The Thoughtful Entrepreneur

Leadership Insights: Navigating Challenges and Enhancing Team Performance In the latest episode of *The Thoughtful Entrepreneur*, host Josh engages in a thought-provoking conversation with Joelle Kaufman, the CEO of GTM Flow. The discussion delves into leadership, team dynamics, and personal resilience, particularly in the face of unexpected challenges. Joelle shares her expertise as a revenue catalyst, offering valuable insights and actionable advice for leaders looking to improve their team's performance and efficiency. Josh kicks off the episode by emphasizing the importance of networking for business growth. He shares his experience of having private conversations with over 2,000 leaders to understand where their best business comes from. To help listeners enhance their networking skills, Josh offers 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 [upmyinfluence.com](https://upmyinfluence.com) to access this valuable content. Joelle Kaufman, with over 25 years of experience in building brands and optimizing team performance, joins the conversation. As a revenue catalyst, Joelle works with CEOs and their leadership teams across various sectors, including technology and healthcare. She emphasizes the importance of operating with focus, clarity, momentum, and a mindset of continuous learning. Joelle shares that she has developed five key levers that leaders need to pull to enhance team performance, which she offers as a resource for listeners. About Joelle Kaufman: Joelle Kaufman developed the Curveball Method through 25 years of navigating high-stakes business challenges. This approach, born from personal adversity with cancer and honed in the tech industry’s fast-paced environment, equips leaders to transform unexpected challenges into opportunities. As a seasoned go-to-market executive, Joelle has: • Served as CMO/CRO for companies including Bloomreach, Adify, and WorkBoard • Led category creation and revenue growth strategies for multiple startups • Guided numerous teams through periods of significant change and uncertainty The Curveball Method integrates neuroscience insights, leadership frameworks, and practical tools. It’s now implemented by leading tech companies, impacting over 150,000 professionals across various industries. Joelle’s expertise spans: • Developing high-performance Sales & Marketing teams • Building resilience and adaptability in leadership • Implementing effective OKRs for accelerated growth With a background that includes Harvard Business School, training in transformational coaching, and experience as a public speaker (on topics ranging from the Recipe for a Top Tier S&M Team, secrets to building a highly effective team, the future of digital engagement to the value of OKRs to accelerate growth), Joelle brings a unique perspective to leadership development and organizational change. Using Joelle’s approach, leaders and teams excel in today’s rapidly evolving business landscape.   About GTM Flow: GTM Flow brings 25 years of designing, leading and optimizing sales, marketing and customer success teams for scale. Growth, predictability and focus all improve when your go-to-market has flow. Align your companies on the most important GTM challenges to address. Develop leaders who can lead agile teams. Leverage OKRs to keep people aligned, focused and accountable.   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 GTM Flow website at https://gtmflow.com/ Check out GTM Flow on LinkedIn at https://www.linkedin.com/company/gtmflow Check out Joelle Kaufman on LinkedIn at https://www.linkedin.com/in/joellekaufman 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 Lead Generation: Essential Strategies for Defining Your Ideal Customer Profile and Boosting Sales Success In the latest episode of "The Thoughtful Entrepreneur," host Josh delves into the intricacies of lead generation and sales development with John Karsant, the founder and CEO of LevelUp Leads. This episode is a treasure trove of actionable advice and expert insights, particularly valuable for business owners and professionals aiming to refine their sales strategies. Let's break down the key takeaways and tips from this enlightening conversation. Josh kicks off the episode by addressing the importance of building connections with partners, investors, influencers, and clients. He shares his experience of engaging in private conversations with over 2,000 leaders to understand the sources of their best business. Josh offers a free video resource on achieving 100% inbound marketing in one’s industry within six to eight months, emphasizing a spam-free, ad-free, and sales-free approach. Listeners are invited to visit his website, Up My Influence, to access this valuable content. John Karsant introduces LevelUp Leads, a sales development agency dedicated to helping small to midsize companies enhance their prospecting and appointment-setting efforts. The agency's primary goal is to create more sales opportunities for their clients by leveraging effective lead generation strategies. John and Josh discuss the dynamic nature of lead generation strategies over the past five years, highlighting the resurgence of cold calling and the importance of human-to-human conversations. John emphasizes the need for a clearly defined Ideal Customer Profile (ICP) and the significance of understanding a client’s current strategies, successes, and challenges for effective outreach and engagement. About John Karsant: John Karsant is the Founder and CEO of LevelUp Leads, an outbound lead generation agency that typically works with small companies. John is also a Member of RevGenius, a group of revenue generating sales and marketing professionals. Previously, John served as the Head of Sales and Business Development at Brightest Minds, Sales and Account Manager at DaoCloud, and in business development roles at Accelevents and Solar Lead Factory. Prior to their career in sales and business development, John was a Tennis Professional at Claremont Country Club and Teaching Professional at Peter Burwash International. John holds a Bachelor's degree in Marketing Communications from California Lutheran University. About LevelUp Leads: LevelUp Leads is a B2B sales development agency that offers a comprehensive, done-for-you service. Acting as an extension of clients' teams, they provide both fractional and full-service Sales Development Representatives (SDRs) supported by a robust technology stack. The LevelUp Leads team spearheads outbound strategies, sourcing relevant data, implementing advanced technology solutions, crafting compelling copy, and managing campaigns to generate meetings and drive revenue. This approach allows clients' teams to focus on closing more deals while LevelUp Leads handles the intricacies of lead generation.   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 LevelUp Leads website at https://levelupleads.io/ Check out LevelUp Leads on LinkedIn at https://www.linkedin.com/company/levelup-leads/ Check out John Karsant on LinkedIn at https://www.linkedin.com/in/johnkarsant 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 Music in Leadership In a recent podcast episode, the host had an enlightening conversation with Susan Drumm, CEO of Meritage Leadership Development and author of the USA Today bestselling book, "The Leader's Playlist: Unleash the Power of Music and Neuroscience to Transform Your Leadership and Your Life". This episode delves into the fascinating intersection of music, neuroscience, and leadership, exploring how music can serve as a transformative tool for personal and professional growth. Susan, with over 20 years of experience in leadership development, has a remarkable ability to recognize and disrupt unproductive patterns in leaders, helping them build high-performance teams. Susan's book, "The Leader's Playlist", emphasizes the power of music in leadership. Leaders often face the challenge of achieving exceptional results in an environment characterized by rapid change and complexity. Many find themselves stuck in unproductive patterns that hinder their effectiveness. Susan introduces the idea that music can be a secret weapon in recognizing and disrupting these patterns. For example, she shares a compelling story about a chief marketing officer who struggled with feelings of exclusion. Through coaching, Susan helped her identify the root of this pattern, create a playlist that represented her feelings, and develop a new playlist that embodied her desired emotional state, ultimately improving her relationships with colleagues. Susan explains that music's ability to change emotional states is well-known, but its potential to help identify and transform limiting patterns is less recognized. Music activates all four regions of the brain, making it a powerful tool for personal development. By pairing behavioral changes with music, individuals can accelerate their transformation and achieve their goals more effectively. Susan encourages leaders to be intentional about their music choices, using it as a tool for state change and personal growth. The episode concludes with Susan inviting listeners to visit her website, [susandrumm.com](https://www.susandrumm.com), where they can take a quiz to discover their path to enlightened leadership and receive a downloadable playlist to help them create their own music-based transformation. About Susan Drumm: Susan Drumm is a CEO Advisor, speaker, USA Today bestselling author, and leadership coach dedicated to empowering leaders and their teams to thrive in today’s disruptive landscape. With extensive experience coaching billionaire CEOs, high-profile political figures, and Fortune 100 executives, she leverages her diverse academic background—including graduate degrees from Harvard Law School and Carnegie Mellon University—to inform her unique coaching approach. As a Master Certified Coach (MCC) through the International Coaching Federation, Susan holds multiple certifications, including HeartMath™ and the Integrative Enneagram. She is the two-time bestselling author of *The Leader’s Playlist*, where she explores how music and childhood experiences impact leadership. Her podcast, "The Enlightened Executive", ranks in the top 2% globally, featuring groundbreaking strategies for personal and leadership effectiveness. Susan's clientele spans various industries, including tech, healthcare, and finance, with notable organizations such as KPMG and Oracle. Before founding Meritage Leadership Development, Susan held senior consulting roles at The Boston Consulting Group and NBC/GE. Based in Scottsdale, Arizona, she is an active member of the Entrepreneurs’ Organization and enjoys travel, hiking, and spending time with her toy Australian Shepherd, Jasmine. About Meritage Leadership Development: Meritage is a leadership consulting firm built on the principle that people are the most important asset of any business. We know that without high-performance leadership and aligned teams, no company can reach its full potential. Our clients span healthcare, private equity, financial services, technology, media, retail and consumer goods industries. 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 Meritage Leadership Development website at https://meritageleadership.com/ Check out Meritage Leadership Development on LinkedIn at https://www.linkedin.com/company/meritage-leadership-development/ Check out Susan Drumm on LinkedIn at https://www.linkedin.com/in/susan-drumm 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 Evolving SEO Landscape: Essential Insights for B2B and SaaS Success In the latest episode of "The Thoughtful Entrepreneur," host Josh sits down with Steven Schneider, the CEO of TrioSEO, to delve into the evolving landscape of search engine optimization (SEO). This episode is a treasure trove of insights, particularly for B2B and SaaS companies looking to refine their SEO strategies. Steven shares his extensive experience in the SEO and content marketing space, emphasizing the importance of quality content and strategic approaches to attract high-intent traffic. Here, we break down the key takeaways from their conversation, offering actionable advice and thorough explanations to help you navigate the complex world of SEO. Steven introduces TrioSEO, an agency that primarily serves B2B and SaaS founders. Unlike many SEO agencies that focus on technical SEO or backlinks, TrioSEO specializes in creating high-quality content aimed at attracting ideal customers. Steven underscores the importance of an ROI-focused SEO content strategy that prioritizes meaningful traffic over mere numbers. As 2024 approaches, the SEO landscape is rapidly evolving. Steven notes that AI tools like ChatGPT are becoming increasingly popular for content production. However, he advocates for a more traditional approach that emphasizes quality and sustainability. Josh and Steven discuss the potential pitfalls of producing large volumes of low-quality content using AI tools like ChatGPT. Steven warns that while this approach might yield a temporary increase in traffic, it is unlikely to be sustainable. Google is adept at recognizing low-quality content, and user behavior—such as high bounce rates—will ultimately impact a site's ranking. The episode concludes with actionable advice: focus on creating valuable, high-quality content that meets the needs of your audience, monitor user behavior, and leverage expert advice to position your business for long-term SEO success.     About Steven Schneider: Steven is co-founder and CEO at TrioSEO - a blog writing agency that helps online businesses scale organic traffic and use their blog to generate qualified leads through BOFU (bottom of the funnel) content. Before TrioSEO, he co-owned a portfolio of 40 blogs, managed 400 articles monthly, and scaled to 7 figures in annual revenue with his two partners. Today, TrioSEO creates content strategies that speak directly to their client's ideal customers and targets topics that convert browsers into buyers. The team at TrioSEO manages everything from strategy and outlines to writing, editing, uploading, and publishing- even offering tips and tricks to enhance user experience (UX) and conversion. Steven is also building Rogue Ranker, a game review website to highlight the best roguelike games and related topics.   About TrioSEO: TrioSEO is a monthly SEO agency tailored for SaaS, eCommerce, and online businesses. They specialize in creating SEO content that effectively drives traffic and attracts customers to websites. For those looking to increase their website traffic, TrioSEO offers a comprehensive approach that includes auditing existing SEO practices, conducting keyword research, identifying content opportunities, creating high-quality content, and optimizing current content. Their mission is to enhance SEO traffic for thousands of online businesses through exceptional content. Recognizing the value of SEO but lacking the time to implement it? TrioSEO serves as the ideal solution. Founded by Connor Gillivan, Steven Schneider, and Nathan Hirsch, the agency is led by experienced SEO professionals who have successfully built businesses generating six, seven, and even eight figures through effective SEO strategies. 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 TrioSEO website at https://trioseo.com/ Check out TrioSEO on LinkedIn at https://www.linkedin.com/company/trioseo/ Check out Steven Schneider on LinkedIn at https://www.linkedin.com/in/schneis Check out Rogue Ranker website at https://rogueranker.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.  

The Importance of Operational Leadership in Business Growth In the latest episode of our podcast, we delve into the critical role of operational leadership in driving business growth, particularly for small and medium-sized business (SMB) founders. This episode features two main speakers: the host, who introduces the episode and the guest, and Mara Whitener, a seasoned business growth strategist and fractional CEO. Mara shares her expertise on how operational leadership can transform a business, helping entrepreneurs streamline their operations and uncover hidden financial opportunities. The host opens the episode by addressing the audience, emphasizing the need for effective introductions to partners, investors, influencers, and clients. He highlights his extensive experience, having engaged in private conversations with over 2,000 leaders to discover the best sources of business growth. To support listeners in their entrepreneurial journey, he promotes a free video resource that outlines steps to achieve 100% inbound marketing in their industry over the next six to eight months, without relying on spam, ads, or sales tactics. The host encourages listeners to visit his website, upmyinfluence.com, to access this valuable resource. Mara begins by sharing her extensive background in entrepreneurship, having spent over 20 years growing six and seven-figure companies. She observes that many entrepreneurs start their businesses driven by passion and skill but soon realize the complexities of running a business can detract from their core mission. Mara positions herself as a "translator" for CEOs, helping them articulate their big vision and translating it into actionable plans that encompass systems, workflows, team dynamics, and marketing strategies. One of the key areas Mara focuses on is helping entrepreneurs identify hidden money within their businesses. She explains that many founders are sitting on untapped financial resources due to inefficient systems and processes. By analyzing their operations, Mara has helped clients uncover significant savings—one example being a client who discovered $12,000 in initial savings, which eventually grew to nearly $300,000 through strategic operational improvements. The conversation shifts to current trends in operational leadership. Mara notes a societal shift towards valuing work-life balance and the desire for entrepreneurs to enjoy their lives more. This trend has led to a demand for simpler, more efficient business operations. However, the plethora of available tools and platforms can create confusion for founders trying to determine the best fit for their needs. For those who have never hired a director of operations or fractional CEO, Mara outlines her engagement process. She begins with a "blueprint to success," where she collaborates with the CEO to assess what is working, what isn't, and where gaps exist. This thorough analysis allows her to create a customized plan that addresses the unique needs of the business. Mara invites listeners to explore the free resources available on her website, whitenerpros.com, offering a popular guide on finding hidden financial opportunities in businesses and complimentary strategy sessions to help business owners move the needle in their operations. About Mara Whitener: Meet Mara Whitener - seasoned entrepreneur, systems expert, and passionate business puzzle-solver. With over 20 years building and scaling companies, Mara brings precision and proven methodologies to unstick growth challenges. Having built and sold several 6&7 figure firms, Mara understands first-hand what it takes to transform vision into reality. Her superpower is designing fully-custom operational systems - the missing piece to level up your business. Mara’s systems empower you to take on more clients, save money, and focus on what you love. Growth doesn’t have to feel chaotic. Mara tailors solutions catered to you and fixed for how you best operate. Beyond business, she is a dedicated foster pet-parent, award-winning community leader, and thrives behind the scenes as an introvert. If you seek to turn your endeavors into well-oiled machines, let Mara work her magic. With unmatched dedication, she will unpuzzle your operations so running your business feels easy, while making your biggest dreams possible. About Whitener Professional Services: Whitener Professional Services specializes in business development, project management, and account services designed to help businesses enhance their profitability. With a dedicated team of experts, Whitener Professional Services offers tailored solutions that address the unique challenges faced by each client. Their strategic approach focuses on optimizing operations, streamlining processes, and fostering strong client relationships to drive growth. Committed to delivering measurable results, Whitener Professional Services empowers businesses to achieve their financial goals and sustain long-term success in a compe

Mastering Your Money: Proven Strategies for Entrepreneurs to Create Cash Flow and Passive Income In a recent podcast episode, host Josh engages with Chris Miles, the founder of Money Ripples, to discuss effective financial strategies for business owners. The conversation centers on how entrepreneurs can achieve time freedom and create passive income, moving away from traditional investment methods that often do not yield the desired results. This blog post will break down the key insights and actionable advice shared by Chris Miles, providing a comprehensive guide for entrepreneurs looking to enhance their financial strategies. Chris Miles is dedicated to helping entrepreneurs and business owners regain control over their finances. His tagline, "Create freedom and prosperity today," reflects his mission to enable individuals to work because they want to, not because they have to. He acknowledges that many entrepreneurs find themselves trapped in a cycle of working excessively hard, often mirroring the rat race they sought to escape. Josh sets the stage by highlighting the typical financial struggles faced by business owners, especially those who have been in business for five or more years. Many entrepreneurs deal with cash flow fluctuations, business debt, and the pressure of maintaining profitability. Chris emphasizes that the key to overcoming these challenges lies in adopting a common-sense approach to money management. Chris argues that many financial advisors promote a mindset that locks money away in retirement accounts and encourages debt repayment, which can hinder entrepreneurs' financial growth. He advocates for a different approach: freeing up cash and investing it wisely. He points out that only 25% of entrepreneurs have enough cash reserves to cover two months of operating expenses, which is a critical oversight. Chris emphasizes the importance of creating cash flow and passive income streams, suggesting that true passive income comes from investments that generate cash flow without the investor needing to be actively involved. He shares a success story of a client who transformed a million-dollar investment from a traditional financial advisor, which would have yielded only $30,000 a year, into a diversified portfolio that generated between $100,000 and $130,000 annually. This was achieved by investing in real estate, syndications, and other cash-flowing assets, demonstrating the potential for higher returns through strategic investments. About Chris Miles: Chris Miles, the Cash Flow Expert and Anti-Financial Advisor, is a leading authority teaching entrepreneurs and professionals how to get their money working for them TODAY! He’s an author, podcast host of the Money Ripples Podcast, has been featured in US News, CNN Money, Entrepreneurs on Fire, BiggerPockets, and has a proven reputation with his company, Money Ripples (https://moneyripples.com/) getting his clients fast, financial results. In fact, his personal clients have increased their cash flow by $300+ Million in the last 14 years!   About Money Ripples: Money Ripples is dedicated to helping individuals improve their cash flow, enabling them to work because they want to, not because they have to. Their financial consulting services, coupled with an innovative infinite banking strategy, aim to guide clients toward financial freedom. Rather than relying on traditional retirement accounts like IRAs or 401(k)s, clients are encouraged to embark on a passive investing journey with the support of Money Ripples. Together, they strive to create a path to freedom and prosperity. 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 GreenBanana SEO website at https://moneyripples.com/ Check out GreenBanana SEO on LinkedIn at https://www.linkedin.com/company/money-ripples/ Check out Chris Miles on LinkedIn at https://www.linkedin.com/in/chriscmiles 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.  

Transform Your Business: The Essential Guide to Innovation and Growth Strategies In a recent episode of "The Thoughtful Entrepreneur," host Josh engages in a compelling conversation with West Stringfellow, the CEO and founder of HowDo. This platform is dedicated to providing open-source resources aimed at fostering innovation and business growth. West shares his extensive background in leading innovation at major corporations and the mission behind HowDo. This blog post will break down the key insights and actionable advice from the episode, offering a comprehensive guide for entrepreneurs and business leaders looking to innovate and grow. West Stringfellow introduces HowDo as an open-source resource platform designed to help individuals and businesses innovate. He acknowledges that the term "innovation" has become somewhat diluted over time but clarifies that, in a business context, it fundamentally means evolving and changing. West believes that the greatest opportunity in business today lies in innovation, whether that involves developing new processes, launching products, or reassessing existing business practices. Notably, HowDo has engaged over 400,000 users globally, with a diverse audience that includes students, educators, entrepreneurs, and small business owners. He emphasizes that half of the users come from outside the United States, showcasing the platform's international appeal. While the resources on HowDo are free, West offers consulting and coaching services on the side. He finds that many people enjoy learning about innovation but may struggle with the implementation. His consulting work focuses on helping teams develop the skills necessary to apply the innovative processes outlined on HowDo. Josh wraps up the episode by encouraging listeners to explore the resources available on HowDo, emphasizing the platform's wealth of information, including book summaries and masterclasses. He invites entrepreneurs and business leaders to adopt a growth mindset and leverage the tools and insights provided by West and his team. About West Stringfellow: West is a product and technology visionary who has launched zero to one innovations at Amazon and PayPal, led transformations at Fortune 500s like Visa and Target, and accelerated startups with Techstars. He's not just an innovation and product management executive, he's also a successful founder and entrepreneur whose startup was acquired by a Fortune 50. With over 20 years of experience, West has consistently driven innovation, resulting in market disruptions and massive revenue growth. Today, West empowers entrepreneurs and businesses of all sizes through coaching and consulting, sharing his expertise in product innovation and digital transformation. With 5 patents to his name and a wealth of international experience, West is here to share insights that can help you revolutionize your approach to product and technology. About HowDo: HowDo, founded in 2017, is dedicated to helping business leaders unlock their business’ growth potential through innovation and technical transformation. We partner with businesses of all sizes, from Fortune 50s to startups and government agencies. Our vision for sustainable innovation combines solid business fundamentals with industry best practices and cutting-edge technologies like AI, blockchain, cloud computing, and open-source solutions Our team of experienced consultants, led by former industry executives, works closely with organizations to tailor solutions to their unique challenges and opportunities.   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 HowDo website at https://howdo.com/ Check out HowDo on LinkedIn at https://www.linkedin.com/company/howdo-com/ Check out West Stringfellow on LinkedIn at https://www.linkedin.com/in/weststringfellow/ 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.  

Unleashing Your Inner Power: A New Era for Women in Business In a recent episode of our podcast, we had the pleasure of hosting Amanda Riffee, a certified executive coach dedicated to empowering female business leaders. Amanda's mission is to help women navigate their careers and businesses in a way that aligns with their values and well-being, steering clear of burnout and traditional success metrics that often lead to dissatisfaction. This blog post delves into the key themes and actionable advice shared by Amanda during the episode, providing a comprehensive guide for female leaders striving for success without sacrificing their personal lives. Amanda Riffee is an executive and career coach who specializes in working with career-driven women, including founders, business owners, and C-level executives. Her approach is centered on helping women achieve success on their own terms, ensuring that their professional achievements do not come at the expense of their personal lives. Amanda's coaching philosophy is rooted in the belief that women can design businesses and careers that work for their lifestyles, rather than the other way around. The landscape of female leadership is evolving, with more women stepping into leadership roles and challenging traditional success metrics. Amanda and the host discuss how corporate structures have historically been built around a male-centric model, where men were expected to sacrifice their personal lives for work, while women were often relegated to domestic roles. Burnout is a significant issue that Amanda is particularly passionate about, given her personal experiences. She explains that many women who transition from corporate jobs to entrepreneurship often carry over the same work habits that led to their burnout in the first place. Addressing burnout requires inner work, including shifting beliefs and mindsets. Amanda emphasizes the importance of setting boundaries and understanding one's values to create a fulfilling work environment. By identifying what truly matters to them, women can establish boundaries that protect their time and energy, ultimately leading to greater success and satisfaction.   About Amanda Riffee: Amanda Riffee is an Internationally Certified Executive Coach for Women. She is a thought leader and event speaker with a business degree and 17 years of corporate experience. She is also the host of the Unleashing You with Amanda Riffee podcast, a happy wife, and a mom of two. Her mission is to help women unlock their mindset, see their worth, and create a career (and life) they love—no burnout required! Amanda resides in Colorado with her family and loves traveling to new places while spending time with other powerhouse women who are passionate about personal growth and enjoying this beautiful life!   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 Amanda Riffee's website at https://acrprofessionalcoaching.com/ Check out Amanda Riffee on LinkedIn at https://www.linkedin.com/in/amanda-riffee/ 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 Potential of Opportunity Zones: A Comprehensive Guide In a recent episode of "The Thoughtful Entrepreneur," host Josh delves into the intricacies of opportunity zones with Ashley Tison, the founder and president of OZPros. This episode is a treasure trove of insights for investors looking to capitalize on tax mitigation strategies while contributing to the revitalization of underserved communities. Let's break down the key takeaways from this enlightening conversation and explore how you can leverage opportunity zones to maximize your investment returns. Opportunity zones were introduced as part of the Tax Cuts and Jobs Act of 2017, aiming to stimulate economic growth in economically distressed areas by incentivizing investors to direct their capital gains into these regions. The mechanics are straightforward: investors can defer their tax liabilities by reinvesting capital gains into a qualified opportunity fund (QOF), which is typically an LLC taxed as a partnership. If the investment is held for at least ten years, any appreciation in value can be withdrawn tax-free. Since the inception of opportunity zones, approximately $150 billion has flowed into these regions, resulting in increased property values, new businesses, and job creation. Ashley outlines the types of individuals who would benefit most from opportunity zone investments, including those with capital gains, entrepreneurs looking to start or relocate a business, and families investing in properties near campuses. OZPros offers various services to assist clients, such as setting up QOFs, ensuring compliance, and offering strategic consultations with a flat fee structure. As the conversation wraps up, Ashley encourages listeners to explore the opportunity zones in their areas by visiting the OZPros website, emphasizing the dual benefit of building wealth while revitalizing communities.   About Ashley Tison: Ashley Tison, Esq. is the founder of OZPros, the leading Opportunity Zone consultancy. A leading consultant and attorney on Opportunity Zones, tax advantaged structures and investing strategies, Ashley has advised over 500 commercial property investors, family offices, investment advisors and high net worth individuals on how to how to best maximize their tax savings in real estate investments, how to maximize the positive community impact of their projects, selecting an optimal investment strategy, and properly navigating the applicable regulations. Ashley is an engaging and enthusiastic speaker and / or guest covering topics such as opportunity zones, tax advantaged alternative investments, real estate, and tax planning for leading national conferences and educational seminars.   About OZPros: At OZPros, the team assists high net worth investors, real estate professionals, business owners, and community stakeholders in navigating the complexities of legislation and regulations, enabling them to successfully execute their Opportunity Zone strategies. 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 OZPros website at https://ozpros.com/ Check out OZPros on LinkedIn at https://www.linkedin.com/company/ozproscom Check out Ashley Tison on LinkedIn at https://www.linkedin.com/in/ashley-tison 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 Publicity and Kindness in Business   In a recent episode of "The Thoughtful Entrepreneur," host Josh engages in a thought-provoking conversation with Jill Lublin, the founder and CEO of Jill Lublin Publicity. Jill, a seasoned expert in publicity and the author of influential books such as "Guerrilla Publicity" and "The Profit of Kindness," shares her invaluable insights on the critical role of publicity and the transformative power of kindness in the business landscape. This blog post delves into the key themes discussed in the episode, offering actionable advice and expert recommendations to help you leverage publicity and kindness for business success. Jill begins by addressing the disconnect that has arisen in modern business due to an over-reliance on technology. While technology can facilitate connections, it often lacks the personal touch that is vital for building meaningful relationships. Jill emphasizes the joy of simple acts of kindness, such as sending a handwritten card or expressing gratitude, which can significantly enhance personal and professional interactions. She explains that her monthly "Kindness Circles" are designed to create a supportive environment where participants can connect and help one another, fostering collaboration and ultimately leading to business opportunities. Transitioning to the topic of publicity, Jill shares her insights on what is currently effective in the realm of public relations and media visibility. She notes that podcasts have become a powerful tool for gaining exposure and connecting with audiences. Jill encourages listeners to leverage the opportunities presented by podcasts to share their messages and expertise. She also advocates for exploring alternative communication methods, including phone calls, to establish more personal connections with media professionals. By integrating the principles of kindness and effective publicity strategies discussed in this episode, you can create a more connected, supportive, and successful business environment.   About Jill Lublin: Jill Lublin is a master publicity strategist, bestselling author, and dynamic speaker with over 200 engagements each year. Renowned for her entertaining and interactive keynotes, Jill covers topics like publicity, networking, kindness, and influence marketing. She has shared her expertise on stages alongside Tony Robbins, Jack Canfield, and Lisa Nichols, and her popular Publicity Crash Course has drawn thousands. With 25 years of experience working with major media outlets like ABC, NBC, and CBS, Jill is a recognized authority in her field, featured in publications such as The New York Times and Forbes. She is the author of four bestselling books, including "Guerrilla Publicity," often called the "PR Bible," and her latest release, "The Profit of Kindness," which topped multiple bestseller lists. As the Producer and Host of "Messages of Hope," Jill inspires audiences to take positive action. She also consults with Fortune 500 companies and small businesses alike, delivering innovative strategies that drive success through effective influence marketing and publicity.   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 Jill Lublin Publicity website at https://jilllublin.com/ Check out Jill Lublin on LinkedIn at https://www.linkedin.com/in/jilllublin/ 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 Business Growth: Essential Strategies for Effective Marketing and Audience Engagement In a recent episode of our podcast, we had the pleasure of speaking with Jason Shafton, the founder and CEO of Winston Francois, a growth consultancy that partners with companies to develop and execute effective growth strategies. Jason shared his wealth of knowledge on business growth, marketing practices, and the importance of understanding target audiences. This blog post delves into the key takeaways from our conversation, offering actionable advice and expert insights to help businesses thrive. Jason Shafton introduced Winston Francois as a growth consultancy that differentiates itself by taking a hands-on approach. Unlike traditional management consultants or agencies, Winston Francois works closely with clients to implement strategies and improve their operations. The company adheres to the "campground rule" of leaving clients in a better position than they were before. Winston Francois has an impressive portfolio, having worked with notable brands such as Adobe, Uber, Kajabi, Google, and Disney. This showcases their ability to assist both well-known companies and lesser-known startups in achieving growth. Jason's passion for solving complex problems and unlocking new growth channels for businesses is evident in the success stories he shared. To help businesses refine their growth and marketing strategies, Jason encourages entrepreneurs to consider three fundamental questions: What are we selling? Who is it for? Why should they care? These questions are essential for effectively communicating the value of a product or service and understanding the target audience. Jason stresses that a great product is the foundation of successful marketing and growth efforts. He also outlined several best practices that are currently effective in driving growth, such as understanding customer behavior, optimizing conversion rates, and adopting a holistic marketing approach. By following the actionable advice and expert insights shared by Jason Shafton, businesses can refine their growth strategies, optimize their marketing efforts, and achieve sustainable success. For more in-depth discussions on business growth and marketing, be sure to check out Jason's podcast, "Frank Growth." About Jason Shafton: Jason Shafton is a 20+ year veteran in growth, where he built billion-dollar businesses at Google, Paramount, and DaVita and scaled startups like Headspace, Soothe, and Heal (acquired by Humana). At Google, he scaled the Google Ads platform and launched Google Music and Google Play. He also spent time leading marketing at Comedy Central, where he launched new seasons of South Park and The Daily Show as well as new franchises Broad City, Drunk History and Inside Amy Schumer. After co-founding Heal where he helped thousands of families get access to better health, he ran growth marketing both at Soothe and Headspace, scaling those businesses to millions of global users. Finding himself on speed dial with some of the top tech founders, investors, and CEOs asking for growth marketing support, he now acts as founder of growth consulting firm, Winston Francois (named after his dogs Winston and Frank). Winston Francois works with brands to provide strategic guidance across product, growth, marketing, management, and organizational design to support sustainable value creation. About Winston Francois: Our scope is helping you scale. We take a custom approach to your growth goals by assembling and leading the best-in-class marketing team to support your next stage. If you’re looking for your typical agency - you won’t find it here. We’re a team of experts across a variety of disciplines that will get in the trenches with you. Our role is to guide you, pair you with extensive resources so that eventually, you’ll fly on your own. We want to help you outgrow us, and when it’s time we’ll build a team to carry the work forward. 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 Winston Francois website at https://winstonfrancois.com/ Check out Winston Francois on LinkedIn at https://www.linkedin.com/company/winstonfrancois/ Check out Jason Shafton on LinkedIn at https://www.linkedin.com/in/jasonshafton 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 Peer Networking for Business Leaders In the latest episode of our podcast, we had the pleasure of hosting Dona Amelia, the co-founder of EGN Malaysia, Indonesia, and Singapore. The conversation delved into the significance of peer networking for business leaders, focusing on the EGN Peer Network. This blog post will break down the key insights from the episode, providing actionable advice and detailed explanations to help business leaders understand the value of peer networking and how to leverage it for personal and professional growth. The host kicked off the episode by emphasizing the critical role of networking in the success of business leaders. Building connections with partners, investors, influencers, and clients is essential for growth and sustainability. To support listeners in this endeavor, the host promoted a free video resource that outlines steps to achieve 100% inbound marketing without relying on spam, ads, or sales tactics. This resource is based on his extensive experience, which has generated significant revenue for his companies over the years. Dona Amelia was introduced as a dynamic guest, and she expressed her enthusiasm for being on the show. The conversation quickly shifted to the EGN Peer Network, which stands for Executive Global Network. Dona explained that IGN is the second-largest peer network globally, dedicated to knowledge sharing among senior executives. The network provides a safe environment for leaders to come together without competition, allowing them to discuss their challenges and share insights.   About Dona Amelia: Dona Amelia was born in a small village in Indonesia, growing up in challenging circumstances that have profoundly shaped her life. Today, she is an accomplished actress, singer, TV presenter, DJ, and co-founder of EGN (Executives' Global Network) in Singapore, Indonesia, and Malaysia. Recently recognized as a LinkedIn Top Voice and awarded The Asia Empowerment Connector Award 2024, Dona continues to inspire and uplift others. As the member service director of EGN Singapore, she passionately connects senior executives through confidential peer groups, helping them navigate personal and professional challenges. Her commitment is to create a welcoming environment where members feel at home while addressing vital topics like leadership, digital transformation, and sustainability. Dona's career began in the arts, with her debut album released shortly after graduating in 2007. Over the next decade, she gained recognition as a TV presenter and actress, starring in award-winning programs like SILET on RCT and major events such as the Barclays Premier League and FIFA World Cup on MNC TV. Dedicated to making people happy and providing exceptional support, Dona views her work at EGN as a true calling, striving to empower each member to thrive both at work and at home.   About EGN: EGN creates personal, professional, and business value through a trusted network of peers. Since 1992, the organization has provided carefully matched professional peer groups for business executives and specialists. Focused on fostering professional relationships and exchanging experiences in a confidential environment, EGN aims to enhance the personal and business value for its members. What began as one man’s vision has grown into a global network of over 15,000 members across 14 countries, representing more than 8,000 businesses and 70 professional areas. At EGN, every member shares the ambition of making each other better—every day.   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 EGN website at https://egn.com/ Check out EGN on LinkedIn at https://www.linkedin.com/company/executives'%E2%80%8B-global-network/ Check out Dona Amelia on LinkedIn at https://www.linkedin.com/in/donaamelia/ 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 Opportunities: The Power of Business Certifications for Diverse Entrepreneurs   In the latest episode of our podcast, we delve into the transformative potential of business certifications for diverse entrepreneurs. Featuring insights from three speakers, including our host, Heather Cox, the president and co-founder of Certify My Company, and an unnamed participant, this episode sheds light on how certifications can open doors to new business opportunities, particularly for women-owned, minority-owned, veteran-owned, and other underrepresented businesses. Our host kicks off the episode by emphasizing the importance of networking and connections for business owners. Drawing from their extensive experience with over 2,000 leaders, they highlight how certifications can serve as a powerful tool for accessing new contracting opportunities without relying on traditional sales tactics. The host offers a free video resource to help business owners achieve 100% inbound business and invites listeners to explore the podcast for valuable insights.   Heather Cox, the president and co-founder of Certify My Company, shares her passion for supporting underestimated entrepreneurs. Founded 14 years ago, her organization acts as a "cheerleader" for these business owners, helping them navigate the complex landscape of certifications and educational programming. The goal is to prepare these entrepreneurs for larger contracts with both government entities and private sector companies. Heather explains that not all certifications are created equal. The right certification can significantly impact a business's ability to secure contracts. Understanding the specific goals and target markets of entrepreneurs is crucial in guiding them toward the most beneficial certification. Heather outlines the five main demographics eligible for certifications: Women-Owned Businesses, Ethnic Minorities, LGBTQ+ Owned Businesses, Veteran-Owned Businesses, and Disability-Owned Businesses. The conversation shifts to the broader implications of certifications in the contracting world. Heather explains that studies have shown companies with diverse supply chains tend to have better returns on investment (ROI). This is particularly relevant for Fortune 1000 companies, which are increasingly recognizing the value of working with diverse suppliers. The COVID-19 pandemic highlighted the importance of local and diverse businesses, as they often stepped in to fill gaps when larger companies could not meet demand. Certifications serve as proof of a business's legitimacy and ownership by individuals from diverse demographics. This vetting process is crucial for companies looking to diversify their supply chains and meet shareholder expectations. The episode concludes with a strong message about the power of certifications for diverse entrepreneurs, emphasizing that certifications represent a commitment to diversity and inclusion in the business landscape. About Heather Cox: Heather Cox is a passionate advocate for diversity and a dynamic business executive. As co-founder and president of Certify My Company, she launched the venture to address the challenges small, diverse businesses face in the WBE certification process. Heather connects diverse businesses with corporations eager to partner with them, while also educating companies on best practices in supplier diversity. With over a decade of experience in sales and operations, primarily with small to medium-sized businesses, Heather is a natural teacher and engaging public speaker. She actively participates in organizations like the Women’s Business Enterprise Council – West and has previously held roles with the Women Presidents’ Educational Organization and the National Association of Women Business Owners. Outside of her professional commitments, Heather enjoys family time with her husband and five children. A former acro-gymnast and tightrope walker, she balances her busy life through yoga, DIY projects, and baking. She holds a BA in Spanish Language from the University of Texas at Austin and is a seasoned traveler.   About Certify My Company: Certify My Company is dedicated to the supplier diversity community as a whole as its works with companies and corporations to raise the bar. In addition to certification resources, Certify My Company assists larger companies in developing a supplier diversity program and increasing their diversity spend. We develop innovative solutions for Corporations to get their classified suppliers certified and their spend numbers in the billions. No matter what your supplier diversity or certification needs are, Certify My Company is here to help you achieve your goals and more. Certify My Company is dedicated to providing thorough and timely services to its clients in order to expedite their goals. With years of experience, you can count on well-trained staff members to apply the attention to detail and expertise you need and to stay with you through

Navigating E-commerce Logistics: How to Transforms Fulfillment for Brands In the ever-evolving world of e-commerce, logistics and fulfillment play a crucial role in ensuring customer satisfaction and operational efficiency. In a recent podcast episode, Ash Jamshidpour, the founder and CEO of ShipTop, shared his expertise on the current state of e-commerce logistics, the benefits of partnering with a third-party logistics provider, and the innovative solutions that ShipTop offers. This blog post delves into the key themes discussed in the episode, providing valuable insights and actionable advice for e-commerce brands looking to optimize their logistics operations. ShipTop is a third-party logistics (3PL) and e-commerce fulfillment provider based in Canada, specializing in helping e-commerce brands and online merchants with their logistics and order fulfillment needs. The company offers a wide range of services, including ocean freight and fulfillment across North America, catering to both business-to-consumer (B2C) and business-to-business (B2B) needs. With strategically located fulfillment centers across the U.S. and Canada, ShipTop efficiently serves U.S. consumers, ensuring timely and cost-effective delivery. The e-commerce logistics sector is dynamic and rapidly evolving, and companies like ShipTop are continuously striving to innovate and find efficiencies to stay ahead of the competition. Many clients come to ShipTop after either managing fulfillment in-house or working with other third-party logistics providers. They often seek a more customizable solution that can better meet their specific needs. ShipTop focuses on providing tailored fulfillment solutions, helping clients reduce costs and improve transit times. Partnering with ShipTop offers several advantages over building out a company's own logistics infrastructure, including economies of scale and streamlined operations. Ash expresses excitement about the potential of technology, particularly AI and machine learning, to transform logistics operations. By leveraging AI and robotics, they aim to enhance efficiency, reduce fulfillment times, and lower costs, ultimately helping their clients compete more effectively against e-commerce giants.   About Ash Jamshidpour: Ash Jamshidpour is the President and CEO of ShipTop, a leading North American e-commerce fulfillment service producer that launched in 2022. A Vancouver native, Ash graduated from the University of British Columbia, majoring in accounting and finance. He transitioned from an accounting job at Deloitte (2016-2020) to entrepreneurship, fueled by a passion for e-commerce that sparked during his college internship at a furniture dropshipping company. Ash's first venture, Bursera, an e-commerce brand focusing on sustainable aromatherapy, had immersed him in the world of retail, logistics, and e-commerce. Recognizing the challenges multi-channel e-commerce merchants face in shipping and logistics, Ash founded ShipTop in 2021 to provide scalable, efficient solutions. Now in its third year, ShipTop generates over $20 million in revenue, driven by a mission to empower e-commerce merchants through advanced technology and exceptional customer service.   About ShipTop: ShipTop is your trusted partner in omnichannel fulfillment, offering end-to-end logistics solutions from eCommerce and B2B distribution to retail fulfillment and ocean freight. We deliver a seamless experience, taking your products from origin to final mile. By combining cutting-edge technology, strategic warehouse locations, and a customer-first approach, we set new standards for reliability, agility, and client success in logistics. Our comprehensive services include direct-to-consumer fulfillment, B2B distribution, and tailored freight solutions, empowering businesses of all sizes to thrive in the digital economy. Rooted in integrity and transparency, ShipTop builds enduring partnerships based on trust, ensuring excellence and care in every interaction. 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 ShipTop website at https://shiptop.com/ Check out ShipTop on LinkedIn at https://www.linkedin.com/company/shiptop Check out Ash Jamshidpour on LinkedIn at https://ca.linkedin.com/in/ashjamshidpour 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 Critical Importance of Intellectual Property Protection for Businesses and Innovators In a recent episode of "The Thoughtful Entrepreneur," host Josh engages in a compelling discussion with Daniel Scola, the managing partner of Hoffman & Baron LLP, a law firm specializing in intellectual property (IP) protection. The conversation centers around the critical importance of safeguarding intellectual property for businesses and innovators. This blog post will break down the key insights and actionable advice shared during the episode, providing a comprehensive guide for listeners and readers alike. Josh opens the episode by inviting listeners who are seeking connections with partners, investors, influencers, and clients to explore his services. He shares his extensive experience, having had private conversations with over 2,000 leaders to understand where their best business opportunities arise. Josh offers a free video resource that outlines steps to achieve 100% inbound marketing in one’s industry over the next six to eight months, emphasizing a spam-free, ad-free, and sales-free approach. He encourages listeners to visit his website, Up My Influence, to access this valuable content. After the introduction, Josh welcomes Daniel Scola to the podcast. Daniel is introduced as the managing partner of Hoffman and Baron LLP, and listeners are directed to the firm’s website for more information. Daniel expresses his gratitude for the opportunity to join the conversation. Daniel explains that his firm focuses on protecting clients' ideas through various forms of IP, including patents, trademarks, and copyrights. He emphasizes that ideas are foundational to society and business, serving as the driving force behind innovation and economic growth. Daniel highlights that many businesses overlook the significance of IP, which can create competitive advantages and barriers to entry in the market. He shares success stories, such as a group of doctors who developed a groundbreaking medical device for treating atrial fibrillation (AFib) and secured hundreds of patents, ultimately selling their IP to a major company for over $250 million. Daniel also outlines the key steps in securing a patent and stresses the importance of confidentiality agreements when discussing ideas with potential partners or investors.     About Daniel Scola: Daniel Scola is a seasoned intellectual property professional with particular expertise in developing, procuring, and defending IP estates across patents, trademarks, and copyrights. He has extensive experience representing clients before courts and various Patent Offices worldwide. Daniel specializes in post-grant proceedings, including Inter Partes Review (IPR), Derivation, and Post Grant Review (PGR) cases. His practice encompasses a wide range of opinion work, including freedom-to-operate assessments, patentability evaluations, validity determinations, and non-infringement analyses. Daniel also conducts thorough IP due diligence investigations and negotiates technology agreements, IP licensing agreements, and entertainment contracts. With in-depth knowledge of foreign patent and trademark oppositions, he has a proven track record in EPO Oppositions and Appeals, positioning him as a valuable asset in the field of intellectual property law.     About Hoffman & Baron, LLP: A full-service law practice specializing in all areas of intellectual property, both domestically and internationally. They prioritize quality without compromise, providing a cost-effective approach to achieve the most favorable outcomes for their clients. Guided by principles of commercial success, efficiency, and discipline, they navigate the complexities of IP law. Founded in 1984 by co-founders and partners Charles R. Hoffmann and Ronald J. Baron, the firm has established offices in New York, New Jersey, and Washington D.C. It serves clients globally across various scientific and engineering fields.   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 Hoffman & Baron, LLP website at https://www.hbiplaw.com/ Check out Hoffman & Baron, LLP on LinkedIn at https://www.linkedin.com/company/hbiplaw/ Check out Daniel Scola on LinkedIn at https://www.linkedin.com/in/danielscola/ 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 the Inner and Outer Game of Success   In a recent episode of our podcast, we had the pleasure of hosting Dr. Noah St. John, a prolific author and founder of SuccessClinic.com. Known as "Doctor Noah," he has written over 25 books, including his latest, "The Seven Figure Expert." Dr. Noah specializes in helping entrepreneurs and business leaders achieve significant financial growth while reclaiming their personal lives. This episode delves into the dual aspects of success: the "inner game" and the "outer game." Dr. Noah St. John is a renowned expert in personal and professional development. His unique approach focuses on helping clients make more money in just 12 weeks than they did in the previous year, all while maintaining a balanced life. He challenges the conventional hustle culture that promotes relentless work without breaks, advocating instead for a balanced approach where business serves the individual, not the other way around. The inner game refers to the mental and emotional aspects of success, including mindset, beliefs, and emotional states that influence actions and decisions. According to Dr. Noah, a staggering 90% of success stems from mastering the inner game. A significant part of the inner game is what Dr. Noah refers to as "head trash," which describes the negative self-talk and limiting beliefs that hinder individuals from pursuing their goals. By recognizing the impact of head trash, individuals can begin to take steps to eliminate it from their mindset. Dr. Noah also stresses the importance of emotional motivation, urging people to concentrate on the emotions associated with their goals rather than just the material aspects. Additionally, he highlights the power of gratitude, sharing a personal story from 2007 when he faced significant financial challenges and realized the importance of focusing on what he still had. For those interested in diving deeper into these concepts, Dr. Noah's new book, "The Seven Figure Expert," is available for free (with shipping costs) at sevenfigureexpertbook.com.   About Dr. Noah St. John: NOAH ST. JOHN, PhD is known as “The Father of AFFORMATIONS®” and “The Mental Health Coach to The Stars.” He’s also CEO of SuccessClinic.com, a global peak performance and business growth company. Working with Hollywood celebrities, 8-figure company CEOs, professional athletes, top executives and elite entrepreneurs, Noah’s coaching clients have added more than $2.8 Billion dollars in sales since 1997 by following his legendary methods. Noah is the only author in history to have works published by HarperCollins, Hay House, Simon & Schuster, Mindvalley, Nightingale-Conant, and the Chicken Soup for the Soul publisher. Noah’s mission is to eliminate not-enoughness from the world and he is internationally recognized for his signature coaching services; facilitating workshops at companies and institutions across the globe, and appearing on over 1,000 media outlets including ABC, NBC, CBS, Fox, The Hallmark Channel, NPR, PARADE, SUCCESS, Entrepreneurs on Fire, The Jenny McCarthy Show, Woman’s Day, Los Angeles Business Journal, Entrepreneur, Thrive Global, Selling Power and The Huffington Post. Noah is also famous for inventing AFFORMATIONS® - a new technology of the mind – and helping busy people enjoy more wealth, health, and happiness with less stress.   About "The Seven Figure Expert": In this book, you'll discover the exact strategies that legendary business coach Dr. Noah St. John used to transform his business and personal life. You'll learn his iconic 7-Figure Expert Formula and how to leverage the 5 Focus Factors to achieve more impact, influence, and financial freedom. Dr. Noah St. John has been at the forefront of the expert industry for more than 25 years and has invested over $672,168.50 to learn the secrets of the world's most successful experts. Now he’s on a mission to empower people to put their business on autopilot so they can be present for their loved ones while giving back generously. In The 7-Figure Expert, you’ll discover how to break through your income ceiling, create multiple streams of income, and make money on autopilot without wasting any more time and money listening to the “gurus.” Whether you're just starting out or you're already a successful entrepreneur, The 7-Figure Expert will help you unlock your true potential and achieve the life you've always dreamed of. Don't miss this opportunity to learn from one of the world's leading experts in business and personal 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 Dr. Noah St. John's website at https://noahstjohn.com/ Check out "The 7 Figure Expert" book website at https://7figureexpertbook.com/free-book-secure Check out Dr. Noah St. John on LinkedIn at https://linkedin.com/in/noahstjohn/ Don’t forget to subscribe to The Thoughtful Entrepre

Unlocking Sales Success: The Key to Structuring Your Sales Process   In a recent episode of our podcast, we had the pleasure of hosting Kayvon Kay, a renowned business growth consultant and the founder and CEO of The Sales Connection. The discussion delved into the critical challenges that founders face when transitioning from being deeply involved in sales to effectively managing a sales team. Kayvon shared invaluable insights on optimizing sales processes, the significance of structured onboarding, and the common pitfalls that can arise when hiring sales personnel. This blog post will break down the key takeaways from the episode, providing actionable advice and thorough explanations to guide business owners and founders. Kayvon Kay began by explaining the mission of The Sales Connection. The agency specializes in helping coaches, consultants, and business owners enhance their sales teams' performance. They offer tailored solutions, whether that involves building an entire sales department from scratch or working directly with business owners to free them from the sales process, allowing them to focus on managing their companies. Kayvon emphasizes that simply hiring a salesperson is not a panacea for sales challenges. In fact, it can lead to more problems if not approached correctly. Kayvon stresses the necessity of having a well-defined sales process in place before bringing in new sales personnel. Many founders mistakenly believe that a good salesperson can thrive in an unstructured environment. However, without a solid sales process to support them, new hires are often set up for failure. He also highlights common mistakes, such as expecting salespeople to fix marketing problems, lack of structure, and hiring the wrong fit. By implementing structured onboarding programs, clear sales goals, and a thorough hiring process, founders can transition from being sales-driven to focusing on broader business goals, ultimately leading to sustainable business growth.   About Kayvon Kay: Kayvon Kay, a force of nature in the sales world, turning every challenge into a win and every opportunity into gold. Growing up in a tough town, he didn’t just overcome obstacles; he used them as stepping stones to greatness, training over 30,000 sales professionals and skyrocketing a business to $38 million swiftly. Kayvon isn’t just about hitting numbers; he’s about changing the game. His book, "Becoming Unbreakable," is more than a guide—it's a philosophy that transforms setbacks into successes and obstacles into victories. Starting from the grassroots of sales to becoming a linchpin for scaling companies, Kayvon’s path is a testament to resilience and strategic genius. He’s not just at the peak of his career; he’s a beacon for others, guiding the way to success. Prepare to be inspired by Kayvon’s journey, where sales are about meaningful connections, success is about relentless pursuit, and every day is an opportunity to be extraordinary.   About The Sales Connection: The firm specializes in remote outsourced sales and sales management, focusing on building, training, and optimizing sales departments for its clients. It scales companies through unmatched recruitment, onboarding, and CRM systems, delivering measurable and significant sales improvements for each partner. Having trained over 15,000 sales professionals across more than 100 countries, the firm empowers top-performing salespeople and teams to become unstoppable in their pursuits. 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 Sales Connectionwebsite at https://thesalesconnection.com/ Check out The Sales Connection on LinkedIn at https://www.linkedin.com/company/startconnectingnow/ Check out Kayvon Kay on LinkedIn at https://ca.linkedin.com/in/kayvonkay 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 Hospitality Staffing Landscape   In a recent episode of "The Thoughtful Entrepreneur," host Josh delves into the intricacies of the hospitality staffing industry with Kathleen Hurtubise, the CEO and founder of Aloha Hospitality Professionals (Aloha HP). Based in Hawaii, Aloha HP specializes in staffing for the hospitality, light industrial, and administrative sectors. Kathleen shares her unique approach to recruitment, the importance of soft skills, and innovative strategies to connect job seekers with employers. This blog post will break down the key takeaways from their conversation, offering actionable advice for business leaders in the hospitality industry and beyond. Kathleen highlights the pressing need for workers in the hospitality industry, where many companies struggle to find qualified candidates despite a large pool of potential employees. One of the standout strategies discussed is the concept of "exposure ships." This innovative approach involves organizing events where high school seniors can volunteer and gain exposure to various businesses. For example, at a recent festival in Hawaii that attracted 70,000 attendees, Aloha HP coordinated hundreds of high school seniors to volunteer. This allowed students to showcase their work ethic and skills in real-time to potential employers, creating a unique opportunity for both parties. Kathleen emphasizes the importance of soft skills, which she refers to as "beingness." Employers are increasingly looking for candidates who not only possess the necessary technical skills but also demonstrate qualities such as integrity, teamwork, and a genuine care for their work. Aloha HP has developed a set of "ten golden rules of aloha" that guide their hiring process. These rules emphasize the importance of showing up on time, being a team player, and having a strong work ethic. Kathleen asserts that organizations often get what they tolerate. If they accept mediocrity, that is what they will receive. At Aloha HP, there is a strong emphasis on punctuality and accountability. Employees are expected to arrive 15 minutes early for their shifts, reinforcing the idea that showing up on time is a fundamental aspect of professionalism. About Kathleen Hurtubise: An innovative force in the staffing and events management industries, Kathleen Lin-Hurtubise is the founder & president of Gourmet Events Hawaii (GEH), an award-winning full-service production, catering, and event management company, and Aloha Hospitality Professionals (AlohaHP), the first full-service staffing agency in Hawai'i dedicated to temporary and permanent placements in hospitality, entry-level administration, and light industrial work, as well as day labor support for caterers, stadiums, and venues. As a businesswoman and yogini, Lin-Hurtubise is committed to providing #BestSelfThroughService, ensuring that the company’s temp team members are reliable and genuinely care about their work. Prior to founding GEH and AlohaHP, Lin-Hurtubise served as the Field Office Director in Massachusetts, Alaska, and finally Hawaii, where she recruited and developed thousands of staff who mobilized communities around environmental and consumer issues. She also served as the Hawaii Director of the Muscular Dystrophy Association. She received her master’s degree in political science and government from the University of Hawai'i at Mānoa. Lin-Hurtubise has presented at various conferences and special events, including the 2019 Special Event Conference in San Diego and the East Meets West Conference in Honolulu. She is a multiple-year recipient of Pacific Business News’ (PBN) Women Who Mean Business Award and the 31st Annual SBA Awards. Kathleen Lin-Hurtubise, along with her husband and two sons, resides in the Bay Area of California, and frequently travels back to Honolulu, Hawaii, to work with her team at Office #1.   About Aloha HP: Aloha Hospitality Professionals (AlohaHP), the first full-service staffing agency in Hawai'i dedicated to temporary and permanent placements in hospitality, entry-level administration, and light industrial work, as well as day labor support for caterers, stadiums, and venues.   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 Aloha HP website at https://www.alohahp.com/ Check out Aloha HP on LinkedIn at https://www.linkedin.com/company/aloha-hospitality-professionals Check out Kathleen Hurtubise on LinkedIn at https://ca.linkedin.com/in/kathleenhurtubise 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 abo

Creating Inclusive Workplaces: Essential Strategies for Enhancing Accessibility   In the latest episode of The Thoughtful Entrepreneur, the host delves into the critical topic of accessibility in business, particularly for neurodivergent individuals. The guest, Rebecca Prejean, CEO and founder of E.B. Graphics and Consulting, shares her expertise on making workplaces and online environments more accessible. This blog post will break down the key insights and actionable advice from the episode, providing a comprehensive guide for businesses looking to improve their accessibility practices. Rebecca Prejean is introduced as the guest of the episode. With a decade of experience in the field, she is dedicated to ensuring that individuals with neurodivergent conditions can thrive in the workplace. Her consulting work focuses on making businesses more accessible, including improving website accessibility and creating inclusive internal and external assets. Rebecca explains that neurodivergence encompasses a wide range of conditions, including autism, ADHD, dyslexia, and even temporary disabilities such as color blindness or mobility issues. She emphasizes that billions of people worldwide are neurodivergent, and businesses must recognize the importance of accessibility to engage this significant demographic. Rebecca highlights that many companies overlook simple yet effective accessibility measures. For example, using alt text for images on websites allows individuals using screen readers to understand the content of images, thereby improving their overall experience. She also stresses that accessibility is not just a "nice to have" but a critical business strategy. By making their products and services accessible, businesses can tap into a broader market, leading to increased engagement and revenue. Rebecca concludes by inviting listeners to connect with her through her website, eBGC.net, where they can learn more about her consulting services and upcoming community initiatives focused on accessibility. About Rebecca Prejean: Rebecca Prejean is an experienced Accessibility Consultant committed to fostering inclusive and accessible environments for all. With a strong background in Learning & Development, she specializes in creating programs and resources tailored to support individuals with Autism, ADHD, Dyslexia, and other neurodivergent conditions. A passionate advocate for neurodiversity, [Name] strives to break down barriers and promote understanding in both professional and personal spheres, ensuring that everyone has the opportunity to thrive. About E.B. Graphics and Consulting: E.B. Graphics and Consulting is a team that transforms businesses with tailored accessibility solutions designed to enhance user experiences for everyone, particularly individuals with ADHD, Autism, Dyslexia, and other disabilities. They are dedicated to ensuring that products, services, and spaces are welcoming and functional for both employees and customers, fostering an inclusive environment that benefits all. 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 E.B. Graphics and Consulting website at https://www.ebgc.net/ Check out E.B. Graphics and Consulting on LinkedIn at https://www.linkedin.com/company/ebgconsults Check out Rebecca Prejean on LinkedIn at https://www.linkedin.com/in/rbprejean/ 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 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