Be the Anchor – Strategies and Support for Small Business Owners

In this deep, vulnerable, and powerful episode of Be the Anchor, Kari welcomes her long-time friend and financial powerhouse, Jillian, for a raw conversation about success, identity, and what it really means to thrive as a woman in today’s world.From money mindset and family dynamics to philanthropy, partnership, motherhood, and ambition - this episode is a call for women to stop playing small, to own their power unapologetically, and to be seen for the impact they’re making in the world.Key Topics Discussed:Moving beyond traditional roles and expectations.The fear of being “too much” when you’re ambitious or successful.How wealth is perceived differently for women.Letting go of guilt around financial success.Raising daughters who see success as normal.Modeling leadership and contribution, not hustle and depletion.Why visibility matters—and why it’s not the same as arrogance.The emotional impact of shrinking to stay likable.Real stories of being misunderstood or judged for ambition.Resilience as a superpower.Building supportive partnerships at home and at work.Creating sustainable businesses with boundaries and systems.Teaching kids generosity and values.Using wealth as a tool for legacy, not ego.Why we need spaces for brave conversations among women.Celebrating each other’s wins without shrinking ourselves.This episode is more than a conversation; it’s a rally cry for women who are ready to stop playing small and start showing up boldly in their businesses, families, and communities. As Kari and Jillian remind us, it’s not about ego, it’s about impact. And when women lead unapologetically, everyone benefits.Whether you're just starting out or sitting at the helm of something incredible, this episode is a reminder that you don't have to choose between being kind and being powerful; you can be both.So step forward. Take up space. Be the anchor.Listen and subscribe on Apple Podcasts or Spotify—start building a business that works for you—not just because of you. Work with Kari: Anchored Leadership AcademyPrivate Business and Leadership CoachingContact Kari Lotzien | Be the Anchor: Website: BeTheAnchor.caFacebook: BeTheAnchorLtdInstagram: BeTheAnchor.caLinked In: Kari Lotzien Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Replay - This is one of our listeners all time favorite episodes.  Be sure to sign up for our newsletter for all the latest updates, resources and more.Leadership goes far beyond managing people, having the most knowledge, or the most experience. Leadership is a completely separate skill from what most of us learn in traditional schooling. In this episode, I am delving into the key principles of leadership and the foundations of the Anchored Leadership Academy. Leadership is about fostering true collaboration and finding the best in people. It starts with the ability to self-reflect and self-regulate. This episode is a must-listen for anyone looking to enhance their leadership skills, whether in business, community, or personal life.Key Points:Understanding Leadership:Leadership is more than being the boss—it's about collaboration, understanding, and facilitating growth within a team.The traditional idea of leadership as merely directing others is outdated. True leadership involves optimizing the talents and strengths of members to reach a collective goal.Self-Regulation as a Leadership Skill:Effective leaders manage their own emotions and reactions, creating safe spaces for others to contribute without fear of shame or ridicule.Self-regulation includes being mindful of body language, tone, and facial expressions to ensure they align with a supportive leadership style.Listening and Observing:Great leaders are often not the loudest in the room. They excel at listening, observing, and understanding the dynamics within a team.By noticing gaps and encouraging quieter voices, leaders can create a more balanced and inclusive environment.Asking Better Questions:Effective leaders ask questions that encourage reflection and collaboration rather than simply seeking agreement.Avoiding the word "why" in questions can prevent defensiveness and instead promote a more constructive dialogue.The Role of Leadership in a Technological World:In an era of automation and AI, leadership remains a distinctly human skill that cannot be replicated by technology.Leadership is essential in maintaining human connection and fostering meaningful collaboration in both business and community settings.Are you ready to take your leadership skills to the next level? Join the Anchored Leadership Academy and embark on a transformative journey to become the leader you aspire to be. This 12-week program is designed for business owners who are eager to scale their businesses, build strong team cultures, and lead with confidence. I have opened up a few spots for private business and leadership coaching for owners who would like a higher level of support. Private coaching clients work through strategic planning to identify needs and priorities in their business. Coaching is then customized to align with your plan and may include support for team development, operations, marketing and finances. Together, we design your business to integrate with the life you want.Resources discussed in this episode:Anchored Leadership AcademyPrivate Business and Leadership Coaching Contact Kari Lotzien | Be the Anchor: Website: BeTheAnchor.caFacebook: BeTheAnchorLtdInstagram: BeTheAnchor.caLinked In: Kari Lotzien Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

You started your business for freedom. Freedom to set your own schedule, work from anywhere, and create something meaningful. But does it really feel like freedom anymore?In this episode, Kari Lotzien dives deep into the hard truth that many entrepreneurs face: When your business relies completely on you, it’s not scalable. Kari walks you through the mindset shift required to evolve from business owner to true leader and why now is the perfect time to make that shift.This is a powerful conversation for solopreneurs and online business owners who are starting to feel the limits of doing it all themselves. If you’re resisting growth because it means more work, or you're stuck juggling too many roles, Kari helps you recognize the signs and what to do about it.Key Topics Discussed:The freedom paradox - why success can make you feel stuckHow to tell if you’re owning your business or just owning your jobThe internal tug-of-war between scaling and protecting your timeQuestions to uncover what you really love in your business (not just what you’re good at)A fresh look at how your business and life goals have evolvedThe danger of ignoring opportunities because you're maxed outWhy resistance to growth is often tied to a broken business modelThe two key questions:What opportunities are calling you?What have you been avoiding?Why leadership is the next step in reclaiming your freedomIf anything in today’s episode sparked a sense of recognition or even a little discomfort, that’s not a bad thing. It means you're ready. Ready to move beyond just running your business and into truly leading it. You’ve already built something amazing, but if you’re feeling stretched, stuck, or like you’re trading time for freedom, then it’s time to take the next step.You don’t have to do this alone. The next round of the Anchored Leadership Academy starts September 22nd, and it’s built specifically for online and virtual business owners who are ready to scale with strategy, purpose, and support. Apply to the Anchored Leadership Academy – This fall, Kari is launching a specialized cohort designed exclusively for virtual business owners. If you're ready to grow your team, scale your services, and lead with confidence—this is for you.Listen and subscribe on Apple Podcasts or Spotify—start building a business that works for you—not just because of you. Remote Leadership Assessment - Take it hereWork with Kari: Anchored Leadership AcademyPrivate Business and Leadership CoachingContact Kari Lotzien | Be the Anchor: Website: BeTheAnchor.caFacebook: BeTheAnchorLtdInstagram: BeTheAnchor.caLinked In: Kari Lotzien Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

In this episode, Kari shares a personal reflection on her own journey from traditional brick-and-mortar work to fully embracing the virtual business model. What started as a simple appreciation for cozy mornings and slippered workdays turns into a deep dive into the massive opportunities opening up for virtual business owners today.She unpacks why more professionals are moving into online spaces and why many are never going back. Kari explores the trends, the research, and the mindset shifts that are redefining how we work, hire, and lead.If you’re building a remote-first business or thinking about scaling your virtual team, this episode is filled with insights to guide you, and a few surprising stats that will open your eyes.Key Topics Discussed:Kari’s personal shift away from traditional office life and why she’ll never go backHow the pandemic pushed many into remote work, but pulled them into realizing its benefitsThe productivity and profitability perks of virtual businessReal-world examples from Kari’s clients across industries: financial, tech, design, and moreData-backed research: why employees are seeking remote jobs and how smart businesses are listeningWhy big corporations are forcing a return to office and what they’re missingThe leadership gap: why virtual businesses need stronger, more intentional leadership3 practical tools for building and leading a high-performing virtual teamA sneak peek into the Anchored Leadership Academy: Virtual Edition launching this fallThe way we work is changing and it's not slowing down anytime soon. Whether you’ve been running your business virtually for years or you're just starting to explore the shift, now is the time to lean into the opportunity that remote work offers. Profitability, flexibility, and productivity aren't just possible, they're thriving in the online space.Take the Free Assessment here – Discover your leadership strengths and identify the gaps holding your team back. It takes less than 10 minutes and gives you immediate insight into what’s next.Apply to the Anchored Leadership Academy – This fall, Kari is launching a specialized cohort designed exclusively for virtual business owners. If you're ready to grow your team, scale your services, and lead with confidence—this is for you.Listen and subscribe on Apple Podcasts or Spotify—start building a business that works for you—not just because of you. How Anchored is Your Remote Team - Take the Quiz __Work with Kari: Anchored Leadership AcademyPrivate Business and Leadership CoachingContact Kari Lotzien | Be the Anchor: Website: BeTheAnchor.caFacebook: BeTheAnchorLtdInstagram: BeTheAnchor.caLinked In: Kari Lotzien Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

In this episode, Kari explores the hidden challenges that come with the very freedoms that attract us to working online. Whether you’ve transitioned a traditional team to remote work or started your business virtually from day one, you’ll learn why flexibility, low overhead, and casual hiring processes can actually create roadblocks to scaling your team and how to overcome them. Kari draws from her own experience leading in-person, hybrid, and fully virtual teams to offer practical tips for building structure, fostering connection, and maintaining strong communication in a remote environment.You’ll discover the five key areas that can make or break your virtual team’s success—and how to assess where your business might be vulnerable. Plus, Kari shares a free quiz to help you measure your remote team’s strength and pinpoint your focus areas for growth.Key Topics Discussed:How freedom and flexibility can create unpredictability for your team.Balancing low overhead with investing in the right tools for collaboration.Building culture and connection in a virtual team through intentional onboarding.Avoiding the pitfalls of under-communication in the name of “not being too corporate.”Why the dream of passive revenue requires active leadership—especially early on.Leading a virtual team can be incredibly rewarding, but it takes more than great hires and flexible schedules to make it work long-term. By putting structure behind your freedom, fostering connection, and communicating with intention, you can build a remote team that’s not only productive, but also deeply engaged in your mission. Take the quiz, identify your growth opportunities, and start leading your virtual team with clarity and confidence.Listen and subscribe on Apple Podcasts or Spotify—start building a business that works for you—not just because of you.Work with Kari: Anchored Leadership AcademyPrivate Business and Leadership CoachingContact Kari Lotzien | Be the Anchor: Website: BeTheAnchor.caFacebook: BeTheAnchorLtdInstagram: BeTheAnchor.caLinked In: Kari Lotzien Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

In this inspiring and refreshingly candid episode, Kari is joined by longtime colleague and friend, Melanie Harris—CEO and physiotherapist at Functional Therapy, a thriving pediatric practice in Alberta. Melanie shares her journey from reluctant entrepreneur to confident business leader, opening up about the emotional and practical challenges of leaving behind secure employment, scaling a purpose-driven business, and redefining leadership in healthcare.Together, Kari and Melanie reflect on the real, behind-the-scenes experiences of transitioning from clinician to entrepreneur: the late nights, the self-doubt, and the joy work that keeps them going. If you’re a healthcare provider thinking about starting your own business—or you’ve already taken the leap—this episode is packed with wisdom, laughs, and reminders that you’re not alone.Key Topics Discussed:From clinician to CEO: Melanie’s non-linear path into entrepreneurshipSaying yes to everything: How she navigated the early stages of solo practiceBuilding a team from the bleachers: The magic of hiring from unexpected placesOwning your job vs. building a business: Knowing when to let go and delegateScaling smart: Becoming a vendor, hiring subcontractors, and embracing growthThe CEO identity shift: Redefining productivity and learning to trust your teamCreating a second level of leadership: Training coordinators and building in mentorshipThe emotional side of leadership: Balancing heart-led decisions with strategic thinkingInvesting in community and support: How peer groups and coaching changed her trajectoryJoy work and intuition: Redefining success on your own termsMelanie’s story is a powerful reminder that building a business—especially in healthcare—requires more than strategy. It takes heart, resilience, and a community of support. From her kitchen-table startup days to leading a thriving, values-driven team, she shows us that leadership is not about doing it all, but about learning to let go and trust the people around you.If you're navigating your own shift from service provider to CEO, be sure to grab the Free 5-Systems Foundation Checklist—it’s a practical tool to help you streamline your business and free up your time so you can focus on your own version of joy work.Because the business you build should work for you.Connect with Melanie and her team:Website: www.functionaltherapy.caPhone: (780) 977-4222Email: info@functionaltherapy.caListen and subscribe on Apple Podcasts or Spotify—start building a business that works for you—not just because of you.__Work with Kari: Anchored Leadership AcademyPrivate Business and Leadership CoachingContact Kari Lotzien | Be the Anchor: Website: BeTheAnchor.caFacebook: BeTheAnchorLtdInstagram: BeTheAnchor.caLinked In: Kari Lotzien Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Is your summer slipping away while you’re still glued to your business? If you dreamed of afternoons with your feet up, reading a book, or spending unrushed time with family—but instead feel constantly interrupted by client calls, emails, and shifting schedules—this episode is for you.Kari shares practical strategies and mindset shifts to help you reclaim the rest of your summer without sacrificing your business. From setting clear boundaries with clients to adjusting your summer hours based on actual client behavior, Kari walks you through simple, actionable steps to give yourself permission to truly step away and enjoy the season.Whether it’s carving out an afternoon off or restructuring your weekly schedule, these tips will help you reset your nervous system, protect your revenue, and (finally!) feel like the business owner you set out to be.Key Topics Discussed:Why stepping away—truly unplugging—is essential for both you and your businessHow to shift your mindset from guilt to permission when taking time offSmart ways to adjust your summer hours without losing clientsThe “buffer block” strategy for handling reschedules while maintaining boundariesHow to optimize your schedule for both flexibility and profitabilityCommunication tips for keeping clients happy while you enjoy your time offYou started your business for freedom, flexibility, and the chance to design a life you love—not to feel chained to it, even in the middle of summer. Give yourself permission to slow down, step away, and enjoy the moments you’ve been dreaming about. Whether it’s an afternoon at the beach, reading a book in the sunshine, or simply taking a deep breath without your phone in hand, these little resets matter. Your business will be better for it, and so will you.And if you’re ready to make stepping away easier, grab my Free 5-Systems Foundation Checklist. It’s designed to help you create simple, reliable systems so your business can run smoothly—even when you’re taking that well-deserved break.Listen and subscribe on Apple Podcasts or Spotify—start building a business that works for you—not just because of you. Work with Kari: Anchored Leadership AcademyPrivate Business and Leadership CoachingContact Kari Lotzien | Be the Anchor: Website: BeTheAnchor.caFacebook: BeTheAnchorLtdInstagram: BeTheAnchor.caLinked In: Kari Lotzien Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Welcome to Part 3 of Kari Lotzien’s special mini-series designed for healthcare professionals navigating the world of business. In this episode, Kari—business and leadership coach and former occupational therapist—guides listeners through one of the most crucial decisions in private practice: when and how to scale.Drawing from over two decades of firsthand experience building and selling a multidisciplinary healthcare practice, Kari opens up about the strategic thinking and mindset shifts required for sustainable growth. Whether you're overwhelmed as a solopreneur or eager to take your next step, this episode delivers practical frameworks and grounded advice.Key Topics Discussed:Know Before You Grow: Revisit Episode 1 for essential systems to solidify your business foundation, and Episode 2 for mastering ethical and effective sales in health and wellness.The “Messy Middle”: Kari shares personal insights about the tension between the excitement of growing a team and the fear of losing control over client experience and brand integrity.The CEO Shift: Before hiring, step away from the frontlines to reflect on your long-term vision, strengths, and the roles you want to delegate.3 Ways to Scale:Vertical Scaling: Hiring another clinician to replicate your service. Do it cautiously—create a waitlist and clear client expectations to prevent internal competition.Lateral Scaling: Add complementary services (e.g., massage therapy in a chiro clinic). Ideal for creating integrated, client-centered care.Foundational Scaling: Hiring admin staff. Often overlooked, but a crucial early investment to free your time and increase profitability.Avoid Desperation Hiring: Make hiring decisions from a place of strategy, not burnout. Build a financial buffer and plan onboarding intentionally.Leadership Matters: Transitioning into leadership requires new skills—clear communication, expectation setting, and structured onboarding. Passion and purpose should guide your job postings and team-building efforts. Scaling a business isn't just about growth—it's about building a vision that serves both your clients and your life. Take your time, plan intentionally, and remember that every great leader started where you are right now. You've got this!Download your Free 5-Systems Foundation Checklist and start strengthening the core of your healthcare practice today. Whether you're just starting or already scaling, these essential systems will help you reclaim your time, protect your energy, and set your business up for long-term success.Listen and subscribe on Apple Podcasts or Spotify—start building a business that works for you—not just because of you.__Work with Kari: Anchored Leadership AcademyPrivate Business and Leadership CoachingContact Kari Lotzien | Be the Anchor: Website: BeTheAnchor.caFacebook: BeTheAnchorLtdInstagram: BeTheAnchor.caLinkedIn: Kari Lotzien Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

In this episode, Kari Lotzien continues her miniseries for healthcare professionals transitioning into business ownership. Drawing from over two decades of experience as an occupational therapist and successful private practice owner, Kari dives into the crucial topic of sales—a frequently overlooked but essential aspect of healthcare entrepreneurship.Whether you're just starting out or looking to refine your client onboarding process, this episode is packed with insights you can use today.Key Topics Discussed:Mindset Shift Around Sales: Sales is not about being pushy—it's about making your services known to those who need them. In healthcare, sales equals hope and access to help. Common Sales Mistakes:Shying away from selling due to discomfort with money.Undercharging and overdelivering, leading to burnout and blurred boundaries.Leading with credentials instead of clear, relatable messaging. Sales Strategy Tips:Clearly define your ideal client and communicate benefits over qualifications.Develop a predictable service process and communicate expectations from the outset.Be transparent in your pricing and set boundaries to avoid resentment and confusion. Practical Sales Conversations:Explore client challenges, offer specific solutions, and clarify treatment timelines and commitments.Avoid overwhelming new clients with too much information at once.Use client onboarding as a key tool in creating predictable cash flow and stronger referrals. Follow-Up Systems:Implement structured follow-up to ensure potential clients don’t fall through the cracks.Don’t make assumptions—ask clients how and when to follow up.If sales feel uncomfortable or unclear, you're not alone—but you can shift your mindset and create systems that bring more ease, income, and impact.Listen and subscribe on Apple Podcasts or Spotify—start building a business that works for you—not just because of you.Work with Kari: Anchored Leadership AcademyPrivate Business and Leadership CoachingContact Kari Lotzien | Be the Anchor: Website: BeTheAnchor.caFacebook: BeTheAnchorLtdInstagram: BeTheAnchor.caLinkedIn: Kari Lotzien Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

In this powerful kickoff to her special mini-series, Kari Lotzien, business and leadership coach and former occupational therapist, shares how her personal journey from solopreneur to successful healthcare business owner and eventual seller informs her mission to support others on the same path.This episode focuses on the foundations healthcare providers need to build a sustainable, scalable business. Drawing from both real-world experience and formal training, Kari shares the mindset shifts and five core systems that lay the groundwork for growth—without burnout.Key Topics Discussed:Clinician-to-CEO mindset shift: Why many healthcare business owners don't even realize they're running a business—and what needs to change.Revenue vs. freedom tension: Why the “more clients = more revenue” model keeps you stuck, and how to shift toward building a real business.Avoiding burnout: Kari shares her early mistakes and how better systems can help you avoid working nights, weekends, and during family time.The five foundational systems every practice needs:Client scheduling – automate and protect your time and boundaries from day one.Financial tracking – know your numbers and what “enough” looks like for you.Decision-making support – don't grow alone; why finding your community or coach matters.Workflows – get systems out of your head and into repeatable processes.Client education – set expectations early with policies, boundaries, and clear communication.Download your Free 5-Systems Foundation Checklist and start strengthening the core of your healthcare practice today. Whether you're just starting or already scaling, these essential systems will help you reclaim your time, protect your energy, and set your business up for long-term success.Subscribe and leave a review on Apple Podcasts or Spotify—it helps other purpose-driven leaders find this message.Work with Kari: Anchored Leadership AcademyPrivate Business and Leadership CoachingContact Kari Lotzien | Be the Anchor: Website: BeTheAnchor.caFacebook: BeTheAnchorLtdInstagram: BeTheAnchor.caLinked In: Kari LotzienDOWNLOAD your checklist for this episode:5-Systems Foundation Checklist Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

In this episode, Kari Lotzien opens up about a growing desire many entrepreneurs feel—but rarely voice: the longing for a slower pace in life and business. As summer approaches, Kari explores the deep benefits of embracing “slow leadership”—a philosophy that allows you to lead with clarity, presence, and purpose, without sacrificing profitability or success.She dives into her personal journey from hustle to intention, and shares practical signs of “speed creep” that may be costing you more than you realize. From high blood pressure and fractured relationships to poor business decisions and burnout, Kari reveals the hidden cost of operating in overdrive—and the extraordinary rewards of slowing down.Key Topics Discussed:Why the urge to hustle harder is a lieWhat slow leadership really looks like—and why it worksPersonal consequences Kari faced from living in constant overdriveHow presence, curiosity, and better decision-making stem from intentional spaceSigns you may be experiencing “speed creep” in your business and lifeWhy slow doesn’t mean less profitable (and real client stories to prove it)The neuroscience behind slowing down and heightened awarenessHow simplifying your offerings and systems can increase impact and profit5 powerful coaching questions to reclaim space and sustainability in your workIf this episode resonated with you—or made you think of a friend or fellow business owner who’s running on fumes—please share it. Help us build a community of sustainable, values-driven businesses that thrive in the long term.Subscribe and leave a review on Apple Podcasts or Spotify—it helps other purpose-driven leaders find this message.Work with Kari: Anchored Leadership AcademyPrivate Business and Leadership CoachingContact Kari Lotzien | Be the Anchor: Website: BeTheAnchor.caFacebook: BeTheAnchorLtdInstagram: BeTheAnchor.caLinked In: Kari Lotzien DOWNLOAD your workbook for this episode:The Power of Slow Leadership Workbook Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

In this heartfelt and timely episode, Kari reflects on the emotional weight of recent events—including the divisiveness surrounding the Canadian federal election—and extends a warm, empowering message to the often-overlooked "quiet leaders." These are the behind-the-scenes anchors of our families, communities, and businesses. Through personal insight and grounded storytelling, Kari outlines the five powerful traits of quiet leadership, how they’re making a difference, and why now more than ever, we need them to step forward. If you’ve ever felt too quiet to lead or worried your impact isn’t big enough, this episode is for you.What You’ll Learn:What defines a quiet leader and why their presence mattersThe 5 key superpowers of quiet leaders:Deep Listening – noticing tone, breath, and emotionThoughtful Decision-Making – taking time to consider long-term impactSteady Energy – being a calming, predictable presenceEmpathetic Relationship Building – connecting without an agendaLong-Term Vision – prioritizing sustainable impact over immediate gainsCommon challenges quiet leaders face (like being underestimated or pressured to "speak louder")A powerful message of encouragement: Be visible where it matters most.If this episode speaks to you—or reminds you of someone who needs to hear it—share it. Tag a quiet leader and let them know their voice matters. And if you’re ready to deepen your leadership journey, join us in the Anchored Leadership Academy.Work with Kari: Anchored Leadership AcademyPrivate Business and Leadership CoachingContact Kari Lotzien | Be the Anchor: Website: BeTheAnchor.caFacebook: BeTheAnchorLtdInstagram: BeTheAnchor.caLinked In: Kari Lotzien Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

In this episode of Be the Anchor, Kari Lotzien invites you into her recently decluttered workspace to explore the power of spring cleaning your business—physically, digitally, and with your time. If you've been feeling buried by the "stuff" of entrepreneurship—sticky notes, digital files, or calendar clutter—this episode delivers tangible steps to create space and welcome in new energy and opportunities.Topics Covered:Physical Clutter: How to clear your desk, drawers, and mystery notes using the Pomodoro Technique and Kari’s favorite old-school file folders.Digital Declutter: Simple steps to clean your inbox, delete old Zoom files, organize Google Drive and Dropbox, and cancel unused software subscriptions.Time Clean-Up: Identifying leaks in your calendar, letting go of outdated commitments, and prioritizing your most profitable and fulfilling tasks.Energetic Reset: Kari shares how aligning with seasonal rhythms and her own renewed energy helps fuel creativity and progress in business.Get the  Spring Cleaning Your Business Checklist Work with Kari: Anchored Leadership AcademyPrivate Business and Leadership CoachingContact Kari Lotzien | Be the Anchor: Website: BeTheAnchor.caFacebook: BeTheAnchorLtdInstagram: BeTheAnchor.caLinked In: Kari Lotzien Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

In this episode of Be the Anchor, Kari Lotzien invites small business owners to pause before making the life-altering decision to walk away from their business. Through five reflective questions, Kari shares personal insights and practical tools to help entrepreneurs navigate burnout, stress, and evolving business challenges. If you're at a crossroads and wondering whether to shut it down or shake it up, this episode is your lifeline.Topics Covered:How to reconnect with your “why” and explore what’s changedWhy thoughts of quitting aren’t always a red flag—they might be a call for changeThe difference between burnout and being misaligned with your current roleHow to examine your financial, emotional, and energy needs honestlyThe path from overwhelm to reigniting your passion through leadershipWork with Kari: Anchored Leadership AcademyPrivate Business and Leadership CoachingContact Kari Lotzien | Be the Anchor: Website: BeTheAnchor.caFacebook: BeTheAnchorLtdInstagram: BeTheAnchor.caLinked In: Kari Lotzien Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Transitioning into a leadership position presents many challenges with both mindset and strategy. It is especially challenging for those who tend to “do it all” in their businesses or who are natural people pleasers. In this episode, Kari Lotzien discusses the common fears associated with stepping into leadership roles and offers practical advice for small business owners on how to build sustainable and scalable businesses by stepping into true leadership. Highlights include insights into the Anchored Leadership Academy and personal anecdotes that underline the importance of transitioning from a solopreneur to a leader.Topics Covered:Identifying and overcoming fears in leadershipInsights into the Anchored Leadership AcademyMoving toward confidence as a leaderPersonal journey from solopreneur to leaderThe importance of making decisions and learning from the dataTransitioning from doing to leadingLeave a legacy in your communityWork with Kari: Anchored Leadership AcademyPrivate Business and Leadership CoachingContact Kari Lotzien | Be the Anchor: Website: BeTheAnchor.caFacebook: BeTheAnchorLtdInstagram: BeTheAnchor.caLinked In: Kari Lotzien  Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

In this episode, Kari explores the pivotal role of automation in small businesses. Drawing inspiration from a conversation with her grandmother, Kari delves into how technological advancements, particularly automation, can dramatically enhance operational efficiency and scalability in small businesses.Key Topics Discussed:Impact of Automation: How automation saves time and allows business owners to focus on core activities.Mindset Shifts Required for Automation: Overcoming the notion that automation is impersonal, expensive and only for larger businesses.Practical Automation Tools: Detailed discussion on essential tools like CRMs, email marketing platforms, scheduling software, and project management systems.Real-Life Examples: Kari shares her personal journey and the transformations she witnessed by integrating automation tools in her business practices.Episode Highlights:Grandma Lacey's Story: Inspiration drawn from her longevity and adaptation to technological changes.Automation Benefits: Focused on how automation has helped Kari reclaim time and enhance her business operations.Tool Recommendations: Insights into specific tools and software that can streamline various business processes. Resources Mentioned in the Episode:Anchored Leadership AcademyFlodesk Email Marketing Software - Code for 50% off your first year.ePlatform - scheduling, CRM, virtual receptionist - Mention this podcast Kajabi- online course plaformAsana - www.asana.comCalendly - www.calendly.com*Some of the above links are from affiliation programs. I have personal experience with all of these programs and can attest to the benefits of every single one. Work with Kari: Anchored Leadership AcademyPrivate Business and Leadership CoachingContact Kari Lotzien | Be the Anchor: Website: BeTheAnchor.caFacebook: BeTheAnchorLtdInstagram: BeTheAnchor.caLinked In: Kari Lotzien Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

In this episode of Be The Anchor, I am welcoming Katie Dooley, founder of Paper Lime Creative, a design and branding agency based in Edmonton, Alberta. Katie shares her journey from designing her first brochure at age 11 to founding her own agency and becoming a sought-after brand strategist. The discussion delves into the pitfalls of DIY design, the importance of branding as a business tool, and why a logo should not be so literal.  Katie also offers insights into how businesses can differentiate themselves in a competitive market and avoid common branding mistakes. Katie also shares a valuable gift with the audience for a free 30-minute brand assessment.Key Points covered in this episode : Katie's Early Passion for DesignUnderstanding Modern BrandingThe Pitfalls of DIY DesignThe Importance of Unique Branding - don’t be confused for your competitionCommon Branding MistakesLiteral vs. Conceptual BrandingTargeting the Right AudienceLuxury Branding MisconceptionsThe Role of Branding in Business SuccessBranding as a Business ToolFree Brand Assessment Offer Resources and Links:Connect with Katie Dooley: InstagramLinkedIn  Website: www.paperlime.caFree Brand Assessment  - add Be the Anchor to the form to let Katie know you heard her here Contact Kari Lotzien | Be the Anchor: Website: BeTheAnchor.caFacebook: BeTheAnchorLtdInstagram: BeTheAnchor.caLinkedIn: Kari Lotzien Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

In this episode, we are tackling the challenging issue of declining revenue and sales. Drawing from real-life experiences and observing the recent closure of major Canadian retailers, I am sharing actionable strategies for small business owners. Key points include understanding your financials, engaging with your team and customers, analyzing shifts in buyer behavior, and optimizing existing products rather than jumping to new ones. When times are tough, the importance of community support, timely feedback, and proactive measures are integral to getting through i00:29 When Revenue is Down02:04 Lessons from a Favorite Company03:10 Understanding Your Financials04:40 Common Reactions to Revenue Decline06:52 Analyzing Buyer Behavior17:34 Learning from Successful Companies21:13 Summary and Final ThoughtsJoin the Newsletter Community  Work with Kari: Anchored Leadership AcademyPrivate Business and Leadership CoachingContact Kari Lotzien | Be the Anchor: Website: BeTheAnchor.caFacebook: BeTheAnchorLtdInstagram: BeTheAnchor.caLinked In: Kari Lotzien Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

In this episode, I am sharing the top five hiring mistakes that small business owners often make and how to avoid them. I am drawing from years of coaching with small business owners as well as my own personal mistakes.  The consequences of these mistakes can cost business owners both money and valuable time.  We discuss the consequences of delaying hiring, attempting to clone oneself, not defining the needed role clearly, creating vague job positions (slumgullion), neglecting to check references, and compromising on hiring standards. Additionally, I share tips on making the hiring process more effective. If you loved this episode, join me for an upcoming workshop on February 19th for recruiting and hiring, offering both direct guidance and group coaching options. 00:00 Introduction: The Biggest Mistake in Hiring01:17 The Consequences of Delaying Hiring04:32 Creating a Sustainable Hiring Plan05:28 Avoiding the Clone Trap07:35 Defining Your Needs Clearly10:00 Upcoming Workshop Announcement11:02 The Importance of Checking References16:27 Don't Compromise on Hiring__REGISTER for Hiring and Recruiting WorkshopHiring and Recruiting - Workshop ONLYHiring and Recruiting - Workshop PLUS 2 coaching sessionsWork with Kari: Anchored Leadership AcademyPrivate Business and Leadership CoachingContact Kari Lotzien | Be the Anchor: Website: BeTheAnchor.caFacebook: BeTheAnchorLtdInstagram: BeTheAnchor.caLinked In: Kari Lotzien Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

The routine of setting New Year goals and resolutions often ends in disappointment. Initially, I described 2024 as the year of disappointment. After spending time really digging into why I felt that way, I came up with some real reasons behind the common struggles in achieving goals, the necessity of re-evaluating our goals, and the impact of internal and external factors on our success. In this episode, I am talking about optimization. Dialling in your goals, effective strategies and actions that align with desired outcomes. Follow along with this episode to explore your own fantastic failures and reassess your goals Finally, explore how you might find support to build a life filled with adventure, value, and freedom without resorting to mere self-deprecation and burnout.00:00 Introduction and Shocking Statistics01:53 Personal Reflections and Disappointments03:20 Understanding the Common Struggles with Goal Attainment06:29 Reevaluating Goals and Actions14:50 Optimizing for Success Work with Kari: Anchored Leadership AcademyPrivate Business and Leadership CoachingContact Kari Lotzien | Be the Anchor: Website: BeTheAnchor.caFacebook: BeTheAnchorLtdInstagram: BeTheAnchor.caLinked In: Kari Lotzien Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.