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Business Leaders Podcast

Author: Bob Roark

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Listen, learn and accelerate your success by listening to Colorado’s top entrepreneurs and thought leaders. Each episode uncovers the intricate story of business success, what was done, challenges overcome, and specific steps you can implement to take action now. Featuring business leaders and experts from Colorado. Business Leaders Podcast is designed to function as your digital mentor so you can build the business you want so you can live the life you dream about. This is not just another business podcast, it features business leaders from your community that operate, overcome, and succeed in Colorado.
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  Marketing is a vital part of the business. As such, there are so many subject matter experts that claim they have the best practices. However, when everybody's doing best practices, they all end up doing basic practices. Working his way around that by understanding how things fit holistically, https://www.linkedin.com/in/room214guy/ (Jason Cormier) co-founded https://www.room214.com/team (Room 214)—a growth studio that helps bring coherence across an organization's brand marketing and sales efforts. In this episode, he joins https://www.linkedin.com/in/jaime-nespor-zawmon-b861731/ (Jaime Zawmon), Founder and President of Titan CEO, to share how he is helping businesses achieve that while taking us across their shift from digital marketing to growth and coherence. He also talks about the role of human intelligence, the iterative growth in digital, and the value of data gathered from customer conversation. Plus, Jason also shares some of his best leadership lessons, emphasizing how, at the end of it all, it is the people that leaders should take care of. --- Watch the episode here:[embed]https://youtu.be/FgDaQWYUeKk[/embed] Jason Cormier, Cofounder of Room 214, with co-host Jaime Zawmon, Founder and President of TitanCEOWe are joined by Jason Cormier. He's the Cofounder of https://www.room214.com/ (Room 214) and my co-host, Jaime Zawmon. She's the Founder and President of https://www.titanceo.com/about-titanceo (Titan CEO). Jaime and Jason, welcome. Thanks a lot, Bob. I appreciate it. We talked a little bit before the show. I am fascinated by what you do. If he could tell us a little bit about your business and who you serve. The name of company is Room 214. We are what is called a growth studio. We help bring coherence across an organization's brand marketing and sales efforts. We have a digital marketing agency background. A lot of folks come to us for those kinds of services. We've migrated a bit outside of what you would probably consider as traditional digital marketing and social media. Real quick to finish the answer to the question, the clients that we serve vary quite a bit. From funded startups to Fortune 100, across multiple industries over the last several years. The question that comes to my mind is you've migrated a bit from digital marketing to growth and coherence. Paint me a picture of what that looks like. When you look at digital marketing, in particular, and what you understand about marketing in general is that when everybody's doing best practices, what they're doing is basic practices. What you learn pretty quickly is what worked last season doesn't necessarily work this season, or what works for your competitor doesn't necessarily work for you. What happens is you get a bunch of people in marketing that are frustrated over time. They're working their butts off. The chief marketing officer and the chief revenue officer, these two roles these days, there's so much responsibility on their shoulders to increase leads, increase sales, whatever the case may be. The problem is they keep running up against the same walls. There are a lot of great subject matter experts in digital marketing and a lot of great marketing agencies out there, but what we found over time, and this is the migration, is that understanding how things holistically fit is where that's going to be most helpful to people. For example, this concept of coherence. If you look at a CEO or even ask a CEO, “Where's there coherence in your business?” You might get a deer in the headlights look from them. If you say, "Where is the incoherence in your business?” You're never going to hear the end of it. A lot of what we've done with this migration from a marketing agency to a growth studio is we've recognized that if we can bring coherence across an organization's brand marketing and sales, this is something that is missing. This is something that will make a tremendous difference in terms of their...
  Cold therapy has been around for a long time, and it has a lot of great benefits. The Ice Barrel is the best way to take an ice bath. It's the easiest and most accessible product out there when it comes to cold therapy. Joining Bob Roark to discuss the benefits of cold therapy is https://theicebarrel.com/ (The Ice Barrel)’s Founder, https://www.linkedin.com/in/wyattewing/ (Wyatt Ewing). Together, they talk about the positive effects of cryotherapy on the body. Wyatt also tackles its role in staying healthy, mental conditioning and growth, and dealing with the work-from-home stresses of life. Interested to know more about cold therapy? Then tune in to learn more. --- Watch the podcast here:[embed]https://youtu.be/Rwes-gL5mtI[/embed] Cold Therapy And How it Can Help You With Wyatt EwingWe were incredibly fortunate. We have a returning guest, Wyatt Ewing. He is the Founder and CEO of https://theicebarrel.com/ (The Ice Barrel). Welcome back. It’s good to see you. Thank you, Bob. It's great to be here. You were one of the first guests in the first cohort of being on the show and you had the distinction of being one of the most widely downloaded episodes. Congratulations. Well done on that. Lots of interest in what you had to say. For the folks that didn't read the http://businessleaderspodcast.com/episodes/the-ice-barrel-with-founder-wyatt-ewing/ (first episode), tell us about The Ice Barrel. Tell us about your business and who you serve.  The Ice Barrel is the best way to take an ice bath. It's the easiest and most accessible product out there when it comes to cold therapy. It’s simple what it is. It's The Ice Barrel. We take this unique-made barrel, we fill it with ice and water, and we all jump in it, sometimes on a daily basis. Cold therapy has been around for a long time and it has a lot of great benefits. That's who we are. For the folks who are going like, “That's unique.” There has been a recognition of the benefits of cold therapy, there's been Wim Hof, who's from out of Europe that does a lot of cold work. There's Tony Robbins that has punched tanks that he has by his house that are chilled as well. We have Tim Ferriss that does the ice in the bathtub routine. Cryotherapy is gaining because there are franchises around. For the folks that aren't aware of the benefits of cold therapy or ice baths, share with us the benefits as you understand them.  Cold therapy has been around for a long time, though it's new to some people in the US. It's not a fad. It's something that's been tried and true for a long time. It's not popular here in the west because we like to be comfortable. Whereas in this practice, the point is to get uncomfortable, which also is the best place as a human to grow is an uncomfortable situation. There are a lot of unique benefits to cold therapy that people are taking advantage of. Immune system support is a huge thing. It's one of the strongest anti-depressant and anti-anxiety practices. It’s amazing for elevating the mood, focus and clarity. There are a lot of top performers out there, both in sports, but also in business, that use it as an extra edge to get to that next level and to gain full mastery over the mind and body. I got interested as well after our episode. I went digging around. Some of the research that's out there, there's pH level change, increase in mitochondria production, there's all of these various and sundry benefits that come from cold therapy. My first observation, when you'd see the Scandinavians, they would be in a hothouse of some kind. They'd go and jump in a hole in the ice in the middle of winter and you go, “That bunch is collectively crazy as well.” As folks are going, “What in the world?” Going back to the beginning, walk us through the steps from where you started the idea and where you are.  [caption id="attachment_5655" align="aligncenter" width="600"] Cold Therapy: Cold therapy isn't a fad. It has been around for a long...
  Most of us address developmental, intellectual, and mental challenges within the family as they come along, and that's why most of us are unaware of what to do until it's too late. Therefore, https://www.linkedin.com/in/katie-s-burpo-55673b22 (Katie Burpo) dedicates herself and her team at http://www.gsloinc.com/ (Goldstar Learning Options) to offer the most effective life intervention programs from childhood all the way to adulthood. She joins Bob Roark and cohost Jaime Zawmon in sharing the story of how her company started because of a small childhood dream and how they connect with the varying needs of every client, particularly in this challenging time of the pandemic. --- Watch the episode here:[embed]https://youtu.be/A6TEhe9Xm6I[/embed] The Benefits Of Life Intervention With Katie Burpo And Cohost Jaime ZawmonWe have Jaime Zawmon. She is the Founder and President of https://www.titanceo.com/ (TITAN CEO). She is co-hosting on this special series where we interview the TITAN 100. We have as our guest, Katie Burpo. She is the CEO and Founder of http://www.gsloinc.com/ (GoldStar Learning Options). Jaime and Katie, thanks for taking the time. Katie, we’ll jump straight into it. Tell us a bit about your business and who you serve. GoldStar Learning Options is an agency for individuals with developmental, intellectual, and mental health needs. What that means is we have a multitude of services and what makes GoldStar a little bit unique is we offer lifespan services. That's from birth through adulthood and that's for families to be able to access through all transitions of life, intervention for behavior, educational, academic, social, emotional support, community intervention, vocational training, and finding a purpose in life for all these kids and adults. All I can think of is from here to here, that's like an 80-year time span or it can be. I think about the challenge of families that are faced with developmental issues and how they find resources and informed experts to help them on their journey. That’s fascinating because what I usually hear about is specific applications on narrow sectors have a learning disability, you have this, you have that, they serve that part and they don't do the lifespan issues. Well done. I know that she mentioned to me that they hired one of their students. He was the first individual who inspired me to add services where they're needed and how they need to be delivered. We have many different examples of individuals, but one powerful moment is when I received a job application from one of our participants in our program, and it has been inspiring and a true demonstration of what real services look like to excel in life and find purpose throughout the life. I think about drinking your own Kool-Aid and you have a student that comes out of what you do and says, not only that, but they're employed here too. We walk the talk and that’s incredibly important. [bctt tweet=”Success requires you to keep moving forward and dedicated to your passion and mission.” via=”no”] It's a great testament to what you do. That's why I wanted to brag on you. We're going to find it's easy to brag on you. We'll embarrass you if we can. Jaime, she's a TITAN 100. She is a 2020 TITAN 100. We are excited to include Katie in this list. I've got a copy of the https://www.titan100.biz/titan100-book (TITAN 100) book here, which I am showcasing. Katie is featured inside this book, recognizing Colorado's Top 100 CEOs and C-level Executives 100 TITANS of Industry. Katie is doing amazing things in her industry, which makes her a TITAN. Katie, as we kick off things, I always like to ask every TITAN 100 that comes on to this show, what characteristics do you believe it takes to be considered a TITAN of the industry? I'm truly honored to be included in this group and inspired by how you have supported a lot of the Titans that I have come to pass, and to be included in that group does make...
  Cashflow may be the number one most important thing in any business, but company culture comes in a close second. It is what https://www.linkedin.com/in/stuart-smith-4439294/ (Stuart Smith) strives to build everyday as the CEO of https://buehlercompanies.com/ (Buehler Companies), a top-rated moving company that does everything from commercial moving to Girl Scout cookie distribution. Leading with humility and a strong commitment to company culture, Stuart definitely deserves a place at the Titan 100. Listen in as he shares his take on company culture and humility-driven leadership in this conversation with Bob Roark and co-host, Jaime Zawmon, the President of TITAN CEO. --- Watch the episode here:[embed]https://youtu.be/SzrZgiPL9f8[/embed] Culture That Moves With Stuart Smith Of Buehler Companies And Co-host Jaime Zawmon, President Of TITAN CEOWe have Jaime Zawmon, the Founder and President of https://www.titanceo.com/ (Titan CEO). Our guest is Stuart Smith, the CEO of https://buehlercompanies.com/ (Buehler Companies). Welcome, Jaime and Stuart. Thank you. We're going to jump straight into it. Stuart, if you would tell us about your business and who you serve. The name of my company is Buehler Moving and Storage and we're an agent for http://www.mayflower.com/ (Mayflower Van Lines). We also have https://www.alliancerelocation.com/ (Alliance Relocation), which is an agent for http://www.unitedvanlines.com/ (United Van Lines). A couple of years ago, we bought https://www.thestudentmovers.com/ (Student Movers) and that's our local moving company. We bought that because people had the perception that we were the big trucks. They skipped over for small little moves, and in essence, we do all those, but we bought Student Movers to give people the perception that that's what they wanted was something for a smaller move. That’s been a great acquisition. We do local household goods, interstate, international, and we do have about 500,000 square feet of storage space between all four locations. We do a tremendous amount of office moving, and commercial business has turned into about 60% of our revenue now. We do hotel renovations and we also have gotten into battery work, where we go to different cell sites from El Paso all the way to South Dakota and we replaced cell site batteries from A to Z. We climb to the top of the mountains and we go to the desert. It's crazy some of the places we've been to change cell site batteries. We do Girl Scout cookies. We're the largest distributor of the United States for Girl Scout cookies. That's a cool little thing. In fact, they're coming into our warehouse and we'll end up getting about 72 truckloads of cookies by 270,000 cases. It's a lot of cookies and we deliver those out. We do design work. Designers will ship all kinds of furniture in and we'll deliver them out to homes and resort places. We'll set up everything from A to Z with the houses. We do work for a big home builder that we go around and set up all their model homes. We've tried to be diverse. Probably my favorite thing we do is the office moving because it’s a great piece of business and you can do a lot of different things quickly. I love the Girl Scout cookies. That’s exciting. It's fun. I'm excited to have you here, Stuart, as a 2020 Titan 100. It's no surprise that you have made this list. For those of you that are reading, Stuart was recognized as one of Colorado's Top 100 CEOs & C-Level Executives, the book that features 100 titans of industry. As we kick off this podcast, one of the things I always like to ask every Titan that we interview in this series is, what characteristics do they believe it takes to be considered a Titan of the industry? There are a lot of different characteristics that it takes to be a titan and one of them is you have to have culture in your company. The number one most important thing in running a business is cashflow but number two is culture. If you don't have a great
  Being at the top of any team is truly a regaling feeling, but keeping your position also means dealing with loneliness, marketing strategies, and the constant urge to improve. In any CEO experience, a tenacious and curious mindset plays a huge role. Bob Roark is joined by cohost Jamie Zawmon in talking with https://www.linkedin.com/in/patrickjdennis/ (Patrick Dennis), the President and CEO of https://twitter.com/_patrick_dennis (Aspect Software). Patrick spends some time detailing what it takes to lead a team, from getting rid of the fear of change and learning how to get out of a messy situation in the most optimal way, to the right way to motivate oneself. --- Watch the episode here:[embed]https://youtu.be/XpHLa48uODo[/embed] Breaking Down The CEO Experience With Patrick Dennis And Cohost Jaime ZawmonWe have Patrick Dennis. He's the President and CEO of https://www.aspect.com/ (Aspect Software). We have my cohost Jaime Zawmon. She is the Founder and President of https://www.titanceo.com/ (Titan CEO). Welcome. It’s good to be here. Thank you for taking time, Jaime and Patrick. I appreciate it. We'll go right into it. Patrick, tell us a little bit about your business and who you serve? We are the leading provider of contact center software and workforce management and optimization software for enterprises around the world. Four of the five top commercial banks are our customers, three of the top four telecom providers, four of the top five tech companies, and six out of the six top airlines. You've interacted with our software if you've ever called Southwest Airlines to book a reservation. You've interacted with our software or the people that are behind our software if you've ever ordered anything off Amazon, Apple or from Microsoft. That's what we do. It's an awesome job. There are about 1,300 people that work here and we do about $300 million in revenue. [bctt tweet="If you don't have the curiosity bug, it's hard to figure out what went off track in a business." username=""] Nothing to do. It keeps you busy. Yes, it keeps us busy. I'm excited Patrick, that you are a 2020 Titan 100. For those reading, Patrick was selected as one of Colorado's top 100 CEOs and C-level executives. We featured him in https://www.titan100.biz/titan100-book (The Titan 100 Book). What I always ask every Titan who we interview on this show is what characteristics do you believe that it takes to be considered a Titans of industry? Jaime, you asked me this question a lot. For my little niche of what I do for a living, tenacity plays a big role. Much of what I do involves turning businesses around or helping businesses that were at one time struggling. If I think about the arc of my career and what's helped me be successful, tenacity has played a big role. It's hard to take on challenges like the ones taken on historically if you don't have the intestinal fortitude to want to win and stick with it. The second one is you need to be a little curious. If you don't have that curiosity bug, it's hard to figure out what went off track in a business. Some combination of tenacity and curiosity has served me well over the years. I completely agree with your curious statement there. I've watched you in interactions for many months and I believe it's a part of your DNA. I always see you asking incredible questions. It makes sense to me that you would say that. For those of you that don't know, I helped Jaime out in a board capacity occasionally with her business. I find the best way to get Jaime a benefit is to ask her questions that she should have contemplated the answers to. That's been a fun part of our relationship. It's fun to watch you craft your business based on some of the answers to your own questions. You have gotten to see that in action. That's true. Patrick, you have an interesting journey from beginning to now. If you would share with us a little bit about how you got started and what brought you to where you are...
  One characteristic that sets industry Titans apart from the crowd is that they understand the importance of building their personal brand as well as their business. https://www.linkedin.com/in/chiefofchaos/ (Matt Frary) has exited quite a number of times during his career, but he has always been and will always be the http://www.chiefofchaos.com/ (ChiefOfChaos). For over 20 years, Matt has been helping big brands all over the world scale by making sense of the chaotic online marketing world. He earned a place in the Titan 100 as the CEO of http://www.smarterchaos.com/ (SmarterChaos), a boutique consulting firm that he founded in 2010. Having just exited this company last July, he is now the EVP of Brand Strategy for the acquiring firm, https://digitalmediasolutions.com/ (Digital Media Solutions Group). In this conversation with Bob Roark and TITAN CEO President, Jaime Zawmon, he shares his career as a serial entrepreneur as well as some personal branding tips. --- Watch the episode here:[embed]https://youtu.be/9ykToozPzkI[/embed] Business Scaling And Personal Branding Tips From The Chief Of Chaos, Matt Frary With Cohost Jaime Zawmon Of TITAN CEOWe're extremely fortunate to have Jaime Zawmon as a cohost. She is the Founder and CEO of https://www.titanceo.com/ (Titan 100), and we have Matt Frary, https://digitalmediasolutions.com/ (Digital Media Solutions Group), EVP of Brand Strategy. Jaime, thanks for taking the time. Matt, I appreciate you carving out the time given the Chaos that has been happening in your life. With all that being said, Matt, if you would give us a thumbnail sketch of your business and who you serve. First off, thanks Jaime for having me in, and thank you, Bob for having us as well. We appreciate it. We built this little company a few years ago called http://www.SmarterChaos.com (SmarterChaos.com) and I'm one of the Founders and was the CEO of that company. There's a long lead up to this, but we were purchased by Digital Media Solutions. On July 15th, the same day that we were purchased by Digital Media Solutions, we went public. We have some exciting news that we sold our company, and we also got to join a company that had an IPO. It's exciting times. I have to say, I've never imagined growing this company years ago, then selling and participating in a public event on the same day. A crash course in, are you kidding me? You can't script this stuff, I swear. Maybe we'll talk about this, but when I did start the company SmarterChaos.com, I did say something to the founders about, "We should build a strong foundation so this thing could scale someday." I’m curious to know the types of clients that you worked with or you envisioned working with through SmarterChaos as you originally created that foundation to scale it and grow it. SmarterChaos was originally built so that we could help large brands navigate the chaos of the online marketing world. I started SmarterChaos on the back of a napkin, sipping a margarita down in Mexico in Puerto Vallarta. My son who was 2 or 3 at the time was playing in a little waterfall fountain. My wife said, "Are you good here?" I said, "I'm good. I have an idea." Two hours later, I had sketched out this business plan and I had realized that the online marketing world for the layperson was extremely chaotic. You have all these different places you need to log in, all these different theories you needed to employ. I looked at serving any brand that looked at the internet as a chaotic confusing place where you could lose money quickly trying to navigate that space and pumping money into Facebook, Twitter, and all the partnerships. To make a long story longer, we focused on the brands that wanted to acquire customers profitably. If it was a household brand, that was the type of brand that we wanted to go after. When we first started, I used Shark Tank as my lead list. I would watch Shark Tank and I figured if they got funded, they had money. They...
  Joining Bob Roark is his cohost Jamie Zawmon, the Founder and President of Titan CEO. Together, they talk to https://www.nickstanitz.com/ (Nick Stanitz-Harper) as he discusses the story of co-founding https://edisoninteractive.com/ (Edison Interactive) as well as his leadership experiences as its current Chief Revenue Officer. Nick provides a peek at how he manages his team, from the importance of instilling positivity to everyone to how they manage partnerships. He also shares his personal secrets in maintaining a healthy leader mindset, detailing his daily mantra centered on high gratitude and efficient visualization. --- Watch the episode here:[embed]https://youtu.be/yyDYt-1QIY0[/embed] Nick Stanitz-Harper, CRO & Co-Founder Edison Interactive With Cohost Jaime Zawmon, Founder & President Titan CEOWe have Jaime Zawmon. She is the Founder and President of https://www.titanceo.com/ (Titan CEO) and we have as our guest, Nick Stanitz-Harper. He's the CRO and Cofounder of https://edisoninteractive.com/ (Edison Interactive). Thank you, guys, for having me. Before we get started, congrats on being selected as a Titan 100. Great honor. Well done. Thank you very much. If you would, Nick, tell us a little bit about your business and who you serve. Edison Interactive is a VC-backed tech company that builds interactive customer experience solutions primarily for complex environments. Our platform was originally designed to allow companies of all shapes and sizes to design, build, deploy and then manage large-scale screen networks globally. We focus on building enterprise-level IOT and digital out of home solutions that personalize and enhance the customer experience. Our solutions currently span across multiple industries ranging from golf carts, rental cars, ride shares, fan engagement, sports betting platforms and more. We're currently one of the fastest-growing digital out-of-home screen networks in North America. We've got about 40,000 screens on our network right now. Folks go, “IOT?” For the folks that are reading that aren't aware of what IOT is, could you expand on that just a little? IOT is Internet of Things. It's being able to control different devices in the wild and do creative, cool things. For us, an example of IOT would be one of our platforms is Shark Experience presented by Verizon, which is a partnership between Verizon and Greg Norman Media and Club Car. We do stuff through our technology that controls the devices and controls the golf carts and allows us to do creative, unique things with our solutions. Congratulations on your recognition as a Titan 100. For those of you that are reading, we recognized the Titan 100, 100 CEOs and C-level executives in Colorado, 100 Titans of industry. I always like to kick things off and ask our Titans what characteristics they believe it takes to be considered a Titan 100 or a Titan of Industry. [caption id="attachment_5606" align="aligncenter" width="600"] Edison Interactive: If your vision isn't massive, you're going to have a hard time getting your investors, partners, and employees attached to the mission of the company.[/caption]   First of all, thank you very much, Jaime. You've been phenomenal to work with and I’m impressed by what you've done through such a crazy time. Thank you. I'm going to break this down into three main characteristics for the sake of time. The first one for me is vision. A Titan needs to think globally, not locally. From my experience, it takes as much time to build partnerships on a global scale as it does on a local scale. With one of my previous startups, our mission was focused on simply dominating the Colorado market. As a tech company, that was a very important lesson that I learned back in the day. If your vision isn't massive, it's going to have a hard time getting your investors, your partners, your employees attached to the mission of the company. Number one for me is always vision. The second for...
  Change has been going rapidly for the past few years. Where that leaves many businesses and entrepreneurs is having to move alongside it; otherwise, you’ll only get left behind. Someone who has found comfortability with change is https://spearheadadvisors.io/team/lisa-miller/ (Lisa Miller), the President and COO of Spearhead Advisors. In this episode, she joins Bob Roark with guest co-host https://www.linkedin.com/in/jaime-nespor-zawmon-b861731/ (Jaime Zawmon), the founder and president of TITAN CEO, to share with us her career journey and how she is acquiring the skill stack to adopt. Lisa further tells us about her company and how she is working to maintain being a Titan in the industry. --- Watch the episode here:[embed]https://youtu.be/Sw3ySU_x_mA[/embed] Acquiring The Skill Stack To Adapt To Change With Lisa Miller And Cohost Jaime ZawmonWe’re extremely fortunate we have Jaime Zawmon. She is the Founder and President of https://www.titanceo.com/ (Titan 100 CEO). We have Lisa Miller. She is the President and COO of https://spearheadadvisors.io/ (Spearhead Advisors). Welcome to the show. Thank you for having me. Greatly, I appreciate being here. I love the picture in your background. It's the mountains with a herd of horses in what looks like a loop and meadow. It is Granby, Colorado at a dude ranch. With that being said, Lisa, tell us a little bit about your business and who you serve? At Spearhead Advisors, we are a master agent. In the industry, if you are an enterprise customer and you need communication services, we are working for you. We provide about 100 different vendors that we can supply services for an enterprise. Coming from a former carrier myself, the benefit that we have is we can provide you services and capabilities from many different options versus one single provider. That's the value proposition. CIO staffs are smaller and getting smaller by the day. Technology teams are getting smaller. What we are is an extension of your organization to provide services and capabilities from a consulting standpoint. [bctt tweet="Many times, people forget the people or the culture. It's important to be able to look at how every action you take impacts on others. " username=""] I failed to mention in the introduction, you were a President with https://www.lumen.com/en-us/home.html (CenturyLink), where you had 2,400 people in your organization. For the business owner or CIO that's out there, what are the typical problems that you can bring as a solution from your company to them? Many times, what a CIO sees is they have to go out and meet with many different suppliers to determine who is best in breed or class in the industry. We can do that for them. For example, security, top of mind for everyone. There are many bad things going on the dark web. There are many hackers out there trying to break into your data because data is power. CIOs are constantly having to control the perimeter and having to worry about who break into their company and take their data that they count on to run their business. Security is a big feature that we can help with and we can bring best in breed solutions to many of the enterprise customers. I love your experience on both sides of the coin, which is unique unto itself. That's fantastic. Lisa Miller is one of our 2020 Titan 100 honorees. We recognized her. This is a copy of the book that she was recognized in, The Titan 100 recognizes Colorado's Top 100 CEOs & C-Level Executives, 100 Titans of Industry. One of the questions that I always love to ask all of the Titans that we interview in our series is what characteristics do you believe that it takes to be considered a Titan of Industry? To be a Titan in any industry, you have to constantly be looking at all of the challenges in front of you and being able to say, “How can I attack that? How do I think differently?” There's the book, https://www.amazon.com/What-Got-Here-Wont-There-ebook/dp/B000Q9J128...
  For the past 94 years, the https://www.mgma.com/ (Medical Group Management Association) (MGMA) has been leading in the business of medical practice management, currently representing almost three-quarters of the medical practices in the United States. Even well-entrenched organizations such as this has to change with the times, however – a task that MGMA has been able to fulfill with flying colors for the past four years under the leadership of its President and CEO, https://www.linkedin.com/in/halee-fischer-wright-41a5152/ (Dr. Halee Fischer-Wright). This exemplary leadership has caused her to be selected as a Titan 100 for 2020. Join in as she shares her personal take on leadership in this conversation with Bob Roark and his co-host, Jaime Zawmon, the President of TITAN CEO. --- Watch the episode here:[embed]https://youtu.be/CXmKZD1mz8w[/embed] Lessons On Flexible And Authentic Leadership With MGMA CEO Dr. Halee Fischer-Wright And Co-Host Jaime Zawmon, President Of TITAN CEOWe're extremely fortunate. We have Jaime Zawmon. She is the Founder and President of https://www.titanceo.com/ (Titan CEO). We also have Dr. Halee Fischer-Wright. She's the President and CEO of https://www.mgma.com/ (Medical Group Management Association), MGMA. Jaime, Halee, thank you for being on the show. Thank you, Bob. First off, congrats on being selected as a https://www.titanceo.com/titan-100 (Titan 100). Tell us a bit about MGMA, what's it about and who do you serve? We're a 94-year-old organization and the largest healthcare association focused on business of medical practice management. We represent over 60,000 members and more importantly, we represent 15,000 group medical practices, which is almost three-quarters of the medical practices in the United States. We represent everyone from the tiny practices like family doctors in rural communities to the national large health systems. We touch almost 350,000 physicians across the United States in a variety of specialties. We're in the background of almost all healthcare delivered at the front line. What we do is we work closely with medical practice leaders to help them solve their business challenges so they can focus on what matters, which is providing outstanding care for their patients in communities. In this day and age, that means now. We also provide and what we're known for in our industry is the gold standard and benchmarking for compensation and medical practice cost surveys. We advocate on behalf of our members on national regulatory and policy issues. We take it from the top at the federal government level all the way down to the doctor seen patient in a room. It’s such a steady, non-regulatory, not changing industry especially now. Halee, I have to say I'm excited that you've been recognized as part of the Titan 100 for 2020. As those of you may or may not know reading, we have published a copy of the https://www.titan100.biz/titan100-book (Titan 100) book in which Halee was profiled in. We'll talk a little bit more about how you can read her profile. I always like to start our show, as you know this platform recognizes Colorado's top 100 CEOs and C-level executives 100 Titans of Industry. I always like to ask every Titan that we interview in this show, what characteristics they believe that it takes to be considered a Titan of Industry? Once again, thank you for the honor of being a Titan 100. Now more than ever, especially given the challenges and changes as we're going through this global pandemic. Flexibility is someone like myself and the Titan 100 community has to have. As I've read through the book, all of my colleagues that are Titans have shown that as well. Some of those characteristics include, and we've talked about this with Jaime before, having the ability to alter your original plan of action. This is what I find has benefited our organization the most in the last several months is actively seek out a situation from many different...
  Tenacity, creativity and adaptability – these are the qualities that a CEO should embody to become a titan in their industry. Bringing in these qualities to the emerging microbiome industry, https://www.linkedin.com/in/marthacarlin/ (Martha Carlin) leads https://www.thebiocollective.com/ (The BioCollective), a unique business that invests in both consumer products and microbiological research. Driven by a passion to give people the tools to take control of their health, the BioCollective team leverages some of the most advanced expertise in microbial ecology to tap the massive potential of microbiota in promoting human health. Because of her inspiring leadership, she has won her rightful place among the 2020 Titan 100. She graces the podcast on this co-hosted episode with Bob Roark and his co-host, https://www.linkedin.com/in/jaime-nespor-zawmon-b861731/ (Jaime Zawmon), President of TITAN CEO. --- Watch the episode here:[embed]https://youtu.be/0bXNCv6gpMM[/embed] Leading With Tenacity, Creativity And Adaptability With Guest, Martha Carlin Of The BioCollective And Co-host, Jaime Zawmon Of TITAN CEOWe have quite the treat. We have a Jaime Zawmon. She is the Founder and President of https://www.titanceo.com/ (Titan CEO). We have Martha Carlin. She is the CEO and Cofounder of https://www.thebiocollective.com/ (The BioCollective). We're having a co-hosted episode. Martha, Jaime, thank you so much for being on the show. Thank you for having me. Martha, thank you and congrats on being selected to the Titan 100, a big honor. I’m very excited about it.   Martha, tell us about your business and who you serve. My business is unique. It's in the field of the microbiome. For people who may not know what the microbiome is, it's the trillions of bacteria, fungi and viruses that live in and on our body. Over the last years, it's become increasingly apparent that the bacteria that live in and on our body are a critical component to our health. I recognize this after reading a book called https://www.amazon.com/Missing-Microbes-Overuse-Antibiotics-Fueling/dp/0805098100 (Missing Microbes) back in 2014, founded The BioCollective in 2015 to try to accelerate the path to discovery and helping people get healthier. By doing that, we went into an industry that most people had never heard of. It was rapidly growing and expanding. When I started the company, there were about twenty microbiome companies worldwide, and now there are thousands and thousands, but it's still pretty early days. Our company has evolved in the ways that we are serving two different customer bases. We serve the scientific research community through tools that we developed for our own work to build out a bio-bank of fecal samples and genomic data so that we could start to use artificial intelligence and machine learning to identify patterns in healthy people and diseased people. Through the tools that we developed, we received an NIH grant for $1.2 million to develop one of those quality control and research tools. The division of the BioCollective that has all these research tools is serving the scientific community, the nutrition community, pharmaceutical companies, and big food and big ag to some extent. Along the way, we developed our expertise and brought in a chief scientific officer with over 30 years of microbial ecology and developed a line and a brand of consumer products that replace lost function in the microbiome that we were able to identify through our data analytics. We have a consumer products platform called https://biotiquest.com/ (BiotiQuest) that has six products, three are currently on the market. One is for changing sugar metabolism in the body, it's called Sugar Shift. Another is for the immune system specifically protecting us and helping us ward off viral infection. That's called the Ideal Immunity. Another called Heart Centered, which is focused on cardiovascular health and the production of nitric oxide...
  Pavement reconstruction and maintenance is one of the largest spending categories for commercial property owners in terms of yearly maintenance. Owning a big market share in this industry in the Colorado market, http://www.dacs.co/ (DACS Asphalt and Paving), one of the largest and fastest growing pavement reconstruction and maintenance firms serving the state’s front range. A selectee for the 2020 Titan 100, its President, https://www.linkedin.com/in/jasondunn7/ (Jason Dunn) leads from the front and invests a lot in continuously improving himself so that he can lead by example. In this conversation with Bob Roark and TITAN CEO Founder, https://www.linkedin.com/in/jaime-nespor-zawmon-b861731/ (Jaime Zawmon), Jason discusses what he believes are the marks of a true industry leader in a highly-specific niche. A humble leader and a team player, Jason is a good example that other leaders in blue collar industries should look up to. --- Watch the episode here:[embed]https://youtu.be/bAHA-ivD6ho[/embed] Leading From The Front With Guest Jason Dunn, President Of DACS Asphalt And Paving, And Co-Host Jaime Zawmon, Founder Of TITAN CEOWe have quite a treat. I have my co-host, Jaime Zawmon. She is the Founder and President of https://www.titanceo.com/ (Titan CEO). Our guest is Jason Dunn. He's the President of http://www.dacs.co/ (DACS Asphalt and Concrete). Thank you, Jaime. Thank you, Jason, for being on the show. Jason, tell us a little bit about your company and who you serve. DACS Asphalt and Concrete is one of the largest and fastest-growing pavement reconstruction and maintenance firms serving the front range of Colorado. We serve commercial property owners and commercial property managers across the front range, all things pavement. That's one of the largest spending categories they have per year in terms of maintenance items. Whether it's us having to repave an entire apartment complex parking lot or take care of a single broken piece of curb and gutter from a snowplow, we take care of that for our customers. In the parking lot out here, there's a pothole and periodically the crew shows up. That's an interesting niche paving market. What drove you to that particular niche? A few things are special about this market. One is it's a good business itself. I was a business analyst for many years. I'm accustomed to looking for characteristics and businesses that make them great, sustainable, generators of free cashflow, but one of the things that attracted me to this business too is it's a low bar industry. This is blue-collar world where my competitors oftentimes work growing up in concrete and asphalt and then doing their best as business owners once they grew an attractive firm. If you bring business sophistication, especially from outside of this industry into this world, it gives you an ability to easily differentiate for the customer. If the customer recognizes it, that makes it an exciting opportunity for us. For you, when you say front range, what's the furthest north you go? what's the furthest south that you go? It's a little bit nebulous, but it's Colorado Springs to Fort Collins. We’ll go down as far south as Pueblo if needed. My team finished with an overnight, nearly camping trip through the mountains because we were serving some convenience stores that seventeen of this same brand of the store needed work throughout the mountain area. We packed up the crews, overnighted them and got that work done. We can be moving around, but it's Colorado Springs to Fort Collins.   Jason, first of all, we're so excited to recognize you as a 2020 Titan 100. I've got a copy of the book in which you were profiled. This book recognizes 100 of Colorado's top CEOs and C-level executives, https://www.titanceo.com/titan-100 (Colorado-100 Titans of Industry). Being a Titan of the industry is about finding your niche and you have definitely found that in what you're doing. I'd like to ask you what...
  In one way or another, everybody leaves their business. Prepare well for the inevitable by knowing your exit strategy. In this episode, Bob Roark talks with Donna and Gary Thiel, small service business owners who, after more than 30-plus years, has closed the sale of their business. They share their journey and offer great insights about the process, for when you also decide on selling your business. Follow along to learn about who to talk to and what to do during this important business decision. --- Watch the episode here:Listen to the podcast here:[smart_track_player url="" title="The Process Of Selling Your Business With Donna And Gary Thiel" image="http://businessleaderspodcast.com/wp-content/uploads/2018/04/BLP-SquareLogo-WhiteBlueBG1400x1400.png" background="default"] The Process Of Selling Your Business With Donna And Gary ThielWe have Donna and Gary Thiel. Thank you for your time. This is going to be a little bit different episode. We're going to talk about the journey between deciding to sell your business and the process. First off, tell us a little bit about your business. We own a small service business. Window cleaning was our main function. We did everything from residential to high rise. We also did snow removal services through the winter months. How long had you run the business? I originally bought it in fall 1986. I had worked for the company for about 6 or 7 years prior to that. Donna came in ‘96, ‘97-ish. She came in and helped with a lot of things like accounting stuff. What was the date that you closed on the sale of your business? March 1 of 2019. You ran that for a long time, 30-plus years. There's that ongoing discussion that you hear from business owners. At some point, you're going to exit the business in one way or another. Everybody leaves their business I suppose. What was that thought process like when you started thinking about selling your business? The stress level got high. The economy was good in Denver and stuff, but that brought along some difficulties of finding help and things like that. The salaries had gone way up in the city. It got difficult to compete and finding enough good people to get the work done to stay competitive was getting difficult. I would imagine it's not the everyday person that wants to hang over the side of a high rise. They are a different old breed. There are a lot of them out there. It’s some of the bigger companies and a lot of the construction industry was even taking employees that would normally be doing things in our industry. They had increased salaries much and benefits and it got difficult. I think about the challenges when you're in a full-employment economy. You and Donna got together and made it a decision that it was time to sell the business. Once you had that decision in place, what were your next steps to try to identify how or who you are going to use to help you sell? We were lucky because Marla is one of our accounts in my work in commercial packaging. I'm a broker. We automatically went to her and started asking questions. She comes involved with Keith and Keith was amazing. Marla is a unique individual. She is the CEO of https://raincatcher.com/ (Raincatcher). You were fortunate you had a contact within the industry. You started working with Keith. For that process of going through, what was the process from when you started talking with Keith to when the business was effectively ready to go on the market? What was that like? [bctt tweet="You got to wait until it's completely done and not get wound up." username=""] There was some work involved. There were a lot of things they were asking for that we weren't expecting. We attempted to sell it ourselves. We're probably about 1.5 years before going out and seeking a broker in Raincatcher and such. What was that like? That got a bit frustrating. We had a couple of people that showed interest. We didn't know all the ins and outs of how to deal with them, and all...
  What are potential buyers looking for in a business? While there is no such thing as perfect acquisition criteria, different buyers do have their preferences in terms of what industry the company is in, what its corporate structure and company culture looks like, and what the reason for the owner’s exit is. Taking a break from the usual format, Bob Roark interviews someone who is looking to acquire a business. https://www.linkedin.com/in/nicholasseger/ (Nick Seger) is the president of https://parklandfield.com/ (Parkland Field Management), a search fund that intends to become the succession plan for a business inColorado or the surrounding states. Coming from a family business background, Nick has deep respect for business and is not looking for a quick flip as private equities tend to do. He plans to hold on to the business to see it grow and provide long-term value to its employees, customers, shareholders and community. What is his criteria for acquisition? What does a handoff transition period look like? What does he think business owners have to do to make their company attractive to search funds if they’re planning to sell? Nick shares all of these in this episode. --- Watch the episode here:[embed]https://youtu.be/DbL4zSzZDdQ[/embed] Business Acquisition Criteria: From The Buyer’s Perspective With Nick SegerWe have Nick Seger. He's the President of https://parklandfield.com/ (Parkland Field Management). Nick is a recent arrival to Denver. He's in search of a company to acquire. This show is a little different and many times we talk to business owners that have an existing business. They may be looking to transition their business or they may be looking at some point to sell. In this case, what we have is a potential buyer of a business. We're going to explore some of Nick's thoughts and also the view from the buyer's eyes when you're looking at a business. Nick, thank you for taking the time to be on the show. Thanks for having me, Bob. Nick, tell me a little bit about your business and a little bit backstory on you. I moved out to Denver over the 4th of July 2020 weekend. My significant other and I were living in Chicago before this. We were trying to figure out where we wanted to start that next phase of our lives and I had gone out and raised a little bit of money from some investors, which I'm sure we'll touch on here in a little bit. She was graduating from a Master's program and we figured Denver was a great place. She's from San Diego, I'm from Indiana and we picked up and drove the U-Haul out here and brought our puppy out. I've been searching for a company out here in Colorado. I appreciate you giving me some space here to talk about it. For you, people go, “You raised some money from some investors but you didn't just start.” You come from a family business background. I do. I grew up back in Indiana. My family still runs a third-generation agriculture business, turkeys and chickens. My grandfather started the business decades ago. My father has seven brothers, grew up in a large German Catholic family and large agriculture community back in Indiana. My dad and his five living brothers still run that business. People ask me all the time, “Why did I do this?” I tell them all the time that I had never seen the path to success being anything other than being a business owner. Where I grew up, it was the largest town within 60, 70 miles. I tell people the nearest Starbucks was 60 miles away. There were no consultants, bankers, lawyers, accountants or tech companies. That didn't exist in my hometown. What I saw as success in business was being a small business owner. That's always what I grew up wanting to do. I had always thought I'd go back and help run my family's business one day but they have strict rules. You have to go out and prove yourself in the world before and so I did. I went out and worked in finance and sales marketing for ten years. I was at Wells Fargo for a number of...
  Who you surround yourself matters. Especially in business, being in a circle of successful CEOs and entrepreneurs can offer a lot to how you position yourself to succeed as well. In this episode, Bob Roark interviews https://www.linkedin.com/in/jaime-nespor-zawmon-b861731/ (Jaime Zawmon) about the importance of being in a CEO peer group. Jaime is the President of https://www.titanceo.com/ (TITAN CEO), which works with Colorado-based companies to help CEOs work through business-related challenges. Here, Jaime shares with us their TITAN CEO peer group that is building a community for CEOs and entrepreneurs to build strong connections and help each other out. She takes us deeper into what being in the https://www.titanceo.com/titan-100 (Titan 100) feels like and what benefits they can expect. Learning from these great people, Jaime then tells us some of the important traits successful people have that took them to where they are now. --- Watch the episode here:[embed]https://youtu.be/zsRAoHJhhJE[/embed] TITAN CEO: Why Surrounding Yourself With Successful People Matters With Jaime ZawmonWe are fortunate we have Jaime Zawmon. She is the President of https://www.titanceo.com/ (TITAN CEO). She's graciously agreed to be a guest to talk about what she's doing with the TITAN CEO Group. Jaime, tell us a little bit about your business and who you serve. Thanks for having me, Bob. First and foremost, TITAN CEO is a company that I started that is essentially a CEO Peer Group, or a series of different CEO Peer Groups. We work with Colorado area-based companies, CEOs ranging traditionally between $1 million and about $50 million in annual company revenues. We work to do experience sharing, to help CEOs work through business-related challenges. We also work on building business valuation inside some of the work that we do with the CEOs because every CEO is looking to grow their business either, to build it as a lifestyle business or to grow it in order to sell it. That's a big blend of what we do within our groups. You're somewhat of a resident of the Rocky Mountain area. Tell us a little bit about your background because you have a long history of working with CEOs. I'm from the East Coast, originally born and raised in Baltimore, Maryland. I went to school at Towson University in Baltimore County. I was recruited to a magazine publishing company back in 2003. I fell in love with the concept because the magazine was a magazine that was focused on CEOs, and every month we would feature one of the region's most enterprising CEOs. We would tell their story on the cover of the magazine. We would write about the success and/or the failure, obstacles, trials, and tribulations of running a company and growing it. We did that on a monthly basis. After about a year, I went to the owner and said, "I love this concept. We should expand it to Washington DC." He made me a partner and I moved down to DC. In 2005, we launched with Ted Leonsis, the former Chairman and CEO of AOL on the cover of our first magazine and we took stride ever since. We grew the magazine to seven cities up and down the East Coast, reaching over 100,000 CEOs on a consistent basis. We pioneered award programs that recognized the best of the best. We recognized CEOs that created incredible cultures, those that were technology-based CEOs, or growth companies CEOs, and the 50 fastest growing companies in each region. I've always surrounded myself with some of the region's most enterprising CEOs and it was an incredible ride. During that time I met my husband on a ski trip, ironically in Colorado, which is what brought him back to the East Coast for me for a short period of time and then I made the promise that I would eventually move back to Colorado for him because it's such a beautiful state. I can see where you compare Denver and Baltimore. It was like, "Your love for the water or your love for the mountains?" Unfortunately, I'm more of a water baby than I'm a...
  The healthcare industry has been so slow in adopting digital technology to deliver its services that it took COVID-19 for telemedicine to be taken seriously by virtue of necessity. https://www.linkedin.com/in/daniel-carlin-md-72a87010/ (Dr. Daniel Carlin), the founder and CEO of https://worldclinic.com/ (WorldClinic), pioneered the company’s innovative concierge telemedicine model at a time when almost nobody else was doing it. More than two decades ago, Dr. Dan took the challenge of leveraging connectivity to deliver healthcare to people who need it, wherever they are. Through all the challenges, he successfully built WorldClinic into what it is now, a concierge level telemedicine practice that serves families, executives and corporations. During this time of pandemic when everyone is forced to do physical distancing, telemedicine is booming and providers will certainly have a lot to learn from WorldClinic’s best practices. Joining Bob Roark on the podcast, Dr. Dan explains the rationale for telemedicine, its brief history and the future that the post-COVID world holds for it. --- Watch the episode here:[embed]https://youtu.be/reYEV4ERSvI[/embed] Pioneering Concierge Telemedicine With Dr. Daniel Carlin, CEO Of WorldClinicWe have a real treat. We have Dr. Dan Carlin. He's the Founder and CEO of https://worldclinic.com/ (WorldClinic). He pioneered WorldClinic’s innovative concierge telemedicine model. He's a national leader in the field of telemedicine. He's a recognized pioneer in the delivery of medical care to distant populations, board-certified emergency physician, and a former US Navy Medical Officer. Commander Carlin, thank you so much for being on the show. I haven't received that title for years but I still love hearing it. It's a privilege to have you on the show. For the business owners out there, it's extremely important as you work hard, you have a tendency, or at least most that I know of, to neglect healthcare. When you have a liquidity event, it seems like you wake up with all the things you want to do, and your health condition is not going to support your efforts. For Dr. Carlin to be on the show and talk about what we can do about that, tell us a bit about what WorldClinic is about. How you got into a clinic? Before I jump in there, I wanted the audience to know that I'm an entrepreneur also. I'm a physician but I'm not in the big white tower of medicine here. I want to talk on the ground level like this is what's going on. I've built a successful practice and a company. These issues I'm talking about are also personal. I want to speak one-on-one around this stuff. Let me tell you about WorldClinic. It's a 22-year-old telemedicine practice. Back in the ‘90s, I was a pioneer trying to figure out how do I deliver healthcare at a distance using the internet. I had a big vision for it. I've seen most of that vision come to pass. It hasn't been easy. It's been a lot of struggles along the way but also a lot of some amazing successes. In 2020, this is a private concierge level telemedicine practice. We take care of families, executives, corporations. We've gone from superyachts, because my naval background suited me well for taking care of ships, to the families that own those superyachts to the companies in the portfolios of the families. At this point, we've broadened out to taking care of and in some cases, C-Suite executives or an entire workforce. We did that classic marketing strategy thing of start with a niche market and expand and use technology to scale. We still have our original families. Most of them are still with us many years later. They are several generations worth and lots of corporate executives, but I'm happy to report we're on now taking care of a lot of line workers, construction workers, these kinds of things. It's been a fun, challenging journey. The biggest thing I've seen, I want to close the loop here, is I know a ton of entrepreneurs that put their healthcare,...
  The industry leader for custom-made 3D-printed casts and splints in the United States, https://activarmor.com/ (ActivArmor)™ empowers patients with the freedom to be able to maintain their active lifestyles. Now, they begin producing custom-fit, low-cost reusable face masks that achieve a 98.9% to 99.9% bacterial filtration efficiency (BFE) test score. On today’s show, Bob Roark chats with Diana Hall, the President and Founder of ActivArmor™, orthopedic surgeon http://www.KevinKaplanMD.com (Dr. Kevin Kaplan), and critical care flight nurse and paramedic https://www.linkedin.com/in/piacet?challengeId=AQEKxqSnpI3RAQAAAXNH9STA4_9Qc_0PXAusuKieWixRULrMyRzXrzAnhUJA3QzbqBzgqP0ydVh47rZV2cvxBSp8wFferOcY8g&submissionId=c16e2249-bc4c-2116-5181-6747c350aa0a (Eric Miller) about the face masks. Dr. Kaplan and Eric share their experiences wearing the face mask, while Diana explains how they’ve added the product line using their existing technology. They also dive into the company’s cast and its benefits for athletes and regular patients. --- Watch the episode here:[embed]https://youtu.be/D1uoZyaf3ls[/embed] Listen to the podcast here:[smart_track_player url="https://podcasts.captivate.fm/media/35545366-dcb7-43e9-88da-fa25f01cdb23/blp-diana-hall-dr.mp3" title="ActivArmor™ With Diana Hall, Dr. Kevin Kaplan And Eric Miller" image="http://businessleaderspodcast.com/wp-content/uploads/2018/04/BLP-SquareLogo-WhiteBlueBG1400x1400.png" background="default"] ActivArmor™ With Diana Hall, Dr. Kevin Kaplan And Eric MillerWe have three guests on the show. We have Diana Hall. She's the President and COO of http://www.ActivArmor.com (ActivArmor). We have http://www.KevinKaplanMD.com (Dr. Kevin Kaplan). He is an orthopedic surgeon with the Jacksonville Orthopedic Institute and Head Team Physician for the Jacksonville Jaguars. We have https://www.linkedin.com/in/piacet?challengeId=AQEKxqSnpI3RAQAAAXNH9STA4_9Qc_0PXAusuKieWixRULrMyRzXrzAnhUJA3QzbqBzgqP0ydVh47rZV2cvxBSp8wFferOcY8g&submissionId=c16e2249-bc4c-2116-5181-6747c350aa0a (Eric Miller). He's a critical care flight nurse and paramedic and a Major in the Wyoming Air National Guard. We're going to be talking about ActivArmor, both their casts and their face masks. Eric, tell me a little bit about the face masks and why they're useful and attractive for you to use in your business. I work on the helicopter, and also work in an ICU. One of the big complaints, if you talk to any healthcare worker about masks, and if you have to wear these things, every time you breathe or exhale, your glasses are fogging up. The ActivArmor mask, I got a 3D scan of my face. This thing fits directly on my face and I don't get that fog in my glasses. I can tell you, if you're in a helicopter, you can't have that happening. It's a safety issue. Being in an ICU, after twelve-hour shifts, it's irritating. The other great thing is the ability to be able to see facial expressions and stuff, especially with patients. It's already scary enough. In this, you can see if you're smiling. If they have trouble hearing, they can see your lips. They're a fantastic tool and the fact that they're N95s, which is great for the situation with the COVID. I use mine all the time. Eric, you said that you were out flying and that you got your sound boom to work with the mask on. That's another big issue for me. I can put my visor down. It works like it goes over my nose and then putting the microphone to the side, I was able to still communicate within the cabin with the other crew members and discuss the patient. It was fantastic. You were talking about an interest in the hearing-impaired school and potential uses of those masks for the instructors at the school. Could you talk a little bit about your thoughts there? I was approached by somebody when I was wearing the mask and he says, “I am a teacher for the hearing impaired. Where did you get that mask?” I told them about ActivArmor and he said, “Do you
  Many business owners are understandably extremely passionate about their business. Sometimes, they are too passionate that they fail to view their business from the buyer's perspective. When that business life cycle finally hits the break, they find themselves having seller's remorse from selling their business without maximizing its value early on. In this episode, Bob Roark is joined with co-host and CEO of https://raincatcher.com/?utm_expid=.q_OnCGmmQqaHa5PqOEWFVw.0&utm_referrer=https%3A%2F%2Fraincatcher.com%2F (Raincatcher,) Marla DiCarlo, to unpack the skillsets and insights of guests—https://jimgilbertcpa.com/about-company/#team-members (Jim Gilbert, CPA), CITP, CGMA, and Allen Harvey—that can help business owners out there to bring profits to the bottom line or increase the value as opposed to cash flow. Jim is the founder and owner of Jim Gilbert, CPA, while Allen is an independent valuation expert working for https://www.ibva.biz/About.html (IBVA) and IBVA Pros. Together, they discuss assessing your business and making adjustments from there in terms of valuation, moving from micro to macro that touches the people, processes, and systems involved. Join this great business coaching session to learn how to maximize the value of drivers of your business. --- Watch the episode here:  Maximizing Your Business’ Value With Co-Host And CEO Of Raincatcher, Marla DiCarlo, And Guests, Jim Gilbert And Allen HarveyBusiness CoachingWe're doing a continuation of the series with my co-host, Marla DiCarlo. She's the CEO and Cofounder of https://raincatcher.com/ (Raincatcher), a business brokerage out of Denver, Colorado. Returning as guests, we have https://www.ibva.biz/ (Allen Harvey) and https://jimgilbertcpa.com/ (Jim Gilbert). In the previous episode, they were going through the details of the sale of a business that they ran together in Denver. Marla's company handled that transaction. What I wanted to cover with Jim and Allen with Marla's help is to unpack the skillsets that both of these gentlemen bring to the table and their insights to the businessowner mindset and skillsets. Some of the levers and tools that they can have in place that will help them run their business. We talked about this a lot before we started. We'll start off alphabetically. Allen, if you would tell us a little bit about your business and who you serve? I'm an independent valuation expert. I do professional certified business appraisals. We also work on calculations, which are not independent certified business appraisals. I work for IBVA and IBVA Pros is the team that we put together with some other evaluation experts. I’m teaming with a valuation expert by the name of Mike Dougan, who is a veteran appraiser in the industry We are also developing some relationships and teams with other appraisers as well. We have a team approach to our appraisal practice. That's what I do. We are at http://www.IBVA.com (IBVA.com) or http://www.IBVAPros.com (IBVAPros.com). I'm a CPA. I run a CPA consulting practice. We have three sides of our business. One side is the traditional accounting bookkeeping day-to-day, which helped many clients’ Cloud-based accounting. I've got the business side where I work on lots of CFO, controller, advisory business, and then the other side of our business, which is my passion is technology. How do you apply technology? I spent a lot of time working with my greatest love is merger and acquisition. I spent a lot of time helping my owners, both buyer and seller, be successful and how to get to those processes and achieve maximum value on whether you're buying or selling. Marla, you and I are friends. We've talked a lot and we've had a number of episodes. Talk a little bit about what you do at Raincatcher and then we'll try to weave together while we're all on this show together. At Raincatcher, we help entrepreneurs to sell their companies and more importantly, to maximize the full value...
  When you enter the world of business, you have to be ready to experience setbacks and develop inventive ways to overcome them. We have all read somewhere that good business owners can step away from their business and still have things run smoothly as they envisioned. You’ll know you’re dead wrong when you hear about the sobering experience of https://www.susanrobertsfrew.com/ (Susan Frew), the CEO and CFO of https://www.sunshineplumbingheating.com/ (Sunshine Plumbing, Heating & Air), a business coach with https://fixthisnext.com/ (Fix This Next), and the author of The Pufferfish Effect. Just when she thought things were doing exceptionally great, Susan found her company being devastated by employee theft. Her experience taught her many lessons about overcoming setbacks in business, which she shares with Bob Roark in this episode. As a bonus, Bob is joined by co-host https://www.linkedin.com/in/marladicarlo/ (Marla DiCarlo), the owner and CEO of Raincatcher, the leading business brokerage firm in the US. Susan and Marla have worked with each other and are bound by their passion for helping small businesses overcome adversity and achieve success – something that is of extreme value now as we navigate these difficult times. --- Watch the episode here:[embed]https://youtu.be/FBxA0-IQ7yg[/embed] Listen to the podcast here:[smart_track_player url="https://podcasts.captivate.fm/media/703e9ac6-61cb-488e-b640-c602009b3361/blp-marla-dicarlo-susan-frew.mp3" title="Overcoming Setbacks In Business With Susan Frew" image="http://businessleaderspodcast.com/wp-content/uploads/2018/04/BLP-SquareLogo-WhiteBlueBG1400x1400.png" background="default"] Overcoming Setbacks In Business With Susan FrewCo-hosted by Marla DiCarloWe have a special treat. We're going to do a joint hosted podcast. My co-host is Marla DiCarlo. She's a good friend and she's the CEO and Co-owner of https://raincatcher.com/ (Raincatcher) located in Denver. Our guest is Susan Frew. She's the CEO and CFO of https://www.sunshineplumbingheating.com/ (Sunshine Plumbing, Heating & Air). She’s also a business coach with https://advisor.fixthisnext.com/ (Fix This Next Advisor). I’m looking forward to it. Thanks for taking the time, Susan. If you would, tell us a little bit about your business and who you serve. I was a business coach for a long time after a corporate career. I was on an international assignment. When I came back, I became a business coach and coached unintentionally seventeen different trades. Through that, I met my husband who is in the plumbing, heating and air conditioning business. We started our own company called Sunshine Plumbing, Heating & Air. Things were going great. We had massive growth. I started going around speaking about how we grew our company. It was awesome. I wrote a book about all of that. I realized that I had made a very bad hiring decision. While I was traveling, a lot of bad things were happening to my company. There were some embezzlement and some theft, a lot of mismanagement and we almost lost it. We have been successful in turning it around. It's my passion to go back to coaching and continue speaking as well to help business owners to avoid what I went through because it was a real nail biter. I didn't think we were going to pull it out, but people like Marla who have known me for a long time encouraged me to coach myself for a minute. She knows that I could do it, but it was definitely with a lot of encouragement because I have given up a couple of times. I think about drinking your own tea where you go through and go, “I'm a coach and I coached before.” There's got to be some level of looking in the mirror and you go, “I coached this, what the heck?” I think about the advice that you might offer to a business owner based on your true veils. What might you tell a business owner based on your experience? As business owners and what you hear a lot and different books that you read,...
  There is no doubt about the skills that each of us possesses; what is often lacking is the right mindset to turn those into success. https://www.linkedin.com/in/charmasblee (Charmas Lee), the Founder of https://charmaslee.com/ (Building Champions), has been transforming countless individuals in this regard for over 30 years. Charmas is a coach, motivational speaker, sports and fitness professional, two-time TEDx speaker, and the author of https://www.amazon.com/Think-Say-Do-Disrupting-Systemic-ebook/dp/B08D7767BZ/ref=tmm_kin_swatch_0?_encoding=UTF8&qid=&sr= (Think Say Do) and other books. As he talks with host Bob Roark on the show, partake of the incredible wisdom he has accumulated over the decades in the areas of mindset, motivation, self-development, and personal mastery. With Charmas, you can learn how to make excellence a habit and success a default state. --- Watch the episode here:[embed]https://youtu.be/DMKWnGX4E7Q[/embed] Building Champion CEOs With Charmas LeeOur special guest is Charmas Lee. He is the Owner of https://charmaslee.com/ (Building Champions) and the author of https://www.amazon.com/Think-Say-Do-Disrupting-Systemic/dp/1094901032 (Think Say Do: Disrupting Systemic Cycles of Faulty Thinking). He's the author of six additional books. He's prolific and a two-time TEDx speaker. He also speaks to Vistage groups across the country. Charmas, thanks so much for taking the time. Thank you much for this opportunity. I'm glad to be here. We're going to have some fun. Tell me about your business and who you serve. The name of the business is Building Champions. We specialize in personal and professional development. I've been a coach for over 32 years, eclipsed the 10,000-hour rule 2.5 times. What I've seen is with victory in site, I've seen many people slip into mediocrity. We create comprehensive strategies for those who are trying to move in a different direction, provided with a purpose plan and a clear set of priorities and get them to knock the ball out of the park. I read the Think Say Do book. I also was lucky enough to see you speak at a Vistage group. I am exposed to your work. You're working in the athletic arena at the Olympic level. You've done track and field. I've had a chance to work with athletes in the National Football League, senior level of figure skaters, USA track and field, and the World Boxing Organization. I think of figure skaters and boxers, they both got to move on their feet or bad things happen. They've got to have excellent footwork, but more than that, they have to have the right mindset. They've got to bring the right mindset every single day, especially in the competitive environment. [bctt tweet="Start with the vision and then move forward from there." username=""] Maybe years ago, the mindset wasn't that much of a buzzword. I’ve got kids and I try to coach my kids and they're older. We talk about mindset and approach. Having mindset and keeping a mindset are two distinct skillsets. When you're working with the athlete that's on the long grind to get to a honed edge, what do you do to help them keep their mindset?  The most important factor is it's going to start with their attitude. My responsibility is to ensure that they bring the right attitude so that they'll have the right perspective. It’s funny how the mind works. Based on the attitude, it will determine how you see others and how others see you and it plays such a big role. The second thing is that we have to create a series of habits, practices, and rituals that they perform on a daily basis. I want them to get to a place where when they don't perform a habit, practice or ritual that we've designed, for example an AM or a PM ritual, by creating incredibly uncomfortable. What that will do is that will set the tempo and press the agenda for the day, whether it be in the training or the competition environment. We implemented mental fortitude routines. We call them...
  One of the great indicators of a business' growth is its ability to function without the business owner. This entails a lot of task delegation, taking off some of the weight from the business owner's shoulders and passing it down to those who can do them better and more efficiently. If you feel you are at this stage in your business already, this episode will provide you with some great insights about that transition. Bob Roark interviews https://www.linkedin.com/in/terristarck/ (Terri Starck), the founder and business strategist of https://lifept.co/ (LifePoint Strategies), a company that works with business owners who want a business that can run without them. Either you want to prepare for an exit or focus on the things that really matter and would make good use of your focus, Terri shows you the steps and the strategies to make that move while maximizing your business' value without skipping a beat. Dive deep into this great conversation to know the amazing services they offer and more. --- Watch the episode here:[embed]https://youtu.be/vcCayoIi-Hs[/embed] Listen to the podcast here:[smart_track_player url="" title="A Business That Runs Without A Business Owner With Terri Starck" image="http://businessleaderspodcast.com/wp-content/uploads/2018/04/BLP-SquareLogo-WhiteBlueBG1400x1400.png" background="default"] A Business That Runs Without A Business Owner With Terri StarckWe're extremely fortunate because we have Terri Starck. She is the Founder and Business Strategist with https://lifept.co/ (LifePoint Strategies). Terri, thanks for taking the time. Thank you for having me, Bob. Tell us a little bit about your business and who you serve. LifePoint Strategies works with business owners who want a business that can run without them. They either want that because they're almost ready to sell and they want to maximize the value of their business prior to selling. They want a business that runs without them so that they can focus on the things that matter to them. Maybe they like to do more strategic work for their business. Potentially, they want to get back in the field and do the things that they enjoy doing and the reason why they started the business in the first place. Some of them quite honestly just want to play more golf. The way I play golf, that wouldn't help much. I would spend all my time in the field not playing golf for sure. For the business owners, that sounds interesting. I'm going to try to play the role of the business owner and ask you some questions. That sounds intriguing. How do you work? When a business owner calls us, we start by going through what we call the discovery phase. It is where we come into the business and interview some of the key players, the owner, COO, CFO, management team players, and some of the key employees. Once we interview them, we'll have a good feel for the overall business because we take them through what we call the business assessment. We'll then take a look at their finances, P&Ls, and do a pretty good in-depth financial analysis. After that, we do a leadership assessment to identify any of the gaps that they have in their leaders, maybe communication or abilities to confront or resolve issues, those types of things. Finally, we go through what we call our walkabout. We walk around the business and get the feel of the company and the culture for how people interact with each other and how the businesses run overall. Once we do the discovery phase, then we move on and go through the strategy days. Those are two days that are packed with taking the information that we have gotten from the discovery phase. We will then prioritize what has to be done in order to achieve the financial goals of the owner as well as the leadership development goals. Anything else that needs to be done either to maximize the value of the business or get the business running on its own without the owner. Once we do the strategy days, then we're off to the...
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