The Thoughtful Entrepreneur

Transforming Healthcare with AI   In a recent episode of "The Thoughtful Entrepreneur," host Josh engages in a thought-provoking conversation with Areo Nazari, the co-founder and CEO of CaryHealth. The episode delves into the evolving landscape of the healthcare and pharmacy industry, with a particular focus on the specialty pharmacy sector. Areo shares valuable insights into CaryHealth's innovative approach to digital pharmacy, the integration of AI technology, and the company's strategic shift from a B2C to a B2B model. This blog post will break down the key themes and actionable advice from the episode, providing a comprehensive guide for listeners and readers interested in the intersection of healthcare and technology. CaryHealth operates within a significant segment of the pharmacy industry, generating approximately $500 to $600 billion in revenue. Notably, around 70% of this revenue comes from specialty pharmacy, which deals with high-cost medications, often exceeding $1,000 per unit and reaching up to $1 million for advanced therapies like gene therapy. CaryHealth specializes in limited distribution drugs, which are typically not available at standard pharmacies like CVS or Walgreens. Instead, these medications are managed by specialty pharmacies, such as CaryHealth, that have the capability to handle these unique and often complex drug therapies. CaryHealth has established partnerships with regional health plans, such as CareFirst Blue Cross Blue Shield, and focuses on serving Medicaid and Medicare patients. Areo emphasizes the importance of quality measures in these programs, which assess how well health plans are performing in terms of patient health outcomes. This focus on quality and patient care is a cornerstone of CaryHealth's mission. One of the standout features of CaryHealth's digital pharmacy platform is its proprietary AI model named Claire. This AI-driven clinical reference tool allows healthcare providers to access a curated database of clinical studies, drug interactions, and FDA labels, ensuring that they receive evidence-based answers to their clinical questions. Areo highlights several key benefits of integrating AI into healthcare practices, including providing a reliable source of information, enhancing efficiency, and supporting clinical decision-making. By leveraging AI, CaryHealth aims to improve patient outcomes by providing healthcare providers with the most up-to-date information and recommendations. This episode provides valuable insights into the challenges and innovations within the specialty pharmacy sector, highlighting the role of technology and strategic partnerships in improving patient care and healthcare delivery. Areo Nazari's journey with CaryHealth serves as an inspiring example of adaptability and forward-thinking in the ever-evolving healthcare landscape.   About Areo Nazari: Areo Nazari is a seasoned professional with experience in the healthcare industry. From 2010 to 2013, Nazari held the role of Pharmacist in Charge at Rite Aid. From 2013 to 2017, Nazari worked as an Executive Team Leader - Pharmacy at Target. Since 2017, Nazari has been the Co-Founder & CEO of CaryHealth. Areo Nazari completed a Doctor of Pharmacy degree from the University of Maryland Baltimore in 2011. Prior to that, they obtained a BS in Biology from the University of Maryland in 2005.   About CaryHealth: CaryHealth is redefining the digital health landscape through its innovative AI-driven ecosystem, designed to optimize outcomes for the healthcare industry's key players, including pharmaceutical manufacturers, health plans, and health systems. With a suite of advanced solutions, such as OneDash, Clair, CaryConnect, and CaryRx, CaryHealth enhances the pharmacy experience, offers cutting-edge AI tools, and delivers real-time data insights. This approach underscores CaryHealth's commitment to advancing healthcare efficiency and effectiveness through their platform. Apply to be a Guest on The Thoughtful Entrepreneur: https://go.upmyinfluence.com/podcast-guest Links Mentioned in this Episode: Want to learn more? Check out CaryHealth website at https://www.cary.health/ Check out CaryHealth on LinkedIn at https://www.linkedin.com/company/cary Check out Areo Nazari on LinkedIn at https://www.linkedin.com/in/areonazari Don’t forget to subscribe to The Thoughtful Entrepreneur and thank you for listening. Tune in next time!   More from UpMyInfluence: We are actively booking guests for our The Thoughtful Entrepreneur. Schedule HERE. Are you a 6-figure consultant? I’ve got high-level intros for you. Learn more here. What is your #1 Lead Generation BLOCKER? Take my free quiz here. Want to learn more about all the podcasts managed by UpMyInfluence? Opt in here.  

Building Trust and Brand: The Key Elements of Effective Outbound Marketing   In the latest episode of our podcast, host Josh sits down with Matt Cressman, the founder of Lead Storm AI and a LinkedIn marketing expert, to delve into the intricacies of outbound lead generation. This comprehensive blog post will break down the key takeaways from their conversation, offering actionable advice and detailed insights to help you optimize your outbound marketing strategies, particularly on LinkedIn. Josh kicks off the episode by inviting listeners to explore his resources for connecting with partners, investors, influencers, and clients. He highlights his free video class available on Up My Influence, which outlines steps to achieve 100% inbound marketing in their industry over the next 6 to 8 months without relying on spam, ads, or sales tactics. Josh's methods have been successful for over 15 years, generating eight figures in revenue for his companies. Matt Cressman joins the conversation, introducing himself as a LinkedIn marketing expert and a connector specializing in outbound marketing. He shares his journey from leading an international nonprofit to founding Lead Storm AI, driven by a desire to start a podcast and connect with industry professionals. Matt founded Lead Storm AI to address the pain points he encountered while managing multiple marketing tools. Lead Storm AI combines marketing automation, CRM capabilities, and outbound marketing tools into a comprehensive platform. Key features include contact management, funnel building, and automation for LinkedIn outreach and cold emailing. Matt emphasizes the importance of building relationships and creating meaningful content. His approach to outbound marketing has evolved, particularly in response to changing buyer behaviors. He believes that having a strong brand and producing valuable content are essential for successful outbound lead generation. Matt discusses the shift in outbound lead generation strategies from 2019 to 2022, noting the decline of the golden era of outbound marketing. He highlights the need for hyper-personalization in messaging, stating that generic templates are no longer effective. Instead, marketers must leverage sophisticated tools to create personalized outreach that resonates with potential clients. Matt introduces his BCT framework, which stands for Brand, Content, and Trust. This framework is fundamental to successful outbound marketing: understand who you are as a brand, create valuable content that addresses the needs and pain points of your audience, and build trust with your audience through consistent and meaningful interactions. Josh raises the challenge of standing out in a crowded marketplace, where many professionals receive numerous unsolicited messages. Matt shares practical tactics for breaking through the noise, such as hyper-personalization, using intent data, leveraging LinkedIn events, and hosting your own events to provide value and attract potential clients.   About Matthew Cretzman: Matthew Cretzman is a seasoned entrepreneur and marketing expert, specializing in outbound marketing, LinkedIn strategies, growth hacking, and lead generation. Founder and CEO of Stormbreaker Digital and LeadStorm AI.   About LeadStorm AI: LeadStorm AI's full suite of marketing and sales automation tools gives you everything you need to market your business, close more deals, and make more money.   Apply to be a Guest on The Thoughtful Entrepreneur: https://go.upmyinfluence.com/podcast-guest   Links Mentioned in this Episode: Want to learn more? Check out LeadStorm AI website at https://www.leadstorm.ai/ Check out LeadStorm AI on LinkedIn at https://www.linkedin.com/company/leadstorm-ai/ Check out Matthew Cretzman on LinkedIn at https://www.linkedin.com/in/mattcretzman Don’t forget to subscribe to The Thoughtful Entrepreneur and thank you for listening. Tune in next time!   More from UpMyInfluence: We are actively booking guests for our The Thoughtful Entrepreneur. Schedule HERE. Are you a 6-figure consultant? I’ve got high-level intros for you. Learn more here. What is your #1 Lead Generation BLOCKER? Take my free quiz here. Want to learn more about all the podcasts managed by UpMyInfluence? Opt in here.    

Achieving Financial Freedom and a Fulfilling LifeIn a recent episode of "The Thoughtful Entrepreneur," host Josh engages in a thought-provoking conversation with Aaron Marcum, a bestselling author and the founder of EntreThrive. The episode delves into Aaron's book, "EntreThrive," which outlines eight essential laws designed to help entrepreneurs achieve financial freedom while leading a fulfilling life. This blog post will break down each of these laws in detail, offering actionable advice and thorough explanations to guide entrepreneurs on their journey to success.Josh opens the episode by sharing his extensive experience in the business world, having spoken with over 2,000 leaders about their best business practices. He offers a free video resource on his website, Up My Influence, aimed at helping entrepreneurs generate high-ticket sales appointments without relying on spam or ads. He then introduces Aaron Marcum, highlighting his background as a bestselling author and the founder of Entrethrive. Aaron's book, which features a foreword by renowned author Brian Tracy, is subtitled "An Entrepreneur's Eight Laws to Accelerate Financial Freedom While Creating the Good Life."Aaron begins by discussing the concept of "the good life," a term rooted in Aristotle's philosophy. For Aristotle, the good life transcends mere life satisfaction; it embodies living a life worth living, or "eudaimonia." This idea emphasizes the importance of a holistic approach to life, encompassing not just financial success but overall fulfillment. Aaron's insights into the good life were shaped during his Master of Applied Positive Psychology program at the University of Pennsylvania, where he studied under Martin Seligman, a leading figure in positive psychology. He emphasizes that the journey toward the good life involves understanding one's guiding truths—core beliefs that define who we are and what we aspire to be.About Aaron Marcum:Over the past 20 years, Aaron has founded and scaled award-winning, multi-million-dollar companies that have positively impacted thousands across North America. His entrepreneurial journey began in healthcare, where his visionary leadership in his second startup transformed the home care industry. He established the Best of Home Care® award program and created an innovative benchmarking platform that has become the industry standard.Aaron holds a Master's in Applied Positive Psychology from the University of Pennsylvania, where he studied under renowned experts like Dr. Martin Seligman. This transformative experience fueled his passion for helping fellow home care entrepreneurs thrive both personally and professionally.His Breakaway Accelerator coaching program is designed specifically for home care CEOs and their leadership teams, empowering them to think bigger, retain top talent, accelerate growth, and create abundant lives.A #1 Amazon and Barnes & Noble bestselling author, Aaron's book EntreThrive guides entrepreneurs on their journey to financial freedom while embracing what Aristotle called "The Good Life." He has been a sought-after keynote speaker since 2006, engaging entrepreneurial audiences with his insights and experiences.In his free time, Aaron enjoys road cycling and traveling the world with his wife, Heather, whom he married in 1996. They are proud parents to six beautiful children.About EntreThrive:EntreThrive is a transformative platform and community designed to guide and support entrepreneurs in prioritizing their well-being for both professional success and personal fulfillment.EntreThrive operates on the fundamental belief that just as entrepreneurial success demands business acumen and persistent diligence, so does one's well-being require daily attention and intentional effort. Through our innovative approach, we emphasize the importance of entrepreneurial well-being, highlighting the 8 Laws of EntreThrive—a comprehensive framework rooted in positive psychology and evidence-based practices.Apply to be a Guest on The Thoughtful Entrepreneur: https://go.upmyinfluence.com/podcast-guestLinks Mentioned in this Episode:Want to learn more? Check out EntreThrive website athttps://entrethrive.com/Check out EntreThrive on LinkedIn athttps://www.linkedin.com/company/entrethriveCheck out Aaron Marcum on LinkedIn athttps://www.linkedin.com/in/aaron-marcumDon’t forget to subscribe to The Thoughtful Entrepreneur and thank you for listening. Tune in next time! More from UpMyInfluence:We are actively booking guests for our The Thoughtful Entrepreneur. Schedule HERE.Are you a 6-figure consultant? I’ve got high-level intros for you. Learn more here.What is your #1 Lead Generation BLOCKER? Take my free quiz here.Want to learn more about all the podcasts managed by UpMyInfluence? Opt in here. 

Understanding and Mastering Fear In a recent episode of "The Thoughtful Entrepreneur," host Josh engages in a profound conversation with Rhonda Britten, a master coach, keynote speaker, and founder of the Fearless Living Institute. Rhonda, an Emmy Award-winning author, shares her extensive experience in helping individuals and organizations navigate the complexities of fear and personal development. This blog post delves into the key themes and actionable insights from their discussion, providing a comprehensive guide for listeners and readers alike. Rhonda begins by addressing a fundamental truth: fear is a universal experience that affects everyone, regardless of their position or achievements. She emphasizes that fear is deeply rooted in our neurobiology, often stemming from our formative years. Many individuals find themselves grappling with fears that are remnants of past experiences, leading to feelings of inadequacy or the need for approval from others. Rhonda points out that people often focus on the symptoms of fear, such as procrastination, anxiety, and self-doubt, rather than addressing the underlying issues. A key distinction Rhonda makes is between fighting fear and mastering it. She explains that many people mistakenly believe they can eliminate fear entirely, but this is unrealistic. Instead, she advocates for understanding and mastering fear, which involves recognizing that fear is a natural part of being human and learning to work with it rather than against it. Rhonda introduces the concept of the "Wheel of Fear," which represents the unconscious patterns and beliefs that drive our fears. By identifying their personal wheel of fear, individuals can begin to shift their focus from fear-driven behaviors to more empowering actions. About Rhonda Britten: Rhonda Britten is an Emmy-winning life coach from NBC’s Starting Over and a multiple bestselling author. After a life-altering tragedy at 14, they spent two decades struggling with alcoholism and enduring three suicide attempts. Despite trying therapy, spiritual practices, and countless self-help books, [Your Name] found that none of these approaches created lasting change, leaving them with a persistent feeling of inadequacy. Everything shifted when they discovered a transformative method that allowed them to let go of the past and embrace their most confident, authentic self. For the past 25 years, [Your Name] has dedicated their life to teaching this powerful technique, helping others achieve their own transformations. Their journey has garnered attention, leading to appearances on several prominent TV shows, including The Oprah Winfrey Show, The Today Show, and The Steve Harvey Show. Their experiences also inspired the creation of the first reality television show in the world, Help Me, Rhonda. About Fearless Living Institute: The Fearless Living Institute (FLI) is an international support network for mastering the emotional fears that keep us from being our very best. We work with thousands of people who strive to embody Fearless Living in their homes, their boardrooms, and beyond. Who We Are FLI was founded by Rhonda Britten, bestselling author and Emmy Award–winner for the daytime reality drama Starting Over. Her groundbreaking Fearless Living principles have gained international renown and have inspired countless individuals to embrace the human-potential movement. Thousands of those individuals have joined our FLI support network—they include: Fearless Book Group Leaders and Participants Our Fearless Book Groups meet regularly, in person or by phone, to support one another and study the principles of Fearless Living. Many of our Fearless Book Group Leaders go on to become certified coaches. Certified Fearless Living Coaches Our coaches undergo the most rigorous selection and training process in the industry today that qualifies them to act as personal coaches and members of their community who would like to transform their lives. Business Partners FLI has ongoing relationships with dozens of managers and leaders in business. Our personalized programs increase profitability by helping employees to become more productive, creative, and committed through Fearless Living. How We Work FLI's core mission is to provide a pathway for anyone who is willing to do the work to free their lives from emotional fear. That might include fear of rejection, fear of incompetency, fear of looking stupid and many more. Through Rhonda's bestselling books, our website, Fearless Book Groups, workshops, and one-on-one coaching, we provide every possible tool you need to start your journey.   Apply to be a Guest on The Thoughtful Entrepreneur: https://go.upmyinfluence.com/podcast-guest     Links Mentioned in this Episode: Want to learn more? Check out Fearless Living Institute website at https://fearlessliving.org/ Check out Fearless Living Institute on LinkedIn at https://www.linkedin.com/company/fearless-living-institute/ Check out Rhonda Brit

Elevate Your Industry: The Essential Role of Thought Leadership in Business In the latest episode of the Thoughtful Entrepreneur podcast, host Josh engages in a compelling conversation with Ryan Klee, co-founder of Rootstock, a thought leadership consulting firm. The episode delves into the nuances of thought leadership, the power of storytelling in business, and the strategic approaches Rootstock employs to help clients articulate their narratives effectively. This blog post will break down the key insights from the episode, offering actionable advice and thorough explanations to guide listeners in their thought leadership and branding efforts. Josh opens the discussion by emphasizing the critical role of thought leadership in today’s competitive business environment. He notes that every individual has a unique message that can positively impact the world, and it’s essential for business leaders to communicate their stories effectively. Ryan agrees, highlighting that many professionals, while experts in their fields, often struggle to convey their insights in a compelling way. This is where Rootstock steps in, helping clients refine their messaging and elevate their brands. Ryan introduces Rootstock as a consulting firm dedicated to helping ambitious leaders and organizations grow their brands and scale their businesses. The firm focuses on harnessing the potential of clients' best ideas, refining their narratives, and sharing these stories with broader audiences. Ryan shares his passion for connecting people and ideas, which he believes is fundamental to effective storytelling. He describes himself as an extrovert who thrives on conversations and connections. This enthusiasm translates into his work at Rootstock, where the focus is on helping clients organize and present their stories. Ryan emphasizes that storytelling is not just for marketers; it’s a vital skill for anyone looking to make an impact in their industry. He elaborates on the concept of a "thought leadership position," which involves articulating what one stands for and believes in. This foundational work serves as a guiding framework for all content creation and public engagement, ensuring that the messaging remains consistent and impactful.   About Ryan Klee: Co-Founder at Rootstock, Ryan is a true believer in the powers of authentic connections, strategic storytelling, curiosity, and mutually beneficial collaborations. After graduating from the University of Florida with a BS in Telecommunications, Ryan honed his PR, marketing, and business strategy and development skills over nearly 15 years at some of Atlanta’s best marketing agencies and the world’s leading online boating marketplace. Turns out, this constantly curious, challenge-seeking, lifelong lover of learning, words, and stories was also an entrepreneur at heart. His extroverted nature, communications skills, natural inclination for collaboration, and desire to impact others and go good work in the world meld into the perfect combination to help entrepreneurs, founders, leaders, businesses, and organizations grow their brands and scale their businesses as a thought leadership consultant.   About Rootstock: A team of consultants rooted in the convergence of strategic storytelling and business acumen, we connect with innovative organizations on their most human level in an ever more automated world. Together, we develop and deploy thought leadership and brand growth campaigns that scale our clients’ reach and reputations beyond existing practice and networks. With learned understanding, we tap into the potential of our client’s best thinking to hone their stories, expand their target audiences, and drive new business. Apply to be a Guest on The Thoughtful Entrepreneur: https://go.upmyinfluence.com/podcast-guest Links Mentioned in this Episode: Want to learn more? Check out Rootstock website at https://rootstock.agency/ Check out Rootstock on LinkedIn at https://www.linkedin.com/company/rootstockagency/ Check out Ryan Klee on LinkedIn at https://www.linkedin.com/in/ryan-klee/ Don’t forget to subscribe to The Thoughtful Entrepreneur and thank you for listening. Tune in next time!   More from UpMyInfluence: We are actively booking guests for our The Thoughtful Entrepreneur. Schedule HERE. Are you a 6-figure consultant? I’ve got high-level intros for you. Learn more here. What is your #1 Lead Generation BLOCKER? Take my free quiz here. Want to learn more about all the podcasts managed by UpMyInfluence? Opt in here.  

The Role of Fractional Leadership in Modern Organizations   In the latest episode of our podcast, we delve into the transformative role of fractional leadership in organizations, particularly focusing on operations and human resources. Our guest, Chrisa Boyce, a seasoned fractional CEO and Chief Strategy Officer (CSO), shares her extensive experience and insights on how fractional leaders can help businesses navigate challenges, enhance workplace culture, and implement effective processes. This blog post will break down the key themes and actionable advice from the episode, providing a comprehensive guide for listeners and readers alike. Chrisa Boyce is introduced as a seasoned professional with a diverse background in marketing, branding, executive coaching, and corporate consulting. She recounts her journey from working in large fashion companies to becoming a fractional leader, emphasizing the importance of supporting organizations through effective infrastructure and operations. Chrisa explains that while soft skills and culture are crucial, they must be complemented by robust operational frameworks to drive real change within organizations. By integrating operational strategies with cultural initiatives, fractional leaders can help executives and founders elevate their organizations and improve overall leadership effectiveness. Throughout the episode, Chrisa underscores the unique advantages of engaging fractional leaders. She explains that fractional leaders bring a wealth of experience from various industries, allowing them to offer fresh perspectives and innovative solutions. Their ability to remain calm in chaotic situations provides reassurance to clients, helping them navigate challenges with confidence. For listeners intrigued by the insights shared in the episode, Chrisa invites them to reach out for a conversation, emphasizing that each situation is unique and a personalized approach is essential for determining the best path forward.   About Chrisa Zindros Boyce: With 15 years of leadership experience and a decade in executive coaching and business consulting, [Your Name] is dedicated to helping Minds Beyond Measure make a meaningful impact in the education sector. Their straightforward and intuitive approach, combined with coaching training, allows them to read between the lines and connect the dots effectively. Having firsthand experience in operations, marketing, and human resources, Chrisa understands the complexities of implementing change and driving results. As a strategist at heart, they offer a bird's-eye view that is essential for anticipating and mitigating both internal and external obstacles.   About CZB Consultancy: Supports clients in leveling up their businesses and professional lives. They take a transparent and realistic approach to help organizations scale their operations and develop their talent.   Apply to be a Guest on The Thoughtful Entrepreneur: https://go.upmyinfluence.com/podcast-guest   Links Mentioned in this Episode: Want to learn more? Check out CZB Consultancy website at https://chrisazboyce.com/ Check out Chrisa Zindros Boyce on LinkedIn at https://www.linkedin.com/in/chrisa-zindros-boyce-66006a91/ Don’t forget to subscribe to The Thoughtful Entrepreneur and thank you for listening. Tune in next time!     More from UpMyInfluence: We are actively booking guests for our The Thoughtful Entrepreneur. Schedule HERE. Are you a 6-figure consultant? I’ve got high-level intros for you. Learn more here. What is your #1 Lead Generation BLOCKER? Take my free quiz here. Want to learn more about all the podcasts managed by UpMyInfluence? Opt in here.  

Social Media Strategies for SMB Founders In the ever-evolving landscape of social media, staying ahead of the curve is crucial for small and medium-sized business (SMB) founders. In a recent episode of the Thoughtful Entrepreneur podcast, host Josh welcomes Jerry Potter, a seasoned social media speaker, coach, and podcast host, to discuss the latest trends and strategies for leveraging social media in 2024. This blog post delves into the key insights shared by Jerry, offering actionable advice and expert recommendations to help SMBs thrive in the digital age. Jerry Potter is a well-known figure in the social media marketing space, with a rich background in content marketing and radio. He has spent over 20 years as a professional radio personality before transitioning into social media. Jerry's mission is to help online business owners streamline their operations and effectively use social media for marketing, allowing them to focus on what truly matters in their lives. He hosts the "Social Media Marketing Talk Show" for Social Media Examiner and runs a podcast called "The Six Ways," where he explores diverse strategies for business success. One of the most significant changes in social media marketing is the rise of short-form video content. Platforms like TikTok, Instagram Reels, and YouTube Shorts have gained immense popularity, and businesses can now reach new audiences without relying heavily on paid advertising. Jerry refers to this phenomenon as the "TikTok-ification" of social media, where short-form videos are prioritized across various platforms. To bridge the gap between attracting new followers and nurturing them into loyal customers, Jerry introduces his "DATE" framework—Discovery, Acquaintance, Talking, and Enchanted. By focusing on one primary platform, sharing celebratory content, and leveraging YouTube and video podcasts, SMB founders can enhance their online presence and drive business growth in 2024 and beyond.   About Jerry Potter: Jerry Potter is a highly-rated social media speaker with 20+ years of experience as a broadcast professional and content media educator. Aside from his own successful podcast (The 6 Ways) & YouTube channel, he joyfully works with small business owners, groups, and organizations to amplify their social media results. His passion (aside from cheap pink frosted cookies) is introducing the world to modcasting by designing new multi-platform revenue generating podcasts. You also may recognize Jerry as the host of “The Social Media Marketing Talk Show”, the longest running weekly talk show dedicated to social media marketing. Jerry’s dad jokes and supply of superhero t-shirts have been seemingly endless since 2010. Apply to be a Guest on The Thoughtful Entrepreneur: https://go.upmyinfluence.com/podcast-guest   Links Mentioned in this Episode: Want to learn more? Check out Jerry Potter's website at https://mrjerrypotter.com/ Check out Jerry Potter on LinkedIn at https://linkedin.com/in/mrjerrypotter Check out Modcast Marketing on website at https://modcastmarketing.com/   Don’t forget to subscribe to The Thoughtful Entrepreneur and thank you for listening. Tune in next time!     More from UpMyInfluence: We are actively booking guests for our The Thoughtful Entrepreneur. Schedule HERE. Are you a 6-figure consultant? I’ve got high-level intros for you. Learn more here. What is your #1 Lead Generation BLOCKER? Take my free quiz here. Want to learn more about all the podcasts managed by UpMyInfluence? Opt in here.    

From Frugality to Flourishing: Transforming Financial Advisory Practices In a recent episode of "The Thoughtful Entrepreneur," host Josh engages in a compelling conversation with Tate Kerst and Ben Mossman, co-founders of the coaching firm What's Next. This episode delves into the unique challenges faced by financial advisors and business owners as they strive to grow their practices and enhance operational efficiency. Tate and Ben share their expertise on best practices for growth, understanding financials, and the importance of effective delegation. Here, we break down the key insights and actionable advice from the episode to guide financial advisors and business owners on their growth journeys. Tate and Ben founded What's Next to help business owners, particularly those in the financial advisory space, identify their next steps for growth. They recognized a gap in the market for guidance specifically designed for financial advisors transitioning into business ownership. Their firm provides tailored support to help clients navigate their individual journeys, leveraging their extensive experience in the financial services industry. Many financial advisors enter the industry with a strong desire to help clients make sound financial decisions. However, as they build their businesses, they often encounter challenges related to staffing, human resources, and financial management. Tate emphasizes the importance of understanding the story behind the numbers in financial statements. Advisors should look beyond the top or bottom line to gain valuable insights that can inform hiring decisions and operational strategies. Ben highlights that successful advisors build their capacity to serve more clients without becoming overwhelmed through effective delegation. Financial advisors are often conservative in their spending habits, which can be both an advantage and a hindrance. While frugality can help maintain financial stability, it can also stifle growth if advisors revert to doing everything themselves. Tate and Ben encourage listeners to visit the What's Next website to learn more about their process and the resources available. About Tate Kerst: The path that Tate has taken over the last 25 years has truly made a difference not only for the people that have engaged him in impacting their business but for the many clients and customers they serve. Tate’s original path led him to leave college to impact young people in secondary education to allow Tate to be a coach to athletes at that level. He quickly learned that English, reading and writing are something Tate enjoys so he figured it would make getting through college easier, would allow him to share the passion he has for the great writings while allowing him to lead sports teams to championships. Quickly Tate realized that English wasn’t everyone’s favorite topic and that he actually had to read all the essays he assigned. A few years of teaching led Tate to pursue alternatives where he had more control of the direction and impact he could have. Tate’s career in financial services began in Oakley, KS as a Financial Advisor with Waddell and Reed. He reached production recognition levels every year he was in his advisory role and his success in that role and his educational background led him to have an impact not just on his practice but his peers as well. This was a turning point, that wasn’t recognized by him at the time, that would lead him down a road that few people understood and even fewer people received full benefit of–Practice Development. It honored Tate to be tapped by Waddell and Reed to start their first Practice Development program and grow it to the level that allowed advisors to find unprecedented success. Tate pulled from contemporary practice management literature to develop a program that provided the ability to develop a practice rather than manage it. A focus driven by advisors to meet them where they are at and to take them to where they want to be in their business and life proved to resonate with the advisors, he had the honor to work with and infuses Tate with energy and excitement today. Tate is fueled by continuing to help everyone business owner he comes into contact with be a better business person or to get them to share with him the keys to their success. Tate grew up as a wrestler and pursued that athletic endeavor into his college career. That tenacity, and difference in mentality, have served to mold Tate into the person he has become. He attended Fort Hays State University where he majored in English Education and met his wife of almost 30 years! You can guess which accomplishment was hardest. Tate lives in Kansas City, KS with his wife Amy and is actively pursuing getting his three college age children off his payroll. When not working Tate enjoys pursuing his frustrating golf game, reading both business books and spy/military fiction and spending time with his family. About Ben Mossman: Ben Mossman learned the ins and outs

Mastering Tax Incentives: A Guide for Entrepreneurs to Maximize Wealth In a recent podcast episode, host Josh engages with Tom Wheelwright, a bestselling author and renowned tax expert, to discuss essential tax strategies for entrepreneurs. The conversation revolves around Tom's book, "Tax-Free Wealth," emphasizing how understanding tax laws can be a roadmap for wealth building rather than just a set of rules. This blog post distills the key insights and actionable advice shared during the episode, offering a comprehensive guide for entrepreneurs aiming to optimize their tax situations. Tom Wheelwright shares his journey, starting his first CPA firm in 1995 with a focus on providing exceptional advice to entrepreneurs. He believes that entrepreneurs are the lifeblood of society and that traditional tax advice often falls short. Tom's refreshing perspective views tax laws not as burdens but as incentives designed to encourage specific behaviors that can lead to wealth creation. He outlines three critical questions every entrepreneur should consider: how they make their money, what they plan to do with it, and what will happen to it when they die. Each question is crucial for aligning financial activities with government incentives and minimizing tax liabilities. The episode also delves into practical tax strategies, including the benefits of different business structures like S Corporations, LLCs, and C Corporations. Tom highlights the importance of strategic investments that offer tax incentives, such as real estate and renewable energy projects. He also touches on the advantages of franchising, which can lead to lower tax rates and greater financial flexibility. As the political landscape shifts, Tom urges entrepreneurs to stay informed about potential tax law changes and work with knowledgeable tax advisors to navigate these changes effectively. Josh concludes by directing listeners to Tom's resources for further guidance on tax strategies and wealth building. About Tom Wheelwright: Tom Wheelwright®, CPA, is a tax and wealth expert and a serial entrepreneur dedicated to the belief that everyone deserves to be financially independent of employers, Wall Street and the government. His businesses — WealthAbility®, TFW Advisors, PLA Software and Wheelwright Manahan Family Office — provide the education, tax preparation, tools and teams that enable people to experience that freedom. Wheelwright is a Rich Dad Advisor, the CPA for Robert Kiyosaki, an international speaker, and the author of the bestselling books The Win-Win Wealth Strategy and Tax-Free Wealth. He has spoken on stage on six continents to over 100,000 entrepreneurs, small business owners, and investors. He also hosts the popular podcast The WealthAbility® Show with Tom Wheelwright® CPA.   About WealthAbility®: WealthAbility® is dedicated to providing access to the tools, education and teams that will enable all people worldwide to create their own financial independence. About the book "Tax-Free Wealth: How to Build Massive Wealth by Permanently Lowering Your Taxes": A comprehensive guide that unveils strategic approaches to minimizing tax liabilities and accumulating significant wealth. As an acclaimed CPA and World-Renowned Expert on Tax, Wheelwright revisits and updates his groundbreaking work where readers are introduced to a wealth-building philosophy that revolves around using the tax code as a roadmap to building wealth in a way that makes taxes fun, easy, and understandable. Apply to be a Guest on The Thoughtful Entrepreneur: https://go.upmyinfluence.com/podcast-guest Links Mentioned in this Episode: Want to learn more? Check out WealthAbility® website at https://www.wealthability.com/ Check out WealthAbility® on LinkedIn at https://www.linkedin.com/company/wealthability/ Check out Tom Wheelwright website https://tomwheelwright.com/ Check out Tom Wheelwright on LinkedIn at https://www.linkedin.com/in/tomwheelwright/ Don’t forget to subscribe to The Thoughtful Entrepreneur and thank you for listening. Tune in next time!   More from UpMyInfluence: We are actively booking guests for our The Thoughtful Entrepreneur. Schedule HERE. Are you a 6-figure consultant? I’ve got high-level intros for you. Learn more here. What is your #1 Lead Generation BLOCKER? Take my free quiz here. Want to learn more about all the podcasts managed by UpMyInfluence? Opt in here.  

Mastering Client Acquisition: Sustainable Client Growth in the Agency World   In a recent episode of the Thoughtful Entrepreneur podcast, host Josh Elledge sat down with Joshua Johnston, the founder of Hydra, to discuss effective strategies for client acquisition in the digital marketing agency world. Joshua, with his extensive background in scaling digital marketing agencies and consulting, shared invaluable insights that can help agency owners and entrepreneurs enhance their client acquisition efforts. This blog post delves into the key themes and strategies discussed in the episode, providing actionable advice and detailed explanations to guide listeners in their business growth journey. Joshua Johnston's journey in the digital marketing space is both inspiring and instructive. As the Chief Operating Officer of a digital marketing agency, he played a crucial role in scaling the business to multiple seven figures, leading to its acquisition by a venture capital firm in 2020. Despite starting with limited knowledge about operations, Joshua's dedication to learning and improving operational efficiency was instrumental in the agency's success. Post-acquisition, he transitioned into consulting, where he now helps other agencies optimize their operations and achieve similar growth. This episode of the Thoughtful Entrepreneur podcast provides a wealth of insights into effective client acquisition strategies for digital marketing agencies. Joshua Johnston's experience and expertise highlight the significance of referral systems, social proof, and building strategic partnerships. By focusing on long-term relationship building and consistently delivering value, agencies can position themselves for sustainable growth and success in a competitive landscape. Listeners are encouraged to implement these strategies in their own businesses to enhance their client acquisition efforts and ultimately drive revenue growth. For more inspiration and motivation, subscribe to the Thoughtful Entrepreneur podcast and explore the resources available through Hydra.   About Joshua Johnston: Driven by a passion for impact, Josh is on a mission to help eradicate agency poverty and provide businesses with the operational infrastructure needed to scale profitably. From his roots in Ann Arbor, Michigan, where he began his career as a Personal Trainer, Josh has evolved into a visionary entrepreneur. With a decade of experience leading the growth of multi-seven-figure businesses in various niches, Josh founded Hydra to bring his expertise to digital agencies. His leadership in marketing and sales, combined with innovative projects like Hydra Council and Cleanbooks, has empowered over 100 agencies to achieve their growth potential. From 2018 to 2020, Josh served as the COO of Welling Media, where he architected the systems and infrastructure to support their rapid growth to multiple seven-figures per year in revenue and over 25 employees. He played a key role in servicing some of the most prominent brands in the DTC industry, such as the Oodie and Snow Teeth Whitening, and was instrumental in the acquisition of Welling Media in 2020. Guided by values of growth, personal happiness and profit, Josh is committed to helping business founders build businesses that serve them. His journey is a testament to the power of resilience, strategic planning, and the relentless pursuit of excellence. Currently, Josh is focused on Hydra's four main offerings: management consulting with DWY and DFY solutions for digital agencies, bi-annual events called Hydra Council, the new bookkeeping arm called Cleanbooks and the latest addition, Agency Therapy. A recent notable milestone was hosting their first international event in London.   About Hydra: Hydra is a consulting firm that partners with digital agency owners to enhance their operational systems, processes, and service offerings, empowering them to scale to multiple seven figures and beyond. The firm specializes in: Building efficient operational systems for project management and team development, suitable for teams of any size. Teaching proven frameworks and practices that drive sustainable, profitable growth. Clarifying each agency's true purpose to help them attract their ideal clients. With a focus on creating operationally efficient organizations, Hydra enables agencies to move faster and increase profitability. In the past two years, founder Josh has successfully guided over 100 agencies through their growth journeys. His systemize-then-scale approach eliminates single dependencies, establishing solid foundations for consistent success.   Apply to be a Guest on The Thoughtful Entrepreneur: https://go.upmyinfluence.com/podcast-guest   Links Mentioned in this Episode: Want to learn more? Check out Hydra website at https://www.workwithhydra.com/ Check out Hydra on LinkedIn at https://www.linkedin.com/company/workwithhydra/ Check out Joshua Johnston on LinkedIn at https://www.li

Navigating Business Law: Preventative Measures for Entrepreneurs In the latest episode of our podcast, we had the pleasure of hosting Matthew Davis, the CEO and owner of Davis Business Law, and the author of "The Art of Preventing Stupid." The conversation delved into the critical importance of preventative measures in business law, aiming to help entrepreneurs avoid common legal pitfalls. This blog post will break down the key insights shared by Matthew, providing actionable advice and thorough explanations to guide business owners in safeguarding their ventures. Matthew Davis is introduced as a seasoned expert in business law, known for his proactive approach to legal issues. His philosophy revolves around helping clients stay out of legal messes, which ultimately leads to greater prosperity in their businesses. One of the foundational steps Matthew recommends is establishing a Limited Liability Company (LLC). This structure provides personal liability protection and can be crucial for both startups and established businesses. Additionally, for multi-member LLCs, having an operating agreement is essential to avoid complications down the line. Matthew likens entering a business partnership to a marriage, highlighting the need for clear agreements to prevent conflicts. Matthew shares some of the most common "oh crap" moments he encounters with clients, emphasizing the importance of being proactive rather than reactive. These include partnership issues, customer contracts, vendor contracts, and employee contracts. He elaborates on the importance of understanding legal priorities in business and introduces the "Strong Protected Business Checklist," which outlines critical legal steps to take as a business evolves. The episode wraps up with the host thanking Matthew Davis for sharing his insights and encouraging listeners to visit the Davis Business Law website for valuable resources. This episode serves as a valuable reminder for entrepreneurs to prioritize legal protections and preventative measures to ensure the long-term success and stability of their businesses. About Matthew Davis: Matthew Neill Davis is an attorney, heavy metal guitarist, and entrepreneur that led his solely owned firm, Davis Business Law, through over 1000% percent growth over eight years, making it one of very rare law firms ever to make the Inc 5000 list. The firm currently has eight offices from Austin to Kansas City. With over twenty-five years of experience helping businesses leaders with their legal and entrepreneurial matters, Davis now teaches them how to deal with their vulnerabilities so they can capitalize on their opportunities through his firm’s proprietary Strong Protected Business System️. Davis lives in Enid, Oklahoma, where his family has lived for six generations, and holds degrees from the University of Oklahoma, Cornell University, and Cornell College.   About Davis Business Law: Davis Business Law is a group of dedicated general counsel and litigation experts to business clients of all sizes. Our goal is to provide you with a solid foundation for growth while preventing and eliminating legal problems that rob you of your peace of mind and prevent you from building a life-changing business. We transform how companies operate by enhancing and systematizing procedures in an effort to minimize legal mishaps and maximize growth. At Davis Business Law, we believe that your attorney should be a trusted business advisor, not just a legal technician.   Apply to be a Guest on The Thoughtful Entrepreneur: https://go.upmyinfluence.com/podcast-guest   Links Mentioned in this Episode: Want to learn more? Check out Davis Business Law website at https://davisbusinesslaw.com/ Check out Davis Business Law on LinkedIn at https://www.linkedin.com/company/davisbusinesslaw/ Check out Matthew Davis on LinkedIn at https://www.linkedin.com/in/matthewneilldavis Don’t forget to subscribe to The Thoughtful Entrepreneur and thank you for listening. Tune in next time!     More from UpMyInfluence: We are actively booking guests for our The Thoughtful Entrepreneur. Schedule HERE. Are you a 6-figure consultant? I’ve got high-level intros for you. Learn more here. What is your #1 Lead Generation BLOCKER? Take my free quiz here. Want to learn more about all the podcasts managed by UpMyInfluence? Opt in here.    

Leveraging Media Exposure for Business Growth   In a recent podcast episode, host Josh engages in a thought-provoking conversation with Mitch Carson, the founder and CEO of Get Interviewed Guaranteed. The discussion centers around the critical role of media exposure, particularly television appearances, in driving business growth for authors, speakers, and CEOs. This blog post delves into the key takeaways from the episode, offering actionable advice and thorough explanations to help you leverage media exposure effectively. Mitch Carson, with extensive experience in media and public relations, emphasizes the importance of media exposure in today's competitive business landscape. He highlights that leveraging high-level media exposure, especially through network television, can significantly enhance visibility and credibility. For those based in Las Vegas, Mitch guarantees coverage on four networks within two days, along with appearances on his own NBC Las Vegas show. He explains that being featured in a respected market like Las Vegas can serve as a powerful credential when seeking media opportunities in larger markets, such as Orlando or New York. The conversation also highlights the importance of building credibility through media exposure. Mitch shares a success story about a retired brigadier general who leveraged her media appearances to secure speaking engagements and business opportunities. He explains that media exposure creates a "snowball effect," where initial appearances lead to more opportunities, such as guest spots on high-profile podcasts and radio shows. Mitch emphasizes the need for a blended approach, utilizing both traditional and digital media to reach target audiences effectively, and encourages repurposing media content for social media platforms to enhance credibility and visibility.   About Mitch Carson: Mitch’s background includes starting his first business in college and selling it for more than 7 figures USD by the age of 28. His second startup with partners (Planet Recycling, Inc.) was sold in 1993 to Waste Management for an undisclosed sum. He started Impact Products Marketing in 1997 and grew its sales by speaking throughout the USA pitching advertising services to professional practices of lawyers, doctors, dentists, chiropractors, and real estate professionals. He found it made any business grow exponentially faster by mastering the use of selling one-to-many versus one-on-one. This simple twist in marketing grew Impact Products to a business generating more than $10,000,000 USD in less than 3 years. His agency was sold to Halo Branded Solutions in 2008. He has self-published several books with one published in 2008 by John Wiley and Sons with “The Silent Salesmen.” It was translated into German and sold more than 16,000 copies in a niche market. Education: BA in Communications from the University of Southern California. He later returned to school to earn an MBA with an emphasis in Marketing. Accomplishments: Trained over 600 speakers, authors, coaches, consultants, CEOS and coaches reach their goals. Many have gone on to be NY Times bestselling authors, Wall Street Journal Authors. Many have been able to experience a life transformation, as few are able to see, experience and realize their personal power in a 5-day experience. Many have gone on to become keynote speakers in their native countries, became authors, and recognized experts irrefutably.   About Get Interviewed Guaranteed: Apply to be a Guest on The Thoughtful Entrepreneur: https://go.upmyinfluence.com/podcast-guest   Links Mentioned in this Episode: Want to learn more? Check out Mitch Carson's website at https://www.mitchcarson.com/ Check out Mitch Carson on LinkedIn at https://www.linkedin.com/in/mitchcarsoninstantcelebrity/ Don’t forget to subscribe to The Thoughtful Entrepreneur and thank you for listening. Tune in next time!     More from UpMyInfluence: We are actively booking guests for our The Thoughtful Entrepreneur. Schedule HERE. Are you a 6-figure consultant? I’ve got high-level intros for you. Learn more here. What is your #1 Lead Generation BLOCKER? Take my free quiz here. Want to learn more about all the podcasts managed by UpMyInfluence? Opt in here.  

Navigating Digital Transformation: Insights on AI and Project Management In a recent episode of our podcast, we had the pleasure of hosting Mariam Chtchyan, the Chief Operating Officer of Hack Tech. The conversation delved into the services offered by Hack Tech, the evolving landscape of project management, and the significant role of artificial intelligence (AI) in digital transformation. This blog post will break down the key insights shared by Mariam, providing actionable advice and thorough explanations to guide listeners and readers alike. The episode kicks off with the host introducing Mariam Chtchyan, highlighting her extensive experience in the tech industry and her pivotal role at Hack Tech. Hack Tech is a company that has been in the market for nearly a decade, specializing in offering dedicated engineering teams. They position themselves as a partner for both businesses and individuals, focusing on transforming ideas into tangible products, particularly in software and mobile application development. Mariam notes a growing interest in AI among clients, reflecting a broader trend toward digital transformation. Hack Tech supports clients by automating processes and providing consulting services to enhance efficiency. Mariam emphasizes that clients do not need to have a fully fleshed-out project plan before reaching out. Hack Tech provides product managers and UX designers to guide clients through discovery discussions, helping them refine their ideas and understand market dynamics. The landscape of project management has changed significantly, especially post-COVID. While soft skills remain essential, technical knowledge has become increasingly important. Project managers now need to communicate effectively with developers and understand the technical aspects of projects, including programming languages and AI technologies. The episode concludes with the host encouraging listeners to explore Hack Tech's website and reach out for potential collaborations, highlighting the dynamic nature of the tech industry and the critical role of collaboration in driving successful digital transformation initiatives. About Mariam Chtchyan: With over nine years of experience in project and delivery management, the individual currently serves as the Chief Operations Officer at HackTech LLC. They have successfully managed and delivered multiple projects for clients across various industries, utilizing agile methodologies and virtual management tools. Their core competencies include problem-solving, stakeholder management, team leadership, and customer satisfaction. They are passionate about creating value and impact through technology and digital solutions, with the goal of leveraging their skills and experience to help organizations achieve their strategic objectives and vision. About Hack Tech: We are a product and engineering partner for supporting our clients on their digital transformation journey. While it’s similar to outsourcing, the main difference at HackTech is that we are selecting our partners based on culture, making sure that we live by similar values and our team can be motivated by the impact they are making on partners’ projects. Our services cover all life-cycle of development from product management to software engineering and DevOps. Except just filling our partners’ P&E department, we are bringing the latest standards with us from a continuous delivery mindset to data-driven product management, guaranteeing frequent and painless releases to support business growth. Apply to be a Guest on The Thoughtful Entrepreneur: https://go.upmyinfluence.com/podcast-guest     Links Mentioned in this Episode: Want to learn more? Check out Hack Tech website at https://gohacktech.com/ Check out Hack Tech on LinkedIn at https://www.linkedin.com/company/hacktech-llc/ Check out Mariam Chtchyan on LinkedIn at https://uk.linkedin.com/in/mariam-chtchyan-2b2b3b167 Don’t forget to subscribe to The Thoughtful Entrepreneur and thank you for listening. Tune in next time!   More from UpMyInfluence: We are actively booking guests for our The Thoughtful Entrepreneur. Schedule HERE. Are you a 6-figure consultant? I’ve got high-level intros for you. Learn more here. What is your #1 Lead Generation BLOCKER? Take my free quiz here. Want to learn more about all the podcasts managed by UpMyInfluence? Opt in here.  

The Importance of Virtual Assistants and Remote Teams In a recent episode of "The Thoughtful Entrepreneur," host Josh engages in a compelling conversation with Barbara Turley, the founder and CEO of The Virtual Hub. The discussion centers around the evolving landscape of virtual assistance and the critical role that remote teams play in contemporary business operations, particularly in light of the shifts prompted by the COVID-19 pandemic. This blog post delves into the key insights shared during the episode, offering actionable advice and thorough explanations to help businesses effectively integrate virtual support teams. Barbara Turley begins by explaining the mission of The Virtual Hub, which primarily serves scale-up companies experiencing growth but struggling with operational tasks that do not require their direct involvement. The Virtual Hub provides cost-effective support teams that help free up the time and energy of business owners and managers, allowing them to focus on growth and impact. She discusses the current state of the virtual staffing industry, noting that while it has been around for decades, its popularity has surged since the onset of the COVID-19 pandemic. Many companies that previously hesitated to adopt remote teams have now embraced this model, recognizing its potential to alleviate operational burdens. Josh raises the point that while platforms like Upwork and Fiverr offer solutions for finding team members, they come with inherent challenges. Barbara emphasizes that businesses often come to The Virtual Hub when they are already overwhelmed and lack the time to sift through resumes and conduct interviews. She introduces the concept of the "support layer," which encompasses the tasks and roles that are essential for business operations but do not require the direct involvement of business leaders. By partnering with The Virtual Hub, companies can efficiently find and onboard support staff without the time-consuming process of traditional hiring. As the episode wraps up, Josh encourages listeners to visit The Virtual Hub's website, where they can access a masterclass on how to delegate and scale their businesses. About Barbara Turley: Barbara Turley is the Founder & CEO of The Virtual Hub, a leading virtual assistant company. She is on a mission to revolutionize the way businesses operate by eradicating business overwhelm. She helps clients to optimize their operations using offshore virtual assistants, process automation, and streamlined workflows. Under her leadership, The Virtual Hub has grown to a 350-employee company and has helped 200+ business founders, owners, and operators work smarter and scale faster.   About The Virtual Hub: At The Virtual Hub, we provide fully managed, in-house trained and dedicated virtual assistants. Helping companies work smarter, move faster & scale better with a combination of operational efficiency frameworks, tech stacks that work, and offshore team strategies. From e-commerce and SAAS to coaching and service businesses, we help unlock business growth by freeing great people from the time-suck of busywork. Our Virtual Assistants handle all of your admin work so you can focus on growing your business.   Apply to be a Guest on The Thoughtful Entrepreneur: https://go.upmyinfluence.com/podcast-guest   Links Mentioned in this Episode: Want to learn more? Check out The Virtual Hub website at https://www.thevirtualhub.com/ Check out The Virtual Hub on LinkedIn at https://www.linkedin.com/company/the-virtual-hub-ltd/ Check out Barbara Turley on LinkedIn at https://au.linkedin.com/in/barbara-turley Don’t forget to subscribe to The Thoughtful Entrepreneur and thank you for listening. Tune in next time!   More from UpMyInfluence: We are actively booking guests for our The Thoughtful Entrepreneur. Schedule HERE. Are you a 6-figure consultant? I’ve got high-level intros for you. Learn more here. What is your #1 Lead Generation BLOCKER? Take my free quiz here. Want to learn more about all the podcasts managed by UpMyInfluence? Opt in here.  

The Power of Podcasting for Business Growth   In a recent episode of the Thoughtful Entrepreneur Show, host Josh sat down with Tamara Thompson, the founder of "Broadcast Your Authority," to delve into the transformative potential of podcasting as a marketing tool for businesses. Josh opens the episode by emphasizing the growing significance of podcasts in the business landscape. Podcasts not only serve as a platform for sharing valuable insights but also as a means to connect with audiences on a deeper level. Tamara echoes this sentiment, explaining that a well-executed podcast can enhance brand visibility, establish authority, and foster community engagement. Tamara shares her perspective on who should consider launching a podcast, believing that anyone with a message to share, whether they are entrepreneurs, professionals, or thought leaders, can benefit from podcasting. The key is to have a clear understanding of the target audience and the value that the podcast will provide. Tamara encourages potential podcasters to think about their unique voice and the stories they want to tell, as authenticity is crucial in building a loyal listener base. She outlines several advantages of podcasting, including increased brand awareness, establishing authority, networking opportunities, and content repurposing. Tamara emphasizes that a strategic approach is essential for launching and managing a successful podcast. She advises potential podcasters to consider content planning, marketing strategy, and measuring success. Additionally, she discusses the commitment required to produce a podcast and the role of AI tools in streamlining the production process. As the episode wraps up, Josh reiterates the importance of podcasting as a powerful marketing tool for businesses and encourages listeners to explore the possibility of starting their own podcast. For those interested in learning more, Tamara invites them to visit "Broadcast Your Authority" for resources and support.   About Tamara Thompson: Meet Tamara Thompson, the dynamic host of Broadcast Your Authority TV. With a diverse background in entrepreneurship, award-winning director and video marketer, Tamara's journey as a business leader has been nothing short of remarkable. Having invested in over 25+ companies, Tamara is well-versed in the world of business and has honed her expertise as the Founder and CEO of Broadcast Your Authority. Her agency specializes in crafting micro-content sourced from weekly podcasts, strategically positioning companies, influencers, and experts as respected industry leaders. Tamara's foray into video marketing began back in 2013 when she founded Serious Take Productions. Her entrepreneurial films were met with resounding success, selling out in prestigious film festivals and even achieving viral fame on YouTube. This caught the attention of IndieFlix, which acquired her films for distribution, further cementing her reputation as a visionary in the field. Fascinated by the mechanics of viral videos, Tamara set her sights on assisting experts in growing their own channels. This led her to share her invaluable methods on various stages, podcasts, and YouTube, starting in 2015. Then, in 2019, she took her passion to the next level by establishing Broadcast Your Authority, empowering individuals and businesses to leverage the power of content marketing to establish their authority in the market with the future of technology and AI.   About Broadcast Your Authority: Guaranteed Solution to Overcome Your Podcasting Delegation Hurdles Our approach provides a unique blend of quality, guidance, and detail targeted to your content production needs, helping you gain new reach, brand growth, and online exposure.   Apply to be a Guest on The Thoughtful Entrepreneur: https://go.upmyinfluence.com/podcast-guest   Links Mentioned in this Episode: Want to learn more? Check out Broadcast Your Authority website at https://broadcastyourauthority.com/ Check out Tamara Thompson on LinkedIn at https://www.linkedin.com/in/tamarathompson-serioustakepro/ Don’t forget to subscribe to The Thoughtful Entrepreneur and thank you for listening. Tune in next time!     More from UpMyInfluence: We are actively booking guests for our The Thoughtful Entrepreneur. Schedule HERE. Are you a 6-figure consultant? I’ve got high-level intros for you. Learn more here. What is your #1 Lead Generation BLOCKER? Take my free quiz here. Want to learn more about all the podcasts managed by UpMyInfluence? Opt in here.  

Navigating Entrepreneurial Growth: A Holistic Approach to Business and Personal Fulfillment In the latest episode of "The Thoughtful Entrepreneur," host Josh engages in a thought-provoking conversation with Kasey D'Amato, a seasoned speaker, executive coach, and president of Kasey D'Amato Enterprises. The discussion delves into Kasey's unique approach to coaching and advising business owners, particularly those in the service sector, as they strive for growth and personal fulfillment. This blog post will break down the key insights and actionable advice shared by Kasey, providing a comprehensive guide for entrepreneurs looking to enhance both their business and personal lives. Kasey D'Amato describes herself as a concierge business advisor and executive life coach. Her mission is to support and nurture business owners who aspire to elevate their businesses while simultaneously enhancing their personal lives. Drawing from her background in medicine, Kasey advocates for a holistic approach to entrepreneurship, recognizing that personal and professional growth are intertwined. She highlights common struggles faced by entrepreneurs, such as feelings of isolation, burnout, and stagnation, particularly for those operating between $0 to $10 million in revenue. Kasey emphasizes that these feelings are not uncommon and that entrepreneurs often find themselves overwhelmed by the day-to-day demands of running a business. Throughout her career, Kasey has observed recurring patterns among entrepreneurs, categorizing the business journey into stages, each with its own set of hurdles. She identifies critical breakpoints, often around the $1 million mark, where business owners may feel stuck or overwhelmed. To help entrepreneurs gain clarity and fulfillment, Kasey suggests practical exercises involving financial goals, time and energy allocation, and ensuring fun and fulfillment in their work. By recognizing these patterns and implementing Kasey's strategies, entrepreneurs can better navigate their journeys, avoid common pitfalls, and ultimately lead a more balanced and successful life. About Kasey D'Amato: Kasey D’Amato is an accomplished business advisor and executive life coach with 20 years of experience as a high-achieving professional across multiple industries.. She began her career in pharmaceutical sales, later launching an aesthetic division of a Dermatology practice as a board-certified Dermatology PA. Kasey went on to found a global skincare brand, and then launch and expand her online coaching and consulting business, and later divide it into two independent companies. Simultaneously, she developed a multi seven-figure real estate portfolio across the US while maintaining a happy marriage and traveling the world with her husband. Despite major setbacks with her own emotional health, and significant business challenges at times, Kasey has developed a deep understanding of what it takes to build a business, make strategic and difficult decisions, build effective teams both at work and at home, plan an exit, and achieve ultimate success, balance, and fulfillment. On a mission to impact 1 million entrepreneurs and high achievers, Kasey aims to provide easy-to-implement mindset strategies, unique proprietary business tools, and clear road maps that intentionally align business and life to show people that building their dream lives is more achievable than they might think.   Apply to be a Guest on The Thoughtful Entrepreneur: https://go.upmyinfluence.com/podcast-guest Links Mentioned in this Episode: Want to learn more? Check out Kasey D'Amato's website at https://www.kaseydamato.com/ Check out Kasey D'Amato on LinkedIn at https://www.linkedin.com/in/kaseydamato/ Don’t forget to subscribe to The Thoughtful Entrepreneur and thank you for listening. Tune in next time!   More from UpMyInfluence: We are actively booking guests for our The Thoughtful Entrepreneur. Schedule HERE. Are you a 6-figure consultant? I’ve got high-level intros for you. Learn more here. What is your #1 Lead Generation BLOCKER? Take my free quiz here. Want to learn more about all the podcasts managed by UpMyInfluence? Opt in here.  

Embracing AI in Leadership and Decision-Making In a recent podcast episode, the host of The Thoughtful Entrepreneur, Josh Elledge, engages in a compelling conversation with Djuradj Caranovic, a leadership advisor to Fortune 500 CEOs and author of "The Book That Changed Me." The discussion delves into the integration of artificial intelligence (AI) in leadership and decision-making processes, exploring both the challenges and opportunities that AI presents. This blog post will break down the key insights from the episode, providing actionable advice and thorough explanations to guide leaders in leveraging AI effectively. Djuradj Caranovic brings a wealth of experience advising top executives on influencing decision-making within their organizations. He notes that many leaders view AI as a technical challenge rather than an opportunity for cultural transformation. Djuradj advocates for a human-centered approach to AI implementation, arguing that it should be an integral part of the leadership journey rather than just a technical project. He explains that the corporate world often settles for "good enough" solutions, which can hinder effective communication and decision-making. AI can bridge this gap by providing insights and perspectives that enhance clarity and conciseness in communication. Josh and Djuradj discuss the limitations of human cognition in decision-making. AI can assist in creating comprehensive analyses, such as SWOT analyses and pro/con lists, leading to more informed decisions. Djuradj points out that AI can help leaders prioritize information, enabling them to cut through the noise of big data and focus on what is relevant to their specific context. As the conversation draws to a close, the host encourages listeners to reflect on their own leadership journeys and consider how they can leverage AI to enhance their effectiveness. Djuradj invites those interested in exploring these ideas further to connect with him on LinkedIn, emphasizing the importance of two-way communication and collaboration. About Djuradj Caranovic: Djuradj Caranovic is an innovative author and visionary leader, best known for his book The Book That Changed Me. As a pioneering architect of cognitive revolutions, Djuradj leads one of the world’s elite companies that possesses the advanced computing power necessary to train decision-making AI models informed by insights from over 250 high-impact projects. With a unique approach that empowers leaders to process information and make decisions at unparalleled speeds, Djuradj’s work harnesses the nuanced judgment of seasoned executives. His key innovations include the Quantum Cognitive Framework™, which transforms complex behavioral patterns into actionable strategies, enabling Fortune 500 leaders to reduce decision-making time by 40% and improve outcomes by 35%, resulting in significant annual savings. Djuradj’s Impact Quotient™ quantifies enhancements in decision velocity and strategic foresight, making it adaptable for organizations of all sizes. His philosophy, encapsulated in the concept of "AI Years," allows leaders to become more effective in mere hours. His real-world impact spans multiple sectors, from driving AI product development in tech and spearheading ethical AI initiatives in corporate governance to enhancing engagement for non-profits. Djuradj also serves as a dedicated partner in strategy, blending AI with behavioral economics and psychotherapy to empower executives in navigating the ethical complexities of AI adoption. As an active member of the EU AI Governance Alliance and the OECD's AI Policy Observatory, Djuradj is committed to advancing ethical AI leadership, ensuring that organizations not only comply with regulations but lead the charge in responsible AI implementation, balancing innovation with societal impact. About "The Book That Changed Me": In this powerful and innovative guide, Djuradj Caranovic masterfully blends cutting-edge science, practical wisdom, and deep psychological insight to offer a new paradigm for personal transformation. Drawing from his unique background in economics, behavioral science, and psychotherapy, Djuradj presents a holistic approach to overcoming obstacles and unlocking your full potential. Key features of "The Book That Changed Me": Discover pioneering models that integrate insights from finance, psychology, and artificial intelligence Learn how to view challenges through multiple lenses, uncovering hidden solutions Explore real-life case studies of visionary entrepreneurs and executives who have achieved breakthrough transformations Gain practical tools for building resilience, adaptability, and emotional intelligence Understand the neuroscience behind lasting personal change Access a companion online community for ongoing support and growth Whether you're a business leader seeking to drive innovation, an individual at a personal crossroads, or simply someone committed to continuous self-improvement, this book offers i

Navigating the World of Virtual Staffing: The Rise of AI in Recruitment In a recent episode of "The Thoughtful Entrepreneur," host Josh sat down with Benjamin Moróne, the founder of Zabota, a company specializing in virtual staffing. The conversation delved into the evolving landscape of virtual staffing, particularly focusing on hiring talent from Latin America and Central and Eastern Europe for online service-based businesses in the United States. This blog post will break down the key insights and actionable advice shared by Benjamin, providing a comprehensive guide for business owners looking to optimize their virtual staffing strategies. Benjamin Moróne, originally from Montana and currently residing in Warsaw, Poland, founded Zabota approximately two and a half years ago. Zabota's mission is to connect U.S. businesses with skilled talent from Latin America and Central and Eastern Europe, specializing in roles ranging from executive assistants to positions just below the Chief Marketing Officer (CMO) level. One of the most significant trends Benjamin highlighted is the increasing influence of artificial intelligence (AI) in recruitment and the work performed by virtual staff. Candidates are enhancing their skills by taking online courses on platforms like Udemy and Coursera, focusing on integrating AI into their work. This trend reflects a broader shift in the job market, where candidates strive to make themselves more attractive to potential employers. Effective onboarding is crucial for integrating new hires into a company. Benjamin emphasized the importance of context in the onboarding process. Business owners, especially those who have been running their companies solo for several years, often have a comprehensive understanding of their operations. However, new hires may only see fragments of the business. Therefore, it is crucial for business owners to distill their knowledge into manageable pieces that new employees can understand. Benjamin introduced the concept of a "two-part onboarding" process: Company Context Onboarding and Role-Specific Onboarding. This structured program should last at least two to three weeks to ensure new hires have a solid foundation.   About Benjamin Moróne: Benjamin Moróne is an American entrepreneur and innovator based in Warsaw. After graduating from university, Ben traveled across Europe and observed several issues within the recruitment industry, including their fee structures, guarantees of results, and their sources of talent. From this moment he founded Zabota -A talent acquisition that helps individuals land on the company that is fit for their skills. He sees many talented people during his travels who could fill the job openings he knew about. Ben’s company ensures that both the valuable time and money of their clients are well-spent from the moment they begin working with them. Zabota aims not only to help business owners but also the talent that Europe & LATAM can offer. About Zabota: Zabota specializes in placing pre-vetted, European & Latam English-speaking talent in businesses. We offer a comprehensive service that includes intensive headhunting, leveraging AI for vetting, and understanding local work ethics and values. Zabota.io saves costs for clients while increasing generational wealth for talented individuals globally. We handle the entire hiring process, from strategy and attraction to vetting, interviewing, and onboarding, ensuring a perfect fit for the your needs. Additionally, they offer a guarantee, replacing hires for free if necessary. Apply to be a Guest on The Thoughtful Entrepreneur: https://go.upmyinfluence.com/podcast-guest   Links Mentioned in this Episode: Want to learn more? Check out Zabota website at https://www.zabota.io/ Check out Zabota on LinkedIn at https://www.linkedin.com/company/zabota Check out Benjamin Moróne on LinkedIn at https://www.linkedin.com/in/benjamin-mor%C3%B3ne-454009112 Don’t forget to subscribe to The Thoughtful Entrepreneur and thank you for listening. Tune in next time!     More from UpMyInfluence: We are actively booking guests for our The Thoughtful Entrepreneur. Schedule HERE. Are you a 6-figure consultant? I’ve got high-level intros for you. Learn more here. What is your #1 Lead Generation BLOCKER? Take my free quiz here. Want to learn more about all the podcasts managed by UpMyInfluence? Opt in here.  

Navigating the Lower Middle Market: Mergers and Acquisitions Insights   In the latest episode of our podcast, host Josh sits down with Scott Weavil, an M&A advisor and managing director of Sierra Pacific Partners, to delve into the intricacies of mergers and acquisitions (M&A) within the lower middle market. Scott brings a wealth of knowledge and experience to the table, offering valuable insights for business owners considering an exit strategy or exploring growth through acquisitions. This blog post will break down the key points discussed in the episode, providing actionable advice and thorough explanations to guide listeners through the M&A landscape. Josh kicks off the episode by introducing Scott Weavil, highlighting his expertise in the field of mergers and acquisitions. Scott's firm, Sierra Pacific Partners, specializes in sell-side advisory services, helping business owners navigate the complexities of selling their companies. Scott likens his role to that of a real estate agent, but instead of selling properties, he facilitates the sale of businesses across various industries in the United States. Scott provides an overview of the current M&A landscape, noting that while there were high expectations for the first half of 2024, the reality has been mixed. Despite media focus on large, high-profile deals, the lower middle market has remained active, with interest rates stabilizing and leading to increased activity. Scott explains that Sierra Pacific Partners primarily handles buyout transactions, aiming to sell businesses outright rather than seeking minority investments. The firm operates in a wide range of industries, including Software as a Service (SaaS), restaurants, construction, and healthcare technology. This diverse portfolio allows Scott and his team to apply insights and strategies from one sector to another, enhancing their advisory capabilities. For business owners contemplating an exit in the next three to five years, Scott offers valuable advice on increasing their company's valuation, emphasizing the importance of clean financials and reducing owner dependence. About Scott Weavil: Scott Weavil is the founder of Sierra Pacific Partners, a lower middle market investment bank focused on sell-side mergers and acquisitions (M&A) advisory services. Sierra Pacific Partners functions like a real estate agent, but in the complex world of selling businesses rather than buildings. Scott began his career as a Wall Street M&A attorney working on multi-billion dollar public company transactions and started Sierra Pacific Partners to provide expert advice and high-touch service to lower middle market companies throughout the United States. Scott holds a national FINRA Series 79 (Investment Banking Representative) and is a Certified Merger & Acquisition Advisor (CM&AA), a FINRA-recognized designation. He is a member of the Alliance of Merger & Acquisition Advisors (AM&AA), Association for Corporate Growth (ACG), and ProVisors, among other professional organizations. He attended Duke University and Vanderbilt Law School. Scott lives in Lake Tahoe with his wife and daughter. He enjoys outdoor adventures and has climbed Denali unguided.   About Sierra Pacific Partners: Sierra Pacific Partners is a boutique sell-side M&A advisory firm and investment bank. We advise dynamic companies and their owners at key inflection points. Apply to be a Guest on The Thoughtful Entrepreneur: https://go.upmyinfluence.com/podcast-guest   Links Mentioned in this Episode: Want to learn more? Check out Sierra Pacific Partners website at https://www.sierrapacificpartners.com/ Check out Sierra Pacific Partners on LinkedIn at https://www.linkedin.com/company/sierra-pacific-partners Check out Scott Weavil on LinkedIn at https://www.linkedin.com/in/scottweavil Don’t forget to subscribe to The Thoughtful Entrepreneur and thank you for listening. Tune in next time!   More from UpMyInfluence: We are actively booking guests for our The Thoughtful Entrepreneur. Schedule HERE. Are you a 6-figure consultant? I’ve got high-level intros for you. Learn more here. What is your #1 Lead Generation BLOCKER? Take my free quiz here. Want to learn more about all the podcasts managed by UpMyInfluence? Opt in here.  

Transforming the Automotive Industry: Insights and Strategies In a recent episode of our podcast, we had the pleasure of hosting David Boice, the co-founder and CEO of Team Velocity. The conversation delved into the transformative work Team Velocity is doing in the automotive industry, focusing on technology and advertising solutions that enhance customer experiences. This blog post will break down the key insights and actionable advice shared during the episode, providing a comprehensive guide for automotive professionals looking to innovate and improve their marketing strategies. The episode begins with the host engaging the audience by discussing the importance of introductions to partners, investors, influencers, and clients. He shares his extensive experience, having had private conversations with over 2,000 leaders to uncover where their best business comes from. The host promotes a free video resource available at upmyinfluence.com, which outlines steps to achieve 100% inbound marketing in the automotive industry over the next 6 to 8 months, emphasizing a spam-free, ad-free approach. David Boice is introduced as the co-founder and CEO of Team Velocity, a company that collaborates with tier-one automotive manufacturers and individual car dealerships. Team Velocity specializes in technology and advertising solutions aimed at enhancing the sales and service processes within the automotive industry. David explains the fragmented nature of the automotive industry, where customers often encounter disjointed experiences when purchasing a vehicle. He describes a typical scenario where a customer might interact with multiple independent applications, leading to confusion regarding pricing and services. Team Velocity has developed a customer experience platform that integrates various technologies to create a seamless transaction process from initial engagement to final purchase. This platform aims to eliminate the disconnect that consumers often face, providing a more cohesive and user-friendly experience.   About David Boice: Self-made and innovative, David is a pioneer in auto industry technology. Throughout his impressive career, he has owned numerous companies in the automotive, tech, RV, marine and real estate sectors. Boice co-founded two of the largest tech and consulting companies (AutoMark and CyberCar) in the automotive trade, with an enterprise value of $200 million. He co-founded his first technology company, AutoMark, with his father at 22, selling in 2000 as part of one of the largest technology transactions in the automotive industry. In 2008, he broke through a challenging economy and co-founded the most sophisticated, data-driven marketing agency in the automotive industry: Team Velocity. Team Velocity’s specialized technology platform, Apollo, is designed specifically for automotive dealerships. Apollo uses smart data-driven marketing strategies to make the car-buying process smoother, creating an Amazon-esque experience for car buyers. About Team Velocity: Team Velocity is revolutionizing the automotive industry with technology that digitizes the car buying and vehicle ownership processes. Made by dealers for dealers, our Customer Experience Platform (CXP), Apollo®, provides a suite of integrated applications that make, manage and measure frictionless consumer experiences, from the initial engagement to a final transaction. Apollo empowers dealers to own the entire customer journey by delivering hyper-personalized campaigns across every touchpoint, maximizing ROI and lifetime revenue. With Apollo, Team Velocity is the only team your dealership will ever need. Apply to be a Guest on The Thoughtful Entrepreneur: https://go.upmyinfluence.com/podcast-guest Links Mentioned in this Episode: Want to learn more? Check out Team Velocity website at https://teamvelocitymarketing.com/ Check out Team Velocity on LinkedIn at https://www.linkedin.com/company/team-velocity/ Check out David Boice's website at https://davidboice.com/ Check out David Boice on LinkedIn at https://www.linkedin.com/in/davidboice/ Don’t forget to subscribe to The Thoughtful Entrepreneur and thank you for listening. Tune in next time!   More from UpMyInfluence: We are actively booking guests for our The Thoughtful Entrepreneur. Schedule HERE. Are you a 6-figure consultant? I’ve got high-level intros for you. Learn more here. What is your #1 Lead Generation BLOCKER? Take my free quiz here. Want to learn more about all the podcasts managed by UpMyInfluence? Opt in here.  

The Transformative Impact of AI on Customer Service   In a recent episode of our podcast, we delved into the transformative role of artificial intelligence (AI) in customer service, particularly within contact centers. Our guest, Kerry Robinson, the Vice President of Conversational AI at Waterfield Technologies, shared invaluable insights into the advancements in AI technology and its implications for businesses. This blog post will break down the key points discussed in the episode, providing actionable advice and thorough explanations to guide listeners and readers alike. Kerry Robinson shares their long-standing involvement in AI, dating back to their childhood, and reflects on the evolution of AI over the decades. They emphasize that the last two years have marked a significant turning point in AI capabilities, moving beyond previous hype cycles to a point where AI can genuinely exhibit forms of intelligence that can be leveraged in practical applications. Modern AI can hold conversations, summarize information, translate languages, and solve complex problems, which are being applied in real-world scenarios, revolutionizing workplaces and personal lives. The conversation shifts to the specific applications of AI in contact centers, where Waterfield Technologies operates. Kerry notes that the contact center industry has historically faced challenges related to staffing and operational efficiency. They point out that many tasks currently outsourced to human agents could be more effectively managed by AI technologies. For instance, Klarna, a financial services company, successfully automated 70% of its customer interactions using AI, improving efficiency and resulting in higher customer satisfaction compared to interactions with human agents.   About Kerry Robinson: Kerry Robinson is the VP of Conversational AI at Waterfield Tech, a leading global provider of CX technology and services. With over 20 years of experience in data, AI, and customer experience, Kerry expertly navigates the realms of IVR, voice technology, and chatbots to maximize business ROI. As the former CEO and builder of VoxGen, which was successfully acquired, he brings a wealth of knowledge and innovation to his role. An Oxford-trained physicist with a Master’s in AI, Kerry is a relentless seeker, master builder, and devoted creator of impactful experiences. His unique blend of technical prowess and strategic vision keeps Waterfield Tech at the forefront of conversational AI.   About Waterfield Tech: Waterfield Tech is a global customer experience tech and services provider spanning the leading CCaaS, conversational AI, and WEM platforms. Waterfield Tech transforms experiences for organizations worldwide. Operating across six continents, our employees leverage a consultative, client-centric approach to design, build, and manage scalable, omnichannel and AI-enabled business solutions. Our breakthrough innovations in contact center technology, applied artificial intelligence (AAI), workforce engagement, and secure digital infrastructure reduce business costs, improve customer satisfaction, and help customers deploy a smarter utilization of the human workforce.   Apply to be a Guest on The Thoughtful Entrepreneur: https://go.upmyinfluence.com/podcast-guest   Links Mentioned in this Episode: Want to learn more? Check out Waterfield Tech website at https://waterfieldtech.com/ Check out Waterfield Tech on LinkedIn at https://www.linkedin.com/company/waterfield-technologies Check out Kerry Robinson on LinkedIn at https://uk.linkedin.com/in/k3rryrobinson Don’t forget to subscribe to The Thoughtful Entrepreneur and thank you for listening. Tune in next time!     More from UpMyInfluence: We are actively booking guests for our The Thoughtful Entrepreneur. Schedule HERE. Are you a 6-figure consultant? I’ve got high-level intros for you. Learn more here. What is your #1 Lead Generation BLOCKER? Take my free quiz here. Want to learn more about all the podcasts managed by UpMyInfluence? Opt in here.  

Mastering Networking and Communication for Business Success In the latest episode of our podcast, we had the pleasure of hosting Michael Forman, a renowned keynote speaker specializing in networking and communication. Michael shared his wealth of knowledge on how professionals can enhance their networking skills, build meaningful connections, and effectively follow up to maintain relationships. This blog post delves into the key takeaways from the episode, providing actionable advice and detailed insights to help you master the art of networking and communication for business success. The host kicked off the episode by emphasizing the critical role of networking and communication in the business world. Successful networking can lead to valuable introductions to partners, investors, influencers, and clients. To support listeners in their networking journey, the host mentioned a free video resource available on their website, which outlines steps to achieve 100% inbound marketing without relying on spam, ads, or sales tactics. This resource is based on the host's 15 years of experience in generating significant revenue for their companies. Michael Forman was introduced as a specialist in helping professionals improve their networking and communication skills. His approach varies depending on the audience, whether he is speaking to C-suite executives or sales teams. Michael emphasized that effective networking and communication can significantly increase profit margins in a short period. Michael outlined several key strategies for effective networking, each of which is broken down in detail. These include listening first to gauge relevant conversations, making eye contact to convey confidence, offering a firm handshake to set a professional tone, and injecting value by contributing relevant insights. He also introduced the acronym FORM (Family, Occupation, Recreation, Message) as a tool for building rapport and stressed the importance of active listening and consistent follow-up. Michael provided a structured approach to follow-up, including sending a thank-you email the same evening, a handwritten note the next morning, and subsequent emails if there was no response. The host wrapped up the episode by encouraging listeners to visit Michael Forman’s website for additional resources and to implement the strategies discussed to enhance their networking skills and drive business success. About Michael Forman:   Michael Forman is renowned for his exceptional communication skills and distinguished expertise in the realm of networking and he is author of the book “Networking Unleashed”, which he adeptly transforms into an engaging and financially rewarding experience. He stands as a leading authority in the field and is highly sought after for his captivating presentations on the subject. Through his extensive repertoire of engagements, he has consistently contributed to the substantial enhancement of corporate profitability. Beyond his professional accomplishments, Michael is a distinguished Veteran of Desert Storm, a testament to his commitment to service. While he finds great fulfillment in public speaking, his foremost devotion is to his wife and two sons, with whom he resides in Cumming, Georgia.   Apply to be a Guest on The Thoughtful Entrepreneur: https://go.upmyinfluence.com/podcast-guest Links Mentioned in this Episode: Want to learn more? Check out Michael Forman's website at https://www.michaelaforman.com/ Check out Michael Forman on LinkedIn at https://www.linkedin.com/in/michaelforman/ Don’t forget to subscribe to The Thoughtful Entrepreneur and thank you for listening. Tune in next time!   More from UpMyInfluence: We are actively booking guests for our The Thoughtful Entrepreneur. Schedule HERE. Are you a 6-figure consultant? I’ve got high-level intros for you. Learn more here. What is your #1 Lead Generation BLOCKER? Take my free quiz here. Want to learn more about all the podcasts managed by UpMyInfluence? Opt in here.  

Transformational Leadership: Understanding and Overcoming Limiting Beliefs In a recent episode of "The Thoughtful Entrepreneur," host Josh engages in a thought-provoking conversation with Will Steel, a transformational leadership and business coach. The discussion delves into the profound impact of personal transformation on business success, emphasizing the importance of overcoming limiting beliefs, addressing burnout, and the pivotal role of coaching. This blog post will break down the key insights from the episode, offering actionable advice and thorough explanations to guide listeners on their journey to becoming effective leaders.v Will Steel has dedicated over 15 years to leading transformational programs globally. Now, he runs his own coaching business, focusing primarily on business owners. Will emphasizes that by transforming the individual behind the business, the business itself can flourish. He often encounters clients who feel overwhelmed, burnt out, or stuck in their current situations, and he helps them navigate these challenges to achieve significant growth. One compelling example shared by Will involves a client who owned multiple car body shops and was working excessively long hours, especially during the pandemic. Through coaching, Will guided him to delegate responsibilities by appointing managers for each shop, allowing the client to reduce his work hours significantly while still achieving impressive business results. Will also discusses his upcoming book, "Free to Lead," which aims to provide insights into leadership and personal transformation. He shares that the book is inspired by his work in the Middle East and seeks to empower leaders to break down barriers that prevent them from being their best selves. The book will guide readers through self-reflection exercises, offer practical insights, and empower them to take charge of their own journeys to become effective leaders. In summary, this episode of "The Thoughtful Entrepreneur" offers valuable insights into transformational leadership and the importance of personal growth in achieving business success. For more insights and resources, visit Josh's website at upmyinfluence.com. About Will Steel: Having coached individuals from all walks of life - including CEO’s, top business executives, entrepreneurs, rocket scientists, politicians, senior military and civil service personnel, psychologists, world champion athletes, celebrities, musicians, and religious leaders from all denominations including Tibetan monks – Will has developed the unique ability to quickly identify what blocks people from being effective in producing breakthrough results. Listening from the ontological perspective, Will is able to guide you to see and conquer what you have been blind to and blocked by, enabling you to act free from your limiting beliefs and constraints. Earlier in life Will graduated from the Royal Air Force College Cranwell with the Leadership Trophy, flew as a military pilot for 10 years, and as a commercial pilot for a further 2 years. While fully able to think on his feet in highly challenging real-life dangerous situations, the sensitivity and listening skills needed for the civilian and business world got honed in the Personal Development arena. With his ability to listen from the ontological perspective, Will delivers unprecedented results that will far exceed your expectations. About Will Steel Coaching: Whatever area in life you are looking to enhance, from career development to improving confidence, Will Steel will design a coaching package that will work best for your situation. Get in touch today, and we will help you begin your journey. Live a life that works for you, that you really love, that produces incredible results. Apply to be a Guest on The Thoughtful Entrepreneur: https://go.upmyinfluence.com/podcast-guest   Links Mentioned in this Episode: Want to learn more? Check out Will Steel Coaching website at https://willsteel.com/ Check out Will Steel on LinkedIn at https://uk.linkedin.com/in/will-steel Don’t forget to subscribe to The Thoughtful Entrepreneur and thank you for listening. Tune in next time!   More from UpMyInfluence: We are actively booking guests for our The Thoughtful Entrepreneur. Schedule HERE. Are you a 6-figure consultant? I’ve got high-level intros for you. Learn more here. What is your #1 Lead Generation BLOCKER? Take my free quiz here. Want to learn more about all the podcasts managed by UpMyInfluence? Opt in here.  

Navigating the Complexities of Financial Management In a recent podcast episode, host Josh engages in a compelling conversation with Tevia Hoalst, the founder of TeKoda Accounting. The discussion delves into the accounting industry, its current challenges, and the pivotal role of company culture in fostering a successful business environment. Tevia shares her unique perspective on the importance of having a reliable financial partner and offers practical advice for business owners navigating their financial management. This blog post will break down the key insights from the episode, providing actionable advice and thorough explanations to guide business owners in managing their financials effectively. Tevia begins by explaining the origin of the name "TeKoda," a creative blend of her name and a previous company name, "Kota." This unique branding strategy not only sets her apart in search results but also reflects her innovative approach to business. TeKoda Accounting aims to "obliterate the status quo" in the accounting industry, focusing on creating a positive culture for employees and, in turn, enhancing the client experience. Their services encompass a wide range of accounting functions, including bookkeeping, payroll, and invoicing. TeKoda Accounting partners with CPAs for tax-related matters, ensuring comprehensive financial management for their clients. One of the most pressing issues in the accounting sector is the impact of AI. While AI has the potential to streamline certain processes, Tevia believes that it cannot replace the human element of financial management. AI can automate repetitive tasks, but the strategic and analytical aspects of accounting still require human expertise. Another critical challenge is the shrinking workforce in the accounting field, leading to increased competition for talent. Tevia emphasizes the importance of cultivating a strong company culture to attract and retain top talent in this competitive landscape. About Tevia Hoalst: Tevia Hoalst is the founder of TeKoda Accounting, with a passion for helping others, she’s made it her mission to obliterate the status quo in the accounting industry and has since grown her company into a successful woman-owned business, who’s earned the Inc Power Partner award and Inc Best Workplaces 2024. (that one is not public yet though!) Under Tevia’s guidance, TeKoda Accounting has grown into a thriving firm, offering a comprehensive range of accounting services to clients across various industries. The company is known for its commitment to its positive company culture and for delivering personalized attention, innovative solutions, and support to its clients. About TeKoda Accounting: We are an accounting firm based in Boise, Idaho. We have a national reach with clients and employees all across the country. Our accounting team has a proven track record of successfully managing finances across 60+ industries. In addition, we are committed to staying up-to-date on the latest accounting practices and certifications. As a result, you can be confident that your finances are done right. Guaranteed! Apply to be a Guest on The Thoughtful Entrepreneur: https://go.upmyinfluence.com/podcast-guest   Links Mentioned in this Episode: Want to learn more? Check out TeKoda Accounting website at https://www.tekodaaccounting.com/ Check out TeKoda Accounting on LinkedIn at https://www.linkedin.com/company/tekoda-accounting Check out Tevia Hoalst on LinkedIn at https://www.linkedin.com/in/tevia-hoalst Don’t forget to subscribe to The Thoughtful Entrepreneur and thank you for listening. Tune in next time!     More from UpMyInfluence: We are actively booking guests for our The Thoughtful Entrepreneur. Schedule HERE. Are you a 6-figure consultant? I’ve got high-level intros for you. Learn more here. What is your #1 Lead Generation BLOCKER? Take my free quiz here. Want to learn more about all the podcasts managed by UpMyInfluence? Opt in here.  

Mastering Social Media Marketing   In a recent episode of "The Thoughtful Entrepreneur," host Josh explores the nuances of social media marketing with Ashley Mason, founder of Dash of Social. This content marketing agency excels in social media management, blog content, email marketing, and overall marketing strategy, particularly for tech startups and smaller companies. The discussion is packed with insights on the current state of social media marketing, the role of AI, and the significance of authenticity and personal connections in crafting a successful marketing strategy. Ashley Mason underscores a notable shift towards "human-centric content," emphasizing the importance of showcasing the people behind a business. This approach builds trust and relatability, creates emotional connections, and helps businesses stand out in a crowded marketplace. Additionally, video content continues to dominate social media, with short-form videos, live streaming, and behind-the-scenes glimpses being particularly effective. AI is also becoming a powerful tool in marketing, aiding in idea generation, data analysis, and personalization, though it should complement, not replace, human creativity and connection. Josh and Ashley agree on the growing importance of authenticity in content. Audiences are increasingly discerning and can easily spot inauthentic content. To maintain authenticity, businesses should avoid generic messaging, share personal stories, and be transparent about their practices and values. Ashley also highlights the importance of a multi-faceted marketing strategy, including public relations, paid advertising, SEO, blogging, and email marketing. For those not ready to hire a marketing agency, Ashley encourages proactive steps like consultations, educational resources, and social media engagement to enhance marketing efforts. Listeners are invited to connect with Dash of Social for further insights and support in their marketing journey.   About Ashley Mason:   Ashley Mason is the founder of Dash of Social, a content marketing agency specializing in social media management, blog content, and email marketing. Additionally, Ashley founded Massachusetts Business Network in 2022, which is the only statewide publication that provides free to low cost resources that support organizations with increasing their visibility and establishing thought leadership through its podcast, blog, and directory. Ashley is a graduate of Stonehill College, where she received her Bachelor's Degree in Business Administration with a concentration in Marketing. She is a TEDx speaker, has been named a 40 Under 40 Honoree by Cape & Plymouth Business Media, and was recognized as Best Social Media Specialist by Boston Business Women. Ashley currently serves as a Board Member for the Brockton Visiting Nurse Association (BVNA), Middleboro Public Library, and South Shore Young Professionals (SSYP). When she isn't working, you can find her running on her Peloton or curled up on the couch with a book.   About Dash of Social: A content marketing agency specializing in social media management, blog content, and email marketing. Working closely with their clients, Ashley and her team help small businesses and tech startups craft and execute value-driven marketing strategies designed to establish thought leadership, grow online communities, and drive brand awareness. Apply to be a Guest on The Thoughtful Entrepreneur: https://go.upmyinfluence.com/podcast-guest   Links Mentioned in this Episode: Want to learn more? Check out Dash of Social website at https://dashofsocial.com/ Check out Dash of Social on LinkedIn at http://www.linkedin.com/company/dash-of-social Check out Ashley Mason on LinkedIn at https://www.linkedin.com/in/ashleyjeanmason Don’t forget to subscribe to The Thoughtful Entrepreneur and thank you for listening. Tune in next time!     More from UpMyInfluence: We are actively booking guests for our The Thoughtful Entrepreneur. Schedule HERE. Are you a 6-figure consultant? I’ve got high-level intros for you. Learn more here. What is your #1 Lead Generation BLOCKER? Take my free quiz here. Want to learn more about all the podcasts managed by UpMyInfluence? Opt in here.    

Leadership Development: Embracing the Growing Edge In a recent episode of the podcast, host Josh delves into the intricacies of leadership with Chris Thyberg, a seasoned leadership coach and the founder of "The Serving Way." The conversation sheds light on the multifaceted nature of leadership, particularly the challenges leaders face as they transition from technical roles to leadership positions. This blog post will break down the key insights from the episode, offering actionable advice and thorough explanations to guide aspiring and current leaders. Josh sets the stage by underscoring the critical role of effective leadership across various sectors, including nonprofits, startups, and established companies. He introduces the concept of the "growing edge," a term coined by Chris Thyberg to describe the pivotal moment when leaders realize that their existing skills and competencies may no longer suffice for future success. Chris defines the "growing edge" as a critical juncture where leaders experience discomfort or imposter syndrome, recognizing that their previous methods of success are now hindering their progress. This often occurs when a leader who has excelled in a technical role transitions to a leadership position, where managing teams and navigating organizational dynamics require a different skill set. Chris argues that sustainable success in leadership requires a focus on both the outer game and the inner game. The outer game includes the visible aspects of leadership—what leaders say, do, and how they perform, encompassing measurable outcomes, competencies, and performance. The inner game involves self-awareness, emotional intelligence, and presence. Chris likens this to needing an "operating system upgrade," where leaders must cultivate their inner resources to navigate the complexities of their roles and foster a positive environment for their teams. He emphasizes the importance of radical listening and views himself as a midwife for leaders, helping them to birth their potential and navigate their journeys of growth. About Chris Thyberg:   Chris has a driving commitment to serve leaders who serve purposes greater than themselves and seek to offer real value to all their stakeholders. If this is you, Chris is your coach. Chris and his wife have been married for over four decades. Together, they raise chickens, tend the garden, and renew with slow meals, eclectic reading, and outdoor adventures. They delight in spending time with their adult kids, their partners, and are getting ready to welcome their first grandchild. Chris enjoys an occasional whiskey and cigar night with his two grown sons, cheering for Liverpool FC, having fancy coffee with his daughter, and listening to music from ambient to zydeco. Chris loves to travel extensively for professional and personal growth, having visited and worked in Africa, Latin America, Europe, Asia, and the Middle East. For more than 35 years, Chris and his family have lived in a socially and economically diverse Pittsburgh neighborhood. They love being a part of this vibrant, diverse community. Chris and his wife consistently advocate for equitable housing, employment, and education in their area. This passion for service carries into Chris’s calling to help leaders navigate the realities of identity, power, and culture. We all need places where we get to do great work that’s worth doing. That’s why we’re called “The Serving Way.”   About The Serving Way: The Serving Way offers tailored coaching for emerging and experienced leaders in all sectors. My distinct approach as a partner and an ally in your unique development will draw out your inherent powers as a leader. Through outcome-focused, growth-oriented exploration, we will work together at your leading edge to expand skillful, effective action grounded in how you are evolving professionally and personally. Equipped with new perspectives and practices, you will experience fresh options, make bold choices, and take strong action to achieve breakthrough results. As you lead your team in service of great purpose, your enterprise will create lasting value for all of your stakeholders. Apply to be a Guest on The Thoughtful Entrepreneur: https://go.upmyinfluence.com/podcast-guest Links Mentioned in this Episode: Want to learn more? Check out The Serving Way website at https://theservingway.com/ Check out The Serving Way on LinkedIn at https://www.linkedin.com/company/the-serving-way/ Check out Chris Thyberg on LinkedIn at https://www.linkedin.com/in/christhyberg/ Don’t forget to subscribe to The Thoughtful Entrepreneur and thank you for listening. Tune in next time!   More from UpMyInfluence: We are actively booking guests for our The Thoughtful Entrepreneur. Schedule HERE. Are you a 6-figure consultant? I’ve got high-level intros for you. Learn more here. What is your #1 Lead Generation BLOCKER? Take my free quiz here. Want to learn more about all the podcasts managed by UpMyInfluence? Op

Insights from an Expert on Entrepreneurship and Personal Development In this episode, we delve into the world of entrepreneurship with Allan Draper, a seasoned entrepreneur and business startup expert. The conversation covers a range of topics, including Allan's journey from practicing law to becoming a successful entrepreneur, the significance of personal branding, the necessity of focusing on a niche, and the sacrifices that come with building a successful business. Allan also shares insights into his upcoming book and his approach to coaching other business leaders. Allan begins by sharing his unique background. Initially, he worked as an attorney but soon realized that entrepreneurship was his true calling. He made a significant career shift by leaving his legal job in Phoenix, Arizona, to start a pest control business in Detroit, Michigan. This decision marked the beginning of his entrepreneurial journey, which has spanned over a decade and involved multiple ventures across various industries. Allan emphasizes that entrepreneurship is not just a profession for him; it is an integral part of his identity. He has since expanded his portfolio to include a digital marketing agency, a software company, and even a law firm, showcasing his versatility and adaptability in the business world. In addition to running his businesses, Allan is passionate about coaching other entrepreneurs. He limits his coaching to two business owners at a time, allowing him to provide focused support while managing his other commitments. Allan is currently writing a book that addresses the sacrifices required for entrepreneurial success, emphasizing the importance of balancing work with personal life. Allan is also active on social media and engages with the business community through various platforms, including his podcast, which he plans to relaunch. He shares valuable insights and experiences, aiming to inspire and educate fellow entrepreneurs. About Allan Draper: Allan’s story may sound familiar. It’s probably a lot like yours. Allan grew up in home that had very few financial resources. But there was something inside him. Something that yearned for more. Something that made him want to extract every last drop out of his potential. Allan is on a mission to help 10,000 people make short-term sacrifices to build businesses and wealth. Apply to be a Guest on The Thoughtful Entrepreneur: https://go.upmyinfluence.com/podcast-guest   Links Mentioned in this Episode: Want to learn more? Check out Allan Draper's website at https://allandraper.com/ Check out Allan Draper on LinkedIn at https://www.linkedin.com/in/allanrdraper/ Don’t forget to subscribe to The Thoughtful Entrepreneur and thank you for listening. Tune in next time!     More from UpMyInfluence: We are actively booking guests for our The Thoughtful Entrepreneur. Schedule HERE. Are you a 6-figure consultant? I’ve got high-level intros for you. Learn more here. What is your #1 Lead Generation BLOCKER? Take my free quiz here. Want to learn more about all the podcasts managed by UpMyInfluence? Opt in here.    

Mastering E-commerce: Expert Shopify Strategies with Clayton Bates In the latest episode of The Thoughtful Entrepreneur, host Josh Elledge sits down with Clayton Bates, a seasoned Shopify expert and the founder of Inspire Small Business. With over six years of experience and a portfolio of around 600 clients, Clayton has facilitated over $100 million in sales through the websites his company has developed. This episode dives deep into effective e-commerce strategies, focusing on optimizing Shopify websites to boost conversion rates and enhance customer engagement. Clayton Bates is a name synonymous with e-commerce excellence. His journey in the e-commerce space has been marked by a keen understanding of the common pitfalls that new business owners face and a knack for providing actionable solutions. His company, Inspire Small Business, offers a range of services designed to help businesses build and optimize their Shopify websites. Clayton identifies several frequent pitfalls that new e-commerce entrepreneurs encounter. Understanding these mistakes is the first step toward creating a successful online store. Clayton delves into the mindset of e-commerce business owners, highlighting the challenges they face. Many entrepreneurs become overwhelmed by the myriad of tasks involved in running an online store. Prioritizing order fulfillment and social media often takes precedence over website optimization. Clayton emphasizes the significance of the "About" page, which can humanize your brand and significantly influence conversion rates. For listeners interested in improving their e-commerce websites, Clayton offers a free video audit service through Inspire Small Business, providing personalized feedback and actionable tips to enhance website performance.   About Clayton Bates: Clayton Bates is a highly accomplished business professional, a finalist for Business Person of the Year, and a recipient of multiple design and business awards. He is the founder and sales leader at Inspire Small Business, specializing in website design. Since 2018, Clayton has been a Shopify Partner and has been recognized as a Shopify Expert since 2019, driving tens of millions in additional revenue. With over a decade of personal e-commerce experience, he has shipped more than 10,000 orders and secured over 1,000 Page #1 Google rankings. Outside of work, Clayton enjoys spending time with family and friends, riding his motorbike, hitting the gym, and playing cricket. About Inspire Small Business: Inspire Small Business are online business architects with experience managing tens of thousands of orders through their own ventures. In addition, they have supported small businesses globally, generating tens of millions in extra revenue. If you’re ready to collaborate with an agency focused not just on websites but on transformative digital journeys, explore their services. Apply to be a Guest on The Thoughtful Entrepreneur: https://go.upmyinfluence.com/podcast-guest Links Mentioned in this Episode: Want to learn more? Check out Inspire Small Business website at https://www.inspiresmallbusiness.com/ Check out Inspire Small Business on LinkedIn at https://www.linkedin.com/company/inspire-small-business/ Check out Clayton Bates on LinkedIn at https://www.linkedin.com/in/clayton-bates/ Don’t forget to subscribe to The Thoughtful Entrepreneur and thank you for listening. Tune in next time!   More from UpMyInfluence: We are actively booking guests for our The Thoughtful Entrepreneur. Schedule HERE. Are you a 6-figure consultant? I’ve got high-level intros for you. Learn more here. What is your #1 Lead Generation BLOCKER? Take my free quiz here. Want to learn more about all the podcasts managed by UpMyInfluence? Opt in here.  

Maximizing Retirement Income: Transition from Active to Passive Income In a recent episode of "The Thoughtful Entrepreneur," host Josh engages in a thought-provoking conversation with Steve Selengut, also known as "The Income Coach." Steve, the author of "Retirement Money Secrets" and the mind behind theincomecoach.net, shares his expertise on financial strategies tailored for business owners and entrepreneurs. The episode delves into retirement planning, transitioning from active income to passive income through investments, and the importance of profit margins. Here, we break down the key insights and actionable advice from the episode to help you optimize your financial future. Steve Selengut specializes in helping individuals transition their investment portfolios into income-generating assets. He often works with business owners contemplating retirement or those looking to optimize their investment strategies. Steve's journey began with selling his business and successfully generating income from his investment portfolio, allowing him to retire comfortably. His investment philosophy centers around a critical question: "How much income is your portfolio generating?" He notes that many portfolios yield less than 3% in income, whereas his own portfolio yields around 10%. The key to achieving higher income lies in using the same securities but packaging them differently to focus on income production. Steve introduces closed-end funds as a powerful tool for income generation. These investment vehicles are designed to generate income rather than grow in market value. They invest in a variety of securities, allowing investors to benefit from income generation while minimizing market risk. Steve likens an investment portfolio to a retail store, where each investment represents a product on the shelf. He advocates for setting a profit target—such as 5%—and encourages clients to sell investments that exceed this target rather than waiting for potentially higher returns. This strategy secures profits and accelerates overall profit margins. By following these steps, you can build a robust investment portfolio that ensures financial stability and freedom in your retirement years. About Steve Selengut: Steve Selengut is a seasoned professional with over 40 years of experience in investment management, advisory services, and as a Registered Investment Advisor (RIA). Currently, Steve focuses on coaching both individuals and fellow advisors to achieve income independence for themselves and their clients. He is also promoting his second book, Retirement Money Secrets. Throughout his extensive career, Steve managed approximately 325 individual portfolios both domestically and internationally. He stands out as one of the few investment authors with direct experience in managing client investments. Steve demonstrates how to generate significantly more potential spending money than is typically needed, consistently quarter after quarter and year after year. His method enables clients to confidently state that neither stock market corrections nor rising interest rates will negatively impact their portfolio income. Instead, these conditions can actually accelerate income growth. Unlike most investment portfolios, which often produce modest returns of 3% or less, Steve's approach safely achieves returns that are two or more times higher. About The Retirement Income Coach LLC: Income Coach Steve Selengut spent his 40+ year career managing millions in client retirement assets for a higher level of income than most investors achieve. He shares a lifetime of income-building insights and innovative investing techniques in his new book Retirement Money Secrets, and his coaching services, and investment security Selection Universes. Steve"s methodology has been one of the best-kept secrets in the investment management business. But not anymore. Now, he’s showing everyone how to use the oldest type of investment fund in existance in an active, hands-on portfolio management strategy with an income focus. As explained in "Secrets", CEF investing is a proven route to substantially more retirement income.   Apply to be a Guest on The Thoughtful Entrepreneur: https://go.upmyinfluence.com/podcast-guest   Links Mentioned in this Episode: Want to learn more? Check out The Retirement Income Coach LLC website at https://theincomecoach.net/ Check out The Retirement Income Coach LLC on LinkedIn at https://www.linkedin.com/company/the-retirement-income-coach-llc/ Check out Steve Selengut on LinkedIn at https://www.linkedin.com/in/privateinvestmentmanagement Don’t forget to subscribe to The Thoughtful Entrepreneur and thank you for listening. Tune in next time!     More from UpMyInfluence: We are actively booking guests for our The Thoughtful Entrepreneur. Schedule HERE. Are you a 6-figure consultant? I’ve got high-level intros for you. Learn more here. What is your #1 Lead Generation BLOCKER? Take my free quiz here. Want to lea

In this final episode of our special series, we reflect on the profound impact relationships have on doing business. We discuss how trust and authenticity are key to building strong business relationships that drive success.Key Points Covered:Building Trust in Business Relationships:Trust is fundamental to any successful relationship, especially in business. Josh and Alissa discuss how entrepreneurs can build and maintain trust with clients and partners, emphasizing the importance of consistent, genuine interactions to foster long-term loyalty and success.Navigating Personal and Professional Relationships:The lines between personal and professional relationships can often blur in business. This episode explores how entrepreneurs can balance these dynamics to ensure relationships remain effective and productive without compromising personal boundaries.The Power of Authenticity in Networking:Authenticity is a crucial element in building genuine relationships that resonate with clients and partners. Josh shares insights on how entrepreneurs can embrace authenticity in their business dealings to create deeper, more meaningful connections that lead to sustained success.Featured Clips:[Guest 1: Wayne Moloney]:Wayne discusses the concept of relationship selling and the importance of focusing on helping clients achieve their outcomes. He emphasizes the need for strong, trusted relationships to build a successful business.[Guest 2: Liz Wolfe]:Liz talks about the importance of authenticity in relationship-building and how being true to your values and passions can strengthen your business relationships and enhance overall success.Join us as we explore how to cultivate relationships that last and make a meaningful impact in your business!Links for this episode:Explore our philosophy with a FREE trial: https://go.upmyinfluence.com/freetrial Check out our Partner Program: https://go.upmyinfluence.com/partner Our VIP Program: https://go.upmyinfluence.com/leader-intros Check out UpMyInfluence on LinkedIn at https://www.linkedin.com/company/upmyinfluenceCheck out Josh Elledge on LinkedIn at https://www.linkedin.com/in/joshelledgePast episodes mentioned in this retrospective installment:1148 – Relationship Marketing and B2B Sales in 2022 with Wayne Moloney778 – The Importance of Sales Follow Up with Liz WolfeResources:B2B Sales 101: Stop Selling, Start Serving and Build Relationships7 Go-Giver Mindset Tips: Ignite Your ProsperityThe Secrets of Consistent Sales: B2B Relationship Building

In this episode of The Thoughtful Entrepreneur, we explore the importance of networking and why your network truly is your net worth. We discuss how building and nurturing a strong network can lead to long-term success and create meaningful business opportunities.Key Points Covered:Aligning with the Right People for Success:The discussion begins with the significance of surrounding yourself with individuals who share your goals and values. Josh explains how aligning with like-minded people can amplify success, creating a supportive ecosystem where everyone benefits from shared achievements and mutual growth.Building and Maintaining Digital Relationships:With much of today’s networking happening online, Josh and Alissa explore effective strategies for building and maintaining strong business relationships in the digital age. They offer practical tips on leveraging digital platforms to foster genuine connections and keep relationships thriving.Leveraging Weak Ties for Greater Reach:The episode also highlights the importance of weaker ties—those less obvious connections that can open doors to broader networks and unexpected opportunities. Josh shares how entrepreneurs can effectively tap into these connections to expand their influence and reach.Featured Clips:[Guest 1: Blake Johnson]:Blake discusses the importance of aligning with people who are working toward the same goals and how a strong network can create a supportive environment where success is shared. He emphasizes the philosophy that “what’s good for one is good for all.”[Guest 2: Dr. Benjamin Ritter]:Dr. Ritter shares his journey of building trust and credibility through networking in the leadership development space. He talks about the importance of crafting a compelling message and nurturing relationships that go beyond immediate sales.Listen in to discover how to grow your network and enhance your business’s success!Links for this episode:Explore our philosophy with a FREE trial: https://go.upmyinfluence.com/freetrial Check out our Partner Program: https://go.upmyinfluence.com/partner Our VIP Program: https://go.upmyinfluence.com/leader-intros Check out UpMyInfluence on LinkedIn at https://www.linkedin.com/company/upmyinfluenceCheck out Josh Elledge on LinkedIn at https://www.linkedin.com/in/joshelledgePast episodes mentioned in this retrospective installment:875 – The Serial Entrepreneur Career with Blake Johnson230 - Investing in Relationships with LFY Consulting's Dr. Benjamin RitterResources:Growing Your Podcast Community With Social MediaLeveraging ‘Whisper Networks’ to Propel Your BusinessPodcast Community Secrets: 10 Power Tips for Authority

In this episode of The Thoughtful Entrepreneur, we delve into the power of storytelling in sales. We explore how compelling stories can connect with audiences, build trust, and drive business growth across various industries.Key Points Covered:The Importance of Storytelling in Business:Josh and Alissa discuss why storytelling is more than just a marketing tool—it’s a powerful way to create emotional connections with audiences. They highlight how effective storytelling can differentiate a brand and foster loyalty by making messages memorable and impactful.Crafting Stories That Resonate Across Audiences:The episode provides insights on how business leaders can tailor their stories to connect with diverse audiences. Josh shares examples from the podcast where guests effectively adapted their narratives to appeal to different sectors and customer bases, demonstrating the versatility of good storytelling.Leveraging Stories for Business Growth:We examine how storytelling isn’t just about engagement—it’s a strategic approach to driving sales and business development. Josh and Alissa discuss practical ways entrepreneurs can use stories to enhance their sales efforts and connect more deeply with potential clients.Featured Clips:[Guest 1: John Livesay]:John talks about how storytelling is essential for drawing in audiences and fostering business growth. He shares his perspective on why stories are more persuasive than data alone, helping businesses connect on a deeper level with their customers.[Guest 2: Michael Houlihan and Bonnie Harvey, Barefoot Spirit]:Michael and Bonnie share their journey of building Barefoot Wines, highlighting how storytelling played a crucial role in their brand’s success. They discuss their transition into helping other entrepreneurs turn their stories into impactful Hollywood-style narratives.Tune in to learn how to craft stories that sell and create lasting connections with your audience!Links for this episode:Explore our philosophy with a FREE trial: https://go.upmyinfluence.com/freetrial Check out our Partner Program: https://go.upmyinfluence.com/partner Our VIP Program: https://go.upmyinfluence.com/leader-intros Check out UpMyInfluence on LinkedIn at https://www.linkedin.com/company/upmyinfluenceCheck out Josh Elledge on LinkedIn at https://www.linkedin.com/in/joshelledgePast episodes mentioned in this retrospective installment:1163 – Make Better Sales Through Exceptional Storytelling with John Livesay259 - Being Resourceful with What You Have with The Barefoot Spirit's Michael Houlihan and Bonnie HarveyResources:How to Be an Exceptional Podcast Host8 Reasons to Start a Podcast for Your B2B BusinessB2B Podcast as a Business Development Tool

In this episode of The Thoughtful Entrepreneur, we kick off our special series celebrating 2000 episodes by exploring the theme of generosity in business. We discuss the importance of leading with generosity and finding the balance between giving and gaining in the world of podcasting and beyond.Key Points Covered:The Evolution of The Thoughtful Entrepreneur:Josh and Alissa reflect on the origins of the podcast, which started as a tool for interviewing clients in 2018, and how it has grown into a platform for meaningful conversations with entrepreneurs worldwide. They discuss the journey from its humble beginnings in PR to becoming a cornerstone of business advice and inspiration.The Philosophy of Leading with Generosity:The episode dives into the Go-Giver philosophy and how it has shaped the way the podcast engages with guests and audiences. Josh shares insights on how giving value upfront—without expecting anything in return—has fostered trust and long-lasting relationships, both on and off the show.Balancing Generosity and Strategic Gains:We explore how podcast guests can maximize their impact by actively participating in promoting and repurposing their appearances. The discussion focuses on strategies for balancing generosity with strategic actions to ensure mutual benefits for both the host and the guest.Featured Clips:[Guest 1: Bob Burg, Burg Communications, Inc.]:Bob discusses the transformative power of generosity in business, explaining why leading with a giving mindset can create more meaningful and profitable connections. He highlights the importance of giving first as a core business strategy.[Guest 2: Jessica Rhodes, Interview Connections]:Jessica emphasizes that simply appearing on a podcast isn’t enough. She talks about the importance of guests taking an active role in sharing and repurposing their content to fully leverage their podcast appearances for business growth.Listen to this episode to discover how to give generously while also reaping the rewards of meaningful engagement!Links for this episode:Explore our philosophy with a FREE trial: https://go.upmyinfluence.com/freetrial Check out our Partner Program: https://go.upmyinfluence.com/partner Our VIP Program: https://go.upmyinfluence.com/leader-intros Check out UpMyInfluence on LinkedIn at https://www.linkedin.com/company/upmyinfluenceCheck out Josh Elledge on LinkedIn at https://www.linkedin.com/in/joshelledgePast episodes mentioned in this retrospective installment:1192 - The Go-Giver Philosophy with Bob Burg1921 – Maximizing Your Impact with Jessica Rhodes Resources:7 Go-Giver Mindset Tips: Ignite Your ProsperityPodcast Guest Preparation 6 Expert Tips to Elevate ImpactHow to Be an Exceptional Podcast Guest

PodCash Leader Network Attraction Mastery WorkshopReaching the 2000th episode of "The Thoughtful Entrepreneur" is no small feat. Josh Elledge, the host, has spent countless hours conversing with over 2000 leaders, amassing approximately 40,000 minutes of content. This milestone episode is a treasure trove of insights and strategies for B2B business owners looking to attract high-value clients, partners, and investors without relying on traditional lead generation methods, spam, or ads. Let's dive into the key takeaways and actionable advice shared in this special episode.Josh emphasizes that the cornerstone of attracting high-value opportunities lies in building genuine relationships. Many business owners struggle with lead generation not because of a marketing problem, but due to a lack of meaningful connections. He advises engaging in meaningful conversations, showing generosity, and leveraging perceived authority. To achieve consistent and predictable business growth, Josh outlines six key strategies: public relations and visibility, social media engagement, networking, direct outreach, paid advertising, and SEO and content marketing. He highlights that 90% of top-level B2B decision-makers typically do not respond to unsolicited sales attempts, advocating for trust-building and avoiding pushy sales tactics.Josh also discusses the importance of language in business, encouraging listeners to view interactions as opportunities to build genuine connections rather than merely pursuing sales. He advises adopting "noble intent" and prioritizing high-value relationships over immediate sales. Authority is earned through consistent effort, and Josh suggests assessing your competence and sharing your expertise. Leveraging platforms like podcasts can significantly enhance your ability to build connections and authority. By crafting enticing invitations and being a generous host, you can attract high-quality connections. Josh shares success stories to illustrate the power of building genuine relationships, emphasizing that podcasting offers unique advantages for organic networking and transitioning to business opportunities.Links for this episode:Explore our philosophy with a FREE trial: https://go.upmyinfluence.com/freetrial Check out our Partner Program: https://go.upmyinfluence.com/partner Our VIP Program: https://go.upmyinfluence.com/leader-intros Check out UpMyInfluence on LinkedIn at https://www.linkedin.com/company/upmyinfluenceCheck out Josh Elledge on LinkedIn at https://www.linkedin.com/in/joshelledgeResources:B2B Sales 101: Stop Selling, Start Serving and Build RelationshipsMastering the Art of B2B Social Selling: Tips, Tricks, and Strategies for SuccessThe Secrets of Consistent Sales: B2B Relationship Building

Mastering Agency Growth and Client Retention In the latest episode of "The Thoughtful Entrepreneur," host Josh engages in a compelling conversation with Colby Wegter, the founder of the Delivery Mastery community. The discussion delves into the intricacies of agency growth, the critical importance of client retention, and the common challenges faced by agency owners in today's competitive landscape. This blog post will break down the key insights and actionable advice shared by Colby, providing a comprehensive guide for agency owners looking to enhance their business strategies. Josh opens the episode by inviting listeners to explore valuable resources aimed at enhancing their business connections, including introductions to partners, investors, influencers, and clients. He shares his extensive experience, having engaged in private conversations with over 2,000 leaders to uncover the best sources of business success. Josh offers a free video class that outlines strategies for achieving 100% inbound marketing in any industry within six to eight months, emphasizing a spam-free, ad-free, and sales-free approach. He encourages listeners to visit his website, upmyinfluence.com, to access this resource. Following this introduction, Josh welcomes Colby Wegter to the show. Colby, who has spent over a decade in the digital marketing agency space, shares his journey, including the challenges he faced, such as burnout, and how these experiences led to the creation of the Delivery Mastery community. Colby begins by recounting his 12 years in the digital marketing agency world, with eight of those years as an agency owner. He candidly discusses the severe burnout he experienced in 2022, which nearly led to hospitalization. This period of intense stress and overcommitment prompted him to reevaluate his approach to work and life. In 2023, Colby found solace and support through networking with others who were navigating similar challenges, leading to the formation of the Delivery Mastery community. The core mission of Delivery Mastery is to provide a supportive environment for agency owners who often feel isolated and overwhelmed. Colby emphasizes the importance of surrounding oneself with like-minded individuals who understand the unique pressures of running an agency. He aims to share techniques, systems, and frameworks that helped him transition from experiencing multiple burnouts to achieving multiple seven-figure revenues. About Colby Wegter: Colby Wegter has been involved in digital marketing since 2013 and has spent the last eight years as a partner in a bootstrapped agency that ranks among the top 1% globally, according to Clutch. His journey began on a farm, in a house without air conditioning, in a small town with no stoplights and a population of 600. He attended a Big Ten university and graduated with a degree in elementary education. Following graduation, Colby took a teaching job in Brooklyn, NY, but he left after just 4.5 months. Colby then joined BrandYourself as employee number 12, where he launched and managed the highest volume service, handling 160 clients simultaneously. After a year with BrandYourself, the company was featured on Shark Tank and turned down a $2 million offer from Robert Herjavec. After leaving BrandYourself, Colby moved to a marketing agency in the Twin Cities before co-founding Agency Jet with two partners. Under Colby's leadership, Agency Jet experienced remarkable growth, doubling its revenue every year for six years and is projected to reach $2.8 million in revenue this year. Throughout his career, Colby’s core strength has been retaining clients for unusually long periods. While the average client retention in the digital marketing industry is about six months, Colby often retains clients for over three years, with many staying with Agency Jet for up to six years. Colby is known for his strong opinions on delighting and delivering value to clients. With a philosophy of prioritizing clients first, employees second, and investors third, Agency Jet has grown from zero clients and revenue in 2016 to over 70 clients, eight full-time staff members, and $2.8 million in annual recurring revenue. The agency excels in providing world-class customer service while maintaining a lean operational model, compared to other agencies in the $2 million revenue range that typically have 20 or more employees. On the podcast, Colby would like to discuss strategies for scaling with less stress, as he is now focused primarily on strategy and inbound marketing, having stepped back from day-to-day operations at Agency Jet. He can provide insights on scaling through automation, team management, and maintaining long-term client relationships for predictable recurring revenue. Additionally, Colby is working on a community for agency owners called Delivery Mastery. This community aims to support agency owners who have yet to reach seven figures in revenue, offering a network of peers and strategies to elimina

A Comprehensive Guide to Modern Leadership   In a recent podcast episode hosted by Josh, listeners were treated to an enlightening conversation with Graham Wilson, a renowned leadership expert and founder of Success Factory. Dubbed a "leadership wizard" by a client, Graham brings over three decades of experience in leadership, from his early days in the British Army to his current role in corporate leadership. This blog post delves into the key themes and insights from the episode, offering actionable advice and detailed explanations to help leaders at all levels navigate the complexities of modern leadership. Graham Wilson's title of "leadership wizard" was coined by a client who appreciated his ability to simplify complex leadership concepts. This simplicity is a cornerstone of his approach, focusing on helping leaders decode what effective leadership looks like in today’s fast-paced world. Reflecting on his extensive career, Graham recounts his early experiences in the British Army, where he learned the importance of teamwork and high performance. He was introduced to the concept of "mission command," which emphasizes empowering teams to make decisions to achieve a shared purpose. This experience starkly contrasted with his observations in the corporate world, where he found organizations often over-managed and under-led. Today, Graham believes we are in a new era of leadership characterized by rapid change and uncertainty. He describes the current environment as "VUCA" (volatile, uncertain, complex, and ambiguous), which requires leaders to adopt a more agile and collaborative mindset. The traditional model of leadership, where leaders have all the answers, is no longer viable. Instead, leaders must foster a culture of empowerment, allowing team members to contribute to problem-solving and decision-making. By integrating these principles and practical tips into your leadership approach, you can create high-performance environments, inspire your team, and leave a lasting impact on your organization.   About Graham Wilson: Graham is a Leadership Expert, author of Leadership Laid Bare, The New Leadership Manifesto and wabisugi. He is the creator of ChangePro and the inspiration behind Successfactory. Described by clients as the UK's #1 Leadership Trainer and Coach, Graham is trusted by many leading global brands to develop their leaders and teams. Graham's specialities include: Leadership Development, Strategy Creation and Implementation, Value Innovation, Vitality, Agility, Leading Change, Resilience, Developing Elite Teams, Executive Coaching, Programme and Project Management and Sales Force Transformation. Graham is also a keynote speaker at leading conferences around the world. About The Success Factory: Our purpose is to awaken possibility in leaders and teams to deliver extraordinary results. We believe that in today’s competitive, volatile, uncertain, complex and ambiguous world there is a better way to lead organisations. In times of fast change organisations need outstanding leaders, not just great managers. We focus on developing your leadership capability in 5 critical areas: New World Leadership Skills: We have worked out what successful leaders actually do to deliver outstanding results. We have decoded this into a system of pragmatic tools and techniques that we want to share with you. Strategy and Culture: Hope is not the only strategy! We help you to create and translate strategy into action. We will share with you the latest techniques for developing New World strategies at all levels in the organisation. Apply to be a Guest on The Thoughtful Entrepreneur: https://go.upmyinfluence.com/podcast-guest Links Mentioned in this Episode: Want to learn more? Check out The Success Factory website at https://www.thesuccessfactory.co.uk/ Check out The Success Factory on LinkedIn at https://www.linkedin.com/company/400208 Check out Graham Wilson on LinkedIn at https://uk.linkedin.com/in/leadershipwizard Don’t forget to subscribe to The Thoughtful Entrepreneur and thank you for listening. Tune in next time!   More from UpMyInfluence: We are actively booking guests for our The Thoughtful Entrepreneur. Schedule HERE. Are you a 6-figure consultant? I’ve got high-level intros for you. Learn more here. What is your #1 Lead Generation BLOCKER? Take my free quiz here. Want to learn more about all the podcasts managed by UpMyInfluence? Opt in here.   Innovation: We help you to create a culture and process where people consistently develop great ideas to improve results. We can help you ensure innovation is part of your DNA. Leading Change: Great leaders know how to operate with speed, agility and to make change happen. We show you how to do this. We will show you how to lead change by taking people with you. Building Elite Teams: We will teach you a powerful range of tools and techniques to ensure you know how to build high performance teams. We ensure that you know how to set up your teams

Navigating the Complexities of Marketing In a recent episode of our podcast, we had the pleasure of hosting Marc Ensign, a fractional Chief Marketing Officer (CMO) specializing in the legal, financial, and medical sectors, and the founder and CEO of LoudMouse. Marc shared his extensive experience and insights into effective marketing strategies, the challenges businesses face with marketing agencies, and the importance of leadership and data transparency in driving successful marketing efforts. This blog post delves into the key themes discussed in the episode, offering actionable advice and thorough explanations to guide businesses in their marketing endeavors. One of the critical points Marc emphasizes is the lack of dedicated leadership in marketing within many organizations. While companies typically have a CEO, CFO, and sales team leaders, marketing often gets sidelined. This absence of leadership can lead to ineffective strategies and wasted resources. Marc's role as a fractional CMO allows him to step in and provide the necessary oversight and direction. By understanding the intricacies of marketing and having a comprehensive view of the business, he can identify issues that may not be apparent to other executives. This insight enables him to make informed decisions and adjustments to marketing strategies based on data rather than gut feelings Marc notes that the marketing landscape is constantly evolving, making it essential for businesses to stay updated. He emphasizes the importance of authenticity and transparency in marketing efforts. In a world where consumers are increasingly skeptical, presenting a genuine brand story and connecting with audiences on a human level is crucial. Many businesses struggle to answer fundamental questions about their marketing performance, such as conversion rates and lead sources. This lack of clarity often leads to frustration and disconnection from marketing efforts. Marc stresses the need for robust tracking systems to gain insights into what is working and what isn’t. About Marc Ensign: MARC ENSIGN is a renowned marketer, prolific storyteller, and accomplished musician. After spending over a decade playing bass with the Broadway show Rent, Marc discovered he had a talent for getting people to pay attention. Think about it. How else does a kid with no experience or connections pass up thousands of other musicians to land the most coveted gig in New York City? Really good marketing. When his stint on Broadway ended, he (temporarily) hung up his bass and built a successful digital marketing agency to help companies compete in otherwise impossible industries to break into. This approach caught the attention of Fortune 500 Companies such as Berkshire Hathaway, American Express, and Nike, as well as Celebrities, Athletes, and Entertainers like Tiger Woods and Oprah Winfrey. But eventually, that sort of thing got boring, so he moved on. Now, leveraging over twenty years in the marketing industry, Marc is working with companies as a Fractional CMO to solve the marketing issues that have been plaguing businesses for years, from underperforming agencies and unpredictable results to wasted marketing spend and a lack of transparency. All while alleviating the stress of managing the marketing team so business owners can focus on what they do best. And that’s (more or less) how LoudMouse was born. Of course, none of this would be possible without Marc's incredibly understanding wife, who has been on this rollercoaster for 22 years and counting. Together, they have two kids: Bella, who is currently attending FSU with a major in political science and journalism, and Zach, who is studying to be a game designer. As far as that whole music thing goes, Marc still tours a few times a year with various Broadway shows. It’s a pretty cool side hustle and an even better way to get people to give you a standing ovation at the end of the night. About LoudMouse: LoudMouse is a Fractional CMO agency specializing in helping service based businesses. They utilizes a top-to-bottom approach to marketing that leaves you with no doubt that your marketing dollars are well-spent. Apply to be a Guest on The Thoughtful Entrepreneur: https://go.upmyinfluence.com/podcast-guest Links Mentioned in this Episode: Want to learn more? Check out LoudMouse website at https://loudmouse.com/ Check out LoudMouse on LinkedIn at https://www.linkedin.com/company/loudmouse-fractional-cmo/ Check out Marc Ensign on LinkedIn at https://www.linkedin.com/in/marcensign/ Don’t forget to subscribe to The Thoughtful Entrepreneur and thank you for listening. Tune in next time!   More from UpMyInfluence: We are actively booking guests for our The Thoughtful Entrepreneur. Schedule HERE. Are you a 6-figure consultant? I’ve got high-level intros for you. Learn more here. What is your #1 Lead Generation BLOCKER? Take my free quiz here. Want to learn more about all the podcasts managed by UpMyInfluence? Opt in here.  

Mastering Outsourcing and Video Marketing   In a recent episode of "The Thoughtful Entrepreneur," host Josh delves into the intricacies of outsourcing and video marketing with Kirsten Graham, co-founder and co-CEO of Six Figure Business Coaching. Kirsten brings over 16 years of experience in the outsourcing industry, particularly in helping businesses streamline their marketing tasks through virtual assistants (VAs). This blog post will break down the key takeaways from their conversation, offering actionable advice and expert insights to help you effectively manage virtual assistants and leverage video marketing to enhance your business operations. Kirsten shares her journey into the world of outsourcing, humorously referring to herself as the "outsourcing queen." With a focus on helping businesses outsource marketing tasks to VAs, primarily based in the Philippines, Kirsten acknowledges the mixed experiences many entrepreneurs have had with outsourcing. She attributes these challenges to a lack of proper management and communication. Drawing from her extensive experience, she shares several best practices for managing virtual assistants effectively, such as providing clear job descriptions, investing in training, utilizing project management tools, building relationships, understanding cultural differences, and committing to long-term roles. Transitioning to the topic of video marketing, Kirsten shares her personal experience in the real estate industry, where she began creating videos to improve client communication. She explains how her initial frustration with clients not bringing necessary documentation led her to create informative videos that enhanced the client experience. Kirsten encourages businesses to leverage video marketing as a way to give value without asking for anything in return, aligning with the philosophy of "givers gain." Josh inquires about how Six Figure Business Coaching supports clients in implementing effective video marketing strategies, and Kirsten explains that her company not only helps clients develop their marketing strategies but also matches them with trained virtual assistants who can assist in executing those strategies. About Kirsten Graham: Kirsten loves helping business owners create evergreen value-based video content that showcases their authority to build know, like, and trust. Knowing that time is our most valuable asset Kirsten and her team train Marketing VA’s for their clients who then take care of video/audio editing, social media and email marketing. This frees the business owner up to focus on making money! About Six Figure Business Coaching: We help entrepreneurs scale through video marketing with a marketing virtual assistant doing the heavy lifting through our signature program, https://TheMarketingVAAdvantage.com Our Outsourcing For Bosses program teaches entrepreneurs how to scale their business. Our business coaches teach you how to create original video content, marketing strategy, how to become a master delegator, provides done-for-you systems and processes and more so you can become an influencer in your niche, generate lead and close more sales. Apply to be a Guest on The Thoughtful Entrepreneur: https://go.upmyinfluence.com/podcast-guest Links Mentioned in this Episode: Want to learn more? Check out Six Figure Business Coaching website at https://www.sixfigurebusinesscoaching.com/ Check out Six Figure Business Coaching on LinkedIn at https://www.linkedin.com/company/six-figure-business-coaching-llc Check out Kirsten Graham on LinkedIn at https://www.linkedin.com/in/kirstengrahamsfbc Don’t forget to subscribe to The Thoughtful Entrepreneur and thank you for listening. Tune in next time!   More from UpMyInfluence: We are actively booking guests for our The Thoughtful Entrepreneur. Schedule HERE. Are you a 6-figure consultant? I’ve got high-level intros for you. Learn more here. What is your #1 Lead Generation BLOCKER? Take my free quiz here. Want to learn more about all the podcasts managed by UpMyInfluence? Opt in here.  

The Importance of Financial Leadership for Small Businesses In the latest episode of our podcast, we delve into the critical role of financial leadership in small businesses, particularly focusing on the transformative impact of fractional CFOs. Our guest, Jay Dotson, a partner at Prosper CFO, shares his wealth of experience and insights on how businesses can enhance their financial health through strategic financial management. This blog post will break down the key points discussed in the episode, providing actionable advice and detailed explanations to help small business owners navigate their financial challenges. Jay provides an overview of Prosper CFO, explaining that the firm offers a comprehensive suite of outsourced accounting services. With a team of about ten professionals, Prosper CFO operates in an industry-agnostic manner, allowing them to work with a diverse range of clients. Their primary goal is to help businesses grow by providing the financial leadership necessary to navigate complex financial landscapes. One of the key themes of the episode is the challenges faced by small business owners in managing their finances. Jay points out that many small business owners take on the role of CEO, which often translates to being the "chief everything officer." This can lead to a reliance on CPAs and bookkeepers for financial guidance, but these professionals typically focus on historical data rather than future strategic planning. Jay introduces a framework called the "Seven Sources of Cash," which he developed to help business owners understand how to improve their cash flow. This framework goes beyond the common strategies of acquiring more clients or reducing expenses, offering a more comprehensive approach to cash flow management. Jay explains that his firm has created a calculator that allows business owners to input key metrics and see the potential impact of small changes in these areas on their cash flow. This tool helps identify the most significant opportunities for improvement. The episode concludes with the host thanking Jay for sharing his insights and encouraging listeners to subscribe for more motivational content. About Jay Dotson: Jay Dotson is a Partner at Prosper CFO, an Austin, TX-based CFO, accounting, and tax firm. His firm is known for bringing holistic financial leadership while being engaging and proactive. They obsess over client ROI and are on a mission to create $100M in free cash flow and tax savings over the next 10 years for their clients. There is a massive gap in financial leadership for small businesses. While bookkeepers and CPAs often focus on the past, owners struggle to make the right strategic decisions for the future. As a result, it is unsurprising that 82% of businesses fail due to poor cash management. They fail not because their product or service isn’t good but because managing cash in a business can be complicated. Many owners believe increasing revenue is the only solution. While that may help, there are seven ways to impact operational cash flow in any business. Jay developed a framework called the 7 Sources of Cash™ to help owners maximize cash flow to scale to the next level and thrive in any economy. About Prosper CFO: Build a business that prospers. Our goal is to help you grow your business through our expertise in bookkeeping, tax and CFO services. Apply to be a Guest on The Thoughtful Entrepreneur: https://go.upmyinfluence.com/podcast-guest Links Mentioned in this Episode: Want to learn more? Check out Prosper CFO website at https://prospercfo.com/ Check out Prosper CFO on LinkedIn at https://www.linkedin.com/company/prospercfo Check out Jay Dotson on LinkedIn at https://www.linkedin.com/in/jay-dotson-mba-61836b107 Don’t forget to subscribe to The Thoughtful Entrepreneur and thank you for listening. Tune in next time!   More from UpMyInfluence: We are actively booking guests for our The Thoughtful Entrepreneur. Schedule HERE. Are you a 6-figure consultant? I’ve got high-level intros for you. Learn more here. What is your #1 Lead Generation BLOCKER? Take my free quiz here. Want to learn more about all the podcasts managed by UpMyInfluence? Opt in here.  

Unlocking the Future of IoT: Exploring Interoperability in IoT Devices In a recent episode of The Thoughtful Entrepreneur, host Josh sat down with Nick Earle, the CEO of Eseye and the host of the IoT Leaders Podcast, to delve into the intricacies of the Internet of Things (IoT) industry. The conversation was rich with insights on the challenges and advancements in IoT, particularly focusing on connectivity and interoperability issues that have historically hindered the growth of IoT technologies. This blog post will break down the key themes and actionable advice from the episode, providing a comprehensive guide for anyone interested in the evolving landscape of IoT. Nick begins by addressing a significant discrepancy in the IoT space. He recalls a time when Cisco predicted that by 2020, 50 billion devices would be connected to the internet. However, the reality fell short, with only 11 billion devices connected. This gap underscores the challenges that the IoT industry faces, particularly regarding interoperability and connectivity. One of the fundamental issues in IoT is the prevalence of proprietary systems. Much like mobile network operators with their SIM cards, IoT devices often operate on closed systems, creating barriers for communication between devices. This proprietary nature leads to frustration for both consumers and businesses, hindering the seamless integration of IoT technologies. Nick elaborates on Eseye's innovative approach to solving connectivity issues in IoT. The company has developed a solution that allows devices to connect to any network globally, eliminating the proprietary lock that has long plagued the industry. This solution is akin to the airline industry's evolution, where travelers can now purchase a single ticket that allows them to fly on multiple airlines through alliances like Star Alliance. By abstracting the connectivity process, Eseye aims to simplify IoT integration for businesses and consumers. One of the standout features of Eseye's technology is its ability to enable devices to automatically switch between networks, ensuring that devices remain connected regardless of their location, providing a seamless user experience. About Nick Earle: Nick is CEO of Eseye, a global IoT connectivity solutions company with offices in 7 countries, more than 2000 customers across 190 countries and is deploying its IoT connectivity solutions in large Enterprises including 4 of the Fortune 10. Nick spearheads Eseye’s strategy and firmly believes in connectivity that ‘just works’; that makes people’s lives and jobs easier; connectivity that’s invisible. He’s a visionary business leader with a distinguished career in technology spanning more than 30 years, spanning large corporations and dynamic start-ups and oscillating between start-ups and global technology, telco and transportation companies. Previously, Nick led organisations and cross-company transformation programs for two $50B global corporations; Cisco where he ran the Cloud and Managed Services business as well as their Worldwide Field Services function, and Hewlett Packard where he ran the global Enterprise Marketing function and the internet transformation strategy. Nick was voted #2 in Computer Reseller News list of the 25 most ‘Disruptive Channel Executives in IT globally’. He has recently received the Juniper Research ‘Mover and Shaker’ award and named ‘CxO of the Year’ at the 2023 IoT Global Awards, highlighting his visionary leadership and success in propelling Eseye to an enviable position in the IoT space. About Eseye: As a world leader in IoT connectivity solutions, Eseye enables customers to achieve lasting value from global IoT projects. They bring the deep device expertise necessary to integrate, manage, and optimize IoT connectivity for estates of any scale or complexity. Eseye seamlessly connects these devices across 190 countries and more than 700 networks, maintaining near-100% uptime. Eseye approaches IoT with a unique perspective, always starting with the device. Ensuring the device is correctly configured is seen as the key to success. They collaborate with customers to define what success looks like and then develop a custom roadmap to ensure IoT deployment is done right the first time. Eseye supports customers through every stage, from concept to implementation and beyond. Their future-proofed IoT solutions are built on decades of end-to-end delivery experience with major clients such as Amazon, Shell, and Costa Coffee.   Apply to be a Guest on The Thoughtful Entrepreneur: https://go.upmyinfluence.com/podcast-guest   Links Mentioned in this Episode: Want to learn more? Check out Eseye website at https://www.eseye.com/ Check out Eseye on LinkedIn at https://www.linkedin.com/company/greenbananaseo/ Check out Nick Earle on LinkedIn at https://uk.linkedin.com/in/nearle Don’t forget to subscribe to The Thoughtful Entrepreneur and thank you for listening. Tune in next time!   More from UpMyInflu

Navigating the Evolving Landscape of Paid Advertising and NewslettersIn this insightful episode of the podcast, the host, Josh Elledge, engages in a deep conversation with Max Bidna, also known as "Marketing Max." The discussion revolves around Max's journey from Wall Street to becoming a marketing expert, focusing on the evolution of paid advertising and the growing importance of newsletters as a marketing strategy.Josh Elledge sets the stage by introducing Max Bidna, highlighting his impressive background and the topics to be covered. The episode promises to delve into the current marketing landscape, particularly the challenges and opportunities presented by paid advertising and the strategic use of newsletters. Max's career began on Wall Street, where he assisted early-stage companies in raising capital. However, after failing the Series 7 exam, he found himself at a crossroads. A client, recognizing his potential, asked him to run Facebook ads for her business. Despite his initial hesitation, Max accepted the challenge, turning a $2,000 ad spend into $20,000 in revenue within two weeks. This success ignited his passion for performance marketing, leading him to establish his own advertising agency.Max highlights the significant changes in the advertising landscape since he started in 2016. The primary challenges today include increased costs and heightened competition. The cost of advertising on platforms like Facebook has risen dramatically, making it difficult for startups and small businesses to achieve a positive return on investment (ROI) from their ad spend. To stand out, businesses need to focus on unique value propositions and personalized marketing strategies that resonate with their target audience. In light of these challenges, Max advocates for the use of newsletters as a powerful marketing tool. He explains that newsletters can help businesses maintain customer engagement and increase LTV without the need for expensive advertising campaigns. By providing valuable content and building personal connections, businesses can create a relatable narrative that resonates with their audience, leading to increased trust and loyalty.About Max Bidna:Max Bidna has a strong passion for helping companies grow and bringing smiles to people’s faces. They have been directly involved in the growth of over 200 companies and continue to do so daily through their advertising agency, angel investing, and advisory work.Their journey into Growth Advertising began while working in the finance industry, where they assisted companies in raising capital. It soon became evident that companies struggled to find a reliable marketing or advertising channel for business growth, regardless of how much funding they secured from investors. Consequently, Max assembled a team and launched their agency from Hell’s Kitchen, NYC, in early 2017.Since then, they have collaborated with over 120 companies across multiple countries, helping them expand their businesses through Paid Media. Thanks to their proven Growth Advertising process developed over the years, the agency’s average client generates $4.22 in revenue for every $1 spent on advertising.Apply to be a Guest on The Thoughtful Entrepreneur: https://go.upmyinfluence.com/podcast-guestLinks Mentioned in this Episode:Want to learn more? Check out Marty Capital website athttps://www.martycapital.com/Check out Marty Capital on LinkedIn athttps://www.linkedin.com/company/marty-capital/Check out Max Bidna on LinkedIn athttps://www.linkedin.com/in/maxbidnaDon’t forget to subscribe to The Thoughtful Entrepreneur and thank you for listening. Tune in next time! More from UpMyInfluence:We are actively booking guests for our The Thoughtful Entrepreneur. Schedule HERE.Are you a 6-figure consultant? I’ve got high-level intros for you. Learn more here.What is your #1 Lead Generation BLOCKER? Take my free quiz here.Want to learn more about all the podcasts managed by UpMyInfluence? Opt in here. 

Unlocking Business Success: The Role of Iteration and AI in Digital Solutions   In a recent episode of "The Thoughtful Entrepreneur," host Josh engages in a thought-provoking conversation with Morgan Witham, the CEO of CoLab, a digital agency renowned for solving business challenges through innovative web solutions. This episode delves into CoLab's services, its history, and the current trends shaping user experience and digital marketing, particularly the integration of artificial intelligence (AI). Here, we break down the key insights and actionable advice shared by Morgan, providing a comprehensive guide for businesses looking to enhance their digital strategies. Morgan Witham begins by providing an overview of CoLab, emphasizing its mission to address specific business problems through web-based solutions. CoLab's team comprises strategists, UX/UI designers, developers, and software engineers, all dedicated to enhancing user experience and functionality. The agency specializes in redesigns and rebuilds, unique feature development, and long-term partnerships, moving beyond project-based work to develop ongoing relationships with clients, leveraging institutional knowledge for continuous improvement. Notable examples of CoLab's work include improving user experience for Idaho Central Credit Union, enhancing digital interfaces for Virginia Credit Union and Dominion Energy, and improving patient interaction for Chin Med. Reflecting on CoLab's history, Morgan notes that the agency was founded in 2008 by Eddie O'Leary on the principle that collaboration between design and development leads to better outcomes. Since joining six years ago, Morgan has played a pivotal role in refining processes, expanding national presence, and honing the agency's value proposition. Morgan highlights several key trends in user experience, such as ensuring consistency across platforms and using AI for content creation and personalization. He advocates for an iterative approach to web development and user engagement, emphasizing continuous iteration and real-time data utilization. In closing, Morgan invites listeners to explore CoLab's website for valuable resources and encourages those interested in improving their digital presence to reach out for a website audit or to discuss specific challenges.   About Morgan Witham: Morgan Witham is the CEO of COLAB, a digital agency that has transformed how marketers leverage digital through custom websites built to grow with their organizations. With a background in investment banking, Morgan’s specialty is in strategy development, cross-functional implementation, finance, relationship building, and coaching and development of personnel. Morgan’s leadership style is characterized by her systems-thinking approach, which involves a keen understanding of how key functions of the business interact and influence each other. She champions a culture of agility, transparency, and continuous learning, with an unwavering commitment to her human-first approach. Under her leadership, COLAB has not only achieved significant business success but has made a measurable and significant impact on its clients’ growth trajectories. About COLAB: COLAB creates websites that grow with companies and their digital teams. Powering progress, one pixel at a time. Apply to be a Guest on The Thoughtful Entrepreneur: https://go.upmyinfluence.com/podcast-guest   Links Mentioned in this Episode: Want to learn more? Check out COLAB website at https://www.teamcolab.com/ Check out COLAB on LinkedIn at https://www.linkedin.com/company/colab-multimedia Check out Morgan Witham on LinkedIn at https://www.linkedin.com/in/morgan-witham-8529133 Don’t forget to subscribe to The Thoughtful Entrepreneur and thank you for listening. Tune in next time!   More from UpMyInfluence: We are actively booking guests for our The Thoughtful Entrepreneur. Schedule HERE. Are you a 6-figure consultant? I’ve got high-level intros for you. Learn more here. What is your #1 Lead Generation BLOCKER? Take my free quiz here. Want to learn more about all the podcasts managed by UpMyInfluence? Opt in here.  

Navigating Sales Tax in E-Commerce In a recent episode of "The Thoughtful Entrepreneur," host Josh delves into the intricate world of sales tax compliance with Jason Parr, the CEO of Peisner Johnson, also known as "The Sales Tax People." This episode is a must-listen for e-commerce businesses grappling with the complexities of sales tax, especially in the wake of the 2018 Supreme Court case "Wayfair vs. South Dakota." Below, we break down the key insights and actionable advice shared during the episode to help you navigate the often-confusing landscape of sales tax compliance. Josh kicks off the episode by inviting listeners to explore his free video resource, which offers insights into generating business leads and partnerships. He emphasizes his extensive experience, having conversed with over 2,000 business leaders, and encourages listeners to visit his website, Up My Influence, for more information. Jason Parr, CEO of Peisner Johnson, joins the conversation. With 33 years of experience, Peisner Johnson has honed its focus on sales tax compliance over the past six years. Jason's expertise provides a deep dive into the challenges and solutions surrounding sales tax for e-commerce businesses. The 2018 Supreme Court case "Wayfair vs. South Dakota" fundamentally changed the sales tax landscape. Prior to this ruling, businesses were only required to collect sales tax in states where they had a physical presence. The Wayfair decision established that businesses must now register and collect sales tax in states where they exceed certain sales thresholds, regardless of physical presence. This has significantly increased the complexity for e-commerce businesses, which may now have sales tax obligations in multiple states. Jason outlines three critical questions that every e-commerce business must consider to ensure sales tax compliance: Do I Have Nexus? Is What I Sell Taxable? Who is Selling the Product? Navigating sales tax can quickly become complicated, especially for rapidly expanding businesses. About Jason Parr: Jason has dedicated his career to helping companies find peace of mind when it comes to state and local tax (SALT), especially sales tax. He has been with Peisner Johnson, "The Sales Tax People", for 27 years. He currently serves as the President and CEO, and has deep experience with all services offered by Peisner Johnson. Having "grown up" in the SALT arena, he has gained an expertise on how to navigate the sales tax issues and processes that keep owners, tax professionals, trusted advisors, and CPAs up at night. Peisner Johnson focuses its efforts on helping companies manage sales tax compliance, including sales tax return services, nexus studies/risk assessments, and getting registered properly, as well as, due diligence related to M&As, audit defense, research, automation, and tax recovery services. Parr lives in Dallas, and he and his wife of 32 years have 6 married children and 12 grandchildren. He enjoys golf, racquetball, ultimate frisbee, and a new favorite - pickleball. About Peisner Johnson: Peisner Johnson, founded in 1992, is a state and local tax consulting firm with a clear mission: Solve clients’ state tax problems. Because we focus exclusively on state and local taxes, we have developed a deep understanding of state tax issues. Our clients benefit from our extensive knowledge and experience and our client-first mentality. We have consulted with thousands of companies doing business across the United States and Canada in virtually every industry. Apply to be a Guest on The Thoughtful Entrepreneur: https://go.upmyinfluence.com/podcast-guest Links Mentioned in this Episode: Want to learn more? Check out Peisner Johnson website at https://peisnerjohnson.com/ Check out Peisner Johnson on LinkedIn at https://www.linkedin.com/company/peisnerjohnson/ Check out Jason Parr on LinkedIn at https://www.linkedin.com/in/jasonparrpjco/ Don’t forget to subscribe to The Thoughtful Entrepreneur and thank you for listening. Tune in next time!   More from UpMyInfluence: We are actively booking guests for our The Thoughtful Entrepreneur. Schedule HERE. Are you a 6-figure consultant? I’ve got high-level intros for you. Learn more here. What is your #1 Lead Generation BLOCKER? Take my free quiz here. Want to learn more about all the podcasts managed by UpMyInfluence? Opt in here.  

Unlocking the Power of Intellectual Property for Consultants and Coaches In the latest episode of "The Thoughtful Entrepreneur," host Josh delves into the critical role of intellectual property (IP) for consultants and coaches with Erin Austin, the founder of Think Beyond IP. This episode is a treasure trove of insights on how experts can transform their knowledge into scalable revenue streams by creating, protecting, and leveraging intellectual property assets. Josh kicks off the episode by inviting listeners to explore opportunities for introductions to partners, investors, influencers, and clients. Drawing from his extensive experience of speaking with over 2,000 leaders, Josh shares a free video resource that outlines steps to achieve 100% inbound business strategies without relying on spam, ads, or sales tactics. Erin Austin, the guest of the episode, specializes in helping consultants and coaches leverage their expertise into scalable revenue streams through the creation, protection, and licensing of intellectual property. Erin shares her excitement about joining the conversation and provides an overview of her work. She explains that many experts start their careers by selling their time, but as they grow, they realize the limitations of this model. Erin emphasizes the need to decouple income from time by creating intellectual property assets. These assets, derived from their intellect and expertise, can be sold or licensed, allowing for greater profitability and scalability. Josh expresses interest in hearing about Erin's journey and the impact she has had on her clients. Erin shares that her background in corporate environments, where intellectual property was a daily focus, led her to recognize the untapped potential of IP for independent experts. She recounts working with learning and development professionals who initially provided one-on-one services but sought to scale their businesses. Erin also discusses her podcast, "Hourly to Exit," which focuses on transitioning from an unsustainable hourly business model to a scalable, profitable one. She invites listeners to visit her website, Think Beyond IP, where they can access a free resource outlining the "Audit, Protect, and Leverage" framework. About Erin Austin: Erin is a Corporate Attorney, Podcast Host, Founder of Think Beyond IP and Protect Your Expertise. She is a Harvard Law alum and seasoned contracts expert with over 30 years of legal experience. She offers 1:1 legal services to expert business owners with corporate clients and creates easy-to-understand guides and digital products for business owners who need help understanding how to use and protect their intellectual property. Erin is especially skilled at simplifying complex legal issues and jargon into simple, easyto-understand terms and explanations business owners can actually understand and use. About Think Beyond IP:   Legal Services tailored to protect and maximize the value of your ideas and helping B2B professional services firms identify, protect and leverage their valuable intellectual assets Apply to be a Guest on The Thoughtful Entrepreneur: https://go.upmyinfluence.com/podcast-guest     Links Mentioned in this Episode:   Want to learn more? Check out Think Beyond IP website at https://www.thinkbeyondip.com/ Check out Think Beyond IP on LinkedIn at https://www.linkedin.com/company/think-beyond-ip?trk=affiliated-pages Check out Erin Austin on LinkedIn at https://www.linkedin.com/in/erinaustin/ Don’t forget to subscribe to The Thoughtful Entrepreneur and thank you for listening. Tune in next time!   More from UpMyInfluence: We are actively booking guests for our The Thoughtful Entrepreneur. Schedule HERE. Are you a 6-figure consultant? I’ve got high-level intros for you. Learn more here. What is your #1 Lead Generation BLOCKER? Take my free quiz here. Want to learn more about all the podcasts managed by UpMyInfluence? Opt in here.  

Leadership Insights: Cultivating an Olympic Mindset for Business Success In a recent podcast episode, host Josh engages in a compelling conversation with Lee Povey, a high-performance leadership coach who specializes in guiding founders, startups, and teams to develop an "Olympic mindset." This episode is a treasure trove of insights for anyone looking to enhance their leadership skills and optimize their business performance. Below, we break down the key themes and actionable advice shared by Lee Povey, providing a comprehensive guide for listeners. Josh kicks off the episode by emphasizing the importance of networking and offers a valuable resource for business growth. He shares that he has had private conversations with over 2,000 leaders to identify the best sources of business growth. To help listeners, Josh provides a free video resource that outlines steps to achieve 100% inbound marketing in their industry over the next 6 to 8 months, without relying on spam, ads, or sales tactics. Listeners are encouraged to visit his website, Up My Influence, to access this content. Lee Povey is introduced as a high-performance leadership coach with a unique background in athletics. He primarily works with startups experiencing rapid growth, helping them transition from the gritty early stages of business to a more structured and empowered leadership approach. Lee emphasizes the importance of letting go of the need to be the smartest person in the room, allowing team members to flourish and contribute to the company's success. About Lee Povey: Lee Povey is a high-performance leadership coach specializing in working with founders and start-ups. As a former elite cycling athlete and Olympic Development Program Coach for USA Cycling, Lee has a deep understanding of what it takes to lead at the highest levels. Through coaching hundreds of World, National, and Olympic champions, Lee has gained invaluable experience in developing World-Class leadership and people. He helps leaders and high-achievers understand how best to motivate, lead, give feedback, and empower their teams to incredible growth and performance. He breaks down the human experience in a relatable way, giving tips, skill sets, and valuable mindset insights, allowing us all to perform like Olympians while retaining a strong focus on happiness and longer-term fulfillment. He also runs men’s groups as a way to give back and help develop better fathers, husbands, friends, and leaders. About Lee Povey Coaching:   Lee Povey Coaching is dedicated to unlocking the highest potential of visionary leaders, empowering them to excel in creating, inspiring, and making a global impact. With two decades of experience coaching elite Entrepreneurs, World Champions, and Olympians, Lee Povey brings a wealth of expertise to help individuals and teams achieve remarkable success. Through cutting-edge psychological techniques and personalized coaching—encompassing 1:1 sessions, group coaching, workshops, and mentorship—Lee Povey Coaching supports leaders in building the next billion-dollar enterprise.   Apply to be a Guest on The Thoughtful Entrepreneur: https://go.upmyinfluence.com/podcast-guest   Links Mentioned in this Episode: Want to learn more? Check out Lee Povey Coaching website at https://www.leepovey.com/ Check out Lee Povey Coaching on LinkedIn at https://www.linkedin.com/company/leepoveycoaching/about/ Check out Lee Povey on LinkedIn at https://www.linkedin.com/in/leepovey/ Don’t forget to subscribe to The Thoughtful Entrepreneur and thank you for listening. Tune in next time!   More from UpMyInfluence: We are actively booking guests for our The Thoughtful Entrepreneur. Schedule HERE. Are you a 6-figure consultant? I’ve got high-level intros for you. Learn more here. What is your #1 Lead Generation BLOCKER? Take my free quiz here. Want to learn more about all the podcasts managed by UpMyInfluence? Opt in here.  

Navigating Burnout, Embracing Self-Care, and the Power of Play   In a recent episode of the Thoughtful Entrepreneur podcast, host Josh engages in a profound conversation with Laura Nguyen, an executive coach, marketing consultant, and founder of Solle Solutions. The episode delves into critical themes such as burnout, self-care, and the significance of play in both personal and professional settings. Laura shares her insights and experiences, offering valuable strategies for individuals and organizations to manage stress and enhance overall well-being. Laura Nguyen brings over 20 years of experience in digital marketing and has recently transitioned into coaching after experiencing burnout herself. Her journey led her to develop a coaching framework designed to help others navigate similar challenges. Laura's upcoming book, "Career Break Compass," aims to provide a structured approach to taking intentional time off and recovering from burnout. Burnout is a pressing issue, particularly among founders and business leaders, with nearly half reporting feelings of burnout, overwhelm, or anxiety, often considering exiting their organizations due to immense pressure. Laura introduces her four-piece model for self-care, which consists of Play, Pause, Plan, and Pursue. Each component plays a crucial role in maintaining a healthy work-life balance and preventing burnout. Play is essential for creativity and problem-solving, Pause involves regular check-ins and mindfulness, Plan focuses on setting and achieving goals, and Pursue encourages engaging in passions and new experiences. Laura also outlines eight steps to overcome fear and emphasizes the importance of building authentic relationships in business. As the episode wraps up, Laura invites listeners to visit her website for free resources and encourages everyone to prioritize their well-being and seek joy in their daily lives.   About Laura Nguyen: Laura Nguyen has nearly 20 years of experience in digital marketing, advertising, and eCommerce. She is an experienced growth-focused marketing executive with an extensive background in data-driven marketing, demand generation and branding for DTC and B2B Fortune 500 companies, private equity and private businesses. She has led high-performing teams to achieve organizational growth and market share dominance. As an advocate for diversity and inclusion, Laura led business resource groups at the corporate level. Laura received her Bachelor of Arts and Bachelor of Science at Truman State University, and her Master in Business Administration from Rochester Institute of Technology. About Solle Solutions: Solle Solutions provides consulting and fractional marketing leadership engagements. We begin with a comprehensive marketing opportunity assessment to understand the consumer and segmentation opportunities. We deliver strategic performance marketing recommendations to accelerate growth. Apply to be a Guest on The Thoughtful Entrepreneur: https://go.upmyinfluence.com/podcast-guest Links Mentioned in this Episode: Want to learn more? Check out Solle Solutions website at https://sollesolutions.com/ Check out Solle Solutions on LinkedIn at https://www.linkedin.com/company/solle-solutions Check out Laura Nguyen on LinkedIn at https://www.linkedin.com/in/lauran546/ Don’t forget to subscribe to The Thoughtful Entrepreneur and thank you for listening. Tune in next time!   More from UpMyInfluence: We are actively booking guests for our The Thoughtful Entrepreneur. Schedule HERE. Are you a 6-figure consultant? I’ve got high-level intros for you. Learn more here. What is your #1 Lead Generation BLOCKER? Take my free quiz here. Want to learn more about all the podcasts managed by UpMyInfluence? Opt in here.

Building Your Business Tribe: The Essential Role of Community in Entrepreneurship In a recent episode of "The Thoughtful Entrepreneur," host Josh Elledge sat down with Nick Berry, a seasoned entrepreneur and the host of "The Business Owners Journey" podcast. The conversation delved into Nick's extensive experience in entrepreneurship, his commitment to helping fellow business owners enhance their skills, and the critical role of community and mentorship in achieving success. This blog post will break down the key themes and actionable advice shared during the episode, providing valuable insights for aspiring and current business owners. Nick Berry is a serial entrepreneur who has co-founded and acquired numerous businesses over the years. His primary focus is on empowering business owners to excel in their ventures. During the conversation, Nick elaborates on the challenges business owners face, particularly the overwhelming number of tasks and distractions that can hinder their progress. He advocates for establishing a clear strategy that not only defines what entrepreneurs should focus on but also outlines actionable steps to achieve their goals. Nick highlights three key areas of focus for business owners: leadership development, strategic planning, and operational systems. A significant theme in the episode is the importance of community and mentorship for business owners. Nick emphasizes that entrepreneurship can be a lonely journey, and seeking support is vital. He encourages business owners to curate a support system that includes one-on-one guidance, peer communities, and intimate groups. Nick reflects on how these support systems have been pivotal in his own career and how they can significantly impact the growth of other entrepreneurs. By following the actionable advice and insights shared by Nick Berry, business owners can develop effective strategies, grow as leaders, and build supportive communities that drive their success. About Nick Berry: Nick Berry is an accomplished entrepreneur, CEO, mentor, and author, whose track record includes founding and/or acquiring several dozen companies since 2002. A great deal of Nick's two decades of experience as a business owner has been working with other business owners and equipping them with the skills to handle the challenges and uncertainty they face along their path. He’s started or acquired several dozen businesses, and in the process has earned secrets and knowledge that comes with it. He’s got experience with a variety of businesses and business partners, hundreds of employees, had several successful exits, and a few that never took off. He’s recurring revenue’s #1 fan, and his companies have been recognized for growth, culture, and client satisfaction. And it's been 100% bootstrapped. About Business Owner's Journey Podcast: The Business Owner’s Journey is a podcast for business owners who are driven to grow and improve and are looking for their next breakthrough ‘Aha!’ moment. I won’t sugarcoat it: The path of a business owner can be tough. It’s complex, uncertain, and always evolving. And it’s made harder if you try to figure it all out alone. But it can also be incredibly exciting and fulfilling, especially when you learn to prepare yourself for the challenges. We're here to shorten the learning curve for entrepreneurs and business owners by getting other experienced business owners to pull back the curtain and share their hard-earned lessons learned. Links Mentioned in this Episode: Want to learn more? Check out Fitness Revolution website at https://frnation.com/ Check out SEOContentSurge website at https://www.seocontentsurge.com/ Check out Fitness Consulting Group website at https://www.nickberry.info/companies/about-fitness-consulting-group Check out Nick Berry on LinkedIn at https://www.linkedin.com/in/nickberry4/ Don’t forget to subscribe to The Thoughtful Entrepreneur and thank you for listening. Tune in next time!   More from UpMyInfluence: We are actively booking guests for our The Thoughtful Entrepreneur. Schedule HERE. Are you a 6-figure consultant? I’ve got high-level intros for you. Learn more here. What is your #1 Lead Generation BLOCKER? Take my free quiz here. Want to learn more about all the podcasts managed by UpMyInfluence? Opt in here.  

Building Bridges in a Remote World: Enhancing Communication with AI Coaching   In a recent episode of "The Thoughtful Entrepreneur," host Josh engages in a compelling conversation with James Lawrence, the CEO and co-founder of Happy. This platform is dedicated to improving organizational culture and communication within companies, particularly in the evolving landscape of hybrid and remote work environments. The discussion centers around the challenges of managing people effectively, a shift accelerated by the COVID-19 pandemic, and how AI can play a pivotal role in addressing these challenges. James begins by sharing his extensive experience as a CEO over the past 30 years, noting that most organizational challenges stem from people-related issues. He explains that his recent focus has been on developing technology that helps companies accelerate their people management processes at scale. Reflecting on his early leadership experiences, James acknowledges the difficulties he faced in effectively leading teams and recognizes that larger organizations often struggle even more with training and managing personnel. Josh and James discuss the critical need for a positive workplace culture, whether in-person or virtual. They agree that fostering a sense of value among team members is essential for organizational success. James elaborates on how the Happy platform addresses these needs by providing AI-enhanced coaching tailored to individual employees. This coaching is integrated into the tools that employees use daily, such as Slack and Microsoft Teams, making it easily accessible and relevant. About James Lawrence: With more than 25 years of being a CEO and founder, James Lawrence loves to share his insights on leadership, organizational culture and the intersection of technology in the workplace. James believes the cornerstone of every successful organization is its people. His mission is to help people love their work and get connected with their teams because, in his words, "when people work better, we all win, together.” James is a serial entrepreneur with a passion for cultivating great workplaces and empowering people. At 48, he's the co-founder and CEO of Happy Companies, a startup that uses technology to deliver AI-enhanced Coaching. Happy revolutionize the way organizations encourage improved communication, collaboration and engagement with their employees at scale. Happy delivers plug-and-play AI-enhanced Coaching via tools like Slack, Gmail, Zoom and Teams. Happy believes that effective manager and employee relationships are key to creating organizations that are healthy, productive, and profitable. His journey to leadership wasn't straightforward. Early in his career, James learned the hard way that authority doesn't come from a title; it comes from genuinely understanding and connecting with your team. With a background of launching four startups, two auto racing championships under his belt and previous leadership roles as the CEO of Power Automedia and Chairman of the Specialty Equipment Manufacturing Association (SEMA), James brings a unique blend of speed and innovation to the business world. James places a strong emphasis on nurturing talent and fostering the next generation of leaders, always with an eye toward meaningful work. James is married to his amazing wife Melissa and is father to three kids – Bradley, Jordan and Taylor. When he's not leading his team or spending time with his family, James is likely coaching youth football, driving a race car faster than 200 mph, learning to fly, or diving into one of his favorite books, which range from "The Hard Thing About Hard Things" to "The 7 Habits of Highly Effective People About Happy Companies: Happy is dedicated to empowering people—to improve how every team works together. We help everyone become the best version of themselves. Happy is a SAAS Tech Startup with a proprietary platform designed to enhance employee engagement and boost organizational performance in the #future of work. Apply to be a Guest on The Thoughtful Entrepreneur: https://go.upmyinfluence.com/podcast-guest Links Mentioned in this Episode: Want to learn more? Check out Happy Companies website at https://happycompanies.com/ Check out Happy Companies on LinkedIn at https://www.linkedin.com/company/happycompanies Check out James Lawrence on LinkedIn at https://www.linkedin.com/in/jamesflawrence Don’t forget to subscribe to The Thoughtful Entrepreneur and thank you for listening. Tune in next time!   More from UpMyInfluence: We are actively booking guests for our The Thoughtful Entrepreneur. Schedule HERE. Are you a 6-figure consultant? I’ve got high-level intros for you. Learn more here. What is your #1 Lead Generation BLOCKER? Take my free quiz here. Want to learn more about all the podcasts managed by UpMyInfluence? Opt in here.  

Becoming a Destination Employer: Attracting, Recruiting, and Retaining Talent   In a recent episode of "The Thoughtful Entrepreneur," host Josh Elledge sat down with Gerry Gadoury, the founder and managing director of Red Beard Solutions and author of "Destination Employer." The conversation delved into the intricacies of leadership, talent acquisition, and the concept of becoming a "destination employer." This blog post will break down the key insights and actionable advice shared during the episode, providing a comprehensive guide for business leaders looking to attract, recruit, and retain top talent. Josh Elledge introduces the episode by highlighting the importance of effective leadership and talent acquisition, sharing his own experiences and resources available at upmyinfluence.com. Gerry Gadoury, a former United States Marine Corps sergeant, transitioned into the business world nearly 30 years ago. His journey began as a technical recruiter and evolved into management consulting, where he developed the "Destination Employer" methodology. This approach focuses on helping businesses attract, recruit, and retain top talent, making them desirable places to work. Gerry emphasizes that leadership is a continuous journey rather than a destination. Effective leadership requires ongoing development and self-awareness. One of the first steps in becoming an effective leader is to find a leadership style that resonates with you. Gerry introduces the concept of a "candidate attraction engine," crucial for attracting top talent despite constraints. The three phases of the Destination Employer Methodology—Attraction, Recruitment, and Retention—are essential for building a reputation as a company where professionals can significantly advance their careers. For more resources and to connect with Gerry Gadoury, visit destinationemployer.seo. To stay updated with Josh Elledge and "The Thoughtful Entrepreneur," visit upmyinfluence.com and subscribe to the podcast for daily inspiration and motivation. About Gerry Gadoury:   Gerry Gadoury is a former Marine Sergeant who has spent the last 20 years in the Technology Professional Services Industry. In that time, he has been a recruiter, salesperson, manager, consultant, speaker, trainer, executive, and business owner. Through it all his passion has been building and leading highly effective, international technology, sales, and recruitment teams. Utilizing that experience, he designed the Destination Employer methodology to empower Start-Up and early-stage companies to compete with, and succeed against, established industry leaders. Complementing the Destination Employer methodology, Mr. Gadoury created the industry’s first AI, Cybersecurity, Cloud, & Tech focused Recruitment & Retention as a Service (RRaaS) program to assist Government Agency and Private industry partners to save money while building the technology teams they need to succeed in their vital missions.   About RedBeard Solutions:   RedBeard Solutions is a cyber security and information technology professional services firm that helps companies and government agencies master their technical environments and crush their projects. Specializes in robust cybersecurity & technology professional services and custom talent solutions to maximize your team’s effectiveness. With our expertise and access to top talent, we deliver tailored solutions for your organization’s unique needs. Trust us to fortify your systems in an ever-evolving digital landscape. Apply to be a Guest on The Thoughtful Entrepreneur: https://go.upmyinfluence.com/podcast-guest     Links Mentioned in this Episode:   Want to learn more? Check out RedBeard Solutions website at https://redbeardsol.com/ Check out RedBeard Solutions on LinkedIn at https://www.linkedin.com/company/redbeard-solutions Check out Gerry Gadoury on LinkedIn at https://www.linkedin.com/in/gerrygadoury Don’t forget to subscribe to The Thoughtful Entrepreneur and thank you for listening. Tune in next time!   More from UpMyInfluence:   We are actively booking guests for our The Thoughtful Entrepreneur. Schedule HERE. Are you a 6-figure consultant? I’ve got high-level intros for you. Learn more here. What is your #1 Lead Generation BLOCKER? Take my free quiz here. Want to learn more about all the podcasts managed by UpMyInfluence? Opt in here.    

Transforming the Kitchen and Wardrobe Manufacturing Industry In a recent episode of "The Thoughtful Entrepreneur," host Josh engages in a thought-provoking conversation with Sina Meshkani, the founder of Sinaholz. Sinaholz is a pioneering company that offers configurator software designed to streamline the design and production processes for kitchen and wardrobe manufacturers. This episode delves into the innovative solutions provided by Sinaholz, the importance of customization, and the role of 3D visualization in the industry, especially in the wake of changing consumer behaviors post-pandemic. Josh kicks off the episode by inviting listeners to explore opportunities for connecting with partners, investors, and clients. Drawing from his extensive experience, having spoken with over 2,000 industry leaders, Josh shares insights on achieving 100% inbound marketing without relying on spam, ads, or sales tactics. He promotes a free video resource available on his website, which outlines these strategies that have helped him generate significant revenue over the years. As the conversation shifts to Sina, Josh expresses excitement about his work and the elegant platform his company has developed. Sina, with 24 years of experience in kitchen and wardrobe manufacturing, explains his mission to share his expertise with other businesses. He describes how his company’s configurator software automates the entire process from sales to production, allowing for customization that meets the demands of today’s market. Josh prompts Sina to elaborate on the elements of his platform, encouraging him to explain it in a way that resonates with listeners who may not be able to visualize the technology. Sina uses a relatable analogy, asking listeners to imagine a kitchen manufacturer receiving a request for a customized kitchen design. He explains that customers often gather ideas from various sources and expect a comprehensive plan that includes 3D visualizations, quotations, and shop drawings. Sinaholz’s configurator software addresses this need by providing a seamless environment for designing, estimating, and visualizing projects, ultimately sending the finalized designs to the factory. Josh highlights that Sinaholz primarily serves the B2B sector, working with kitchen and wardrobe manufacturers rather than individual consumers. Sina confirms this, noting that while they can connect individual clients with suppliers, their main focus is on supporting businesses in the industry. About Sina Meshkani: Sina Meshkani has been an entrepreneur for more than Twenty years. Initially, he built kitchen cabinets in an 80 m2 workshop with elementary tools. He and his team successfully established themselves in the market by using innovative designs and 3D rendering in interior design for the first time in their local market. He is skilled in Cisco networking and coding applications. His goal is to bring joy, happiness and a new lifestyle into other people’s homes. To achieve this, he has done his best to build a happy, trustworthy and transcendent organization by learning new skills and training and coaching his team. When he’s not glued to his computer, he spends his free time sketching, programming, and reading books. About Sinaholz: With 20 years of experience in the panel industry, the company is a pioneer in its field. Its innovative use of Industry 4.0-based software (imos) distinguishes it from competitors, enabling it to stay ahead of the curve. The company values collaboration and resource sharing, viewing its clients and partners as essential collaborators in the pursuit of success. The mission is to provide a comprehensive solution that addresses unique needs. Driven by innovation, quality, and customer satisfaction, the company focuses not only on the work itself but also on fostering strong relationships built on communication and trust. Apply to be a Guest on The Thoughtful Entrepreneur: https://go.upmyinfluence.com/podcast-guest   Links Mentioned in this Episode: Want to learn more? Check out Sinaholz website at https://sinaholz.com/ Check out Sinaholz on LinkedIn at https://www.linkedin.com/in/sinaholz-gmbh/ Check out Sina Meshkani on LinkedIn at https://de.linkedin.com/in/sina-meshkani Don’t forget to subscribe to The Thoughtful Entrepreneur and thank you for listening. Tune in next time!   More from UpMyInfluence: We are actively booking guests for our The Thoughtful Entrepreneur. Schedule HERE. Are you a 6-figure consultant? I’ve got high-level intros for you. Learn more here. What is your #1 Lead Generation BLOCKER? Take my free quiz here. Want to learn more about all the podcasts managed by UpMyInfluence? Opt in here.