of Funnelytics, it's essential to have a designated operator within your organization. This person should orchestrate customer journeys and understand the tool's analytics to drive growth. Identifying the right individual for this role is critical to leveraging the platform's capabilities.Key Points from the Episode:Importance of visualizing marketing funnelsPractical applications of Funnelytics for understanding and optimizing customer experiencesSignificance of using visual tools for communicationRole of empathy in customer interactionsNeed for measuring and analyzing data to improve business strategiesPractical applications of Funnelytics for sales calls and communication within organizationsOrchestrating a journey to convert a stranger into a customerConsideration of personal touchpoints, fears, skepticism, and problems of potential customersValue of visual communication in engaging and building trust with clientsAbout Mikael Dia:Mikael Dia is a digital marketing maestro and entrepreneur, renowned for founding Funnelytics—a pivotal tool for marketers to enhance online traffic and profitability. His expertise has propelled multiple ventures into seven-figure successes, demonstrating a keen ability to decode complex marketing data for accelerated business growth.&nbsp;Mikael's journey includes catapulting his nutrition company, IIFYM, from modest monthly earnings to impressive daily revenues. He swiftly elevates his marketing agency, White Coat Digital, past the million-dollar revenue mark within 18 months.&nbsp;With Funnelytics, he has attracted over 50,000 users and generated $1.4 million in just 10 months. Based in Toronto, Canada, Mikael balances his professional achievements with family life, sharing his home with his wife and young daughter.About Funnelyltics:Funnelytics is a groundbreaking marketing analytics tool designed to map and monitor sales and marketing endeavors visually. It introduces a collaborative canvas feature, centralizing essential data for teams to efficiently identify and address bottlenecks, optimizing traffic flow and campaign effectiveness.&nbsp;This innovation meets a significant demand within the marketing sector for an analytics platform that combines intuitiveness with powerful functionality. The enthusiasm and positive feedback from the industry underscore...

In this episode of the Thoughtful Entrepreneur, your host Josh Elledge speaks to the Performance Coach &amp; Founder of Performance Mindset Coaching, Aaron Trahan.Aaron's journey is a testament to the power of transformation and the pursuit of passion. Transitioning from a senior-level executive leader to launching his performance coaching firm, he embodies the essence of being coachable and maintaining a learner's mindset. His story is a powerful reminder that continuous growth and success are attainable for all of us, provided we remain open to learning and evolving.Aaron delved into the intricate balance leaders must maintain between feeling incompetent and becoming overconfident. This balance is crucial, as it can significantly impact one's ability to lead effectively. He explored the phenomenon of imposter syndrome, where individuals doubt their accomplishments and fear being exposed as a fraud.Leadership extends far beyond the confines of the boardroom. Aaron highlighted the significant impact that modeling behavior has on both organizational culture and personal life.&nbsp;When leaders demonstrate continuous learning and growth, they set a precedent that encourages their teams to follow suit. This creates a positive culture within the organization that fosters innovation and collaboration.Michael also touched on a topic that many find uncomfortable: failure. Aaron stressed the importance of embracing failure as an integral part of the learning process. By incorporating failure into strategy building, leaders can ensure organizational adaptability and resilience.Key Points from the Episode:Aaron Trahan's journey from senior-level executive leader to launching his performance coaching firmImportance of being coachable and maintaining a learner's mindset for continuous growth and successThe delicate balance that leaders face in feeling incompetent or overconfidentImposter syndrome and the Dunning-Kruger effectImpact of modeling behavior as a leader on organizational culture and personal lifeEmbracing failure as part of the learning process and incorporating it into strategy-buildingAaron's engagement with clients through one-on-one coaching, group engagements, and leadership workshopsImportance of clarity in structuring coaching programsAbout Aaron Trahan:Aaron Trahan is a distinguished figure in performance mindset coaching, with over 15 years of executive leadership experience in the corporate and startup sectors. Achieving the rank of senior executive in a billion-dollar company before 30, his career is marked by his ability to foster growth and enhance organizational performance.&nbsp;Aaron's passion for leadership and performance coaching led him to develop a unique methodology. This approach, centered around a Performance Operating System, is designed to uncover transformational insights that boost personal and professional performance.&nbsp;His efforts aim to fast-track the development of highly driven and talented leaders, helping them to realize their utmost potential. Aaron's significant contributions to the field have earned him recognition as a Top 100 Entrepreneur &amp; Innovator by The Top 100 Magazine, acknowledging his global impact on performance-driven leaders.About Performance Mindset Coaching:Performance Mindset Coaching is a specialized service empowering business leaders and executives to achieve unparalleled growth. This practice goes beyond merely offering insights; it actively assists clients in crafting and executing bespoke strategies and action plans tailored to their specific needs.&nbsp;The core of the service...

In this episode of the Thoughtful Entrepreneur, your host Josh Elledge speaks with the CEO &amp; Co-founder of 180 Management Group, Miriam Dicks.Non-profits are often driven by a passion for change and a commitment to their cause. However, the zeal to make a difference can be hindered by inadequate structures and systems. This is where Miriam Dick's expertise shines.&nbsp;Her firm, 180 Management Group, specializes in guiding non-profits through the maze of operations and management consulting. The goal is simple yet profound: to construct robust systems that breathe life into the organization's mission and vision.One of the most enlightening aspects of our discussion was the emphasis on the operational culture within non-profits. Miriam illuminated the process her company employs, beginning with a thorough assessment of how people collaborate, execute tasks, and align their work with the organization's strategy.Miriam explored the delicate balance of integrating new technology into an organization. She stressed the importance of making informed decisions, ensuring there is ample support and training for staff, and effectively communicating the benefits of the technology to the entire organization.However, Miriam also cautioned against the pitfalls of adopting technology without a solid implementation plan. The consequences can range from wasted resources to a workforce that's resistant to change.Key Points from the Episode:Introduction of Miriam Dicks as an operations strategist and CEO of 180 Management GroupChallenges faced by non-profit organizations in terms of structure, systems, and supportImportance of building efficient systems to implement the mission and vision of non-profit organizationsCultural nuances and efficient business practices in non-profit organizationsAssessment of operational culture in non-profit organizationsIntroducing new technology in non-profit organizationsMaking informed decisions about technology adoption and providing support and trainingChallenges and consequences of adopting new technology without proper support and implementationAbout Miriam Dicks:Miriam Dicks stands as the visionary Founder, CEO, and Chief Strategist behind 180 Management Group, showcasing over two decades of expertise in elevating organizations toward peak operational efficiency.&nbsp;Her career has been marked by numerous roles within operations management and consulting, driven by a deep-seated conviction that excellence in operations is attainable for any entity equipped with the proper catalysts for transformation.&nbsp;Miriam's academic credentials include a BA in Public Policy from the University of North Carolina at Chapel Hill and an MHA from the University of South Carolina, further solidified by her certification as a Change Management Professional (CCMP) and her affiliation with the John C. Maxwell Team. Her work encapsulates a commitment to leveraging strategic change to foster organizational excellence.About 180 Management Group:180 Management Group is a pivotal operations consulting firm, dedicated to refining operational strategy and design for non-profit organizations. This firm is deeply committed to bridging the resource gap for Senior Leaders, supplying them with essential tools, resources, and support often lacking within their infrastructures.&nbsp;With a clear and straightforward mission, 180 Management Group aims to empower non-profits to enhance their operational efficiency. The ultimate goal is to enable these organizations to excel and succeed in their mission and vision, operating at the pinnacle of...