Growing with Purpose

Profit. Purpose. Financial Clarity. In this episode of Growing With Purpose, Jean Moncrieff sits down with Brandon Neely, real estate investor, entrepreneur, Co-Founder and CEO of Wealth Wisdom Financial and founder of Counterflow, for an honest conversation about money, systems, and what it really takes to build a business that lasts. Brandon shares the story of launching a purpose-driven coffee shop during the 2008 financial crisis, bootstrapping the business through community support, and navigating personal hardship, financial strain, and a flood that nearly wiped everything out. That season reshaped how he thinks about profit, stability, and leadership. Today, Brandon helps business owners create financial structures that support long-term resilience. As a Profit First Professional and Bank On Yourself Professional, he focuses on helping operators build strong cash flow systems that give them flexibility and peace of mind. This conversation explores: • Why entrepreneurship requires a true sense of calling • What most business owners misunderstand about profit • How financial chaos affects marriages, families, and leadership • The connection between personal wealth and business health • Why stillness and self-awareness matter in financial decision-making • Building systems that create stability, not stress At its core, this episode is a reminder that profit is not selfish. When approached intentionally, it becomes a tool for stewardship, resilience, and long-term impact. A thoughtful conversation for leaders who want their business and their life to work together, not compete with each other.

High Performance. High Well-Being. Redefining Success. In this episode of Growing With Purpose, Jean Moncrieff speaks with Ashish Kothari, Founder and CEO of Happiness Squad, about success, well-being, and what it truly means to live and lead a meaningful life. Ashish reflects on his journey from a high-pressure career at McKinsey to a deeper exploration of happiness, purpose, and human connection. He shares how anxiety and burnout became powerful catalysts for personal transformation, and why redefining success is essential for leaders who want to sustain both high performance and a fulfilling life. This conversation explores why high performance demands high well-being, the role of relationships and community in flourishing leadership, and how small, consistent micro-practices can create lasting change. Ashish also challenges common misconceptions about happiness, reminding us that it is not something to chase, but a byproduct of living with purpose, service, and care for others. Key themes include: High performance and high well-being Burnout and personal transformation Redefining success and significance Relationships and community Micro-practices for sustainable change Purpose-driven leadership A thoughtful and grounding conversation for leaders seeking to build lives and organizations that truly flourish.    

Leading with Purpose. Building a Values-Driven Business. In this episode of Growing With Purpose, Jean Moncrieff speaks with John Costello, owner of Cherry’s Industrial Equipment Corp, about his leadership journey and the evolution of building a values-driven company. John reflects on aligning personal and company values, navigating the emotional challenges of ownership, and learning how to let go in order to empower others. He shares why transparency, gratitude, and employee well-being are foundational to strong business culture, and why running a purpose-driven company is harder, but ultimately more fulfilling. This conversation explores the balance between hard and soft skills, the realities of leadership growth, and the lasting impact businesses can have on their people and communities. Key themes include: Purpose-driven leadership Company values and culture Transparency and trust Employee engagement Community impact Personal growth as a leader A thoughtful and honest conversation for leaders who believe business can be a force for good.

In this episode of the Growing with Purpose podcast, host Jean Moncrieff sits down with Megan Gluth, CEO of Catalynt, for an honest conversation about resilience, self-awareness and leading with steadiness in uncertain times. Megan shares her journey from an “accidental entrepreneur” to the leader of a merged, $100M business. She reflects on how growing up with limited resources shaped her resourcefulness and scrappiness, and how personal loss led her to a new beginning in the Pacific Northwest and eventually into the world of chemical distribution. Through acquisitions and a commitment to unity, she merged three companies into one culture-driven organization: Catalynt. Together, Jean and Megan explore what it means to build a supportive company culture rooted in honesty, trust and truth-telling. Megan describes her daily mindfulness practice, her approach to equanimity during crisis, and the importance of grounding leadership decisions in real data rather than noise. She also speaks candidly about the isolation leaders can face, the unique challenges women encounter in leadership roles, and the power of community and independent advisors. It’s a thoughtful and grounded conversation about resourcefulness, courage and the lifelong journey of cultivating self-worth as a leader. Timestamps 0:00 – Introduction and journey to leadership 2:43 – Merging businesses and creating Catalynt 5:39 – Navigating personal loss and career transition 8:29 – Self-discovery and leadership during crisis 11:09 – Consistency and equanimity in leadership 13:47 – Resourcefulness from adversity 16:52 – Building a supportive company culture 19:41 – Sensible leadership in uncertain times 22:44 – Maintaining balance and avoiding isolation 26:20 – The importance of independent advice 30:33 – Creating a culture of truth 34:09 – Women in leadership: breaking barriers 38:17 – The need for community support 43:12 – Cultivating self-worth as a leader

This is a very special episode of the Growing with Purpose podcast. For the first time, longtime host Paul Spiegelman takes the guest seat as he officially passes the torch to new host, Jean Moncrieff. Paul reflects on his transition from leading the Small Giants Community to launching Kintsugi Village, a nonprofit in Detroit dedicated to community, relationships, and innovative education. He and Jean discuss why relationships are everything in business and life, what it means to prepare the next generation of leaders, and how impact is best measured through stories, not just numbers. Together, Paul and Jean explore the themes of transition, purpose, and community — and Paul shares the personal lessons that shaped his leadership journey, from his family influences to the philosophy of “keeping it in the big ring.” It’s a thoughtful and inspiring conversation that celebrates Paul’s legacy with the Small Giants Community while looking ahead to what’s next. Timestamps: 0:00 – Introduction to Kintsugi Village 5:58 – The importance of community and relationships 11:50 – Navigating personal and professional transitions 18:05 – Preparing the next generation of leaders 28:30 – The circle of growth: culture and profitability 36:17 – Building community and trust 42:02 – Influences and inspirations for growth 47:49 – Personal stories and leadership lessons

This is a very special episode of the Growing with Purpose podcast. Not only are there two beloved return guests, but it’s also Paul’s last episode as host. As he transitions away from his role as the owner of the Small Giants Community to pursue his newest endeavor, Kintsugi Village, Paul is switching off the microphone. Talk about bittersweet! But before he does that, he has one last meaningful conversation with Leslie DeMent and Rob Dube, this year’s recipients of the Small Giants Hall of Fame awards.  Leslie DeMent is the winner of the Next Gen Hall of Fame award. She discusses with Paul the importance of building trust within a team, how she’s managed to instill Small Giants values in a company that’s not necessarily a Small Giant, and the impact that participating in the Leadership Academy has had on her journey. Rob Dube is the winner of the Founder/ CEO Hall of Fame award. He talks about how reading Bo Burlingham’s Small Giants book gave him permission to be himself at work, how he’s transitioned meaningfully into different leadership roles, and why he and the co-founder of imageOne decided to buy back the company when it was offered to them.Together, Leslie, Rob, and Paul discuss why being a purpose-driven leader is important to them. It’s an inspiring reminder of the power of community, and the ripple effects that one little book with a goldfish on the cover has had on us all.   Timestamps: 2:28 - Meet Leslie 7:00 - Meet Rob 12:40 - Leslie’s experience with the Leadership Academy 16:30 - Rob and big transitions 25:15 - Advice from Leslie and Rob 29:27 - Thank you and an announcement from Paul

On this episode of the Growing with Purpose podcast, host Paul Spiegelman speaks with Zach Mercurio, a researcher, author, and leadership development facilitator specializing in purposeful leadership, mattering, meaningful work, and positive organizational psychology. His latest book, The Power of Mattering, is available now.  Zach is an expert in the importance and implementation of mattering in the workplace, but it’s a path he had to carve out for himself. The desire to explore this topic was sparked in him after his first job out of college. Working in advertising sales, he noticed the jarring fact that he and his team treated their clients as a resource rather than people with their own lives and interests. When he went on to complete his PhD research, he befriended the custodians who were in the school buildings late at night like him. This led him to focus his research on people in overlooked (and often underinvested in) professions like cleaning, and how they experience meaning in their work.  Listen to this episode to learn Zach’s practical methods for scaling mattering in the workplace, the difference between mattering and belonging, and why Zach sees now as a time when people want to feel that they matter at their work more than ever.   Show Notes: 2:35 - What is mattering? 9:27 - “Work was always an act of community” 14:37 - Early influences & Zach’s PhD research 24:40 - “Common sense is not common practice” 39:00 - How to scale mattering

On this episode of the Growing with Purpose podcast, host Paul Spiegelman speaks with Greg Toback, Founder and CEO of Resolute Dental Partners.  As a periodontist and member of the healthcare community, Greg has seen various areas of the industry become consolidated over the years. In 2018, he decided to do his part in keeping practices doctor-owned. When two fellow dentists in his community felt they had no other option but to sell to a private equity organization, Greg stepped in and purchased their practice. This eventually led to Resolute Dental Partners, and they now have seven locations, all with strong leaders who can implement the company’s values while still leading with their own style. It took years of learning (and reading the Small Giants book!) to get to where they are now, but Greg is passionate about keeping the ever important doctor-client relationship at the core of their culture.  Tune in to this episode to hear Paul and Greg discuss the changing landscape of the healthcare industry, Greg’s near career shift into telecommunications, and much more.   Show Notes:   6:13 - A changing industry 17:09 - Implementing Small Giants ideas 25:06 - Early influences 37:00 - Difficult decisions 41:33 - Advice to young people

On this very special episode of the Growing with Purpose podcast, I sit down with Hamsa Yaqo, formerly the Executive Director of the Small Giants Community, and now a board member. Hamsa is also the Co-Founder of Kintsugi Village, a non-profit hub in Detroit that will provide a childhood education center, artist incubator, culinary kitchen, and more to the local community.  Many of you likely know Hamsa as the bright, caring leader who helmed the Small Giants Community operations for nearly a decade. But you may not know about her previous time in the education and tech sectors, as well as her journey with her family from Iraq to the US when she was 12 years old. All of these experiences have shaped Hamsa into the leader she is today; ready to embark on a new journey in the non-profit space and give back to a city that she loves. Listen to this episode to hear Hamsa and I discuss what it was like for her to be the eldest child of an immigrant family, how learning a new language in a new country made her resourceful, the tough lessons she’s learned as a leader, and so much more.    Show Notes: 3:32 - A serendipitous Small Giants journey 5:45 - Moving fast at Mango Languages 10:05 - A childhood on the move 20:06 - Building bonds in academia  29:10 - Areas for improvement 34:18 - “You have to enjoy what you do”

On this episode of the Growing with Purpose podcast, host Paul Spiegelman speaks with Kevin Schnieders, Chief Servant Leader and CEO at Educational Data Systems, Inc. (EDSI).  From sports broadcaster to English teacher to owner of the family business, Kevin has tried on several seemingly different careers, but he’s always had a throughline: a passion for connecting with people. When he stumbled into working for his father’s business, he realized he could make an impact, and enjoyed the opportunity to work with his dad. EDSI has grown from a team that was in the single digits to an employee population of 900 over the decades. Kevin still finds purpose in the work the company does to help people who are economically disadvantaged, and has successfully scaled their people-focused culture. Tune into this episode to hear how Kevin was one of the early adopters of the term “servant leadership”, how he stays connected with all 900 of his employees, and why he’s continually trying to be a better listener.    Show Notes: 3:30 - What is a Chief Servant Leader? 12:47 - Early influences + family business matters 22:20 - Translating the culture to the customers 33:00 - Advice to young people

On this episode of the Growing with Purpose podcast, host Paul Spiegelman sits down with Amy Courter, the Principle of Azimuth Centers of Excellence and a Certified EOS Implementer. Amy grew up outside of Flint, MI with humble beginnings and parents who lived out their heart-first, community values. She adopted those same values and wanted to find ways to be a part of and give back to her community. After excelling at a law enforcement program in high school and wanting to stay involved, she enrolled in the Civil Air Patrol, and has been a member ever since.  From the Civil Air Patrol and beyond, Amy has found ways to marry career and community. While working for a large tech company, she found purpose and alignment in her small, entrepreneurial clients. And now, as an EOS implementer, she appreciates working with a wide array of clients, many of which do meaningful work. Tune in to this episode to hear Amy and Paul discuss how she’s adapted her experiences to fit many different roles, how being an athlete influenced her professional life, and why she took theater classes in college.  Show Notes:   2:35 - EOS and culture 8:57 - Early influences 18:37 - Joining the Civil Air Patrol 24:00 - Not a career path, but a scavenger hunt 30:15 - Sports and community involvement

On this episode of the Growing with Purpose podcast, host Paul Spiegelman sits down with Kyle David, CEO of The Kyle David Group. He is also a graduate of the Small Giants Leadership Academy Class of 2021. Kyle got his professional career started earlier than most. Due to childhood autoimmune issues, he couldn’t participate in a lot of physical activities, and instead turned to reading – mostly books about technology and business. This self education led to a job with a consulting firm at just 14 years old. Thanks to a meritocracy culture and supportive mentors, Kyle was able to grow his skills as a technology consultant well before he could drive himself to his clients (good thing his colleagues didn’t mind giving him a lift!).  When Kyle started his own firm after school, he took the values from both his previous job and his church upbringing and instilled them into his own culture. Now, Kyle takes pride in leading an organization that gives back to its people and works with values-aligned clients.  Listen to this episode to hear about Kyle’s jump start in the consulting world, his grandfather’s wise words about entrepreneurship, and what growing up in a church-focused household taught him about leadership.    Show Notes: 1:11 - In his Doogie Howser era 13:33 - A grandfather’s wisdom 24:10 - Challenges & humbling moments 32:35 - “Establish humility young”

On this episode of the Growing with Purpose podcast, host Paul Spiegelman sits down with Bill Roark, co-founder of Torch Technologies, Inc., as well as the founder of Starfish Holdings, Inc. and Freedom Real Estate & Capital, LLC. He is also the author of Built with Purpose.    Bill grew up in the mountains of Southeastern Kentucky, in a small community where people looked out for one another. From a young age, he learned the importance of a strong work ethic and treating people with kindness and respect. By the time he had gained some defense work experience and started Torch Technologies, he knew that if he took care of his employees, they would in turn take care of the company and their customers.   With this employee-focused mindset, as well as his desire to create a long-term, sustainable company, it felt like the natural decision for Bill to turn Torch into an ESOP right away. And that has proved to be a crucial component of the company’s cooperative culture, especially in a competitive contracting industry.   Listen to this episode to hear about Bill’s passion for employee ownership, why he emphasizes integrity in his companies’ cultures, and the very important lesson that carpet samples taught him.    Show Notes: 7:20 - What is a defense contracting business? 10:27 - Employee-focused napkin manifesto 15:50 - “The mountain people are good people” 21:40 - Life lessons from carpet samples 32:10 - Define your principles

On this episode of the Growing with Purpose podcast, host Paul Spiegelman sits down with Danielle Krischik, Partner and Chief Strategy Officer of Knight Agency.  It’s no wonder that Danielle has a passion and a talent for storytelling, because her life has all of the trappings of a good story: joy and heartbreak, struggle and triumph. Danielle grew up in a house alive with love, family, and even a chocolate factory in the basement! But in a condensed amount of time, she lost all of the most important adults in her life, and was forced to grow up and take care of herself to survive. She moved from New York to Florida for college, got a job out of her internship, and has been building her career steadily ever since.  Although she experienced heartbreak from a young age, Danielle exudes warmth and positivity, and has made her story into one about growth and compassion. Tune into this episode to hear Paul and Danielle discuss the importance of human connection in business, Danielle’s transformative work trip to Dubai, and why she roots for the villain in movies.    Show Notes: 5:13 - The power of purpose-driven storytelling 9:35 - Life is like a box of chocolates  24:40 - Human connection in business  31:46 - “Do not aim for perfection”

On this live recorded episode of the Growing with Purpose podcast, host Paul Spiegelman speaks with David Friedfeld, president of ClearVision Optical, one of the largest family-owned eye distributors in North America.    The Clear Vision story starts with David’s father, a Navy veteran who was looking for his next chapter in life, and found it in a six-week optometry program. After becoming licensed and working for someone else for several years, he began his own business, looping family in along the way. Now the company is celebrating its 75th anniversary, and with David and his brother Peter at the helm, it remains a family affair.   And while working with family naturally comes with its tough moments, ClearVision is a testament to how a family can come together to create a successful, healthy, and welcoming business that positively impacts a community far larger than their own family tree.   Tune in to this episode to hear Paul and David bond over being failed-attorneys-turned-entrepreneurs, the highs and lows of scaling culture alongside a growing business, and David’s fragrant race routine from his track days.    Show Notes: 4:08 - A culture that's 75 years strong 16:35 - Getting the real family stories 27:53 - Scaling culture

On this episode of the Growing with Purpose podcast, host Paul Spiegelman speaks with Matt Hoying, President of Choice One Engineering.    Matt grew up on a farm in Ohio with a loving and supportive family. And while both his parents held jobs in addition to running the farm, Matt’s mom always found the time to go out to the edge of their rural property with him and look up at the stars. This ritual not only taught Matt the value in slowing down, but showed him that he was a part of a world much bigger than himself, and he had a responsibility to make sure his contribution was a positive one.   Fast forward to 2004, when Matt interned at Choice One. He saw that the founders of the engineering firm had created a special culture where people mattered and integrity was central, and he wanted to be a part of it. As Matt’s risen through the ranks, he’s maintained his stargazing mentality: to appreciate what was created before him, while also committing to positively impacting the company and its legacy.    Tune into this episode to hear about Matt’s personal vision and how it influences his leadership style, Choice One’s emphasis on two-way communication, and the importance of teachers in shaping Matt’s career path.    Show Notes: 2:09 - Clarity in culture 6:10 - Bolstering the feedback loop 9:40 - From intern to president 12:28 - Early influences 33:02 - Getting checked by his own culture

On this episode of the Growing with Purpose podcast, host Paul Spiegelman speaks with Mikel Berger, a self-proclaimed uncertified entrepreneur and Chief of Staff of Little Engine Ventures.   Mikel grew up on a farm in northern Indiana, and while his upbringing taught him to love building things and problem solving, he also wanted to distance himself from that lifestyle. He saw his father, a farmer, as somebody whose livelihood was reliant on the weather and other things out of his control. So Mikel went into software engineering, or “typing for a living”, and eventually wound up creating Little Engine Ventures alongside his business partner. What he realizes now is that his father was a small business owner all along, and that every single career path has elements that will inevitably be out of your control.   Tune into this episode to hear Paul and Mikel discuss the delicate act of transitioning a business to a new owner, the good kind of pressure needed for businesses to thrive, and why Mikel likes working in the skydiving industry.    Show Notes: 10:05 - “It’s really your people” 12:30 - The good kind of pressure 17:58 - Early days of leadership learning 30:46 - Humbling experiences

On this very special episode of the Growing with Purpose podcast, host Paul Spiegelman speaks with the inaugural inductees of the Small Giants Hall of Fame: Sabrina White and Tom Walter!    Alongside celebrating 15 years of the Small Giants Community, we’re happy to share the creation of the Small Giants Hall of Fame. What will be an annual award moving forward has now seen its first batch of nominees, finalists and inductees - a process that heavily involved Small Giants Community members.    Sabrina White is the Hall of Fame inductee representing Next Gen Leaders. In this episode, she shares with Paul what it has meant to her to grow as a leader alongside her team at Text-Em-All, as well as her involvement in the Small Giants Leadership Academy and its impact on her.   Tom Walter, the inductee representing Founders/CEOs, shares how he went from a command-and-control leader to a values-based leader thanks to his team at Tasty Catering. He also discusses how he discovered the Small Giants Community in its infancy, and what it has meant to him as he strives to continually learn from his peers.    Paul, Sabrina, and Tom reflect together on what having a values-based community means to them as business leaders, the importance of recognition, and why they all continue to see value in engaging with the Small Giants Community.    Show Notes: 4:00 - Sabrina’s growth as a leader 8:58 - The impact of the Leadership Academy 11:40 - Tom’s intro to the Community 14:37 - Transforming into a Small Giants leader 18:08 - Can people & profit coexist? 23:25 - Advice for leaders

It’s hard to believe that it has been 15 years since Bo and Paul started the Small Giants Community! Like many of us, Paul was inspired by Bo’s book and that started a series of conversations, leading to them bringing purpose-driven leaders together as a Community. Years later, the principles Bo wrote about in his book are stronger than ever, and we’ve seen the focus on culture and values become company differentiators. All of us continue to benefit from relationships and learnings with like-hearted leaders. In this episode - a special live recording of the Growing with Purpose podcast - Paul and Bo take a walk down memory lane, share stories and challenges, and reflect on what’s changed over the last 15 years. From what happened to the original companies Bo wrote about, to how the Community has evolved and what lies ahead, we hope you enjoy this touching celebration and fireside chat!   Show Notes: 1:50 - It all began with a book 10:40 - Why Small Giants fail 15:10 - Paul and Bo's first interaction 25:05 - Endurance of Small Giants companies 33:40 - Making tough choices as Small Giants 

On this episode of the Growing with Purpose podcast, host Paul Spiegelman speaks with Dawn Abbott. Dawn is an author, EOS implementer, and owner of three businesses: Fun Productions, Connections Team Building, and Abbott Coaching.    Early on in their marriage, Dawn and her husband, Tim, knew that they weren’t going to be able to get where they wanted to go in life by working for others. So, they saw a niche and a need in the special events space and created Fun Productions, an amusement rental company.   In 2013, with their two sons both about to be in college, Dawn and Tim thought they were ready to slow things down. However, life had other plans, and Dawn became pregnant with their third child, who she calls her “accidental blessing”. Tragically, only several months after their daughter was born, Tim died in a boating accident. Before Dawn knew it, her life was flipped on its head, and she had no capacity to run her business.   But her employees stepped up and helped carry the company through this tough time, teaching Dawn some valuable lessons about gratitude, leadership, and the importance of a strong culture. From there, she made significant changes to focus on caring for her team, a move that not only felt better, but worked better financially.    Tune into this episode to hear Paul and Dawn discuss the difficulty of losing someone close as well as a business partner, how EOS has shaped Dawn’s view on business, and having her eldest son take the reins of the company.    Show Notes: 4:43 - When life flipped on its head 9:45 - Walking in the light of gratitude 17:15 - Early influences & experiences 21:13 - Family transitions 26:05 - “Your Life Is Not a To-Do List”